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",
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  "IWS",
  null,
  "LIN",
  null,
  null,
  "L",
  null,
  null,
  null,
  "DHF",
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  "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

Page 26 of 40

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316092600

Shares:7.5K

Value:$514.3K

% of Portfolio:0.0% ($514.3K/$10.1B)

MANULIFE FINANCIAL CORP

MFC|56501R106

Shares:16.5K

Value:$514.0K

% of Portfolio:0.0% ($514.0K/$10.1B)

464288679

Shares:4.6K

Value:$511.1K

% of Portfolio:0.0% ($511.1K/$10.1B)

MICRON TECHNOLOGY INC

MU|595112103

Shares:5.8K

Value:$501.6K

% of Portfolio:0.0% ($501.6K/$10.1B)

ANSYS INC

ANSS|03662Q105

Shares:1.6K

Value:$500.8K

% of Portfolio:0.0% ($500.8K/$10.1B)

464287762

Shares:8.2K

Value:$496.8K

% of Portfolio:0.0% ($496.8K/$10.1B)

37960A669

Shares:23.6K

Value:$494.0K

% of Portfolio:0.0% ($494.0K/$10.1B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.7K

Value:$492.5K

% of Portfolio:0.0% ($492.5K/$10.1B)

315948109

Shares:6.8K

Value:$490.6K

% of Portfolio:0.0% ($490.6K/$10.1B)

WEYERHAEUSER CO

WY|962166104

Shares:16.7K

Value:$488.0K

% of Portfolio:0.0% ($488.0K/$10.1B)

LINKBANCORP, Inc.

LNKB|53578P105

Shares:71.8K

Value:$487.0K

% of Portfolio:0.0% ($487.0K/$10.1B)

Bank of Marin Bancorp

BMRC|063425102

Shares:22.1K

Value:$486.8K

% of Portfolio:0.0% ($486.8K/$10.1B)

GALECTIN THERAPEUTICS INC

GALT|363225202

Shares:398.4K

Value:$486.0K

% of Portfolio:0.0% ($486.0K/$10.1B)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:1.9K

Value:$483.1K

% of Portfolio:0.0% ($483.1K/$10.1B)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.8K

Value:$479.6K

% of Portfolio:0.0% ($479.6K/$10.1B)

233051200

DBEF|233051200

Shares:11.1K

Value:$479.1K

% of Portfolio:0.0% ($479.1K/$10.1B)

46438R105

Shares:34.5K

Value:$476.9K

% of Portfolio:0.0% ($476.9K/$10.1B)

46429B747

Shares:4.6K

Value:$476.5K

% of Portfolio:0.0% ($476.5K/$10.1B)

COMMERCIAL METALS Co

CMC|201723103

Shares:10.3K

Value:$476.0K

% of Portfolio:0.0% ($476.0K/$10.1B)

DONALDSON Co INC

DCI|257651109

Shares:7.0K

Value:$469.2K

% of Portfolio:0.0% ($469.2K/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316092600)✕	7.5K	QoQ 0.00% (+0) YoY NEW(+7.5K)	All Managers (Combined)	$514.3K	0.0% ($514.3K/$10.1B)	QoQ +4.54% (+$22.4K) YoY NEW(+$514.3K)
MANULIFE FINANCIAL CORP(MFCcusip56501R106)	16.5K	QoQ -3.93% (-675) YoY +6.05% (+942)	All Managers (Combined)	$514.0K	0.0% ($514.0K/$10.1B)	QoQ -2.55% (-$13.5K) YoY +32.19% (+$125.2K)
(cusip464288679)✕	4.6K	QoQ +87.78% (+2.2K) YoY +126.48% (+2.6K)	All Managers (Combined)	$511.1K	0.0% ($511.1K/$10.1B)	QoQ +88.39% (+$239.8K) YoY +126.32% (+$285.3K)
MICRON TECHNOLOGY INC(MUcusip595112103)	5.8K	QoQ +1.83% (+104) YoY +186.92% (+3.8K)	All Managers (Combined)	$501.6K	0.0% ($501.6K/$10.1B)	QoQ +5.12% (+$24.5K) YoY +111.43% (+$264.4K)
ANSYS INC(ANSScusip03662Q105)	1.6K	QoQ +25.05% (+317) YoY NEW(+1.6K)	All Managers (Combined)	$500.8K	0.0% ($500.8K/$10.1B)	QoQ +17.35% (+$74.1K) YoY NEW(+$500.8K)
(cusip464287762)✕	8.2K	QoQ -1.76% (-147) YoY -21.82% (-2.3K)	All Managers (Combined)	$496.8K	0.0% ($496.8K/$10.1B)	QoQ +2.63% (-$12.8K) YoY -23.10% (-$149.3K)
(cusip37960A669)✕	23.6K	QoQ +2.83% (+650) YoY +4.70% (+1.1K)	All Managers (Combined)	$494.0K	0.0% ($494.0K/$10.1B)	QoQ +4.58% (+$21.7K) YoY +1.41% (+$6.9K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.7K	QoQ -15.65% (-310) YoY NEW(+1.7K)	All Managers (Combined)	$492.5K	0.0% ($492.5K/$10.1B)	QoQ -14.23% (-$81.8K) YoY NEW(+$492.5K)
(cusip315948109)✕	6.8K	QoQ -0.07% (-5) YoY NEW(+6.8K)	All Managers (Combined)	$490.6K	0.0% ($490.6K/$10.1B)	QoQ -11.84% (-$65.9K) YoY NEW(+$490.6K)
WEYERHAEUSER CO(WYcusip962166104)	16.7K	QoQ +26.62% (+3.5K) YoY +40.73% (+4.8K)	All Managers (Combined)	$488.0K	0.0% ($488.0K/$10.1B)	QoQ +31.71% (+$117.5K) YoY +14.75% (+$62.7K)
LINKBANCORP, Inc.(LNKBcusip53578P105)	71.8K	QoQ 0.00% (-0) YoY +11.25% (+7.3K)	All Managers (Combined)	$487.0K	0.0% ($487.0K/$10.1B)	QoQ -9.35% (-$50.3K) YoY +8.68% (+$38.9K)
Bank of Marin Bancorp(BMRCcusip063425102)	22.1K	QoQ +7.45% (-1.5K) YoY +7.45% (+1.5K)	All Managers (Combined)	$486.8K	0.0% ($486.8K/$10.1B)	QoQ -0.22% (-$1.1K) YoY +41.41% (+$142.6K)
GALECTIN THERAPEUTICS INC(GALTcusip363225202)	398.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$486.0K	0.0% ($486.0K/$10.1B)	QoQ -5.42% (-$27.9K) YoY -48.95% (-$466.1K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	1.9K	QoQ -6.53% (-133) YoY NEW(+1.9K)	All Managers (Combined)	$483.1K	0.0% ($483.1K/$10.1B)	QoQ -24.83% (-$159.6K) YoY NEW(+$483.1K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.8K	QoQ +0.57% (+10) YoY +12.96% (+202)	All Managers (Combined)	$479.6K	0.0% ($479.6K/$10.1B)	QoQ +4.04% (+$18.6K) YoY +8.99% (+$39.6K)
(DBEFcusip233051200)	11.1K	QoQ 0.00% (+0) YoY NEW(+11.1K)	All Managers (Combined)	$479.1K	0.0% ($479.1K/$10.1B)	QoQ +4.58% (+$21.0K) YoY NEW(+$479.1K)
(cusip46438R105)✕	34.5K	QoQ +63.57% (-13.4K) YoY NEW(+34.5K)	All Managers (Combined)	$476.9K	0.0% ($476.9K/$10.1B)	QoQ -10.61% (-$56.6K) YoY NEW(+$476.9K)
(cusip46429B747)✕	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$476.5K	0.0% ($476.5K/$10.1B)	QoQ NEW(+$476.5K) YoY NEW(+$476.5K)
COMMERCIAL METALS Co(CMCcusip201723103)	10.3K	QoQ -17.06% (-2.1K) YoY -31.84% (-4.8K)	All Managers (Combined)	$476.0K	0.0% ($476.0K/$10.1B)	QoQ -23.06% (-$142.7K) YoY -46.64% (-$416.1K)
DONALDSON Co INC(DCIcusip257651109)	7.0K	QoQ -0.12% (-9) YoY +37.01% (+1.9K)	All Managers (Combined)	$469.2K	0.0% ($469.2K/$10.1B)	QoQ -0.55% (-$2.6K) YoY +23.03% (+$87.8K)