WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WPC | 12K | $792.26K |
 | UNH | 12K | $4.01M |
 | D | 12K | $710.12K |
 | EW | 11K | $894.04K |
 | MMM | 11K | $1.77M |
 | ITW | 11K | $2.96M |
 | SYK | 11K | $4.19M |
 | EIG | 11K | $478.71K |
 | AMX | 11K | $234.06K |
 | CTO | 11K | $180.75K |
 | ED | 11K | $1.11M |
 | AXP | 11K | $3.67M |
 | CFG | 11K | $576.90K |
 | BN | 11K | $743.54K |
 | AFL | 11K | $1.21M |
 | UL | 11K | $637.71K |
 | C | 11K | $1.09M |
 | PYPL | 11K | $708.11K |
 | OPCH | 11K | $292.15K |
 | MFIC | 10K | $123.92K |
W. P. Carey Inc.
WPC
Shares Held
12K
Value
$792.26K
UnitedHealth Group Incorporated
UNH
Shares Held
12K
Value
$4.01M
Dominion Energy, Inc.
D
Shares Held
12K
Value
$710.12K
Edwards Lifesciences Corporation
EW
Shares Held
11K
Value
$894.04K
3M Company
MMM
Shares Held
11K
Value
$1.77M
Illinois Tool Works Inc.
ITW
Shares Held
11K
Value
$2.96M
Stryker Corporation
SYK
Shares Held
11K
Value
$4.19M
Employers Holdings, Inc.
EIG
Shares Held
11K
Value
$478.71K
América Móvil, S.A.B. de C.V.
AMX
Shares Held
11K
Value
$234.06K
CTO Realty Growth, Inc.
CTO
Shares Held
11K
Value
$180.75K
Consolidated Edison, Inc.
ED
Shares Held
11K
Value
$1.11M
American Express Company
AXP
Shares Held
11K
Value
$3.67M
Citizens Financial Group, Inc.
CFG
Shares Held
11K
Value
$576.90K
Brookfield Corporation
BN
Shares Held
11K
Value
$743.54K
Aflac Incorporated
AFL
Shares Held
11K
Value
$1.21M
Unilever PLC
UL
Shares Held
11K
Value
$637.71K
Citigroup Inc.
C
Shares Held
11K
Value
$1.09M
PayPal Holdings, Inc.
PYPL
Shares Held
11K
Value
$708.11K
Option Care Health, Inc.
OPCH
Shares Held
11K
Value
$292.15K
MidCap Financial Investment Corporation
MFIC
Shares Held
10K
Value
$123.92K