Stock Taper 
WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BETA Technologies, Inc. | BETA | 80.13K | $1.34M |
 The Charles Schwab Corporation | SCHW | 80.22K | $7.4M |
 Enterprise Products Partners L.P. | EPD | 80.76K | $2.97M |
 L.B. Foster Company | FSTR | 80.91K | $3.65M |
 CSX Corporation | CSX | 83.59K | $3.97M |
 Berkshire Hathaway Inc. | BRK-B | 83.6K | $41.83M |
 The Procter & Gamble Company | PG | 85.65K | $12.56M |
 Bankwell Financial Group, Inc. | BWFG | 87.54K | $5.14M |
 Digi Power X Inc. | DGXX | 89.23K | $486.32K |
 Netflix, Inc. | NFLX | 92.14K | $6.58M |
 American Express Company | AXP | 95.73K | $32.38M |
 Broadcom Inc. | AVGO | 96.83K | $36.58M |
 Hormel Foods Corporation | HRL | 100.19K | $2.49M |
 Johnson & Johnson | JNJ | 101.69K | $25.83M |
 United Bankshares, Inc. | UBSI | 102.94K | $4.72M |
 Tesla, Inc. | TSLA | 104.46K | $43.94M |
 AGNC Investment Corp. | AGNC | 110.85K | $1.21M |
 Cisco Systems, Inc. | CSCO | 111.97K | $13.15M |
 HealthEquity, Inc. | HQY | 111.99K | $10.11M |
 JPMorgan Chase & Co. | JPM | 114.56K | $37.5M |