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",
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  "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",
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  "QCOM",
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  null,
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  null,
  null,
  null,
  "LAMR",
  null,
  "ISRG",
  null,
  null,
  "HUBS",
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  "ITW",
  "IDA",
  "INGR",
  "AMAT",
  "EMR",
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  null,
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  null,
  "VKQ",
  "IIM",
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  "RMTI",
  "SSP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "STEM",
  null,
  null,
  "ENX",
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  null,
  null,
  null,
  null,
  null,
  "NDMO",
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  null,
  null,
  null,
  null,
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  null,
  "LIN",
  null,
  null,
  "L",
  null,
  null,
  null,
  "DHF",
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  null,
  null,
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  "PWR",
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  null,
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  null,
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  "GE",
  "GPC",
  null,
  "ICUI",
  "HIG",
  "HES",
  "HRL",
  "NVS",
  "OXY",
  null,
  null,
  "ORLY",
  null,
  "ADM",
  null,
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
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  "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",
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  "PEP",
  "PNC",
  null,
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  "IEMG",
  "IJK",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  null,
  "ECL",
  "NVDA",
  "GS",
  null,
  "ENB",
  "INTC",
  "GEHC",
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  null,
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  "PG",
  null,
  "MRK",
  "VZ",
  null,
  null,
  null,
  "LPLA",
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  "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",
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  "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",
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  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "CYBR",
  "DHR",
  "DE",
  "FANG",
  null,
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  "DFAX",
  "DFAC",
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  "DOCU",
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  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
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  "NEE",
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  "MAR",
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  "ETN",
  "GOOG",
  "XOM",
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  "LLY",
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  "MEC",
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  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
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  "URI",
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  "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

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ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:2.7K

Value:$698.4K

% of Portfolio:0.0% ($698.4K/$10.1B)

46641Q217

Shares:12.4K

Value:$696.5K

% of Portfolio:0.0% ($696.5K/$10.1B)

CyberArk Software Ltd.

CYBR|M2682V108

Shares:2.1K

Value:$694.3K

% of Portfolio:0.0% ($694.3K/$10.1B)

Medtronic plc

MDT|G5960L103

Shares:7.6K

Value:$684.0K

% of Portfolio:0.0% ($684.0K/$10.1B)

MERCADOLIBRE INC

MELI|58733R102

Shares:350

Value:$682.8K

% of Portfolio:0.0% ($682.8K/$10.1B)

TELEFLEX INC

TFX|879369106

Shares:4.9K

Value:$680.3K

% of Portfolio:0.0% ($680.3K/$10.1B)

YUM BRANDS INC

YUM|988498101

Shares:4.3K

Value:$679.0K

% of Portfolio:0.0% ($679.0K/$10.1B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:3.0K

Value:$662.7K

% of Portfolio:0.0% ($662.7K/$10.1B)

78468R739

Shares:13.6K

Value:$648.2K

% of Portfolio:0.0% ($648.2K/$10.1B)

78464A300

Shares:8.3K

Value:$647.6K

% of Portfolio:0.0% ($647.6K/$10.1B)

464287564

ICF|464287564

Shares:10.5K

Value:$646.1K

% of Portfolio:0.0% ($646.1K/$10.1B)

Essential Utilities, Inc.

WTRG|29670G102

Shares:16.3K

Value:$645.2K

% of Portfolio:0.0% ($645.2K/$10.1B)

ALLIANT ENERGY CORP

LNT|018802108

Shares:10.0K

Value:$643.0K

% of Portfolio:0.0% ($643.0K/$10.1B)

46138E719

Shares:35.5K

Value:$641.1K

% of Portfolio:0.0% ($641.1K/$10.1B)

KROGER CO

KR|501044101

Shares:9.4K

Value:$638.2K

% of Portfolio:0.0% ($638.2K/$10.1B)

92189H201

Shares:14.0K

Value:$637.2K

% of Portfolio:0.0% ($637.2K/$10.1B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:6.2K

Value:$626.2K

% of Portfolio:0.0% ($626.2K/$10.1B)

921932885

IVOO|921932885

Shares:6.3K

Value:$618.1K

% of Portfolio:0.0% ($618.1K/$10.1B)

46138E511

Shares:55.1K

Value:$617.9K

% of Portfolio:0.0% ($617.9K/$10.1B)

78464A201

Shares:7.4K

Value:$617.8K

% of Portfolio:0.0% ($617.8K/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	2.7K	QoQ -1.56% (-43) YoY +24.73% (+536)	All Managers (Combined)	$698.4K	0.0% ($698.4K/$10.1B)	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	0.0% ($696.5K/$10.1B)	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	0.0% ($694.3K/$10.1B)	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	0.0% ($684.0K/$10.1B)	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	0.0% ($682.8K/$10.1B)	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	0.0% ($680.3K/$10.1B)	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	0.0% ($679.0K/$10.1B)	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	0.0% ($662.7K/$10.1B)	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	0.0% ($648.2K/$10.1B)	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	0.0% ($647.6K/$10.1B)	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	0.0% ($646.1K/$10.1B)	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	0.0% ($645.2K/$10.1B)	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	0.0% ($643.0K/$10.1B)	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	0.0% ($641.1K/$10.1B)	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	0.0% ($638.2K/$10.1B)	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	0.0% ($637.2K/$10.1B)	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	0.0% ($626.2K/$10.1B)	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	0.0% ($618.1K/$10.1B)	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	0.0% ($617.9K/$10.1B)	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	0.0% ($617.8K/$10.1B)	QoQ +4.32% (+$25.6K) YoY NEW(+$617.8K)