WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVX | 115K | $17.87M |
 | PFE | 113K | $2.88M |
 | EGHT | 108K | $229.35K |
 | AGNC | 103K | $1.01M |
 | FFAI | 100K | $130.00K |
 | HRL | 97K | $2.39M |
 | BAC | 95K | $4.92M |
 | MEC | 95K | $1.31M |
 | GOOGL | 95K | $23.05M |
 | SBUX | 87K | $7.35M |
 | CX | 85K | $765.52K |
 | JNJ | 84K | $15.51M |
 | CBNK | 80K | $2.54M |
 | EPD | 79K | $2.48M |
 | SCHW | 79K | $7.54M |
 | MO | 75K | $4.94M |
 | JPM | 74K | $23.43M |
 | USB | 74K | $3.58M |
 | LNKB | 72K | $512.15K |
 | CART | 71K | $2.61M |
Chevron Corporation
CVX
Shares Held
115K
Value
$17.87M
Pfizer Inc.
PFE
Shares Held
113K
Value
$2.88M
8x8, Inc.
EGHT
Shares Held
108K
Value
$229.35K
AGNC Investment Corp.
AGNC
Shares Held
103K
Value
$1.01M
Faraday Future Intelligent Electric Inc.
FFAI
Shares Held
100K
Value
$130.00K
Hormel Foods Corporation
HRL
Shares Held
97K
Value
$2.39M
Bank of America Corporation
BAC
Shares Held
95K
Value
$4.92M
Mayville Engineering Company, Inc.
MEC
Shares Held
95K
Value
$1.31M
Alphabet Inc.
GOOGL
Shares Held
95K
Value
$23.05M
Starbucks Corporation
SBUX
Shares Held
87K
Value
$7.35M
CEMEX, S.A.B. de C.V.
CX
Shares Held
85K
Value
$765.52K
Johnson & Johnson
JNJ
Shares Held
84K
Value
$15.51M
Capital Bancorp, Inc.
CBNK
Shares Held
80K
Value
$2.54M
Enterprise Products Partners L.P.
EPD
Shares Held
79K
Value
$2.48M
The Charles Schwab Corporation
SCHW
Shares Held
79K
Value
$7.54M
Altria Group, Inc.
MO
Shares Held
75K
Value
$4.94M
JPMorgan Chase & Co.
JPM
Shares Held
74K
Value
$23.43M
U.S. Bancorp
USB
Shares Held
74K
Value
$3.58M
LINKBANCORP, Inc.
LNKB
Shares Held
72K
Value
$512.15K
Instacart (Maplebear Inc.)
CART
Shares Held
71K
Value
$2.61M