Stock Taper 
WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Duke Energy Corporation | DUK | 19.52K | $2.47M |
 Elme Communities | ELME | 19.36K | $28.66K |
 McCormick & Company, Incorporated | MKC | 19.25K | $970.69K |
 CVS Health Corp. | CVS | 19.02K | $1.97M |
 Capital One Financial Corporation | COF | 18.87K | $3.79M |
 Costco Wholesale Corporation | COST | 18.58K | $17.38M |
 Organigram Global Inc. | OGI | 18.52K | $18.89K |
 Vestis Corporation | VSTS | 18.43K | $267.66K |
 The TJX Companies, Inc. | TJX | 18.02K | $2.73M |
 Zeta Global Holdings Corp. | ZETA | 18K | $354.24K |
 The Carlyle Group Inc. | CG | 17.84K | $751.38K |
 Nordic American Tankers Limited | NAT | 17.54K | $97.17K |
 Applied Digital Corp. | APLD | 17.51K | $653.2K |
 Vistra Corp. | VST | 17.47K | $2.77M |
 UGI Corporation | UGI | 16.97K | $586.27K |
 CION Investment Corporation | CION | 16.69K | $103.96K |
 Freeport-McMoRan Inc. | FCX | 16.63K | $1.05M |
 Dominion Energy, Inc. | D | 16.47K | $1.12M |
 Newmark Group, Inc. | NMRK | 16.46K | $248.71K |
 Option Care Health, Inc. | OPCH | 16.39K | $343.74K |