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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"CMC", "COP", "CEG", "CPRT", "CORT", "ED", "COST", "GLW", "CTVA", "CRWD", "CVS", "CSX", "CYBR", "DHR", "DE", "FANG", null, null, null, null, "DFAX", "DFAC", "DDS", "DFS", "DLR", "DOCU", "DCI", "RSP", "EWJ", null, "IJT", null, "IJJ", "EFA", "ADI", "VMC", "VOD", "USMV", "IWB", "NEE", "NKE", "MAR", "QQQ", "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "MEC", "NFLX", "PM", "PH", null, "AWK", null, null, "APO", "MO", "MLM", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL", "ZTS" ]
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 16 of 40
Shares:42.2K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.1B)
464287879
Shares:14.5K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.1B)
464287556
Shares:11.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.1B)
464286319
Shares:51.7K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.1B)
Shares:95.2K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.1B)
33939L100
Shares:6.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.1B)
808524862
Shares:55.5K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.1B)
37954Y632
Shares:36.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$10.1B)
Shares:95.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$10.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 42.2K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$10.1B) | |||
| 18.4K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$10.1B) | |||
(cusip464287879)✕ | 14.5K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$10.1B) | ||
(cusip464287556)✕ | 11.0K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$10.1B) | ||
(cusip464286319)✕ | 51.7K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$10.1B) | ||
Snowflake Inc.(SNOWcusip833445109) | 9.6K | QoQ +0.53% (-51) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$10.1B) | |
| 5.4K | QoQ +0.29% (-16)YoY +1.26% (+68) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$10.1B) | ||
| 95.2K | YoY NEW(+95.2K) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$10.1B) | YoY NEW(+$1.4M) | |
(cusip33939L100)✕ | 6.6K | QoQ 0.00% (-0)YoY NEW(+6.6K) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$10.1B) | YoY NEW(+$1.4M) |
(cusip808524862)✕ | 55.5K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$10.1B) | ||
EXELON CORP(EXCcusip30161N101) | 29.0K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$10.1B) | ||
INTEL CORP(INTCcusip458140100) | 58.6K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$10.1B) | ||
(cusip37954Y632)✕ | 36.5K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$10.1B) | ||
FORD MOTOR CO(Fcusip345370860) | 132.4K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$10.1B) | ||
Evergy, Inc.(EVRGcusip30034W106) | 19.2K | QoQ -2.16% (-425)YoY +0.88% (+169) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$10.1B) | |
| 3.8K | YoY NEW(+3.8K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$10.1B) | YoY NEW(+$1.3M) | |
| 10.4K | QoQ +6.52% (-639)YoY +5.48% (+542) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$10.1B) | ||
| 95.4K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$10.1B) | |||
| 7.1K | QoQ -4.92% (-368)YoY -7.23% (-554) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$10.1B) | ||
INTUIT INC.(INTUcusip461202103) | 2.1K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$10.1B) |