Wealthspire Advisors, LLC
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
- CIK
- 0001646247
- Manager Name
- Wealthspire Advisors, LLC
Data Enrichment
70% identified552 identified237 unidentified
Holdings
789 positions
Manager:
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Page 16 of 40
464287879
Shares:
14548(+0.8%)
Value:
$1.4B(-9.5%)
464287556
Shares:
11026(-6.9%)
Value:
$1.4B(-9.9%)
464286319
Shares:
51658(+0.6%)
Value:
$1.4B(+6.3%)
33939L100
Shares:
6592(+0.0%)
Value:
$1.4B(-4.7%)
808524862
Shares:
55473(-3.6%)
Value:
$1.4B(-2.5%)
37954Y632
Shares:
36528(+17.2%)
Value:
$1.3B(+10.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
42.2K | All Managers (Combined) | $1.4M | |||
18.4K | All Managers (Combined) | $1.4M | |||
(cusip464287879)✕ | 14.5K | All Managers (Combined) | $1.4M | ||
(cusip464287556)✕ | 11.0K | All Managers (Combined) | $1.4M | ||
(cusip464286319)✕ | 51.7K | All Managers (Combined) | $1.4M | ||
Snowflake Inc.(SNOWcusip833445109) | 9.6K | QoQ +0.53% (-51) | All Managers (Combined) | $1.4M | |
5.4K | QoQ +0.29% (-16)YoY +1.26% (+68) | All Managers (Combined) | $1.4M | ||
95.2K | YoY NEW(+95.2K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) | |
(cusip33939L100)✕ | 6.6K | QoQ 0.00% (-0)YoY NEW(+6.6K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |
(cusip808524862)✕ | 55.5K | All Managers (Combined) | $1.4M | ||
Exelon Corp(EXCcusip30161N101) | 29.0K | All Managers (Combined) | $1.3M | ||
Intel Corp(INTCcusip458140100) | 58.6K | All Managers (Combined) | $1.3M | ||
(cusip37954Y632)✕ | 36.5K | All Managers (Combined) | $1.3M | ||
Ford Motor Co(Fcusip345370860) | 132.4K | All Managers (Combined) | $1.3M | ||
Evergy, Inc.(EVRGcusip30034W106) | 19.2K | QoQ -2.16% (-425)YoY +0.88% (+169) | All Managers (Combined) | $1.3M | |
3.8K | YoY NEW(+3.8K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) | |
10.4K | QoQ +6.52% (-639)YoY +5.48% (+542) | All Managers (Combined) | $1.3M | ||
95.4K | All Managers (Combined) | $1.3M | |||
7.1K | QoQ -4.92% (-368)YoY -7.23% (-554) | All Managers (Combined) | $1.3M | ||
Intuit Inc.(INTUcusip461202103) | 2.1K | All Managers (Combined) | $1.3M |