Wealthspire Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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
CIK
0001646247
Manager Name
Wealthspire Advisors, LLC
Data Enrichment
70% identified
552 identified237 unidentified

Holdings

789 positions
Manager:
SEC
Search and click to pin securities to the top
Page 10 of 40
25434V625
25434V625
Shares:
49770(+20.9%)
Value:
$3.1B(+15.6%)
Walt Disney Co
DIS|254687106
Shares:
30774(+18.3%)
Value:
$3.0B(+4.9%)
AT&T INC.
T|00206R102
Shares:
107251(-2.6%)
Value:
$3.0B(+20.9%)
46434V282
46434V282
Shares:
52270(-8.5%)
Value:
$3.0B(-12.2%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
11240(-0.3%)
Value:
$3.0B(-9.6%)
25434V757
25434V757
Shares:
119061(+0.2%)
Value:
$3.0B(+2.1%)
Apollo Global Management, Inc.
APO|03769M106
Shares:
21879(-4.0%)
Value:
$3.0B(-20.4%)
HORMEL FOODS CORP /DE/
HRL|440452100
Shares:
96729(+0.0%)
Value:
$3.0B(-1.4%)
MORGAN STANLEY
MS|617446448
Shares:
25493(-15.9%)
Value:
$3.0B(-21.9%)
81369Y605
81369Y605
Shares:
59256(+2.6%)
Value:
$3.0B(+5.7%)
ORACLE CORP
ORCL|68389X105
Shares:
21027(-3.5%)
Value:
$2.9B(-19.0%)
25434V500
25434V500
Shares:
48745(+2.4%)
Value:
$2.9B(-6.0%)
PFIZER INC
PFE|717081103
Shares:
114832(-8.7%)
Value:
$2.9B(-12.8%)
381430529
381430529
Shares:
29025(+3.2%)
Value:
$2.9B(+3.5%)
81369Y506
81369Y506
Shares:
30870(-38.8%)
Value:
$2.9B(-33.2%)
ILLINOIS TOOL WORKS INC
ITW|452308109
Shares:
11565(-2.4%)
Value:
$2.9B(-4.5%)
92204A702
VGT|92204A702
Shares:
5271(-10.9%)
Value:
$2.9B(-22.3%)
T-Mobile US, Inc.
TMUS|872590104
Shares:
10694(-16.5%)
Value:
$2.9B(+0.8%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
9299(-5.3%)
Value:
$2.8B(-1.2%)
389637109
389637109
Shares:
43594(-13.5%)
Value:
$2.8B(-23.9%)