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,
  "UNP",
  "FEMY",
  "EXFY",
  "QCOM",
  "GALT",
  null,
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  null,
  null,
  null,
  "LAMR",
  null,
  "ISRG",
  null,
  null,
  "HUBS",
  "HWM",
  "ITW",
  "IDA",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "LNKB",
  null,
  "VKQ",
  "IIM",
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  "RMTI",
  "SSP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "STEM",
  null,
  null,
  "ENX",
  "CEV",
  null,
  null,
  null,
  null,
  null,
  "NDMO",
  "KMI",
  null,
  null,
  null,
  null,
  "LHX",
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  null,
  "LIN",
  null,
  null,
  "L",
  null,
  null,
  null,
  "DHF",
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  "EVM",
  null,
  null,
  "EGHT",
  "MAV",
  "MPC",
  "MMC",
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  "PWR",
  "MA",
  "MDT",
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "DX",
  "TMUS",
  "EXC",
  "EVRG",
  "FICO",
  null,
  "FIS",
  "GE",
  "GPC",
  null,
  "ICUI",
  "HIG",
  "HES",
  "HRL",
  "NVS",
  "OXY",
  null,
  null,
  "ORLY",
  null,
  "ADM",
  null,
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  null,
  "ECL",
  "NVDA",
  "GS",
  null,
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  null,
  null,
  "LPLA",
  "MKC",
  "AMGN",
  null,
  "MSTR",
  null,
  "DGX",
  "REGN",
  null,
  "FNDX",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "RS",
  "ROP",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  null,
  "TDG",
  "TFC",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "VSEC",
  "DTM",
  "VXF",
  "VV",
  "RCL",
  "EIG",
  "VOE",
  "OGE",
  "SCHW",
  "MNST",
  "BMRC",
  "IVOO",
  "PAG",
  null,
  "ACWV",
  "PNW",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  "IWV",
  null,
  "LPX",
  null,
  "PRF",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "ATRO",
  "IWO",
  "SU",
  "WY",
  "MTD",
  "GMED",
  "IWN",
  null,
  "GBTG",
  null,
  null,
  null,
  "TSM",
  "IT",
  null,
  null,
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  null,
  "VYM",
  null,
  "DD",
  "VRTX",
  "EW",
  "TT",
  null,
  "MMS",
  "SAIC",
  "LECO",
  "NFG",
  "MUSA",
  "UGI",
  "VOYA",
  "ATO",
  "ADSK",
  "AON",
  "ACGL",
  null,
  "AVY",
  "USFD",
  "AFL",
  "UBSI",
  "AXON",
  "APH",
  "AMD",
  "EL",
  "SDY",
  "FI",
  "DOV",
  "IP",
  "F",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "HSIC",
  "IR",
  "OPCH",
  "DHY",
  "GSLC",
  "CAH",
  "AEP",
  "EPAC",
  "ECOR",
  "GAME",
  "EVLV",
  "ES",
  null,
  null,
  "IPG",
  null,
  null,
  null,
  "IDXX",
  null,
  "PEG",
  "NVO",
  "DHI",
  null,
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  "TTWO",
  "IVE",
  null,
  "SIRI",
  null,
  "LUV",
  null,
  null,
  null,
  null,
  "ESGD",
  null,
  "DKS",
  null,
  "FNB",
  "TPL",
  null,
  null,
  null,
  "BBCA",
  "OGS",
  "SG",
  null,
  null,
  null,
  null,
  "VEU",
  "VPL",
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  null,
  null,
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  null,
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "VIST",
  "PET",
  "WBD",
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  "WRAP",
  "WPC",
  "XEL",
  "WDAY",
  "YUM",
  "Z",
  "IUSG",
  "ZIMV",
  null,
  "SOLV",
  "ADC",
  null,
  null,
  "LNT",
  null,
  "BBEU",
  "DTE",
  null,
  "CART",
  "MTB",
  "AEM",
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
  null,
  "SCHF",
  "SCHA",
  "MSCI",
  "KVYO",
  "NSC",
  null,
  "LBRDK",
  "JCI",
  "NXPI",
  "LH",
  "MFC",
  "MKL",
  null,
  "SO",
  "SON",
  "SJM",
  null,
  "OTIS",
  "SW",
  "PSX",
  "ROL",
  "CRM",
  null,
  null,
  "RDDT",
  "SYY",
  "DIA",
  "TFX",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  null,
  null,
  "IUSV",
  null,
  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  null,
  "SPYV",
  "GWW",
  null,
  "ESGU",
  null,
  "PSA",
  null,
  "FDX",
  "AME",
  null,
  "STE",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BBD",
  "BMO",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BA",
  null,
  "BMY",
  "BR",
  "CACI",
  "BHRB",
  "BYRN",
  "CALM",
  "CZR",
  "CCJ",
  "CDNS",
  "CARR",
  "CBNK",
  "CBRE",
  "CDW",
  "CAVA",
  "CPRX",
  "CX",
  "CNP",
  "CPK",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CWEN",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "CMC",
  "COP",
  "CEG",
  "CPRT",
  "CORT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "CYBR",
  "DHR",
  "DE",
  "FANG",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DDS",
  "DFS",
  "DLR",
  "DOCU",
  "DCI",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "VMC",
  "VOD",
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  "NEE",
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  "MAR",
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  "MDY",
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  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "MEC",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: wealthspire-advisors
Manager Name: Wealthspire-Advisors

Data Enrichment

70% identified

552 identified237 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

789 positions • $10.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 19 of 40

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464287663

IUSV|464287663

Shares:11.1K

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$10.1B)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:10.6K

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$10.1B)

464286525

ACWV|464286525

Shares:8.7K

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$10.1B)

Mondelez International, Inc.

MDLZ|609207105

Shares:14.9K

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$10.1B)

46090F100

Shares:72.1K

Value:$983.0K

% of Portfolio:0.0% ($983.0K/$10.1B)

DANAHER CORP /DE/

DHR|235851102

Shares:4.8K

Value:$981.3K

% of Portfolio:0.0% ($981.3K/$10.1B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:9.5K

Value:$978.8K

% of Portfolio:0.0% ($978.8K/$10.1B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:683

Value:$978.5K

% of Portfolio:0.0% ($978.5K/$10.1B)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:13.6K

Value:$959.2K

% of Portfolio:0.0% ($959.2K/$10.1B)

464287515

Shares:10.7K

Value:$951.8K

% of Portfolio:0.0% ($951.8K/$10.1B)

RALPH LAUREN CORP

RL|751212101

Shares:4.3K

Value:$951.2K

% of Portfolio:0.0% ($951.2K/$10.1B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:3.6K

Value:$946.5K

% of Portfolio:0.0% ($946.5K/$10.1B)

NATIONAL FUEL GAS CO

NFG|636180101

Shares:11.9K

Value:$944.7K

% of Portfolio:0.0% ($944.7K/$10.1B)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:6.8K

Value:$940.2K

% of Portfolio:0.0% ($940.2K/$10.1B)

464287242

Shares:8.5K

Value:$924.0K

% of Portfolio:0.0% ($924.0K/$10.1B)

CINTAS CORP

CTAS|172908105

Shares:4.5K

Value:$923.2K

% of Portfolio:0.0% ($923.2K/$10.1B)

03463K752

Shares:18.0K

Value:$918.8K

% of Portfolio:0.0% ($918.8K/$10.1B)

Marathon Petroleum Corp

MPC|56585A102

Shares:6.3K

Value:$913.9K

% of Portfolio:0.0% ($913.9K/$10.1B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:5.5K

Value:$910.3K

% of Portfolio:0.0% ($910.3K/$10.1B)

AUTOZONE INC

AZO|053332102

Shares:237

Value:$903.6K

% of Portfolio:0.0% ($903.6K/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IUSVcusip464287663)	11.1K	QoQ +19.09% (+1.8K) YoY +386.31% (+8.8K)	All Managers (Combined)	$1.0M	0.0% ($1.0M/$10.1B)	QoQ +18.69% (+$160.7K) YoY +396.24% (+$814.6K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	10.6K	QoQ -1.86% (-201) YoY +45.97% (+3.3K)	All Managers (Combined)	$1.0M	0.0% ($1.0M/$10.1B)	QoQ +2.20% (-$22.0K) YoY +51.87% (+$348.2K)
(ACWVcusip464286525)	8.7K	QoQ -9.15% (-881) YoY -26.62% (-3.2K)	All Managers (Combined)	$1.0M	0.0% ($1.0M/$10.1B)	QoQ -3.18% (-$33.5K) YoY -18.88% (-$237.0K)
Mondelez International, Inc.(MDLZcusip609207105)	14.9K	QoQ -3.12% (-481) YoY -6.15% (-978)	All Managers (Combined)	$1.0M	0.0% ($1.0M/$10.1B)	QoQ +10.04% (-$92.4K) YoY -9.03% (-$100.6K)
(cusip46090F100)✕	72.1K	QoQ +19.15% (+11.6K) YoY -0.12% (-87)	All Managers (Combined)	$983.0K	0.0% ($983.0K/$10.1B)	QoQ +25.02% (+$196.7K) YoY -1.84% (-$18.5K)
DANAHER CORP /DE/(DHRcusip235851102)	4.8K	QoQ +5.41% (-246) YoY +2.76% (-129)	All Managers (Combined)	$981.3K	0.0% ($981.3K/$10.1B)	QoQ -5.85% (-$61.1K) YoY -15.63% (-$181.9K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	9.5K	QoQ -13.73% (-1.5K) YoY -13.09% (-1.4K)	All Managers (Combined)	$978.8K	0.0% ($978.8K/$10.1B)	QoQ -26.62% (-$355.2K) YoY -50.52% (-$999.7K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	683	QoQ -5.13% (-37) YoY +34.18% (+174)	All Managers (Combined)	$978.5K	0.0% ($978.5K/$10.1B)	QoQ +14.60% (-$124.7K) YoY +70.28% (+$403.9K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	13.6K	QoQ -5.80% (-840) YoY -47.11% (-12.1K)	All Managers (Combined)	$959.2K	0.0% ($959.2K/$10.1B)	QoQ -10.71% (-$115.1K) YoY -63.60% (-$1.7M)
(cusip464287515)✕	10.7K	QoQ -83.11% (-52.6K) YoY NEW(+10.7K)	All Managers (Combined)	$951.8K	0.0% ($951.8K/$10.1B)	QoQ -84.99% (-$5.4M) YoY NEW(+$951.8K)
RALPH LAUREN CORP(RLcusip751212101)	4.3K	QoQ -1.35% (-59) YoY NEW(+4.3K)	All Managers (Combined)	$951.2K	0.0% ($951.2K/$10.1B)	QoQ -5.72% (-$57.8K) YoY NEW(+$951.2K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	3.6K	QoQ +2.28% (+80) YoY +4.22% (+145)	All Managers (Combined)	$946.5K	0.0% ($946.5K/$10.1B)	QoQ +12.29% (+$103.6K) YoY +19.75% (+$156.2K)
NATIONAL FUEL GAS CO(NFGcusip636180101)	11.9K	QoQ +0.87% (+103) YoY -0.59% (-71)	All Managers (Combined)	$944.7K	0.0% ($944.7K/$10.1B)	QoQ +31.64% (+$227.1K) YoY +46.54% (-$300.0K)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	6.8K	QoQ -0.63% (-43) YoY +12.72% (+764)	All Managers (Combined)	$940.2K	0.0% ($940.2K/$10.1B)	QoQ -11.13% (-$117.8K) YoY +21.92% (+$169.1K)
(cusip464287242)✕	8.5K	QoQ -5.99% (-542) YoY +72.39% (+3.6K)	All Managers (Combined)	$924.0K	0.0% ($924.0K/$10.1B)	QoQ -4.36% (-$42.2K) YoY +72.03% (+$386.9K)
CINTAS CORP(CTAScusip172908105)	4.5K	QoQ +10.07% (+411) YoY +866.02% (+4.0K)	All Managers (Combined)	$923.2K	0.0% ($923.2K/$10.1B)	QoQ +23.82% (+$177.6K) YoY +188.99% (+$603.8K)
(cusip03463K752)✕	18.0K	QoQ -10.25% (-2.1K) YoY NEW(+18.0K)	All Managers (Combined)	$918.8K	0.0% ($918.8K/$10.1B)	QoQ -10.20% (-$104.4K) YoY NEW(+$918.8K)
Marathon Petroleum Corp(MPCcusip56585A102)	6.3K	QoQ -9.58% (-665) YoY -27.54% (-2.4K)	All Managers (Combined)	$913.9K	0.0% ($913.9K/$10.1B)	QoQ -5.57% (-$53.9K) YoY -47.61% (-$830.7K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	5.5K	QoQ -1.86% (-104) YoY +31.66% (+1.3K)	All Managers (Combined)	$910.3K	0.0% ($910.3K/$10.1B)	QoQ -17.50% (-$193.2K) YoY +60.64% (+$343.7K)
AUTOZONE INC(AZOcusip053332102)	237	QoQ -24.03% (-75) YoY -23.30% (-72)	All Managers (Combined)	$903.6K	0.0% ($903.6K/$10.1B)	QoQ -9.54% (-$95.4K) YoY -7.21% (-$70.2K)