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 24 of 40
46435UAA9
Shares:
25491(+0.0%)
Value:
$616.4M(+0.9%)
166668103
Shares:
538(+0.0%)
Value:
$595.2M(-1.7%)
464286392
Shares:
3866(+0.0%)
Value:
$592.2M(-1.5%)
37954Y293
Shares:
9055(+8.5%)
Value:
$577.8M(+14.3%)
921932828
Shares:
5956(+0.0%)
Value:
$574.8M(-9.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46435UAA9)✕ | 25.5K | QoQ 0.00% (+0)YoY NEW(+25.5K) | All Managers (Combined) | $616.4K | YoY NEW(+$616.4K) |
18.9K | QoQ -1.81% (-350)YoY 0.00% (+0) | All Managers (Combined) | $611.0K | ||
1.0K | QoQ -5.70% (-62) | All Managers (Combined) | $604.3K | ||
2.1K | All Managers (Combined) | $597.2K | |||
4.6K | QoQ -1.20% (-56) | All Managers (Combined) | $596.7K | ||
5.4K | All Managers (Combined) | $595.4K | |||
11.9K | All Managers (Combined) | $595.3K | |||
(cusip166668103)✕ | 538 | QoQ 0.00% (-0)YoY NEW(+538) | All Managers (Combined) | $595.2K | YoY NEW(+$595.2K) |
6.2K | QoQ -1.96% (-125)YoY NEW(+6.2K) | All Managers (Combined) | $595.1K | YoY NEW(+$595.1K) | |
Sysco Corp(SYYcusip871829107) | 7.9K | QoQ +8.60% (+627)YoY +0.81% (-64) | All Managers (Combined) | $594.0K | |
(cusip464286392)✕ | 3.9K | QoQ 0.00% (-0)YoY NEW(+3.9K) | All Managers (Combined) | $592.2K | YoY NEW(+$592.2K) |
6.9K | All Managers (Combined) | $588.9K | |||
Ugi Corp /Pa/(UGIcusip902681105) | 17.6K | QoQ +1.87% (+323)YoY -3.98% (-729) | All Managers (Combined) | $581.2K | |
6.3K | QoQ +3.28% (-200)YoY +6.40% (+379) | All Managers (Combined) | $578.7K | ||
(cusip37954Y293)✕ | 9.1K | QoQ +8.50% (+710)YoY NEW(+9.1K) | All Managers (Combined) | $577.8K | YoY NEW(+$577.8K) |
(cusip921932828)✕ | 6.0K | QoQ 0.00% (-0) | All Managers (Combined) | $574.8K | |
3.4K | All Managers (Combined) | $572.2K | |||
10.9K | QoQ -0.84% (-93)YoY NEW(+10.9K) | All Managers (Combined) | $571.3K | YoY NEW(+$571.3K) | |
49.6K | QoQ NEW(+49.6K) YoY NEW(+49.6K) | All Managers (Combined) | $570.8K | QoQ NEW(+$570.8K) YoY NEW(+$570.8K) | |
11.2K | QoQ +0.09% (-11)YoY +1.28% (+143) | All Managers (Combined) | $569.3K |