Wealthspire Advisors, LLC Sells in Q3 2025

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
-109
- 1.47%
$42.54 - $48.1 $4.64K - $5.24K
7.32K $345K
AFL
Aflac Inc

Financial Services
-294
- 2.64%
$98.09 - $111.7 $28.8K - $32.8K
10.8K $1.21M
VMC
Vulcan Materials CO

Basic Materials
-79
- 5.96%
$260.62 - $307.62 $20.6K - $24.3K
1.25K $383K
IBB
Ishares Biotechnology ETF

ETFs
-560
- 8.09%
$127.63 - $144.37 $71.5K - $80.8K
6.36K $918K
EVR
Evercore Inc.

Financial Services
-66
- 6.73%
$276.5 - $362.79 $18.2K - $23.9K
914 $308K
WEC
Wec Energy Group, Inc.

Utilities
-506
- 5.1%
$103.66 - $114.59 $52.5K - $58K
9.42K $1.08M
IXN
Ishares Global Information Tec

ETFs
-44
- 0.97%
$91.28 - $103.32 $4.02K - $4.55K
4.5K $464K
LNT
Alliant Energy Corp

Utilities
-261
- 2.86%
$60.76 - $67.41 $15.9K - $17.6K
8.86K $597K
MTZ
Mastec Inc

Industrials
-29
- 2.32%
$168.23 - $212.81 $4.88K - $6.17K
1.22K $260K
WPC
W. P. Carey Inc.

Real Estate
-228
- 1.91%
$61.29 - $68.7 $14K - $15.7K
11.7K $792K
GM
General Motors CO

Consumer Cyclical
-49
- 1.09%
$48.89 - $61.24 $2.4K - $3K
4.43K $270K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-252
- 2.62%
$187.97 - $199.47 $47.4K - $50.3K
9.37K $1.87M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-30
- 0.84%
$68.94 - $86.3 $2.07K - $2.59K
3.56K $307K
CFG
Citizens Financial Group Inc

Financial Services
-718
- 6.21%
$46.1 - $53.65 $33.1K - $38.5K
10.9K $576K
PWR
Quanta Services, Inc.

Industrials
-30
- 1.5%
$372.29 - $421.68 $11.2K - $12.7K
1.97K $816K
MS
Morgan Stanley

Financial Services
-2.4K
- 9.79%
$139.09 - $161.16 $334K - $387K
22.1K $3.52M
OSK
Oshkosh Corp

Industrials
-22
- 0.54%
$118.16 - $143.44 $2.6K - $3.16K
4.06K $526K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-4.06K
- 3.46%
$87.05 - $93.19 $354K - $379K
113K $10.5M
EVRG
Evergy, Inc.

Utilities
-994
- 5.05%
$67.73 - $76.02 $67.3K - $75.6K
18.7K $1.42M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-71
- 0.16%
$27.61 - $29.15 $1.96K - $2.07K
45.4K $1.32M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-915
- 2.09%
$59.61 - $63.09 $54.5K - $57.7K
42.9K $2.7M
EL
Estee Lauder Companies Inc

Consumer Defensive
-236
- 1.94%
$83.65 - $95.26 $19.7K - $22.5K
11.9K $1.05M
RJF
Raymond James Financial Inc

Financial Services
-344
- 5.21%
$154.64 - $176.43 $53.2K - $60.7K
6.26K $1.08M
MPC
Marathon Petroleum Corp

Energy
-346
- 6.83%
$158.59 - $198.69 $54.9K - $68.7K
4.72K $909K
AXP
American Express CO

Financial Services
-207
- 1.84%
$294.27 - $342.31 $60.9K - $70.9K
11.1K $3.67M
NFG
National Fuel Gas CO

Energy
-116
- 0.98%
$82.19 - $93.72 $9.53K - $10.9K
11.8K $1.09M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-78
- 0.13%
$42.43 - $45.05 $3.31K - $3.51K
58.2K $2.56M
PBW
Invesco Exchange Traded Fd Tr

ETFs
-107
- 1.04%
$20.09 - $29.42 $2.15K - $3.15K
10.2K $294K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-52
- 0.13%
$41.13 - $44.7 $2.14K - $2.32K
39.2K $1.75M
BMO
Bank Of Montreal

Financial Services
-216
- 3.35%
$110.44 - $130.66 $23.9K - $28.2K
6.23K $811K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-640
- 2.46%
$77.5 - $86.87 $49.6K - $55.6K
25.3K $2.12M
AEP
American Electric Power CO Inc

Utilities
-368
- 2.26%
$103.26 - $115.0 $38K - $42.3K
15.9K $1.79M
CMI
Cummins Inc

Industrials
-105
- 6.77%
$327.85 - $426.39 $34.4K - $44.8K
1.45K $610K
RTX
Raytheon Technologies Corp

Industrials
-1.72K
- 9.34%
$144.19 - $167.33 $248K - $287K
16.7K $2.79M
SLV
I Shares Silver Trust

ETFs
-673
- 4.8%
$32.73 - $42.5 $22K - $28.6K
13.3K $565K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-70
- 0.32%
$94.17 - $99.95 $6.59K - $7K
21.6K $2.16M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.38K
- 3.08%
$63.41 - $69.69 $87.2K - $95.8K
43.3K $2.96M
APH
Amphenol Corp

Technology
-457
- 6.4%
$97.39 - $125.4 $44.5K - $57.3K
6.68K $827K
CX
Cemex Sab De Cv

Basic Materials
-7.25K
- 7.85%
$7.1 - $9.55 $51.5K - $69.2K
85.2K $765K
ITW
Illinois Tool Works Inc

Industrials
-99
- 0.87%
$252.31 - $269.41 $25K - $26.7K
11.3K $2.96M
MRK
Merck & Co., Inc.

Healthcare
-1.24K
- 2.52%
$77.6 - $87.37 $96.2K - $108K
48K $4.03M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-876
- 2.01%
$82.96 - $95.7 $72.7K - $83.8K
42.7K $3.83M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-420
- 1.18%
$82.42 - $87.03 $34.6K - $36.6K
35.3K $3.07M
GLW
Corning Inc

Technology
-611
- 9.51%
$51.6 - $82.03 $31.5K - $50.1K
5.81K $476K
ATO
Atmos Energy Corp

Utilities
-116
- 1.22%
$151.51 - $170.75 $17.6K - $19.8K
9.39K $1.6M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-884
- 1.9%
$91.28 - $97.59 $80.7K - $86.3K
45.6K $4.38M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-1.86K
- 0.31%
$9.44 - $10.39 $17.6K - $19.4K
603K $6M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-368
- 11.25%
$103.83 - $179.9 $38.2K - $66.2K
2.9K $519K
ETN
Eaton Corp PLC

Industrials
-25
- 0.27%
$342.99 - $392.76 $8.57K - $9.82K
9.09K $3.4M
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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