Portfolio (Quarterly)
Guide ↗
Wealthspire Advisors, LLC
· CIK 0001646247| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | PEJ | INVESCO EXCHANGE TRADED FD T | — | 4,644 | $285K | 0.00% | SOLD |
| 82 | AWI | ARMSTRONG WORLD INDS INC NEW | Industrials | 1,489 | $285K | 0.00% | SOLD |
| 83 | CCK | CROWN HLDGS INC | Consumer Cyclical | 2,761 | $284K | 0.00% | SOLD |
| 84 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 1,361 | $283K | 0.00% | SOLD |
| 85 | CIEN | CIENA CORP | Technology | 1,204 | $282K | 0.00% | SOLD |
| 86 | CNP | CENTERPOINT ENERGY INC | Utilities | 7,329 | $281K | 0.00% | SOLD |
| 87 | SOLV | SOLVENTUM CORP | Healthcare | 3,539 | $280K | 0.00% | SOLD |
| 88 | BKR | BAKER HUGHES COMPANY | Energy | 6,118 | $279K | 0.00% | SOLD |
| 89 | PLXS | PLEXUS CORP | Technology | 1,881 | $277K | 0.00% | SOLD |
| 90 | VST | VISTRA CORP | Utilities | 1,709 | $276K | 0.00% | SOLD |
| 91 | MUSA | MURPHY USA INC | Consumer Cyclical | 683 | $276K | 0.00% | SOLD |
| 92 | SPRY | ARS PHARMACEUTICALS INC | Healthcare | 23,650 | $276K | 0.00% | SOLD |
| 93 | FIX | COMFORT SYS USA INC | Industrials | 294 | $274K | 0.00% | SOLD |
| 94 | — | CRH PLC | — | 2,196 | $274K | 0.00% | SOLD |
| 95 | MPWR | MONOLITHIC PWR SYS INC | Technology | 301 | $273K | 0.00% | SOLD |
| 96 | SNY | SANOFI SA | Healthcare | 5,624 | $273K | 0.00% | SOLD |
| 97 | CINF | CINCINNATI FINL CORP | Financial Services | 1,667 | $272K | 0.00% | SOLD |
| 98 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 3,274 | $272K | 0.00% | SOLD |
| 99 | BCS | BARCLAYS PLC | Financial Services | 10,645 | $271K | 0.00% | SOLD |
| 100 | HDB | HDFC BANK LTD | Financial Services | 7,406 | $271K | 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%