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 28 of 40
46434V290
46434V290
Shares:
7127(-11.4%)
Value:
$443.0M(-18.5%)
POOL CORP
POOL|73278L105
Shares:
1391(-26.1%)
Value:
$442.8M(-31.0%)
Spotify Technology S.A.
SPOT|L8681T102
Shares:
801(-7.3%)
Value:
$440.6M(+14.0%)
78468R853
78468R853
Shares:
10804(+10.5%)
Value:
$440.3M(+0.3%)
Intercontinental Exchange, Inc.
ICE|45866F104
Shares:
2537(-7.9%)
Value:
$437.7M(+6.6%)
46641Q225
BBCA|46641Q225
Shares:
6061(+0.0%)
Value:
$433.7M(+1.4%)
Public Storage
PSA|74460D109
Shares:
1446(+67.9%)
Value:
$432.8M(+67.8%)
Liberty Media Corp
FWONK|531229755
Shares:
4793(+13.6%)
Value:
$431.4M(+10.3%)
Motorola Solutions, Inc.
MSI|620076307
Shares:
978(-2.7%)
Value:
$428.0M(-7.8%)
Invesco Municipal Trust
VKQ|46131J103
Shares:
44285(+0.0%)
Value:
$427.4M(-1.6%)
33739Q200
33739Q200
Shares:
8628(+0.0%)
Value:
$424.2M(+1.0%)
DILLARD'S, INC.
DDS|254067101
Shares:
1182(-0.1%)
Value:
$423.3M(-17.1%)
ZimVie Inc.
ZIMV|98888T107
Shares:
39064(+0.0%)
Value:
$421.9M(-22.6%)
BlackRock Enhanced Large Cap Core Fund, Inc.
CII|09256A109
Shares:
22750(+0.0%)
Value:
$420.2M(-8.1%)
BlackRock Enhanced Equity Dividend Trust
BDJ|09251A104
Shares:
48787(+0.0%)
Value:
$419.6M(+3.9%)
AMPHENOL CORP /DE/
APH|032095101
Shares:
6363(-2.3%)
Value:
$417.4M(-7.7%)
46641Q332
46641Q332
Shares:
7273(-1.4%)
Value:
$415.6M(-2.0%)
J M SMUCKER Co
SJM|832696405
Shares:
3500(-23.7%)
Value:
$414.4M(-18.0%)
46434V878
46434V878
Shares:
8162(-34.8%)
Value:
$413.8M(-34.4%)
ASML HOLDING NV
ASML|N07059210
Shares:
619(+3.7%)
Value:
$410.2M(-0.9%)