Portfolio (Quarterly)
Guide ↗
Wealthspire Advisors, LLC
· CIK 0001646247| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | RY | ROYAL BK CDA | Financial Services | 1,326 | $226K | 0.00% | SOLD |
| 142 | CW | CURTISS WRIGHT CORP | Industrials | 410 | $226K | 0.00% | SOLD |
| 143 | RMD | RESMED INC | Healthcare | 937 | $226K | 0.00% | SOLD |
| 144 | EOG | EOG RES INC | Energy | 2,145 | $225K | 0.00% | SOLD |
| 145 | TTD | THE TRADE DESK INC | Technology | 5,933 | $225K | 0.00% | SOLD |
| 146 | ARW | ARROW ELECTRS INC | Technology | 2,033 | $224K | 0.00% | SOLD |
| 147 | XYL | XYLEM INC | Industrials | 1,640 | $223K | 0.00% | SOLD |
| 148 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 7,918 | $222K | 0.00% | SOLD |
| 149 | HAL | HALLIBURTON CO | Energy | 7,840 | $222K | 0.00% | SOLD |
| 150 | HMC | HONDA MOTOR LTD | Consumer Cyclical | 7,498 | $221K | 0.00% | SOLD |
| 151 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 3,429 | $221K | 0.00% | SOLD |
| 152 | NDAQ | NASDAQ INC | Financial Services | 2,268 | $220K | 0.00% | SOLD |
| 153 | QTEC | FIRST TR EXCHANGE-TRADED FD | — | 942 | $217K | 0.00% | SOLD |
| 154 | — | EVEREST GROUP LTD | — | 639 | $217K | 0.00% | SOLD |
| 155 | TXT | TEXTRON INC | Industrials | 2,482 | $216K | 0.00% | SOLD |
| 156 | VTRS | VIATRIS INC | Healthcare | 17,291 | $215K | 0.00% | SOLD |
| 157 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 4,289 | $214K | 0.00% | SOLD |
| 158 | FETH | FIDELITY ETHEREUM FD | Financial Services | 7,219 | $214K | 0.00% | SOLD |
| 159 | DDOG | DATADOG INC | Technology | 1,565 | $213K | 0.00% | SOLD |
| 160 | SJM | SMUCKER J M CO | Consumer Defensive | 2,165 | $212K | 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%