Wealthspire-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "JOBY",
  "ARES",
  "INSP",
  null,
  "GDX",
  "RRX",
  "POOL",
  null,
  null,
  null,
  null,
  null,
  null,
  "OSK",
  null,
  "PLXS",
  "MGEE",
  "TROW",
  "RJF",
  null,
  "LOAR",
  null,
  "SMCI",
  null,
  "FWONK",
  "SNOW",
  "MU",
  "ANVS",
  "FNDF",
  "ACN",
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "APD",
  "BABA",
  "MTRN",
  "JLL",
  "VONG",
  null,
  "ALL",
  null,
  "GOOGL",
  "PXF",
  "VDE",
  "RIG",
  "AXP",
  null,
  null,
  "NMZ",
  null,
  "ASML",
  "T",
  "BLK",
  null,
  "GLTR",
  null,
  null,
  null,
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CLS",
  "BRO",
  "KMX",
  null,
  "BDJ",
  "CII",
  "WRB",
  "BSX",
  null,
  "STEW",
  null,
  null,
  "DBEF",
  "COF",
  null,
  "CMI",
  "CTO",
  null,
  null,
  null,
  "DUK",
  "NUV",
  "EIM",
  "D",
  "NAD",
  "MLCO",
  "PTY",
  "ESS",
  "RXRX",
  "UTG",
  "RL",
  "WTRG",
  "FRT",
  "EXPE",
  null,
  null,
  "NRK",
  null,
  "FCX",
  "CION",
  "GD",
  "GILD",
  "GIS",
  null,
  "AUID",
  null,
  "XAIR",
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  "AZN",
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  "RPM",
  null,
  null,
  null,
  null,
  "UNP",
  "FEMY",
  "EXFY",
  "QCOM",
  "GALT",
  null,
  "FLL",
  "OSCR",
  null,
  null,
  null,
  "LAMR",
  null,
  "ISRG",
  null,
  null,
  "HUBS",
  "HWM",
  "ITW",
  "IDA",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "LNKB",
  null,
  "VKQ",
  "IIM",
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  "RMTI",
  "SSP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "STEM",
  null,
  null,
  "ENX",
  "CEV",
  null,
  null,
  null,
  null,
  null,
  "NDMO",
  "KMI",
  null,
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "ICF",
  "IWS",
  null,
  "LIN",
  null,
  null,
  "L",
  null,
  null,
  null,
  "DHF",
  "BFIN",
  "EVM",
  null,
  null,
  "EGHT",
  "MAV",
  "MPC",
  "MMC",
  "TLRY",
  "PWR",
  "MA",
  "MDT",
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "DX",
  "TMUS",
  "EXC",
  "EVRG",
  "FICO",
  null,
  "FIS",
  "GE",
  "GPC",
  null,
  "ICUI",
  "HIG",
  "HES",
  "HRL",
  "NVS",
  "OXY",
  null,
  null,
  "ORLY",
  null,
  "ADM",
  null,
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  null,
  "ECL",
  "NVDA",
  "GS",
  null,
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  null,
  null,
  "LPLA",
  "MKC",
  "AMGN",
  null,
  "MSTR",
  null,
  "DGX",
  "REGN",
  null,
  "FNDX",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "RS",
  "ROP",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  null,
  "TDG",
  "TFC",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "VSEC",
  "DTM",
  "VXF",
  "VV",
  "RCL",
  "EIG",
  "VOE",
  "OGE",
  "SCHW",
  "MNST",
  "BMRC",
  "IVOO",
  "PAG",
  null,
  "ACWV",
  "PNW",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  "IWV",
  null,
  "LPX",
  null,
  "PRF",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "ATRO",
  "IWO",
  "SU",
  "WY",
  "MTD",
  "GMED",
  "IWN",
  null,
  "GBTG",
  null,
  null,
  null,
  "TSM",
  "IT",
  null,
  null,
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  null,
  "VYM",
  null,
  "DD",
  "VRTX",
  "EW",
  "TT",
  null,
  "MMS",
  "SAIC",
  "LECO",
  "NFG",
  "MUSA",
  "UGI",
  "VOYA",
  "ATO",
  "ADSK",
  "AON",
  "ACGL",
  null,
  "AVY",
  "USFD",
  "AFL",
  "UBSI",
  "AXON",
  "APH",
  "AMD",
  "EL",
  "SDY",
  "FI",
  "DOV",
  "IP",
  "F",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "HSIC",
  "IR",
  "OPCH",
  "DHY",
  "GSLC",
  "CAH",
  "AEP",
  "EPAC",
  "ECOR",
  "GAME",
  "EVLV",
  "ES",
  null,
  null,
  "IPG",
  null,
  null,
  null,
  "IDXX",
  null,
  "PEG",
  "NVO",
  "DHI",
  null,
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  "TTWO",
  "IVE",
  null,
  "SIRI",
  null,
  "LUV",
  null,
  null,
  null,
  null,
  "ESGD",
  null,
  "DKS",
  null,
  "FNB",
  "TPL",
  null,
  null,
  null,
  "BBCA",
  "OGS",
  "SG",
  null,
  null,
  null,
  null,
  "VEU",
  "VPL",
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  null,
  null,
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  null,
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "VIST",
  "PET",
  "WBD",
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  "WRAP",
  "WPC",
  "XEL",
  "WDAY",
  "YUM",
  "Z",
  "IUSG",
  "ZIMV",
  null,
  "SOLV",
  "ADC",
  null,
  null,
  "LNT",
  null,
  "BBEU",
  "DTE",
  null,
  "CART",
  "MTB",
  "AEM",
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
  null,
  "SCHF",
  "SCHA",
  "MSCI",
  "KVYO",
  "NSC",
  null,
  "LBRDK",
  "JCI",
  "NXPI",
  "LH",
  "MFC",
  "MKL",
  null,
  "SO",
  "SON",
  "SJM",
  null,
  "OTIS",
  "SW",
  "PSX",
  "ROL",
  "CRM",
  null,
  null,
  "RDDT",
  "SYY",
  "DIA",
  "TFX",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  null,
  null,
  "IUSV",
  null,
  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  null,
  "SPYV",
  "GWW",
  null,
  "ESGU",
  null,
  "PSA",
  null,
  "FDX",
  "AME",
  null,
  "STE",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BBD",
  "BMO",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BA",
  null,
  "BMY",
  "BR",
  "CACI",
  "BHRB",
  "BYRN",
  "CALM",
  "CZR",
  "CCJ",
  "CDNS",
  "CARR",
  "CBNK",
  "CBRE",
  "CDW",
  "CAVA",
  "CPRX",
  "CX",
  "CNP",
  "CPK",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CWEN",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "CMC",
  "COP",
  "CEG",
  "CPRT",
  "CORT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "CYBR",
  "DHR",
  "DE",
  "FANG",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DDS",
  "DFS",
  "DLR",
  "DOCU",
  "DCI",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "VMC",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "MEC",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: wealthspire-advisors
Manager Name: Wealthspire-Advisors

Data Enrichment

70% identified

552 identified237 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

789 positions • $10.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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WELLTOWER INC.

WELL|95040Q104

Shares:3.7K

Value:$563.5K

% of Portfolio:0.0% ($563.5K/$10.1B)

UNITED RENTALS, INC.

URI|911363109

Shares:896

Value:$561.4K

% of Portfolio:0.0% ($561.4K/$10.1B)

78463X871

Shares:17.5K

Value:$560.7K

% of Portfolio:0.0% ($560.7K/$10.1B)

MSCI Inc.

MSCI|55354G100

Shares:985

Value:$556.8K

% of Portfolio:0.0% ($556.8K/$10.1B)

808524755

FNDF|808524755

Shares:15.2K

Value:$549.8K

% of Portfolio:0.0% ($549.8K/$10.1B)

Cigna Group

CI|125523100

Shares:1.7K

Value:$548.8K

% of Portfolio:0.0% ($548.8K/$10.1B)

BERKLEY W R CORP

WRB|084423102

Shares:7.6K

Value:$539.4K

% of Portfolio:0.0% ($539.4K/$10.1B)

25434V815

Shares:19.0K

Value:$536.2K

% of Portfolio:0.0% ($536.2K/$10.1B)

DOCUSIGN, INC.

DOCU|256163106

Shares:6.6K

Value:$535.5K

% of Portfolio:0.0% ($535.5K/$10.1B)

CAL-MAINE FOODS INC

CALM|128030202

Shares:5.8K

Value:$531.7K

% of Portfolio:0.0% ($531.7K/$10.1B)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:1.1K

Value:$529.1K

% of Portfolio:0.0% ($529.1K/$10.1B)

CUMMINS INC

CMI|231021106

Shares:1.7K

Value:$526.3K

% of Portfolio:0.0% ($526.3K/$10.1B)

ASTRONICS CORP

ATRO|046433108

Shares:21.7K

Value:$525.5K

% of Portfolio:0.0% ($525.5K/$10.1B)

46138E784

Shares:25.8K

Value:$521.4K

% of Portfolio:0.0% ($521.4K/$10.1B)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:6.5K

Value:$521.2K

% of Portfolio:0.0% ($521.2K/$10.1B)

HP INC

HPQ|40434L105

Shares:18.7K

Value:$518.9K

% of Portfolio:0.0% ($518.9K/$10.1B)

M&T BANK CORP

MTB|55261F104

Shares:2.9K

Value:$516.3K

% of Portfolio:0.0% ($516.3K/$10.1B)

MARKEL GROUP INC.

MKL|570535104

Shares:276

Value:$516.0K

% of Portfolio:0.0% ($516.0K/$10.1B)

CEMEX SAB DE CV

CX|151290889

Shares:91.8K

Value:$515.0K

% of Portfolio:0.0% ($515.0K/$10.1B)

Invesco Value Municipal Income Trust

IIM|46132P108

Shares:43.0K

Value:$514.7K

% of Portfolio:0.0% ($514.7K/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
WELLTOWER INC.(WELLcusip95040Q104)	3.7K	QoQ +6.57% (+227) YoY NEW(+3.7K)	All Managers (Combined)	$563.5K	0.0% ($563.5K/$10.1B)	QoQ +29.56% (+$128.6K) YoY NEW(+$563.5K)
UNITED RENTALS, INC.(URIcusip911363109)	896	QoQ +18.36% (+139) YoY +44.05% (+274)	All Managers (Combined)	$561.4K	0.0% ($561.4K/$10.1B)	QoQ +5.30% (+$28.3K) YoY +25.16% (+$112.9K)
(cusip78463X871)✕	17.5K	QoQ -18.68% (-4.0K) YoY NEW(+17.5K)	All Managers (Combined)	$560.7K	0.0% ($560.7K/$10.1B)	QoQ -16.12% (-$107.8K) YoY NEW(+$560.7K)
MSCI Inc.(MSCIcusip55354G100)	985	QoQ +21.00% (+171) YoY -19.12% (-233)	All Managers (Combined)	$556.8K	0.0% ($556.8K/$10.1B)	QoQ +13.95% (+$68.2K) YoY -18.41% (-$125.7K)
(FNDFcusip808524755)	15.2K	QoQ +18.44% (+2.4K) YoY NEW(+15.2K)	All Managers (Combined)	$549.8K	0.0% ($549.8K/$10.1B)	QoQ +28.89% (+$123.2K) YoY NEW(+$549.8K)
Cigna Group(CIcusip125523100)	1.7K	QoQ +1.39% (+23) YoY -15.20% (-299)	All Managers (Combined)	$548.8K	0.0% ($548.8K/$10.1B)	QoQ +20.82% (+$94.6K) YoY -23.18% (-$165.6K)
BERKLEY W R CORP(WRBcusip084423102)	7.6K	QoQ +17.48% (+1.1K) YoY NEW(+7.6K)	All Managers (Combined)	$539.4K	0.0% ($539.4K/$10.1B)	QoQ +42.85% (+$161.8K) YoY NEW(+$539.4K)
(cusip25434V815)✕	19.0K	QoQ 0.00% (-0) YoY NEW(+19.0K)	All Managers (Combined)	$536.2K	0.0% ($536.2K/$10.1B)	QoQ -8.54% (-$50.1K) YoY NEW(+$536.2K)
DOCUSIGN, INC.(DOCUcusip256163106)	6.6K	QoQ +1.88% (-122) YoY NEW(+6.6K)	All Managers (Combined)	$535.5K	0.0% ($535.5K/$10.1B)	QoQ -7.78% (-$45.2K) YoY NEW(+$535.5K)
CAL-MAINE FOODS INC(CALMcusip128030202)	5.8K	QoQ -18.31% (-1.3K) YoY -38.13% (-3.6K)	All Managers (Combined)	$531.7K	0.0% ($531.7K/$10.1B)	QoQ -27.85% (-$205.2K) YoY -4.43% (-$24.7K)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	1.1K	QoQ -1.86% (-21) YoY +5.22% (-55)	All Managers (Combined)	$529.1K	0.0% ($529.1K/$10.1B)	QoQ -9.20% (-$53.6K) YoY -18.07% (-$116.7K)
CUMMINS INC(CMIcusip231021106)	1.7K	QoQ -11.02% (-208) YoY -12.04% (-230)	All Managers (Combined)	$526.3K	0.0% ($526.3K/$10.1B)	QoQ -19.99% (-$131.5K) YoY -6.43% (-$36.2K)
ASTRONICS CORP(ATROcusip046433108)	21.7K	QoQ -0.21% (-47) YoY +42.42% (+6.5K)	All Managers (Combined)	$525.5K	0.0% ($525.5K/$10.1B)	QoQ +51.11% (-$177.8K) YoY +80.79% (+$234.8K)
(cusip46138E784)✕	25.8K	QoQ -11.09% (-3.2K) YoY NEW(+25.8K)	All Managers (Combined)	$521.4K	0.0% ($521.4K/$10.1B)	QoQ -9.52% (-$54.9K) YoY NEW(+$521.4K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	6.5K	QoQ +9.21% (+545) YoY +20.17% (+1.1K)	All Managers (Combined)	$521.2K	0.0% ($521.2K/$10.1B)	QoQ +12.75% (+$58.9K) YoY +6.69% (+$32.7K)
HP INC(HPQcusip40434L105)	18.7K	QoQ -7.28% (-1.5K) YoY -18.93% (-4.4K)	All Managers (Combined)	$518.9K	0.0% ($518.9K/$10.1B)	QoQ -21.31% (-$140.6K) YoY -25.71% (-$179.6K)
M&T BANK CORP(MTBcusip55261F104)	2.9K	QoQ -4.43% (-134) YoY -30.66% (-1.3K)	All Managers (Combined)	$516.3K	0.0% ($516.3K/$10.1B)	QoQ -9.14% (-$51.9K) YoY -14.76% (-$89.5K)
MARKEL GROUP INC.(MKLcusip570535104)	276	QoQ +3.75% (+10) YoY NEW(+276)	All Managers (Combined)	$516.0K	0.0% ($516.0K/$10.1B)	QoQ +12.37% (+$56.8K) YoY NEW(+$516.0K)
CEMEX SAB DE CV(CXcusip151290889)	91.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$515.0K	0.0% ($515.0K/$10.1B)	QoQ -0.53% (-$2.8K) YoY -37.73% (-$312.1K)
Invesco Value Municipal Income Trust(IIMcusip46132P108)	43.0K	QoQ 0.00% (+0) YoY NEW(+43.0K)	All Managers (Combined)	$514.7K	0.0% ($514.7K/$10.1B)	QoQ +0.67% (+$3.4K) YoY NEW(+$514.7K)