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, "FLL", "OSCR", 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", "LRCX", "ICF", "IWS", null, "LIN", null, null, "L", null, null, null, "DHF", "BFIN", "EVM", null, null, "EGHT", "MAV", "MPC", "MMC", "TLRY", "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, 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"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", "USMV", "IWB", "NEE", "NKE", "MAR", "QQQ", "IWM", "EPD", "MDY", "DIS", "ELV", "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
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 2 of 40
33738D101
Shares:2.1M
Value:$77.5M
% of Portfolio:0.8% ($77.5M/$10.1B)
97717Y527
Shares:1.5M
Value:$76.3M
% of Portfolio:0.8% ($76.3M/$10.1B)
25434V203
Shares:2.2M
Value:$69.9M
% of Portfolio:0.7% ($69.9M/$10.1B)
25434V302
Shares:2.6M
Value:$67.3M
% of Portfolio:0.7% ($67.3M/$10.1B)
25434V658
Shares:2.4M
Value:$64.3M
% of Portfolio:0.6% ($64.3M/$10.1B)
46434V860
Shares:1.3M
Value:$64.1M
% of Portfolio:0.6% ($64.1M/$10.1B)
Shares:132.2K
Value:$62.0M
% of Portfolio:0.6% ($62.0M/$10.1B)
46435G250
Shares:1.2M
Value:$58.6M
% of Portfolio:0.6% ($58.6M/$10.1B)
92206C409
Shares:731.7K
Value:$57.8M
% of Portfolio:0.6% ($57.8M/$10.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1.7M | All Managers (Combined) | $89.3M | 0.9% ($89.3M/$10.1B) | |||
MICROSOFT CORP(MSFTcusip594918104) | 223.9K | All Managers (Combined) | $84.1M | 0.8% ($84.1M/$10.1B) | ||
| 374.3K | All Managers (Combined) | $83.0M | 0.8% ($83.0M/$10.1B) | |||
(cusip33738D101)✕ | 2.1M | All Managers (Combined) | $77.5M | 0.8% ($77.5M/$10.1B) | ||
(cusip97717Y527)✕ | 1.5M | All Managers (Combined) | $76.3M | 0.8% ($76.3M/$10.1B) | ||
(cusip25434V203)✕ | 2.2M | All Managers (Combined) | $69.9M | 0.7% ($69.9M/$10.1B) | ||
(cusip25434V302)✕ | 2.6M | All Managers (Combined) | $67.3M | 0.7% ($67.3M/$10.1B) | ||
| 3.0M | All Managers (Combined) | $67.2M | 0.7% ($67.2M/$10.1B) | |||
(cusip25434V658)✕ | 2.4M | YoY NEW(+2.4M) | All Managers (Combined) | $64.3M | 0.6% ($64.3M/$10.1B) | YoY NEW(+$64.3M) |
(cusip46434V860)✕ | 1.3M | All Managers (Combined) | $64.1M | 0.6% ($64.1M/$10.1B) | ||
| 841.1K | All Managers (Combined) | $63.6M | 0.6% ($63.6M/$10.1B) | |||
| 1.0M | All Managers (Combined) | $62.5M | 0.6% ($62.5M/$10.1B) | |||
| 132.2K | All Managers (Combined) | $62.0M | 0.6% ($62.0M/$10.1B) | |||
| 854.6K | All Managers (Combined) | $59.7M | 0.6% ($59.7M/$10.1B) | |||
(cusip46435G250)✕ | 1.2M | All Managers (Combined) | $58.6M | 0.6% ($58.6M/$10.1B) | ||
(cusip92206C409)✕ | 731.7K | All Managers (Combined) | $57.8M | 0.6% ($57.8M/$10.1B) | ||
| 323.8K | All Managers (Combined) | $55.9M | 0.6% ($55.9M/$10.1B) | |||
| 838.2K | All Managers (Combined) | $55.1M | 0.5% ($55.1M/$10.1B) | |||
| 517.1K | All Managers (Combined) | $54.5M | 0.5% ($54.5M/$10.1B) | |||
| 718.5K | All Managers (Combined) | $52.8M | 0.5% ($52.8M/$10.1B) |