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",
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  "FNDF",
  "ACN",
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "APD",
  "BABA",
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  "JLL",
  "VONG",
  null,
  "ALL",
  null,
  "GOOGL",
  "PXF",
  "VDE",
  "RIG",
  "AXP",
  null,
  null,
  "NMZ",
  null,
  "ASML",
  "T",
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  null,
  "GLTR",
  null,
  null,
  null,
  null,
  "CAT",
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  "LOW",
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  "KMX",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  "IBM",
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  "VIG",
  null,
  null,
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  "IWN",
  null,
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  null,
  null,
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  "TSM",
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  null,
  null,
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  null,
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  null,
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  null,
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  "NFG",
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  null,
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  "WEC",
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  "GAME",
  "EVLV",
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  null,
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  "IDXX",
  null,
  "PEG",
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  null,
  "AMZN",
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  null,
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  null,
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  null,
  null,
  "ESGD",
  null,
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  null,
  "FNB",
  "TPL",
  null,
  null,
  null,
  "BBCA",
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  null,
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  null,
  null,
  "VEU",
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  "VGT",
  null,
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  "ESGV",
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  "VLO",
  "VEA",
  "VGK",
  null,
  null,
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VXUS",
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  null,
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  "MGV",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "VIST",
  "PET",
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  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  "WRAP",
  "WPC",
  "XEL",
  "WDAY",
  "YUM",
  "Z",
  "IUSG",
  "ZIMV",
  null,
  "SOLV",
  "ADC",
  null,
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  "LNT",
  null,
  "BBEU",
  "DTE",
  null,
  "CART",
  "MTB",
  "AEM",
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
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  "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",
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  "DIA",
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  "SPOT",
  null,
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  null,
  "IXUS",
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  "IUSV",
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  "MELI",
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  "SPYV",
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  null,
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  null,
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  null,
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  null,
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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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INTERPUBLIC GROUP OF COMPANIES, INC.

IPG|460690100

Shares:7.9K

Value:$215.9K

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

SONOCO PRODUCTS CO

SON|835495102

Shares:4.6K

Value:$215.5K

% of Portfolio:0.0% ($215.5K/$10.1B)

00768Y818

Shares:1.9K

Value:$215.3K

% of Portfolio:0.0% ($215.3K/$10.1B)

69374H857

Shares:5.7K

Value:$214.3K

% of Portfolio:0.0% ($214.3K/$10.1B)

CTO Realty Growth, Inc.

CTO|22948Q101

Shares:11.1K

Value:$214.1K

% of Portfolio:0.0% ($214.1K/$10.1B)

92189F676

Shares:1.0K

Value:$213.2K

% of Portfolio:0.0% ($213.2K/$10.1B)

DT Midstream, Inc.

DTM|23345M107

Shares:2.2K

Value:$213.0K

% of Portfolio:0.0% ($213.0K/$10.1B)

922042866

VPL|922042866

Shares:2.9K

Value:$212.4K

% of Portfolio:0.0% ($212.4K/$10.1B)

MCCORMICK & CO INC

MKC|579780206

Shares:2.6K

Value:$211.6K

% of Portfolio:0.0% ($211.6K/$10.1B)

46137V134

Shares:13.4K

Value:$211.5K

% of Portfolio:0.0% ($211.5K/$10.1B)

SOUTHWEST AIRLINES CO

LUV|844741108

Shares:6.3K

Value:$210.0K

% of Portfolio:0.0% ($210.0K/$10.1B)

Reddit, Inc.

RDDT|75734B100

Shares:2.0K

Value:$209.2K

% of Portfolio:0.0% ($209.2K/$10.1B)

CARMAX INC

KMX|143130102

Shares:2.7K

Value:$209.0K

% of Portfolio:0.0% ($209.0K/$10.1B)

Howmet Aerospace Inc.

HWM|443201108

Shares:1.6K

Value:$208.8K

% of Portfolio:0.0% ($208.8K/$10.1B)

Solventum Corp

SOLV|83444M101

Shares:2.7K

Value:$208.2K

% of Portfolio:0.0% ($208.2K/$10.1B)

GLOBUS MEDICAL INC

GMED|379577208

Shares:2.8K

Value:$206.1K

% of Portfolio:0.0% ($206.1K/$10.1B)

Clearway Energy, Inc.

CWEN|18539C204

Shares:6.8K

Value:$206.0K

% of Portfolio:0.0% ($206.0K/$10.1B)

Option Care Health, Inc.

OPCH|68404L201

Shares:5.9K

Value:$205.5K

% of Portfolio:0.0% ($205.5K/$10.1B)

Expedia Group, Inc.

EXPE|30212P303

Shares:1.2K

Value:$204.9K

% of Portfolio:0.0% ($204.9K/$10.1B)

US Foods Holding Corp.

USFD|912008109

Shares:3.1K

Value:$204.4K

% of Portfolio:0.0% ($204.4K/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTERPUBLIC GROUP OF COMPANIES, INC.(IPGcusip460690100)	7.9K	QoQ -4.87% (-407) YoY -5.69% (-480)	All Managers (Combined)	$215.9K	0.0% ($215.9K/$10.1B)	QoQ -7.79% (-$18.2K) YoY -21.50% (-$59.1K)
SONOCO PRODUCTS CO(SONcusip835495102)	4.6K	QoQ -1.74% (-81) YoY -55.14% (-5.6K)	All Managers (Combined)	$215.5K	0.0% ($215.5K/$10.1B)	QoQ -4.98% (-$11.3K) YoY -63.36% (-$372.7K)
(cusip00768Y818)✕	1.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$215.3K	0.0% ($215.3K/$10.1B)	QoQ -4.19% (-$9.4K) YoY -4.62% (-$10.4K)
(cusip69374H857)✕	5.7K	QoQ +0.45% (-26) YoY NEW(+5.7K)	All Managers (Combined)	$214.3K	0.0% ($214.3K/$10.1B)	QoQ -14.39% (-$36.0K) YoY NEW(+$214.3K)
CTO Realty Growth, Inc.(CTOcusip22948Q101)	11.1K	QoQ 0.00% (-0) YoY +1.99% (+217)	All Managers (Combined)	$214.1K	0.0% ($214.1K/$10.1B)	QoQ -2.02% (-$4.4K) YoY +16.19% (+$29.8K)
(cusip92189F676)✕	1.0K	QoQ +1.40% (-14) YoY NEW(+1.0K)	All Managers (Combined)	$213.2K	0.0% ($213.2K/$10.1B)	QoQ -11.44% (-$27.6K) YoY NEW(+$213.2K)
DT Midstream, Inc.(DTMcusip23345M107)	2.2K	QoQ -16.52% (-437) YoY NEW(+2.2K)	All Managers (Combined)	$213.0K	0.0% ($213.0K/$10.1B)	QoQ -18.99% (-$50.0K) YoY NEW(+$213.0K)
(VPLcusip922042866)	2.9K	QoQ -57.93% (-4.0K) YoY -68.62% (-6.4K)	All Managers (Combined)	$212.4K	0.0% ($212.4K/$10.1B)	QoQ -57.09% (-$282.7K) YoY -70.09% (-$498.0K)
MCCORMICK & CO INC(MKCcusip579780206)	2.6K	QoQ -3.63% (-97) YoY NEW(+2.6K)	All Managers (Combined)	$211.6K	0.0% ($211.6K/$10.1B)	QoQ +4.01% (-$8.2K) YoY NEW(+$211.6K)
(cusip46137V134)✕	13.4K	QoQ -36.75% (-7.8K) YoY -44.00% (-10.6K)	All Managers (Combined)	$211.5K	0.0% ($211.5K/$10.1B)	QoQ -50.24% (-$213.6K) YoY -61.75% (-$341.6K)
SOUTHWEST AIRLINES CO(LUVcusip844741108)	6.3K	QoQ +3.97% (+239) YoY NEW(+6.3K)	All Managers (Combined)	$210.0K	0.0% ($210.0K/$10.1B)	QoQ +3.84% (+$7.8K) YoY NEW(+$210.0K)
Reddit, Inc.(RDDTcusip75734B100)	2.0K	QoQ 0.00% (-0) YoY NEW(+2.0K)	All Managers (Combined)	$209.2K	0.0% ($209.2K/$10.1B)	QoQ -35.81% (-$116.7K) YoY NEW(+$209.2K)
CARMAX INC(KMXcusip143130102)	2.7K	QoQ -3.14% (-87) YoY -36.14% (-1.5K)	All Managers (Combined)	$209.0K	0.0% ($209.0K/$10.1B)	QoQ -7.69% (-$17.4K) YoY -42.87% (-$156.9K)
Howmet Aerospace Inc.(HWMcusip443201108)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$208.8K	0.0% ($208.8K/$10.1B)	QoQ NEW(+$208.8K) YoY NEW(+$208.8K)
Solventum Corp(SOLVcusip83444M101)	2.7K	QoQ -11.96% (-372) YoY NEW(+2.7K)	All Managers (Combined)	$208.2K	0.0% ($208.2K/$10.1B)	QoQ +1.33% (-$2.8K) YoY NEW(+$208.2K)
GLOBUS MEDICAL INC(GMEDcusip379577208)	2.8K	QoQ +3.68% (-100) YoY NEW(+2.8K)	All Managers (Combined)	$206.1K	0.0% ($206.1K/$10.1B)	QoQ -8.23% (-$18.5K) YoY NEW(+$206.1K)
Clearway Energy, Inc.(CWENcusip18539C204)	6.8K	QoQ NEW(+6.8K) YoY -29.42% (-2.8K)	All Managers (Combined)	$206.0K	0.0% ($206.0K/$10.1B)	QoQ NEW(+$206.0K) YoY -7.32% (-$16.3K)
Option Care Health, Inc.(OPCHcusip68404L201)	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$205.5K	0.0% ($205.5K/$10.1B)	QoQ NEW(+$205.5K) YoY NEW(+$205.5K)
Expedia Group, Inc.(EXPEcusip30212P303)	1.2K	QoQ -0.65% (-8) YoY NEW(+1.2K)	All Managers (Combined)	$204.9K	0.0% ($204.9K/$10.1B)	QoQ -10.37% (-$23.7K) YoY NEW(+$204.9K)
US Foods Holding Corp.(USFDcusip912008109)	3.1K	QoQ -9.58% (-331) YoY NEW(+3.1K)	All Managers (Combined)	$204.4K	0.0% ($204.4K/$10.1B)	QoQ -12.26% (-$28.6K) YoY NEW(+$204.4K)