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 27 of 40
46428Q109
Shares:
15111(+17.3%)
Value:
$468.3M(+38.1%)
33734X846
Shares:
7269(+1.6%)
Value:
$457.9M(+0.9%)
389930207
Shares:
12442(-9.8%)
Value:
$454.0M(-21.4%)
003261104
Shares:
21115(+0.0%)
Value:
$453.1M(+8.7%)
46137V464
Shares:
3980(+29.1%)
Value:
$452.8M(+18.9%)
25434V732
Shares:
17011(+0.0%)
Value:
$450.1M(+1.0%)
25434V799
Shares:
16168(+0.0%)
Value:
$449.0M(+7.4%)
92206C771
Shares:
9686(-13.9%)
Value:
$448.6M(-12.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46428Q109)✕ | 15.1K | All Managers (Combined) | $468.3K | ||
Fortinet, Inc.(FTNTcusip34959E109) | 4.8K | All Managers (Combined) | $465.7K | ||
11.3K | QoQ -2.65% (-309)YoY +4.10% (+446) | All Managers (Combined) | $463.5K | ||
Novartis Ag(NVScusip66987V109) | 4.1K | All Managers (Combined) | $460.3K | ||
4.0K | QoQ NEW(+4.0K) YoY NEW(+4.0K) | All Managers (Combined) | $458.4K | QoQ NEW(+$458.4K) YoY NEW(+$458.4K) | |
(cusip33734X846)✕ | 7.3K | QoQ +1.60% (+115)YoY NEW(+7.3K) | All Managers (Combined) | $457.9K | YoY NEW(+$457.9K) |
4.1K | All Managers (Combined) | $454.1K | |||
(cusip389930207)✕ | 12.4K | YoY NEW(+12.4K) | All Managers (Combined) | $454.0K | YoY NEW(+$454.0K) |
2.2K | QoQ +1.81% (-40) | All Managers (Combined) | $453.4K | ||
(cusip003261104)✕ | 21.1K | QoQ 0.00% (+0)YoY +3.35% (+686) | All Managers (Combined) | $453.1K | |
(cusip46137V464)✕ | 4.0K | YoY NEW(+4.0K) | All Managers (Combined) | $452.8K | YoY NEW(+$452.8K) |
24.3K | All Managers (Combined) | $451.9K | |||
2.2K | QoQ +0.18% (-4) | All Managers (Combined) | $451.8K | ||
Mge Energy Inc(MGEEcusip55277P104) | 4.9K | QoQ 0.00% (-0)YoY +1.44% (+69) | All Managers (Combined) | $451.7K | |
(cusip25434V732)✕ | 17.0K | QoQ 0.00% (+0)YoY NEW(+17.0K) | All Managers (Combined) | $450.1K | YoY NEW(+$450.1K) |
2.4K | All Managers (Combined) | $449.8K | |||
(cusip25434V799)✕ | 16.2K | QoQ 0.00% (+0)YoY NEW(+16.2K) | All Managers (Combined) | $449.0K | YoY NEW(+$449.0K) |
(cusip92206C771)✕ | 9.7K | YoY NEW(+9.7K) | All Managers (Combined) | $448.6K | YoY NEW(+$448.6K) |
1.2K | All Managers (Combined) | $447.3K | |||
One Gas, Inc.(OGScusip68235P108) | 5.9K | QoQ +1.16% (+68) | All Managers (Combined) | $444.8K |