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 20 of 40
RPM INTERNATIONAL INC/DE/
RPM|749685103
Shares:
7789(-18.4%)
Value:
$901.0M(-23.3%)
NOVO NORDISK A S
NVO|670100205
Shares:
12942(+0.5%)
Value:
$898.7M(-18.9%)
46138E354
46138E354
Shares:
12012(-5.4%)
Value:
$897.6M(+1.0%)
CSX CORP
CSX|126408103
Shares:
30420(+5.1%)
Value:
$895.3M(-4.2%)
GENERAL MILLS INC
GIS|370334104
Shares:
14939(+0.7%)
Value:
$893.2M(-5.6%)
354921108
354921108
Shares:
18688(-12.1%)
Value:
$892.5M(-22.4%)
DIAGEO PLC
DEO|25243Q205
Shares:
8398(-8.3%)
Value:
$880.0M(-24.4%)
25434V823
25434V823
Shares:
36908(+0.0%)
Value:
$877.3M(+2.1%)
LABCORP HOLDINGS INC.
LH|504922105
Shares:
3757(-2.3%)
Value:
$874.4M(-0.8%)
464288802
464288802
Shares:
7606(+0.0%)
Value:
$873.7M(-5.5%)
PayPal Holdings, Inc.
PYPL|70450Y103
Shares:
13315(-14.3%)
Value:
$868.8M(-34.5%)
NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND
NMZ|670682103
Shares:
79500
Value:
$867.3M
ZIMMER BIOMET HOLDINGS, INC.
ZBH|98956P102
Shares:
7645(+0.6%)
Value:
$865.3M(+7.8%)
92189F486
92189F486
Shares:
33850(-56.4%)
Value:
$864.9M(-56.2%)
464287549
464287549
Shares:
9538(+134.4%)
Value:
$864.8M(+108.2%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
3538(+4.5%)
Value:
$863.5M(+20.1%)
81369Y886
81369Y886
Shares:
10927(+28.8%)
Value:
$861.6M(+34.1%)
81369Y704
81369Y704
Shares:
6571(-5.2%)
Value:
$861.3M(-5.7%)
464288760
464288760
Shares:
5601(+1.2%)
Value:
$857.4M(+6.6%)
Booking Holdings Inc.
BKNG|09857L108
Shares:
186(+12.0%)
Value:
$856.9M(+3.9%)