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,
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  "CII",
  "WRB",
  "BSX",
  null,
  "STEW",
  null,
  null,
  "DBEF",
  "COF",
  null,
  "CMI",
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  null,
  null,
  null,
  "DUK",
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  "EIM",
  "D",
  "NAD",
  "MLCO",
  "PTY",
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  "RXRX",
  "UTG",
  "RL",
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  "FRT",
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  null,
  null,
  "NRK",
  null,
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  "GD",
  "GILD",
  "GIS",
  null,
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  null,
  "XAIR",
  "HON",
  "HD",
  "HPQ",
  null,
  null,
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  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "STEM",
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  "GE",
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  null,
  "ICUI",
  "HIG",
  "HES",
  "HRL",
  "NVS",
  "OXY",
  null,
  null,
  "ORLY",
  null,
  "ADM",
  null,
  "DLN",
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  "HSY",
  "AMP",
  "FAST",
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  "IJR",
  "EFG",
  "ANET",
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  "KLAC",
  "IWD",
  "KR",
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  "NOC",
  "OKE",
  null,
  null,
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
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  null,
  null,
  null,
  "PANW",
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  "PEP",
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  null,
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  "IEMG",
  "IJK",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  null,
  "ECL",
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  "GS",
  null,
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  "INTC",
  "GEHC",
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  null,
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  null,
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  "VZ",
  null,
  null,
  null,
  "LPLA",
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  "AMGN",
  null,
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  null,
  "DGX",
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  "NOW",
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  "RS",
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  "O",
  "SHEL",
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  "STX",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
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  null,
  null,
  "RSG",
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  null,
  null,
  "IBM",
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  "SBUX",
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  "CI",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  null,
  "TDG",
  "TFC",
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  "UBER",
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  "UPS",
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  "VO",
  "MET",
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  "BMRC",
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  "PAG",
  null,
  "ACWV",
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  "VWO",
  null,
  null,
  null,
  null,
  null,
  "IWV",
  null,
  "LPX",
  null,
  "PRF",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "ATRO",
  "IWO",
  "SU",
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  "MTD",
  "GMED",
  "IWN",
  null,
  "GBTG",
  null,
  null,
  null,
  "TSM",
  "IT",
  null,
  null,
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  null,
  "VYM",
  null,
  "DD",
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  "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",
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  "WEC",
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  "AJG",
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  "FTNT",
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  "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,
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  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",
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  "BHRB",
  "BYRN",
  "CALM",
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  "CCJ",
  "CDNS",
  "CARR",
  "CBNK",
  "CBRE",
  "CDW",
  "CAVA",
  "CPRX",
  "CX",
  "CNP",
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  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
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  "CFG",
  "C",
  "CWEN",
  "CME",
  "KO",
  "CMCSA",
  "CL",
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  "COP",
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  "CPRT",
  "CORT",
  "ED",
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  "GLW",
  "CTVA",
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  "DE",
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  "DFAX",
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  null,
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  "PM",
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  null,
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  null,
  null,
  "APO",
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]

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 31 of 40

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ENBRIDGE INC

ENB|29250N105

Shares:7.9K

Value:$348.1K

% of Portfolio:0.0% ($348.1K/$10.1B)

69374H881

Shares:6.3K

Value:$346.5K

% of Portfolio:0.0% ($346.5K/$10.1B)

46435GAA0

Shares:14.3K

Value:$346.3K

% of Portfolio:0.0% ($346.3K/$10.1B)

464287291

Shares:4.5K

Value:$343.5K

% of Portfolio:0.0% ($343.5K/$10.1B)

Workday, Inc.

WDAY|98138H101

Shares:1.5K

Value:$340.0K

% of Portfolio:0.0% ($340.0K/$10.1B)

LOEWS CORP

L|540424108

Shares:3.7K

Value:$339.9K

% of Portfolio:0.0% ($339.9K/$10.1B)

46137V530

Shares:7.7K

Value:$338.9K

% of Portfolio:0.0% ($338.9K/$10.1B)

Avery Dennison Corp

AVY|053611109

Shares:1.9K

Value:$338.3K

% of Portfolio:0.0% ($338.3K/$10.1B)

46641Q233

Shares:6.9K

Value:$336.7K

% of Portfolio:0.0% ($336.7K/$10.1B)

Inspire Medical Systems, Inc.

INSP|457730109

Shares:2.1K

Value:$335.0K

% of Portfolio:0.0% ($335.0K/$10.1B)

Cheniere Energy, Inc.

LNG|16411R208

Shares:1.4K

Value:$334.8K

% of Portfolio:0.0% ($334.8K/$10.1B)

Seagate Technology Holdings plc

STX|G7997R103

Shares:3.9K

Value:$333.9K

% of Portfolio:0.0% ($333.9K/$10.1B)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:3.0K

Value:$333.8K

% of Portfolio:0.0% ($333.8K/$10.1B)

CDW Corp

CDW|12514G108

Shares:2.1K

Value:$330.8K

% of Portfolio:0.0% ($330.8K/$10.1B)

abrdn Precious Metals Basket ETF Trust

GLTR|003263100

Shares:2.6K

Value:$330.4K

% of Portfolio:0.0% ($330.4K/$10.1B)

COPART INC

CPRT|217204106

Shares:5.8K

Value:$328.1K

% of Portfolio:0.0% ($328.1K/$10.1B)

Sweetgreen, Inc.

SG|87043Q108

Shares:13.1K

Value:$326.7K

% of Portfolio:0.0% ($326.7K/$10.1B)

92206C565

Shares:4.7K

Value:$326.5K

% of Portfolio:0.0% ($326.5K/$10.1B)

SEMPRA

SRE|816851109

Shares:4.6K

Value:$326.2K

% of Portfolio:0.0% ($326.2K/$10.1B)

Vulcan Materials CO

VMC|929160109

Shares:1.4K

Value:$324.5K

% of Portfolio:0.0% ($324.5K/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ENBRIDGE INC(ENBcusip29250N105)	7.9K	QoQ +11.21% (+792) YoY NEW(+7.9K)	All Managers (Combined)	$348.1K	0.0% ($348.1K/$10.1B)	QoQ +16.13% (+$48.4K) YoY NEW(+$348.1K)
(cusip69374H881)✕	6.3K	QoQ -47.10% (-5.6K) YoY -78.04% (-22.5K)	All Managers (Combined)	$346.5K	0.0% ($346.5K/$10.1B)	QoQ -48.71% (-$329.1K) YoY -79.30% (-$1.3M)
(cusip46435GAA0)✕	14.3K	QoQ 0.00% (+0) YoY +40.92% (+4.2K)	All Managers (Combined)	$346.3K	0.0% ($346.3K/$10.1B)	QoQ +0.58% (+$2.0K) YoY +43.04% (+$104.2K)
(cusip464287291)✕	4.5K	QoQ -14.75% (-785) YoY +6.37% (+272)	All Managers (Combined)	$343.5K	0.0% ($343.5K/$10.1B)	QoQ -23.81% (-$107.4K) YoY +7.70% (+$24.6K)
Workday, Inc.(WDAYcusip98138H101)	1.5K	QoQ +53.91% (+510) YoY NEW(+1.5K)	All Managers (Combined)	$340.0K	0.0% ($340.0K/$10.1B)	QoQ +39.29% (+$95.9K) YoY NEW(+$340.0K)
LOEWS CORP(Lcusip540424108)	3.7K	QoQ -2.50% (-95) YoY +1.70% (+62)	All Managers (Combined)	$339.9K	0.0% ($339.9K/$10.1B)	QoQ +5.80% (-$18.7K) YoY +19.39% (+$55.2K)
(cusip46137V530)✕	7.7K	QoQ 0.00% (-0) YoY NEW(+7.7K)	All Managers (Combined)	$338.9K	0.0% ($338.9K/$10.1B)	QoQ -5.48% (-$19.7K) YoY NEW(+$338.9K)
Avery Dennison Corp(AVYcusip053611109)	1.9K	QoQ -0.20% (-4) YoY NEW(+1.9K)	All Managers (Combined)	$338.3K	0.0% ($338.3K/$10.1B)	QoQ -5.09% (-$18.2K) YoY NEW(+$338.3K)
(cusip46641Q233)✕	6.9K	QoQ -1.12% (-79) YoY -27.07% (-2.6K)	All Managers (Combined)	$336.7K	0.0% ($336.7K/$10.1B)	QoQ -1.33% (-$4.5K) YoY -26.32% (-$120.3K)
Inspire Medical Systems, Inc.(INSPcusip457730109)	2.1K	QoQ -3.08% (-67) YoY NEW(+2.1K)	All Managers (Combined)	$335.0K	0.0% ($335.0K/$10.1B)	QoQ -16.73% (-$67.3K) YoY NEW(+$335.0K)
Cheniere Energy, Inc.(LNGcusip16411R208)	1.4K	QoQ +22.00% (+261) YoY +11.82% (+153)	All Managers (Combined)	$334.8K	0.0% ($334.8K/$10.1B)	QoQ +31.39% (+$80.0K) YoY +60.44% (+$126.1K)
Seagate Technology Holdings plc(STXcusipG7997R103)	3.9K	QoQ +0.95% (-37) YoY NEW(+3.9K)	All Managers (Combined)	$333.9K	0.0% ($333.9K/$10.1B)	QoQ -0.64% (-$2.2K) YoY NEW(+$333.9K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	3.0K	QoQ -7.63% (-247) YoY +14.13% (+370)	All Managers (Combined)	$333.8K	0.0% ($333.8K/$10.1B)	QoQ -12.95% (-$49.7K) YoY +8.59% (+$26.4K)
CDW Corp(CDWcusip12514G108)	2.1K	QoQ -5.01% (-109) YoY NEW(+2.1K)	All Managers (Combined)	$330.8K	0.0% ($330.8K/$10.1B)	QoQ -12.53% (-$47.4K) YoY NEW(+$330.8K)
abrdn Precious Metals Basket ETF Trust(GLTRcusip003263100)	2.6K	QoQ 0.00% (+0) YoY NEW(+2.6K)	All Managers (Combined)	$330.4K	0.0% ($330.4K/$10.1B)	QoQ +17.91% (+$50.2K) YoY NEW(+$330.4K)
COPART INC(CPRTcusip217204106)	5.8K	QoQ -15.22% (-1.0K) YoY NEW(+5.8K)	All Managers (Combined)	$328.1K	0.0% ($328.1K/$10.1B)	QoQ -16.40% (-$64.4K) YoY NEW(+$328.1K)
Sweetgreen, Inc.(SGcusip87043Q108)	13.1K	QoQ 0.00% (-0) YoY -12.43% (-1.9K)	All Managers (Combined)	$326.7K	0.0% ($326.7K/$10.1B)	QoQ -21.95% (-$91.9K) YoY -13.26% (-$50.0K)
(cusip92206C565)✕	4.7K	QoQ -7.75% (-399) YoY NEW(+4.7K)	All Managers (Combined)	$326.5K	0.0% ($326.5K/$10.1B)	QoQ -6.91% (-$24.3K) YoY NEW(+$326.5K)
SEMPRA(SREcusip816851109)	4.6K	QoQ -13.14% (-692) YoY -3.40% (-161)	All Managers (Combined)	$326.2K	0.0% ($326.2K/$10.1B)	QoQ -29.35% (-$135.5K) YoY -4.02% (-$13.7K)
Vulcan Materials CO(VMCcusip929160109)	1.4K	QoQ -18.55% (-317) YoY -0.14% (-2)	All Managers (Combined)	$324.5K	0.0% ($324.5K/$10.1B)	QoQ -26.14% (-$114.9K) YoY -14.60% (-$55.5K)