WEALTHSPIRE ADVISORS, L.P.
Latest 13F filing data - Q3 2020
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DOW | 10K | $478.00K |
 | DG | 10K | $2.13M |
 | SO | 10K | $547.00K |
 | XAIR | 10K | $52.00K |
 | BABA | 10K | $2.93M |
 | MDT | 10K | $1.02M |
 | ADSK | 10K | $2.23M |
 | COP | 10K | $317.00K |
 | KHC | 10K | $288.00K |
 | PEG | 10K | $526.00K |
 | ETN | 10K | $974.00K |
 | MU | 9K | $445.00K |
 | NEE | 9K | $2.63M |
 | BAM | 9K | $305.00K |
 | BDX | 9K | $2.14M |
 | GIS | 9K | $560.00K |
 | DHR | 9K | $1.95M |
 | GLW | 9K | $288.00K |
 | UNP | 9K | $1.73M |
 | GILD | 9K | $551.00K |
Dow Inc.
DOW
Shares Held
10K
Value
$478.00K
Dollar General Corporation
DG
Shares Held
10K
Value
$2.13M
The Southern Company
SO
Shares Held
10K
Value
$547.00K
Beyond Air, Inc.
XAIR
Shares Held
10K
Value
$52.00K
Alibaba Group Holding Limited
BABA
Shares Held
10K
Value
$2.93M
Medtronic plc
MDT
Shares Held
10K
Value
$1.02M
Autodesk, Inc.
ADSK
Shares Held
10K
Value
$2.23M
ConocoPhillips
COP
Shares Held
10K
Value
$317.00K
The Kraft Heinz Company
KHC
Shares Held
10K
Value
$288.00K
Public Service Enterprise Group Incorporated
PEG
Shares Held
10K
Value
$526.00K
Eaton Corporation plc
ETN
Shares Held
10K
Value
$974.00K
Micron Technology, Inc.
MU
Shares Held
9K
Value
$445.00K
NextEra Energy, Inc.
NEE
Shares Held
9K
Value
$2.63M
Brookfield Asset Management Ltd.
BAM
Shares Held
9K
Value
$305.00K
Becton, Dickinson and Company
BDX
Shares Held
9K
Value
$2.14M
General Mills, Inc.
GIS
Shares Held
9K
Value
$560.00K
Danaher Corporation
DHR
Shares Held
9K
Value
$1.95M
Corning Incorporated
GLW
Shares Held
9K
Value
$288.00K
Union Pacific Corporation
UNP
Shares Held
9K
Value
$1.73M
Gilead Sciences, Inc.
GILD
Shares Held
9K
Value
$551.00K