Wealthspire Advisors, LLC
· CIK 0001646247| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 374,208 | $6.5M | 0.05% | SOLD |
| 2 | EVRG | EVERGY INC | Utilities | 20,877 | $1.5M | 0.01% | SOLD |
| 3 | — | ASTRAZENECA PLC | — | 10,859 | $998K | 0.01% | SOLD |
| 4 | APP | APPLOVIN CORP | Technology | 1,400 | $943K | 0.01% | SOLD |
| 5 | BMO | BANK MONTREAL QUE | Financial Services | 6,835 | $887K | 0.01% | SOLD |
| 6 | SAP | SAP SE | Technology | 3,079 | $748K | 0.01% | SOLD |
| 7 | HCA | HCA HEALTHCARE INC | Healthcare | 1,551 | $724K | 0.01% | SOLD |
| 8 | — | CYBERARK SOFTWARE LTD | — | 1,562 | $697K | 0.01% | SOLD |
| 9 | HWM | HOWMET AEROSPACE INC | Industrials | 3,310 | $679K | 0.01% | SOLD |
| 10 | — | CENCORA INC | — | 1,974 | $667K | 0.01% | SOLD |
| 11 | IFLN | INVESCO EXCH TRADED FD TR II | — | 31,269 | $582K | 0.01% | SOLD |
| 12 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 991 | $576K | 0.01% | SOLD |
| 13 | SNPS | SYNOPSYS INC | Technology | 1,198 | $563K | 0.00% | SOLD |
| 14 | DOCU | DOCUSIGN INC | Technology | 8,220 | $562K | 0.00% | SOLD |
| 15 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 18,358 | $498K | 0.00% | SOLD |
| 16 | PCAR | PACCAR INC | Industrials | 4,536 | $497K | 0.00% | SOLD |
| 17 | HSBC | HSBC HLDGS PLC | Financial Services | 6,302 | $496K | 0.00% | SOLD |
| 18 | NRG | NRG ENERGY INC | Utilities | 3,073 | $489K | 0.00% | SOLD |
| 19 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 1,722 | $488K | 0.00% | SOLD |
| 20 | UAL | UNITED AIRLS HLDGS INC | Industrials | 4,271 | $478K | 0.00% | SOLD |
Sector Allocation
Financial Services
45.6%
Technology
19.0%
Consumer Cyclical
9.2%
Communication Services
7.4%
Healthcare
5.1%
Industrials
4.6%
Consumer Defensive
3.8%
Energy
2.5%
Utilities
1.5%
Real Estate
0.6%