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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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 11 of 40
92204A876
Shares:16.5K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$10.1B)
00162Q395
Shares:64.6K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$10.1B)
46641Q837
Shares:52.8K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$10.1B)
464287721
Shares:18.6K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$10.1B)
00162Q452
Shares:49.9K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$10.1B)
78468R788
Shares:58.2K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$10.1B)
464285204
Shares:42.3K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$10.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Maplebear Inc.(CARTcusip565394103) | 71.0K | QoQ +0.47% (-334)YoY NEW(+71.0K) | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$10.1B) | YoY NEW(+$2.8M) |
(cusip92204A876)✕ | 16.5K | QoQ 0.00% (+0)YoY -3.96% (-680) | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$10.1B) | |
Duke Energy CORP(DUKcusip26441C204) | 22.8K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$10.1B) | ||
(cusip00162Q395)✕ | 64.6K | QoQ +0.44% (-287)YoY +0.99% (-638) | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$10.1B) | |
(cusip46641Q837)✕ | 52.8K | YoY NEW(+52.8K) | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$10.1B) | YoY NEW(+$2.7M) |
| 13.2K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$10.1B) | |||
| 4.9K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$10.1B) | |||
FISERV INC(FIcusip337738108) | 12.0K | QoQ -5.49% (-699)YoY -0.22% (-27) | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$10.1B) | |
| 111.7K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$10.1B) | |||
authID Inc.(AUIDcusip46264C305) | 542.7K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$10.1B) | ||
(cusip464287721)✕ | 18.6K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$10.1B) | ||
(cusip00162Q452)✕ | 49.9K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$10.1B) | ||
(cusip78468R788)✕ | 58.2K | QoQ +0.95% (+549)YoY +0.22% (+133) | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$10.1B) | |
| 8.2K | QoQ -1.35% (-113)YoY -3.31% (-282) | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$10.1B) | ||
BlackRock, Inc.(BLKcusip09290D101) | 2.7K | QoQ -4.08% (-114)YoY NEW(+2.7K) | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$10.1B) | YoY NEW(+$2.5M) |
| 12.3K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$10.1B) | |||
(cusip464285204)✕ | 42.3K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$10.1B) | ||
| 14.6K | QoQ -1.64% (-244)YoY +3.43% (-484) | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$10.1B) | ||
| 48.6K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$10.1B) | |||
| 34.4K | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$10.1B) |