WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SAN | 7K | $72.88K |
 | NFLX | 7K | $8.31M |
 | COP | 7K | $654.02K |
 | VLO | 7K | $1.17M |
 | HON | 7K | $1.45M |
 | UP | 7K | $12.66K |
 | WM | 7K | $1.51M |
 | JMSB | 7K | $134.82K |
 | TGT | 7K | $607.75K |
 | RPM | 7K | $790.63K |
 | APH | 7K | $827.15K |
 | CMC | 7K | $381.27K |
 | GEHC | 7K | $497.26K |
 | DOCU | 7K | $477.24K |
 | MDT | 7K | $622.01K |
 | MTG | 7K | $185.14K |
 | CWEN | 6K | $180.43K |
 | BAX | 6K | $145.05K |
 | OGE | 6K | $294.26K |
 | SONY | 6K | $182.56K |
Banco Santander, S.A.
SAN
Shares Held
7K
Value
$72.88K
Netflix, Inc.
NFLX
Shares Held
7K
Value
$8.31M
ConocoPhillips
COP
Shares Held
7K
Value
$654.02K
Valero Energy Corporation
VLO
Shares Held
7K
Value
$1.17M
Honeywell International Inc.
HON
Shares Held
7K
Value
$1.45M
Wheels Up Experience Inc.
UP
Shares Held
7K
Value
$12.66K
Waste Management, Inc.
WM
Shares Held
7K
Value
$1.51M
John Marshall Bancorp, Inc.
JMSB
Shares Held
7K
Value
$134.82K
Target Corporation
TGT
Shares Held
7K
Value
$607.75K
RPM International Inc.
RPM
Shares Held
7K
Value
$790.63K
Amphenol Corporation
APH
Shares Held
7K
Value
$827.15K
Commercial Metals Company
CMC
Shares Held
7K
Value
$381.27K
GE HealthCare Technologies Inc.
GEHC
Shares Held
7K
Value
$497.26K
DocuSign, Inc.
DOCU
Shares Held
7K
Value
$477.24K
Medtronic plc
MDT
Shares Held
7K
Value
$622.01K
MGIC Investment Corporation
MTG
Shares Held
7K
Value
$185.14K
Clearway Energy, Inc.
CWEN
Shares Held
6K
Value
$180.43K
Baxter International Inc.
BAX
Shares Held
6K
Value
$145.05K
OGE Energy Corp.
OGE
Shares Held
6K
Value
$294.26K
Sony Group Corporation
SONY
Shares Held
6K
Value
$182.56K