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 3 of 40
74348A467
74348A467
Shares:
492073(-2.1%)
Value:
$50.3B(+0.4%)
922908595
VBK|922908595
Shares:
186514(-1.9%)
Value:
$47.0B(-11.8%)
464287465
EFA|464287465
Shares:
561958(+0.3%)
Value:
$45.9B(+8.5%)
CME GROUP INC.
CME|12572Q105
Shares:
153204(-0.1%)
Value:
$40.6B(+14.1%)
464287614
IWF|464287614
Shares:
110119(-8.0%)
Value:
$39.8B(-17.3%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
65729(+3.5%)
Value:
$35.0B(+21.6%)
922907746
VTEB|922907746
Shares:
684197(-2.9%)
Value:
$33.9B(-3.9%)
AMAZON COM INC
AMZN|023135106
Shares:
177082(-5.2%)
Value:
$33.7B(-17.8%)
922908611
VBR|922908611
Shares:
177132(+3.1%)
Value:
$33.0B(-3.1%)
25434V104
25434V104
Shares:
790704(-0.8%)
Value:
$30.4B(-5.8%)
46435G268
46435G268
Shares:
481972(+2.7%)
Value:
$30.1B(-5.6%)
46435U549
46435U549
Shares:
617527(+1.6%)
Value:
$29.3B(+3.9%)
Alphabet Inc.
GOOG|02079K107
Shares:
184649(+4.8%)
Value:
$28.8B(-14.0%)
464287622
IWB|464287622
Shares:
86939(-9.3%)
Value:
$26.7B(-13.7%)
464287226
464287226
Shares:
265339(-2.4%)
Value:
$26.2B(-0.4%)
808524706
808524706
Shares:
945648(+0.7%)
Value:
$26.1B(+4.2%)
46432F339
QUAL|46432F339
Shares:
152397(+67.0%)
Value:
$26.0B(+60.3%)
Accenture plc
ACN|G1151C101
Shares:
80275(-7.7%)
Value:
$25.0B(-18.1%)
922042742
VT|922042742
Shares:
208255(+5.9%)
Value:
$24.1B(+4.5%)
464288372
464288372
Shares:
440038(+0.3%)
Value:
$24.1B(+4.9%)