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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HESS CORP

HES|42809H107

1722

Value:

$275.1M

Loar Holdings Inc.

LOAR|53947R105

3878(+0.0%)

Value:

$274.0M(-4.4%)

46137V720

5618(+0.0%)

Value:

$273.3M(-6.8%)

46435U432

10180

Value:

$272.3M

STERIS plc

STE|G8473T100

1198

Value:

$271.6M

REGAL REXNORD CORP

RRX|758750103

2375(-2.8%)

Value:

$270.4M(-28.6%)

46641Q308

5125(-59.7%)

Value:

$270.2M(-59.1%)

CBRE GROUP, INC.

CBRE|12504L109

2063(-2.9%)

Value:

$269.8M(-3.2%)

97717W760

4004(+0.1%)

Value:

$264.3M(+4.9%)

BROWN & BROWN, INC.

BRO|115236101

2114(+1.0%)

Value:

$262.9M(+23.1%)

Elevance Health, Inc.

ELV|036752103

601(-41.5%)

Value:

$261.5M(-31.1%)

92206C664

VTWO|92206C664

3239(+2.5%)

Value:

$261.3M(-7.4%)

336917109

6000(+0.0%)

Value:

$260.6M(+7.9%)

ENERPAC TOOL GROUP CORP

EPAC|292765104

5790(+0.0%)

Value:

$259.7M(+9.2%)

CAMECO CORP

CCJ|13321L108

6297

Value:

$259.2M

LPL Financial Holdings Inc.

LPLA|50212V100

791

Value:

$258.8M

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

1234(+2.4%)

Value:

$258.3M(+1.9%)

FNB CORP/PA/

FNB|302520101

19173(-1.2%)

Value:

$257.9M(-10.1%)

Diamondback Energy, Inc.

FANG|25278X109

1607(-2.5%)

Value:

$256.9M(-4.9%)

464287846

1887(+30.6%)

Value:

$256.8M(+24.2%)

Instrument	Shares		Other Manager	Value
Hess Corp(HEScusip42809H107)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$275.1K	QoQ NEW(+$275.1K) YoY NEW(+$275.1K)
Loar Holdings Inc.(LOARcusip53947R105)	3.9K	QoQ 0.00% (-0) YoY NEW(+3.9K)	All Managers (Combined)	$274.0K	QoQ -4.41% (-$12.6K) YoY NEW(+$274.0K)
(cusip46137V720)✕	5.6K	QoQ 0.00% (-0) YoY NEW(+5.6K)	All Managers (Combined)	$273.3K	QoQ -6.80% (-$19.9K) YoY NEW(+$273.3K)
(cusip46435U432)✕	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$272.3K	QoQ NEW(+$272.3K) YoY NEW(+$272.3K)
Steris Plc(STEcusipG8473T100)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$271.6K	QoQ NEW(+$271.6K) YoY NEW(+$271.6K)
Regal Rexnord Corp(RRXcusip758750103)	2.4K	QoQ -2.78% (-68) YoY NEW(+2.4K)	All Managers (Combined)	$270.4K	QoQ -28.65% (-$108.6K) YoY NEW(+$270.4K)
(cusip46641Q308)✕	5.1K	QoQ -59.74% (-7.6K) YoY -84.39% (-27.7K)	All Managers (Combined)	$270.2K	QoQ -59.09% (-$390.3K) YoY -84.60% (-$1.5M)
Cbre Group, Inc.(CBREcusip12504L109)	2.1K	QoQ -2.87% (-61) YoY NEW(+2.1K)	All Managers (Combined)	$269.8K	QoQ -3.24% (-$9.1K) YoY NEW(+$269.8K)
(cusip97717W760)✕	4.0K	QoQ +0.07% (+3) YoY NEW(+4.0K)	All Managers (Combined)	$264.3K	QoQ +4.94% (+$12.4K) YoY NEW(+$264.3K)
Brown & Brown, Inc.(BROcusip115236101)	2.1K	QoQ +1.00% (+21) YoY NEW(+2.1K)	All Managers (Combined)	$262.9K	QoQ +23.11% (+$49.4K) YoY NEW(+$262.9K)
Elevance Health, Inc.(ELVcusip036752103)	601	QoQ -41.53% (-427) YoY +17.84% (-91)	All Managers (Combined)	$261.5K	QoQ -31.07% (-$117.9K) YoY -1.13% (-$3.0K)
(VTWOcusip92206C664)	3.2K	QoQ +2.50% (-79) YoY -8.26% (-292)	All Managers (Combined)	$261.3K	QoQ -7.44% (-$21.0K) YoY -13.00% (-$39.1K)
(cusip336917109)✕	6.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$260.6K	QoQ +7.89% (+$19.1K) YoY +12.88% (+$29.8K)
Enerpac Tool Group Corp(EPACcusip292765104)	5.8K	QoQ 0.00% (+0) YoY NEW(+5.8K)	All Managers (Combined)	$259.7K	QoQ +9.17% (+$21.8K) YoY NEW(+$259.7K)
Cameco Corp(CCJcusip13321L108)	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$259.2K	QoQ NEW(+$259.2K) YoY NEW(+$259.2K)
Lpl Financial Holdings Inc.(LPLAcusip50212V100)	791	QoQ NEW(+791) YoY NEW(+791)	All Managers (Combined)	$258.8K	QoQ NEW(+$258.8K) YoY NEW(+$258.8K)
L3harris Technologies, Inc. /De/(LHXcusip502431109)	1.2K	QoQ +2.40% (+29) YoY -15.01% (-218)	All Managers (Combined)	$258.3K	QoQ +1.93% (+$4.9K) YoY -16.50% (-$51.1K)
Fnb Corp/Pa/(FNBcusip302520101)	19.2K	QoQ -1.17% (-227) YoY +0.73% (-140)	All Managers (Combined)	$257.9K	QoQ -10.06% (-$28.9K) YoY -3.90% (-$10.5K)
Diamondback Energy, Inc.(FANGcusip25278X109)	1.6K	QoQ -2.54% (-42) YoY +16.44% (-227)	All Managers (Combined)	$256.9K	QoQ -4.89% (-$13.2K) YoY -6.05% (-$16.5K)
(cusip464287846)✕	1.9K	QoQ +30.58% (+442) YoY NEW(+1.9K)	All Managers (Combined)	$256.8K	QoQ +24.20% (+$50.1K) YoY NEW(+$256.8K)