Stock Taper 
WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Intuitive Surgical, Inc. | ISRG | 5.3K | $2.11M |
 Seagate Technology Holdings plc | STX | 5.27K | $5.09M |
 Analog Devices, Inc. | ADI | 5.25K | $2.08M |
 Veralto Corporation | VLTO | 5.21K | $461.82K |
 Hewlett Packard Enterprise Company | HPE | 5.15K | $232.57K |
 Crown Castle Inc. | CCI | 5.11K | $387.19K |
 Johnson Controls International plc | JCI | 5.09K | $744.32K |
 The Sherwin-Williams Company | SHW | 5.05K | $1.74M |
 IDEXX Laboratories, Inc. | IDXX | 4.94K | $2.6M |
 Rollins, Inc. | ROL | 4.92K | $205.55K |
 Sonida Senior Living, Inc. | SNDA | 4.92K | $200.78K |
 Brookfield Asset Management Ltd. | BAM | 4.92K | $220.58K |
 M&T Bank Corporation | MTB | 4.92K | $1.17M |
 Solstice Advanced Materials Inc. | SOLS | 4.84K | $429.12K |
 The Hershey Company | HSY | 4.8K | $841.58K |
 Intuit Inc. | INTU | 4.78K | $1.25M |
 Twilio Inc. | TWLO | 4.75K | $979.04K |
 Sempra | SRE | 4.7K | $435.8K |
 Northern Trust Corporation | NTRS | 4.68K | $813.31K |
 HEICO Corporation | HEI | 4.68K | $1.67M |