WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AKBA | 70K | $191.10K |
 | ACN | 70K | $17.15M |
 | WFC | 69K | $5.77M |
 | EXFY | 66K | $122.49K |
 | BRK-B | 63K | $31.87M |
 | IBM | 63K | $17.79M |
 | LFMD | 62K | $418.70K |
 | PM | 60K | $9.72M |
 | CSCO | 56K | $3.82M |
 | FAST | 54K | $2.64M |
 | NLY | 51K | $1.03M |
 | ABBV | 50K | $11.67M |
 | AIRJ | 50K | $234.50K |
 | MRK | 48K | $4.03M |
 | ECOR | 47K | $235.12K |
 | INTC | 47K | $1.57M |
 | GE | 46K | $13.70M |
 | WRAP | 45K | $97.29K |
 | PLTR | 44K | $7.98M |
 | F | 43K | $513.83K |
Akebia Therapeutics, Inc.
AKBA
Shares Held
70K
Value
$191.10K
Accenture plc
ACN
Shares Held
70K
Value
$17.15M
Wells Fargo & Company
WFC
Shares Held
69K
Value
$5.77M
Expensify, Inc.
EXFY
Shares Held
66K
Value
$122.49K
Berkshire Hathaway Inc.
BRK-B
Shares Held
63K
Value
$31.87M
International Business Machines Corporation
IBM
Shares Held
63K
Value
$17.79M
LifeMD, Inc.
LFMD
Shares Held
62K
Value
$418.70K
Philip Morris International Inc.
PM
Shares Held
60K
Value
$9.72M
Cisco Systems, Inc.
CSCO
Shares Held
56K
Value
$3.82M
Fastenal Company
FAST
Shares Held
54K
Value
$2.64M
Annaly Capital Management, Inc.
NLY
Shares Held
51K
Value
$1.03M
AbbVie Inc.
ABBV
Shares Held
50K
Value
$11.67M
AirJoule Technologies Corporation
AIRJ
Shares Held
50K
Value
$234.50K
Merck & Co., Inc.
MRK
Shares Held
48K
Value
$4.03M
electroCore, Inc.
ECOR
Shares Held
47K
Value
$235.12K
Intel Corporation
INTC
Shares Held
47K
Value
$1.57M
GE Aerospace
GE
Shares Held
46K
Value
$13.70M
Wrap Technologies, Inc.
WRAP
Shares Held
45K
Value
$97.29K
Palantir Technologies Inc.
PLTR
Shares Held
44K
Value
$7.98M
Ford Motor Company
F
Shares Held
43K
Value
$513.83K