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 14 of 40
BRISTOL MYERS SQUIBB CO
BMY|110122108
Shares:
29572(+3.1%)
Value:
$1.8B(+11.2%)
ServiceNow, Inc.
NOW|81762P102
Shares:
2260(+0.1%)
Value:
$1.8B(-24.8%)
METTLER TOLEDO INTERNATIONAL INC/
MTD|592688105
Shares:
1518(+0.0%)
Value:
$1.8B(-3.5%)
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
5055(+3.6%)
Value:
$1.8B(+6.4%)
92189F106
GDX|92189F106
Shares:
38218(+30.4%)
Value:
$1.8B(+76.8%)
92189F387
92189F387
Shares:
77746(-8.2%)
Value:
$1.7B(-8.1%)
464287101
464287101
Shares:
6428(+0.0%)
Value:
$1.7B(-6.2%)
BECTON DICKINSON & CO
BDX|075887109
Shares:
7527(-3.3%)
Value:
$1.7B(-2.4%)
CATERPILLAR INC
CAT|149123101
Shares:
5200(-4.4%)
Value:
$1.7B(-13.1%)
IDEXX LABORATORIES INC /DE
IDXX|45168D104
Shares:
4058(+2.0%)
Value:
$1.7B(+3.6%)
PROGRESSIVE CORP/OH/
PGR|743315103
Shares:
6019(-8.6%)
Value:
$1.7B(+8.0%)
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
3781(+27.7%)
Value:
$1.7B(+17.4%)
AMERICAN ELECTRIC POWER CO INC
AEP|025537101
Shares:
15411(+0.3%)
Value:
$1.7B(+18.8%)
HONEYWELL INTERNATIONAL INC
HON|438516106
Shares:
7884(+5.5%)
Value:
$1.7B(-1.1%)
579780107
579780107
Shares:
20331(+224.2%)
Value:
$1.7B(+250.9%)
464288356
464288356
Shares:
29619(+25.7%)
Value:
$1.7B(+23.5%)
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
13661(-8.9%)
Value:
$1.7B(-8.1%)
464288877
464288877
Shares:
28218(+3.9%)
Value:
$1.7B(+16.7%)
US BANCORP \DE\
USB|902973304
Shares:
38958(-9.4%)
Value:
$1.6B(-20.0%)
46432F859
46432F859
Shares:
33941(-8.5%)
Value:
$1.6B(-7.4%)