Wealthspire Advisors, LLC

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: 0001646247
Manager Name: Wealthspire Advisors, LLC

Data Enrichment

70% identified

552 identified237 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

789 positions • $10,068,673.792K total value

789 positions

Manager:

SEC FilingSEC DataHachi Filing

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37954Y673

22658(+0.2%)

Value:

$854.9M(-6.4%)

DTE ENERGY CO

DTE|233331107

6171(-23.2%)

Value:

$853.3M(-12.0%)

46429B697

USMV|46429B697

9100(+28.4%)

Value:

$852.3M(+35.4%)

ANALOG DEVICES INC

ADI|032654105

4218(-16.8%)

Value:

$850.6M(-21.1%)

25434V864

17832(+0.0%)

Value:

$847.4M(+1.4%)

MCKESSON CORP

MCK|58155Q103

1254(-0.3%)

Value:

$844.0M(+17.7%)

DEERE & CO

DE|244199105

1797(+0.3%)

Value:

$843.6M(+11.1%)

464287671

IUSG|464287671

6639(+19.9%)

Value:

$843.6M(+9.3%)

92206C599

3417(+0.0%)

Value:

$843.3M(-5.0%)

CATALYST PHARMACEUTICALS, INC.

CPRX|14888U101

34434(+0.2%)

Value:

$835.0M(+16.5%)

Super Micro Computer, Inc.

SMCI|86800U302

24372(+2.6%)

Value:

$834.5M(+15.2%)

GENUINE PARTS CO

GPC|372460105

7003(-5.4%)

Value:

$834.3M(-3.5%)

LAMAR ADVERTISING CO/NEW

LAMR|512816109

7331(-0.2%)

Value:

$834.1M(-6.7%)

464288661

7046(+0.0%)

Value:

$832.4M(+2.2%)

INTUITIVE SURGICAL INC

ISRG|46120E602

1671(+1.6%)

Value:

$827.6M(-3.6%)

Trane Technologies plc

TT|G8994E103

2444(-1.7%)

Value:

$823.5M(-10.3%)

CrowdStrike Holdings, Inc.

CRWD|22788C105

2334(+21.8%)

Value:

$822.9M(+25.5%)

CONOCOPHILLIPS

COP|20825C104

7750(+7.3%)

Value:

$813.9M(+13.6%)

DOW INC.

DOW|260557103

23182(-49.9%)

Value:

$809.5M(-56.4%)

KIMBERLY CLARK CORP

KMB|494368103

5588(+1.6%)

Value:

$794.8M(+10.3%)

Instrument	Shares		Other Manager	Value
(cusip37954Y673)✕	22.7K	QoQ +0.20% (-47) YoY +0.07% (-16)	All Managers (Combined)	$854.9K	QoQ -6.43% (-$58.8K) YoY -5.15% (-$46.5K)
Dte Energy Co(DTEcusip233331107)	6.2K	QoQ -23.16% (-1.9K) YoY -42.54% (-4.6K)	All Managers (Combined)	$853.3K	QoQ -12.01% (-$116.5K) YoY -29.15% (-$351.1K)
(USMVcusip46429B697)	9.1K	QoQ +28.40% (+2.0K) YoY +49.67% (+3.0K)	All Managers (Combined)	$852.3K	QoQ +35.44% (+$223.1K) YoY +67.71% (+$344.1K)
Analog Devices Inc(ADIcusip032654105)	4.2K	QoQ -16.83% (-854) YoY -27.16% (-1.6K)	All Managers (Combined)	$850.6K	QoQ -21.06% (-$226.9K) YoY -25.74% (-$294.9K)
(cusip25434V864)✕	17.8K	QoQ 0.00% (+0) YoY NEW(+17.8K)	All Managers (Combined)	$847.4K	QoQ +1.36% (+$11.4K) YoY NEW(+$847.4K)
Mckesson Corp(MCKcusip58155Q103)	1.3K	QoQ -0.31% (-4) YoY -15.83% (-236)	All Managers (Combined)	$844.0K	QoQ +17.72% (-$127.1K) YoY +5.53% (-$44.3K)
Deere & Co(DEcusip244199105)	1.8K	QoQ +0.27% (+5) YoY +1.87% (+33)	All Managers (Combined)	$843.6K	QoQ +11.10% (+$84.3K) YoY +16.45% (+$119.2K)
(IUSGcusip464287671)	6.6K	QoQ +19.88% (+1.1K) YoY +7.44% (+460)	All Managers (Combined)	$843.6K	QoQ +9.31% (+$71.9K) YoY +16.48% (+$119.4K)
(cusip92206C599)✕	3.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$843.3K	QoQ -4.99% (-$44.4K) YoY +5.92% (+$47.2K)
Catalyst Pharmaceuticals, Inc.(CPRXcusip14888U101)	34.4K	QoQ +0.22% (+79) YoY -5.11% (-1.9K)	All Managers (Combined)	$835.0K	QoQ +16.46% (+$118.0K) YoY +44.34% (-$256.5K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	24.4K	QoQ +2.58% (+613) YoY NEW(+24.4K)	All Managers (Combined)	$834.5K	QoQ +15.23% (+$110.3K) YoY NEW(+$834.5K)
Genuine Parts Co(GPCcusip372460105)	7.0K	QoQ -5.39% (-399) YoY -12.77% (-1.0K)	All Managers (Combined)	$834.3K	QoQ -3.45% (-$29.9K) YoY -32.92% (-$409.5K)
Lamar Advertising Co/New(LAMRcusip512816109)	7.3K	QoQ -0.21% (-16) YoY +2.60% (-186)	All Managers (Combined)	$834.1K	QoQ -6.74% (-$60.3K) YoY -2.23% (-$19.1K)
(cusip464288661)✕	7.0K	QoQ 0.00% (+0) YoY -62.61% (-11.8K)	All Managers (Combined)	$832.4K	QoQ +2.23% (+$18.2K) YoY -61.86% (-$1.4M)
Intuitive Surgical Inc(ISRGcusip46120E602)	1.7K	QoQ +1.58% (-26) YoY +61.91% (+639)	All Managers (Combined)	$827.6K	QoQ -3.61% (-$31.0K) YoY +100.94% (+$415.7K)
Trane Technologies Plc(TTcusipG8994E103)	2.4K	QoQ -1.68% (-42) YoY -17.51% (-519)	All Managers (Combined)	$823.5K	QoQ -10.32% (-$94.8K) YoY -7.42% (-$66.0K)
Crowdstrike Holdings, Inc.(CRWDcusip22788C105)	2.3K	QoQ +21.81% (+418) YoY +101.55% (+1.2K)	All Managers (Combined)	$822.9K	QoQ +25.52% (+$167.3K) YoY +121.66% (+$451.7K)
Conocophillips(COPcusip20825C104)	7.8K	QoQ +7.28% (+526) YoY +3.27% (-246)	All Managers (Combined)	$813.9K	QoQ +13.60% (+$97.5K) YoY -14.77% (-$141.1K)
Dow Inc.(DOWcusip260557103)	23.2K	QoQ -49.86% (-23.1K) YoY -46.85% (-20.4K)	All Managers (Combined)	$809.5K	QoQ -56.37% (-$1.0M) YoY -67.96% (-$1.7M)
Kimberly Clark Corp(KMBcusip494368103)	5.6K	QoQ +1.63% (+90) YoY -6.03% (-359)	All Managers (Combined)	$794.8K	QoQ +10.31% (+$74.3K) YoY +3.31% (-$25.5K)