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 25 of 40
78463X871
Shares:
17543(-18.7%)
Value:
$560.7M(-16.1%)
25434V815
Shares:
19047(+0.0%)
Value:
$536.2M(-8.5%)
46138E784
Shares:
25849(-11.1%)
Value:
$521.4M(-9.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Welltower Inc.(WELLcusip95040Q104) | 3.7K | QoQ +6.57% (+227)YoY NEW(+3.7K) | All Managers (Combined) | $563.5K | YoY NEW(+$563.5K) |
896 | All Managers (Combined) | $561.4K | |||
(cusip78463X871)✕ | 17.5K | YoY NEW(+17.5K) | All Managers (Combined) | $560.7K | YoY NEW(+$560.7K) |
985 | All Managers (Combined) | $556.8K | |||
15.2K | YoY NEW(+15.2K) | All Managers (Combined) | $549.8K | YoY NEW(+$549.8K) | |
Cigna Group(CIcusip125523100) | 1.7K | QoQ +1.39% (+23) | All Managers (Combined) | $548.8K | |
Berkley W R Corp(WRBcusip084423102) | 7.6K | YoY NEW(+7.6K) | All Managers (Combined) | $539.4K | YoY NEW(+$539.4K) |
(cusip25434V815)✕ | 19.0K | QoQ 0.00% (-0)YoY NEW(+19.0K) | All Managers (Combined) | $536.2K | YoY NEW(+$536.2K) |
Docusign, Inc.(DOCUcusip256163106) | 6.6K | QoQ +1.88% (-122)YoY NEW(+6.6K) | All Managers (Combined) | $535.5K | YoY NEW(+$535.5K) |
5.8K | All Managers (Combined) | $531.7K | |||
1.1K | QoQ -1.86% (-21)YoY +5.22% (-55) | All Managers (Combined) | $529.1K | ||
Cummins Inc(CMIcusip231021106) | 1.7K | All Managers (Combined) | $526.3K | ||
Astronics Corp(ATROcusip046433108) | 21.7K | All Managers (Combined) | $525.5K | ||
(cusip46138E784)✕ | 25.8K | YoY NEW(+25.8K) | All Managers (Combined) | $521.4K | YoY NEW(+$521.4K) |
6.5K | All Managers (Combined) | $521.2K | |||
18.7K | All Managers (Combined) | $518.9K | |||
M&T Bank Corp(MTBcusip55261F104) | 2.9K | All Managers (Combined) | $516.3K | ||
276 | QoQ +3.75% (+10)YoY NEW(+276) | All Managers (Combined) | $516.0K | YoY NEW(+$516.0K) | |
Cemex Sab De Cv(CXcusip151290889) | 91.8K | All Managers (Combined) | $515.0K | ||
43.0K | QoQ 0.00% (+0)YoY NEW(+43.0K) | All Managers (Combined) | $514.7K | YoY NEW(+$514.7K) |