
WEALTHSPIRE ADVISORS, L.P.
Latest 13F filing data - Q3 2020
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | CFG | 15K | $388.00K |
![]() | CRM | 15K | $3.82M |
![]() | HSIC | 15K | $890.00K |
![]() | CNDT | 15K | $47.00K |
![]() | DVN | 15K | $139.00K |
![]() | VICR | 15K | $1.14M |
![]() | USB | 15K | $523.00K |
![]() | MMM | 14K | $2.32M |
![]() | MREO | 14K | $37.00K |
![]() | HD | 14K | $3.96M |
![]() | BBD | 14K | $48.00K |
![]() | GALT | 14K | $37.00K |
![]() | WEC | 13K | $1.31M |
![]() | EXC | 13K | $474.00K |
![]() | TGT | 13K | $2.09M |
![]() | WMB | 13K | $258.00K |
![]() | LOW | 13K | $2.17M |
![]() | TJX | 13K | $709.00K |
![]() | IBN | 13K | $124.00K |
![]() | C | 13K | $542.00K |

Citizens Financial Group, Inc.
CFG
Shares Held
15K
Value
$388.00K

Salesforce, Inc.
CRM
Shares Held
15K
Value
$3.82M

Henry Schein, Inc.
HSIC
Shares Held
15K
Value
$890.00K

Conduent Incorporated
CNDT
Shares Held
15K
Value
$47.00K

Devon Energy Corporation
DVN
Shares Held
15K
Value
$139.00K

Vicor Corporation
VICR
Shares Held
15K
Value
$1.14M

U.S. Bancorp
USB
Shares Held
15K
Value
$523.00K

3M Company
MMM
Shares Held
14K
Value
$2.32M

Mereo BioPharma Group plc
MREO
Shares Held
14K
Value
$37.00K

The Home Depot, Inc.
HD
Shares Held
14K
Value
$3.96M

Banco Bradesco S.A.
BBD
Shares Held
14K
Value
$48.00K

Galectin Therapeutics Inc.
GALT
Shares Held
14K
Value
$37.00K

WEC Energy Group, Inc.
WEC
Shares Held
13K
Value
$1.31M

Exelon Corporation
EXC
Shares Held
13K
Value
$474.00K

Target Corporation
TGT
Shares Held
13K
Value
$2.09M

The Williams Companies, Inc.
WMB
Shares Held
13K
Value
$258.00K

Lowe's Companies, Inc.
LOW
Shares Held
13K
Value
$2.17M

The TJX Companies, Inc.
TJX
Shares Held
13K
Value
$709.00K

ICICI Bank Limited
IBN
Shares Held
13K
Value
$124.00K

Citigroup Inc.
C
Shares Held
13K
Value
$542.00K
