Wealthspire Advisors, LLC Sells in Q3 2025

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MFC
Manulife Financial Corp

Financial Services
-795
- 4.81%
$29.9 - $32.34 $23.8K - $25.7K
15.7K $490K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-974
- 17.34%
$56.42 - $62.19 $55K - $60.6K
4.64K $281K
SAIC
Science Applications International Corp

Technology
-120
- 6.33%
$97.2 - $120.6 $11.7K - $14.5K
1.78K $176K
PLD
Prologis, Inc.

Real Estate
-501
- 23.74%
$104.08 - $115.35 $52.1K - $57.8K
1.61K $184K
WELL
Welltower Inc.

Real Estate
-775
- 18.78%
$150.71 - $178.14 $117K - $138K
3.35K $597K
MKL
Markel Corp

Financial Services
-11
- 5.88%
$1898.34 - $2031.8 $20.9K - $22.3K
176 $336K
BR
Broadridge Financial Solutions, Inc.

Technology
-132
- 12.45%
$233.75 - $266.89 $30.9K - $35.2K
928 $221K
GD
General Dynamics Corp

Industrials
-405
- 19.6%
$293.92 - $341.0 $119K - $138K
1.66K $566K
WRB
Berkley W R Corp

Financial Services
-705
- 10.93%
$67.78 - $76.62 $47.8K - $54K
5.75K $440K
CAH
Cardinal Health Inc

Healthcare
-20
- 0.76%
$146.04 - $167.63 $2.92K - $3.35K
2.6K $407K
IP
International Paper CO

Consumer Cyclical
-553
- 3.76%
$45.32 - $55.68 $25.1K - $30.8K
14.2K $656K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-198
- 7.47%
$94.03 - $117.16 $18.6K - $23.2K
2.45K $231K
AOS
Smith A O Corp

Industrials
-761
- 24.47%
$67.24 - $74.3 $51.2K - $56.5K
2.35K $172K
INDA
Ishares Msci India Index Fund

ETFs
-119
- 1.72%
$51.98 - $55.84 $6.19K - $6.64K
6.8K $354K
NTRS
Northern Trust Corp

Financial Services
-319
- 18.11%
$123.6 - $134.6 $39.4K - $42.9K
1.44K $194K
IYH
Ishares Tr

ETFs
-797
- 9.47%
$54.36 - $58.96 $43.3K - $47K
7.62K $447K
KKR
Kkr & Co. Inc.

Financial Services
-159
- 6.73%
$129.95 - $152.16 $20.7K - $24.2K
2.2K $286K
MET
Metlife Inc

Financial Services
-562
- 5.65%
$73.82 - $82.37 $41.5K - $46.3K
9.38K $772K
MTB
M&T Bank Corp

Financial Services
-183
- 6.13%
$183.74 - $204.05 $33.6K - $37.3K
2.8K $553K
DD
Du Pont De Nemours, Inc.

Basic Materials
-927
- 18.99%
$69.9 - $78.26 $64.8K - $72.5K
3.96K $308K
DASH
Door Dash, Inc.

Communication Services
-173
- 21.25%
$234.5 - $272.5 $40.6K - $47.1K
641 $174K
XLY
Select Sector Spdr Consumer Di

ETFs
-655
- 11.1%
$216.09 - $242.18 $142K - $159K
5.24K $1.26M
TFC
Truist Financial Corp

Financial Services
-2.21K
- 7.97%
$42.83 - $47.07 $94.5K - $104K
25.5K $1.16M
TIP
Ishares Tr Tips Bd ETF

ETFs
-336
- 2.99%
$109.11 - $111.88 $36.7K - $37.6K
10.9K $1.21M
BLDR
Builders First Source, Inc.

Industrials
-268
- 15.64%
$116.91 - $149.21 $31.3K - $40K
1.45K $175K
DGX
Quest Diagnostics Inc

Healthcare
-170
- 5.43%
N/A
2.96K $405K
EXEL
Exelixis, Inc.

Healthcare
-260
- 5.19%
$36.22 - $46.25 $9.42K - $12K
4.75K $196K
IYY
Ishares Tr

ETFs
-287
- 14.8%
$150.75 - $162.82 $43.3K - $46.7K
1.65K $268K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-31
- 5.12%
$361.83 - $435.43 $11.2K - $13.5K
574 $222K
WY
Weyerhaeuser CO

Real Estate
-397
- 2.56%
$24.1 - $26.83 $9.57K - $10.7K
15.1K $374K
NXPI
Nxp Semiconductors N.V.

Technology
-185
- 8.83%
$205.16 - $239.07 $38K - $44.2K
1.91K $434K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-287
- 11.03%
$119.73 - $134.7 $34.4K - $38.7K
2.32K $308K
DTE
Dte Energy CO

Utilities
-524
- 9.11%
$130.26 - $141.49 $68.3K - $74.1K
5.23K $739K
LAMR
Lamar Advertising CO

Real Estate
-245
- 3.39%
$114.98 - $128.82 $28.2K - $31.6K
6.99K $855K
ASML
Asml Holding Nv

Technology
-125
- 20.53%
$689.63 - $968.09 $86.2K - $121K
484 $468K
BBD
Bank Bradesco

Financial Services
-6.84K
- 63.18%
$2.75 - $3.39 $18.8K - $23.2K
3.99K $13K
IR
Ingersoll Rand Inc.

Industrials
-225
- 8.34%
$74.98 - $89.02 $16.9K - $20K
2.47K $204K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-223
- 13.15%
$121.81 - $137.24 $27.2K - $30.6K
1.47K $194K
OGE
Oge Energy Corp.

Utilities
-694
- 9.84%
$43.46 - $46.27 $30.2K - $32.1K
6.36K $294K
SJM
J M Smucker CO

Consumer Defensive
-461
- 15.36%
$102.24 - $113.2 $47.1K - $52.2K
2.54K $275K
AZO
Autozone Inc

Consumer Cyclical
-33
- 15.35%
$3649.42 - $4354.54 $120K - $144K
182 $780K
ADC
Agree Realty Corp

Real Estate
-128
- 3.31%
$70.53 - $75.05 $9.03K - $9.61K
3.73K $265K
GVI
Ishares Tr

ETFs
-169
- 4.88%
$105.8 - $107.81 $17.9K - $18.2K
3.29K $353K
XLP
Consumer Staples Sector Spdr

ETFs
-192
- 2.43%
N/A
7.72K $586K
ACGL
Arch Capital Group Ltd.

Financial Services
-128
- 1.53%
$85.61 - $93.54 $11K - $12K
8.25K $748K
L
Loews Corp

Financial Services
-403
- 13.6%
$89.82 - $100.39 $36.2K - $40.5K
2.56K $257K
AWK
American Water Works Company, Inc.

Utilities
-103
- 6.77%
$135.05 - $147.0 $13.9K - $15.1K
1.42K $197K
SU
Suncor Energy Inc

Energy
-977
- 16.41%
$37.83 - $43.02 $37K - $42K
4.98K $208K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-905
- 10.19%
$44.14 - $47.9 $39.9K - $43.3K
7.98K $379K
Activity Summary
Buys All Purchases 2467 New Holdings 2233 Increased Positions 234 Sells All Sells 506 Reductions 506 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email