WEALTHSPIRE ADVISORS, L.P.
Latest 13F filing data - Q3 2020
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMI | 34K | $416.00K |
 | V | 34K | $6.71M |
 | BX | 33K | $1.74M |
 | EPD | 33K | $522.00K |
 | PAG | 33K | $1.56M |
 | PM | 32K | $2.44M |
 | SSP | 32K | $361.00K |
 | ORCL | 30K | $1.80M |
 | BMY | 28K | $1.68M |
 | TFC | 28K | $1.05M |
 | DIS | 27K | $3.40M |
 | MA | 26K | $8.95M |
 | NKE | 26K | $3.23M |
 | FAST | 25K | $1.15M |
 | PLTR | 24K | $224.00K |
 | WFC | 23K | $541.00K |
 | WMT | 22K | $3.12M |
 | KEY | 22K | $265.00K |
 | MDLZ | 22K | $1.26M |
 | FISV | 22K | $2.24M |
Kinder Morgan, Inc.
KMI
Shares Held
34K
Value
$416.00K
Visa Inc.
V
Shares Held
34K
Value
$6.71M
Blackstone Inc.
BX
Shares Held
33K
Value
$1.74M
Enterprise Products Partners L.P.
EPD
Shares Held
33K
Value
$522.00K
Penske Automotive Group, Inc.
PAG
Shares Held
33K
Value
$1.56M
Philip Morris International Inc.
PM
Shares Held
32K
Value
$2.44M
The E.W. Scripps Company
SSP
Shares Held
32K
Value
$361.00K
Oracle Corporation
ORCL
Shares Held
30K
Value
$1.80M
Bristol-Myers Squibb Company
BMY
Shares Held
28K
Value
$1.68M
Truist Financial Corporation
TFC
Shares Held
28K
Value
$1.05M
The Walt Disney Company
DIS
Shares Held
27K
Value
$3.40M
Mastercard Incorporated
MA
Shares Held
26K
Value
$8.95M
NIKE, Inc.
NKE
Shares Held
26K
Value
$3.23M
Fastenal Company
FAST
Shares Held
25K
Value
$1.15M
Palantir Technologies Inc.
PLTR
Shares Held
24K
Value
$224.00K
Wells Fargo & Company
WFC
Shares Held
23K
Value
$541.00K
Walmart Inc.
WMT
Shares Held
22K
Value
$3.12M
KeyCorp
KEY
Shares Held
22K
Value
$265.00K
Mondelez International, Inc.
MDLZ
Shares Held
22K
Value
$1.26M
Fiserv, Inc.
FISV
Shares Held
22K
Value
$2.24M