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",
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  "EXFY",
  "QCOM",
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  null,
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  null,
  null,
  null,
  "LAMR",
  null,
  "ISRG",
  null,
  null,
  "HUBS",
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  "ITW",
  "IDA",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
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  null,
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  null,
  "VKQ",
  "IIM",
  "IVW",
  null,
  null,
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  null,
  null,
  "RMTI",
  "SSP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "STEM",
  null,
  null,
  "ENX",
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  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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  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",
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  "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,
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  "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",
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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",
  "CEG",
  "CPRT",
  "CORT",
  "ED",
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  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "CYBR",
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  "DE",
  "FANG",
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  "DFAX",
  "DFAC",
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  "DOCU",
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  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
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  "MAR",
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  "ETN",
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  "XOM",
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  "LLY",
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  "MEC",
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  "PM",
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  null,
  "AWK",
  null,
  null,
  "APO",
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  "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 36 of 40

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CELESTICA INC

CLS|15101Q207

Shares:3.0K

Value:$238.6K

% of Portfolio:0.0% ($238.6K/$10.1B)

921937819

BIV|921937819

Shares:3.1K

Value:$237.2K

% of Portfolio:0.0% ($237.2K/$10.1B)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:22.1K

Value:$236.6K

% of Portfolio:0.0% ($236.6K/$10.1B)

78468R101

Shares:8.0K

Value:$234.4K

% of Portfolio:0.0% ($234.4K/$10.1B)

47103U845

Shares:4.6K

Value:$232.7K

% of Portfolio:0.0% ($232.7K/$10.1B)

Otis Worldwide Corp

OTIS|68902V107

Shares:2.2K

Value:$229.5K

% of Portfolio:0.0% ($229.5K/$10.1B)

PINNACLE WEST CAPITAL CORP

PNW|723484101

Shares:2.4K

Value:$228.5K

% of Portfolio:0.0% ($228.5K/$10.1B)

Ingredion Inc

INGR|457187102

Shares:1.7K

Value:$227.8K

% of Portfolio:0.0% ($227.8K/$10.1B)

46137V282

Shares:6.7K

Value:$227.8K

% of Portfolio:0.0% ($227.8K/$10.1B)

HUBSPOT INC

HUBS|443573100

Shares:390

Value:$222.8K

% of Portfolio:0.0% ($222.8K/$10.1B)

TORONTO DOMINION BANK

TD|891160509

Shares:3.7K

Value:$222.1K

% of Portfolio:0.0% ($222.1K/$10.1B)

464287119

Shares:2.7K

Value:$222.0K

% of Portfolio:0.0% ($222.0K/$10.1B)

TransDigm Group INC

TDG|893641100

Shares:160

Value:$221.5K

% of Portfolio:0.0% ($221.5K/$10.1B)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:420

Value:$220.9K

% of Portfolio:0.0% ($220.9K/$10.1B)

American Water Works Company, Inc.

AWK|030420103

Shares:1.5K

Value:$220.6K

% of Portfolio:0.0% ($220.6K/$10.1B)

Klaviyo, Inc.

KVYO|49845K101

Shares:7.3K

Value:$220.4K

% of Portfolio:0.0% ($220.4K/$10.1B)

Science Applications International Corp

SAIC|808625107

Shares:1.9K

Value:$218.5K

% of Portfolio:0.0% ($218.5K/$10.1B)

46435U515

Shares:8.6K

Value:$218.2K

% of Portfolio:0.0% ($218.2K/$10.1B)

8X8 INC /DE/

EGHT|282914100

Shares:108.2K

Value:$216.4K

% of Portfolio:0.0% ($216.4K/$10.1B)

Voya Financial, Inc.

VOYA|929089100

Shares:3.2K

Value:$215.9K

% of Portfolio:0.0% ($215.9K/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CELESTICA INC(CLScusip15101Q207)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$238.6K	0.0% ($238.6K/$10.1B)	QoQ NEW(+$238.6K) YoY NEW(+$238.6K)
(BIVcusip921937819)	3.1K	QoQ 0.00% (+0) YoY -81.96% (-14.1K)	All Managers (Combined)	$237.2K	0.0% ($237.2K/$10.1B)	QoQ +2.46% (+$5.7K) YoY -81.68% (-$1.1M)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	22.1K	QoQ -0.72% (-162) YoY +15.33% (+2.9K)	All Managers (Combined)	$236.6K	0.0% ($236.6K/$10.1B)	QoQ +0.77% (-$1.8K) YoY +41.76% (+$69.7K)
(cusip78468R101)✕	8.0K	QoQ 0.00% (+0) YoY NEW(+8.0K)	All Managers (Combined)	$234.4K	0.0% ($234.4K/$10.1B)	QoQ +0.79% (+$1.8K) YoY NEW(+$234.4K)
(cusip47103U845)✕	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$232.7K	0.0% ($232.7K/$10.1B)	QoQ NEW(+$232.7K) YoY NEW(+$232.7K)
Otis Worldwide Corp(OTIScusip68902V107)	2.2K	QoQ -9.77% (-241) YoY -49.31% (-2.2K)	All Managers (Combined)	$229.5K	0.0% ($229.5K/$10.1B)	QoQ +0.53% (-$1.2K) YoY -47.31% (-$206.1K)
PINNACLE WEST CAPITAL CORP(PNWcusip723484101)	2.4K	QoQ +0.29% (+7) YoY -15.64% (-445)	All Managers (Combined)	$228.5K	0.0% ($228.5K/$10.1B)	QoQ +12.69% (+$25.7K) YoY +7.51% (-$16.0K)
Ingredion Inc(INGRcusip457187102)	1.7K	QoQ +5.77% (+92) YoY NEW(+1.7K)	All Managers (Combined)	$227.8K	0.0% ($227.8K/$10.1B)	QoQ +3.96% (+$8.7K) YoY NEW(+$227.8K)
(cusip46137V282)✕	6.7K	QoQ +0.12% (-8) YoY NEW(+6.7K)	All Managers (Combined)	$227.8K	0.0% ($227.8K/$10.1B)	QoQ -8.50% (-$21.2K) YoY NEW(+$227.8K)
HUBSPOT INC(HUBScusip443573100)	390	QoQ NEW(+390) YoY NEW(+390)	All Managers (Combined)	$222.8K	0.0% ($222.8K/$10.1B)	QoQ NEW(+$222.8K) YoY NEW(+$222.8K)
TORONTO DOMINION BANK(TDcusip891160509)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$222.1K	0.0% ($222.1K/$10.1B)	QoQ NEW(+$222.1K) YoY NEW(+$222.1K)
(cusip464287119)✕	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$222.0K	0.0% ($222.0K/$10.1B)	QoQ NEW(+$222.0K) YoY NEW(+$222.0K)
TransDigm Group INC(TDGcusip893641100)	160	QoQ -11.11% (-20) YoY NEW(+160)	All Managers (Combined)	$221.5K	0.0% ($221.5K/$10.1B)	QoQ -2.96% (-$6.8K) YoY NEW(+$221.5K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	420	QoQ +13.51% (+50) YoY NEW(+420)	All Managers (Combined)	$220.9K	0.0% ($220.9K/$10.1B)	QoQ +0.45% (+$1.0K) YoY NEW(+$220.9K)
American Water Works Company, Inc.(AWKcusip030420103)	1.5K	QoQ NEW(+1.5K) YoY -11.53% (-195)	All Managers (Combined)	$220.6K	0.0% ($220.6K/$10.1B)	QoQ NEW(+$220.6K) YoY +6.78% (-$14.0K)
Klaviyo, Inc.(KVYOcusip49845K101)	7.3K	QoQ 0.00% (-0) YoY -49.00% (-7.0K)	All Managers (Combined)	$220.4K	0.0% ($220.4K/$10.1B)	QoQ -26.62% (-$80.0K) YoY -39.43% (-$143.5K)
Science Applications International Corp(SAICcusip808625107)	1.9K	QoQ +6.68% (+122) YoY +8.41% (-151)	All Managers (Combined)	$218.5K	0.0% ($218.5K/$10.1B)	QoQ +7.15% (+$14.6K) YoY -6.65% (-$15.6K)
(cusip46435U515)✕	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$218.2K	0.0% ($218.2K/$10.1B)	QoQ NEW(+$218.2K) YoY NEW(+$218.2K)
8X8 INC /DE/(EGHTcusip282914100)	108.2K	QoQ 0.00% (-0) YoY NEW(+108.2K)	All Managers (Combined)	$216.4K	0.0% ($216.4K/$10.1B)	QoQ -25.09% (-$72.5K) YoY NEW(+$216.4K)
Voya Financial, Inc.(VOYAcusip929089100)	3.2K	QoQ +7.38% (+219) YoY NEW(+3.2K)	All Managers (Combined)	$215.9K	0.0% ($215.9K/$10.1B)	QoQ +5.71% (+$11.7K) YoY NEW(+$215.9K)