Sontag Advisory
Latest statistics and disclosures from Wealthspire Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SCHD, VOO, VEA, IJH, and represent 38.21% of Wealthspire Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$41M), VUG (+$40M), IEMG (+$38M), VXUS (+$27M), VEA (+$26M), NOBL (+$26M), TFLO (+$23M), VV (+$16M), SCHD (+$13M), MSFT (+$7.1M).
- Started 104 new stock positions in FWONK, TSM, AAL, DD, Starwood Property Trust Inc convertible security, TD, IBTF, APD, CACC, APH.
- Reduced shares in these 10 stocks: JPIN (-$23M), SPY (-$7.7M), VTI (-$7.4M), IUSB (-$6.2M), VTV (-$5.8M), CME, SCHF, DTH, IWF, IEI.
- Sold out of its positions in ATRI, Brookfield Asset Management, CNX, LNG, CUBE, EFT, Eaton Vance Fltng Rate 2022, FSRDQ, FENC, FCNCA.
- Wealthspire Advisors was a net buyer of stock by $302M.
- Wealthspire Advisors has $5.5B in assets under management (AUM), dropping by 14.86%.
- Central Index Key (CIK): 0001646247
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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.
- Sign up to view all of the Wealthspire Advisors Dec. 31, 2022 positions
- Download the Wealthspire Advisors December 2022 csv data
| 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
- 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
- Sontag Advisory 2019 Q4 filed Feb. 14, 2020
- Sontag Advisory 2019 Q3 filed Nov. 12, 2019
- Sontag Advisory 2019 Q2 filed Aug. 13, 2019
- Sontag Advisory 2019 Q1 filed May 8, 2019