WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DEO | 8K | $759.93K |
 | TOST | 8K | $289.31K |
 | KR | 8K | $529.34K |
 | MRCC | 8K | $54.52K |
 | HST | 8K | $132.13K |
 | AMAT | 8K | $1.56M |
 | DHR | 8K | $1.51M |
 | AMGN | 8K | $2.14M |
 | PSX | 8K | $1.03M |
 | ENB | 8K | $379.24K |
 | HTGC | 8K | $141.92K |
 | CRBU | 8K | $17.48K |
 | OXY | 7K | $345.68K |
 | AJG | 7K | $2.26M |
 | KVYO | 7K | $201.72K |
 | PEG | 7K | $600.94K |
 | CIM | 7K | $93.84K |
 | LAMR | 7K | $855.23K |
 | SIRI | 7K | $162.53K |
 | VTRS | 7K | $68.87K |
Diageo plc
DEO
Shares Held
8K
Value
$759.93K
Toast, Inc.
TOST
Shares Held
8K
Value
$289.31K
The Kroger Co.
KR
Shares Held
8K
Value
$529.34K
Monroe Capital Corporation
MRCC
Shares Held
8K
Value
$54.52K
Host Hotels & Resorts, Inc.
HST
Shares Held
8K
Value
$132.13K
Applied Materials, Inc.
AMAT
Shares Held
8K
Value
$1.56M
Danaher Corporation
DHR
Shares Held
8K
Value
$1.51M
Amgen Inc.
AMGN
Shares Held
8K
Value
$2.14M
Phillips 66
PSX
Shares Held
8K
Value
$1.03M
Enbridge Inc.
ENB
Shares Held
8K
Value
$379.24K
Hercules Capital, Inc.
HTGC
Shares Held
8K
Value
$141.92K
Caribou Biosciences, Inc.
CRBU
Shares Held
8K
Value
$17.48K
Occidental Petroleum Corporation
OXY
Shares Held
7K
Value
$345.68K
Arthur J. Gallagher & Co.
AJG
Shares Held
7K
Value
$2.26M
Klaviyo, Inc.
KVYO
Shares Held
7K
Value
$201.72K
Public Service Enterprise Group Incorporated
PEG
Shares Held
7K
Value
$600.94K
Chimera Investment Corporation
CIM
Shares Held
7K
Value
$93.84K
Lamar Advertising Company
LAMR
Shares Held
7K
Value
$855.23K
Sirius XM Holdings Inc.
SIRI
Shares Held
7K
Value
$162.53K
Viatris Inc.
VTRS
Shares Held
7K
Value
$68.87K