Portfolio (Quarterly)
Guide ↗
Wealthspire Advisors, LLC
· CIK 0001646247| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | CVNA | CARVANA CO | Consumer Cyclical | 573 | $242K | 0.00% | SOLD |
| 122 | POOL | POOL CORP | Industrials | 1,051 | $240K | 0.00% | SOLD |
| 123 | OHI | OMEGA HEALTHCARE INVS INC | Real Estate | 5,414 | $240K | 0.00% | SOLD |
| 124 | BHP | BHP GROUP LTD | Basic Materials | 3,966 | $239K | 0.00% | SOLD |
| 125 | FLEX | FLEX LTD | Technology | 3,952 | $239K | 0.00% | SOLD |
| 126 | AYI | ACUITY INC | Industrials | 661 | $238K | 0.00% | SOLD |
| 127 | DRI | DARDEN RESTAURANTS INC | Consumer Cyclical | 1,291 | $238K | 0.00% | SOLD |
| 128 | EQT | EQT CORP | Energy | 4,424 | $237K | 0.00% | SOLD |
| 129 | KVYO | KLAVIYO INC | Technology | 7,285 | $237K | 0.00% | SOLD |
| 130 | — | SMURFIT WESTROCK PLC | — | 6,101 | $236K | 0.00% | SOLD |
| 131 | CNC | CENTENE CORP DEL | Healthcare | 5,680 | $234K | 0.00% | SOLD |
| 132 | PPL | PPL CORP | Utilities | 6,672 | $234K | 0.00% | SOLD |
| 133 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 385 | $233K | 0.00% | SOLD |
| 134 | KGC | KINROSS GOLD CORP | Basic Materials | 8,246 | $232K | 0.00% | SOLD |
| 135 | — | BROOKFIELD ASSET MANAGMT LTD | — | 4,427 | $232K | 0.00% | SOLD |
| 136 | — | GLOBUS MED INC | — | 2,645 | $231K | 0.00% | SOLD |
| 137 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 3,591 | $229K | 0.00% | SOLD |
| 138 | ZM | ZOOM COMMUNICATIONS INC | Technology | 2,651 | $229K | 0.00% | SOLD |
| 139 | DVN | DEVON ENERGY CORP NEW | Energy | 6,240 | $229K | 0.00% | SOLD |
| 140 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 2,200 | $226K | 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%