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 26 of 40
316092600
Shares:
7528(+0.0%)
Value:
$514.3M(+4.5%)
464288679
Shares:
4627(+87.8%)
Value:
$511.1M(+88.4%)
464287762
Shares:
8160(-1.8%)
Value:
$496.8M(+2.6%)
37960A669
Shares:
23558(+2.8%)
Value:
$494.0M(+4.6%)
315948109
Shares:
6817(-0.1%)
Value:
$490.6M(-11.8%)
46438R105
Shares:
34509(+63.6%)
Value:
$476.9M(-10.6%)
46429B747
Shares:
4605
Value:
$476.5M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip316092600)✕ | 7.5K | QoQ 0.00% (+0)YoY NEW(+7.5K) | All Managers (Combined) | $514.3K | YoY NEW(+$514.3K) |
16.5K | QoQ -3.93% (-675)YoY +6.05% (+942) | All Managers (Combined) | $514.0K | ||
(cusip464288679)✕ | 4.6K | All Managers (Combined) | $511.1K | ||
5.8K | All Managers (Combined) | $501.6K | |||
1.6K | YoY NEW(+1.6K) | All Managers (Combined) | $500.8K | YoY NEW(+$500.8K) | |
(cusip464287762)✕ | 8.2K | All Managers (Combined) | $496.8K | ||
(cusip37960A669)✕ | 23.6K | All Managers (Combined) | $494.0K | ||
1.7K | YoY NEW(+1.7K) | All Managers (Combined) | $492.5K | YoY NEW(+$492.5K) | |
(cusip315948109)✕ | 6.8K | QoQ -0.07% (-5)YoY NEW(+6.8K) | All Managers (Combined) | $490.6K | YoY NEW(+$490.6K) |
Weyerhaeuser Co(WYcusip962166104) | 16.7K | All Managers (Combined) | $488.0K | ||
71.8K | QoQ 0.00% (-0) | All Managers (Combined) | $487.0K | ||
22.1K | All Managers (Combined) | $486.8K | |||
398.4K | All Managers (Combined) | $486.0K | |||
1.9K | QoQ -6.53% (-133)YoY NEW(+1.9K) | All Managers (Combined) | $483.1K | YoY NEW(+$483.1K) | |
1.8K | QoQ +0.57% (+10) | All Managers (Combined) | $479.6K | ||
11.1K | QoQ 0.00% (+0)YoY NEW(+11.1K) | All Managers (Combined) | $479.1K | YoY NEW(+$479.1K) | |
(cusip46438R105)✕ | 34.5K | YoY NEW(+34.5K) | All Managers (Combined) | $476.9K | YoY NEW(+$476.9K) |
(cusip46429B747)✕ | 4.6K | QoQ NEW(+4.6K) YoY NEW(+4.6K) | All Managers (Combined) | $476.5K | QoQ NEW(+$476.5K) YoY NEW(+$476.5K) |
10.3K | All Managers (Combined) | $476.0K | |||
Donaldson Co Inc(DCIcusip257651109) | 7.0K | QoQ -0.12% (-9) | All Managers (Combined) | $469.2K |