Stock Taper

WEALTHSPIRE ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Solstice Advanced Materials Inc.SOLS4.84K$429.12K
M&T Bank CorporationMTB4.92K$1.17M
Brookfield Asset Management Ltd.BAM4.92K$220.58K
Sonida Senior Living, Inc.SNDA4.92K$200.78K
Rollins, Inc.ROL4.92K$205.55K
IDEXX Laboratories, Inc.IDXX4.94K$2.6M
The Sherwin-Williams CompanySHW5.05K$1.74M
Johnson Controls International plcJCI5.09K$744.32K
Crown Castle Inc.CCI5.11K$387.19K
Hewlett Packard Enterprise CompanyHPE5.15K$232.57K
Veralto CorporationVLTO5.21K$461.82K
Analog Devices, Inc.ADI5.25K$2.08M
Seagate Technology Holdings plcSTX5.27K$5.09M
Intuitive Surgical, Inc.ISRG5.3K$2.11M
Quanta Services, Inc.PWR5.33K$3.84M
Tortoise Energy Infrastructure CorporationTYG5.33K$228.58K
Cameco CorporationCCJ5.38K$548.09K
General Dynamics CorporationGD5.39K$1.91M
Church & Dwight Co., Inc.CHD5.39K$522.45K
Novartis AGNVS5.45K$854.72K