Stock Taper

WEALTHSPIRE ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
American Electric Power Company, Inc.AEP14.22K$1.95M
The Southern CompanySO14.04K$1.34M
Paychex, Inc.PAYX13.97K$1.37M
3M CompanyMMM13.9K$2.25M
Arthur J. Gallagher & Co.AJG13.76K$3.16M
The Kraft Heinz CompanyKHC13.74K$324.56K
Burke & Herbert Financial Services Corp.BHRB13.65K$981.23K
Consolidated Edison, Inc.ED13.53K$1.5M
Appian CorporationAPPN13.5K$309.15K
Amgen Inc.AMGN13.42K$4.86M
AST SpaceMobile, Inc.ASTS13.34K$1.19M
Aflac IncorporatedAFL13.2K$1.55M
PayPal Holdings, Inc.PYPL13.17K$568.63K
Lam Research CorporationLRCX13.11K$5.68M
América Móvil, S.A.B. de C.V.AMX13.06K$339.53K
Eaton Corporation plcETN12.97K$5.53M
Arista Networks, Inc.ANET12.9K$2.19M
Automatic Data Processing, Inc.ADP12.89K$2.89M
SL Green Realty Corp.SLG12.85K$665.04K
JetBlue Airways CorporationJBLU12.8K$73.34K