WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADBE | 4K | $1.25M |
 | NVS | 4K | $453.39K |
 | SAND | 4K | $43.82K |
 | FTNT | 3K | $293.10K |
 | SRE | 3K | $311.96K |
 | ACHR | 3K | $33.07K |
 | OWL | 3K | $58.41K |
 | BAM | 3K | $196.13K |
 | FITB | 3K | $152.76K |
 | PKST | 3K | $44.98K |
 | XEL | 3K | $273.73K |
 | UPS | 3K | $280.04K |
 | WELL | 3K | $597.18K |
 | TFX | 3K | $410.03K |
 | TD | 3K | $267.67K |
 | LYG | 3K | $14.99K |
 | LIN | 3K | $1.57M |
 | AM | 3K | $64.15K |
 | CHD | 3K | $286.55K |
 | STT | 3K | $377.74K |
Adobe Inc.
ADBE
Shares Held
4K
Value
$1.25M
Novartis AG
NVS
Shares Held
4K
Value
$453.39K
Sandstorm Gold Ltd.
SAND
Shares Held
4K
Value
$43.82K
Fortinet, Inc.
FTNT
Shares Held
3K
Value
$293.10K
Sempra
SRE
Shares Held
3K
Value
$311.96K
Archer Aviation Inc.
ACHR
Shares Held
3K
Value
$33.07K
Blue Owl Capital Inc.
OWL
Shares Held
3K
Value
$58.41K
Brookfield Asset Management Ltd.
BAM
Shares Held
3K
Value
$196.13K
Fifth Third Bancorp
FITB
Shares Held
3K
Value
$152.76K
Peakstone Realty Trust
PKST
Shares Held
3K
Value
$44.98K
Xcel Energy Inc.
XEL
Shares Held
3K
Value
$273.73K
United Parcel Service, Inc.
UPS
Shares Held
3K
Value
$280.04K
Welltower Inc.
WELL
Shares Held
3K
Value
$597.18K
Teleflex Incorporated
TFX
Shares Held
3K
Value
$410.03K
The Toronto-Dominion Bank
TD
Shares Held
3K
Value
$267.67K
Lloyds Banking Group plc
LYG
Shares Held
3K
Value
$14.99K
Linde plc
LIN
Shares Held
3K
Value
$1.57M
Antero Midstream Corporation
AM
Shares Held
3K
Value
$64.15K
Church & Dwight Co., Inc.
CHD
Shares Held
3K
Value
$286.55K
State Street Corporation
STT
Shares Held
3K
Value
$377.74K