Stock Taper 
WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Salesforce, Inc. | CRM | 38.18K | $5.98M |
 The Home Depot, Inc. | HD | 38.85K | $13.7M |
 Bristol-Myers Squibb Company | BMY | 40.67K | $2.34M |
 Ares Capital Corporation | ARCC | 41.95K | $777.42K |
 Shopify Inc. | SHOP | 44.72K | $5.11M |
 Meta Platforms, Inc. | META | 44.94K | $25.31M |
 PepsiCo, Inc. | PEP | 44.98K | $6.09M |
 The Progressive Corporation | PGR | 45.05K | $9.84M |
 Morgan Stanley | MS | 45.47K | $9.51M |
 Dynex Capital, Inc. | DX | 45.86K | $601.25K |
 electroCore, Inc. | ECOR | 47.5K | $410.38K |
 Abbott Laboratories | ABT | 49K | $4.45M |
 The Walt Disney Company | DIS | 51.42K | $4.95M |
 ServiceNow, Inc. | NOW | 52.19K | $5.18M |
 Blackstone Inc. | BX | 52.52K | $6.18M |
 Annaly Capital Management, Inc. | NLY | 53.37K | $1.19M |
 Energy Transfer LP | ET | 53.38K | $1.02M |
 Oracle Corporation | ORCL | 54.94K | $8.05M |
 International Business Machines Corporation | IBM | 55K | $15.47M |
 Fastenal Company | FAST | 56.03K | $2.69M |