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, "UNP", "FEMY", "EXFY", "QCOM", "GALT", null, "FLL", "OSCR", null, null, null, "LAMR", null, "ISRG", null, null, "HUBS", "HWM", "ITW", "IDA", "INGR", "AMAT", "EMR", "BKNG", "ICE", "MUB", "META", null, "LNKB", null, "VKQ", "IIM", "IVW", null, null, "IJH", null, null, "RMTI", "SSP", null, null, null, null, null, null, null, null, "STEM", null, null, "ENX", "CEV", null, null, null, null, null, "NDMO", "KMI", null, null, null, null, "LHX", "LRCX", "ICF", "IWS", null, "LIN", null, null, "L", null, null, null, "DHF", "BFIN", "EVM", null, null, "EGHT", "MAV", "MPC", "MMC", "TLRY", "PWR", "MA", "MDT", null, "MSFT", "MDLZ", "MS", "DX", "TMUS", "EXC", "EVRG", "FICO", null, "FIS", "GE", "GPC", null, "ICUI", "HIG", "HES", "HRL", "NVS", "OXY", null, null, "ORLY", null, "ADM", null, "DLN", "BX", "HSY", "AMP", "FAST", "ANSS", "IJR", "EFG", "ANET", "KKR", "KLAC", "IWD", "KR", "ORCL", "NOC", "OKE", null, null, "PAYX", null, "VHT", null, null, null, null, null, null, "EEM", "IWF", null, null, null, "PANW", "PYPL", "PEP", "PNC", null, "PGR", "IEMG", "IJK", null, null, "GBDC", "IVV", null, null, "IYR", "DOW", "UNH", "AAPL", "SPY", "EFAV", "BXSL", null, "ECL", "NVDA", "GS", null, "ENB", "INTC", "GEHC", "PLTR", "PRU", "PFE", null, "LMT", "PG", null, "MRK", "VZ", null, null, null, "LPLA", "MKC", "AMGN", null, "MSTR", null, "DGX", "REGN", null, "FNDX", null, "ROK", "IEFA", "SPGI", null, null, "SCHX", null, null, null, "NOW", "SHW", "SHOP", "RS", "ROP", "SRE", "O", "SHEL", "RTX", "SPDW", "GLD", "STX", "SAP", null, null, null, "SPYG", null, "BP", null, "AMT", null, null, "RSG", "SPLG", null, null, "IBM", "SYK", "SBUX", "SNPS", "CI", "TXN", "TD", "TGT", "TMO", "TJX", null, "TDG", "TFC", "TRV", "UBER", "UL", "UPS", "BIV", "VNQ", "VO", "MET", "VSEC", "DTM", "VXF", "VV", "RCL", "EIG", "VOE", "OGE", "SCHW", "MNST", "BMRC", "IVOO", "PAG", null, "ACWV", "PNW", "VWO", null, null, null, null, null, "IWV", null, "LPX", null, "PRF", null, null, null, "VIG", null, null, "ATRO", "IWO", "SU", "WY", "MTD", "GMED", "IWN", null, "GBTG", null, null, null, "TSM", "IT", null, null, null, null, null, "ETR", "BN.TO", null, "VYM", null, "DD", "VRTX", "EW", "TT", null, "MMS", "SAIC", "LECO", "NFG", "MUSA", "UGI", "VOYA", "ATO", "ADSK", "AON", "ACGL", null, "AVY", "USFD", "AFL", "UBSI", "AXON", "APH", "AMD", "EL", "SDY", "FI", "DOV", "IP", "F", "WEC", "DEO", "AJG", "WM", "FTNT", "IWP", "IWR", "HSIC", "IR", "OPCH", "DHY", "GSLC", "CAH", "AEP", "EPAC", "ECOR", "GAME", "EVLV", "ES", null, null, "IPG", null, null, null, "IDXX", null, "PEG", "NVO", "DHI", null, "AMZN", "MSI", "NEA", "SCHB", "TTWO", "IVE", null, "SIRI", null, "LUV", null, null, null, null, "ESGD", null, "DKS", null, "FNB", "TPL", null, null, null, "BBCA", "OGS", "SG", null, null, null, null, "VEU", "VPL", "VGT", null, "USB", "ESGV", "VUG", "VLO", "VEA", "VGK", null, null, "MGK", null, "VONE", "VOOV", null, "VXUS", "VOOG", null, "VTWO", "VBK", "BNDX", "MGV", "VTEB", "BND", "VBR", null, "VOT", "BSV", "VT", "VB", "VOO", null, "VTV", "V", "VIST", "PET", "WBD", "WMT", "WFC", "WELL", "WMB", null, null, null, null, "WRAP", "WPC", "XEL", "WDAY", "YUM", "Z", "IUSG", "ZIMV", null, "SOLV", "ADC", null, null, "LNT", null, "BBEU", "DTE", null, "CART", "MTB", "AEM", "SCHD", "ET", "DVY", "SCHG", null, null, "SCHF", "SCHA", "MSCI", "KVYO", "NSC", null, "LBRDK", "JCI", "NXPI", "LH", "MFC", "MKL", null, "SO", "SON", "SJM", null, "OTIS", "SW", "PSX", "ROL", "CRM", null, null, "RDDT", "SYY", "DIA", "TFX", "SPOT", null, null, null, null, null, "IXUS", "MTUM", "LYB", null, null, "IUSV", null, "GEV", "MELI", "ZBH", "DGRO", "MCK", null, null, "SPYV", "GWW", null, "ESGU", null, "PSA", null, "FDX", "AME", null, "STE", "KMB", "ADP", "AZO", "BAC", "BBD", "BMO", "BK", "BRK-A", "BRK-B", "BDX", "BA", null, "BMY", "BR", "CACI", "BHRB", "BYRN", "CALM", "CZR", "CCJ", "CDNS", "CARR", "CBNK", "CBRE", "CDW", "CAVA", "CPRX", "CX", "CNP", "CPK", "CVX", "LNG", "CB", "CMG", "CHH", "CHD", "CTAS", "CSCO", "CFG", "C", "CWEN", "CME", "KO", "CMCSA", "CL", "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 17 of 40
78464A474
Shares:39.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$10.1B)
808524409
Shares:44.6K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$10.1B)
37954Y715
Shares:41.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$10.1B)
81369Y407
Shares:5.9K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$10.1B)
46435U218
Shares:12.0K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$10.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Phillips 66(PSXcusip718546104) | 10.3K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$10.1B) | ||
| 17.4K | QoQ +0.28% (+49)YoY NEW(+17.4K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$10.1B) | YoY NEW(+$1.3M) | |
| 30.6K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$10.1B) | |||
| 14.8K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$10.1B) | |||
| 6.9K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$10.1B) | |||
| 11.2K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$10.1B) | |||
| 16.7K | QoQ +4.94% (+787)YoY +1.97% (+324) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$10.1B) | ||
| 8.4K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$10.1B) | |||
| 10.8K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$10.1B) | |||
(cusip78464A474)✕ | 39.4K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$10.1B) | ||
(cusip808524409)✕ | 44.6K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$10.1B) | ||
| 12.6K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$10.1B) | |||
(cusip37954Y715)✕ | 41.2K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$10.1B) | ||
(cusip81369Y407)✕ | 5.9K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$10.1B) | ||
(cusip46435U218)✕ | 12.0K | QoQ +0.13% (-16)YoY NEW(+12.0K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$10.1B) | YoY NEW(+$1.2M) |
| 4.8K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | |||
| 3.8K | QoQ +0.40% (+15)YoY +4.88% (+175) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | ||
TARGET CORP(TGTcusip87612E106) | 10.8K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | ||
FEDEX CORP(FDXcusip31428X106) | 4.6K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | ||
| 4.2K | QoQ +0.63% (+27)YoY +5.93% (+238) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) |