Stock Taper

WEALTHSPIRE ADVISORS, L.P.

Latest 13F filing data - Q3 2020

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Kinder Morgan, Inc.KMI33.74K$416K
Visa Inc.V33.54K$6.71M
Blackstone Inc.BX33.25K$1.74M
Enterprise Products Partners L.P.EPD33.08K$522K
Penske Automotive Group, Inc.PAG32.64K$1.56M
Philip Morris International Inc.PM32.5K$2.44M
The E.W. Scripps CompanySSP31.53K$361K
Oracle CorporationORCL30.14K$1.8M
Bristol-Myers Squibb CompanyBMY27.93K$1.68M
Truist Financial CorporationTFC27.57K$1.05M
The Walt Disney CompanyDIS27.45K$3.4M
Mastercard IncorporatedMA26.46K$8.95M
NIKE, Inc.NKE25.76K$3.23M
Fastenal CompanyFAST25.46K$1.15M
Palantir Technologies Inc.PLTR23.6K$224K
Wells Fargo & CompanyWFC23.01K$541K
Walmart Inc.WMT22.31K$3.12M
KeyCorpKEY22.23K$265K
Mondelez International, Inc.MDLZ21.93K$1.26M
Fiserv, Inc.FISV21.76K$2.24M