Wealthspire Advisors, LLC Sells in Q3 2025

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-652
- 0.39%
$23.29 - $23.38 $15.2K - $15.2K
168K $3.94M
VOYA
Voya Financial, Inc.

Financial Services
-324
- 10.23%
$67.31 - $77.62 $21.8K - $25.1K
2.84K $212K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-244
- 3.0%
$107.66 - $112.36 $26.3K - $27.4K
7.9K $880K
DTM
Dt Midstream, Inc.

Energy
-155
- 7.24%
$99.17 - $113.27 $15.4K - $17.6K
1.99K $224K
UNP
Union Pacific Corp

Industrials
-642
- 2.83%
$214.91 - $237.16 $138K - $152K
22.1K $5.22M
BAC
Bank Of America Corp

Financial Services
-8.8K
- 8.44%
$44.92 - $52.42 $395K - $461K
95.5K $4.92M
ARKW
Ark Next Generation Internet E

ETFs
-376
- 17.99%
$144.46 - $174.76 $54.3K - $65.7K
1.71K $299K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-292
- 3.25%
$45.72 - $47.27 $13.4K - $13.8K
8.68K $407K
BA
Boeing CO

Industrials
-478
- 3.17%
$209.79 - $237.38 $100K - $113K
14.6K $3.15M
CSX
Csx Corp

Industrials
-2.56K
- 8.78%
$32.05 - $36.52 $82K - $93.4K
26.6K $943K
SOXX
Ishares Semiconductor ETF

ETFs
-1.32K
- 12.15%
$236.93 - $271.12 $314K - $359K
9.58K $2.6M
FDX
Fedex Corp

Industrials
-194
- 4.07%
$217.1 - $243.2 $42.1K - $47.2K
4.58K $1.08M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-626
- 4.41%
$47.56 - $49.7 $29.8K - $31.1K
13.6K $671K
GBIL
Goldman Sachs Access Treasury

ETFs
-62
- 0.2%
$99.82 - $100.23 $6.19K - $6.21K
30.4K $3.04M
UBSI
United Bankshares Inc

Financial Services
-299
- 3.56%
$35.03 - $38.73 $10.5K - $11.6K
8.09K $301K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-313
- 0.82%
$96.22 - $98.19 $30.1K - $30.7K
37.7K $3.69M
GPC
Genuine Parts CO

Consumer Cyclical
-454
- 12.92%
$122.23 - $142.77 $55.5K - $64.8K
3.06K $423K
FNB
Fnb Corp

Financial Services
-1.97K
- 9.76%
$14.75 - $16.79 $29K - $33.1K
18.2K $293K
DUK
Duke Energy Corp

Utilities
-1.06K
- 4.68%
$116.31 - $125.93 $124K - $134K
21.7K $2.68M
Pennymac Corp
-68K
- 73.91%
N/A
24K $0
Gamesquare Hldgs Inc
-5.69K
- 3.04%
N/A
182K $0
Liberty Media Corp Del
-99
- 2.47%
N/A
3.91K $0
Cava Group Inc
-307
- 0.93%
N/A
32.6K $0
DFSI
Dimensional ETF Tr Dimen Intl
-3.55K
- 5.63%
N/A
59.5K $0
Fidelity Wise Origin Bitcoin
-196
- 2.84%
N/A
6.72K $0
Smurfit Westrock PLC
-607
- 12.46%
N/A
4.27K $0
Pimco ETF Tr
-6.87K
- 4.98%
N/A
131K $0
Fubotv Inc
-83K
- 76.85%
N/A
25K $0
XEL
Xcel Energy Inc

Utilities
-626
- 15.57%
$67.56 - $80.65 $42.3K - $50.5K
3.39K $273K
Siriusxm Holdings Inc
-7.88K
- 53.01%
N/A
6.98K $0
Redfin Corp
-78K
- 74.29%
N/A
27K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-10.3K
- 36.9%
N/A
17.6K $0
Faraday Future Intlgt Elec I
-4.25K
- 4.08%
N/A
100K $0
Pebblebrook Hotel Tr
-67K
- 75.28%
N/A
22K $0
Snap Inc
-18K
- 50.0%
N/A
18K $0
Neuberger Berman ETF Trust
-1K
- 0.45%
N/A
220K $0
Brookfield Corp
-2.5K
- 18.73%
N/A
10.8K $0
Lam Research Corp
-21.7K
- 62.52%
N/A
13K $0
Maplebear Inc
-81
- 0.11%
N/A
70.9K $0
Te Connectivity PLC
-357
- 28.49%
N/A
896 $0
Brookfield Asset Managmt LTD
-243
- 6.59%
N/A
3.45K $0
Graniteshares ETF Tr
-5.3K
- 35.35%
N/A
9.7K $0
Arista Networks Inc
-63
- 0.43%
N/A
14.5K $0
Labcorp Holdings Inc
-7
- 0.32%
N/A
2.15K $0
Blackstone Mortgage Trust In
-78K
- 76.47%
N/A
24K $0
UYLD
Angel Oak Fds Tr Ultrashort In
-1.49K
- 11.3%
N/A
11.7K $0
Linde PLC
-285
- 7.95%
N/A
3.3K $0
SO
Southern CO

Utilities
-721
- 3.14%
$90.83 - $96.0 $65.5K - $69.2K
22.2K $2.11M
FANG
Diamondback Energy, Inc.

Energy
-75
- 4.05%
$134.53 - $152.5 $10.1K - $11.4K
1.78K $254K
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
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