Wealthspire Advisors, LLC

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: 0001646247
Manager Name: Wealthspire Advisors, LLC

Data Enrichment

70% identified

552 identified237 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

789 positions • $10,068,673.792K total value

789 positions

Manager:

SEC FilingSEC DataHachi Filing

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AGREE REALTY CORP

ADC|008492100

4185(-8.0%)

Value:

$323.0M(+0.8%)

AMETEK INC/

AME|031100100

1869(+0.6%)

Value:

$321.8M(-3.9%)

78464A664

11721

Value:

$319.5M

92204A884

2151(+0.0%)

Value:

$319.2M(-4.2%)

26922A289

7505(+0.0%)

Value:

$319.0M(-10.8%)

electroCore, Inc.

ECOR|28531P202

47498(-0.1%)

Value:

$317.8M(-58.8%)

46432F396

MTUM|46432F396

1567(-12.7%)

Value:

$316.7M(-14.7%)

46137V241

4767(+35.1%)

Value:

$316.3M(+33.7%)

CORNING INC /NY

GLW|219350105

6884(-12.7%)

Value:

$315.2M(-15.9%)

464287697

3095(+0.0%)

Value:

$313.9M(+5.4%)

74347R107

3771(+0.0%)

Value:

$312.6M(-10.4%)

KINDER MORGAN, INC.

KMI|49456B101

10808(+31.7%)

Value:

$308.3M(+37.1%)

464287531

4168(+0.0%)

Value:

$307.6M(-8.4%)

84858T772

9122

Value:

$305.9M

Archer-Daniels-Midland Co

ADM|039483102

6361(-20.6%)

Value:

$305.4M(-24.6%)

OGE ENERGY CORP.

OGE|670837103

6641(+1.7%)

Value:

$305.2M(+13.3%)

464288521

5290(+0.0%)

Value:

$304.7M(+0.5%)

78463X889

SPDW|78463X889

8320(+10.4%)

Value:

$302.9M(+17.8%)

CENTERPOINT ENERGY INC

CNP|15189T107

8265(-6.9%)

Value:

$299.5M(+6.3%)

CARRIER GLOBAL Corp

CARR|14448C104

4676(+4.5%)

Value:

$296.5M(-2.9%)

Instrument	Shares		Other Manager	Value
Agree Realty Corp(ADCcusip008492100)	4.2K	QoQ -7.98% (-363) YoY NEW(+4.2K)	All Managers (Combined)	$323.0K	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	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	QoQ NEW(+$319.5K) YoY NEW(+$319.5K)
(cusip92204A884)✕	2.2K	QoQ 0.00% (-0) YoY NEW(+2.2K)	All Managers (Combined)	$319.2K	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -2.89% (-$8.8K) YoY -41.09% (-$206.8K)