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, 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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 18 of 40
Shares:6.3K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$10.1B)
46641Q670
Shares:23.5K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$10.1B)
25434V716
Shares:30.6K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$10.1B)
02072L565
Shares:9.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$10.1B)
464287861
Shares:18.0K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$10.1B)
78464A821
Shares:12.9K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$10.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
CVS HEALTH Corp(CVScusip126650100) | 16.6K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | ||
| 10.3K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | |||
| 6.3K | QoQ -4.45% (-296)YoY +9.39% (+545) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | ||
(cusip46641Q670)✕ | 23.5K | YoY NEW(+23.5K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | YoY NEW(+$1.1M) |
| 6.0K | QoQ -3.45% (-214)YoY +7.52% (+418) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | ||
(cusip25434V716)✕ | 30.6K | QoQ 0.00% (-0)YoY NEW(+30.6K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | YoY NEW(+$1.1M) |
NIKE, Inc.(NKEcusip654106103) | 17.2K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | ||
| 15.9K | QoQ +0.54% (-86)YoY +6.45% (-962) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | ||
(cusip02072L565)✕ | 9.7K | YoY NEW(+9.7K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | YoY NEW(+$1.1M) |
Zoetis Inc.(ZTScusip98978V103) | 6.6K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | ||
| 11.7K | QoQ -6.23% (-780)YoY -2.93% (-355) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | ||
| 806 | QoQ +1.51% (+12) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | ||
| 11.1K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | |||
| 13.6K | QoQ +3.14% (-416)YoY NEW(+13.6K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | YoY NEW(+$1.1M) | |
HERSHEY CO(HSYcusip427866108) | 6.2K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$10.1B) | ||
(cusip464287861)✕ | 18.0K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$10.1B) | ||
REALTY INCOME CORP(Ocusip756109104) | 18.0K | QoQ +2.22% (+393)YoY NEW(+18.0K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$10.1B) | YoY NEW(+$1.0M) |
| 2.2K | QoQ +3.60% (-75) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$10.1B) | ||
CITIGROUP INC(Ccusip172967424) | 14.5K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$10.1B) | ||
(cusip78464A821)✕ | 12.9K | QoQ +4.13% (-514)YoY NEW(+12.9K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$10.1B) | YoY NEW(+$1.0M) |