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 2 of 40
46434G103
IEMG|46434G103
Shares:
1654265(+1.1%)
Value:
$89.3B(+4.5%)
MICROSOFT CORP
MSFT|594918104
Shares:
223944(-3.4%)
Value:
$84.1B(-14.0%)
922908751
VB|922908751
Shares:
374326(-0.3%)
Value:
$83.0B(-8.0%)
33738D101
33738D101
Shares:
2067556(+2.0%)
Value:
$77.5B(+7.2%)
97717Y527
97717Y527
Shares:
1516924(+8.0%)
Value:
$76.3B(+8.0%)
25434V203
25434V203
Shares:
2238479(+4.8%)
Value:
$69.9B(+12.1%)
25434V302
25434V302
Shares:
2597661(+2.6%)
Value:
$67.3B(+4.8%)
808524201
SCHX|808524201
Shares:
3041663(-2.2%)
Value:
$67.2B(-6.8%)
25434V658
25434V658
Shares:
2447374(+1.8%)
Value:
$64.3B(+4.6%)
46434V860
46434V860
Shares:
1266068(+4.0%)
Value:
$64.1B(+4.4%)
46432F842
IEFA|46432F842
Shares:
841072(-2.7%)
Value:
$63.6B(+4.8%)
922042775
VEU|922042775
Shares:
1030728(+3.4%)
Value:
$62.5B(+9.3%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
132167(+0.7%)
Value:
$62.0B(-7.6%)
46432F834
IXUS|46432F834
Shares:
854574(-0.3%)
Value:
$59.7B(+5.2%)
46435G250
46435G250
Shares:
1243992(+4.7%)
Value:
$58.6B(+4.9%)
92206C409
92206C409
Shares:
731747(+77.3%)
Value:
$57.8B(+79.4%)
922908744
VTV|922908744
Shares:
323811(-4.5%)
Value:
$55.9B(-2.6%)
78464A854
SPLG|78464A854
Shares:
838210(-3.0%)
Value:
$55.1B(-7.4%)
464288414
MUB|464288414
Shares:
517140(-11.6%)
Value:
$54.5B(-12.5%)
921937835
BND|921937835
Shares:
718499(-1.2%)
Value:
$52.8B(+0.9%)