WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DCI | 6K | $515.33K |
 | RJF | 6K | $1.08M |
 | TSM | 6K | $1.75M |
 | GS | 6K | $4.97M |
 | BMO | 6K | $811.51K |
 | LPX | 6K | $551.62K |
 | ETR | 6K | $570.32K |
 | SMTI | 6K | $193.84K |
 | CAT | 6K | $2.87M |
 | CTVA | 6K | $400.01K |
 | KMB | 6K | $728.16K |
 | KHC | 6K | $152.23K |
 | OSBC | 6K | $101.01K |
 | BSX | 6K | $569.21K |
 | OGS | 6K | $471.64K |
 | GLW | 6K | $476.83K |
 | PNC | 6K | $1.17M |
 | TXN | 6K | $1.07M |
 | GSBD | 6K | $58.90K |
 | LUV | 6K | $184.01K |
Donaldson Company, Inc.
DCI
Shares Held
6K
Value
$515.33K
Raymond James Financial, Inc.
RJF
Shares Held
6K
Value
$1.08M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
6K
Value
$1.75M
The Goldman Sachs Group, Inc.
GS
Shares Held
6K
Value
$4.97M
Bank of Montreal
BMO
Shares Held
6K
Value
$811.51K
Louisiana-Pacific Corporation
LPX
Shares Held
6K
Value
$551.62K
Entergy Corporation
ETR
Shares Held
6K
Value
$570.32K
Sanara MedTech Inc.
SMTI
Shares Held
6K
Value
$193.84K
Caterpillar Inc.
CAT
Shares Held
6K
Value
$2.87M
Corteva, Inc.
CTVA
Shares Held
6K
Value
$400.01K
Kimberly-Clark Corporation
KMB
Shares Held
6K
Value
$728.16K
The Kraft Heinz Company
KHC
Shares Held
6K
Value
$152.23K
Old Second Bancorp, Inc.
OSBC
Shares Held
6K
Value
$101.01K
Boston Scientific Corporation
BSX
Shares Held
6K
Value
$569.21K
ONE Gas, Inc.
OGS
Shares Held
6K
Value
$471.64K
Corning Incorporated
GLW
Shares Held
6K
Value
$476.83K
The PNC Financial Services Group, Inc.
PNC
Shares Held
6K
Value
$1.17M
Texas Instruments Incorporated
TXN
Shares Held
6K
Value
$1.07M
Goldman Sachs BDC, Inc.
GSBD
Shares Held
6K
Value
$58.90K
Southwest Airlines Co.
LUV
Shares Held
6K
Value
$184.01K