Portfolio (Quarterly)
Guide ↗
Wealthspire Advisors, LLC
· CIK 0001646247| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CCL | CARNIVAL CORP | Consumer Cyclical | 15,545 | $475K | 0.00% | SOLD |
| 22 | AIG | AMERICAN INTL GROUP INC | Financial Services | 5,445 | $466K | 0.00% | SOLD |
| 23 | PHM | PULTE GROUP INC | Consumer Cyclical | 3,930 | $461K | 0.00% | SOLD |
| 24 | FITB | FIFTH THIRD BANCORP | Financial Services | 9,527 | $446K | 0.00% | SOLD |
| 25 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 5,668 | $432K | 0.00% | SOLD |
| 26 | FCNCA | FIRST CTZNS BANCSHARES INC D | Financial Services | 199 | $427K | 0.00% | SOLD |
| 27 | TPR | TAPESTRY INC | Consumer Cyclical | 3,342 | $427K | 0.00% | SOLD |
| 28 | TOST | TOAST INC | Technology | 11,985 | $426K | 0.00% | SOLD |
| 29 | STT | STATE STR CORP | Financial Services | 3,248 | $419K | 0.00% | SOLD |
| 30 | — | LEIDOS HOLDINGS INC | — | 2,306 | $416K | 0.00% | SOLD |
| 31 | GPC | GENUINE PARTS CO | Consumer Cyclical | 3,383 | $416K | 0.00% | SOLD |
| 32 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 8,308 | $415K | 0.00% | SOLD |
| 33 | XEL | XCEL ENERGY INC | Utilities | 5,575 | $412K | 0.00% | SOLD |
| 34 | DASH | DOORDASH INC | Communication Services | 1,813 | $411K | 0.00% | SOLD |
| 35 | EBAY | EBAY INC. | Consumer Cyclical | 4,677 | $407K | 0.00% | SOLD |
| 36 | UTHR | UNITED THERAPEUTICS CORP DEL | Healthcare | 832 | $405K | 0.00% | SOLD |
| 37 | IXG | ISHARES TR | — | 3,308 | $400K | 0.00% | SOLD |
| 38 | BBY | BEST BUY INC | Consumer Cyclical | 5,799 | $388K | 0.00% | SOLD |
| 39 | RSG | REPUBLIC SVCS INC | Industrials | 1,819 | $386K | 0.00% | SOLD |
| 40 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 1,704 | $380K | 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%