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",
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  "IWS",
  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",
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  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
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  "MDY",
  "DIS",
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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

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RPM INTERNATIONAL INC/DE/

RPM|749685103

Shares:7.8K

Value:$901.0K

% of Portfolio:0.0% ($901.0K/$10.1B)

NOVO NORDISK A S

NVO|670100205

Shares:12.9K

Value:$898.7K

% of Portfolio:0.0% ($898.7K/$10.1B)

46138E354

Shares:12.0K

Value:$897.6K

% of Portfolio:0.0% ($897.6K/$10.1B)

CSX CORP

CSX|126408103

Shares:30.4K

Value:$895.3K

% of Portfolio:0.0% ($895.3K/$10.1B)

GENERAL MILLS INC

GIS|370334104

Shares:14.9K

Value:$893.2K

% of Portfolio:0.0% ($893.2K/$10.1B)

354921108

Shares:18.7K

Value:$892.5K

% of Portfolio:0.0% ($892.5K/$10.1B)

DIAGEO PLC

DEO|25243Q205

Shares:8.4K

Value:$880.0K

% of Portfolio:0.0% ($880.0K/$10.1B)

25434V823

Shares:36.9K

Value:$877.3K

% of Portfolio:0.0% ($877.3K/$10.1B)

LABCORP HOLDINGS INC.

LH|504922105

Shares:3.8K

Value:$874.4K

% of Portfolio:0.0% ($874.4K/$10.1B)

464288802

Shares:7.6K

Value:$873.7K

% of Portfolio:0.0% ($873.7K/$10.1B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:13.3K

Value:$868.8K

% of Portfolio:0.0% ($868.8K/$10.1B)

NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND

NMZ|670682103

Shares:79.5K

Value:$867.3K

% of Portfolio:0.0% ($867.3K/$10.1B)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:7.6K

Value:$865.3K

% of Portfolio:0.0% ($865.3K/$10.1B)

92189F486

Shares:33.9K

Value:$864.9K

% of Portfolio:0.0% ($864.9K/$10.1B)

464287549

Shares:9.5K

Value:$864.8K

% of Portfolio:0.0% ($864.8K/$10.1B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:3.5K

Value:$863.5K

% of Portfolio:0.0% ($863.5K/$10.1B)

81369Y886

Shares:10.9K

Value:$861.6K

% of Portfolio:0.0% ($861.6K/$10.1B)

81369Y704

Shares:6.6K

Value:$861.3K

% of Portfolio:0.0% ($861.3K/$10.1B)

464288760

Shares:5.6K

Value:$857.4K

% of Portfolio:0.0% ($857.4K/$10.1B)

Booking Holdings Inc.

BKNG|09857L108

Shares:186

Value:$856.9K

% of Portfolio:0.0% ($856.9K/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
RPM INTERNATIONAL INC/DE/(RPMcusip749685103)	7.8K	QoQ -18.37% (-1.8K) YoY +20.92% (+1.3K)	All Managers (Combined)	$901.0K	0.0% ($901.0K/$10.1B)	QoQ -23.26% (-$273.2K) YoY +17.60% (+$134.9K)
NOVO NORDISK A S(NVOcusip670100205)	12.9K	QoQ +0.52% (-67) YoY +41.56% (-3.8K)	All Managers (Combined)	$898.7K	0.0% ($898.7K/$10.1B)	QoQ -18.85% (-$208.8K) YoY -23.44% (-$275.2K)
(cusip46138E354)✕	12.0K	QoQ -5.38% (-683) YoY -55.57% (-15.0K)	All Managers (Combined)	$897.6K	0.0% ($897.6K/$10.1B)	QoQ +1.00% (-$8.9K) YoY -49.60% (-$883.6K)
CSX CORP(CSXcusip126408103)	30.4K	QoQ +5.08% (-1.5K) YoY -0.73% (-224)	All Managers (Combined)	$895.3K	0.0% ($895.3K/$10.1B)	QoQ -4.16% (-$38.9K) YoY -21.18% (-$240.7K)
GENERAL MILLS INC(GIScusip370334104)	14.9K	QoQ +0.68% (-102) YoY +12.69% (-1.7K)	All Managers (Combined)	$893.2K	0.0% ($893.2K/$10.1B)	QoQ -5.59% (-$52.9K) YoY -3.70% (-$34.3K)
(cusip354921108)✕	18.7K	QoQ -12.07% (-2.6K) YoY NEW(+18.7K)	All Managers (Combined)	$892.5K	0.0% ($892.5K/$10.1B)	QoQ -22.44% (-$258.4K) YoY NEW(+$892.5K)
DIAGEO PLC(DEOcusip25243Q205)	8.4K	QoQ -8.30% (-761) YoY -8.33% (-764)	All Managers (Combined)	$880.0K	0.0% ($880.0K/$10.1B)	QoQ -24.42% (-$284.4K) YoY -35.42% (-$482.8K)
(cusip25434V823)✕	36.9K	QoQ 0.00% (+0) YoY NEW(+36.9K)	All Managers (Combined)	$877.3K	0.0% ($877.3K/$10.1B)	QoQ +2.14% (+$18.5K) YoY NEW(+$877.3K)
LABCORP HOLDINGS INC.(LHcusip504922105)	3.8K	QoQ -2.26% (-87) YoY NEW(+3.8K)	All Managers (Combined)	$874.4K	0.0% ($874.4K/$10.1B)	QoQ -0.80% (-$7.1K) YoY NEW(+$874.4K)
(cusip464288802)✕	7.6K	QoQ 0.00% (-0) YoY -60.70% (-11.8K)	All Managers (Combined)	$873.7K	0.0% ($873.7K/$10.1B)	QoQ -5.52% (-$51.1K) YoY -58.65% (-$1.2M)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	13.3K	QoQ -14.33% (-2.2K) YoY -7.52% (-1.1K)	All Managers (Combined)	$868.8K	0.0% ($868.8K/$10.1B)	QoQ -34.51% (-$457.9K) YoY -9.93% (-$95.8K)
NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND(NMZcusip670682103)	79.5K	QoQ NEW(+79.5K) YoY NEW(+79.5K)	All Managers (Combined)	$867.3K	0.0% ($867.3K/$10.1B)	QoQ NEW(+$867.3K) YoY NEW(+$867.3K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	7.6K	QoQ +0.57% (+44) YoY +1.60% (-121)	All Managers (Combined)	$865.3K	0.0% ($865.3K/$10.1B)	QoQ +7.76% (+$62.4K) YoY -12.86% (-$127.7K)
(cusip92189F486)✕	33.9K	QoQ -56.37% (-43.8K) YoY NEW(+33.9K)	All Managers (Combined)	$864.9K	0.0% ($864.9K/$10.1B)	QoQ -56.20% (-$1.1M) YoY NEW(+$864.9K)
(cusip464287549)✕	9.5K	QoQ +134.40% (+5.5K) YoY +164.94% (+5.9K)	All Managers (Combined)	$864.8K	0.0% ($864.8K/$10.1B)	QoQ +108.19% (+$449.4K) YoY +178.75% (+$554.6K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	3.5K	QoQ +4.51% (+153) YoY +25.59% (+721)	All Managers (Combined)	$863.5K	0.0% ($863.5K/$10.1B)	QoQ +20.07% (+$144.4K) YoY +48.81% (+$283.2K)
(cusip81369Y886)✕	10.9K	QoQ +28.78% (+2.4K) YoY +91.03% (+5.2K)	All Managers (Combined)	$861.6K	0.0% ($861.6K/$10.1B)	QoQ +34.15% (+$219.4K) YoY +129.43% (+$486.1K)
(cusip81369Y704)✕	6.6K	QoQ -5.23% (-363) YoY +115.30% (+3.5K)	All Managers (Combined)	$861.3K	0.0% ($861.3K/$10.1B)	QoQ -5.72% (-$52.3K) YoY +124.03% (+$476.8K)
(cusip464288760)✕	5.6K	QoQ +1.24% (+69) YoY +49.95% (+1.9K)	All Managers (Combined)	$857.4K	0.0% ($857.4K/$10.1B)	QoQ +6.63% (+$53.4K) YoY +74.02% (+$364.7K)
Booking Holdings Inc.(BKNGcusip09857L108)	186	QoQ +12.04% (+20) YoY +66.07% (+74)	All Managers (Combined)	$856.9K	0.0% ($856.9K/$10.1B)	QoQ +3.89% (+$32.1K) YoY +110.89% (+$450.6K)