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 24 of 40
46435UAA9
46435UAA9
Shares:
25491(+0.0%)
Value:
$616.4M(+0.9%)
Blackstone Secured Lending Fund
BXSL|09261X102
Shares:
18882(-1.8%)
Value:
$611.0M(-1.7%)
ROPER TECHNOLOGIES INC
ROP|776696106
Shares:
1025(-5.7%)
Value:
$604.3M(+6.9%)
MICROSTRATEGY Inc
MSTR|594972408
Shares:
2072(+13.5%)
Value:
$597.2M(+12.9%)
92204A306
VDE|92204A306
Shares:
4601(-1.2%)
Value:
$596.7M(+5.6%)
CHURCH & DWIGHT CO INC /DE/
CHD|171340102
Shares:
5408(+0.2%)
Value:
$595.4M(+5.4%)
CHIPOTLE MEXICAN GRILL INC
CMG|169656105
Shares:
11855(-0.5%)
Value:
$595.3M(-17.1%)
166668103
166668103
Shares:
538(+0.0%)
Value:
$595.2M(-1.7%)
BANK OF MONTREAL /CAN/
BMO|063671101
Shares:
6230(-2.0%)
Value:
$595.1M(-3.5%)
SYSCO CORP
SYY|871829107
Shares:
7916(+8.6%)
Value:
$594.0M(+6.6%)
464286392
464286392
Shares:
3866(+0.0%)
Value:
$592.2M(-1.5%)
ENTERGY CORP /DE/
ETR|29364G103
Shares:
6888(-1.7%)
Value:
$588.9M(+10.8%)
UGI CORP /PA/
UGI|902681105
Shares:
17574(+1.9%)
Value:
$581.2M(+19.3%)
LOUISIANA-PACIFIC CORP
LPX|546347105
Shares:
6292(+3.3%)
Value:
$578.7M(-8.3%)
37954Y293
37954Y293
Shares:
9055(+8.5%)
Value:
$577.8M(+14.3%)
921932828
921932828
Shares:
5956(+0.0%)
Value:
$574.8M(-9.0%)
QUEST DIAGNOSTICS INC
DGX|74834L100
Shares:
3382(-8.4%)
Value:
$572.2M(+2.7%)
BROOKFIELD Corp /ON/
BN.TO|11271J107
Shares:
10901(-0.8%)
Value:
$571.3M(-9.5%)
Nuveen Quality Municipal Income Fund
NAD|67066V101
Shares:
49552
Value:
$570.8M
Employers Holdings, Inc.
EIG|292218104
Shares:
11242(+0.1%)
Value:
$569.3M(-1.1%)