WEALTHSPIRE ADVISORS, L.P.
Latest 13F filing data - Q3 2020
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | INTC | 59K | $3.05M |
 | MO | 57K | $2.21M |
 | ABT | 53K | $5.78M |
 | RPRX | 53K | $2.21M |
 | XOM | 52K | $1.79M |
 | RWT | 52K | $391.00K |
 | CMCSA | 50K | $2.31M |
 | ABBV | 50K | $4.36M |
 | ALLY | 49K | $1.24M |
 | ET | 47K | $256.00K |
 | JPM | 47K | $4.51M |
 | MRK | 43K | $3.55M |
 | PG | 43K | $5.92M |
 | META | 41K | $10.86M |
 | F | 40K | $267.00K |
 | JNJ | 37K | $5.48M |
 | SBUX | 37K | $3.15M |
 | HLI | 36K | $2.11M |
 | PEP | 35K | $4.81M |
 | BRK-B | 34K | $7.21M |
Intel Corporation
INTC
Shares Held
59K
Value
$3.05M
Altria Group, Inc.
MO
Shares Held
57K
Value
$2.21M
Abbott Laboratories
ABT
Shares Held
53K
Value
$5.78M
Royalty Pharma plc
RPRX
Shares Held
53K
Value
$2.21M
Exxon Mobil Corporation
XOM
Shares Held
52K
Value
$1.79M
Redwood Trust, Inc.
RWT
Shares Held
52K
Value
$391.00K
Comcast Corporation
CMCSA
Shares Held
50K
Value
$2.31M
AbbVie Inc.
ABBV
Shares Held
50K
Value
$4.36M
Ally Financial Inc.
ALLY
Shares Held
49K
Value
$1.24M
Energy Transfer LP
ET
Shares Held
47K
Value
$256.00K
JPMorgan Chase & Co.
JPM
Shares Held
47K
Value
$4.51M
Merck & Co., Inc.
MRK
Shares Held
43K
Value
$3.55M
The Procter & Gamble Company
PG
Shares Held
43K
Value
$5.92M
Meta Platforms, Inc.
META
Shares Held
41K
Value
$10.86M
Ford Motor Company
F
Shares Held
40K
Value
$267.00K
Johnson & Johnson
JNJ
Shares Held
37K
Value
$5.48M
Starbucks Corporation
SBUX
Shares Held
37K
Value
$3.15M
Houlihan Lokey, Inc.
HLI
Shares Held
36K
Value
$2.11M
PepsiCo, Inc.
PEP
Shares Held
35K
Value
$4.81M
Berkshire Hathaway Inc.
BRK-B
Shares Held
34K
Value
$7.21M