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 14 of 40
Shares:1.5K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$10.1B)
92189F387
Shares:77.7K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$10.1B)
464287101
Shares:6.4K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$10.1B)
Shares:15.4K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$10.1B)
579780107
Shares:20.3K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$10.1B)
464288356
Shares:29.6K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$10.1B)
464288877
Shares:28.2K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$10.1B)
46432F859
Shares:33.9K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$10.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 29.6K | QoQ +3.11% (+893)YoY +3.08% (+885) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$10.1B) | ||
ServiceNow, Inc.(NOWcusip81762P102) | 2.3K | QoQ +0.08% (-2) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$10.1B) | |
| 1.5K | QoQ 0.00% (-0) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$10.1B) | ||
| 5.1K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$10.1B) | |||
| 38.2K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$10.1B) | |||
(cusip92189F387)✕ | 77.7K | YoY NEW(+77.7K) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$10.1B) | YoY NEW(+$1.7M) |
(cusip464287101)✕ | 6.4K | QoQ 0.00% (-0)YoY NEW(+6.4K) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$10.1B) | YoY NEW(+$1.7M) |
| 7.5K | QoQ -3.28% (-256)YoY -7.10% (-576) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$10.1B) | ||
CATERPILLAR INC(CATcusip149123101) | 5.2K | QoQ -4.44% (-242)YoY +6.47% (-316) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$10.1B) | |
| 4.1K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$10.1B) | |||
| 6.0K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$10.1B) | |||
| 3.8K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$10.1B) | |||
| 15.4K | QoQ +0.30% (+47)YoY -2.73% (-433) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$10.1B) | ||
| 7.9K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$10.1B) | |||
(cusip579780107)✕ | 20.3K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$10.1B) | ||
(cusip464288356)✕ | 29.6K | YoY NEW(+29.6K) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$10.1B) | YoY NEW(+$1.7M) |
| 13.7K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$10.1B) | |||
(cusip464288877)✕ | 28.2K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$10.1B) | ||
US BANCORP \DE\(USBcusip902973304) | 39.0K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$10.1B) | ||
(cusip46432F859)✕ | 33.9K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$10.1B) |