WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHOP | 18K | $2.64M |
 | NKE | 17K | $1.21M |
 | WTRG | 17K | $670.54K |
 | CION | 17K | $158.19K |
 | RTX | 17K | $2.79M |
 | SHEL | 17K | $1.18M |
 | COST | 16K | $15.23M |
 | MAR | 16K | $4.17M |
 | AEP | 16K | $1.79M |
 | MFC | 16K | $490.50K |
 | BK | 16K | $1.71M |
 | TMO | 16K | $7.61M |
 | HSIC | 15K | $1.02M |
 | CVS | 15K | $1.16M |
 | VOD | 15K | $177.25K |
 | LOW | 15K | $3.82M |
 | JOBY | 15K | $244.47K |
 | WY | 15K | $374.11K |
 | CHH | 15K | $1.61M |
 | PANW | 15K | $2.98M |
Shopify Inc.
SHOP
Shares Held
18K
Value
$2.64M
NIKE, Inc.
NKE
Shares Held
17K
Value
$1.21M
Essential Utilities, Inc.
WTRG
Shares Held
17K
Value
$670.54K
CION Investment Corporation
CION
Shares Held
17K
Value
$158.19K
RTX Corporation
RTX
Shares Held
17K
Value
$2.79M
Shell plc
SHEL
Shares Held
17K
Value
$1.18M
Costco Wholesale Corporation
COST
Shares Held
16K
Value
$15.23M
Marriott International, Inc.
MAR
Shares Held
16K
Value
$4.17M
American Electric Power Company, Inc.
AEP
Shares Held
16K
Value
$1.79M
Manulife Financial Corporation
MFC
Shares Held
16K
Value
$490.50K
The Bank of New York Mellon Corporation
BK
Shares Held
16K
Value
$1.71M
Thermo Fisher Scientific Inc.
TMO
Shares Held
16K
Value
$7.61M
Henry Schein, Inc.
HSIC
Shares Held
15K
Value
$1.02M
CVS Health Corporation
CVS
Shares Held
15K
Value
$1.16M
Vodafone Group Public Limited Company
VOD
Shares Held
15K
Value
$177.25K
Lowe's Companies, Inc.
LOW
Shares Held
15K
Value
$3.82M
Joby Aviation, Inc.
JOBY
Shares Held
15K
Value
$244.47K
Weyerhaeuser Company
WY
Shares Held
15K
Value
$374.11K
Choice Hotels International, Inc.
CHH
Shares Held
15K
Value
$1.61M
Palo Alto Networks, Inc.
PANW
Shares Held
15K
Value
$2.98M