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 15 of 40
808524789
808524789
Shares:
70740(+0.0%)
Value:
$1.6B(-1.1%)
3M CO
MMM|88579Y101
Shares:
11059(+0.3%)
Value:
$1.6B(+14.2%)
GE Vernova Inc.
GEV|36828A101
Shares:
5311(+6.5%)
Value:
$1.6B(-1.2%)
VSE CORP
VSEC|918284100
Shares:
13490(+0.0%)
Value:
$1.6B(+26.2%)
78464A839
78464A839
Shares:
20543(+29.9%)
Value:
$1.6B(+24.8%)
WASTE MANAGEMENT INC
WM|94106L109
Shares:
6836(+3.4%)
Value:
$1.6B(+18.6%)
92206C714
92206C714
Shares:
18964(+0.0%)
Value:
$1.6B(+1.6%)
VALERO ENERGY CORP/TX
VLO|91913Y100
Shares:
11838(+21.4%)
Value:
$1.6B(+30.8%)
464287457
464287457
Shares:
18820(+60.6%)
Value:
$1.6B(+62.1%)
53656F623
53656F623
Shares:
37974(+5.8%)
Value:
$1.5B(+12.9%)
LINDE PLC
LIN|G54950103
Shares:
3304(+3.0%)
Value:
$1.5B(+14.5%)
DOVER Corp
DOV|260003108
Shares:
8700(+1.4%)
Value:
$1.5B(-5.0%)
25434V872
25434V872
Shares:
36021(+0.0%)
Value:
$1.5B(+1.9%)
92206C680
VONG|92206C680
Shares:
16298(+8.9%)
Value:
$1.5B(-2.1%)
464287523
464287523
Shares:
7971(-20.2%)
Value:
$1.5B(-30.3%)
ADOBE INC.
ADBE|00724F101
Shares:
3879(+1.9%)
Value:
$1.5B(-12.1%)
ECOLAB INC.
ECL|278865100
Shares:
5847(-7.0%)
Value:
$1.5B(+0.6%)
EMERSON ELECTRIC CO
EMR|291011104
Shares:
13423(-3.4%)
Value:
$1.5B(-14.5%)
92203J407
BNDX|92203J407
Shares:
29903(-11.2%)
Value:
$1.5B(-11.7%)
ATMOS ENERGY CORP
ATO|049560105
Shares:
9413(+0.1%)
Value:
$1.5B(+11.2%)