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 18 of 40
CVS HEALTH Corp
CVS|126650100
Shares:
16550(+3.7%)
Value:
$1.1B(+56.5%)
WEC ENERGY GROUP, INC.
WEC|92939U106
Shares:
10268(+7.8%)
Value:
$1.1B(+24.9%)
PNC FINANCIAL SERVICES GROUP, INC.
PNC|693475105
Shares:
6343(-4.5%)
Value:
$1.1B(-12.9%)
46641Q670
46641Q670
Shares:
23545(+6.9%)
Value:
$1.1B(+9.1%)
921932703
VOOV|921932703
Shares:
5971(-3.5%)
Value:
$1.1B(-3.6%)
25434V716
25434V716
Shares:
30618(+0.0%)
Value:
$1.1B(-5.5%)
NIKE, Inc.
NKE|654106103
Shares:
17154(+1.5%)
Value:
$1.1B(-14.8%)
HENRY SCHEIN INC
HSIC|806407102
Shares:
15858(+0.5%)
Value:
$1.1B(-0.5%)
02072L565
02072L565
Shares:
9726(+88.4%)
Value:
$1.1B(+90.4%)
Zoetis Inc.
ZTS|98978V103
Shares:
6583(+5.1%)
Value:
$1.1B(+6.2%)
PRICE T ROWE GROUP INC
TROW|74144T108
Shares:
11725(-6.2%)
Value:
$1.1B(-23.8%)
Texas Pacific Land Corp
TPL|88262P102
Shares:
806(+1.5%)
Value:
$1.1B(+21.6%)
464287739
IYR|464287739
Shares:
11135(+20.8%)
Value:
$1.1B(+24.3%)
Arista Networks, Inc.
ANET|040413205
Shares:
13640(+3.1%)
Value:
$1.1B(-27.7%)
HERSHEY CO
HSY|427866108
Shares:
6166(+3.6%)
Value:
$1.1B(+4.7%)
464287861
464287861
Shares:
18024(+5.9%)
Value:
$1.0B(+18.4%)
REALTY INCOME CORP
O|756109104
Shares:
18040(+2.2%)
Value:
$1.0B(+11.0%)
AMERIPRISE FINANCIAL INC
AMP|03076C106
Shares:
2153(+3.6%)
Value:
$1.0B(-5.8%)
CITIGROUP INC
C|172967424
Shares:
14507(+69.7%)
Value:
$1.0B(+71.2%)
78464A821
78464A821
Shares:
12935(+4.1%)
Value:
$1.0B(-4.8%)