WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OTIS | 2K | $179.29K |
 | FSLY | 2K | $16.48K |
 | AI | 2K | $33.26K |
 | PLUG | 2K | $4.46K |
 | NXPI | 2K | $434.95K |
 | NOW | 2K | $1.75M |
 | ASB | 2K | $48.57K |
 | A | 2K | $241.30K |
 | KDP | 2K | $47.95K |
 | UNM | 2K | $144.06K |
 | SPH | 2K | $34.15K |
 | AVY | 2K | $296.29K |
 | FVCB | 2K | $23.53K |
 | HDB | 2K | $61.69K |
 | LNG | 2K | $423.91K |
 | KEY | 2K | $33.70K |
 | RBLX | 2K | $249.61K |
 | FBIZ | 2K | $92.27K |
 | APD | 2K | $488.70K |
 | FANG | 2K | $254.43K |
Otis Worldwide Corporation
OTIS
Shares Held
2K
Value
$179.29K
Fastly, Inc.
FSLY
Shares Held
2K
Value
$16.48K
C3.ai, Inc.
AI
Shares Held
2K
Value
$33.26K
Plug Power Inc.
PLUG
Shares Held
2K
Value
$4.46K
NXP Semiconductors N.V.
NXPI
Shares Held
2K
Value
$434.95K
ServiceNow, Inc.
NOW
Shares Held
2K
Value
$1.75M
Associated Banc-Corp
ASB
Shares Held
2K
Value
$48.57K
Agilent Technologies, Inc.
A
Shares Held
2K
Value
$241.30K
Keurig Dr Pepper Inc.
KDP
Shares Held
2K
Value
$47.95K
Unum Group
UNM
Shares Held
2K
Value
$144.06K
Suburban Propane Partners, L.P.
SPH
Shares Held
2K
Value
$34.15K
Avery Dennison Corporation
AVY
Shares Held
2K
Value
$296.29K
FVCBankcorp, Inc.
FVCB
Shares Held
2K
Value
$23.53K
HDFC Bank Limited
HDB
Shares Held
2K
Value
$61.69K
Cheniere Energy, Inc.
LNG
Shares Held
2K
Value
$423.91K
KeyCorp
KEY
Shares Held
2K
Value
$33.70K
Roblox Corporation
RBLX
Shares Held
2K
Value
$249.61K
First Business Financial Services, Inc.
FBIZ
Shares Held
2K
Value
$92.27K
Air Products and Chemicals, Inc.
APD
Shares Held
2K
Value
$488.70K
Diamondback Energy, Inc.
FANG
Shares Held
2K
Value
$254.43K