Wealthspire-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "JOBY", "ARES", "INSP", null, "GDX", "RRX", "POOL", null, null, null, null, null, null, "OSK", null, "PLXS", "MGEE", "TROW", "RJF", null, "LOAR", null, "SMCI", null, "FWONK", "SNOW", "MU", "ANVS", "FNDF", "ACN", null, null, "MMM", "ABNB", "ABT", "ABBV", null, "ADBE", "APD", "BABA", "MTRN", "JLL", "VONG", null, "ALL", null, "GOOGL", "PXF", "VDE", "RIG", "AXP", null, null, "NMZ", null, "ASML", "T", "BLK", null, "GLTR", null, null, null, null, "CAT", "AVGO", "LOW", "CLS", "BRO", "KMX", null, "BDJ", "CII", "WRB", "BSX", null, "STEW", null, null, "DBEF", "COF", null, "CMI", "CTO", null, null, null, "DUK", "NUV", "EIM", "D", "NAD", "MLCO", "PTY", "ESS", "RXRX", "UTG", "RL", "WTRG", "FRT", "EXPE", null, null, "NRK", null, "FCX", "CION", "GD", "GILD", "GIS", null, "AUID", null, "XAIR", "HON", "HD", "HPQ", null, null, "AZN", null, null, "MCD", null, "INTU", null, null, null, null, "RPM", null, null, null, null, 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"CMC", "COP", "CEG", "CPRT", "CORT", "ED", "COST", "GLW", "CTVA", "CRWD", "CVS", "CSX", "CYBR", "DHR", "DE", "FANG", null, null, null, null, "DFAX", "DFAC", "DDS", "DFS", "DLR", "DOCU", "DCI", "RSP", "EWJ", null, "IJT", null, "IJJ", "EFA", "ADI", "VMC", "VOD", "USMV", "IWB", "NEE", "NKE", "MAR", "QQQ", "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "MEC", "NFLX", "PM", "PH", null, "AWK", null, null, "APO", "MO", "MLM", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 789
- Total Value
- 10068673792
- Accession Number
- 0001646247-25-000004
- Form Type
- 13F-HR
- Manager Name
- Wealthspire-Advisors
Data Enrichment
70% identified552 identified237 unidentified
Holdings
789 positions • $10.1B total value
Manager:
Search and click to pin securities to the top
Page 10 of 40
25434V625
Shares:49.8K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$10.1B)
46434V282
Shares:52.3K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$10.1B)
25434V757
Shares:119.1K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$10.1B)
Shares:21.9K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$10.1B)
81369Y605
Shares:59.3K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$10.1B)
25434V500
Shares:48.7K
Value:$2.9M
% of Portfolio:0.0% ($2.9M/$10.1B)
381430529
Shares:29.0K
Value:$2.9M
% of Portfolio:0.0% ($2.9M/$10.1B)
81369Y506
Shares:30.9K
Value:$2.9M
% of Portfolio:0.0% ($2.9M/$10.1B)
389637109
Shares:43.6K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$10.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip25434V625)✕ | 49.8K | YoY NEW(+49.8K) | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$10.1B) | YoY NEW(+$3.1M) |
Walt Disney Co(DIScusip254687106) | 30.8K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$10.1B) | ||
| 107.3K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$10.1B) | |||
(cusip46434V282)✕ | 52.3K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$10.1B) | ||
| 11.2K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$10.1B) | |||
(cusip25434V757)✕ | 119.1K | QoQ +0.21% (+256)YoY NEW(+119.1K) | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$10.1B) | YoY NEW(+$3.0M) |
| 21.9K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$10.1B) | |||
| 96.7K | QoQ 0.00% (-7) | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$10.1B) | ||
MORGAN STANLEY(MScusip617446448) | 25.5K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$10.1B) | ||
(cusip81369Y605)✕ | 59.3K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$10.1B) | ||
ORACLE CORP(ORCLcusip68389X105) | 21.0K | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$10.1B) | ||
(cusip25434V500)✕ | 48.7K | YoY NEW(+48.7K) | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$10.1B) | YoY NEW(+$2.9M) |
PFIZER INC(PFEcusip717081103) | 114.8K | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$10.1B) | ||
(cusip381430529)✕ | 29.0K | QoQ +3.18% (+897)YoY NEW(+29.0K) | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$10.1B) | YoY NEW(+$2.9M) |
(cusip81369Y506)✕ | 30.9K | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$10.1B) | ||
| 11.6K | QoQ -2.39% (-284)YoY -6.04% (-744) | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$10.1B) | ||
| 5.3K | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$10.1B) | |||
| 10.7K | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$10.1B) | |||
| 9.3K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$10.1B) | |||
(cusip389637109)✕ | 43.6K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$10.1B) |