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,
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  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,
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  null,
  "LIN",
  null,
  null,
  "L",
  null,
  null,
  null,
  "DHF",
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  "EVM",
  null,
  null,
  "EGHT",
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  "PWR",
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  "MDT",
  null,
  "MSFT",
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  "MS",
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  "TMUS",
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  "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",
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  "MAR",
  "QQQ",
  "IWM",
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  "MDY",
  "DIS",
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  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "MEC",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
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  "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 32 of 40

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AGREE REALTY CORP

ADC|008492100

Shares:4.2K

Value:$323.0K

% of Portfolio:0.0% ($323.0K/$10.1B)

AMETEK INC/

AME|031100100

Shares:1.9K

Value:$321.8K

% of Portfolio:0.0% ($321.8K/$10.1B)

78464A664

Shares:11.7K

Value:$319.5K

% of Portfolio:0.0% ($319.5K/$10.1B)

92204A884

Shares:2.2K

Value:$319.2K

% of Portfolio:0.0% ($319.2K/$10.1B)

26922A289

Shares:7.5K

Value:$319.0K

% of Portfolio:0.0% ($319.0K/$10.1B)

electroCore, Inc.

ECOR|28531P202

Shares:47.5K

Value:$317.8K

% of Portfolio:0.0% ($317.8K/$10.1B)

46432F396

MTUM|46432F396

Shares:1.6K

Value:$316.7K

% of Portfolio:0.0% ($316.7K/$10.1B)

46137V241

Shares:4.8K

Value:$316.3K

% of Portfolio:0.0% ($316.3K/$10.1B)

CORNING INC /NY

GLW|219350105

Shares:6.9K

Value:$315.2K

% of Portfolio:0.0% ($315.2K/$10.1B)

464287697

Shares:3.1K

Value:$313.9K

% of Portfolio:0.0% ($313.9K/$10.1B)

74347R107

Shares:3.8K

Value:$312.6K

% of Portfolio:0.0% ($312.6K/$10.1B)

KINDER MORGAN, INC.

KMI|49456B101

Shares:10.8K

Value:$308.3K

% of Portfolio:0.0% ($308.3K/$10.1B)

464287531

Shares:4.2K

Value:$307.6K

% of Portfolio:0.0% ($307.6K/$10.1B)

84858T772

Shares:9.1K

Value:$305.9K

% of Portfolio:0.0% ($305.9K/$10.1B)

Archer-Daniels-Midland Co

ADM|039483102

Shares:6.4K

Value:$305.4K

% of Portfolio:0.0% ($305.4K/$10.1B)

OGE ENERGY CORP.

OGE|670837103

Shares:6.6K

Value:$305.2K

% of Portfolio:0.0% ($305.2K/$10.1B)

464288521

Shares:5.3K

Value:$304.7K

% of Portfolio:0.0% ($304.7K/$10.1B)

78463X889

SPDW|78463X889

Shares:8.3K

Value:$302.9K

% of Portfolio:0.0% ($302.9K/$10.1B)

CENTERPOINT ENERGY INC

CNP|15189T107

Shares:8.3K

Value:$299.5K

% of Portfolio:0.0% ($299.5K/$10.1B)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:4.7K

Value:$296.5K

% of Portfolio:0.0% ($296.5K/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AGREE REALTY CORP(ADCcusip008492100)	4.2K	QoQ -7.98% (-363) YoY NEW(+4.2K)	All Managers (Combined)	$323.0K	0.0% ($323.0K/$10.1B)	QoQ +0.82% (-$2.6K) YoY NEW(+$323.0K)
AMETEK INC/(AMEcusip031100100)	1.9K	QoQ +0.59% (-11) YoY +57.45% (+682)	All Managers (Combined)	$321.8K	0.0% ($321.8K/$10.1B)	QoQ -3.93% (-$13.2K) YoY +48.21% (+$104.7K)
(cusip78464A664)✕	11.7K	QoQ NEW(+11.7K) YoY NEW(+11.7K)	All Managers (Combined)	$319.5K	0.0% ($319.5K/$10.1B)	QoQ NEW(+$319.5K) YoY NEW(+$319.5K)
(cusip92204A884)✕	2.2K	QoQ 0.00% (-0) YoY NEW(+2.2K)	All Managers (Combined)	$319.2K	0.0% ($319.2K/$10.1B)	QoQ -4.23% (-$14.1K) YoY NEW(+$319.2K)
(cusip26922A289)✕	7.5K	QoQ 0.00% (-0) YoY -28.41% (-3.0K)	All Managers (Combined)	$319.0K	0.0% ($319.0K/$10.1B)	QoQ -10.80% (-$38.7K) YoY -22.15% (-$90.8K)
electroCore, Inc.(ECORcusip28531P202)	47.5K	QoQ -0.05% (-26) YoY 0.00% (+0)	All Managers (Combined)	$317.8K	0.0% ($317.8K/$10.1B)	QoQ -58.75% (-$452.6K) YoY +8.42% (+$24.7K)
(MTUMcusip46432F396)	1.6K	QoQ -12.65% (-227) YoY NEW(+1.6K)	All Managers (Combined)	$316.7K	0.0% ($316.7K/$10.1B)	QoQ -14.67% (-$54.5K) YoY NEW(+$316.7K)
(cusip46137V241)✕	4.8K	QoQ +35.08% (+1.2K) YoY +36.23% (+1.3K)	All Managers (Combined)	$316.3K	0.0% ($316.3K/$10.1B)	QoQ +33.71% (+$79.7K) YoY +49.60% (+$104.9K)
CORNING INC /NY(GLWcusip219350105)	6.9K	QoQ -12.68% (-1.0K) YoY +10.23% (+639)	All Managers (Combined)	$315.2K	0.0% ($315.2K/$10.1B)	QoQ -15.87% (-$59.5K) YoY +53.11% (+$109.3K)
(cusip464287697)✕	3.1K	QoQ 0.00% (+0) YoY -0.89% (-28)	All Managers (Combined)	$313.9K	0.0% ($313.9K/$10.1B)	QoQ +5.41% (+$16.1K) YoY +18.91% (-$49.9K)
(cusip74347R107)✕	3.8K	QoQ 0.00% (-0) YoY +42.03% (+1.1K)	All Managers (Combined)	$312.6K	0.0% ($312.6K/$10.1B)	QoQ -10.39% (-$36.3K) YoY +51.89% (+$106.8K)
KINDER MORGAN, INC.(KMIcusip49456B101)	10.8K	QoQ +31.70% (+2.6K) YoY NEW(+10.8K)	All Managers (Combined)	$308.3K	0.0% ($308.3K/$10.1B)	QoQ +37.14% (+$83.5K) YoY NEW(+$308.3K)
(cusip464287531)✕	4.2K	QoQ 0.00% (-0) YoY NEW(+4.2K)	All Managers (Combined)	$307.6K	0.0% ($307.6K/$10.1B)	QoQ -8.38% (-$28.1K) YoY NEW(+$307.6K)
(cusip84858T772)✕	9.1K	QoQ NEW(+9.1K) YoY NEW(+9.1K)	All Managers (Combined)	$305.9K	0.0% ($305.9K/$10.1B)	QoQ NEW(+$305.9K) YoY NEW(+$305.9K)
Archer-Daniels-Midland Co(ADMcusip039483102)	6.4K	QoQ -20.62% (-1.7K) YoY -32.15% (-3.0K)	All Managers (Combined)	$305.4K	0.0% ($305.4K/$10.1B)	QoQ -24.57% (-$99.5K) YoY -48.14% (-$283.5K)
OGE ENERGY CORP.(OGEcusip670837103)	6.6K	QoQ +1.69% (+111) YoY +9.13% (+556)	All Managers (Combined)	$305.2K	0.0% ($305.2K/$10.1B)	QoQ +13.31% (+$35.9K) YoY +46.22% (+$96.5K)
(cusip464288521)✕	5.3K	QoQ 0.00% (+0) YoY NEW(+5.3K)	All Managers (Combined)	$304.7K	0.0% ($304.7K/$10.1B)	QoQ +0.50% (+$1.5K) YoY NEW(+$304.7K)
(SPDWcusip78463X889)	8.3K	QoQ +10.40% (+784) YoY NEW(+8.3K)	All Managers (Combined)	$302.9K	0.0% ($302.9K/$10.1B)	QoQ +17.77% (+$45.7K) YoY NEW(+$302.9K)
CENTERPOINT ENERGY INC(CNPcusip15189T107)	8.3K	QoQ -6.89% (-612) YoY +8.08% (+618)	All Managers (Combined)	$299.5K	0.0% ($299.5K/$10.1B)	QoQ +6.31% (-$17.8K) YoY +37.46% (+$81.6K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	4.7K	QoQ +4.53% (-203) YoY -45.99% (-4.0K)	All Managers (Combined)	$296.5K	0.0% ($296.5K/$10.1B)	QoQ -2.89% (-$8.8K) YoY -41.09% (-$206.8K)