Wealthspire Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001646247
- Manager Name
- Wealthspire Advisors, LLC
Data Enrichment
70% identified552 identified237 unidentified
Holdings
789 positions
Manager:
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Page 23 of 40
46641Q217
Shares:
12408(+0.0%)
Value:
$696.5M(+2.3%)
78468R739
Shares:
13617(-13.6%)
Value:
$648.2M(-13.2%)
78464A300
Shares:
8260(-0.7%)
Value:
$647.6M(-10.8%)
46138E719
Shares:
35498(+0.0%)
Value:
$641.1M(-0.1%)
92189H201
Shares:
14001(+0.0%)
Value:
$637.2M(-1.3%)
46138E511
Shares:
55074(-31.1%)
Value:
$617.9M(-32.9%)
78464A201
Shares:
7444(+13.6%)
Value:
$617.8M(+4.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.7K | QoQ -1.56% (-43) | All Managers (Combined) | $698.4K | ||
(cusip46641Q217)✕ | 12.4K | QoQ 0.00% (+0) | All Managers (Combined) | $696.5K | |
2.1K | QoQ +1.23% (+25)YoY NEW(+2.1K) | All Managers (Combined) | $694.3K | YoY NEW(+$694.3K) | |
Medtronic Plc(MDTcusipG5960L103) | 7.6K | All Managers (Combined) | $684.0K | ||
350 | QoQ -0.28% (-1)YoY -4.63% (-17) | All Managers (Combined) | $682.8K | ||
Teleflex Inc(TFXcusip879369106) | 4.9K | All Managers (Combined) | $680.3K | ||
Yum Brands Inc(YUMcusip988498101) | 4.3K | All Managers (Combined) | $679.0K | ||
3.0K | All Managers (Combined) | $662.7K | |||
(cusip78468R739)✕ | 13.6K | All Managers (Combined) | $648.2K | ||
(cusip78464A300)✕ | 8.3K | QoQ -0.74% (-62)YoY NEW(+8.3K) | All Managers (Combined) | $647.6K | YoY NEW(+$647.6K) |
10.5K | QoQ +1.10% (+115)YoY NEW(+10.5K) | All Managers (Combined) | $646.1K | YoY NEW(+$646.1K) | |
16.3K | All Managers (Combined) | $645.2K | |||
10.0K | All Managers (Combined) | $643.0K | |||
(cusip46138E719)✕ | 35.5K | QoQ 0.00% (-0)YoY NEW(+35.5K) | All Managers (Combined) | $641.1K | YoY NEW(+$641.1K) |
9.4K | All Managers (Combined) | $638.2K | |||
(cusip92189H201)✕ | 14.0K | QoQ 0.00% (-0)YoY NEW(+14.0K) | All Managers (Combined) | $637.2K | YoY NEW(+$637.2K) |
6.2K | All Managers (Combined) | $626.2K | |||
6.3K | QoQ +0.01% (-1) | All Managers (Combined) | $618.1K | ||
(cusip46138E511)✕ | 55.1K | All Managers (Combined) | $617.9K | ||
(cusip78464A201)✕ | 7.4K | YoY NEW(+7.4K) | All Managers (Combined) | $617.8K | YoY NEW(+$617.8K) |