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 16 of 40
ENTERPRISE PRODUCTS PARTNERS L.P.
EPD|293792107
Shares:
42191(+19.4%)
Value:
$1.4B(+30.0%)
46429B689
EFAV|46429B689
Shares:
18445(-54.8%)
Value:
$1.4B(-50.2%)
464287879
464287879
Shares:
14548(+0.8%)
Value:
$1.4B(-9.5%)
464287556
464287556
Shares:
11026(-6.9%)
Value:
$1.4B(-9.9%)
464286319
464286319
Shares:
51658(+0.6%)
Value:
$1.4B(+6.3%)
Snowflake Inc.
SNOW|833445109
Shares:
9613(+0.5%)
Value:
$1.4B(-4.8%)
92206C730
VONE|92206C730
Shares:
5430(+0.3%)
Value:
$1.4B(-4.5%)
PIMCO CORPORATE & INCOME OPPORTUNITY FUND
PTY|72201B101
Shares:
95223(+277.3%)
Value:
$1.4B(+279.7%)
33939L100
33939L100
Shares:
6592(+0.0%)
Value:
$1.4B(-4.7%)
808524862
808524862
Shares:
55473(-3.6%)
Value:
$1.4B(-2.5%)
EXELON CORP
EXC|30161N101
Shares:
29005(-0.3%)
Value:
$1.3B(+22.0%)
INTEL CORP
INTC|458140100
Shares:
58641(+1.1%)
Value:
$1.3B(+14.5%)
37954Y632
37954Y632
Shares:
36528(+17.2%)
Value:
$1.3B(+10.3%)
FORD MOTOR CO
F|345370860
Shares:
132391(+3.3%)
Value:
$1.3B(+4.6%)
Evergy, Inc.
EVRG|30034W106
Shares:
19178(-2.2%)
Value:
$1.3B(+9.6%)
Arthur J. Gallagher & Co.
AJG|363576109
Shares:
3787(-10.0%)
Value:
$1.3B(+9.4%)
464287887
IJT|464287887
Shares:
10427(+6.5%)
Value:
$1.3B(-2.0%)
Mayville Engineering Company, Inc.
MEC|578605107
Shares:
95415(+0.0%)
Value:
$1.3B(-14.6%)
TEXAS INSTRUMENTS INC
TXN|882508104
Shares:
7106(-4.9%)
Value:
$1.3B(-8.9%)
INTUIT INC.
INTU|461202103
Shares:
2065(-9.3%)
Value:
$1.3B(-11.4%)