Stock Taper

WEALTHSPIRE ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
National Fuel Gas CompanyNFG11.52K$889.15K
Digimarc Corp.DMRC11.5K$94.53K
WEC Energy Group, Inc.WEC11.27K$1.32M
Bloom Energy CorporationBE11.23K$3.4M
Horizon Technology Finance CorporationHRZN11.19K$52.93K
Joby Aviation, Inc.JOBY11.13K$99.28K
Carrier Global CorporationCARR11.1K$814K
Employers Holdings, Inc.EIG11.09K$559.57K
Space Exploration Technologies Corp.SPCX11.05K$1.89M
Citizens Financial Group, Inc.CFG10.99K$770.13K
Starwood Property Trust, Inc.STWD10.97K$179.74K
CTO Realty Growth, Inc.CTO10.88K$234.12K
Banco Santander, S.A.SAN10.87K$149.97K
First Financial Bancorp.FFBC10.8K$365.36K
Honeywell International Inc.HON10.61K$2.38M
W. P. Carey Inc.WPC10.44K$746.25K
Edwards Lifesciences CorporationEW10.43K$943.41K
Blue Owl Capital Inc.OWL10.41K$91.11K
Howard Hughes Holdings Inc.HHH10.33K$738.28K
Haleon plcHLN10.23K$95.45K