Wealthspire Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified552 identified237 unidentified
Holdings
789 positions
Manager:
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Page 37 of 40
00768Y818
Shares:
1931(+0.0%)
Value:
$215.3M(-4.2%)
69374H857
Shares:
5714(+0.5%)
Value:
$214.3M(-14.4%)
92189F676
Shares:
1008(+1.4%)
Value:
$213.2M(-11.4%)
46137V134
Shares:
13437(-36.8%)
Value:
$211.5M(-50.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
7.9K | QoQ -4.87% (-407)YoY -5.69% (-480) | All Managers (Combined) | $215.9K | ||
4.6K | All Managers (Combined) | $215.5K | |||
(cusip00768Y818)✕ | 1.9K | All Managers (Combined) | $215.3K | ||
(cusip69374H857)✕ | 5.7K | QoQ +0.45% (-26)YoY NEW(+5.7K) | All Managers (Combined) | $214.3K | YoY NEW(+$214.3K) |
11.1K | QoQ 0.00% (-0)YoY +1.99% (+217) | All Managers (Combined) | $214.1K | ||
(cusip92189F676)✕ | 1.0K | QoQ +1.40% (-14)YoY NEW(+1.0K) | All Managers (Combined) | $213.2K | YoY NEW(+$213.2K) |
2.2K | YoY NEW(+2.2K) | All Managers (Combined) | $213.0K | YoY NEW(+$213.0K) | |
2.9K | All Managers (Combined) | $212.4K | |||
2.6K | QoQ -3.63% (-97)YoY NEW(+2.6K) | All Managers (Combined) | $211.6K | YoY NEW(+$211.6K) | |
(cusip46137V134)✕ | 13.4K | All Managers (Combined) | $211.5K | ||
6.3K | QoQ +3.97% (+239)YoY NEW(+6.3K) | All Managers (Combined) | $210.0K | YoY NEW(+$210.0K) | |
Reddit, Inc.(RDDTcusip75734B100) | 2.0K | QoQ 0.00% (-0)YoY NEW(+2.0K) | All Managers (Combined) | $209.2K | YoY NEW(+$209.2K) |
Carmax Inc(KMXcusip143130102) | 2.7K | All Managers (Combined) | $209.0K | ||
1.6K | QoQ NEW(+1.6K) YoY NEW(+1.6K) | All Managers (Combined) | $208.8K | QoQ NEW(+$208.8K) YoY NEW(+$208.8K) | |
Solventum Corp(SOLVcusip83444M101) | 2.7K | YoY NEW(+2.7K) | All Managers (Combined) | $208.2K | YoY NEW(+$208.2K) |
2.8K | QoQ +3.68% (-100)YoY NEW(+2.8K) | All Managers (Combined) | $206.1K | YoY NEW(+$206.1K) | |
6.8K | QoQ NEW(+6.8K) | All Managers (Combined) | $206.0K | QoQ NEW(+$206.0K) | |
5.9K | QoQ NEW(+5.9K) YoY NEW(+5.9K) | All Managers (Combined) | $205.5K | QoQ NEW(+$205.5K) YoY NEW(+$205.5K) | |
1.2K | QoQ -0.65% (-8)YoY NEW(+1.2K) | All Managers (Combined) | $204.9K | YoY NEW(+$204.9K) | |
3.1K | QoQ -9.58% (-331)YoY NEW(+3.1K) | All Managers (Combined) | $204.4K | YoY NEW(+$204.4K) |