Wealthspire Advisors, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Wealthspire Advisors, LLC
Data Enrichment
70% identified
552 identified237 unidentified

Holdings

789 positions
Manager:
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Page 23 of 40
ROCKWELL AUTOMATION, INC
Shares:
2703(-1.6%)
Value:
$698.4M(-11.0%)
46641Q217
Shares:
12408(+0.0%)
Value:
$696.5M(+2.3%)
CyberArk Software Ltd.
Shares:
2054(+1.2%)
Value:
$694.3M(+2.7%)
Medtronic plc
Shares:
7612(+28.3%)
Value:
$684.0M(+44.3%)
MERCADOLIBRE INC
Shares:
350(-0.3%)
Value:
$682.8M(+14.4%)
TELEFLEX INC
Shares:
4923(-2.5%)
Value:
$680.3M(-24.3%)
YUM BRANDS INC
Shares:
4315(-6.3%)
Value:
$679.0M(+9.9%)
AMERICAN TOWER CORP /MA/
Shares:
3046(+6.1%)
Value:
$662.7M(+25.8%)
78468R739
Shares:
13617(-13.6%)
Value:
$648.2M(-13.2%)
78464A300
Shares:
8260(-0.7%)
Value:
$647.6M(-10.8%)
464287564
Shares:
10500(+1.1%)
Value:
$646.1M(+3.2%)
Essential Utilities, Inc.
Shares:
16322(+2.0%)
Value:
$645.2M(+11.1%)
ALLIANT ENERGY CORP
Shares:
9993(+12.4%)
Value:
$643.0M(+22.3%)
46138E719
Shares:
35498(+0.0%)
Value:
$641.1M(-0.1%)
KROGER CO
Shares:
9428(+0.3%)
Value:
$638.2M(+11.0%)
92189H201
Shares:
14001(+0.0%)
Value:
$637.2M(-1.3%)
BOSTON SCIENTIFIC CORP
Shares:
6207(+3.3%)
Value:
$626.2M(+16.7%)
921932885
Shares:
6263(+0.0%)
Value:
$618.1M(-6.4%)
46138E511
Shares:
55074(-31.1%)
Value:
$617.9M(-32.9%)
78464A201
Shares:
7444(+13.6%)
Value:
$617.8M(+4.3%)