Stock Taper 
WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ServiceNow, Inc. | NOW | 52.19K | $5.18M |
 The Walt Disney Company | DIS | 51.42K | $4.95M |
 Abbott Laboratories | ABT | 49K | $4.45M |
 electroCore, Inc. | ECOR | 47.5K | $410.38K |
 Dynex Capital, Inc. | DX | 45.86K | $601.25K |
 Morgan Stanley | MS | 45.47K | $9.51M |
 The Progressive Corporation | PGR | 45.05K | $9.84M |
 PepsiCo, Inc. | PEP | 44.98K | $6.09M |
 Meta Platforms, Inc. | META | 44.94K | $25.31M |
 Shopify Inc. | SHOP | 44.72K | $5.11M |
 Ares Capital Corporation | ARCC | 41.95K | $777.42K |
 Bristol-Myers Squibb Company | BMY | 40.67K | $2.34M |
 The Home Depot, Inc. | HD | 38.85K | $13.7M |
 Salesforce, Inc. | CRM | 38.18K | $5.98M |
 Americold Realty Trust, Inc. | COLD | 35.07K | $551.32K |
 RTX Corporation | RTX | 34.64K | $6.57M |
 Warner Bros. Discovery, Inc. | WBD | 33.34K | $888.84K |
 KLA Corporation | KLAC | 33.3K | $10.05M |
 Sony Group Corporation | SONY | 33.02K | $662.31K |
 Lululemon Athletica Inc. | LULU | 32.62K | $3.72M |