WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TJX | 27K | $3.93M |
 | MMS | 27K | $2.47M |
 | WBD | 27K | $522.55K |
 | CSX | 27K | $943.78K |
 | AZN | 26K | $1.99M |
 | BX | 26K | $4.42M |
 | BMY | 26K | $1.16M |
 | TFC | 25K | $1.16M |
 | SLRC | 25K | $383.54K |
 | META | 25K | $18.39M |
 | UGI | 25K | $829.24K |
 | CL | 24K | $1.93M |
 | V | 23K | $7.98M |
 | ATRO | 23K | $1.05M |
 | DOW | 23K | $524.71K |
 | APO | 23K | $3.05M |
 | HD | 23K | $9.17M |
 | BFIN | 23K | $270.68K |
 | SO | 22K | $2.11M |
 | MS | 22K | $3.52M |
The TJX Companies, Inc.
TJX
Shares Held
27K
Value
$3.93M
Maximus, Inc.
MMS
Shares Held
27K
Value
$2.47M
Warner Bros. Discovery, Inc.
WBD
Shares Held
27K
Value
$522.55K
CSX Corporation
CSX
Shares Held
27K
Value
$943.78K
AstraZeneca PLC
AZN
Shares Held
26K
Value
$1.99M
Blackstone Inc.
BX
Shares Held
26K
Value
$4.42M
Bristol-Myers Squibb Company
BMY
Shares Held
26K
Value
$1.16M
Truist Financial Corporation
TFC
Shares Held
25K
Value
$1.16M
SLR Investment Corp.
SLRC
Shares Held
25K
Value
$383.54K
Meta Platforms, Inc.
META
Shares Held
25K
Value
$18.39M
UGI Corporation
UGI
Shares Held
25K
Value
$829.24K
Colgate-Palmolive Company
CL
Shares Held
24K
Value
$1.93M
Visa Inc.
V
Shares Held
23K
Value
$7.98M
Astronics Corporation
ATRO
Shares Held
23K
Value
$1.05M
Dow Inc.
DOW
Shares Held
23K
Value
$524.71K
Apollo Global Management, Inc.
APO
Shares Held
23K
Value
$3.05M
The Home Depot, Inc.
HD
Shares Held
23K
Value
$9.17M
BankFinancial Corporation
BFIN
Shares Held
23K
Value
$270.68K
The Southern Company
SO
Shares Held
22K
Value
$2.11M
Morgan Stanley
MS
Shares Held
22K
Value
$3.52M