WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AA | 3K | $97.22K |
 | PSA | 3K | $853.60K |
 | OGN | 3K | $31.31K |
 | ON | 3K | $144.35K |
 | DELL | 3K | $414.26K |
 | BABA | 3K | $518.96K |
 | ELME | 3K | $48.83K |
 | HOOD | 3K | $410.91K |
 | VLY | 3K | $30.35K |
 | VOYA | 3K | $212.73K |
 | SLF | 3K | $169.47K |
 | PSKY | 3K | $53.30K |
 | TRV | 3K | $784.59K |
 | MTB | 3K | $553.81K |
 | CRWD | 3K | $1.36M |
 | ROK | 3K | $966.51K |
 | MPW | 3K | $13.89K |
 | STGW | 3K | $15.37K |
 | FNF | 3K | $163.44K |
 | NYT | 3K | $153.69K |
Alcoa Corporation
AA
Shares Held
3K
Value
$97.22K
Public Storage
PSA
Shares Held
3K
Value
$853.60K
Organon & Co.
OGN
Shares Held
3K
Value
$31.31K
ON Semiconductor Corporation
ON
Shares Held
3K
Value
$144.35K
Dell Technologies Inc.
DELL
Shares Held
3K
Value
$414.26K
Alibaba Group Holding Limited
BABA
Shares Held
3K
Value
$518.96K
Elme Communities
ELME
Shares Held
3K
Value
$48.83K
Robinhood Markets, Inc.
HOOD
Shares Held
3K
Value
$410.91K
Valley National Bancorp
VLY
Shares Held
3K
Value
$30.35K
Voya Financial, Inc.
VOYA
Shares Held
3K
Value
$212.73K
Sun Life Financial Inc.
SLF
Shares Held
3K
Value
$169.47K
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
3K
Value
$53.30K
The Travelers Companies, Inc.
TRV
Shares Held
3K
Value
$784.59K
M&T Bank Corporation
MTB
Shares Held
3K
Value
$553.81K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
3K
Value
$1.36M
Rockwell Automation, Inc.
ROK
Shares Held
3K
Value
$966.51K
Medical Properties Trust, Inc.
MPW
Shares Held
3K
Value
$13.89K
Stagwell Inc.
STGW
Shares Held
3K
Value
$15.37K
Fidelity National Financial, Inc.
FNF
Shares Held
3K
Value
$163.44K
The New York Times Company
NYT
Shares Held
3K
Value
$153.69K