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 22 of 40
METLIFE INC
MET|59156R108
Shares:
9790(-16.9%)
Value:
$786.0M(-18.5%)
ESTEE LAUDER COMPANIES INC
EL|518439104
Shares:
11887(-1.1%)
Value:
$784.5M(-12.9%)
INTERNATIONAL PAPER CO /NEW/
IP|460146103
Shares:
14586(-3.8%)
Value:
$778.1M(-4.7%)
ALLSTATE CORP
ALL|020002101
Shares:
3752(-12.8%)
Value:
$776.9M(-6.3%)
464288240
464288240
Shares:
13900(+14.6%)
Value:
$770.8M(+21.8%)
DIGITAL REALTY TRUST, INC.
DLR|253868103
Shares:
5375(+7.9%)
Value:
$770.2M(-12.8%)
FREEPORT-MCMORAN INC
FCX|35671D857
Shares:
20308(+79.5%)
Value:
$768.8M(+78.4%)
Discover Financial Services
DFS|254709108
Shares:
4471(-6.8%)
Value:
$763.2M(-8.2%)
W. P. Carey Inc.
WPC|92936U109
Shares:
12067(+1.3%)
Value:
$761.5M(+17.3%)
Parker-Hannifin Corp
PH|701094104
Shares:
1248(-9.9%)
Value:
$758.8M(-13.8%)
Edwards Lifesciences Corp
EW|28176E108
Shares:
10379(+6.5%)
Value:
$752.3M(+4.2%)
81369Y860
81369Y860
Shares:
17737(-42.0%)
Value:
$742.3M(-40.3%)
DOMINION ENERGY, INC
D|25746U109
Shares:
13030(-2.6%)
Value:
$730.6M(+1.4%)
921910733
ESGV|921910733
Shares:
7416(+32.3%)
Value:
$726.4M(+23.5%)
46138E362
46138E362
Shares:
14198(-3.0%)
Value:
$713.2M(+0.8%)
SHOPIFY INC.
SHOP|82509L107
Shares:
7463(-49.1%)
Value:
$712.6M(-54.3%)
81369Y308
81369Y308
Shares:
8723(-1.1%)
Value:
$712.4M(+2.7%)
UNILEVER PLC
UL|904767704
Shares:
11943(-18.3%)
Value:
$711.2M(-14.2%)
464288687
464288687
Shares:
23034(-36.8%)
Value:
$707.8M(-38.3%)
Nuveen AMT-Free Quality Municipal Income Fund
NEA|670657105
Shares:
62444(+68.6%)
Value:
$699.4M(+67.4%)