Wealthspire-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "JOBY",
  "ARES",
  "INSP",
  null,
  "GDX",
  "RRX",
  "POOL",
  null,
  null,
  null,
  null,
  null,
  null,
  "OSK",
  null,
  "PLXS",
  "MGEE",
  "TROW",
  "RJF",
  null,
  "LOAR",
  null,
  "SMCI",
  null,
  "FWONK",
  "SNOW",
  "MU",
  "ANVS",
  "FNDF",
  "ACN",
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "APD",
  "BABA",
  "MTRN",
  "JLL",
  "VONG",
  null,
  "ALL",
  null,
  "GOOGL",
  "PXF",
  "VDE",
  "RIG",
  "AXP",
  null,
  null,
  "NMZ",
  null,
  "ASML",
  "T",
  "BLK",
  null,
  "GLTR",
  null,
  null,
  null,
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CLS",
  "BRO",
  "KMX",
  null,
  "BDJ",
  "CII",
  "WRB",
  "BSX",
  null,
  "STEW",
  null,
  null,
  "DBEF",
  "COF",
  null,
  "CMI",
  "CTO",
  null,
  null,
  null,
  "DUK",
  "NUV",
  "EIM",
  "D",
  "NAD",
  "MLCO",
  "PTY",
  "ESS",
  "RXRX",
  "UTG",
  "RL",
  "WTRG",
  "FRT",
  "EXPE",
  null,
  null,
  "NRK",
  null,
  "FCX",
  "CION",
  "GD",
  "GILD",
  "GIS",
  null,
  "AUID",
  null,
  "XAIR",
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  "AZN",
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  "RPM",
  null,
  null,
  null,
  null,
  "UNP",
  "FEMY",
  "EXFY",
  "QCOM",
  "GALT",
  null,
  "FLL",
  "OSCR",
  null,
  null,
  null,
  "LAMR",
  null,
  "ISRG",
  null,
  null,
  "HUBS",
  "HWM",
  "ITW",
  "IDA",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "LNKB",
  null,
  "VKQ",
  "IIM",
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  "RMTI",
  "SSP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "STEM",
  null,
  null,
  "ENX",
  "CEV",
  null,
  null,
  null,
  null,
  null,
  "NDMO",
  "KMI",
  null,
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "ICF",
  "IWS",
  null,
  "LIN",
  null,
  null,
  "L",
  null,
  null,
  null,
  "DHF",
  "BFIN",
  "EVM",
  null,
  null,
  "EGHT",
  "MAV",
  "MPC",
  "MMC",
  "TLRY",
  "PWR",
  "MA",
  "MDT",
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "DX",
  "TMUS",
  "EXC",
  "EVRG",
  "FICO",
  null,
  "FIS",
  "GE",
  "GPC",
  null,
  "ICUI",
  "HIG",
  "HES",
  "HRL",
  "NVS",
  "OXY",
  null,
  null,
  "ORLY",
  null,
  "ADM",
  null,
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  null,
  "ECL",
  "NVDA",
  "GS",
  null,
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  null,
  null,
  "LPLA",
  "MKC",
  "AMGN",
  null,
  "MSTR",
  null,
  "DGX",
  "REGN",
  null,
  "FNDX",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "RS",
  "ROP",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  null,
  "TDG",
  "TFC",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "VSEC",
  "DTM",
  "VXF",
  "VV",
  "RCL",
  "EIG",
  "VOE",
  "OGE",
  "SCHW",
  "MNST",
  "BMRC",
  "IVOO",
  "PAG",
  null,
  "ACWV",
  "PNW",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  "IWV",
  null,
  "LPX",
  null,
  "PRF",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "ATRO",
  "IWO",
  "SU",
  "WY",
  "MTD",
  "GMED",
  "IWN",
  null,
  "GBTG",
  null,
  null,
  null,
  "TSM",
  "IT",
  null,
  null,
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  null,
  "VYM",
  null,
  "DD",
  "VRTX",
  "EW",
  "TT",
  null,
  "MMS",
  "SAIC",
  "LECO",
  "NFG",
  "MUSA",
  "UGI",
  "VOYA",
  "ATO",
  "ADSK",
  "AON",
  "ACGL",
  null,
  "AVY",
  "USFD",
  "AFL",
  "UBSI",
  "AXON",
  "APH",
  "AMD",
  "EL",
  "SDY",
  "FI",
  "DOV",
  "IP",
  "F",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "HSIC",
  "IR",
  "OPCH",
  "DHY",
  "GSLC",
  "CAH",
  "AEP",
  "EPAC",
  "ECOR",
  "GAME",
  "EVLV",
  "ES",
  null,
  null,
  "IPG",
  null,
  null,
  null,
  "IDXX",
  null,
  "PEG",
  "NVO",
  "DHI",
  null,
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  "TTWO",
  "IVE",
  null,
  "SIRI",
  null,
  "LUV",
  null,
  null,
  null,
  null,
  "ESGD",
  null,
  "DKS",
  null,
  "FNB",
  "TPL",
  null,
  null,
  null,
  "BBCA",
  "OGS",
  "SG",
  null,
  null,
  null,
  null,
  "VEU",
  "VPL",
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  null,
  null,
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  null,
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "VIST",
  "PET",
  "WBD",
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  "WRAP",
  "WPC",
  "XEL",
  "WDAY",
  "YUM",
  "Z",
  "IUSG",
  "ZIMV",
  null,
  "SOLV",
  "ADC",
  null,
  null,
  "LNT",
  null,
  "BBEU",
  "DTE",
  null,
  "CART",
  "MTB",
  "AEM",
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
  null,
  "SCHF",
  "SCHA",
  "MSCI",
  "KVYO",
  "NSC",
  null,
  "LBRDK",
  "JCI",
  "NXPI",
  "LH",
  "MFC",
  "MKL",
  null,
  "SO",
  "SON",
  "SJM",
  null,
  "OTIS",
  "SW",
  "PSX",
  "ROL",
  "CRM",
  null,
  null,
  "RDDT",
  "SYY",
  "DIA",
  "TFX",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  null,
  null,
  "IUSV",
  null,
  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  null,
  "SPYV",
  "GWW",
  null,
  "ESGU",
  null,
  "PSA",
  null,
  "FDX",
  "AME",
  null,
  "STE",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BBD",
  "BMO",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BA",
  null,
  "BMY",
  "BR",
  "CACI",
  "BHRB",
  "BYRN",
  "CALM",
  "CZR",
  "CCJ",
  "CDNS",
  "CARR",
  "CBNK",
  "CBRE",
  "CDW",
  "CAVA",
  "CPRX",
  "CX",
  "CNP",
  "CPK",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CWEN",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "CMC",
  "COP",
  "CEG",
  "CPRT",
  "CORT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "CYBR",
  "DHR",
  "DE",
  "FANG",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DDS",
  "DFS",
  "DLR",
  "DOCU",
  "DCI",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "VMC",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "MEC",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: wealthspire-advisors
Manager Name: Wealthspire-Advisors

Data Enrichment

70% identified

552 identified237 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

789 positions • $10.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 40

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74348A467

Shares:492.1K

Value:$50.3M

% of Portfolio:0.5% ($50.3M/$10.1B)

922908595

VBK|922908595

Shares:186.5K

Value:$47.0M

% of Portfolio:0.5% ($47.0M/$10.1B)

464287465

EFA|464287465

Shares:562.0K

Value:$45.9M

% of Portfolio:0.5% ($45.9M/$10.1B)

CME GROUP INC.

CME|12572Q105

Shares:153.2K

Value:$40.6M

% of Portfolio:0.4% ($40.6M/$10.1B)

464287614

IWF|464287614

Shares:110.1K

Value:$39.8M

% of Portfolio:0.4% ($39.8M/$10.1B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:65.7K

Value:$35.0M

% of Portfolio:0.3% ($35.0M/$10.1B)

922907746

VTEB|922907746

Shares:684.2K

Value:$33.9M

% of Portfolio:0.3% ($33.9M/$10.1B)

AMAZON COM INC

AMZN|023135106

Shares:177.1K

Value:$33.7M

% of Portfolio:0.3% ($33.7M/$10.1B)

922908611

VBR|922908611

Shares:177.1K

Value:$33.0M

% of Portfolio:0.3% ($33.0M/$10.1B)

25434V104

Shares:790.7K

Value:$30.4M

% of Portfolio:0.3% ($30.4M/$10.1B)

46435G268

Shares:482.0K

Value:$30.1M

% of Portfolio:0.3% ($30.1M/$10.1B)

46435U549

Shares:617.5K

Value:$29.3M

% of Portfolio:0.3% ($29.3M/$10.1B)

Alphabet Inc.

GOOG|02079K107

Shares:184.6K

Value:$28.8M

% of Portfolio:0.3% ($28.8M/$10.1B)

464287622

IWB|464287622

Shares:86.9K

Value:$26.7M

% of Portfolio:0.3% ($26.7M/$10.1B)

464287226

Shares:265.3K

Value:$26.2M

% of Portfolio:0.3% ($26.2M/$10.1B)

808524706

Shares:945.6K

Value:$26.1M

% of Portfolio:0.3% ($26.1M/$10.1B)

46432F339

QUAL|46432F339

Shares:152.4K

Value:$26.0M

% of Portfolio:0.3% ($26.0M/$10.1B)

Accenture plc

ACN|G1151C101

Shares:80.3K

Value:$25.0M

% of Portfolio:0.2% ($25.0M/$10.1B)

922042742

VT|922042742

Shares:208.3K

Value:$24.1M

% of Portfolio:0.2% ($24.1M/$10.1B)

464288372

Shares:440.0K

Value:$24.1M

% of Portfolio:0.2% ($24.1M/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip74348A467)✕	492.1K	QoQ -2.15% (-10.9K) YoY -33.43% (-247.2K)	All Managers (Combined)	$50.3M	0.5% ($50.3M/$10.1B)	QoQ +0.42% (-$213.6K) YoY -32.92% (-$24.7M)
(VBKcusip922908595)	186.5K	QoQ -1.87% (-3.6K) YoY +78.76% (+82.2K)	All Managers (Combined)	$47.0M	0.5% ($47.0M/$10.1B)	QoQ -11.78% (-$6.3M) YoY +72.62% (+$19.8M)
(EFAcusip464287465)	562.0K	QoQ +0.34% (+1.9K) YoY +13.01% (+64.7K)	All Managers (Combined)	$45.9M	0.5% ($45.9M/$10.1B)	QoQ +8.47% (+$3.6M) YoY +15.65% (+$6.2M)
CME GROUP INC.(CMEcusip12572Q105)	153.2K	QoQ -0.08% (-133) YoY -6.20% (-10.1K)	All Managers (Combined)	$40.6M	0.4% ($40.6M/$10.1B)	QoQ +14.13% (-$5.0M) YoY +15.57% (-$5.5M)
(IWFcusip464287614)	110.1K	QoQ -7.98% (-9.6K) YoY -3.74% (-4.3K)	All Managers (Combined)	$39.8M	0.4% ($39.8M/$10.1B)	QoQ -17.26% (-$8.3M) YoY +3.12% (-$1.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	65.7K	QoQ +3.46% (+2.2K) YoY +28.13% (+14.4K)	All Managers (Combined)	$35.0M	0.3% ($35.0M/$10.1B)	QoQ +21.56% (+$6.2M) YoY +62.27% (+$13.4M)
(VTEBcusip922907746)	684.2K	QoQ -2.93% (-20.7K) YoY +18.37% (+106.2K)	All Managers (Combined)	$33.9M	0.3% ($33.9M/$10.1B)	QoQ -3.92% (-$1.4M) YoY +16.08% (+$4.7M)
AMAZON COM INC(AMZNcusip023135106)	177.1K	QoQ -5.22% (-9.8K) YoY +26.52% (+37.1K)	All Managers (Combined)	$33.7M	0.3% ($33.7M/$10.1B)	QoQ -17.80% (-$7.3M) YoY +33.45% (+$8.4M)
(VBRcusip922908611)	177.1K	QoQ +3.07% (-5.3K) YoY +72.51% (+74.5K)	All Managers (Combined)	$33.0M	0.3% ($33.0M/$10.1B)	QoQ -3.10% (-$1.1M) YoY +67.48% (+$13.3M)
(cusip25434V104)✕	790.7K	QoQ -0.79% (-6.4K) YoY NEW(+790.7K)	All Managers (Combined)	$30.4M	0.3% ($30.4M/$10.1B)	QoQ -5.82% (-$1.9M) YoY NEW(+$30.4M)
(cusip46435G268)✕	482.0K	QoQ +2.68% (-12.6K) YoY +13.57% (+57.6K)	All Managers (Combined)	$30.1M	0.3% ($30.1M/$10.1B)	QoQ -5.56% (-$1.8M) YoY +8.26% (+$2.3M)
(cusip46435U549)✕	617.5K	QoQ +1.64% (+10.0K) YoY NEW(+617.5K)	All Managers (Combined)	$29.3M	0.3% ($29.3M/$10.1B)	QoQ +3.91% (+$1.1M) YoY NEW(+$29.3M)
Alphabet Inc.(GOOGcusip02079K107)	184.6K	QoQ +4.77% (-8.4K) YoY +40.70% (+53.4K)	All Managers (Combined)	$28.8M	0.3% ($28.8M/$10.1B)	QoQ -14.04% (-$4.7M) YoY +44.37% (+$8.9M)
(IWBcusip464287622)	86.9K	QoQ -9.32% (-8.9K) YoY +112.45% (+46.0K)	All Managers (Combined)	$26.7M	0.3% ($26.7M/$10.1B)	QoQ -13.66% (-$4.2M) YoY +126.25% (+$14.9M)
(cusip464287226)✕	265.3K	QoQ -2.41% (-6.6K) YoY +43.73% (+80.7K)	All Managers (Combined)	$26.2M	0.3% ($26.2M/$10.1B)	QoQ -0.37% (-$99.4K) YoY +45.17% (+$8.2M)
(cusip808524706)✕	945.6K	QoQ +0.69% (+6.5K) YoY +9.14% (+79.2K)	All Managers (Combined)	$26.1M	0.3% ($26.1M/$10.1B)	QoQ +4.24% (+$1.1M) YoY +19.16% (+$4.2M)
(QUALcusip46432F339)	152.4K	QoQ +67.01% (+61.1K) YoY +9209.52% (+150.8K)	All Managers (Combined)	$26.0M	0.3% ($26.0M/$10.1B)	QoQ +60.27% (+$9.8M) YoY +9579.98% (+$25.8M)
Accenture plc(ACNcusipG1151C101)	80.3K	QoQ -7.71% (-6.7K) YoY -3.46% (-2.9K)	All Managers (Combined)	$25.0M	0.2% ($25.0M/$10.1B)	QoQ -18.14% (-$5.6M) YoY -13.08% (-$3.8M)
(VTcusip922042742)	208.3K	QoQ +5.92% (+11.6K) YoY -15.30% (-37.6K)	All Managers (Combined)	$24.1M	0.2% ($24.1M/$10.1B)	QoQ +4.54% (+$1.0M) YoY -11.13% (-$3.0M)
(cusip464288372)✕	440.0K	QoQ +0.30% (+1.3K) YoY -0.12% (-532)	All Managers (Combined)	$24.1M	0.2% ($24.1M/$10.1B)	QoQ +4.91% (+$1.1M) YoY +14.66% (-$3.1M)