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 510 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Wealthspire Advisors has 510 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) 12.1 $579M +9% 1.6M 358.65
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.0 $384M 5.8M 66.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.4 $353M +2% 1.1M 328.32
Ishares Tr Core S&p Mcp Etf (IJH) 5.8 $276M 1.3M 219.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.1 $244M +4% 6.7M 36.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.3 $208M 582k 357.20
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.0 $145M +17% 5.2M 28.13
Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $138M 766k 179.47
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $119M 1.4M 87.19
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.5 $118M +21% 2.6M 45.77
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $99M +10% 526k 187.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $86M 2.4M 36.49
Ishares Msci Gbl Min Vol (ACWV) 1.7 $79M -8% 894k 88.56
Vanguard Index Fds Extend Mkt Etf (VXF) 1.5 $73M +6% 575k 127.11

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Vanguard Index Fds Large Cap Etf (VV) 1.2 $57M +35% 345k 163.56
Vanguard Index Fds Small Cp Etf (VB) 1.2 $56M +18% 327k 170.91
Ishares Tr National Mun Etf (MUB) 1.0 $50M -32% 486k 102.58
First Tr Exchange-traded No Amer Energy (EMLP) 1.0 $49M 2.0M 24.83
Vanguard Index Fds Value Etf (VTV) 1.0 $47M +187% 378k 123.48
Ishares Tr Core Msci Eafe (IEFA) 0.9 $45M 854k 52.67
Ishares Tr Core Total Usd (IUSB) 0.9 $45M +66% 1.0M 44.50
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.9 $45M +21% 1.7M 25.65
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $43M +5% 1.0M 42.35
Apple (AAPL) 0.9 $41M 297k 138.20
Ishares Tr Core Msci Total (IXUS) 0.8 $39M +9% 772k 50.92
Vanguard Index Fds Growth Etf (VUG) 0.8 $38M +114% 178k 213.95
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $36M -4% 853k 41.99
Proshares Tr S&p 500 Dv Arist (NOBL) 0.7 $33M -6% 413k 79.96
Ishares Tr Msci Eafe Etf (EFA) 0.7 $32M -6% 564k 56.01
Cme (CME) 0.6 $31M -11% 174k 177.13
Wisdomtree Tr Itl High Div Fd (DTH) 0.6 $30M -6% 1.0M 30.31
Ishares Core Msci Emkt (IEMG) 0.6 $30M +55% 707k 42.98
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $28M +2% 619k 44.36
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $26M -13% 538k 48.14
Ishares Tr Glb Infrastr Etf (IGF) 0.5 $25M -5% 608k 41.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $25M +8% 119k 210.40
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $25M +3% 317k 78.88
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $22M +17% 225k 96.34
Microsoft Corporation (MSFT) 0.4 $21M +4% 90k 232.90
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.4 $21M -13% 490k 42.82
Alphabet Cap Stk Cl C (GOOG) 0.4 $20M +9540% 212k 96.16
Accenture Plc Ireland Shs Class A (ACN) 0.4 $20M 76k 257.30
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $19M +34% 392k 48.11
Ishares Tr Russell 2000 Etf (IWM) 0.4 $18M 111k 164.92
Flexshares Tr Intl Qltdv Idx (IQDF) 0.4 $18M -2% 999k 17.80
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $18M +6% 248k 71.33
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $17M -19% 755k 22.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $16M +4% 205k 80.17
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $16M 143k 111.50
Amazon (AMZN) 0.3 $16M -6% 137k 113.00
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $14M +4% 642k 22.40
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $14M +597% 112k 121.77
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $13M +1440% 75k 170.54
Johnson & Johnson (JNJ) 0.3 $12M +54% 76k 163.36
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $12M +10% 91k 135.99
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $12M -4% 237k 51.80
First Tr Energy Infrastrctr (FIF) 0.2 $12M +2% 895k 13.33
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.2 $12M 208k 56.97
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $11M 66k 171.79
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $11M 208k 53.91
Ishares Tr Rusel 2500 Etf (SMMD) 0.2 $11M +17% 211k 49.75
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $10M +101% 53k 195.13
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $9.9M -9% 108k 91.60
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $9.8M +98% 131k 74.82
Ishares Tr Russell 3000 Etf (IWV) 0.2 $9.5M 46k 207.05
Ishares Tr Rus 1000 Etf (IWB) 0.2 $9.4M +72% 48k 197.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $9.2M 35k 267.03
Ishares Tr Core High Dv Etf (HDV) 0.2 $9.1M -5% 100k 91.29
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $8.9M +175% 62k 143.40
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $8.8M 228k 38.56
Flexshares Tr Qualt Divd Idx (QDF) 0.2 $8.5M -9% 179k 47.25
Choice Hotels International (CHH) 0.2 $8.5M 77k 109.52
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $8.2M +18% 186k 43.99
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $8.2M +9% 141k 57.85
Ishares Tr Select Divid Etf (DVY) 0.2 $7.9M +10% 74k 107.22
Coca-Cola Company (KO) 0.2 $7.8M +32% 140k 56.02
Spdr Gold Tr Gold Shs (GLD) 0.2 $7.8M -3% 50k 154.66
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $7.7M +3% 81k 94.88
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $6.8M +233% 85k 79.54
Select Sector Spdr Tr Energy (XLE) 0.1 $6.7M -8% 94k 72.02
Abbvie (ABBV) 0.1 $6.5M 48k 134.21
Exxon Mobil Corporation (XOM) 0.1 $6.3M +19% 73k 87.31
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $6.2M 164k 37.80
Verizon Communications (VZ) 0.1 $6.0M +7% 158k 37.97
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $5.7M -16% 70k 81.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $5.6M +23% 21k 267.27
UnitedHealth (UNH) 0.1 $5.3M 11k 505.05
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $5.3M +3% 13k 401.65
Tesla Motors (TSLA) 0.1 $5.2M +186% 20k 265.23
Chevron Corporation (CVX) 0.1 $5.1M +5% 36k 143.68
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $5.0M 65k 77.84
Pfizer (PFE) 0.1 $5.0M +7% 115k 43.76
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $5.0M +4% 37k 135.17
Alphabet Cap Stk Cl A (GOOGL) 0.1 $4.8M +1631% 51k 95.65
Rocket Cos Com Cl A (RKT) 0.1 $4.7M 740k 6.32
Procter & Gamble Company (PG) 0.1 $4.7M +12% 37k 126.25
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $4.6M -4% 65k 71.03
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $4.4M -7% 158k 27.78
Home Depot (HD) 0.1 $4.4M 16k 275.91
Pepsi (PEP) 0.1 $4.3M 27k 163.26
Bank of America Corporation (BAC) 0.1 $4.1M +26% 136k 30.20
Ishares Tr Global Reit Etf (REET) 0.1 $3.9M +32% 184k 21.27
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $3.9M -10% 34k 114.28
Merck & Co (MRK) 0.1 $3.8M 44k 86.12
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $3.8M +13% 30k 128.53
General Electric Com New (GE) 0.1 $3.7M +45% 61k 61.92
Eaton Vance Municipal Bond Fund (EIM) 0.1 $3.7M +6% 385k 9.68
JPMorgan Chase & Co. (JPM) 0.1 $3.6M 34k 104.51
Abbott Laboratories (ABT) 0.1 $3.5M 37k 96.75
Ishares Tr U S Equity Factr (LRGF) 0.1 $3.5M -7% 97k 36.22
Chesapeake Utilities Corporation (CPK) 0.1 $3.4M 29k 115.38
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $3.3M +373% 70k 47.74
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $3.3M +3% 71k 46.10
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $3.2M 32k 102.45
Blackstone Group Inc Com Cl A (BX) 0.1 $3.1M 38k 83.69
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $3.0M +73% 81k 36.55
Wal-Mart Stores (WMT) 0.1 $2.8M 22k 129.71
Mastercard Incorporated Cl A (MA) 0.1 $2.8M +8% 9.8k 284.32
McDonald's Corporation (MCD) 0.1 $2.7M +2% 12k 230.72
Visa Com Cl A (V) 0.1 $2.7M +2% 15k 177.68
Byrna Technologies Com New (BYRN) 0.1 $2.6M 548k 4.70
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) 0.1 $2.5M -3% 111k 22.82
Meta Platforms Cl A (META) 0.1 $2.5M -9% 19k 135.67
Vanguard World Fds Utilities Etf (VPU) 0.1 $2.5M 17k 142.27
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $2.5M +9% 37k 66.97
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $2.5M +233% 31k 79.40
Nextera Energy (NEE) 0.1 $2.4M -4% 31k 78.40
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $2.4M +657% 27k 87.85
Ford Motor Company (F) 0.1 $2.4M +42% 215k 11.20
Listed Fd Tr Horizon Kinetics (INFL) 0.1 $2.4M +4% 86k 27.83
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $2.4M 67k 35.47
Charles Schwab Corporation (SCHW) 0.0 $2.3M 32k 71.86
Cisco Systems (CSCO) 0.0 $2.3M +14% 57k 40.00
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $2.3M 48k 47.77
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $2.2M +13% 46k 48.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $2.1M 36k 60.52
Costco Wholesale Corporation (COST) 0.0 $2.1M -26% 4.5k 472.26
International Business Machines (IBM) 0.0 $2.1M +18% 18k 118.82
Walt Disney Company (DIS) 0.0 $2.1M -6% 22k 94.35
Philip Morris International (PM) 0.0 $2.1M 25k 83.01
Ishares Tr Ishares Biotech (IBB) 0.0 $2.0M +29% 18k 116.95
Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) 0.0 $2.0M -2% 91k 21.97
J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.0 $2.0M 50k 40.32
Bristol Myers Squibb (BMY) 0.0 $2.0M +22% 28k 71.11
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $1.9M +2% 41k 47.51
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.0 $1.9M 64k 29.98
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $1.9M -46% 42k 45.32
Ishares Tr Core Div Grwth (DGRO) 0.0 $1.9M -4% 43k 44.48
Ishares Tr Eafe Value Etf (EFV) 0.0 $1.9M NEW 49k 38.53
Spdr Ser Tr Portfolio Short (SPSB) 0.0 $1.9M -7% 65k 29.22
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.0 $1.9M 35k 53.34
Northrop Grumman Corporation (NOC) 0.0 $1.9M -7% 4.0k 470.34
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $1.8M 6.4k 287.21
Hershey Company (HSY) 0.0 $1.8M +60% 8.2k 220.49
Becton, Dickinson and (BDX) 0.0 $1.8M 8.0k 222.84
Blackrock Multi-sector Incom other (BIT) 0.0 $1.8M +25% 125k 14.24
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $1.8M +46% 220k 8.07
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $1.7M -42% 17k 102.66
Enterprise Products Partners (EPD) 0.0 $1.7M +16% 73k 23.78
3M Company (MMM) 0.0 $1.7M -2% 16k 110.53
Raytheon Technologies Corp (RTX) 0.0 $1.7M +81% 21k 81.85
Atlantic Union B (AUB) 0.0 $1.7M +14% 55k 30.37
Norfolk Southern (NSC) 0.0 $1.7M +26% 7.9k 209.63
Spdr Ser Tr S&p Kensho New (KOMP) 0.0 $1.6M -30% 43k 38.60
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $1.6M +7% 13k 121.12
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.6M +151% 26k 62.13
Paychex (PAYX) 0.0 $1.6M 14k 112.25
CVS Caremark Corporation (CVS) 0.0 $1.6M +9% 17k 95.34
Cigna Corp (CI) 0.0 $1.6M +343% 5.7k 277.52
At&t (T) 0.0 $1.6M +36% 102k 15.34
Southern Company (SO) 0.0 $1.6M 23k 68.00
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $1.6M NEW 21k 73.48
Exelon Corporation (EXC) 0.0 $1.6M +241% 41k 37.46
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $1.5M +219% 7.2k 208.54
Intel Corporation (INTC) 0.0 $1.5M -3% 58k 25.77
Ishares Tr Tips Bd Etf (TIP) 0.0 $1.5M +67% 14k 104.92
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $1.5M NEW 19k 75.92
Starbucks Corporation (SBUX) 0.0 $1.5M +12% 17k 84.28
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $1.5M 39k 37.68
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $1.4M 11k 127.32
Diageo Spon Adr New (DEO) 0.0 $1.4M 8.4k 169.81
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.0 $1.4M 38k 37.71
Target Corporation (TGT) 0.0 $1.4M 9.5k 148.41
Eagle Ban (EGBN) 0.0 $1.4M 30k 44.82
Select Sector Spdr Tr Financial (XLF) 0.0 $1.4M 45k 30.36
T. Rowe Price (TROW) 0.0 $1.3M 13k 105.02
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $1.3M +11% 4.3k 307.35
Atmos Energy Corporation (ATO) 0.0 $1.3M 13k 101.86
Stryker Corporation (SYK) 0.0 $1.3M -51% 6.4k 202.51
Eli Lilly & Co. (LLY) 0.0 $1.3M +47% 4.0k 323.34
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $1.3M +2% 26k 48.78
Palantir Technologies Cl A (PLTR) 0.0 $1.3M 154k 8.13
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $1.2M +115% 13k 96.08
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $1.2M -5% 76k 16.18
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $1.2M NEW 21k 57.42
Nike CL B (NKE) 0.0 $1.2M +7% 14k 83.16
Marriott Intl Cl A (MAR) 0.0 $1.2M 8.4k 140.18
Danaher Corporation (DHR) 0.0 $1.2M -17% 4.6k 258.19
Dover Corporation (DOV) 0.0 $1.2M 10k 116.54
Aon Shs Cl A (AON) 0.0 $1.2M 4.3k 267.88
Oneok (OKE) 0.0 $1.2M +4% 23k 51.25
Reaves Util Income Com Sh Ben Int (UTG) 0.0 $1.2M -17% 42k 27.23
Constellation Energy (CEG) 0.0 $1.1M +241% 14k 83.20
Kimberly-Clark Corporation (KMB) 0.0 $1.1M +7% 10k 112.59
W.W. Grainger (GWW) 0.0 $1.1M 2.3k 489.15
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $1.1M +76% 19k 59.67
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $1.1M NEW 15k 72.53
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.0 $1.1M 24k 47.13
Paypal Holdings (PYPL) 0.0 $1.1M -7% 13k 86.06
Fiserv (FISV) 0.0 $1.1M -16% 12k 93.53
Ishares Tr U.s. Tech Etf (IYW) 0.0 $1.1M +87% 15k 73.36
Altria (MO) 0.0 $1.1M +18% 27k 40.40
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $1.1M -52% 100k 11.03
Ishares Em Mkts Div Etf (DVYE) 0.0 $1.1M 49k 22.67
Dow (DOW) 0.0 $1.1M -5% 25k 43.94
Comcast Corp Cl A (CMCSA) 0.0 $1.1M +4% 37k 29.34
Swedish Expt Cr Corp Rog Ttl Etn 22 (RJI) 0.0 $1.1M 139k 7.84
American Electric Power Company (AEP) 0.0 $1.1M -13% 12k 86.42
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $1.1M +179% 23k 46.14
Deutsche Bank A G Namen Akt (DB) 0.0 $1.1M +96% 143k 7.40
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $1.0M +276% 5.0k 206.55
Fastenal Company (FAST) 0.0 $1.0M 23k 46.02
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $1.0M NEW 21k 49.29
Snowflake Cl A (SNOW) 0.0 $1.0M 6.1k 169.91
NVIDIA Corporation (NVDA) 0.0 $1.0M +84% 8.4k 121.37
Ishares Msci Emerg Mrkt (EEMV) 0.0 $1.0M +175% 20k 50.66
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $979k 17k 58.33
M&T Bank Corporation (MTB) 0.0 $972k NEW 5.5k 176.34
Hldgs (UAL) 0.0 $966k +24% 30k 32.54
Dominion Resources (D) 0.0 $965k +40% 14k 69.08
Jones Lang LaSalle Incorporated (JLL) 0.0 $963k +54% 6.4k 151.13
Sandy Spring Ban (SASR) 0.0 $961k +32% 27k 35.27
Vanguard World Fds Health Car Etf (VHT) 0.0 $949k +43% 4.2k 223.77
Ark Etf Tr Innovation Etf (ARKK) 0.0 $947k +64% 25k 37.71
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $941k +196% 13k 74.26
Union Pacific Corporation (UNP) 0.0 $937k -11% 4.8k 194.76
Eaton Corp SHS (ETN) 0.0 $936k 7.0k 133.31
BlackRock (BLK) 0.0 $922k -11% 1.7k 550.45
H&E Equipment Services (HEES) 0.0 $916k 32k 28.33
Amgen (AMGN) 0.0 $914k -7% 4.1k 225.29
salesforce (CRM) 0.0 $904k +3% 6.3k 143.79
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.0 $896k 17k 53.45
Truist Financial Corp equities (TFC) 0.0 $874k -12% 20k 43.53
Ishares Tr Ibonds Dec22 Etf (IBDN) 0.0 $853k NEW 34k 25.03
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $852k +22% 81k 10.52
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $847k +11% 18k 48.25
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $846k 15k 58.53
Duke Energy Corp Com New (DUK) 0.0 $845k 9.1k 92.97
Qualcomm (QCOM) 0.0 $844k -15% 7.5k 113.00
CSX Corporation (CSX) 0.0 $836k +24% 31k 26.65

Past Filings by Wealthspire Advisors

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