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",
  "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,
  "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",
  "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

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

Page 21 of 40

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37954Y673

Shares:22.7K

Value:$854.9K

% of Portfolio:0.0% ($854.9K/$10.1B)

DTE ENERGY CO

DTE|233331107

Shares:6.2K

Value:$853.3K

% of Portfolio:0.0% ($853.3K/$10.1B)

46429B697

USMV|46429B697

Shares:9.1K

Value:$852.3K

% of Portfolio:0.0% ($852.3K/$10.1B)

ANALOG DEVICES INC

ADI|032654105

Shares:4.2K

Value:$850.6K

% of Portfolio:0.0% ($850.6K/$10.1B)

25434V864

Shares:17.8K

Value:$847.4K

% of Portfolio:0.0% ($847.4K/$10.1B)

MCKESSON CORP

MCK|58155Q103

Shares:1.3K

Value:$844.0K

% of Portfolio:0.0% ($844.0K/$10.1B)

DEERE & CO

DE|244199105

Shares:1.8K

Value:$843.6K

% of Portfolio:0.0% ($843.6K/$10.1B)

464287671

IUSG|464287671

Shares:6.6K

Value:$843.6K

% of Portfolio:0.0% ($843.6K/$10.1B)

92206C599

Shares:3.4K

Value:$843.3K

% of Portfolio:0.0% ($843.3K/$10.1B)

CATALYST PHARMACEUTICALS, INC.

CPRX|14888U101

Shares:34.4K

Value:$835.0K

% of Portfolio:0.0% ($835.0K/$10.1B)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:24.4K

Value:$834.5K

% of Portfolio:0.0% ($834.5K/$10.1B)

GENUINE PARTS CO

GPC|372460105

Shares:7.0K

Value:$834.3K

% of Portfolio:0.0% ($834.3K/$10.1B)

LAMAR ADVERTISING CO/NEW

LAMR|512816109

Shares:7.3K

Value:$834.1K

% of Portfolio:0.0% ($834.1K/$10.1B)

464288661

Shares:7.0K

Value:$832.4K

% of Portfolio:0.0% ($832.4K/$10.1B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.7K

Value:$827.6K

% of Portfolio:0.0% ($827.6K/$10.1B)

Trane Technologies plc

TT|G8994E103

Shares:2.4K

Value:$823.5K

% of Portfolio:0.0% ($823.5K/$10.1B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:2.3K

Value:$822.9K

% of Portfolio:0.0% ($822.9K/$10.1B)

CONOCOPHILLIPS

COP|20825C104

Shares:7.8K

Value:$813.9K

% of Portfolio:0.0% ($813.9K/$10.1B)

DOW INC.

DOW|260557103

Shares:23.2K

Value:$809.5K

% of Portfolio:0.0% ($809.5K/$10.1B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:5.6K

Value:$794.8K

% of Portfolio:0.0% ($794.8K/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip37954Y673)✕	22.7K	QoQ +0.20% (-47) YoY +0.07% (-16)	All Managers (Combined)	$854.9K	0.0% ($854.9K/$10.1B)	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	0.0% ($853.3K/$10.1B)	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	0.0% ($852.3K/$10.1B)	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	0.0% ($850.6K/$10.1B)	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	0.0% ($847.4K/$10.1B)	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	0.0% ($844.0K/$10.1B)	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	0.0% ($843.6K/$10.1B)	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	0.0% ($843.6K/$10.1B)	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	0.0% ($843.3K/$10.1B)	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	0.0% ($835.0K/$10.1B)	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	0.0% ($834.5K/$10.1B)	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	0.0% ($834.3K/$10.1B)	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	0.0% ($834.1K/$10.1B)	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	0.0% ($832.4K/$10.1B)	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	0.0% ($827.6K/$10.1B)	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	0.0% ($823.5K/$10.1B)	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	0.0% ($822.9K/$10.1B)	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	0.0% ($813.9K/$10.1B)	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	0.0% ($809.5K/$10.1B)	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	0.0% ($794.8K/$10.1B)	QoQ +10.31% (+$74.3K) YoY +3.31% (-$25.5K)