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,
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  "CII",
  "WRB",
  "BSX",
  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  "DUK",
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  "FRT",
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  null,
  null,
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  null,
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  "GIS",
  null,
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  null,
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  "HON",
  "HD",
  "HPQ",
  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "STEM",
  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  "ORLY",
  null,
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  null,
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  "FAST",
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  "IJR",
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  "KR",
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  "NOC",
  "OKE",
  null,
  null,
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
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  null,
  null,
  null,
  "PANW",
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  null,
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  "IEMG",
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  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
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  "DOW",
  "UNH",
  "AAPL",
  "SPY",
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  "LPLA",
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  "NOW",
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  "O",
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  "STX",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
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  null,
  null,
  "RSG",
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  null,
  null,
  "IBM",
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  "SBUX",
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  "CI",
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  "TD",
  "TGT",
  "TMO",
  "TJX",
  null,
  "TDG",
  "TFC",
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  "MET",
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  "BMRC",
  "IVOO",
  "PAG",
  null,
  "ACWV",
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  "VWO",
  null,
  null,
  null,
  null,
  null,
  "IWV",
  null,
  "LPX",
  null,
  "PRF",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "ATRO",
  "IWO",
  "SU",
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  "MTD",
  "GMED",
  "IWN",
  null,
  "GBTG",
  null,
  null,
  null,
  "TSM",
  "IT",
  null,
  null,
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  null,
  "VYM",
  null,
  "DD",
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  "EW",
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  null,
  "MMS",
  "SAIC",
  "LECO",
  "NFG",
  "MUSA",
  "UGI",
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  "ATO",
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  "AON",
  "ACGL",
  null,
  "AVY",
  "USFD",
  "AFL",
  "UBSI",
  "AXON",
  "APH",
  "AMD",
  "EL",
  "SDY",
  "FI",
  "DOV",
  "IP",
  "F",
  "WEC",
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  "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,
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  "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",
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  "BHRB",
  "BYRN",
  "CALM",
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  "CARR",
  "CBNK",
  "CBRE",
  "CDW",
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  "CX",
  "CNP",
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  "CVX",
  "LNG",
  "CB",
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  "CHH",
  "CHD",
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  null,
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]

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 22 of 40

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METLIFE INC

MET|59156R108

Shares:9.8K

Value:$786.0K

% of Portfolio:0.0% ($786.0K/$10.1B)

ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:11.9K

Value:$784.5K

% of Portfolio:0.0% ($784.5K/$10.1B)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:14.6K

Value:$778.1K

% of Portfolio:0.0% ($778.1K/$10.1B)

ALLSTATE CORP

ALL|020002101

Shares:3.8K

Value:$776.9K

% of Portfolio:0.0% ($776.9K/$10.1B)

464288240

Shares:13.9K

Value:$770.8K

% of Portfolio:0.0% ($770.8K/$10.1B)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:5.4K

Value:$770.2K

% of Portfolio:0.0% ($770.2K/$10.1B)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:20.3K

Value:$768.8K

% of Portfolio:0.0% ($768.8K/$10.1B)

Discover Financial Services

DFS|254709108

Shares:4.5K

Value:$763.2K

% of Portfolio:0.0% ($763.2K/$10.1B)

W. P. Carey Inc.

WPC|92936U109

Shares:12.1K

Value:$761.5K

% of Portfolio:0.0% ($761.5K/$10.1B)

Parker-Hannifin Corp

PH|701094104

Shares:1.2K

Value:$758.8K

% of Portfolio:0.0% ($758.8K/$10.1B)

Edwards Lifesciences Corp

EW|28176E108

Shares:10.4K

Value:$752.3K

% of Portfolio:0.0% ($752.3K/$10.1B)

81369Y860

Shares:17.7K

Value:$742.3K

% of Portfolio:0.0% ($742.3K/$10.1B)

DOMINION ENERGY, INC

D|25746U109

Shares:13.0K

Value:$730.6K

% of Portfolio:0.0% ($730.6K/$10.1B)

921910733

ESGV|921910733

Shares:7.4K

Value:$726.4K

% of Portfolio:0.0% ($726.4K/$10.1B)

46138E362

Shares:14.2K

Value:$713.2K

% of Portfolio:0.0% ($713.2K/$10.1B)

SHOPIFY INC.

SHOP|82509L107

Shares:7.5K

Value:$712.6K

% of Portfolio:0.0% ($712.6K/$10.1B)

81369Y308

Shares:8.7K

Value:$712.4K

% of Portfolio:0.0% ($712.4K/$10.1B)

UNILEVER PLC

UL|904767704

Shares:11.9K

Value:$711.2K

% of Portfolio:0.0% ($711.2K/$10.1B)

464288687

Shares:23.0K

Value:$707.8K

% of Portfolio:0.0% ($707.8K/$10.1B)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:62.4K

Value:$699.4K

% of Portfolio:0.0% ($699.4K/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
METLIFE INC(METcusip59156R108)	9.8K	QoQ -16.87% (-2.0K) YoY -6.79% (-714)	All Managers (Combined)	$786.0K	0.0% ($786.0K/$10.1B)	QoQ -18.48% (-$178.3K) YoY +0.96% (-$7.5K)
ESTEE LAUDER COMPANIES INC(ELcusip518439104)	11.9K	QoQ -1.11% (-134) YoY -1.30% (-157)	All Managers (Combined)	$784.5K	0.0% ($784.5K/$10.1B)	QoQ -12.95% (-$116.8K) YoY -57.74% (-$1.1M)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	14.6K	QoQ -3.82% (-580) YoY +0.56% (+82)	All Managers (Combined)	$778.1K	0.0% ($778.1K/$10.1B)	QoQ -4.66% (-$38.1K) YoY +37.49% (+$212.2K)
ALLSTATE CORP(ALLcusip020002101)	3.8K	QoQ -12.76% (-549) YoY +70.77% (+1.6K)	All Managers (Combined)	$776.9K	0.0% ($776.9K/$10.1B)	QoQ -6.30% (-$52.3K) YoY +104.39% (+$396.8K)
(cusip464288240)✕	13.9K	QoQ +14.59% (+1.8K) YoY NEW(+13.9K)	All Managers (Combined)	$770.8K	0.0% ($770.8K/$10.1B)	QoQ +21.81% (+$138.1K) YoY NEW(+$770.8K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	5.4K	QoQ +7.88% (-393) YoY +12.96% (+617)	All Managers (Combined)	$770.2K	0.0% ($770.2K/$10.1B)	QoQ -12.82% (-$113.3K) YoY +12.37% (+$84.8K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	20.3K	QoQ +79.46% (+9.0K) YoY +98.04% (+10.1K)	All Managers (Combined)	$768.8K	0.0% ($768.8K/$10.1B)	QoQ +78.42% (+$337.9K) YoY +59.47% (+$286.7K)
Discover Financial Services(DFScusip254709108)	4.5K	QoQ -6.83% (-328) YoY +51.40% (+1.5K)	All Managers (Combined)	$763.2K	0.0% ($763.2K/$10.1B)	QoQ -8.19% (-$68.1K) YoY +97.15% (+$376.1K)
W. P. Carey Inc.(WPCcusip92936U109)	12.1K	QoQ +1.25% (+150) YoY NEW(+12.1K)	All Managers (Combined)	$761.5K	0.0% ($761.5K/$10.1B)	QoQ +17.29% (+$112.3K) YoY NEW(+$761.5K)
Parker-Hannifin Corp(PHcusip701094104)	1.2K	QoQ -9.89% (-137) YoY +7.58% (+88)	All Managers (Combined)	$758.8K	0.0% ($758.8K/$10.1B)	QoQ -13.83% (-$121.9K) YoY +17.69% (+$114.1K)
Edwards Lifesciences Corp(EWcusip28176E108)	10.4K	QoQ +6.46% (+630) YoY -12.90% (-1.5K)	All Managers (Combined)	$752.3K	0.0% ($752.3K/$10.1B)	QoQ +4.23% (+$30.6K) YoY -33.94% (-$386.5K)
(cusip81369Y860)✕	17.7K	QoQ -41.98% (-12.8K) YoY -82.52% (-83.8K)	All Managers (Combined)	$742.3K	0.0% ($742.3K/$10.1B)	QoQ -40.30% (-$501.1K) YoY -81.49% (-$3.3M)
DOMINION ENERGY, INC(Dcusip25746U109)	13.0K	QoQ -2.64% (-354) YoY +74.57% (+5.6K)	All Managers (Combined)	$730.6K	0.0% ($730.6K/$10.1B)	QoQ +1.35% (-$9.8K) YoY +99.00% (+$363.5K)
(ESGVcusip921910733)	7.4K	QoQ +32.26% (+1.8K) YoY -26.49% (-2.7K)	All Managers (Combined)	$726.4K	0.0% ($726.4K/$10.1B)	QoQ +23.50% (+$138.2K) YoY -22.74% (-$213.9K)
(cusip46138E362)✕	14.2K	QoQ -3.01% (-441) YoY NEW(+14.2K)	All Managers (Combined)	$713.2K	0.0% ($713.2K/$10.1B)	QoQ +0.84% (-$6.0K) YoY NEW(+$713.2K)
SHOPIFY INC.(SHOPcusip82509L107)	7.5K	QoQ -49.15% (-7.2K) YoY +118.15% (+4.0K)	All Managers (Combined)	$712.6K	0.0% ($712.6K/$10.1B)	QoQ -54.34% (-$848.0K) YoY +169.91% (+$448.6K)
(cusip81369Y308)✕	8.7K	QoQ -1.13% (-100) YoY +81.35% (+3.9K)	All Managers (Combined)	$712.4K	0.0% ($712.4K/$10.1B)	QoQ +2.71% (-$18.8K) YoY +93.96% (+$345.1K)
UNILEVER PLC(ULcusip904767704)	11.9K	QoQ -18.32% (-2.7K) YoY -19.39% (-2.9K)	All Managers (Combined)	$711.2K	0.0% ($711.2K/$10.1B)	QoQ -14.21% (-$117.9K) YoY -4.36% (-$32.4K)
(cusip464288687)✕	23.0K	QoQ -36.82% (-13.4K) YoY -48.06% (-21.3K)	All Managers (Combined)	$707.8K	0.0% ($707.8K/$10.1B)	QoQ -38.25% (-$438.5K) YoY -50.48% (-$721.7K)
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	62.4K	QoQ +68.60% (+25.4K) YoY +253.48% (+44.8K)	All Managers (Combined)	$699.4K	0.0% ($699.4K/$10.1B)	QoQ +67.41% (+$281.6K) YoY +257.64% (+$503.8K)