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
Search and click to pin securities to the top
Page 4 of 40
92189H409
92189H409
Shares:
467955(+372.5%)
Value:
$23.9B(+365.9%)
464287309
IVW|464287309
Shares:
256641(+42.2%)
Value:
$23.8B(+30.0%)
464287655
IWM|464287655
Shares:
118472(-2.7%)
Value:
$23.6B(-12.2%)
922908553
VNQ|922908553
Shares:
259081(-3.7%)
Value:
$23.5B(-2.1%)
NVIDIA CORP
NVDA|67066G104
Shares:
195826(+12.0%)
Value:
$21.2B(-9.6%)
464287598
IWD|464287598
Shares:
109463(+2.0%)
Value:
$20.6B(+3.6%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
77328(-1.5%)
Value:
$19.0B(+0.8%)
33740F276
33740F276
Shares:
905610(+3.1%)
Value:
$18.4B(+7.4%)
921946406
VYM|921946406
Shares:
136695(-3.6%)
Value:
$17.6B(-2.6%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
143042(+3.5%)
Value:
$17.0B(+14.4%)
464287499
IWR|464287499
Shares:
197499(+8.2%)
Value:
$16.8B(+4.1%)
464287481
IWP|464287481
Shares:
139635(+10.2%)
Value:
$16.4B(+2.2%)
46434G863
46434G863
Shares:
467538(+275.9%)
Value:
$16.3B(+293.5%)
464287705
IJJ|464287705
Shares:
132530(+11.6%)
Value:
$15.9B(+6.9%)
464287689
IWV|464287689
Shares:
47767(-0.3%)
Value:
$15.2B(-5.2%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
90678(+0.2%)
Value:
$15.0B(+14.9%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
51913(+3.7%)
Value:
$15.0B(+23.4%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
15487(-4.0%)
Value:
$14.6B(-0.9%)
922908538
VOT|922908538
Shares:
57974(-2.4%)
Value:
$14.2B(-5.9%)
746729300
746729300
Shares:
371755(+12.6%)
Value:
$14.2B(+15.5%)