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 15 of 40
808524789
Shares:70.7K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$10.1B)
78464A839
Shares:20.5K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$10.1B)
92206C714
Shares:19.0K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$10.1B)
464287457
Shares:18.8K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$10.1B)
53656F623
Shares:38.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$10.1B)
25434V872
Shares:36.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$10.1B)
464287523
Shares:8.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$10.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip808524789)✕ | 70.7K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$10.1B) | ||
| 11.1K | QoQ +0.35% (+39)YoY -0.26% (-29) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$10.1B) | ||
GE Vernova Inc.(GEVcusip36828A101) | 5.3K | QoQ +6.45% (-322)YoY NEW(+5.3K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$10.1B) | YoY NEW(+$1.6M) |
| 13.5K | QoQ 0.00% (+0) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$10.1B) | ||
(cusip78464A839)✕ | 20.5K | YoY NEW(+20.5K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$10.1B) | YoY NEW(+$1.6M) |
| 6.8K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$10.1B) | |||
(cusip92206C714)✕ | 19.0K | QoQ 0.00% (+0) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$10.1B) | |
| 11.8K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$10.1B) | |||
(cusip464287457)✕ | 18.8K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$10.1B) | ||
(cusip53656F623)✕ | 38.0K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$10.1B) | ||
| 3.3K | QoQ +2.96% (+95)YoY +9.91% (+298) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$10.1B) | ||
DOVER Corp(DOVcusip260003108) | 8.7K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$10.1B) | ||
(cusip25434V872)✕ | 36.0K | QoQ 0.00% (+0)YoY NEW(+36.0K) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$10.1B) | YoY NEW(+$1.5M) |
| 16.3K | YoY NEW(+16.3K) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$10.1B) | YoY NEW(+$1.5M) | |
(cusip464287523)✕ | 8.0K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$10.1B) | ||
ADOBE INC.(ADBEcusip00724F101) | 3.9K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$10.1B) | ||
ECOLAB INC.(ECLcusip278865100) | 5.8K | QoQ -7.05% (-444)YoY -9.40% (-607) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$10.1B) | |
| 13.4K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$10.1B) | |||
| 29.9K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$10.1B) | |||
| 9.4K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$10.1B) |