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 12 of 40
464288323
464288323
Shares:
46219(+78.4%)
Value:
$2.4B(+76.5%)
RTX Corp
RTX|75513E101
Shares:
18359(+7.6%)
Value:
$2.4B(+23.1%)
COMCAST CORP
CMCSA|20030N101
Shares:
64899(+0.3%)
Value:
$2.4B(-1.4%)
808524839
808524839
Shares:
103235(-1.9%)
Value:
$2.4B(+0.1%)
464288885
EFG|464288885
Shares:
23874(+42.1%)
Value:
$2.4B(+46.8%)
808524300
SCHG|808524300
Shares:
93816(+1.0%)
Value:
$2.3B(-9.2%)
Palo Alto Networks Inc
PANW|697435105
Shares:
13680(-0.5%)
Value:
$2.3B(-6.6%)
78463X459
78463X459
Shares:
35593(+0.6%)
Value:
$2.3B(+5.5%)
NORTHROP GRUMMAN CORP /DE/
NOC|666807102
Shares:
4415(+1.8%)
Value:
$2.3B(+11.1%)
FAIR ISAAC CORP
FICO|303250104
Shares:
1225(-5.1%)
Value:
$2.3B(-12.1%)
46434V456
46434V456
Shares:
56869(-7.1%)
Value:
$2.3B(-0.7%)
46641Q761
46641Q761
Shares:
39849(-5.0%)
Value:
$2.3B(-6.3%)
464287473
IWS|464287473
Shares:
17736(+10.8%)
Value:
$2.2B(+7.9%)
Salesforce, Inc.
CRM|79466L302
Shares:
8324(+5.4%)
Value:
$2.2B(-15.4%)
Capital Bancorp Inc
CBNK|139737100
Shares:
78281(+0.1%)
Value:
$2.2B(-0.5%)
25434V690
25434V690
Shares:
62926(-0.4%)
Value:
$2.2B(+5.8%)
Uber Technologies, Inc
UBER|90353T100
Shares:
29946(+15.0%)
Value:
$2.2B(+39.0%)
ONEOK INC /NEW/
OKE|682680103
Shares:
21752(-58.2%)
Value:
$2.2B(-58.7%)
FASTENAL CO
FAST|311900104
Shares:
27575(-7.1%)
Value:
$2.1B(+0.2%)
464287234
EEM|464287234
Shares:
48867(-37.6%)
Value:
$2.1B(-34.8%)