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",
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  null,
  null,
  null,
  "DUK",
  "NUV",
  "EIM",
  "D",
  "NAD",
  "MLCO",
  "PTY",
  "ESS",
  "RXRX",
  "UTG",
  "RL",
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  "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",
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  null,
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  null,
  null,
  null,
  "LAMR",
  null,
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  null,
  null,
  "HUBS",
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  "ITW",
  "IDA",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
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  null,
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  null,
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  "IVW",
  null,
  null,
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  null,
  null,
  "RMTI",
  "SSP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "STEM",
  null,
  null,
  "ENX",
  "CEV",
  null,
  null,
  null,
  null,
  null,
  "NDMO",
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  "L",
  null,
  null,
  null,
  "DHF",
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  null,
  null,
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  "PWR",
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  null,
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  null,
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  "GE",
  "GPC",
  null,
  "ICUI",
  "HIG",
  "HES",
  "HRL",
  "NVS",
  "OXY",
  null,
  null,
  "ORLY",
  null,
  "ADM",
  null,
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
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  "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",
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  "PEP",
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  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",
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  "PRU",
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  null,
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  null,
  null,
  "LPLA",
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  "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",
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  "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",
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  "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",
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  "COP",
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  "CPRT",
  "CORT",
  "ED",
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  "GLW",
  "CTVA",
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  "FANG",
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  "DFAX",
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  null,
  "IJT",
  null,
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  "LLY",
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  "PM",
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  null,
  "AWK",
  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

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CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:1.2K

Value:$295.8K

% of Portfolio:0.0% ($295.8K/$10.1B)

78464A607

Shares:3.0K

Value:$295.6K

% of Portfolio:0.0% ($295.6K/$10.1B)

GOLUB CAPITAL BDC, Inc.

GBDC|38173M102

Shares:19.5K

Value:$295.4K

% of Portfolio:0.0% ($295.4K/$10.1B)

PLEXUS CORP

PLXS|729132100

Shares:2.3K

Value:$294.4K

% of Portfolio:0.0% ($294.4K/$10.1B)

UNITED BANKSHARES INC/WV

UBSI|909907107

Shares:8.4K

Value:$291.7K

% of Portfolio:0.0% ($291.7K/$10.1B)

46434VBD1

Shares:11.5K

Value:$290.4K

% of Portfolio:0.0% ($290.4K/$10.1B)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:2.7K

Value:$289.3K

% of Portfolio:0.0% ($289.3K/$10.1B)

FEDERAL REALTY INVESTMENT TRUST

FRT|313745101

Shares:2.9K

Value:$287.5K

% of Portfolio:0.0% ($287.5K/$10.1B)

46434G822

EWJ|46434G822

Shares:4.2K

Value:$287.1K

% of Portfolio:0.0% ($287.1K/$10.1B)

ZILLOW GROUP, INC.

Z|98954M200

Shares:4.2K

Value:$285.8K

% of Portfolio:0.0% ($285.8K/$10.1B)

BankFinancial CORP

BFIN|06643P104

Shares:22.5K

Value:$284.4K

% of Portfolio:0.0% ($284.4K/$10.1B)

IDACORP INC

IDA|451107106

Shares:2.4K

Value:$283.1K

% of Portfolio:0.0% ($283.1K/$10.1B)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:1.4K

Value:$282.9K

% of Portfolio:0.0% ($282.9K/$10.1B)

DuPont de Nemours, Inc.

DD|26614N102

Shares:3.8K

Value:$280.3K

% of Portfolio:0.0% ($280.3K/$10.1B)

Vista Energy, S.A.B. de C.V.

VIST|92837L109

Shares:6.0K

Value:$279.4K

% of Portfolio:0.0% ($279.4K/$10.1B)

Murphy USA Inc.

MUSA|626755102

Shares:593

Value:$278.6K

% of Portfolio:0.0% ($278.6K/$10.1B)

RELIANCE, INC.

RS|759509102

Shares:963

Value:$278.0K

% of Portfolio:0.0% ($278.0K/$10.1B)

46654Q609

Shares:3.8K

Value:$276.9K

% of Portfolio:0.0% ($276.9K/$10.1B)

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

Shares:1.5K

Value:$276.6K

% of Portfolio:0.0% ($276.6K/$10.1B)

464286681

Shares:2.9K

Value:$275.7K

% of Portfolio:0.0% ($275.7K/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	1.2K	QoQ -1.52% (-18) YoY +0.08% (-1)	All Managers (Combined)	$295.8K	0.0% ($295.8K/$10.1B)	QoQ -16.64% (-$59.1K) YoY -18.20% (-$65.9K)
(cusip78464A607)✕	3.0K	QoQ 0.00% (+0) YoY NEW(+3.0K)	All Managers (Combined)	$295.6K	0.0% ($295.6K/$10.1B)	QoQ +0.27% (+$804) YoY NEW(+$295.6K)
GOLUB CAPITAL BDC, Inc.(GBDCcusip38173M102)	19.5K	QoQ 0.00% (-0) YoY NEW(+19.5K)	All Managers (Combined)	$295.4K	0.0% ($295.4K/$10.1B)	QoQ -0.13% (-$390) YoY NEW(+$295.4K)
PLEXUS CORP(PLXScusip729132100)	2.3K	QoQ +0.83% (-19) YoY -9.09% (-230)	All Managers (Combined)	$294.4K	0.0% ($294.4K/$10.1B)	QoQ -17.43% (-$62.2K) YoY +22.83% (-$54.7K)
UNITED BANKSHARES INC/WV(UBSIcusip909907107)	8.4K	QoQ +0.73% (-61) YoY +2.49% (-205)	All Managers (Combined)	$291.7K	0.0% ($291.7K/$10.1B)	QoQ -7.05% (-$22.1K) YoY -0.77% (-$2.3K)
(cusip46434VBD1)✕	11.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$290.4K	0.0% ($290.4K/$10.1B)	QoQ +0.39% (+$1.2K) YoY +1.37% (+$3.9K)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$289.3K	0.0% ($289.3K/$10.1B)	QoQ NEW(+$289.3K) YoY NEW(+$289.3K)
FEDERAL REALTY INVESTMENT TRUST(FRTcusip313745101)	2.9K	QoQ -0.03% (-1) YoY NEW(+2.9K)	All Managers (Combined)	$287.5K	0.0% ($287.5K/$10.1B)	QoQ -12.65% (-$41.6K) YoY NEW(+$287.5K)
(EWJcusip46434G822)	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$287.1K	0.0% ($287.1K/$10.1B)	QoQ NEW(+$287.1K) YoY NEW(+$287.1K)
ZILLOW GROUP, INC.(Zcusip98954M200)	4.2K	QoQ -32.39% (-2.0K) YoY +1.01% (+42)	All Managers (Combined)	$285.8K	0.0% ($285.8K/$10.1B)	QoQ -37.41% (-$170.8K) YoY +41.97% (+$84.5K)
BankFinancial CORP(BFINcusip06643P104)	22.5K	QoQ 0.00% (-0) YoY NEW(+22.5K)	All Managers (Combined)	$284.4K	0.0% ($284.4K/$10.1B)	QoQ -0.43% (-$1.2K) YoY NEW(+$284.4K)
IDACORP INC(IDAcusip451107106)	2.4K	QoQ -15.88% (-460) YoY NEW(+2.4K)	All Managers (Combined)	$283.1K	0.0% ($283.1K/$10.1B)	QoQ -10.54% (-$33.4K) YoY NEW(+$283.1K)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	1.4K	QoQ -3.80% (-54) YoY NEW(+1.4K)	All Managers (Combined)	$282.9K	0.0% ($282.9K/$10.1B)	QoQ +8.30% (-$21.7K) YoY NEW(+$282.9K)
DuPont de Nemours, Inc.(DDcusip26614N102)	3.8K	QoQ -16.72% (-754) YoY -16.15% (-723)	All Managers (Combined)	$280.3K	0.0% ($280.3K/$10.1B)	QoQ -18.44% (-$63.4K) YoY -18.34% (-$63.0K)
Vista Energy, S.A.B. de C.V.(VISTcusip92837L109)	6.0K	QoQ 0.00% (-0) YoY NEW(+6.0K)	All Managers (Combined)	$279.4K	0.0% ($279.4K/$10.1B)	QoQ -13.95% (-$45.3K) YoY NEW(+$279.4K)
Murphy USA Inc.(MUSAcusip626755102)	593	QoQ -5.42% (-34) YoY -26.51% (-214)	All Managers (Combined)	$278.6K	0.0% ($278.6K/$10.1B)	QoQ -11.44% (-$36.0K) YoY -17.64% (-$59.7K)
RELIANCE, INC.(RScusip759509102)	963	QoQ +3.43% (+32) YoY NEW(+963)	All Managers (Combined)	$278.0K	0.0% ($278.0K/$10.1B)	QoQ +10.84% (+$27.2K) YoY NEW(+$278.0K)
(cusip46654Q609)✕	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$276.9K	0.0% ($276.9K/$10.1B)	QoQ NEW(+$276.9K) YoY NEW(+$276.9K)
LINCOLN ELECTRIC HOLDINGS INC(LECOcusip533900106)	1.5K	QoQ +3.76% (+53) YoY +58.91% (+542)	All Managers (Combined)	$276.6K	0.0% ($276.6K/$10.1B)	QoQ +4.69% (+$12.4K) YoY +17.67% (+$41.5K)
(cusip464286681)✕	2.9K	QoQ -14.70% (-508) YoY -49.11% (-2.8K)	All Managers (Combined)	$275.7K	0.0% ($275.7K/$10.1B)	QoQ -16.29% (-$53.7K) YoY -47.65% (-$251.0K)