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 594 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Wealthspire Advisors has 594 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) 14.1 $856M +3% 2.0M 429.44
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.2 $438M +2% 1.1M 392.73
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Schwab Strategic Tr Us Dividend Eq (SCHD) 6.3 $384M -4% 5.4M 70.76
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.9 $357M +2% 8.2M 43.72
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Ishares Tr Core S&p Mcp Etf (IJH) 5.5 $332M 1.3M 249.36
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.1 $251M +2% 587k 427.50
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.4 $203M +5% 3.8M 53.52
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Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $176M +6% 830k 212.41
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.8 $171M 5.0M 33.96
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Ishares Tr Core S&p Scp Etf (IJR) 2.4 $145M 1.5M 94.33
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Vanguard Index Fds Mid Cap Etf (VO) 1.9 $116M 556k 208.24
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $109M 2.8M 39.21
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.6 $96M +6% 670k 143.33
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Vanguard Index Fds Large Cap Etf (VV) 1.6 $94M 482k 195.69
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Vanguard Index Fds Growth Etf (VUG) 1.4 $87M +12% 319k 272.31
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Ishares Core Msci Emkt (IEMG) 1.3 $76M 1.6M 47.59
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Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 1.2 $70M +6% 2.8M 25.29
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Vanguard Index Fds Small Cp Etf (VB) 1.1 $69M +9% 367k 189.07
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $61M -2% 1.2M 50.60
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Ishares Tr Core Msci Eafe (IEFA) 1.0 $61M +12% 944k 64.35
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Ishares Tr TRS FLT RT BD (TFLO) 1.0 $61M +12% 1.2M 50.74
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Proshares Tr S&p 500 Dv Arist (NOBL) 1.0 $59M -2% 667k 88.55
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Apple (AAPL) 1.0 $59M +12% 344k 171.21
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Ishares Tr Core Msci Total (IXUS) 0.9 $53M 879k 59.99
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Ishares Tr National Mun Etf (MUB) 0.8 $49M 478k 102.54
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First Tr Exchange-traded No Amer Energy (EMLP) 0.8 $49M -2% 1.8M 26.42
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Microsoft Corporation (MSFT) 0.7 $45M +24% 141k 315.75
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $43M -4% 855k 50.26
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Vanguard Index Fds Value Etf (VTV) 0.7 $41M -2% 298k 137.93
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Cme (CME) 0.6 $37M -2% 184k 200.22
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Ishares Tr Msci Eafe Etf (EFA) 0.6 $36M 522k 68.92
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $35M +3% 675k 51.87
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Ishares Tr Core Total Usd (IUSB) 0.5 $33M -2% 747k 43.72
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $31M -4% 115k 265.99
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $30M +87% 629k 47.28
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $27M 551k 48.10
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $26M -3% 281k 93.18
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Accenture Plc Ireland Shs Class A (ACN) 0.4 $23M 76k 307.11
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $21M -4% 222k 94.04
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Ishares Tr Glb Infrastr Etf (IGF) 0.3 $21M -6% 473k 43.29
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Ishares Tr Rusel 2500 Etf (SMMD) 0.3 $20M 373k 54.52
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $20M +6% 843k 23.94
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $19M +41% 54k 350.30
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $18M -13% 103k 176.74
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Amazon (AMZN) 0.3 $18M +7% 140k 127.12
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $16M -2% 216k 75.67
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Alphabet Cap Stk Cl C (GOOG) 0.3 $16M -29% 123k 131.85
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $16M -4% 224k 69.78
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $15M +74% 147k 103.32
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Ishares Tr Russell 3000 Etf (IWV) 0.2 $15M +21% 59k 245.06
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Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $14M -4% 125k 115.01
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Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $14M -4% 652k 22.04
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First Tr Energy Infrastrctr (FIF) 0.2 $14M 937k 15.14
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $14M +4% 91k 151.82
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $13M -12% 259k 50.49
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $13M -4% 66k 194.77
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $12M -2% 182k 63.49
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Exxon Mobil Corporation (XOM) 0.2 $11M +26% 94k 117.58
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Vanguard World Fds Consum Stp Etf (VDC) 0.2 $11M -2% 59k 182.67
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $11M -5% 81k 130.96
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Johnson & Johnson (JNJ) 0.2 $10M +23% 65k 155.75
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $10M 43k 234.91
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $9.7M 221k 43.70
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $9.6M -2% 218k 43.79
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Choice Hotels International (CHH) 0.2 $9.5M 77k 122.51
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $9.3M +441% 134k 69.25
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First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.2 $9.2M 217k 42.63
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Flexshares Tr Qualt Divd Idx (QDF) 0.2 $9.2M -5% 165k 55.78
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $9.0M 132k 68.42
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $9.0M +481% 98k 91.35
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $8.7M +8% 66k 130.86
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Ishares Tr Core High Dv Etf (HDV) 0.1 $8.6M +2% 87k 98.89
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $8.5M 40k 214.18
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $8.5M -2% 113k 75.17
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $8.5M +544% 84k 100.93
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $8.4M -3% 52k 159.49
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Abbvie (ABBV) 0.1 $8.3M +19% 56k 149.06
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Spdr Gold Tr Gold Shs (GLD) 0.1 $8.2M 48k 171.45
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Coca-Cola Company (KO) 0.1 $8.2M +7% 147k 55.98
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $8.0M NEW 123k 65.22
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Wisdomtree Tr Itl High Div Fd (DTH) 0.1 $7.9M -75% 218k 36.20
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $7.8M +7% 22k 358.27
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Ishares Tr Select Divid Etf (DVY) 0.1 $7.5M 70k 107.64
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $7.5M +528% 33k 224.15
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $7.4M -31% 79k 94.19
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JPMorgan Chase & Co. (JPM) 0.1 $7.1M +36% 49k 145.02
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $7.0M -4% 76k 91.82
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Flexshares Tr Intl Qltdv Idx (IQDF) 0.1 $6.9M -70% 322k 21.30
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $6.6M +789% 49k 135.55
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Procter & Gamble Company (PG) 0.1 $6.5M +23% 45k 145.86
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Chevron Corporation (CVX) 0.1 $6.5M +8% 39k 168.62
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $6.4M +71% 151k 42.20
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Tesla Motors (TSLA) 0.1 $6.3M 25k 250.22
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $6.3M -3% 153k 41.42
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UnitedHealth (UNH) 0.1 $6.2M +8% 12k 504.19
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $6.0M 39k 155.38
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $6.0M 65k 92.37
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Merck & Co (MRK) 0.1 $5.9M +36% 58k 102.95
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $5.8M 13k 456.66
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $5.5M 65k 84.23
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Meta Platforms Cl A (META) 0.1 $5.5M +2% 18k 300.20
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Select Sector Spdr Tr Energy (XLE) 0.1 $5.4M -24% 60k 90.39
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Mastercard Incorporated Cl A (MA) 0.1 $5.2M +39% 13k 395.92
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Pepsi (PEP) 0.1 $5.2M +13% 30k 169.44
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Home Depot (HD) 0.1 $5.0M +25% 17k 302.17
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Pfizer (PFE) 0.1 $5.0M +21% 150k 33.17
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Verizon Communications (VZ) 0.1 $5.0M +19% 153k 32.41
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Ishares Tr Modert Alloc Etf (AOM) 0.1 $4.9M NEW 127k 38.93
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Costco Wholesale Corporation (COST) 0.1 $4.8M +65% 8.4k 564.97
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NVIDIA Corporation (NVDA) 0.1 $4.6M +34% 11k 434.99
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Eaton Vance Municipal Bond Fund (EIM) 0.1 $4.5M +5% 502k 8.96
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Visa Com Cl A (V) 0.1 $4.3M +4% 19k 230.01
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $4.2M 28k 153.84
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Thermo Fisher Scientific (TMO) 0.1 $4.1M +178% 8.1k 506.20
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Ishares Tr Global Reit Etf (REET) 0.1 $4.0M 189k 21.17
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Abbott Laboratories (ABT) 0.1 $3.9M +10% 41k 96.85
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Cisco Systems (CSCO) 0.1 $3.8M +48% 71k 53.76
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $3.8M -3% 114k 33.61
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Hormel Foods Corporation (HRL) 0.1 $3.8M 100k 38.03
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $3.8M -17% 47k 80.97
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International Business Machines (IBM) 0.1 $3.7M +15% 26k 140.30
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Wal-Mart Stores (WMT) 0.1 $3.6M +7% 22k 159.93
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Spdr Ser Tr Portfolio Short (SPSB) 0.1 $3.5M +139% 119k 29.32
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McDonald's Corporation (MCD) 0.1 $3.5M +17% 13k 263.44
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Oneok (OKE) 0.1 $3.4M +179% 54k 63.43
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Ishares Msci Gbl Min Vol (ACWV) 0.1 $3.4M -91% 35k 95.42
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $3.3M +3% 40k 81.41
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.1 $3.2M +13% 136k 23.84
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Aon Shs Cl A (AON) 0.1 $3.2M +131% 9.9k 324.22
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Eli Lilly & Co. (LLY) 0.1 $3.2M +63% 6.0k 537.10
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $3.2M +33% 138k 23.08
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Ishares Tr U S Equity Factr (LRGF) 0.1 $3.1M -5% 73k 43.32
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Morgan Stanley Com New (MS) 0.1 $3.1M +192% 38k 81.67
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Bank of America Corporation (BAC) 0.0 $3.0M +5% 110k 27.38
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Ishares Tr Ibonds 23 Trm Ts (IBTD) 0.0 $2.9M -3% 115k 24.82
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Chesapeake Utilities Corporation (CPK) 0.0 $2.8M 29k 97.75
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Illinois Tool Works (ITW) 0.0 $2.8M +173% 12k 230.31
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Nextera Energy (NEE) 0.0 $2.7M +58% 48k 57.29
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Blackstone Group Inc Com Cl A (BX) 0.0 $2.7M +5% 25k 107.14
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Starbucks Corporation (SBUX) 0.0 $2.7M +2% 29k 91.27
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Enterprise Products Partners (EPD) 0.0 $2.6M +12% 96k 27.37
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $2.6M -4% 187k 14.03
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $2.6M 47k 55.97
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Intel Corporation (INTC) 0.0 $2.6M +27% 73k 35.55
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $2.6M 56k 46.38
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J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.0 $2.6M NEW 51k 50.37
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Comcast Corp Cl A (CMCSA) 0.0 $2.6M +4% 58k 44.34
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Lyondellbasell Industries N Shs - A - (LYB) 0.0 $2.5M +93% 26k 94.70
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Amgen (AMGN) 0.0 $2.4M +140% 9.1k 268.75
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Philip Morris International (PM) 0.0 $2.4M +10% 26k 92.58
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $2.4M 35k 67.68
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Metropcs Communications (TMUS) 0.0 $2.4M +860% 17k 140.05
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $2.3M 67k 35.07
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Marriott Intl Cl A (MAR) 0.0 $2.3M +36% 12k 196.56
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Broadcom (AVGO) 0.0 $2.3M +47% 2.7k 830.56
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Alps Etf Tr Oshares Us Smlcp (OUSM) 0.0 $2.2M 64k 35.11
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $2.2M 6.6k 334.97
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Adobe Systems Incorporated (ADBE) 0.0 $2.2M +97% 4.3k 509.90
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $2.2M +15% 21k 104.92
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Vanguard World Fds Utilities Etf (VPU) 0.0 $2.2M 17k 127.54
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Palantir Technologies Cl A (PLTR) 0.0 $2.2M -12% 136k 16.00
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Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) 0.0 $2.2M -2% 92k 23.50
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Ishares Tr Ishares Biotech (IBB) 0.0 $2.1M 17k 122.29
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Charles Schwab Corporation (SCHW) 0.0 $2.1M -24% 38k 54.90
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Becton, Dickinson and (BDX) 0.0 $2.1M +14% 8.0k 258.53
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $2.1M 8.4k 246.85
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Eaton Corp SHS (ETN) 0.0 $2.1M +37% 9.6k 213.28
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $2.1M NEW 188k 10.95
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J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.0 $2.0M 40k 50.83
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Duke Energy Corp Com New (DUK) 0.0 $2.0M +116% 23k 88.26
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $2.0M +44% 18k 113.16
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Oracle Corporation (ORCL) 0.0 $2.0M +79% 19k 105.92
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Rocket Cos Com Cl A (RKT) 0.0 $2.0M -66% 246k 8.18
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Netflix (NFLX) 0.0 $2.0M 5.2k 377.59
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $2.0M NEW 40k 49.43
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Walt Disney Company (DIS) 0.0 $2.0M +10% 24k 81.05
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Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.0 $1.9M 35k 54.58
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Stryker Corporation (SYK) 0.0 $1.9M +11% 6.9k 273.26
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Ishares Tr Core Div Grwth (DGRO) 0.0 $1.9M -3% 38k 49.53
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $1.8M 38k 47.83
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Ford Motor Company (F) 0.0 $1.8M +136% 145k 12.42
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Lauder Estee Cos Cl A (EL) 0.0 $1.8M 13k 144.55
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $1.8M -3% 13k 141.69
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $1.7M 19k 89.97
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Northrop Grumman Corporation (NOC) 0.0 $1.7M 4.0k 440.18
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $1.7M -7% 19k 93.91
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General Electric Com New (GE) 0.0 $1.7M +18% 16k 110.55
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At&t (T) 0.0 $1.7M +22% 114k 15.02
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Bristol Myers Squibb (BMY) 0.0 $1.7M +19% 29k 58.04
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $1.7M +243% 57k 30.15
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $1.7M +9% 111k 15.32
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Fastenal Company (FAST) 0.0 $1.7M +32% 31k 54.64
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $1.7M -7% 13k 128.74
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Valero Energy Corporation (VLO) 0.0 $1.6M +565% 12k 141.71
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $1.6M 37k 44.23
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Paychex (PAYX) 0.0 $1.6M +2% 14k 115.33
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $1.6M +97% 21k 75.15
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $1.6M -4% 3.8k 414.88
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Ecolab (ECL) 0.0 $1.6M +64% 9.4k 169.40
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $1.6M 39k 40.96
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Atlantic Union B (AUB) 0.0 $1.6M 55k 28.78
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Nike CL B (NKE) 0.0 $1.6M +5% 16k 95.63
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Fair Isaac Corporation (FICO) 0.0 $1.6M NEW 1.8k 868.53
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CVS Caremark Corporation (CVS) 0.0 $1.5M +26% 22k 69.82
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BlackRock (BLK) 0.0 $1.5M +12% 2.3k 646.44
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Target Corporation (TGT) 0.0 $1.5M +14% 14k 110.57
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $1.5M 26k 56.47
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Emerson Electric (EMR) 0.0 $1.5M +87% 15k 96.57
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H&E Equipment Services (HEES) 0.0 $1.5M 34k 43.19
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Lowe's Companies (LOW) 0.0 $1.5M +45% 7.0k 207.83
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $1.5M +11% 14k 102.02
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American Airls (AAL) 0.0 $1.4M NEW 113k 12.81
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Williams Companies (WMB) 0.0 $1.4M +152% 43k 33.69
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Progressive Corporation (PGR) 0.0 $1.4M +98% 10k 139.29
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Stagwell Com Cl A (STGW) 0.0 $1.4M 305k 4.69
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Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.0 $1.4M 38k 37.20
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Dover Corporation (DOV) 0.0 $1.4M +3% 10k 139.50
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Diageo Spon Adr New (DEO) 0.0 $1.4M +13% 9.5k 149.18
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Fiserv (FI) 0.0 $1.4M +21% 13k 112.96
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T. Rowe Price (TROW) 0.0 $1.4M -4% 13k 104.87
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Southern Company (SO) 0.0 $1.4M 22k 64.72
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.0 $1.4M +7% 57k 24.73
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FedEx Corporation (FDX) 0.0 $1.4M +287% 5.2k 264.93
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Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $1.4M -11% 15k 90.40
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Qualcomm (QCOM) 0.0 $1.4M +74% 12k 111.06
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3M Company (MMM) 0.0 $1.4M +16% 15k 93.62
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Ishares Tr Eafe Value Etf (EFV) 0.0 $1.4M -3% 28k 48.93
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $1.3M 28k 47.89
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Caterpillar (CAT) 0.0 $1.3M +92% 4.9k 273.01
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $1.3M -4% 89k 14.95
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Danaher Corporation (DHR) 0.0 $1.3M +16% 5.4k 248.10
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salesforce (CRM) 0.0 $1.3M -4% 6.5k 202.78
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Boeing Company (BA) 0.0 $1.3M +21% 6.9k 191.68
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Dow (DOW) 0.0 $1.3M +3% 25k 51.56
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.3M +3% 35k 37.95
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Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.0 $1.3M 24k 55.09
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Marathon Petroleum Corp (MPC) 0.0 $1.3M +236% 8.6k 151.34
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $1.3M +9% 18k 72.24
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Raytheon Technologies Corp (RTX) 0.0 $1.3M 18k 71.97
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $1.3M +211% 18k 72.31
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Teleflex Incorporated (TFX) 0.0 $1.3M NEW 6.5k 196.41
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Snowflake Cl A (SNOW) 0.0 $1.3M 8.3k 152.77
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Hershey Company (HSY) 0.0 $1.3M -22% 6.3k 200.08
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Atmos Energy Corporation (ATO) 0.0 $1.3M -9% 12k 105.93
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Union Pacific Corporation (UNP) 0.0 $1.3M +2% 6.2k 203.63
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Byrna Technologies Com New (BYRN) 0.0 $1.3M +3% 563k 2.24
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $1.2M +17% 11k 109.68
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Phillips 66 (PSX) 0.0 $1.2M +388% 10k 120.15
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Select Sector Spdr Tr Financial (XLF) 0.0 $1.2M -7% 37k 33.17
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Intuit (INTU) 0.0 $1.2M +147% 2.4k 510.96
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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