Portfolio (Quarterly)
Guide ↗
Wealthspire Advisors, LLC
· CIK 0001646247| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | RSPT | INVESCO EXCHANGE TRADED FD T | — | 5,940 | $270K | 0.00% | SOLD |
| 102 | — | BANKFINANCIAL CORP | — | 22,500 | $270K | 0.00% | SOLD |
| 103 | DB | DEUTSCHE BANK A G | Financial Services | 6,969 | $269K | 0.00% | SOLD |
| 104 | INSP | INSPIRE MED SYS INC | Healthcare | 2,882 | $266K | 0.00% | SOLD |
| 105 | VOYA | VOYA FINANCIAL INC | Financial Services | 3,568 | $266K | 0.00% | SOLD |
| 106 | ODFL | OLD DOMINION FREIGHT LINE IN | Industrials | 1,677 | $263K | 0.00% | SOLD |
| 107 | RGEN | REPLIGEN CORP | Healthcare | 1,600 | $262K | 0.00% | SOLD |
| 108 | MSTR | STRATEGY INC | Technology | 1,714 | $260K | 0.00% | SOLD |
| 109 | SYF | SYNCHRONY FINANCIAL | Financial Services | 3,099 | $259K | 0.00% | SOLD |
| 110 | SNA | SNAP ON INC | Industrials | 741 | $255K | 0.00% | SOLD |
| 111 | J | JACOBS SOLUTIONS INC | Industrials | 1,908 | $253K | 0.00% | SOLD |
| 112 | CTRA | COTERRA ENERGY INC | Energy | 9,570 | $252K | 0.00% | SOLD |
| 113 | WSM | WILLIAMS SONOMA INC | Consumer Cyclical | 1,404 | $251K | 0.00% | SOLD |
| 114 | MTG | MGIC INVT CORP WIS | Financial Services | 8,580 | $251K | 0.00% | SOLD |
| 115 | SLF | SUN LIFE FINANCIAL INC. | Financial Services | 3,966 | $247K | 0.00% | SOLD |
| 116 | CHAT | TIDAL TRUST II | — | 4,190 | $247K | 0.00% | SOLD |
| 117 | SWK | STANLEY BLACK & DECKER INC | Industrials | 3,320 | $247K | 0.00% | SOLD |
| 118 | AA | ALCOA CORP | Basic Materials | 4,617 | $245K | 0.00% | SOLD |
| 119 | SMFG | SUMITOMO MITSUI FINL GROUP I | Financial Services | 12,671 | $245K | 0.00% | SOLD |
| 120 | CCI | CROWN CASTLE INC | Real Estate | 2,730 | $243K | 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%