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 27 of 40
46428Q109
46428Q109
Shares:
15111(+17.3%)
Value:
$468.3M(+38.1%)
Fortinet, Inc.
FTNT|34959E109
Shares:
4838(+2.5%)
Value:
$465.7M(+4.5%)
CITIZENS FINANCIAL GROUP INC/RI
CFG|174610105
Shares:
11313(-2.6%)
Value:
$463.5M(-8.9%)
NOVARTIS AG
NVS|66987V109
Shares:
4129(+46.9%)
Value:
$460.3M(+68.3%)
CORCEPT THERAPEUTICS INC
CORT|218352102
Shares:
4013
Value:
$458.4M
33734X846
33734X846
Shares:
7269(+1.6%)
Value:
$457.9M(+0.9%)
UNITED PARCEL SERVICE INC
UPS|911312106
Shares:
4129(-6.4%)
Value:
$454.1M(-18.3%)
389930207
389930207
Shares:
12442(-9.8%)
Value:
$454.0M(-21.4%)
DICK'S SPORTING GOODS, INC.
DKS|253393102
Shares:
2249(+1.8%)
Value:
$453.4M(-10.3%)
003261104
003261104
Shares:
21115(+0.0%)
Value:
$453.1M(+8.7%)
46137V464
46137V464
Shares:
3980(+29.1%)
Value:
$452.8M(+18.9%)
Energy Transfer LP
ET|29273V100
Shares:
24308(-81.3%)
Value:
$451.9M(-82.3%)
ROYAL CARIBBEAN CRUISES LTD
RCL|V7780T103
Shares:
2199(+0.2%)
Value:
$451.8M(-10.8%)
MGE ENERGY INC
MGEE|55277P104
Shares:
4860(+0.0%)
Value:
$451.7M(-1.1%)
25434V732
25434V732
Shares:
17011(+0.0%)
Value:
$450.1M(+1.0%)
NXP Semiconductors N.V.
NXPI|N6596X109
Shares:
2366(-5.4%)
Value:
$449.8M(-13.5%)
25434V799
25434V799
Shares:
16168(+0.0%)
Value:
$449.0M(+7.4%)
92206C771
92206C771
Shares:
9686(-13.9%)
Value:
$448.6M(-12.1%)
CACI INTERNATIONAL INC /DE/
CACI|127190304
Shares:
1219(-15.7%)
Value:
$447.3M(-23.4%)
ONE Gas, Inc.
OGS|68235P108
Shares:
5884(+1.2%)
Value:
$444.8M(+10.4%)