WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WRB | 6K | $440.34K |
 | CALM | 6K | $539.19K |
 | UBS | 6K | $231.53K |
 | PGR | 6K | $1.38M |
 | IOVA | 6K | $12.03K |
 | ZTS | 6K | $811.21K |
 | GEV | 5K | $3.31M |
 | AAL | 5K | $60.09K |
 | NUE | 5K | $721.05K |
 | DOC | 5K | $101.61K |
 | ADI | 5K | $1.30M |
 | AUB | 5K | $185.87K |
 | DTE | 5K | $739.12K |
 | CBUS | 5K | $6.58K |
 | B | 5K | $165.00K |
 | FIS | 5K | $331.89K |
 | BDX | 5K | $937.35K |
 | IONQ | 5K | $307.99K |
 | CZR | 5K | $135.34K |
 | ACTU | 5K | $33.45K |
W. R. Berkley Corporation
WRB
Shares Held
6K
Value
$440.34K
Cal-Maine Foods, Inc.
CALM
Shares Held
6K
Value
$539.19K
UBS Group AG
UBS
Shares Held
6K
Value
$231.53K
The Progressive Corporation
PGR
Shares Held
6K
Value
$1.38M
Iovance Biotherapeutics, Inc.
IOVA
Shares Held
6K
Value
$12.03K
Zoetis Inc.
ZTS
Shares Held
6K
Value
$811.21K
GE Vernova Inc.
GEV
Shares Held
5K
Value
$3.31M
American Airlines Group Inc.
AAL
Shares Held
5K
Value
$60.09K
Nucor Corporation
NUE
Shares Held
5K
Value
$721.05K
Healthpeak Properties, Inc.
DOC
Shares Held
5K
Value
$101.61K
Analog Devices, Inc.
ADI
Shares Held
5K
Value
$1.30M
Atlantic Union Bankshares Corporation
AUB
Shares Held
5K
Value
$185.87K
DTE Energy Company
DTE
Shares Held
5K
Value
$739.12K
Cibus, Inc.
CBUS
Shares Held
5K
Value
$6.58K
Barrick Mining Corporation
B
Shares Held
5K
Value
$165.00K
Fidelity National Information Services, Inc.
FIS
Shares Held
5K
Value
$331.89K
Becton, Dickinson and Company
BDX
Shares Held
5K
Value
$937.35K
IonQ, Inc.
IONQ
Shares Held
5K
Value
$307.99K
Caesars Entertainment, Inc.
CZR
Shares Held
5K
Value
$135.34K
Actuate Therapeutics Inc
ACTU
Shares Held
5K
Value
$33.45K