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 17 of 40
78464A474
Shares:
39444(+3.2%)
Value:
$1.2B(+4.1%)
808524409
Shares:
44601(-5.3%)
Value:
$1.2B(-3.4%)
37954Y715
Shares:
41219(+5.3%)
Value:
$1.2B(-6.2%)
81369Y407
Shares:
5937(-1.6%)
Value:
$1.2B(-13.4%)
46435U218
Shares:
12004(+0.1%)
Value:
$1.2B(-6.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Phillips 66(PSXcusip718546104) | 10.3K | All Managers (Combined) | $1.3M | ||
17.4K | QoQ +0.28% (+49)YoY NEW(+17.4K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) | |
30.6K | All Managers (Combined) | $1.3M | |||
14.8K | All Managers (Combined) | $1.2M | |||
6.9K | All Managers (Combined) | $1.2M | |||
11.2K | All Managers (Combined) | $1.2M | |||
16.7K | QoQ +4.94% (+787)YoY +1.97% (+324) | All Managers (Combined) | $1.2M | ||
8.4K | All Managers (Combined) | $1.2M | |||
10.8K | All Managers (Combined) | $1.2M | |||
(cusip78464A474)✕ | 39.4K | All Managers (Combined) | $1.2M | ||
(cusip808524409)✕ | 44.6K | All Managers (Combined) | $1.2M | ||
12.6K | All Managers (Combined) | $1.2M | |||
(cusip37954Y715)✕ | 41.2K | All Managers (Combined) | $1.2M | ||
(cusip81369Y407)✕ | 5.9K | All Managers (Combined) | $1.2M | ||
(cusip46435U218)✕ | 12.0K | QoQ +0.13% (-16)YoY NEW(+12.0K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) |
4.8K | All Managers (Combined) | $1.1M | |||
3.8K | QoQ +0.40% (+15)YoY +4.88% (+175) | All Managers (Combined) | $1.1M | ||
Target Corp(TGTcusip87612E106) | 10.8K | All Managers (Combined) | $1.1M | ||
Fedex Corp(FDXcusip31428X106) | 4.6K | All Managers (Combined) | $1.1M | ||
4.2K | QoQ +0.63% (+27)YoY +5.93% (+238) | All Managers (Combined) | $1.1M |