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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ROCKWELL AUTOMATION, INC

ROK|773903109

2703(-1.6%)

Value:

$698.4M(-11.0%)

46641Q217

12408(+0.0%)

Value:

$696.5M(+2.3%)

CyberArk Software Ltd.

CYBR|M2682V108

2054(+1.2%)

Value:

$694.3M(+2.7%)

Medtronic plc

MDT|G5960L103

7612(+28.3%)

Value:

$684.0M(+44.3%)

MERCADOLIBRE INC

MELI|58733R102

350(-0.3%)

Value:

$682.8M(+14.4%)

TELEFLEX INC

TFX|879369106

4923(-2.5%)

Value:

$680.3M(-24.3%)

YUM BRANDS INC

YUM|988498101

4315(-6.3%)

Value:

$679.0M(+9.9%)

AMERICAN TOWER CORP /MA/

AMT|03027X100

3046(+6.1%)

Value:

$662.7M(+25.8%)

78468R739

13617(-13.6%)

Value:

$648.2M(-13.2%)

78464A300

8260(-0.7%)

Value:

$647.6M(-10.8%)

464287564

ICF|464287564

10500(+1.1%)

Value:

$646.1M(+3.2%)

Essential Utilities, Inc.

WTRG|29670G102

16322(+2.0%)

Value:

$645.2M(+11.1%)

ALLIANT ENERGY CORP

LNT|018802108

9993(+12.4%)

Value:

$643.0M(+22.3%)

46138E719

35498(+0.0%)

Value:

$641.1M(-0.1%)

KROGER CO

KR|501044101

9428(+0.3%)

Value:

$638.2M(+11.0%)

92189H201

14001(+0.0%)

Value:

$637.2M(-1.3%)

BOSTON SCIENTIFIC CORP

BSX|101137107

6207(+3.3%)

Value:

$626.2M(+16.7%)

921932885

IVOO|921932885

6263(+0.0%)

Value:

$618.1M(-6.4%)

46138E511

55074(-31.1%)

Value:

$617.9M(-32.9%)

78464A201

7444(+13.6%)

Value:

$617.8M(+4.3%)

Instrument	Shares		Other Manager	Value
Rockwell Automation, Inc(ROKcusip773903109)	2.7K	QoQ -1.56% (-43) YoY +24.73% (+536)	All Managers (Combined)	$698.4K	QoQ -11.00% (-$86.4K) YoY +10.62% (+$67.1K)
(cusip46641Q217)✕	12.4K	QoQ 0.00% (+0) YoY +8.88% (+1.0K)	All Managers (Combined)	$696.5K	QoQ +2.25% (+$15.4K) YoY +4.38% (+$29.3K)
Cyberark Software Ltd.(CYBRcusipM2682V108)	2.1K	QoQ +1.23% (+25) YoY NEW(+2.1K)	All Managers (Combined)	$694.3K	QoQ +2.70% (+$18.3K) YoY NEW(+$694.3K)
Medtronic Plc(MDTcusipG5960L103)	7.6K	QoQ +28.27% (+1.7K) YoY -23.32% (-2.3K)	All Managers (Combined)	$684.0K	QoQ +44.30% (+$210.0K) YoY -20.93% (-$181.1K)
Mercadolibre Inc(MELIcusip58733R102)	350	QoQ -0.28% (-1) YoY -4.63% (-17)	All Managers (Combined)	$682.8K	QoQ +14.40% (-$86.0K) YoY +23.05% (-$127.9K)
Teleflex Inc(TFXcusip879369106)	4.9K	QoQ -2.47% (-125) YoY -21.67% (-1.4K)	All Managers (Combined)	$680.3K	QoQ -24.27% (-$218.1K) YoY -52.14% (-$741.2K)
Yum Brands Inc(YUMcusip988498101)	4.3K	QoQ -6.29% (-290) YoY -11.17% (-543)	All Managers (Combined)	$679.0K	QoQ +9.90% (-$61.2K) YoY +0.80% (-$5.4K)
American Tower Corp /Ma/(AMTcusip03027X100)	3.0K	QoQ +6.09% (+175) YoY +107.21% (+1.6K)	All Managers (Combined)	$662.7K	QoQ +25.83% (+$136.1K) YoY +128.10% (+$372.2K)
(cusip78468R739)✕	13.6K	QoQ -13.60% (-2.1K) YoY -22.86% (-4.0K)	All Managers (Combined)	$648.2K	QoQ -13.22% (-$98.8K) YoY -22.60% (-$189.3K)
(cusip78464A300)✕	8.3K	QoQ -0.74% (-62) YoY NEW(+8.3K)	All Managers (Combined)	$647.6K	QoQ -10.80% (-$78.5K) YoY NEW(+$647.6K)
(ICFcusip464287564)	10.5K	QoQ +1.10% (+115) YoY NEW(+10.5K)	All Managers (Combined)	$646.1K	QoQ +3.24% (+$20.3K) YoY NEW(+$646.1K)
Essential Utilities, Inc.(WTRGcusip29670G102)	16.3K	QoQ +2.04% (+327) YoY -14.86% (-2.9K)	All Managers (Combined)	$645.2K	QoQ +11.06% (+$64.3K) YoY -9.17% (-$65.2K)
Alliant Energy Corp(LNTcusip018802108)	10.0K	QoQ +12.36% (+1.1K) YoY +16.63% (+1.4K)	All Managers (Combined)	$643.0K	QoQ +22.25% (+$117.1K) YoY +48.91% (+$211.2K)
(cusip46138E719)✕	35.5K	QoQ 0.00% (-0) YoY NEW(+35.5K)	All Managers (Combined)	$641.1K	QoQ -0.11% (-$710) YoY NEW(+$641.1K)
Kroger Co(KRcusip501044101)	9.4K	QoQ +0.30% (+29) YoY +30.94% (+2.2K)	All Managers (Combined)	$638.2K	QoQ +11.03% (+$63.4K) YoY +55.13% (+$226.8K)
(cusip92189H201)✕	14.0K	QoQ 0.00% (-0) YoY NEW(+14.0K)	All Managers (Combined)	$637.2K	QoQ -1.27% (-$8.3K) YoY NEW(+$637.2K)
Boston Scientific Corp(BSXcusip101137107)	6.2K	QoQ +3.29% (+198) YoY +65.69% (+2.5K)	All Managers (Combined)	$626.2K	QoQ +16.66% (+$89.4K) YoY +144.04% (+$369.6K)
(IVOOcusip921932885)	6.3K	QoQ +0.01% (-1) YoY +10.24% (+582)	All Managers (Combined)	$618.1K	QoQ -6.43% (-$42.5K) YoY +5.62% (+$32.9K)
(cusip46138E511)✕	55.1K	QoQ -31.06% (-24.8K) YoY -52.97% (-62.0K)	All Managers (Combined)	$617.9K	QoQ -32.91% (-$303.2K) YoY -55.58% (-$773.3K)
(cusip78464A201)✕	7.4K	QoQ +13.56% (+889) YoY NEW(+7.4K)	All Managers (Combined)	$617.8K	QoQ +4.32% (+$25.6K) YoY NEW(+$617.8K)