Wealthspire Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

789 positions
Manager:
SEC
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Page 35 of 40
46436E718
46436E718
Shares:
2544
Value:
$256.1M
464289867
464289867
Shares:
4401(-4.1%)
Value:
$253.4M(-3.7%)
SRH Total Return Fund, Inc.
STEW|101507101
Shares:
14678(+0.0%)
Value:
$253.2M(+7.7%)
GILEAD SCIENCES, INC.
GILD|375558103
Shares:
2244(-16.4%)
Value:
$251.4M(+1.3%)
55374X208
55374X208
Shares:
16078
Value:
$250.2M
Burke & Herbert Financial Services Corp.
BHRB|12135Y108
Shares:
4429(-23.7%)
Value:
$248.5M(-31.4%)
Caesars Entertainment, Inc.
CZR|12769G100
Shares:
9925
Value:
$248.1M
JONES LANG LASALLE INC
JLL|48020Q107
Shares:
999(+10.8%)
Value:
$247.7M(+8.5%)
XCEL ENERGY INC
XEL|98389B100
Shares:
3472(-16.4%)
Value:
$245.8M(-12.3%)
PUBLIC SERVICE ENTERPRISE GROUP INC
PEG|744573106
Shares:
2984(-2.7%)
Value:
$245.6M(-5.3%)
NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND
NRK|670656107
Shares:
23636(+0.0%)
Value:
$243.5M(-1.5%)
SYNOPSYS INC
SNPS|871607107
Shares:
567(+0.9%)
Value:
$243.2M(-10.8%)
REPUBLIC SERVICES, INC.
RSG|760759100
Shares:
1003
Value:
$242.9M
Eaton Vance California Municipal Income Trust
CEV|27826F101
Shares:
24196(+0.0%)
Value:
$242.4M(-0.2%)
BROADRIDGE FINANCIAL SOLUTIONS, INC.
BR|11133T103
Shares:
1000(+0.7%)
Value:
$242.4M(+7.9%)
MATERION Corp
MTRN|576690101
Shares:
2963(-13.5%)
Value:
$241.8M(-28.6%)
Johnson Controls International plc
JCI|G51502105
Shares:
3017(-4.9%)
Value:
$241.7M(-3.5%)
HORTON D R INC /DE/
DHI|23331A109
Shares:
1892(-9.6%)
Value:
$240.5M(-17.8%)
Monster Beverage Corp
MNST|61174X109
Shares:
4091(-0.1%)
Value:
$239.4M(+11.2%)
KLA CORP
KLAC|482480100
Shares:
352
Value:
$239.3M