Portfolio (Quarterly)
Guide ↗
Wealthspire Advisors, LLC
· CIK 0001646247| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | VRSK | VERISK ANALYTICS INC | Industrials | 1,468 | $328K | 0.00% | SOLD |
| 62 | FSLR | FIRST SOLAR INC | Energy | 1,251 | $327K | 0.00% | SOLD |
| 63 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 13,560 | $326K | 0.00% | SOLD |
| 64 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 943 | $321K | 0.00% | SOLD |
| 65 | OTIS | OTIS WORLDWIDE CORP | Industrials | 3,601 | $315K | 0.00% | SOLD |
| 66 | VICI | VICI PPTYS INC | Real Estate | 11,143 | $313K | 0.00% | SOLD |
| 67 | DG | DOLLAR GEN CORP NEW | Consumer Defensive | 2,344 | $311K | 0.00% | SOLD |
| 68 | Z | ZILLOW GROUP INC | Communication Services | 4,460 | $304K | 0.00% | SOLD |
| 69 | WWD | WOODWARD INC | Industrials | 996 | $301K | 0.00% | SOLD |
| 70 | HUBB | HUBBELL INC | Industrials | 676 | $300K | 0.00% | SOLD |
| 71 | STLD | STEEL DYNAMICS INC | Basic Materials | 1,768 | $300K | 0.00% | SOLD |
| 72 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 40,629 | $297K | 0.00% | SOLD |
| 73 | ON | ON SEMICONDUCTOR CORP | Technology | 5,454 | $295K | 0.00% | SOLD |
| 74 | INGR | INGREDION INC | Consumer Defensive | 2,670 | $294K | 0.00% | SOLD |
| 75 | LPLA | LPL FINL HLDGS INC | Financial Services | 822 | $294K | 0.00% | SOLD |
| 76 | VLTO | VERALTO CORP | Industrials | 2,925 | $292K | 0.00% | SOLD |
| 77 | IT | GARTNER INC | Technology | 1,150 | $290K | 0.00% | SOLD |
| 78 | CBRE | CBRE GROUP INC | Real Estate | 1,791 | $288K | 0.00% | SOLD |
| 79 | WPM | WHEATON PRECIOUS METALS CORP | Basic Materials | 2,435 | $286K | 0.00% | SOLD |
| 80 | HUM | HUMANA INC | Healthcare | 1,115 | $285K | 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%