WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SJM | 3K | $275.89K |
 | BLK | 3K | $2.96M |
 | OHI | 3K | $106.38K |
 | KTOS | 3K | $228.79K |
 | IR | 2K | $204.43K |
 | DLTR | 2K | $231.50K |
 | TMHC | 2K | $161.59K |
 | IVZ | 2K | $55.65K |
 | GLXY | 2K | $80.97K |
 | GMED | 2K | $135.96K |
 | SOLV | 2K | $172.86K |
 | CHYM | 2K | $47.74K |
 | FRT | 2K | $239.68K |
 | AOS | 2K | $172.41K |
 | ARES | 2K | $374.63K |
 | CDW | 2K | $372.70K |
 | YUMC | 2K | $99.81K |
 | ICE | 2K | $390.78K |
 | HIG | 2K | $308.79K |
 | PNW | 2K | $207.47K |
The J. M. Smucker Company
SJM
Shares Held
3K
Value
$275.89K
BlackRock, Inc.
BLK
Shares Held
3K
Value
$2.96M
Omega Healthcare Investors, Inc.
OHI
Shares Held
3K
Value
$106.38K
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
3K
Value
$228.79K
Ingersoll Rand Inc.
IR
Shares Held
2K
Value
$204.43K
Dollar Tree, Inc.
DLTR
Shares Held
2K
Value
$231.50K
Taylor Morrison Home Corporation
TMHC
Shares Held
2K
Value
$161.59K
Invesco Ltd.
IVZ
Shares Held
2K
Value
$55.65K
Galaxy Digital
GLXY
Shares Held
2K
Value
$80.97K
Globus Medical, Inc.
GMED
Shares Held
2K
Value
$135.96K
Solventum Corporation
SOLV
Shares Held
2K
Value
$172.86K
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
2K
Value
$47.74K
Federal Realty Investment Trust
FRT
Shares Held
2K
Value
$239.68K
A. O. Smith Corporation
AOS
Shares Held
2K
Value
$172.41K
Ares Management Corporation
ARES
Shares Held
2K
Value
$374.63K
CDW Corporation
CDW
Shares Held
2K
Value
$372.70K
Yum China Holdings, Inc.
YUMC
Shares Held
2K
Value
$99.81K
Intercontinental Exchange, Inc.
ICE
Shares Held
2K
Value
$390.78K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
2K
Value
$308.79K
Pinnacle West Capital Corporation
PNW
Shares Held
2K
Value
$207.47K