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 30 of 40
464288612
Shares:
3494
Value:
$370.4M
464289438
Shares:
1734(+0.0%)
Value:
$365.8M(-10.3%)
46434V738
Shares:
6059(+0.2%)
Value:
$364.4M(+11.7%)
464287796
Shares:
7392(-4.3%)
Value:
$364.4M(+3.5%)
464288513
Shares:
4601(+0.0%)
Value:
$363.0M(+0.3%)
46137V258
Shares:
3914(+0.0%)
Value:
$361.5M(+2.4%)
464287176
Shares:
3187(-2.5%)
Value:
$354.1M(+1.6%)
37960A529
Shares:
7498
Value:
$349.0M
78464A797
Shares:
6584(-25.4%)
Value:
$348.7M(-28.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464288612)✕ | 3.5K | QoQ NEW(+3.5K) YoY NEW(+3.5K) | All Managers (Combined) | $370.4K | QoQ NEW(+$370.4K) YoY NEW(+$370.4K) |
4.3K | QoQ -4.86% (-221)YoY +1.83% (+78) | All Managers (Combined) | $367.6K | ||
(cusip464289438)✕ | 1.7K | QoQ 0.00% (-0)YoY NEW(+1.7K) | All Managers (Combined) | $365.8K | YoY NEW(+$365.8K) |
(cusip46434V738)✕ | 6.1K | QoQ +0.23% (+14)YoY NEW(+6.1K) | All Managers (Combined) | $364.4K | YoY NEW(+$364.4K) |
(cusip464287796)✕ | 7.4K | All Managers (Combined) | $364.4K | ||
2.6K | QoQ -1.61% (-43)YoY +4.68% (+117) | All Managers (Combined) | $363.4K | ||
(cusip464288513)✕ | 4.6K | QoQ 0.00% (+0)YoY NEW(+4.6K) | All Managers (Combined) | $363.0K | YoY NEW(+$363.0K) |
(cusip46137V258)✕ | 3.9K | QoQ 0.00% (+0)YoY NEW(+3.9K) | All Managers (Combined) | $361.5K | YoY NEW(+$361.5K) |
364 | QoQ -0.54% (-2)YoY +12.34% (+40) | All Managers (Combined) | $359.6K | ||
Autodesk, Inc.(ADSKcusip052769106) | 1.4K | All Managers (Combined) | $358.9K | ||
2.9K | QoQ +3.15% (+88) | All Managers (Combined) | $356.0K | ||
(cusip464287176)✕ | 3.2K | QoQ -2.53% (-83) | All Managers (Combined) | $354.1K | |
730 | QoQ -2.53% (-19)YoY -1.48% (-11) | All Managers (Combined) | $353.9K | ||
Eversource Energy(EScusip30040W108) | 5.7K | QoQ -4.63% (-276)YoY +1.10% (+62) | All Managers (Combined) | $352.4K | |
15.6K | QoQ -0.40% (-64)YoY NEW(+15.6K) | All Managers (Combined) | $352.2K | YoY NEW(+$352.2K) | |
10.4K | QoQ -7.20% (-804)YoY -0.33% (-35) | All Managers (Combined) | $349.9K | ||
S&P Global Inc.(SPGIcusip78409V104) | 688 | All Managers (Combined) | $349.7K | ||
(cusip37960A529)✕ | 7.5K | QoQ NEW(+7.5K) YoY NEW(+7.5K) | All Managers (Combined) | $349.0K | QoQ NEW(+$349.0K) YoY NEW(+$349.0K) |
(cusip78464A797)✕ | 6.6K | YoY NEW(+6.6K) | All Managers (Combined) | $348.7K | YoY NEW(+$348.7K) |
7.1K | All Managers (Combined) | $348.5K |