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 18 of 40
46641Q670
Shares:
23545(+6.9%)
Value:
$1.1B(+9.1%)
25434V716
Shares:
30618(+0.0%)
Value:
$1.1B(-5.5%)
02072L565
Shares:
9726(+88.4%)
Value:
$1.1B(+90.4%)
464287861
Shares:
18024(+5.9%)
Value:
$1.0B(+18.4%)
78464A821
Shares:
12935(+4.1%)
Value:
$1.0B(-4.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Cvs Health Corp(CVScusip126650100) | 16.6K | All Managers (Combined) | $1.1M | ||
10.3K | All Managers (Combined) | $1.1M | |||
6.3K | QoQ -4.45% (-296)YoY +9.39% (+545) | All Managers (Combined) | $1.1M | ||
(cusip46641Q670)✕ | 23.5K | YoY NEW(+23.5K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
6.0K | QoQ -3.45% (-214)YoY +7.52% (+418) | All Managers (Combined) | $1.1M | ||
(cusip25434V716)✕ | 30.6K | QoQ 0.00% (-0)YoY NEW(+30.6K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
Nike, Inc.(NKEcusip654106103) | 17.2K | All Managers (Combined) | $1.1M | ||
15.9K | QoQ +0.54% (-86)YoY +6.45% (-962) | All Managers (Combined) | $1.1M | ||
(cusip02072L565)✕ | 9.7K | YoY NEW(+9.7K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
Zoetis Inc.(ZTScusip98978V103) | 6.6K | All Managers (Combined) | $1.1M | ||
11.7K | QoQ -6.23% (-780)YoY -2.93% (-355) | All Managers (Combined) | $1.1M | ||
806 | QoQ +1.51% (+12) | All Managers (Combined) | $1.1M | ||
11.1K | All Managers (Combined) | $1.1M | |||
13.6K | QoQ +3.14% (-416)YoY NEW(+13.6K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) | |
Hershey Co(HSYcusip427866108) | 6.2K | All Managers (Combined) | $1.1M | ||
(cusip464287861)✕ | 18.0K | All Managers (Combined) | $1.0M | ||
Realty Income Corp(Ocusip756109104) | 18.0K | QoQ +2.22% (+393)YoY NEW(+18.0K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) |
2.2K | QoQ +3.60% (-75) | All Managers (Combined) | $1.0M | ||
Citigroup Inc(Ccusip172967424) | 14.5K | All Managers (Combined) | $1.0M | ||
(cusip78464A821)✕ | 12.9K | QoQ +4.13% (-514)YoY NEW(+12.9K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) |