WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UNP | 22K | $5.22M |
 | WMB | 22K | $1.39M |
 | ORCL | 22K | $6.17M |
 | MDLZ | 22K | $1.37M |
 | OKE | 22K | $1.59M |
 | DUK | 22K | $2.68M |
 | MCD | 21K | $6.50M |
 | EVLV | 21K | $156.51K |
 | BMRC | 21K | $498.35K |
 | KRMD | 20K | $78.23K |
 | RELY | 20K | $326.00K |
 | GBDC | 19K | $264.04K |
 | VALE | 19K | $208.57K |
 | O | 19K | $1.14M |
 | HPQ | 19K | $511.94K |
 | EVRG | 19K | $1.42M |
 | VSTS | 18K | $83.27K |
 | FNB | 18K | $293.30K |
 | FI | 18K | $2.34M |
 | DX | 18K | $221.21K |
Union Pacific Corporation
UNP
Shares Held
22K
Value
$5.22M
The Williams Companies, Inc.
WMB
Shares Held
22K
Value
$1.39M
Oracle Corporation
ORCL
Shares Held
22K
Value
$6.17M
Mondelez International, Inc.
MDLZ
Shares Held
22K
Value
$1.37M
ONEOK, Inc.
OKE
Shares Held
22K
Value
$1.59M
Duke Energy Corporation
DUK
Shares Held
22K
Value
$2.68M
McDonald's Corporation
MCD
Shares Held
21K
Value
$6.50M
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
21K
Value
$156.51K
Bank of Marin Bancorp
BMRC
Shares Held
21K
Value
$498.35K
KORU Medical Systems, Inc.
KRMD
Shares Held
20K
Value
$78.23K
Remitly Global, Inc.
RELY
Shares Held
20K
Value
$326.00K
Golub Capital BDC, Inc.
GBDC
Shares Held
19K
Value
$264.04K
Vale S.A.
VALE
Shares Held
19K
Value
$208.57K
Realty Income Corporation
O
Shares Held
19K
Value
$1.14M
HP Inc.
HPQ
Shares Held
19K
Value
$511.94K
Evergy, Inc.
EVRG
Shares Held
19K
Value
$1.42M
Vestis Corporation
VSTS
Shares Held
18K
Value
$83.27K
F.N.B. Corporation
FNB
Shares Held
18K
Value
$293.30K
Fiserv, Inc.
FI
Shares Held
18K
Value
$2.34M
Dynex Capital, Inc.
DX
Shares Held
18K
Value
$221.21K