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 4 of 40

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92189H409

Shares:468.0K

Value:$23.9M

% of Portfolio:0.2% ($23.9M/$10.1B)

464287309

IVW|464287309

Shares:256.6K

Value:$23.8M

% of Portfolio:0.2% ($23.8M/$10.1B)

464287655

IWM|464287655

Shares:118.5K

Value:$23.6M

% of Portfolio:0.2% ($23.6M/$10.1B)

922908553

VNQ|922908553

Shares:259.1K

Value:$23.5M

% of Portfolio:0.2% ($23.5M/$10.1B)

NVIDIA CORP

NVDA|67066G104

Shares:195.8K

Value:$21.2M

% of Portfolio:0.2% ($21.2M/$10.1B)

464287598

IWD|464287598

Shares:109.5K

Value:$20.6M

% of Portfolio:0.2% ($20.6M/$10.1B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:77.3K

Value:$19.0M

% of Portfolio:0.2% ($19.0M/$10.1B)

33740F276

Shares:905.6K

Value:$18.4M

% of Portfolio:0.2% ($18.4M/$10.1B)

921946406

VYM|921946406

Shares:136.7K

Value:$17.6M

% of Portfolio:0.2% ($17.6M/$10.1B)

EXXON MOBIL CORP

XOM|30231G102

Shares:143.0K

Value:$17.0M

% of Portfolio:0.2% ($17.0M/$10.1B)

464287499

IWR|464287499

Shares:197.5K

Value:$16.8M

% of Portfolio:0.2% ($16.8M/$10.1B)

464287481

IWP|464287481

Shares:139.6K

Value:$16.4M

% of Portfolio:0.2% ($16.4M/$10.1B)

46434G863

Shares:467.5K

Value:$16.3M

% of Portfolio:0.2% ($16.3M/$10.1B)

464287705

IJJ|464287705

Shares:132.5K

Value:$15.9M

% of Portfolio:0.2% ($15.9M/$10.1B)

464287689

IWV|464287689

Shares:47.8K

Value:$15.2M

% of Portfolio:0.2% ($15.2M/$10.1B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:90.7K

Value:$15.0M

% of Portfolio:0.1% ($15.0M/$10.1B)

SPDR GOLD TRUST

GLD|78463V107

Shares:51.9K

Value:$15.0M

% of Portfolio:0.1% ($15.0M/$10.1B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:15.5K

Value:$14.6M

% of Portfolio:0.1% ($14.6M/$10.1B)

922908538

VOT|922908538

Shares:58.0K

Value:$14.2M

% of Portfolio:0.1% ($14.2M/$10.1B)

746729300

Shares:371.8K

Value:$14.2M

% of Portfolio:0.1% ($14.2M/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92189H409)✕	468.0K	QoQ +372.54% (+368.9K) YoY NEW(+468.0K)	All Managers (Combined)	$23.9M	0.2% ($23.9M/$10.1B)	QoQ +365.89% (+$18.8M) YoY NEW(+$23.9M)
(IVWcusip464287309)	256.6K	QoQ +42.17% (+76.1K) YoY +74.66% (+109.7K)	All Managers (Combined)	$23.8M	0.2% ($23.8M/$10.1B)	QoQ +29.98% (+$5.5M) YoY +92.02% (+$11.4M)
(IWMcusip464287655)	118.5K	QoQ -2.72% (-3.3K) YoY +16.77% (+17.0K)	All Managers (Combined)	$23.6M	0.2% ($23.6M/$10.1B)	QoQ -12.17% (-$3.3M) YoY +10.77% (+$2.3M)
(VNQcusip922908553)	259.1K	QoQ -3.70% (-10.0K) YoY +37.05% (+70.1K)	All Managers (Combined)	$23.5M	0.2% ($23.5M/$10.1B)	QoQ -2.12% (-$508.7K) YoY +43.49% (+$7.1M)
NVIDIA CORP(NVDAcusip67066G104)	195.8K	QoQ +11.96% (-20.9K) YoY +1751.08% (+185.2K)	All Managers (Combined)	$21.2M	0.2% ($21.2M/$10.1B)	QoQ -9.63% (-$2.3M) YoY +122.03% (+$11.7M)
(IWDcusip464287598)	109.5K	QoQ +1.98% (+2.1K) YoY +23.40% (+20.8K)	All Managers (Combined)	$20.6M	0.2% ($20.6M/$10.1B)	QoQ +3.65% (+$726.0K) YoY +29.63% (+$4.7M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	77.3K	QoQ -1.50% (-1.2K) YoY +50.11% (+25.8K)	All Managers (Combined)	$19.0M	0.2% ($19.0M/$10.1B)	QoQ +0.79% (-$149.5K) YoY +83.84% (+$8.7M)
(cusip33740F276)✕	905.6K	QoQ +3.12% (+27.5K) YoY NEW(+905.6K)	All Managers (Combined)	$18.4M	0.2% ($18.4M/$10.1B)	QoQ +7.36% (+$1.3M) YoY NEW(+$18.4M)
(VYMcusip921946406)	136.7K	QoQ -3.64% (-5.2K) YoY -9.52% (-14.4K)	All Managers (Combined)	$17.6M	0.2% ($17.6M/$10.1B)	QoQ -2.60% (-$471.8K) YoY -3.56% (-$651.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	143.0K	QoQ +3.45% (+4.8K) YoY +16.59% (+20.4K)	All Managers (Combined)	$17.0M	0.2% ($17.0M/$10.1B)	QoQ +14.38% (+$2.1M) YoY +19.29% (+$2.8M)
(IWRcusip464287499)	197.5K	QoQ +8.19% (+15.0K) YoY +39.87% (+56.3K)	All Managers (Combined)	$16.8M	0.2% ($16.8M/$10.1B)	QoQ +4.12% (+$665.1K) YoY +41.50% (+$4.9M)
(IWPcusip464287481)	139.6K	QoQ +10.21% (+12.9K) YoY +42.84% (+41.9K)	All Managers (Combined)	$16.4M	0.2% ($16.4M/$10.1B)	QoQ +2.16% (+$346.9K) YoY +47.03% (+$5.2M)
(cusip46434G863)✕	467.5K	QoQ +275.95% (+343.2K) YoY NEW(+467.5K)	All Managers (Combined)	$16.3M	0.2% ($16.3M/$10.1B)	QoQ +293.51% (+$12.2M) YoY NEW(+$16.3M)
(IJJcusip464287705)	132.5K	QoQ +11.56% (+13.7K) YoY +52.95% (+45.9K)	All Managers (Combined)	$15.9M	0.2% ($15.9M/$10.1B)	QoQ +6.89% (+$1.0M) YoY +54.81% (+$5.6M)
(IWVcusip464287689)	47.8K	QoQ -0.29% (-141) YoY +1.55% (+731)	All Managers (Combined)	$15.2M	0.2% ($15.2M/$10.1B)	QoQ -5.24% (-$840.4K) YoY +7.49% (+$1.1M)
JOHNSON & JOHNSON(JNJcusip478160104)	90.7K	QoQ +0.21% (+198) YoY +2.08% (+1.9K)	All Managers (Combined)	$15.0M	0.1% ($15.0M/$10.1B)	QoQ +14.92% (+$2.0M) YoY +7.02% (+$987.0K)
SPDR GOLD TRUST(GLDcusip78463V107)	51.9K	QoQ +3.71% (+1.9K) YoY +11.82% (+5.5K)	All Managers (Combined)	$15.0M	0.1% ($15.0M/$10.1B)	QoQ +23.41% (+$2.8M) YoY +56.62% (+$5.4M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	15.5K	QoQ -3.99% (-644) YoY +47.84% (+5.0K)	All Managers (Combined)	$14.6M	0.1% ($14.6M/$10.1B)	QoQ -0.90% (-$133.5K) YoY +90.85% (+$7.0M)
(VOTcusip922908538)	58.0K	QoQ -2.38% (-1.4K) YoY -7.10% (-4.4K)	All Managers (Combined)	$14.2M	0.1% ($14.2M/$10.1B)	QoQ -5.89% (-$888.1K) YoY -3.61% (-$532.1K)
(cusip746729300)✕	371.8K	QoQ +12.55% (+41.5K) YoY NEW(+371.8K)	All Managers (Combined)	$14.2M	0.1% ($14.2M/$10.1B)	QoQ +15.46% (+$1.9M) YoY NEW(+$14.2M)