Sontag Advisory
Latest statistics and disclosures from Wealthspire Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VOO, VEA, SCHD, IJH, and represent 38.35% of Wealthspire Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$64M), QQQ (+$45M), VTIP (+$44M), VTI (+$29M), VEA (+$22M), VXUS (+$18M), VOO (+$13M), MUB (+$12M), SPY (+$12M), SPYG (+$12M).
- Started 73 new stock positions in AIQ, LNKB, DVN, MGK, DFAE, MCO, PSA, PRFZ, GEM, CCL.
- Reduced shares in these 10 stocks: SCHD (-$17M), SDY (-$8.2M), TFLO, AOM, VV, CME, AGG, SCHP, Ishares Ibonds Dec 2023 Term T, ACWV.
- Sold out of its positions in Activision Blizzard, ABNB, HYT, GLW, EOG, Fiesta Restaurant, HUM, BSJO, Invesco Exch Trd Slf Idx Fd bulshs 2023 hy, Guggenheim Bulletshrs 2023 Corp Bd Etf. AOM, Ishares Tr ibnd dec23 etf, Ishares Ibonds Dec 2023 Term T, JEPI, J, Pctel, Partners Bancorp, MINT, SWKS, STM, SLF, VNO, FLEX.
- Wealthspire Advisors was a net buyer of stock by $386M.
- Wealthspire Advisors has $7.0B in assets under management (AUM), dropping by 16.25%.
- Central Index Key (CIK): 0001646247
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
Download as csv Download as ExcelPortfolio 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.
- Sign up to view all of the Wealthspire Advisors Dec. 31, 2023 positions
- Download the Wealthspire Advisors December 2023 csv data
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 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.1 | $500M | +2% | 1.1M | 436.80 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.9 | $413M | +5% | 8.6M | 47.90 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 5.6 | $396M | -4% | 5.2M | 76.13 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 5.3 | $375M | 1.4M | 277.15 |
|
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.1 | $291M | +4% | 612k | 475.33 |
|
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 |
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.7 | $189M | 5.1M | 36.96 |
|
|
Ishares Tr Core S&p Scp Etf (IJR) | 2.4 | $171M | +2% | 1.6M | 108.25 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 1.8 | $130M | 558k | 232.64 |
|
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.7 | $123M | +7% | 3.0M | 41.10 |
|
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 |
|
Vanguard Index Fds Growth Etf (VUG) | 1.4 | $97M | 313k | 310.88 |
|
|
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 1.2 | $82M | +10% | 3.0M | 26.91 |
|
Ishares Core Msci Emkt (IEMG) | 1.2 | $82M | 1.6M | 50.58 |
|
|
Vanguard Index Fds Small Cp Etf (VB) | 1.1 | $77M | 363k | 213.33 |
|
|
Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.0 | $74M | +147% | 1.6M | 47.49 |
|
Proshares Tr S&p 500 Dv Arist (NOBL) | 1.0 | $73M | +14% | 767k | 95.20 |
|
Apple (AAPL) | 1.0 | $71M | +7% | 369k | 192.53 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.9 | $66M | -2% | 1.2M | 56.40 |
|
Ishares Tr National Mun Etf (MUB) | 0.9 | $64M | +23% | 593k | 108.41 |
|
Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $64M | -3% | 914k | 70.35 |
|
Ishares Tr Core Msci Total (IXUS) | 0.8 | $58M | 885k | 64.93 |
|
|
Microsoft Corporation (MSFT) | 0.8 | $57M | +7% | 152k | 376.04 |
|
Ishares Tr TRS FLT RT BD (TFLO) | 0.8 | $55M | -8% | 1.1M | 50.47 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $54M | +505% | 132k | 409.52 |
|
First Tr Exchange-traded No Amer Energy (EMLP) | 0.7 | $52M | +2% | 1.9M | 27.69 |
|
Vanguard Index Fds Value Etf (VTV) | 0.7 | $49M | +10% | 327k | 149.50 |
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.7 | $47M | -2% | 835k | 55.90 |
|
Ishares Tr Core Total Usd (IUSB) | 0.6 | $43M | +25% | 935k | 46.07 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $40M | 530k | 75.35 |
|
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $39M | +3% | 702k | 56.14 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $36M | 117k | 303.17 |
|
|
Cme (CME) | 0.5 | $35M | -10% | 164k | 210.60 |
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $31M | +10% | 606k | 51.05 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $28M | +4% | 79k | 350.91 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $27M | -6% | 263k | 102.88 |
|
Ishares Tr Rusel 2500 Etf (SMMD) | 0.4 | $26M | +13% | 425k | 61.57 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $24M | +46% | 329k | 73.55 |
|
Amazon (AMZN) | 0.3 | $22M | +4% | 146k | 151.94 |
|
Ishares Tr Glb Infrastr Etf (IGF) | 0.3 | $22M | -3% | 458k | 47.05 |
|
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $22M | +2% | 866k | 24.79 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $21M | +2% | 106k | 200.71 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $19M | +102% | 80k | 241.77 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $19M | -13% | 192k | 99.25 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $19M | 53k | 356.66 |
|
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $19M | +96% | 103k | 179.97 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $18M | +6% | 130k | 140.93 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $18M | -6% | 201k | 88.36 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $16M | 145k | 111.63 |
|
|
Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $16M | 59k | 273.74 |
|
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $15M | 90k | 165.25 |
|
|
First Tr Energy Infrastrctr (FIF) | 0.2 | $15M | -4% | 895k | 16.46 |
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $14M | 66k | 219.57 |
|
|
Johnson & Johnson (JNJ) | 0.2 | $14M | +39% | 91k | 156.74 |
|
Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $14M | -9% | 588k | 23.04 |
|
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $13M | -2% | 177k | 70.28 |
|
Exxon Mobil Corporation (XOM) | 0.2 | $12M | +30% | 123k | 99.98 |
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $12M | NEW | 176k | 65.06 |
|
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $11M | -4% | 77k | 145.01 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $11M | +32% | 105k | 105.23 |
|
Chevron Corporation (CVX) | 0.2 | $11M | +88% | 73k | 149.16 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $11M | -4% | 41k | 262.26 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $11M | +3% | 138k | 77.73 |
|
Vanguard World Fds Consum Stp Etf (VDC) | 0.1 | $11M | -6% | 55k | 190.96 |
|
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $11M | -22% | 202k | 52.20 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $11M | +5% | 139k | 75.10 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $10M | +9% | 73k | 139.69 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $10M | 97k | 104.46 |
|
|
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $10M | -5% | 207k | 48.72 |
|
Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $9.7M | -4% | 158k | 61.53 |
|
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.1 | $9.6M | -7% | 204k | 47.00 |
|
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $9.3M | -2% | 82k | 114.04 |
|
JPMorgan Chase & Co. (JPM) | 0.1 | $9.3M | +10% | 55k | 170.10 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $8.9M | -2% | 47k | 191.17 |
|
Choice Hotels International (CHH) | 0.1 | $8.8M | 77k | 113.30 |
|
|
Abbvie (ABBV) | 0.1 | $8.6M | 55k | 154.97 |
|
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $8.5M | -2% | 110k | 77.02 |
|
Ishares Tr Core High Dv Etf (HDV) | 0.1 | $8.5M | -4% | 83k | 101.99 |
|
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $8.2M | -2% | 33k | 252.22 |
|
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $8.2M | -4% | 118k | 69.34 |
|
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 |
|
|
Procter & Gamble Company (PG) | 0.1 | $7.8M | +18% | 53k | 146.54 |
|
First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.1 | $7.4M | -18% | 177k | 42.17 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $7.4M | -52% | 60k | 124.97 |
|
Home Depot (HD) | 0.1 | $7.4M | +28% | 21k | 346.56 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $7.3M | -3% | 47k | 155.33 |
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $7.2M | 153k | 47.24 |
|
|
Tesla Motors (TSLA) | 0.1 | $7.2M | +13% | 29k | 248.48 |
|
Wisdomtree Tr Itl High Div Fd (DTH) | 0.1 | $6.9M | -18% | 178k | 38.89 |
|
Flexshares Tr Intl Qltdv Idx (IQDF) | 0.1 | $6.9M | -7% | 297k | 23.28 |
|
Meta Platforms Cl A (META) | 0.1 | $6.9M | +6% | 19k | 353.95 |
|
Select Sector Spdr Tr Energy (XLE) | 0.1 | $6.8M | +36% | 81k | 83.84 |
|
Costco Wholesale Corporation (COST) | 0.1 | $6.7M | +19% | 10k | 660.08 |
|
Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $6.6M | 65k | 101.77 |
|
|
UnitedHealth (UNH) | 0.1 | $6.6M | 13k | 526.47 |
|
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $6.6M | 39k | 170.40 |
|
|
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $6.5M | +7% | 70k | 93.81 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $6.4M | -7% | 70k | 91.39 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $6.4M | 13k | 507.41 |
|
|
NVIDIA Corporation (NVDA) | 0.1 | $6.1M | +16% | 12k | 495.20 |
|
Mastercard Incorporated Cl A (MA) | 0.1 | $6.1M | +8% | 14k | 426.50 |
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $5.8M | NEW | 198k | 29.23 |
|
Verizon Communications (VZ) | 0.1 | $5.7M | 151k | 37.70 |
|
|
Visa Com Cl A (V) | 0.1 | $5.6M | +15% | 22k | 260.35 |
|
Merck & Co (MRK) | 0.1 | $5.6M | -10% | 51k | 109.02 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $5.4M | +11% | 31k | 173.89 |
|
Pepsi (PEP) | 0.1 | $5.2M | 31k | 169.84 |
|
|
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 |
|
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 |
|
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 |
|
Fastenal Company (FAST) | 0.0 | $2.0M | 30k | 64.77 |
|
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $2.0M | 12k | 157.80 |
|
|
Palantir Technologies Cl A (PLTR) | 0.0 | $1.9M | -16% | 114k | 17.17 |
|
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $1.9M | 19k | 100.51 |
|
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.9M | -49% | 24k | 82.04 |
|
At&t (T) | 0.0 | $1.9M | 116k | 16.78 |
|
|
Select Sector Spdr Tr Financial (XLF) | 0.0 | $1.9M | +38% | 52k | 37.60 |
|
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $1.9M | -7% | 37k | 51.99 |
|
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $1.9M | -6% | 36k | 53.82 |
|
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $1.9M | -3% | 18k | 104.92 |
|
Nike CL B (NKE) | 0.0 | $1.9M | +5% | 17k | 108.58 |
|
Northrop Grumman Corporation (NOC) | 0.0 | $1.9M | 4.0k | 468.08 |
|
|
Fair Isaac Corporation (FICO) | 0.0 | $1.9M | -10% | 1.6k | 1164.01 |
|
Lauder Estee Cos Cl A (EL) | 0.0 | $1.8M | 13k | 146.25 |
|
|
Valero Energy Corporation (VLO) | 0.0 | $1.8M | +21% | 14k | 130.00 |
|
Bristol Myers Squibb (BMY) | 0.0 | $1.8M | +20% | 35k | 51.31 |
|
H&E Equipment Services (HEES) | 0.0 | $1.8M | 34k | 52.32 |
|
|
Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $1.8M | 39k | 45.69 |
|
|
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $1.8M | +156% | 59k | 29.72 |
|
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.8M | +53% | 44k | 40.23 |
|
CVS Caremark Corporation (CVS) | 0.0 | $1.8M | 22k | 78.96 |
|
|
Deutsche Bank A G Namen Akt (DB) | 0.0 | $1.7M | +55% | 129k | 13.55 |
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $1.7M | 56k | 31.19 |
|
|
Paychex (PAYX) | 0.0 | $1.7M | +2% | 14k | 119.11 |
|
Automatic Data Processing (ADP) | 0.0 | $1.7M | +55% | 7.4k | 232.97 |
|
Qualcomm (QCOM) | 0.0 | $1.7M | -4% | 12k | 144.63 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.7M | +21% | 42k | 40.21 |
|
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.0 | $1.7M | 38k | 43.70 |
|
|
Snowflake Cl A (SNOW) | 0.0 | $1.6M | 8.3k | 199.00 |
|
|
Lowe's Companies (LOW) | 0.0 | $1.6M | +5% | 7.4k | 222.55 |
|
Atlantic Union B (AUB) | 0.0 | $1.6M | -18% | 45k | 36.54 |
|
Fiserv (FI) | 0.0 | $1.6M | 12k | 132.84 |
|
|
Progressive Corporation (PGR) | 0.0 | $1.6M | -2% | 10k | 159.28 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $1.6M | +8% | 19k | 84.14 |
|
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $1.6M | NEW | 34k | 47.86 |
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.6M | 14k | 110.66 |
|
|
Teleflex Incorporated (TFX) | 0.0 | $1.6M | 6.4k | 249.34 |
|
|
Caterpillar (CAT) | 0.0 | $1.6M | +8% | 5.3k | 295.67 |
|
Advanced Micro Devices (AMD) | 0.0 | $1.6M | 11k | 147.41 |
|
|
Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $1.6M | -55% | 53k | 29.78 |
|
FedEx Corporation (FDX) | 0.0 | $1.6M | +18% | 6.1k | 252.98 |
|
Intuit (INTU) | 0.0 | $1.5M | +3% | 2.5k | 625.06 |
|
Emerson Electric (EMR) | 0.0 | $1.5M | +3% | 16k | 97.33 |
|
Dover Corporation (DOV) | 0.0 | $1.5M | 10k | 153.80 |
|
|
Phillips 66 (PSX) | 0.0 | $1.5M | +11% | 12k | 133.14 |
|
Applied Materials (AMAT) | 0.0 | $1.5M | +7% | 9.4k | 162.07 |
|
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $1.5M | +12% | 32k | 48.45 |
|
Uber Technologies (UBER) | 0.0 | $1.5M | 25k | 61.57 |
|
|
Maximus (MMS) | 0.0 | $1.5M | NEW | 18k | 83.86 |
|
T. Rowe Price (TROW) | 0.0 | $1.5M | +3% | 14k | 107.69 |
|
Texas Instruments Incorporated (TXN) | 0.0 | $1.5M | +14% | 8.8k | 170.46 |
|
Ecolab (ECL) | 0.0 | $1.5M | -21% | 7.3k | 198.35 |
|
Altria (MO) | 0.0 | $1.5M | +44% | 36k | 40.34 |
|
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.0 | $1.4M | 24k | 61.10 |
|
|
Williams Companies (WMB) | 0.0 | $1.4M | -4% | 41k | 34.83 |
|
Past Filings by Wealthspire Advisors
SEC 13F filings are viewable for Wealthspire Advisors going back to 2018
- Wealthspire Advisors 2023 Q4 filed Feb. 7, 2024
- Wealthspire Advisors 2023 Q3 filed Nov. 6, 2023
- Wealthspire Advisors 2023 Q2 filed Aug. 1, 2023
- Wealthspire Advisors 2023 Q1 filed May 9, 2023
- Wealthspire Advisors 2022 Q4 filed Feb. 14, 2023
- Wealthspire Advisors 2022 Q3 filed Nov. 14, 2022
- Wealthspire Advisors 2022 Q2 filed Aug. 9, 2022
- Wealthspire Advisors 2022 Q1 filed May 9, 2022
- Wealthspire Advisors 2021 Q4 filed Feb. 14, 2022
- Wealthspire Advisors 2021 Q3 filed Nov. 15, 2021
- Wealthspire Advisors 2021 Q2 filed Aug. 13, 2021
- Wealthspire Advisors 2021 Q1 filed May 17, 2021
- Wealthspire Advisors 2020 Q4 filed Feb. 16, 2021
- Sontag Advisory 2020 Q3 filed Nov. 16, 2020
- Sontag Advisory 2020 Q2 filed Aug. 14, 2020
- Sontag Advisory 2020 Q1 filed May 12, 2020