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, 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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Wealthspire-Advisors
Data Enrichment
70% identified552 identified237 unidentified
Holdings
789 positions • $10.1B total value
Manager:
Search and click to pin securities to the top
Page 5 of 40
808524870
Shares:473.0K
Value:$12.7M
% of Portfolio:0.1% ($12.7M/$10.1B)
46435G243
Shares:470.2K
Value:$11.8M
% of Portfolio:0.1% ($11.8M/$10.1B)
46429B663
Shares:89.9K
Value:$10.9M
% of Portfolio:0.1% ($10.9M/$10.1B)
25434V401
Shares:180.0K
Value:$10.9M
% of Portfolio:0.1% ($10.9M/$10.1B)
Shares:77.5K
Value:$10.3M
% of Portfolio:0.1% ($10.3M/$10.1B)
97717X669
Shares:127.8K
Value:$10.2M
% of Portfolio:0.1% ($10.2M/$10.1B)
33939L860
Shares:147.9K
Value:$10.1M
% of Portfolio:0.1% ($10.1M/$10.1B)
25434V765
Shares:375.4K
Value:$10.1M
% of Portfolio:0.1% ($10.1M/$10.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 24.2K | All Managers (Combined) | $14.0M | 0.1% ($14.0M/$10.1B) | |||
| 110.7K | All Managers (Combined) | $13.5M | 0.1% ($13.5M/$10.1B) | |||
Alphabet Inc.(GOOGLcusip02079K305) | 84.1K | All Managers (Combined) | $13.0M | 0.1% ($13.0M/$10.1B) | ||
| 73.9K | All Managers (Combined) | $12.8M | 0.1% ($12.8M/$10.1B) | |||
(cusip808524870)✕ | 473.0K | All Managers (Combined) | $12.7M | 0.1% ($12.7M/$10.1B) | ||
| 49.2K | All Managers (Combined) | $12.6M | 0.1% ($12.6M/$10.1B) | |||
| 71.2K | All Managers (Combined) | $12.1M | 0.1% ($12.1M/$10.1B) | |||
(cusip46435G243)✕ | 470.2K | YoY NEW(+470.2K) | All Managers (Combined) | $11.8M | 0.1% ($11.8M/$10.1B) | YoY NEW(+$11.8M) |
| 76.4K | All Managers (Combined) | $11.5M | 0.1% ($11.5M/$10.1B) | |||
| 141.8K | All Managers (Combined) | $11.4M | 0.1% ($11.4M/$10.1B) | |||
AbbVie Inc.(ABBVcusip00287Y109) | 53.7K | All Managers (Combined) | $11.3M | 0.1% ($11.3M/$10.1B) | ||
(cusip46429B663)✕ | 89.9K | All Managers (Combined) | $10.9M | 0.1% ($10.9M/$10.1B) | ||
(cusip25434V401)✕ | 180.0K | All Managers (Combined) | $10.9M | 0.1% ($10.9M/$10.1B) | ||
| 502.0K | All Managers (Combined) | $10.8M | 0.1% ($10.8M/$10.1B) | |||
CHEVRON CORP(CVXcusip166764100) | 63.5K | All Managers (Combined) | $10.6M | 0.1% ($10.6M/$10.1B) | ||
COCA COLA CO(KOcusip191216100) | 146.4K | All Managers (Combined) | $10.5M | 0.1% ($10.5M/$10.1B) | ||
| 77.5K | QoQ +0.04% (-32)YoY +0.11% (+86) | All Managers (Combined) | $10.3M | 0.1% ($10.3M/$10.1B) | ||
(cusip97717X669)✕ | 127.8K | All Managers (Combined) | $10.2M | 0.1% ($10.2M/$10.1B) | ||
(cusip33939L860)✕ | 147.9K | All Managers (Combined) | $10.1M | 0.1% ($10.1M/$10.1B) | ||
(cusip25434V765)✕ | 375.4K | YoY NEW(+375.4K) | All Managers (Combined) | $10.1M | 0.1% ($10.1M/$10.1B) | YoY NEW(+$10.1M) |