WEALTHSPIRE ADVISORS, L.P.
Latest 13F filing data - Q3 2020
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADI | 2K | $287.00K |
 | FIVN | 2K | $318.00K |
 | ELV | 2K | $655.00K |
 | DEO | 2K | $320.00K |
 | A | 2K | $235.00K |
 | BLK | 2K | $1.29M |
 | ZBRA | 2K | $547.00K |
 | CMI | 2K | $454.00K |
 | LMT | 2K | $792.00K |
 | SPGI | 2K | $743.00K |
 | SJM | 2K | $237.00K |
 | ISRG | 2K | $1.45M |
 | VRTX | 2K | $546.00K |
 | CPRT | 2K | $211.00K |
 | EA | 2K | $261.00K |
 | DOV | 2K | $215.00K |
 | SRE | 2K | $232.00K |
 | MCHP | 2K | $201.00K |
 | TMUS | 2K | $217.00K |
 | TT | 2K | $225.00K |
Analog Devices, Inc.
ADI
Shares Held
2K
Value
$287.00K
Five9, Inc.
FIVN
Shares Held
2K
Value
$318.00K
Elevance Health Inc.
ELV
Shares Held
2K
Value
$655.00K
Diageo plc
DEO
Shares Held
2K
Value
$320.00K
Agilent Technologies, Inc.
A
Shares Held
2K
Value
$235.00K
BlackRock, Inc.
BLK
Shares Held
2K
Value
$1.29M
Zebra Technologies Corporation
ZBRA
Shares Held
2K
Value
$547.00K
Cummins Inc.
CMI
Shares Held
2K
Value
$454.00K
Lockheed Martin Corporation
LMT
Shares Held
2K
Value
$792.00K
S&P Global Inc.
SPGI
Shares Held
2K
Value
$743.00K
The J. M. Smucker Company
SJM
Shares Held
2K
Value
$237.00K
Intuitive Surgical, Inc.
ISRG
Shares Held
2K
Value
$1.45M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
2K
Value
$546.00K
Copart, Inc.
CPRT
Shares Held
2K
Value
$211.00K
Electronic Arts Inc.
EA
Shares Held
2K
Value
$261.00K
Dover Corporation
DOV
Shares Held
2K
Value
$215.00K
Sempra
SRE
Shares Held
2K
Value
$232.00K
Microchip Technology Incorporated
MCHP
Shares Held
2K
Value
$201.00K
T-Mobile US, Inc.
TMUS
Shares Held
2K
Value
$217.00K
Trane Technologies plc
TT
Shares Held
2K
Value
$225.00K