Portfolio (Quarterly)
Guide ↗
Wealthspire Advisors, LLC
· CIK 0001646247| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | NVT | NVENT ELECTRIC PLC | Industrials | 2,070 | $211K | 0.00% | SOLD |
| 162 | ZETA | ZETA GLOBAL HOLDINGS CORP | Technology | 10,355 | $211K | 0.00% | SOLD |
| 163 | IOO | ISHARES TR | — | 1,646 | $208K | 0.00% | SOLD |
| 164 | SHOC | EA SERIES TRUST | — | 3,036 | $208K | 0.00% | SOLD |
| 165 | TAK | TAKEDA PHARMACEUTICAL CO LTD | Healthcare | 13,346 | $208K | 0.00% | SOLD |
| 166 | CWEN | CLEARWAY ENERGY INC | Utilities | 6,224 | $207K | 0.00% | SOLD |
| 167 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 4,689 | $205K | 0.00% | SOLD |
| 168 | CNI | CANADIAN NATL RY CO | Industrials | 2,062 | $204K | 0.00% | SOLD |
| 169 | — | SEALED AIR CORP NEW | — | 4,909 | $203K | 0.00% | SOLD |
| 170 | CMS | CMS ENERGY CORP | Utilities | 2,899 | $203K | 0.00% | SOLD |
| 171 | AOS | SMITH A O CORP | Industrials | 3,023 | $202K | 0.00% | SOLD |
| 172 | PCG | PG&E CORP | Utilities | 12,528 | $201K | 0.00% | SOLD |
| 173 | PRGS | PROGRESS SOFTWARE CORP | Technology | 4,675 | $201K | 0.00% | SOLD |
| 174 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 10,526 | $182K | 0.00% | SOLD |
| 175 | ASX | ASE TECHNOLOGY HLDG CO LTD | Technology | 11,179 | $180K | 0.00% | SOLD |
| 176 | HLN | HALEON PLC | Healthcare | 14,047 | $142K | 0.00% | SOLD |
| 177 | NMR | NOMURA HLDGS INC | Financial Services | 14,750 | $124K | 0.00% | SOLD |
| 178 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 22,749 | $121K | 0.00% | SOLD |
| 179 | SGHC | SUPER GROUP SGHC LIMITED | Consumer Cyclical | 10,000 | $120K | 0.00% | SOLD |
| 180 | — | NEW GOLD INC CDA | — | 13,064 | $114K | 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%