Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WEALTHSPIRE ADVISORS LLC 02-06-2024 12-31-2023 644 7,039,581,038
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
PROGRESSIVE CORP COM 251 $1,615,457 10,142 0.00 0.00 -207 -2.00 12-31-2023
RTX CORPORATION COM 252 $1,614,010 19,182 0.00 0.00 1,427 8.04 12-31-2023
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 253 $1,613,265 33,708 0.00 33,708 +Inf 12-31-2023
ISHARES TR IBOXX INV CP ETF 254 $1,598,190 14,442 0.00 0.00 208 1.46 12-31-2023
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