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",
  "FEMY",
  "EXFY",
  "QCOM",
  "GALT",
  null,
  "FLL",
  "OSCR",
  null,
  null,
  null,
  "LAMR",
  null,
  "ISRG",
  null,
  null,
  "HUBS",
  "HWM",
  "ITW",
  "IDA",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "LNKB",
  null,
  "VKQ",
  "IIM",
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  "RMTI",
  "SSP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "STEM",
  null,
  null,
  "ENX",
  "CEV",
  null,
  null,
  null,
  null,
  null,
  "NDMO",
  "KMI",
  null,
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "ICF",
  "IWS",
  null,
  "LIN",
  null,
  null,
  "L",
  null,
  null,
  null,
  "DHF",
  "BFIN",
  "EVM",
  null,
  null,
  "EGHT",
  "MAV",
  "MPC",
  "MMC",
  "TLRY",
  "PWR",
  "MA",
  "MDT",
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "DX",
  "TMUS",
  "EXC",
  "EVRG",
  "FICO",
  null,
  "FIS",
  "GE",
  "GPC",
  null,
  "ICUI",
  "HIG",
  "HES",
  "HRL",
  "NVS",
  "OXY",
  null,
  null,
  "ORLY",
  null,
  "ADM",
  null,
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "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",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "PGR",
  "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",
  "PFE",
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  null,
  null,
  "LPLA",
  "MKC",
  "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",
  "SPDW",
  "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",
  "CZR",
  "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",
  "CMC",
  "COP",
  "CEG",
  "CPRT",
  "CORT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "CYBR",
  "DHR",
  "DE",
  "FANG",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DDS",
  "DFS",
  "DLR",
  "DOCU",
  "DCI",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "VMC",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "MEC",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "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 39 of 40

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88338H704

Shares:71.3K

Value:$99.8K

% of Portfolio:0.0% ($99.8K/$10.1B)

35953DAB0

Shares:103.0K

Value:$99.7K

% of Portfolio:0.0% ($99.7K/$10.1B)

09257WAE0

Shares:102.0K

Value:$99.1K

% of Portfolio:0.0% ($99.1K/$10.1B)

Eaton Vance California Municipal Bond Fund

EVM|27828A100

Shares:10.3K

Value:$95.8K

% of Portfolio:0.0% ($95.8K/$10.1B)

NUVEEN MUNICIPAL VALUE FUND INC

NUV|670928100

Shares:10.7K

Value:$94.2K

% of Portfolio:0.0% ($94.2K/$10.1B)

Joby Aviation, Inc.

JOBY|G65163100

Shares:15.0K

Value:$90.0K

% of Portfolio:0.0% ($90.0K/$10.1B)

184492106

Shares:91.9K

Value:$87.2K

% of Portfolio:0.0% ($87.2K/$10.1B)

38747R751

Shares:15.0K

Value:$77.1K

% of Portfolio:0.0% ($77.1K/$10.1B)

WRAP TECHNOLOGIES, INC.

WRAP|98212N107

Shares:44.8K

Value:$76.7K

% of Portfolio:0.0% ($76.7K/$10.1B)

Tilray Brands, Inc.

TLRY|88688T100

Shares:101.1K

Value:$66.5K

% of Portfolio:0.0% ($66.5K/$10.1B)

RECURSION PHARMACEUTICALS, INC.

RXRX|75629V104

Shares:12.5K

Value:$66.0K

% of Portfolio:0.0% ($66.0K/$10.1B)

Evolv Technologies Holdings, Inc.

EVLV|30049H102

Shares:20.6K

Value:$64.3K

% of Portfolio:0.0% ($64.3K/$10.1B)

70509VAA8

Shares:44.0K

Value:$41.2K

% of Portfolio:0.0% ($41.2K/$10.1B)

25402DAB8

Shares:44.0K

Value:$41.0K

% of Portfolio:0.0% ($41.0K/$10.1B)

405024AB6

Shares:42.0K

Value:$40.0K

% of Portfolio:0.0% ($40.0K/$10.1B)

307359885

Shares:34.3K

Value:$38.7K

% of Portfolio:0.0% ($38.7K/$10.1B)

70932AAF0

Shares:39.0K

Value:$38.6K

% of Portfolio:0.0% ($38.6K/$10.1B)

FEMASYS INC

FEMY|31447E105

Shares:28.1K

Value:$35.2K

% of Portfolio:0.0% ($35.2K/$10.1B)

E.W. SCRIPPS Co

SSP|811054402

Shares:11.1K

Value:$32.7K

% of Portfolio:0.0% ($32.7K/$10.1B)

83304AAF3

Shares:36.0K

Value:$32.1K

% of Portfolio:0.0% ($32.1K/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip88338H704)✕	71.3K	QoQ 0.00% (-0) YoY +39.02% (+20.0K)	All Managers (Combined)	$99.8K	0.0% ($99.8K/$10.1B)	QoQ -22.65% (-$29.2K) YoY +17.24% (+$14.7K)
(cusip35953DAB0)✕	103.0K	QoQ NEW(+103.0K) YoY NEW(+103.0K)	All Managers (Combined)	$99.7K	0.0% ($99.7K/$10.1B)	QoQ NEW(+$99.7K) YoY NEW(+$99.7K)
(cusip09257WAE0)✕	102.0K	QoQ - YoY NEW(+102.0K)	All Managers (Combined)	$99.1K	0.0% ($99.1K/$10.1B)	QoQ +113.09% (+$52.6K) YoY NEW(+$99.1K)
Eaton Vance California Municipal Bond Fund(EVMcusip27828A100)	10.3K	QoQ 0.00% (+0) YoY NEW(+10.3K)	All Managers (Combined)	$95.8K	0.0% ($95.8K/$10.1B)	QoQ +1.09% (+$1.0K) YoY NEW(+$95.8K)
NUVEEN MUNICIPAL VALUE FUND INC(NUVcusip670928100)	10.7K	QoQ +2.38% (+250) YoY NEW(+10.7K)	All Managers (Combined)	$94.2K	0.0% ($94.2K/$10.1B)	QoQ +4.52% (+$4.1K) YoY NEW(+$94.2K)
Joby Aviation, Inc.(JOBYcusipG65163100)	15.0K	QoQ +25.09% (-3.0K) YoY NEW(+15.0K)	All Managers (Combined)	$90.0K	0.0% ($90.0K/$10.1B)	QoQ -7.36% (-$7.2K) YoY NEW(+$90.0K)
(cusip184492106)✕	91.9K	QoQ +22.47% (-16.9K) YoY NEW(+91.9K)	All Managers (Combined)	$87.2K	0.0% ($87.2K/$10.1B)	QoQ -9.88% (-$9.6K) YoY NEW(+$87.2K)
(cusip38747R751)✕	15.0K	QoQ NEW(+15.0K) YoY NEW(+15.0K)	All Managers (Combined)	$77.1K	0.0% ($77.1K/$10.1B)	QoQ NEW(+$77.1K) YoY NEW(+$77.1K)
WRAP TECHNOLOGIES, INC.(WRAPcusip98212N107)	44.8K	QoQ 0.00% (-0) YoY NEW(+44.8K)	All Managers (Combined)	$76.7K	0.0% ($76.7K/$10.1B)	QoQ -19.33% (-$18.4K) YoY NEW(+$76.7K)
Tilray Brands, Inc.(TLRYcusip88688T100)	101.1K	QoQ NEW(+101.1K) YoY NEW(+101.1K)	All Managers (Combined)	$66.5K	0.0% ($66.5K/$10.1B)	QoQ NEW(+$66.5K) YoY NEW(+$66.5K)
RECURSION PHARMACEUTICALS, INC.(RXRXcusip75629V104)	12.5K	QoQ 0.00% (-0) YoY +10.22% (-1.2K)	All Managers (Combined)	$66.0K	0.0% ($66.0K/$10.1B)	QoQ -21.74% (-$18.4K) YoY -41.51% (-$46.9K)
Evolv Technologies Holdings, Inc.(EVLVcusip30049H102)	20.6K	QoQ +0.89% (-182) YoY +13.22% (-2.4K)	All Managers (Combined)	$64.3K	0.0% ($64.3K/$10.1B)	QoQ -20.30% (-$16.4K) YoY -20.61% (-$16.7K)
(cusip70509VAA8)✕	44.0K	QoQ - YoY NEW(+44.0K)	All Managers (Combined)	$41.2K	0.0% ($41.2K/$10.1B)	QoQ +0.88% (+$362) YoY NEW(+$41.2K)
(cusip25402DAB8)✕	44.0K	QoQ - YoY NEW(+44.0K)	All Managers (Combined)	$41.0K	0.0% ($41.0K/$10.1B)	QoQ +4.94% (+$1.9K) YoY NEW(+$41.0K)
(cusip405024AB6)✕	42.0K	QoQ - YoY NEW(+42.0K)	All Managers (Combined)	$40.0K	0.0% ($40.0K/$10.1B)	QoQ +1.47% (+$582) YoY NEW(+$40.0K)
(cusip307359885)✕	34.3K	QoQ +77.92% (-15.0K) YoY NEW(+34.3K)	All Managers (Combined)	$38.7K	0.0% ($38.7K/$10.1B)	QoQ -17.26% (-$8.1K) YoY NEW(+$38.7K)
(cusip70932AAF0)✕	39.0K	QoQ NEW(+39.0K) YoY NEW(+39.0K)	All Managers (Combined)	$38.6K	0.0% ($38.6K/$10.1B)	QoQ NEW(+$38.6K) YoY NEW(+$38.6K)
FEMASYS INC(FEMYcusip31447E105)	28.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$35.2K	0.0% ($35.2K/$10.1B)	QoQ +13.63% (+$4.2K) YoY -19.35% (-$8.4K)
E.W. SCRIPPS Co(SSPcusip811054402)	11.1K	QoQ -5.15% (-601) YoY +9.07% (-920)	All Managers (Combined)	$32.7K	0.0% ($32.7K/$10.1B)	QoQ +27.03% (-$7.0K) YoY -17.84% (-$7.1K)
(cusip83304AAF3)✕	36.0K	QoQ - YoY NEW(+36.0K)	All Managers (Combined)	$32.1K	0.0% ($32.1K/$10.1B)	QoQ +2.80% (+$875) YoY NEW(+$32.1K)