Sontag Advisory

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

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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 581 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Wealthspire Advisors has 581 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) 12.0 $662M +6% 1.7M 384.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.2 $450M +3% 6.0M 75.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.8 $376M 1.1M 351.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.6 $308M +9% 7.3M 41.97
Ishares Tr Core S&p Mcp Etf (IJH) 5.5 $304M 1.3M 241.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $215M -3% 561k 382.45
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.0 $162M -2% 5.0M 32.21
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.9 $160M +20% 3.1M 51.72
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $139M -5% 728k 191.19
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $133M +2% 1.4M 94.64
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $113M +5% 553k 203.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $94M 2.4M 38.98
Ishares Msci Gbl Min Vol (ACWV) 1.5 $85M 890k 95.02
Vanguard Index Fds Growth Etf (VUG) 1.4 $78M +105% 366k 213.11

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Vanguard Index Fds Extend Mkt Etf (VXF) 1.4 $78M 584k 132.86
Vanguard Index Fds Large Cap Etf (VV) 1.4 $76M +26% 436k 174.20
Ishares Core Msci Emkt (IEMG) 1.3 $71M +114% 1.5M 46.70
Proshares Tr S&p 500 Dv Arist (NOBL) 1.1 $63M +69% 702k 89.99
Vanguard Index Fds Small Cp Etf (VB) 1.1 $61M 333k 183.54
Ishares Tr National Mun Etf (MUB) 1.0 $55M +8% 525k 105.52
Ishares Tr Core Msci Eafe (IEFA) 1.0 $53M 865k 61.64
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.9 $52M +14% 2.0M 25.71
First Tr Exchange-traded No Amer Energy (EMLP) 0.9 $51M -2% 1.9M 26.69
Ishares Tr Core Msci Total (IXUS) 0.9 $51M +14% 880k 57.88
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $49M +6% 1.1M 45.15
Vanguard Index Fds Value Etf (VTV) 0.9 $47M -10% 337k 140.37
Apple (AAPL) 0.8 $42M +8% 323k 129.93
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $41M +5% 900k 44.98
Ishares Tr Core Total Usd (IUSB) 0.7 $39M -13% 873k 44.93
Ishares Tr Msci Eafe Etf (EFA) 0.6 $35M -5% 531k 65.64
Wisdomtree Tr Itl High Div Fd (DTH) 0.6 $33M -7% 927k 35.87
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $29M -5% 584k 50.14
Microsoft Corporation (MSFT) 0.5 $29M +32% 120k 239.82
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $28M +4% 563k 49.49
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $28M 322k 86.19
Ishares Tr Glb Infrastr Etf (IGF) 0.5 $27M -4% 578k 45.84
Cme (CME) 0.5 $25M -13% 151k 168.16
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $25M +14% 257k 96.99
Ishares Tr TRS FLT RT BD (TFLO) 0.4 $23M NEW 463k 50.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $23M -9% 108k 214.24
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $23M +27% 316k 71.84
Flexshares Tr Intl Qltdv Idx (IQDF) 0.4 $22M +5% 1.1M 20.63
Accenture Plc Ireland Shs Class A (ACN) 0.4 $20M 76k 266.84
Alphabet Cap Stk Cl C (GOOG) 0.4 $20M +3% 220k 88.73
Ishares Tr Russell 2000 Etf (IWM) 0.3 $19M -2% 108k 174.36
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $18M +21% 778k 23.67
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $18M +7% 220k 82.48
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $18M 140k 125.11
Ishares Tr Rusel 2500 Etf (SMMD) 0.3 $17M +49% 316k 53.14
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $16M -11% 346k 46.71
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $16M +28% 305k 51.79
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $15M -11% 671k 22.72
Johnson & Johnson (JNJ) 0.3 $15M +11% 85k 176.65
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $14M 92k 151.65
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $14M +2% 77k 179.76
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $13M -13% 98k 135.24
First Tr Energy Infrastrctr (FIF) 0.2 $13M 905k 14.42
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $12M 205k 60.36
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $12M -2% 64k 191.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $12M +11% 39k 308.90
Amazon (AMZN) 0.2 $12M +2% 142k 84.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $11M +14% 150k 75.28
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $11M +13% 70k 158.80
Ishares Tr Core High Dv Etf (HDV) 0.2 $11M +5% 106k 104.24
Ishares Tr Russell 3000 Etf (IWV) 0.2 $10M 47k 220.68
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $10M +19% 223k 45.62
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $9.7M -9% 48k 200.54
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $9.7M 228k 42.50
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.2 $9.6M -2% 203k 47.19
Coca-Cola Company (KO) 0.2 $9.5M +6% 150k 63.61
Ishares Tr Rus 1000 Etf (IWB) 0.2 $9.4M -5% 45k 210.52
Exxon Mobil Corporation (XOM) 0.2 $9.4M +17% 85k 110.30
Flexshares Tr Qualt Divd Idx (QDF) 0.2 $9.3M 178k 52.60
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $9.2M -6% 101k 91.47
Select Sector Spdr Tr Energy (XLE) 0.2 $8.8M +7% 101k 87.47
Choice Hotels International (CHH) 0.2 $8.7M 77k 112.64
Ishares Tr Select Divid Etf (DVY) 0.2 $8.5M -4% 70k 120.60
Spdr Gold Tr Gold Shs (GLD) 0.2 $8.4M -2% 49k 169.64
Abbvie (ABBV) 0.1 $8.2M +5% 51k 161.61
UnitedHealth (UNH) 0.1 $8.1M +45% 15k 530.17
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $7.5M -14% 69k 108.21
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $7.1M -14% 121k 58.50
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $6.5M 161k 40.51
Chevron Corporation (CVX) 0.1 $6.4M 36k 179.49
Procter & Gamble Company (PG) 0.1 $6.4M +13% 42k 151.56
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $6.3M -12% 74k 84.80
Verizon Communications (VZ) 0.1 $6.2M 157k 39.40
Alphabet Cap Stk Cl A (GOOGL) 0.1 $6.1M +37% 70k 88.23
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $5.6M +2% 66k 84.88
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $5.5M -2% 68k 81.17
Pepsi (PEP) 0.1 $5.5M +14% 31k 180.66
Home Depot (HD) 0.1 $5.5M +9% 17k 315.86
JPMorgan Chase & Co. (JPM) 0.1 $5.5M +19% 41k 134.10
Pfizer (PFE) 0.1 $5.4M -8% 106k 51.24
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $5.4M -3% 36k 151.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $5.2M -6% 20k 266.29
Rocket Cos Com Cl A (RKT) 0.1 $5.2M 740k 7.00
Merck & Co (MRK) 0.1 $5.1M +4% 46k 110.95
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $5.0M -14% 11k 442.80
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $5.0M 65k 76.13
Hormel Foods Corporation (HRL) 0.1 $4.6M +716% 101k 45.55
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $4.5M -11% 140k 32.39
Abbott Laboratories (ABT) 0.1 $4.5M +11% 41k 109.79
Ishares Tr Global Reit Etf (REET) 0.1 $4.5M +6% 196k 22.71
Charles Schwab Corporation (SCHW) 0.1 $4.3M +61% 52k 83.26
Byrna Technologies Com New (BYRN) 0.1 $4.3M 548k 7.84
Bank of America Corporation (BAC) 0.1 $4.2M -7% 126k 33.12
General Electric Com New (GE) 0.1 $4.1M -18% 49k 83.79
Visa Com Cl A (V) 0.1 $4.1M +29% 20k 207.76
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $4.0M -6% 28k 145.07
Eaton Vance Municipal Bond Fund (EIM) 0.1 $4.0M 384k 10.39
Mastercard Incorporated Cl A (MA) 0.1 $3.9M +14% 11k 347.74
International Business Machines (IBM) 0.1 $3.7M +47% 26k 140.89
Wal-Mart Stores (WMT) 0.1 $3.6M +15% 25k 141.79
McDonald's Corporation (MCD) 0.1 $3.5M +15% 13k 263.52
Chesapeake Utilities Corporation (CPK) 0.1 $3.5M 29k 118.18
Ishares Tr U S Equity Factr (LRGF) 0.1 $3.5M -7% 89k 39.01
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $3.3M 31k 105.43
Starbucks Corporation (SBUX) 0.1 $3.2M +86% 33k 99.20
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $3.2M +2% 84k 38.07
Cisco Systems (CSCO) 0.1 $3.0M +11% 63k 47.64
Meta Platforms Cl A (META) 0.1 $3.0M +33% 25k 120.34
Nextera Energy (NEE) 0.1 $3.0M +15% 36k 83.60
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $2.9M -12% 62k 46.44
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $2.8M +7% 40k 71.79
Blackstone Group Inc Com Cl A (BX) 0.1 $2.8M 38k 74.19
Ford Motor Company (F) 0.1 $2.8M +10% 238k 11.63
Listed Fd Tr Horizon Kinetics (INFL) 0.0 $2.7M 86k 31.48
Tesla Motors (TSLA) 0.0 $2.7M +11% 22k 123.18
Philip Morris International (PM) 0.0 $2.7M +6% 27k 101.21
Vanguard World Fds Utilities Etf (VPU) 0.0 $2.7M 17k 153.36
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $2.6M 67k 39.58
Costco Wholesale Corporation (COST) 0.0 $2.5M +22% 5.5k 456.52
Northrop Grumman Corporation (NOC) 0.0 $2.4M +10% 4.4k 545.60
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $2.4M 36k 65.61
Spdr Ser Tr S&p Kensho New (KOMP) 0.0 $2.4M +40% 60k 39.42
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $2.3M -7% 44k 53.44
Raytheon Technologies Corp (RTX) 0.0 $2.3M +11% 23k 100.92
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) 0.0 $2.3M -11% 98k 23.31
Bristol Myers Squibb (BMY) 0.0 $2.3M +12% 32k 71.95
Ishares Tr Ishares Biotech (IBB) 0.0 $2.2M -2% 17k 131.29
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $2.2M -32% 47k 47.43
Becton, Dickinson and (BDX) 0.0 $2.2M +6% 8.5k 254.30
Walt Disney Company (DIS) 0.0 $2.2M +12% 25k 86.88
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.0 $2.1M 64k 33.57
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $2.1M +4% 43k 50.21
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $2.1M 6.4k 331.32
At&t (T) 0.0 $2.1M +13% 116k 18.41
Eli Lilly & Co. (LLY) 0.0 $2.1M +45% 5.8k 365.86
Ishares Tr Core Div Grwth (DGRO) 0.0 $2.1M -2% 42k 50.00
Nike CL B (NKE) 0.0 $2.1M +22% 18k 117.01
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.0 $2.1M 35k 58.69
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $2.0M -22% 24k 84.75
J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.0 $2.0M -17% 41k 48.50
Cigna Corp (CI) 0.0 $2.0M +4% 6.0k 331.34
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $2.0M +2% 43k 45.65
Enterprise Products Partners (EPD) 0.0 $2.0M +12% 82k 24.12
Ishares Tr Ibonds 23 Trm Ts (IBTD) 0.0 $1.9M NEW 79k 24.70
Atlantic Union B (AUB) 0.0 $1.9M 55k 35.14
3M Company (MMM) 0.0 $1.9M +3% 16k 119.92
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $1.9M +4% 14k 135.85
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $1.9M +59% 160k 11.87
NVIDIA Corporation (NVDA) 0.0 $1.9M +50% 13k 146.14
CVS Caremark Corporation (CVS) 0.0 $1.8M +18% 20k 93.19
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $1.8M -26% 20k 90.00
Hershey Company (HSY) 0.0 $1.8M -5% 7.8k 231.56
Southern Company (SO) 0.0 $1.8M +9% 25k 71.41
Paychex (PAYX) 0.0 $1.8M +7% 15k 115.56
Danaher Corporation (DHR) 0.0 $1.8M +47% 6.7k 265.42
Comcast Corp Cl A (CMCSA) 0.0 $1.8M +36% 51k 34.97
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $1.8M +15% 8.4k 210.95
Netflix (NFLX) 0.0 $1.8M +91% 6.0k 294.87
Intercontinental Exchange (ICE) 0.0 $1.7M NEW 17k 102.59
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.7M -3% 25k 67.45
Stryker Corporation (SYK) 0.0 $1.7M +7% 6.8k 244.49
Intel Corporation (INTC) 0.0 $1.7M +8% 63k 26.43
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.0 $1.7M 38k 43.57
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $1.6M -57% 14k 114.89
Diageo Spon Adr New (DEO) 0.0 $1.6M +9% 9.2k 178.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $1.6M 11k 141.25
Target Corporation (TGT) 0.0 $1.6M +14% 11k 149.04
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $1.6M +44% 109k 14.78
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $1.6M 20k 82.32
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $1.6M 39k 41.14
Ishares Tr Eafe Value Etf (EFV) 0.0 $1.6M -28% 35k 45.88
Spdr Ser Tr Portfolio Short (SPSB) 0.0 $1.6M -16% 54k 29.38
Amgen (AMGN) 0.0 $1.6M +48% 6.0k 262.65
Broadcom (AVGO) 0.0 $1.5M +60% 2.8k 559.06
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $1.5M +11% 4.8k 319.41
Select Sector Spdr Tr Financial (XLF) 0.0 $1.5M 44k 34.20
Atmos Energy Corporation (ATO) 0.0 $1.5M +2% 13k 112.07
H&E Equipment Services (HEES) 0.0 $1.5M 32k 45.40
T. Rowe Price (TROW) 0.0 $1.5M +4% 13k 109.06
BlackRock (BLK) 0.0 $1.4M +21% 2.0k 708.71
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $1.4M -2% 26k 56.48
Honeywell International (HON) 0.0 $1.4M +49% 6.6k 214.29
Eaton Corp SHS (ETN) 0.0 $1.4M +29% 9.1k 156.94
Ishares Tr U.s. Tech Etf (IYW) 0.0 $1.4M +26% 19k 74.49
Aon Shs Cl A (AON) 0.0 $1.4M +8% 4.7k 300.14
Blackrock Multi-sector Incom other (BIT) 0.0 $1.4M -21% 99k 14.21
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $1.4M -30% 153k 9.12
Altria (MO) 0.0 $1.4M +11% 30k 45.71
Dover Corporation (DOV) 0.0 $1.4M 10k 135.42
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $1.4M +70% 14k 100.80
Marriott Intl Cl A (MAR) 0.0 $1.4M +8% 9.1k 148.88
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.0 $1.4M NEW 57k 23.85
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $1.4M +59% 28k 48.24
Oneok (OKE) 0.0 $1.3M -9% 20k 65.70
Eagle Ban (EGBN) 0.0 $1.3M 31k 44.07
Citigroup Com New (C) 0.0 $1.3M +77% 30k 45.23
Dow (DOW) 0.0 $1.3M +5% 26k 50.39
Lowe's Companies (LOW) 0.0 $1.3M +49% 6.6k 199.24
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.0 $1.3M +179% 53k 24.42
Thermo Fisher Scientific (TMO) 0.0 $1.3M +74% 2.3k 550.77
American Electric Power Company (AEP) 0.0 $1.3M +8% 13k 94.95
Anthem (ELV) 0.0 $1.3M +457% 2.5k 512.97
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.3M +281% 33k 37.90
Lockheed Martin Corporation (LMT) 0.0 $1.2M +38% 2.6k 486.54
Automatic Data Processing (ADP) 0.0 $1.2M +51% 5.2k 238.84
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.0 $1.2M 24k 52.62
Boeing Company (BA) 0.0 $1.2M +12% 6.5k 190.48
Snowflake Cl A (SNOW) 0.0 $1.2M +40% 8.6k 143.54
Fiserv (FISV) 0.0 $1.2M +2% 12k 101.07
Mayville Engineering (MEC) 0.0 $1.2M 95k 12.66
Norfolk Southern (NSC) 0.0 $1.2M -38% 4.9k 246.42
Union Pacific Corporation (UNP) 0.0 $1.2M +20% 5.8k 207.08
Illinois Tool Works (ITW) 0.0 $1.2M +21% 5.4k 220.30
Morgan Stanley Com New (MS) 0.0 $1.2M +41% 14k 85.02
Oracle Corporation (ORCL) 0.0 $1.2M +49% 15k 81.74
Duke Energy Corp Com New (DUK) 0.0 $1.2M +26% 12k 102.99
Linde SHS (LIN) 0.0 $1.2M +49% 3.6k 326.20
Ishares Em Mkts Div Etf (DVYE) 0.0 $1.2M 49k 24.12
Fastenal Company (FAST) 0.0 $1.2M +9% 25k 47.32
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $1.2M +88% 14k 83.60
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $1.2M +46% 11k 108.07
CSX Corporation (CSX) 0.0 $1.2M +19% 37k 30.98
Qualcomm (QCOM) 0.0 $1.1M +39% 10k 109.94
Adobe Systems Incorporated (ADBE) 0.0 $1.1M +80% 3.4k 336.53
Reaves Util Income Com Sh Ben Int (UTG) 0.0 $1.1M -4% 40k 28.27
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $1.1M +42% 24k 46.98
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $1.1M +44% 17k 68.30
General Mills (GIS) 0.0 $1.1M +39% 14k 83.85
Liberty Media Corp Del Com Ser C Frmla (FWONK) 0.0 $1.1M NEW 19k 59.78
Exelon Corporation (EXC) 0.0 $1.1M -38% 26k 43.23
Emerson Electric (EMR) 0.0 $1.1M 11k 96.06
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $1.1M -19% 10k 105.34
salesforce (CRM) 0.0 $1.1M +29% 8.1k 132.59
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $1.1M +12% 91k 11.76
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $1.1M 5.0k 214.50
Us Bancorp Del Com New (USB) 0.0 $1.1M +51% 24k 43.61

Past Filings by Wealthspire Advisors

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