Portfolio (Quarterly)
Guide ↗
Wealthspire Advisors, LLC
· CIK 0001646247| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | MTZ | MASTEC INC | Industrials | 1,749 | $380K | 0.00% | SOLD |
| 42 | BRO | BROWN & BROWN INC | Financial Services | 4,713 | $376K | 0.00% | SOLD |
| 43 | — | VANGUARD CALIF TAX FREE FDS | — | 3,712 | $372K | 0.00% | SOLD |
| 44 | L | LOEWS CORP | Financial Services | 3,522 | $371K | 0.00% | SOLD |
| 45 | EA | ELECTRONIC ARTS INC | Communication Services | 1,812 | $370K | 0.00% | SOLD |
| 46 | XBI | SPDR SERIES TRUST | — | 2,996 | $365K | 0.00% | SOLD |
| 47 | GRMN | GARMIN LTD | Technology | 1,798 | $365K | 0.00% | SOLD |
| 48 | MCO | MOODYS CORP | Financial Services | 703 | $359K | 0.00% | SOLD |
| 49 | — | INGERSOLL RAND INC | — | 4,441 | $352K | 0.00% | SOLD |
| 50 | DD | DUPONT DE NEMOURS INC | Basic Materials | 8,741 | $351K | 0.00% | SOLD |
| 51 | A | AGILENT TECHNOLOGIES INC | Healthcare | 2,569 | $350K | 0.00% | SOLD |
| 52 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 1,629 | $349K | 0.00% | SOLD |
| 53 | ITT | ITT INC | Industrials | 1,985 | $344K | 0.00% | SOLD |
| 54 | EQIX | EQUINIX INC | Real Estate | 449 | $344K | 0.00% | SOLD |
| 55 | ILMN | ILLUMINA INC | Healthcare | 2,613 | $343K | 0.00% | SOLD |
| 56 | — | IQVIA HLDGS INC | — | 1,493 | $337K | 0.00% | SOLD |
| 57 | ING | ING GROEP N.V. | Financial Services | 11,890 | $333K | 0.00% | SOLD |
| 58 | XLRE | SELECT SECTOR SPDR TR | — | 8,183 | $330K | 0.00% | SOLD |
| 59 | NUE | NUCOR CORP | Basic Materials | 2,022 | $330K | 0.00% | SOLD |
| 60 | PKG | PACKAGING CORP AMER | Consumer Cyclical | 1,593 | $329K | 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%