WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IDA | 2K | $304.47K |
 | SWK | 2K | $171.11K |
 | TT | 2K | $946.93K |
 | PDM | 2K | $20.16K |
 | DAL | 2K | $126.18K |
 | NTAP | 2K | $261.07K |
 | KKR | 2K | $286.19K |
 | UA | 2K | $10.59K |
 | NTR | 2K | $128.61K |
 | HAL | 2K | $53.86K |
 | AMT | 2K | $420.32K |
 | FINV | 2K | $15.99K |
 | LH | 2K | $618.33K |
 | COOK | 2K | $2.63K |
 | DKS | 2K | $478.41K |
 | ESRT | 2K | $16.39K |
 | LPL | 2K | $11.10K |
 | RCL | 2K | $684.28K |
 | SON | 2K | $91.14K |
 | KMX | 2K | $94.72K |
IDACORP, Inc.
IDA
Shares Held
2K
Value
$304.47K
Stanley Black & Decker, Inc.
SWK
Shares Held
2K
Value
$171.11K
Trane Technologies plc
TT
Shares Held
2K
Value
$946.93K
Piedmont Office Realty Trust, Inc.
PDM
Shares Held
2K
Value
$20.16K
Delta Air Lines, Inc.
DAL
Shares Held
2K
Value
$126.18K
NetApp, Inc.
NTAP
Shares Held
2K
Value
$261.07K
KKR & Co. Inc.
KKR
Shares Held
2K
Value
$286.19K
Under Armour, Inc.
UA
Shares Held
2K
Value
$10.59K
Nutrien Ltd.
NTR
Shares Held
2K
Value
$128.61K
Halliburton Company
HAL
Shares Held
2K
Value
$53.86K
American Tower Corporation
AMT
Shares Held
2K
Value
$420.32K
FinVolution Group
FINV
Shares Held
2K
Value
$15.99K
Labcorp Holdings Inc.
LH
Shares Held
2K
Value
$618.33K
Traeger, Inc.
COOK
Shares Held
2K
Value
$2.63K
DICK'S Sporting Goods, Inc.
DKS
Shares Held
2K
Value
$478.41K
Empire State Realty Trust, Inc.
ESRT
Shares Held
2K
Value
$16.39K
LG Display Co., Ltd.
LPL
Shares Held
2K
Value
$11.10K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
2K
Value
$684.28K
Sonoco Products Company
SON
Shares Held
2K
Value
$91.14K
CarMax, Inc.
KMX
Shares Held
2K
Value
$94.72K