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 17 of 40
Phillips 66
PSX|718546104
Shares:
10263(-1.7%)
Value:
$1.3B(+6.5%)
LAM RESEARCH CORP
LRCX|512807306
Shares:
17394(+0.3%)
Value:
$1.3B(+0.9%)
TRUIST FINANCIAL CORP
TFC|89832Q109
Shares:
30633(-8.8%)
Value:
$1.3B(-13.5%)
Bank of New York Mellon Corp
BK|064058100
Shares:
14850(+0.7%)
Value:
$1.2B(+10.0%)
CAPITAL ONE FINANCIAL CORP
COF|14040H105
Shares:
6933(-0.9%)
Value:
$1.2B(-0.4%)
CONSOLIDATED EDISON INC
ED|209115104
Shares:
11188(-2.9%)
Value:
$1.2B(+20.3%)
Shell plc
SHEL|780259305
Shares:
16718(+4.9%)
Value:
$1.2B(+22.7%)
APPLIED MATERIALS INC /DE
AMAT|038222105
Shares:
8412(-14.2%)
Value:
$1.2B(-23.4%)
AFLAC INC
AFL|001055102
Shares:
10848(+1.1%)
Value:
$1.2B(+8.7%)
78464A474
78464A474
Shares:
39444(+3.2%)
Value:
$1.2B(+4.1%)
808524409
808524409
Shares:
44601(-5.3%)
Value:
$1.2B(-3.4%)
COLGATE PALMOLIVE CO
CL|194162103
Shares:
12619(-2.2%)
Value:
$1.2B(+0.8%)
37954Y715
37954Y715
Shares:
41219(+5.3%)
Value:
$1.2B(-6.2%)
81369Y407
81369Y407
Shares:
5937(-1.6%)
Value:
$1.2B(-13.4%)
46435U218
46435U218
Shares:
12004(+0.1%)
Value:
$1.2B(-6.9%)
NORFOLK SOUTHERN CORP
NSC|655844108
Shares:
4808(-7.5%)
Value:
$1.1B(-6.6%)
Chubb Ltd
CB|H1467J104
Shares:
3756(+0.4%)
Value:
$1.1B(+9.7%)
TARGET CORP
TGT|87612E106
Shares:
10825(-9.8%)
Value:
$1.1B(-30.3%)
FEDEX CORP
FDX|31428X106
Shares:
4621(-12.4%)
Value:
$1.1B(-24.1%)
92204A504
VHT|92204A504
Shares:
4246(+0.6%)
Value:
$1.1B(+5.0%)