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Sontag Advisory

Latest statistics and disclosures from Wealthspire Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VOO, VEA, IJH, SCHD, and represent 39.41% of Wealthspire Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH (+$328M), IVV (+$37M), VTI (+$13M), VEA (+$9.2M), VTIP (+$8.2M), BAB (+$6.4M), VBK (+$6.3M), AOM (+$5.4M), VXUS (+$5.1M), VWO.
Started 32 new stock positions in IUSV, HYDB, LEN, SHV, KVYO, BLDR, J, IBDR, Core Scientific, IT.
Reduced shares in these 10 stocks: SCHD (-$13M), VOO (-$8.9M), SCHF (-$8.2M), TFLO (-$6.4M), SPY, VV, SCHX, IWV, QQQ, MUB.
Sold out of its positions in APD, ANSS, BWA, BR, CE, CLX, DBEF, DVN, DFAT, FRT.
Wealthspire Advisors was a net buyer of stock by $295M.
Wealthspire Advisors has $7.5B in assets under management (AUM), dropping by 6.51%.
Central Index Key (CIK): 0001646247

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Positions held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealthspire Advisors

Wealthspire Advisors holds 641 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Wealthspire Advisors has 641 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealthspire Advisors March 31, 2024 positions
Download the Wealthspire Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	15.4	$1.2B	+3%	2.2M	525.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.2	$541M		1.1M	480.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.9	$442M	+2%	8.8M	50.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.5	$410M	+398%	6.8M	60.74	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.4	$406M	-3%	5.0M	80.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.2	$315M		603k	523.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.5	$260M	+5%	1.0M	259.90	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.4	$253M	+2%	4.2M	60.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.6	$192M	-4%	4.9M	39.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.4	$178M		1.6M	110.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$137M		549k	249.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$129M	+3%	3.1M	41.77	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.7	$129M		733k	175.27	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$107M		311k	344.20	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.4	$106M	-3%	443k	239.76	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	1.2	$87M	+7%	3.3M	26.55	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$83M		363k	228.59	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.1	$83M	+10%	1.7M	47.89	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$83M		1.6M	51.60	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.0	$75M	-3%	739k	101.41	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$69M	-5%	1.1M	62.06	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$65M	-3%	878k	74.22	View chart
Apple (AAPL)	0.9	$64M		373k	171.48	View chart
Microsoft Corporation (MSFT)	0.8	$61M	-3%	146k	420.72	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$61M	-4%	565k	107.60	View chart
Ishares Tr Core Msci Total (IXUS)	0.8	$58M	-4%	849k	67.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$55M	-5%	125k	444.01	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.7	$55M		1.9M	29.53	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$53M		325k	162.86	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.7	$50M	-2%	813k	61.53	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.7	$49M	-11%	968k	50.69	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$44M	+7%	753k	58.65	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$40M	-5%	887k	45.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$40M	-6%	497k	79.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$39M	-2%	114k	337.05	View chart
Cme (CME)	0.5	$35M		163k	215.29	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$29M	-4%	578k	50.60	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$29M	+5%	83k	346.61	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.4	$28M		424k	65.61	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$27M	+29%	104k	260.72	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$27M	-6%	246k	110.50	View chart
Amazon (AMZN)	0.3	$25M	-4%	140k	180.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$23M	-2%	321k	72.63	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$22M		866k	25.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$22M	-3%	51k	420.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$21M	-3%	102k	210.30	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.3	$21M	-3%	441k	47.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$20M		131k	152.26	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$20M		103k	191.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$18M	+3%	151k	120.99	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$18M	-3%	185k	97.94	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$16M	-6%	189k	86.48	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$16M		89k	179.11	View chart
First Tr Energy Infrastrctr (FIF)	0.2	$16M	-4%	858k	18.16	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$15M	-4%	62k	235.79	View chart
Exxon Mobil Corporation (XOM)	0.2	$14M		123k	116.24	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$14M	-20%	47k	300.08	View chart
Johnson & Johnson (JNJ)	0.2	$14M	-2%	89k	158.19	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$13M		587k	22.77	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$13M	-3%	172k	76.19	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$12M	+5%	147k	84.44	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$12M		104k	115.30	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$12M	-7%	163k	73.15	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$12M	+2%	141k	84.09	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$12M		41k	288.03	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$12M	-4%	74k	155.91	View chart
Chevron Corporation (CVX)	0.1	$11M	-2%	71k	157.74	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$11M		98k	114.14	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$11M	-4%	197k	53.34	View chart
JPMorgan Chase & Co. (JPM)	0.1	$10M	-5%	52k	200.30	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$10M	-8%	50k	204.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$10M	-6%	68k	150.93	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$10M	+5%	87k	118.29	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$9.9M	-4%	150k	65.91	View chart
Choice Hotels International (CHH)	0.1	$9.8M		77k	126.35	View chart
Abbvie (ABBV)	0.1	$9.7M	-3%	53k	182.10	View chart
NVIDIA Corporation (NVDA)	0.1	$9.6M	-13%	11k	903.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$9.6M		46k	205.72	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$9.5M	-9%	182k	52.16	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$9.4M	+7%	35k	270.80	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$9.1M	-4%	195k	46.48	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$8.9M	-2%	81k	110.21	View chart
Coca-Cola Company (KO)	0.1	$8.9M	+4%	145k	61.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$8.7M	+2%	113k	76.67	View chart
Procter & Gamble Company (PG)	0.1	$8.4M	-2%	52k	162.25	View chart
Meta Platforms Cl A (META)	0.1	$8.3M	-12%	17k	485.59	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$8.2M	-2%	67k	123.18	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$7.9M	+5%	50k	158.81	View chart
Byrna Technologies Com New (BYRN)	0.1	$7.7M		553k	13.93	View chart
Costco Wholesale Corporation (COST)	0.1	$7.7M	+3%	11k	732.61	View chart
Home Depot (HD)	0.1	$7.6M	-7%	20k	383.60	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$7.2M	+14%	227k	31.95	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$7.2M		70k	103.79	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$7.2M	-7%	55k	131.24	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$7.2M	-4%	146k	49.24	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$7.2M		65k	110.13	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.1	$7.0M		291k	24.10	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$6.9M	-2%	12k	556.42	View chart
Mastercard Incorporated Cl A (MA)	0.1	$6.6M	-4%	14k	481.57	View chart
Merck & Co (MRK)	0.1	$6.5M	-3%	49k	131.95	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$6.3M	+3%	183k	34.68	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$6.3M	-11%	158k	39.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$6.3M	-11%	34k	182.61	View chart
UnitedHealth (UNH)	0.1	$6.1M	-2%	12k	494.69	View chart
Visa Com Cl A (V)	0.1	$5.9M		21k	279.08	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.1	$5.9M	+16%	567k	10.35	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$5.9M	-23%	62k	94.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$5.8M		31k	186.81	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$5.7M	-31%	81k	70.88	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$5.4M	NEW	127k	42.78	View chart
Pepsi (PEP)	0.1	$5.4M		31k	175.01	View chart
Oneok (OKE)	0.1	$5.0M		62k	80.17	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$4.9M	-23%	54k	91.80	View chart
International Business Machines (IBM)	0.1	$4.8M		25k	190.96	View chart
Eli Lilly & Co. (LLY)	0.1	$4.7M	-6%	6.0k	777.93	View chart
Verizon Communications (VZ)	0.1	$4.6M	-27%	110k	41.96	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$4.6M		194k	23.68	View chart
Bank of America Corporation (BAC)	0.1	$4.5M		119k	37.92	View chart
Thermo Fisher Scientific (TMO)	0.1	$4.5M	-7%	7.7k	581.18	View chart
Wal-Mart Stores (WMT)	0.1	$4.4M	+149%	74k	60.17	View chart
Abbott Laboratories (ABT)	0.1	$4.4M	-3%	39k	113.66	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$4.3M	+8%	143k	30.22	View chart
Broadcom (AVGO)	0.1	$4.3M	-5%	3.2k	1325.24	View chart
McDonald's Corporation (MCD)	0.1	$4.3M	-2%	15k	281.95	View chart
Tesla Motors (TSLA)	0.1	$4.2M	-17%	24k	175.79	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$4.2M	-20%	88k	47.46	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$4.0M	-17%	102k	39.53	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$4.0M	-11%	57k	69.92	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$3.8M	-4%	38k	100.81	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.8M	-2%	62k	61.05	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.0	$3.7M	-3%	156k	23.94	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.0	$3.7M	+5%	159k	23.23	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$3.6M	-3%	67k	53.81	View chart
Netflix (NFLX)	0.0	$3.6M	+7%	5.9k	607.32	View chart
Pfizer (PFE)	0.0	$3.5M	-3%	127k	27.75	View chart
Cisco Systems (CSCO)	0.0	$3.5M	-8%	70k	49.91	View chart
Hormel Foods Corporation (HRL)	0.0	$3.5M		100k	34.89	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$3.3M	-18%	72k	46.00	View chart
Morgan Stanley Com New (MS)	0.0	$3.3M	-4%	35k	94.16	View chart
Illinois Tool Works (ITW)	0.0	$3.3M		12k	268.32	View chart
Cava Group Ord (CAVA)	0.0	$3.2M	-9%	46k	70.05	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$3.2M	-13%	81k	39.66	View chart
Intel Corporation (INTC)	0.0	$3.2M	-3%	72k	44.17	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.0	$3.1M		53k	59.40	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$3.1M		29k	107.30	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$3.1M		24k	131.37	View chart
Starbucks Corporation (SBUX)	0.0	$3.1M		34k	91.39	View chart
Marriott Intl Cl A (MAR)	0.0	$3.0M		12k	252.30	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.0	$3.0M	NEW	48k	63.17	View chart
Steel Connect (STCN)	0.0	$3.0M	NEW	315k	9.49	View chart
Nextera Energy (NEE)	0.0	$3.0M	-11%	47k	63.91	View chart
Walt Disney Company (DIS)	0.0	$3.0M		24k	122.36	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$2.9M		36k	81.43	View chart
Union Pacific Corporation (UNP)	0.0	$2.9M	-3%	12k	245.92	View chart
Charles Schwab Corporation (SCHW)	0.0	$2.8M		39k	72.34	View chart
Eaton Corp SHS (ETN)	0.0	$2.8M	-5%	8.9k	312.69	View chart
Aon Shs Cl A (AON)	0.0	$2.8M	-22%	8.3k	333.72	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$2.8M	+8%	6.9k	397.78	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.0	$2.7M		64k	42.57	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$2.7M	+4%	8.9k	304.71	View chart
General Electric Com New (GE)	0.0	$2.7M		16k	175.53	View chart
Boeing Company (BA)	0.0	$2.7M	+81%	14k	192.99	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$2.7M	-3%	20k	135.06	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$2.7M	-25%	86k	31.34	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$2.6M	-5%	26k	102.28	View chart
Palantir Technologies Cl A (PLTR)	0.0	$2.6M		114k	23.01	View chart
Metropcs Communications (TMUS)	0.0	$2.6M	-6%	16k	163.22	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.6M	-4%	27k	96.71	View chart
Dow (DOW)	0.0	$2.5M		44k	57.93	View chart
Stryker Corporation (SYK)	0.0	$2.5M		7.0k	357.87	View chart
Comcast Corp Cl A (CMCSA)	0.0	$2.5M	-5%	57k	43.35	View chart
Adobe Systems Incorporated (ADBE)	0.0	$2.5M	-11%	4.9k	504.60	View chart
Vanguard World Utilities Etf (VPU)	0.0	$2.4M		17k	142.58	View chart
Target Corporation (TGT)	0.0	$2.4M	-2%	14k	177.21	View chart
Amgen (AMGN)	0.0	$2.4M	-4%	8.5k	284.33	View chart
Oracle Corporation (ORCL)	0.0	$2.4M	-6%	19k	125.61	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$2.4M	-4%	51k	47.44	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$2.4M		48k	49.19	View chart
Valero Energy Corporation (VLO)	0.0	$2.4M		14k	170.69	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$2.4M	-9%	58k	40.71	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.0	$2.3M	-6%	35k	67.39	View chart
Philip Morris International (PM)	0.0	$2.3M	-5%	25k	91.62	View chart
H&E Equipment Services (HEES)	0.0	$2.3M	+5%	36k	64.18	View chart
Fastenal Company (FAST)	0.0	$2.3M	-2%	30k	77.14	View chart
salesforce (CRM)	0.0	$2.3M		7.6k	301.18	View chart
American Airls (AAL)	0.0	$2.3M		147k	15.35	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$2.2M		19k	115.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$2.1M	+2%	13k	169.37	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$2.1M		14k	147.73	View chart
Enterprise Products Partners (EPD)	0.0	$2.1M	-26%	73k	29.18	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$2.1M		19k	109.17	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.0	$2.1M		35k	59.98	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$2.0M	-31%	130k	15.73	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$2.0M	-7%	3.8k	524.29	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$2.0M	-4%	42k	47.87	View chart
Becton, Dickinson and (BDX)	0.0	$2.0M	-7%	8.1k	247.45	View chart
Advanced Micro Devices (AMD)	0.0	$2.0M	+2%	11k	180.49	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$2.0M	NEW	42k	46.72	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$2.0M	-4%	34k	58.06	View chart
BlackRock (BLK)	0.0	$2.0M	-2%	2.4k	833.86	View chart
Constellation Energy (CEG)	0.0	$1.9M	+4%	11k	184.85	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$1.9M	-6%	17k	114.96	View chart
Fiserv (FI)	0.0	$1.9M		12k	159.82	View chart
Qualcomm (QCOM)	0.0	$1.9M	-3%	11k	169.30	View chart
Progressive Corporation (PGR)	0.0	$1.9M	-8%	9.3k	206.83	View chart
Uber Technologies (UBER)	0.0	$1.9M		25k	76.99	View chart
Ford Motor Company (F)	0.0	$1.9M	-24%	143k	13.28	View chart
At&t (T)	0.0	$1.9M	-6%	108k	17.60	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$1.9M	-20%	14k	137.22	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$1.9M		39k	48.77	View chart
Deutsche Bank A G Namen Akt (DB)	0.0	$1.9M	-7%	119k	15.77	View chart
Fair Isaac Corporation (FICO)	0.0	$1.9M	-5%	1.5k	1249.61	View chart
Phillips 66 (PSX)	0.0	$1.9M		11k	163.35	View chart
Lauder Estee Cos Cl A (EL)	0.0	$1.9M	-4%	12k	154.15	View chart
Northrop Grumman Corporation (NOC)	0.0	$1.8M	-3%	3.8k	478.67	View chart
Caterpillar (CAT)	0.0	$1.8M	-8%	4.9k	366.43	View chart
Applied Materials (AMAT)	0.0	$1.8M	-7%	8.7k	206.24	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$1.8M	-18%	27k	65.87	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.8M	-5%	18k	97.53	View chart
Lowe's Companies (LOW)	0.0	$1.8M	-6%	6.9k	254.72	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.0	$1.8M	-31%	33k	53.45	View chart
Emerson Electric (EMR)	0.0	$1.8M	-2%	15k	113.42	View chart
Marathon Petroleum Corp (MPC)	0.0	$1.7M	-6%	8.7k	201.50	View chart
Dover Corporation (DOV)	0.0	$1.7M		9.8k	177.18	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.0	$1.7M		38k	45.83	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$1.7M	-11%	21k	81.78	View chart
Paychex (PAYX)	0.0	$1.7M	-3%	14k	122.80	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$1.7M	-4%	32k	52.87	View chart
FedEx Corporation (FDX)	0.0	$1.7M	-5%	5.8k	289.75	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.7M	-2%	41k	41.08	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$1.7M	-21%	29k	58.11	View chart
Automatic Data Processing (ADP)	0.0	$1.7M	-9%	6.7k	249.75	View chart
Coinbase Global Com Cl A (COIN)	0.0	$1.7M	-2%	6.3k	265.12	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$1.6M		93k	17.56	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$1.6M		17k	91.25	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$1.6M		53k	29.77	View chart
Atlantic Union B (AUB)	0.0	$1.6M		45k	35.31	View chart
CVS Caremark Corporation (CVS)	0.0	$1.6M	-11%	20k	79.76	View chart
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)	0.0	$1.6M		24k	66.26	View chart
Bristol Myers Squibb (BMY)	0.0	$1.6M	-18%	29k	54.23	View chart
Intuit (INTU)	0.0	$1.5M	-5%	2.3k	650.03	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$1.5M		32k	48.21	View chart
Williams Companies (WMB)	0.0	$1.5M	-5%	39k	38.97	View chart
Ecolab (ECL)	0.0	$1.5M	-11%	6.5k	230.90	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$1.5M	+4%	60k	24.72	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$1.5M	-31%	35k	42.12	View chart
T. Rowe Price (TROW)	0.0	$1.5M	-13%	12k	121.92	View chart
Jones Lang LaSalle Incorporated (JLL)	0.0	$1.5M	+10%	7.5k	195.09	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$1.5M	+16%	64k	22.71	View chart
Altria (MO)	0.0	$1.5M	-7%	33k	43.62	View chart

Past Filings by Wealthspire Advisors

SEC 13F filings are viewable for Wealthspire Advisors going back to 2018

Wealthspire Advisors 2024 Q1 filed May 6, 2024
Wealthspire Advisors 2023 Q4 filed Feb. 7, 2024
Wealthspire Advisors 2023 Q3 filed Nov. 6, 2023
Wealthspire Advisors 2023 Q2 filed Aug. 1, 2023
Wealthspire Advisors 2023 Q1 filed May 9, 2023
Wealthspire Advisors 2022 Q4 filed Feb. 14, 2023
Wealthspire Advisors 2022 Q3 filed Nov. 14, 2022
Wealthspire Advisors 2022 Q2 filed Aug. 9, 2022
Wealthspire Advisors 2022 Q1 filed May 9, 2022
Wealthspire Advisors 2021 Q4 filed Feb. 14, 2022
Wealthspire Advisors 2021 Q3 filed Nov. 15, 2021
Wealthspire Advisors 2021 Q2 filed Aug. 13, 2021
Wealthspire Advisors 2021 Q1 filed May 17, 2021
Wealthspire Advisors 2020 Q4 filed Feb. 16, 2021
Sontag Advisory 2020 Q3 filed Nov. 16, 2020
Sontag Advisory 2020 Q2 filed Aug. 14, 2020

View all past filings

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