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 12 of 40
464288323
Shares:46.2K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$10.1B)
808524839
Shares:103.2K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$10.1B)
78463X459
Shares:35.6K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$10.1B)
46434V456
Shares:56.9K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$10.1B)
46641Q761
Shares:39.8K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$10.1B)
25434V690
Shares:62.9K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$10.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip464288323)✕ | 46.2K | YoY NEW(+46.2K) | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$10.1B) | YoY NEW(+$2.4M) |
| 18.4K | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$10.1B) | |||
COMCAST CORP(CMCSAcusip20030N101) | 64.9K | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$10.1B) | ||
(cusip808524839)✕ | 103.2K | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$10.1B) | ||
| 23.9K | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$10.1B) | |||
| 93.8K | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$10.1B) | |||
| 13.7K | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$10.1B) | |||
(cusip78463X459)✕ | 35.6K | QoQ +0.58% (+208)YoY +1.69% (+593) | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$10.1B) | |
| 4.4K | QoQ +1.79% (+78) | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$10.1B) | ||
FAIR ISAAC CORP(FICOcusip303250104) | 1.2K | QoQ -5.11% (-66) | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$10.1B) | |
(cusip46434V456)✕ | 56.9K | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$10.1B) | ||
(cusip46641Q761)✕ | 39.8K | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$10.1B) | ||
| 17.7K | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$10.1B) | |||
Salesforce, Inc.(CRMcusip79466L302) | 8.3K | QoQ +5.39% (-426)YoY +9.91% (-751) | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$10.1B) | |
| 78.3K | QoQ +0.13% (-109)YoY NEW(+78.3K) | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$10.1B) | YoY NEW(+$2.2M) | |
(cusip25434V690)✕ | 62.9K | QoQ -0.42% (-270)YoY NEW(+62.9K) | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$10.1B) | YoY NEW(+$2.2M) |
| 29.9K | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$10.1B) | |||
ONEOK INC /NEW/(OKEcusip682680103) | 21.8K | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$10.1B) | ||
FASTENAL CO(FASTcusip311900104) | 27.6K | All Managers (Combined) | $2.1M | 0.0% ($2.1M/$10.1B) | ||
| 48.9K | All Managers (Combined) | $2.1M | 0.0% ($2.1M/$10.1B) |