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 29 of 40
46641Q753
Shares:
9767(-27.1%)
Value:
$404.6M(-30.1%)
46434V274
Shares:
13039(-2.7%)
Value:
$402.1M(+4.5%)
97717W570
Shares:
6739(-48.9%)
Value:
$401.6M(-51.3%)
25434V781
Shares:
13574(+0.0%)
Value:
$395.3M(+9.6%)
316092808
Shares:
2421(+23.1%)
Value:
$390.4M(+7.3%)
464287754
Shares:
2965(-0.8%)
Value:
$386.0M(-3.3%)
464288273
Shares:
6021(-6.9%)
Value:
$382.5M(-2.6%)
381430206
Shares:
11454(-17.6%)
Value:
$380.0M(-14.3%)
25434V773
Shares:
14640(+0.0%)
Value:
$378.3M(+5.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46641Q753)✕ | 9.8K | All Managers (Combined) | $404.6K | ||
(cusip46434V274)✕ | 13.0K | QoQ -2.71% (-364)YoY -0.82% (-108) | All Managers (Combined) | $402.1K | |
(cusip97717W570)✕ | 6.7K | All Managers (Combined) | $401.6K | ||
Oshkosh Corp(OSKcusip688239201) | 4.3K | QoQ +1.14% (+48)YoY -5.08% (-228) | All Managers (Combined) | $400.1K | |
2.8K | QoQ +1.42% (-39) | All Managers (Combined) | $399.8K | ||
(cusip25434V781)✕ | 13.6K | QoQ 0.00% (+0)YoY NEW(+13.6K) | All Managers (Combined) | $395.3K | YoY NEW(+$395.3K) |
5.3K | All Managers (Combined) | $393.1K | |||
(cusip316092808)✕ | 2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $390.4K | YoY NEW(+$390.4K) |
2.8K | All Managers (Combined) | $386.7K | |||
(cusip464287754)✕ | 3.0K | QoQ -0.76% (-23)YoY +6.19% (+173) | All Managers (Combined) | $386.0K | |
2.9K | QoQ +6.50% (+178)YoY +4.07% (+114) | All Managers (Combined) | $385.3K | ||
(cusip464288273)✕ | 6.0K | All Managers (Combined) | $382.5K | ||
(cusip381430206)✕ | 11.5K | All Managers (Combined) | $380.0K | ||
Suncor Energy Inc(SUcusip867224107) | 9.8K | QoQ NEW(+9.8K) YoY NEW(+9.8K) | All Managers (Combined) | $379.3K | QoQ NEW(+$379.3K) YoY NEW(+$379.3K) |
(cusip25434V773)✕ | 14.6K | QoQ 0.00% (+0)YoY NEW(+14.6K) | All Managers (Combined) | $378.3K | YoY NEW(+$378.3K) |
Corteva, Inc.(CTVAcusip22052L104) | 6.0K | QoQ -7.69% (-499)YoY +0.08% (+5) | All Managers (Combined) | $376.7K | |
Kkr & Co. Inc.(KKRcusip48251W104) | 3.3K | YoY NEW(+3.3K) | All Managers (Combined) | $376.6K | YoY NEW(+$376.6K) |
2.6K | All Managers (Combined) | $376.3K | |||
1.4K | QoQ -3.51% (-51) | All Managers (Combined) | $375.2K | ||
Gartner Inc(ITcusip366651107) | 888 | All Managers (Combined) | $372.8K |