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 5 of 40
Meta Platforms, Inc.
META|30303M102
Shares:
24214(-2.8%)
Value:
$14.0B(-4.3%)
464287150
ITOT|464287150
Shares:
110684(+1.2%)
Value:
$13.5B(-4.0%)
Alphabet Inc.
GOOGL|02079K305
Shares:
84102(-15.1%)
Value:
$13.0B(-30.6%)
46137V357
RSP|46137V357
Shares:
73930(+365.1%)
Value:
$12.8B(+359.8%)
808524870
808524870
Shares:
472982(-3.5%)
Value:
$12.7B(+0.4%)
464287648
IWO|464287648
Shares:
49239(+11.6%)
Value:
$12.6B(-0.9%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
71237(-1.7%)
Value:
$12.1B(-0.1%)
46435G243
46435G243
Shares:
470232(+0.6%)
Value:
$11.8B(+1.7%)
464287630
IWN|464287630
Shares:
76446(+16.5%)
Value:
$11.5B(+7.2%)
78464A409
SPYG|78464A409
Shares:
141797(-3.8%)
Value:
$11.4B(-12.0%)
AbbVie Inc.
ABBV|00287Y109
Shares:
53742(-2.7%)
Value:
$11.3B(+14.8%)
46429B663
46429B663
Shares:
89910(+6.1%)
Value:
$10.9B(+14.4%)
25434V401
25434V401
Shares:
179995(-1.0%)
Value:
$10.9B(-6.1%)
808524102
SCHB|808524102
Shares:
501959(-1.0%)
Value:
$10.8B(-6.1%)
CHEVRON CORP
CVX|166764100
Shares:
63511(+0.6%)
Value:
$10.6B(+16.2%)
COCA COLA CO
KO|191216100
Shares:
146440(+0.7%)
Value:
$10.5B(+15.9%)
CHOICE HOTELS INTERNATIONAL INC /DE
CHH|169905106
Shares:
77466(+0.0%)
Value:
$10.3B(-6.4%)
97717X669
97717X669
Shares:
127793(-8.4%)
Value:
$10.2B(-9.6%)
33939L860
33939L860
Shares:
147949(+0.3%)
Value:
$10.1B(-2.8%)
25434V765
25434V765
Shares:
375386(-1.1%)
Value:
$10.1B(+5.6%)