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
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Page 13 of 40
STRYKER CORP
SYK|863667101
Shares:
5626(-8.4%)
Value:
$2.1B(-5.3%)
46436E841
46436E841
Shares:
92956(+59.7%)
Value:
$2.1B(+61.4%)
SOUTHERN CO
SO|842587107
Shares:
22653(+12.0%)
Value:
$2.1B(+25.1%)
46434V621
DGRO|46434V621
Shares:
33246(+1.5%)
Value:
$2.1B(+2.2%)
47103U209
47103U209
Shares:
29144(-2.0%)
Value:
$2.0B(-8.7%)
922042874
VGK|922042874
Shares:
28815(+52.5%)
Value:
$2.0B(+68.7%)
464287606
IJK|464287606
Shares:
24257(+4.8%)
Value:
$2.0B(-4.0%)
Eaton Corp plc
ETN|G29183103
Shares:
7358(-15.7%)
Value:
$2.0B(-30.9%)
46138E743
PXF|46138E743
Shares:
38439(-0.3%)
Value:
$2.0B(+8.3%)
921910816
MGK|921910816
Shares:
6412(+12.6%)
Value:
$2.0B(+1.3%)
97717W505
97717W505
Shares:
39736(+0.0%)
Value:
$2.0B(-2.8%)
REAVES UTILITY INCOME FUND
UTG|756158101
Shares:
59538
Value:
$1.9B
PAYCHEX INC
PAYX|704326107
Shares:
12555(-4.2%)
Value:
$1.9B(+5.5%)
46138G656
46138G656
Shares:
38796(+1.0%)
Value:
$1.9B(+2.2%)
Global Business Travel Group, Inc.
GBTG|37890B100
Shares:
258588
Value:
$1.9B
LOWES COMPANIES INC
LOW|548661107
Shares:
8040(+0.7%)
Value:
$1.9B(-4.8%)
Airbnb, Inc.
ABNB|009066101
Shares:
15642(-3.8%)
Value:
$1.9B(-12.5%)
MAXIMUS, INC.
MMS|577933104
Shares:
27033(+1.3%)
Value:
$1.8B(-7.5%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
11870(-3.6%)
Value:
$1.8B(-3.6%)
WILLIAMS COMPANIES, INC.
WMB|969457100
Shares:
30294(-8.0%)
Value:
$1.8B(+1.5%)