WEALTHSPIRE ADVISORS, L.P.
Latest 13F filing data - Q3 2020
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ES | 6K | $494.00K |
 | CAT | 6K | $848.00K |
 | LIN | 6K | $1.34M |
 | DD | 6K | $306.00K |
 | PRU | 5K | $349.00K |
 | NVDA | 5K | $2.94M |
 | WELL | 5K | $299.00K |
 | NVS | 5K | $470.00K |
 | PNC | 5K | $593.00K |
 | NFLX | 5K | $2.65M |
 | PLD | 5K | $527.00K |
 | NVO | 5K | $359.00K |
 | SLF | 5K | $209.00K |
 | OMC | 5K | $254.00K |
 | GOOG | 5K | $7.53M |
 | ADM | 5K | $237.00K |
 | FAF | 5K | $258.00K |
 | AZN | 5K | $274.00K |
 | CSX | 5K | $384.00K |
 | SNY | 5K | $245.00K |
Eversource Energy
ES
Shares Held
6K
Value
$494.00K
Caterpillar Inc.
CAT
Shares Held
6K
Value
$848.00K
Linde plc
LIN
Shares Held
6K
Value
$1.34M
DuPont de Nemours, Inc.
DD
Shares Held
6K
Value
$306.00K
Prudential Financial, Inc.
PRU
Shares Held
5K
Value
$349.00K
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$2.94M
Welltower Inc.
WELL
Shares Held
5K
Value
$299.00K
Novartis AG
NVS
Shares Held
5K
Value
$470.00K
The PNC Financial Services Group, Inc.
PNC
Shares Held
5K
Value
$593.00K
Netflix, Inc.
NFLX
Shares Held
5K
Value
$2.65M
Prologis, Inc.
PLD
Shares Held
5K
Value
$527.00K
Novo Nordisk A/S
NVO
Shares Held
5K
Value
$359.00K
Sun Life Financial Inc.
SLF
Shares Held
5K
Value
$209.00K
Omnicom Group Inc.
OMC
Shares Held
5K
Value
$254.00K
Alphabet Inc.
GOOG
Shares Held
5K
Value
$7.53M
Archer-Daniels-Midland Company
ADM
Shares Held
5K
Value
$237.00K
First American Financial Corporation
FAF
Shares Held
5K
Value
$258.00K
AstraZeneca PLC
AZN
Shares Held
5K
Value
$274.00K
CSX Corporation
CSX
Shares Held
5K
Value
$384.00K
Sanofi
SNY
Shares Held
5K
Value
$245.00K