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 25 of 40
WELLTOWER INC.
WELL|95040Q104
Shares:
3678(+6.6%)
Value:
$563.5M(+29.6%)
UNITED RENTALS, INC.
URI|911363109
Shares:
896(+18.4%)
Value:
$561.4M(+5.3%)
78463X871
78463X871
Shares:
17543(-18.7%)
Value:
$560.7M(-16.1%)
MSCI Inc.
MSCI|55354G100
Shares:
985(+21.0%)
Value:
$556.8M(+13.9%)
808524755
FNDF|808524755
Shares:
15212(+18.4%)
Value:
$549.8M(+28.9%)
Cigna Group
CI|125523100
Shares:
1668(+1.4%)
Value:
$548.8M(+20.8%)
BERKLEY W R CORP
WRB|084423102
Shares:
7580(+17.5%)
Value:
$539.4M(+42.9%)
25434V815
25434V815
Shares:
19047(+0.0%)
Value:
$536.2M(-8.5%)
DOCUSIGN, INC.
DOCU|256163106
Shares:
6579(+1.9%)
Value:
$535.5M(-7.8%)
CAL-MAINE FOODS INC
CALM|128030202
Shares:
5849(-18.3%)
Value:
$531.7M(-27.9%)
MARTIN MARIETTA MATERIALS INC
MLM|573284106
Shares:
1107(-1.9%)
Value:
$529.1M(-9.2%)
CUMMINS INC
CMI|231021106
Shares:
1679(-11.0%)
Value:
$526.3M(-20.0%)
ASTRONICS CORP
ATRO|046433108
Shares:
21742(-0.2%)
Value:
$525.5M(+51.1%)
46138E784
46138E784
Shares:
25849(-11.1%)
Value:
$521.4M(-9.5%)
GE HealthCare Technologies Inc.
GEHC|36266G107
Shares:
6457(+9.2%)
Value:
$521.2M(+12.8%)
HP INC
HPQ|40434L105
Shares:
18733(-7.3%)
Value:
$518.9M(-21.3%)
M&T BANK CORP
MTB|55261F104
Shares:
2888(-4.4%)
Value:
$516.3M(-9.1%)
MARKEL GROUP INC.
MKL|570535104
Shares:
276(+3.8%)
Value:
$516.0M(+12.4%)
CEMEX SAB DE CV
CX|151290889
Shares:
91799(+0.0%)
Value:
$515.0M(-0.5%)
Invesco Value Municipal Income Trust
IIM|46132P108
Shares:
43000(+0.0%)
Value:
$514.7M(+0.7%)