Sontag Advisory

Latest statistics and disclosures from Wealthspire Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealthspire Advisors

Wealthspire Advisors holds 644 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Wealthspire Advisors has 644 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.4 $1.0B +6% 2.1M 477.63
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.1 $500M +2% 1.1M 436.80
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.9 $413M +5% 8.6M 47.90
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Schwab Strategic Tr Us Dividend Eq (SCHD) 5.6 $396M -4% 5.2M 76.13
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Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $375M 1.4M 277.15
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.1 $291M +4% 612k 475.33
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.4 $238M +8% 4.1M 57.96
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Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $226M +14% 951k 237.22
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.7 $189M 5.1M 36.96
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Ishares Tr Core S&p Scp Etf (IJR) 2.4 $171M +2% 1.6M 108.25
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Vanguard Index Fds Mid Cap Etf (VO) 1.8 $130M 558k 232.64
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $123M +7% 3.0M 41.10
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.7 $120M +8% 728k 164.42
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Vanguard Index Fds Large Cap Etf (VV) 1.4 $101M -4% 461k 218.15
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Vanguard Index Fds Growth Etf (VUG) 1.4 $97M 313k 310.88
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Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 1.2 $82M +10% 3.0M 26.91
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Ishares Core Msci Emkt (IEMG) 1.2 $82M 1.6M 50.58
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Vanguard Index Fds Small Cp Etf (VB) 1.1 $77M 363k 213.33
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Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $74M +147% 1.6M 47.49
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Proshares Tr S&p 500 Dv Arist (NOBL) 1.0 $73M +14% 767k 95.20
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Apple (AAPL) 1.0 $71M +7% 369k 192.53
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $66M -2% 1.2M 56.40
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Ishares Tr National Mun Etf (MUB) 0.9 $64M +23% 593k 108.41
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Ishares Tr Core Msci Eafe (IEFA) 0.9 $64M -3% 914k 70.35
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Ishares Tr Core Msci Total (IXUS) 0.8 $58M 885k 64.93
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Microsoft Corporation (MSFT) 0.8 $57M +7% 152k 376.04
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Ishares Tr TRS FLT RT BD (TFLO) 0.8 $55M -8% 1.1M 50.47
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $54M +505% 132k 409.52
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First Tr Exchange-traded No Amer Energy (EMLP) 0.7 $52M +2% 1.9M 27.69
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Vanguard Index Fds Value Etf (VTV) 0.7 $49M +10% 327k 149.50
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $47M -2% 835k 55.90
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Ishares Tr Core Total Usd (IUSB) 0.6 $43M +25% 935k 46.07
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Ishares Tr Msci Eafe Etf (EFA) 0.6 $40M 530k 75.35
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $39M +3% 702k 56.14
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $36M 117k 303.17
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Cme (CME) 0.5 $35M -10% 164k 210.60
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $31M +10% 606k 51.05
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Accenture Plc Ireland Shs Class A (ACN) 0.4 $28M +4% 79k 350.91
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $27M -6% 263k 102.88
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Ishares Tr Rusel 2500 Etf (SMMD) 0.4 $26M +13% 425k 61.57
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $24M +46% 329k 73.55
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Amazon (AMZN) 0.3 $22M +4% 146k 151.94
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Ishares Tr Glb Infrastr Etf (IGF) 0.3 $22M -3% 458k 47.05
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $22M +2% 866k 24.79
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $21M +2% 106k 200.71
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $19M +102% 80k 241.77
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $19M -13% 192k 99.25
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $19M 53k 356.66
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $19M +96% 103k 179.97
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Alphabet Cap Stk Cl C (GOOG) 0.3 $18M +6% 130k 140.93
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $18M -6% 201k 88.36
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $16M 145k 111.63
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Ishares Tr Russell 3000 Etf (IWV) 0.2 $16M 59k 273.74
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $15M 90k 165.25
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First Tr Energy Infrastrctr (FIF) 0.2 $15M -4% 895k 16.46
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $14M 66k 219.57
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Johnson & Johnson (JNJ) 0.2 $14M +39% 91k 156.74
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Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $14M -9% 588k 23.04
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $13M -2% 177k 70.28
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Exxon Mobil Corporation (XOM) 0.2 $12M +30% 123k 99.98
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $12M NEW 176k 65.06
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $11M -4% 77k 145.01
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $11M +32% 105k 105.23
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Chevron Corporation (CVX) 0.2 $11M +88% 73k 149.16
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $11M -4% 41k 262.26
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $11M +3% 138k 77.73
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Vanguard World Fds Consum Stp Etf (VDC) 0.1 $11M -6% 55k 190.96
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $11M -22% 202k 52.20
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $11M +5% 139k 75.10
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $10M +9% 73k 139.69
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $10M 97k 104.46
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $10M -5% 207k 48.72
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Flexshares Tr Qualt Divd Idx (QDF) 0.1 $9.7M -4% 158k 61.53
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $9.6M -7% 204k 47.00
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $9.3M -2% 82k 114.04
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JPMorgan Chase & Co. (JPM) 0.1 $9.3M +10% 55k 170.10
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Spdr Gold Tr Gold Shs (GLD) 0.1 $8.9M -2% 47k 191.17
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Choice Hotels International (CHH) 0.1 $8.8M 77k 113.30
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Abbvie (ABBV) 0.1 $8.6M 55k 154.97
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $8.5M -2% 110k 77.02
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Ishares Tr Core High Dv Etf (HDV) 0.1 $8.5M -4% 83k 101.99
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $8.2M -2% 33k 252.22
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $8.2M -4% 118k 69.34
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Coca-Cola Company (KO) 0.1 $8.2M -5% 138k 58.93
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Ishares Tr Select Divid Etf (DVY) 0.1 $8.0M 69k 117.22
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Procter & Gamble Company (PG) 0.1 $7.8M +18% 53k 146.54
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First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $7.4M -18% 177k 42.17
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $7.4M -52% 60k 124.97
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Home Depot (HD) 0.1 $7.4M +28% 21k 346.56
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $7.3M -3% 47k 155.33
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $7.2M 153k 47.24
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Tesla Motors (TSLA) 0.1 $7.2M +13% 29k 248.48
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Wisdomtree Tr Itl High Div Fd (DTH) 0.1 $6.9M -18% 178k 38.89
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Flexshares Tr Intl Qltdv Idx (IQDF) 0.1 $6.9M -7% 297k 23.28
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Meta Platforms Cl A (META) 0.1 $6.9M +6% 19k 353.95
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Select Sector Spdr Tr Energy (XLE) 0.1 $6.8M +36% 81k 83.84
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Costco Wholesale Corporation (COST) 0.1 $6.7M +19% 10k 660.08
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $6.6M 65k 101.77
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UnitedHealth (UNH) 0.1 $6.6M 13k 526.47
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $6.6M 39k 170.40
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $6.5M +7% 70k 93.81
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $6.4M -7% 70k 91.39
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $6.4M 13k 507.41
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NVIDIA Corporation (NVDA) 0.1 $6.1M +16% 12k 495.20
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Mastercard Incorporated Cl A (MA) 0.1 $6.1M +8% 14k 426.50
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $5.8M NEW 198k 29.23
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Verizon Communications (VZ) 0.1 $5.7M 151k 37.70
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Visa Com Cl A (V) 0.1 $5.6M +15% 22k 260.35
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Merck & Co (MRK) 0.1 $5.6M -10% 51k 109.02
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $5.4M +11% 31k 173.89
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Pepsi (PEP) 0.1 $5.2M 31k 169.84
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Eaton Vance Municipal Bond Fund (EIM) 0.1 $4.9M -2% 488k 10.13
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $4.9M NEW 123k 40.06
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $4.7M -27% 110k 42.52
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Wal-Mart Stores (WMT) 0.1 $4.7M +33% 30k 157.65
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Ishares Tr Global Reit Etf (REET) 0.1 $4.6M 192k 24.18
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McDonald's Corporation (MCD) 0.1 $4.6M +17% 16k 296.51
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Thermo Fisher Scientific (TMO) 0.1 $4.5M +4% 8.4k 530.82
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Abbott Laboratories (ABT) 0.1 $4.4M 40k 110.07
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Oneok (OKE) 0.1 $4.3M +14% 62k 70.22
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Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 0.1 $4.2M NEW 64k 65.74
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $4.1M +141% 89k 46.62
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International Business Machines (IBM) 0.1 $4.1M -3% 25k 163.55
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Bank of America Corporation (BAC) 0.1 $4.0M +7% 118k 33.67
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Cisco Systems (CSCO) 0.1 $3.9M +7% 77k 50.52
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.1 $3.9M +19% 162k 23.86
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Broadcom (AVGO) 0.1 $3.8M +25% 3.4k 1116.24
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Pfizer (PFE) 0.1 $3.8M -12% 132k 28.79
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $3.8M NEW 131k 28.64
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Eli Lilly & Co. (LLY) 0.1 $3.7M +7% 6.4k 582.88
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Intel Corporation (INTC) 0.1 $3.7M +2% 74k 50.25
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $3.6M 40k 91.05
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Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.1 $3.5M NEW 115k 30.69
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $3.5M +9% 151k 23.28
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Ishares Tr Msci Intl Qualty (IQLT) 0.0 $3.5M -17% 94k 37.56
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $3.5M +214% 63k 55.67
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Byrna Technologies Com New (BYRN) 0.0 $3.5M -3% 543k 6.39
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Morgan Stanley Com New (MS) 0.0 $3.5M 37k 93.25
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Ishares Tr U S Equity Factr (LRGF) 0.0 $3.3M -4% 69k 48.29
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Adobe Systems Incorporated (ADBE) 0.0 $3.3M +27% 5.5k 596.60
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Illinois Tool Works (ITW) 0.0 $3.3M +2% 13k 261.93
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Starbucks Corporation (SBUX) 0.0 $3.3M +16% 34k 96.01
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Hormel Foods Corporation (HRL) 0.0 $3.2M 100k 32.11
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Nextera Energy (NEE) 0.0 $3.2M +10% 53k 60.74
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Aon Shs Cl A (AON) 0.0 $3.1M +8% 11k 291.02
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Blackstone Group Inc Com Cl A (BX) 0.0 $3.1M -5% 24k 130.92
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Chesapeake Utilities Corporation (CPK) 0.0 $3.1M 29k 105.63
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J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.0 $3.0M +32% 53k 56.59
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Union Pacific Corporation (UNP) 0.0 $3.0M +95% 12k 245.63
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Rocket Cos Com Cl A (RKT) 0.0 $2.8M -22% 191k 14.48
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Metropcs Communications (TMUS) 0.0 $2.8M +2% 17k 160.33
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Marriott Intl Cl A (MAR) 0.0 $2.7M +3% 12k 225.51
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Duke Energy Corp Com New (DUK) 0.0 $2.7M +19% 28k 97.04
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Charles Schwab Corporation (SCHW) 0.0 $2.7M +2% 39k 68.80
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Netflix (NFLX) 0.0 $2.7M +4% 5.5k 486.87
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Comcast Corp Cl A (CMCSA) 0.0 $2.7M +4% 61k 43.85
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $2.6M 35k 75.32
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $2.6M 191k 13.80
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Enterprise Products Partners (EPD) 0.0 $2.6M +3% 99k 26.35
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Lyondellbasell Industries N Shs - A - (LYB) 0.0 $2.6M +3% 27k 95.08
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Amgen (AMGN) 0.0 $2.6M -2% 8.9k 288.03
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $2.6M 21k 122.75
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $2.5M -4% 53k 47.56
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $2.5M -3% 64k 39.19
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Philip Morris International (PM) 0.0 $2.5M 27k 94.08
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Alps Etf Tr Oshares Us Smlcp (OUSM) 0.0 $2.5M 64k 39.18
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J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.0 $2.5M -5% 48k 52.29
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Dow (DOW) 0.0 $2.4M +74% 45k 54.84
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $2.4M -3% 6.4k 376.85
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Vanguard World Fds Utilities Etf (VPU) 0.0 $2.4M 17k 137.07
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Ishares Tr Ishares Biotech (IBB) 0.0 $2.4M 17k 135.85
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $2.3M +23% 48k 49.36
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $2.3M +2% 8.6k 270.78
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $2.3M -19% 37k 61.94
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Ford Motor Company (F) 0.0 $2.3M +29% 188k 12.19
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Eaton Corp SHS (ETN) 0.0 $2.3M -2% 9.4k 240.82
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $2.2M +4% 19k 117.13
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Cava Group Ord (CAVA) 0.0 $2.2M NEW 51k 42.98
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Walt Disney Company (DIS) 0.0 $2.2M 24k 90.29
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $2.2M 191k 11.47
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Southern Company (SO) 0.0 $2.2M +43% 31k 70.12
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Oracle Corporation (ORCL) 0.0 $2.2M +7% 21k 105.43
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Becton, Dickinson and (BDX) 0.0 $2.1M +9% 8.8k 243.83
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Stryker Corporation (SYK) 0.0 $2.1M +2% 7.1k 299.46
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Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.0 $2.1M 35k 60.47
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $2.1M +755% 33k 62.66
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American Airls (AAL) 0.0 $2.0M +30% 147k 13.74
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Boeing Company (BA) 0.0 $2.0M +13% 7.8k 260.67
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General Electric Com New (GE) 0.0 $2.0M 16k 127.63
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Wells Fargo & Company (WFC) 0.0 $2.0M +165% 41k 49.22
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $2.0M +8% 4.1k 483.96
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Target Corporation (TGT) 0.0 $2.0M +4% 14k 142.42
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $2.0M +12% 15k 136.38
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salesforce (CRM) 0.0 $2.0M +15% 7.5k 263.14
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BlackRock (BLK) 0.0 $2.0M +4% 2.4k 811.87
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Fastenal Company (FAST) 0.0 $2.0M 30k 64.77
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $2.0M 12k 157.80
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Palantir Technologies Cl A (PLTR) 0.0 $1.9M -16% 114k 17.17
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $1.9M 19k 100.51
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $1.9M -49% 24k 82.04
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At&t (T) 0.0 $1.9M 116k 16.78
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Select Sector Spdr Tr Financial (XLF) 0.0 $1.9M +38% 52k 37.60
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $1.9M -7% 37k 51.99
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Ishares Tr Core Div Grwth (DGRO) 0.0 $1.9M -6% 36k 53.82
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $1.9M -3% 18k 104.92
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Nike CL B (NKE) 0.0 $1.9M +5% 17k 108.58
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Northrop Grumman Corporation (NOC) 0.0 $1.9M 4.0k 468.08
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Fair Isaac Corporation (FICO) 0.0 $1.9M -10% 1.6k 1164.01
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Lauder Estee Cos Cl A (EL) 0.0 $1.8M 13k 146.25
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Valero Energy Corporation (VLO) 0.0 $1.8M +21% 14k 130.00
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Bristol Myers Squibb (BMY) 0.0 $1.8M +20% 35k 51.31
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H&E Equipment Services (HEES) 0.0 $1.8M 34k 52.32
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $1.8M 39k 45.69
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Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $1.8M +156% 59k 29.72
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Delta Air Lines Inc Del Com New (DAL) 0.0 $1.8M +53% 44k 40.23
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CVS Caremark Corporation (CVS) 0.0 $1.8M 22k 78.96
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Deutsche Bank A G Namen Akt (DB) 0.0 $1.7M +55% 129k 13.55
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $1.7M 56k 31.19
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Paychex (PAYX) 0.0 $1.7M +2% 14k 119.11
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Automatic Data Processing (ADP) 0.0 $1.7M +55% 7.4k 232.97
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Qualcomm (QCOM) 0.0 $1.7M -4% 12k 144.63
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.7M +21% 42k 40.21
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Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.0 $1.7M 38k 43.70
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Snowflake Cl A (SNOW) 0.0 $1.6M 8.3k 199.00
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Lowe's Companies (LOW) 0.0 $1.6M +5% 7.4k 222.55
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Atlantic Union B (AUB) 0.0 $1.6M -18% 45k 36.54
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Fiserv (FI) 0.0 $1.6M 12k 132.84
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Progressive Corporation (PGR) 0.0 $1.6M -2% 10k 159.28
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Raytheon Technologies Corp (RTX) 0.0 $1.6M +8% 19k 84.14
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $1.6M NEW 34k 47.86
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $1.6M 14k 110.66
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Teleflex Incorporated (TFX) 0.0 $1.6M 6.4k 249.34
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Caterpillar (CAT) 0.0 $1.6M +8% 5.3k 295.67
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Advanced Micro Devices (AMD) 0.0 $1.6M 11k 147.41
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Spdr Ser Tr Portfolio Short (SPSB) 0.0 $1.6M -55% 53k 29.78
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FedEx Corporation (FDX) 0.0 $1.6M +18% 6.1k 252.98
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Intuit (INTU) 0.0 $1.5M +3% 2.5k 625.06
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Emerson Electric (EMR) 0.0 $1.5M +3% 16k 97.33
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Dover Corporation (DOV) 0.0 $1.5M 10k 153.80
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Phillips 66 (PSX) 0.0 $1.5M +11% 12k 133.14
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Applied Materials (AMAT) 0.0 $1.5M +7% 9.4k 162.07
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $1.5M +12% 32k 48.45
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Uber Technologies (UBER) 0.0 $1.5M 25k 61.57
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Maximus (MMS) 0.0 $1.5M NEW 18k 83.86
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T. Rowe Price (TROW) 0.0 $1.5M +3% 14k 107.69
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Texas Instruments Incorporated (TXN) 0.0 $1.5M +14% 8.8k 170.46
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Ecolab (ECL) 0.0 $1.5M -21% 7.3k 198.35
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Altria (MO) 0.0 $1.5M +44% 36k 40.34
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Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.0 $1.4M 24k 61.10
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Williams Companies (WMB) 0.0 $1.4M -4% 41k 34.83
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Past Filings by Wealthspire Advisors

SEC 13F filings are viewable for Wealthspire Advisors going back to 2018

View all past filings