Wealthspire Advisors, LLC

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: 0001646247
Manager Name: Wealthspire Advisors, LLC

Data Enrichment

70% identified

552 identified237 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

789 positions • $10,068,673.792K total value

789 positions

Manager:

SEC FilingSEC DataHachi Filing

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Value:

$10.0B

464287168

DVY|464287168

73872(+3.4%)

Value:

$9.9B(+5.7%)

921910840

MGV|921910840

76633(+1.2%)

Value:

$9.9B(+4.4%)

46435G516

ESGD|46435G516

118625(-0.9%)

Value:

$9.7B(+6.3%)

922908512

VOE|922908512

59543(-0.2%)

Value:

$9.6B(-0.9%)

78464A284

371939(-16.2%)

Value:

$9.4B(-17.4%)

92204A207

42178(-3.3%)

Value:

$9.2B(+0.1%)

Tesla, Inc.

TSLA|88160R101

35090(+2.4%)

Value:

$9.1B(-34.3%)

VISA INC.

V|92826C839

25886(+6.3%)

Value:

$9.1B(+17.9%)

46137V613

PRF|46137V613

221981(+0.2%)

Value:

$9.0B(+0.4%)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

16769(+5.9%)

Value:

$8.9B(-0.8%)

25434V724

211065(-0.7%)

Value:

$8.7B(+0.0%)

HOME DEPOT, INC.

HD|437076102

23700(-0.1%)

Value:

$8.7B(-5.8%)

46435G425

ESGU|46435G425

69894(-2.0%)

Value:

$8.5B(-7.3%)

921937827

BSV|921937827

108706(-4.3%)

Value:

$8.5B(-3.1%)

33939L837

339142(+10.7%)

Value:

$8.5B(+18.6%)

78464A847

163767(-0.8%)

Value:

$8.4B(-7.2%)

Mastercard Inc

MA|57636Q104

15269(-1.3%)

Value:

$8.4B(+2.7%)

46429B267

360894(-7.5%)

Value:

$8.3B(-7.5%)

808524607

SCHA|808524607

349094(+0.3%)

Value:

$8.2B(-9.1%)

Instrument	Shares		Other Manager	Value
Berkshire Hathaway Inc(BRK-Acusip084670108)	13	QoQ NEW(+13) YoY NEW(+13)	All Managers (Combined)	$10.0M	QoQ NEW(+$10.0M) YoY NEW(+$10.0M)
(DVYcusip464287168)	73.9K	QoQ +3.35% (+2.4K) YoY +10.81% (+7.2K)	All Managers (Combined)	$9.9M	QoQ +5.71% (+$536.2K) YoY +20.81% (+$1.7M)
(MGVcusip921910840)	76.6K	QoQ +1.23% (+933) YoY NEW(+76.6K)	All Managers (Combined)	$9.9M	QoQ +4.41% (+$417.7K) YoY NEW(+$9.9M)
(ESGDcusip46435G516)	118.6K	QoQ -0.88% (-1.1K) YoY +1815.46% (+112.4K)	All Managers (Combined)	$9.7M	QoQ +6.34% (-$578.0K) YoY +1858.13% (+$9.2M)
(VOEcusip922908512)	59.5K	QoQ -0.19% (-119) YoY -19.16% (-14.1K)	All Managers (Combined)	$9.6M	QoQ -0.95% (-$92.3K) YoY -16.75% (-$1.9M)
(cusip78464A284)✕	371.9K	QoQ -16.18% (-71.8K) YoY NEW(+371.9K)	All Managers (Combined)	$9.4M	QoQ -17.36% (-$2.0M) YoY NEW(+$9.4M)
(cusip92204A207)✕	42.2K	QoQ -3.34% (-1.5K) YoY -16.22% (-8.2K)	All Managers (Combined)	$9.2M	QoQ +0.06% (-$5.7K) YoY -10.20% (-$1.0M)
Tesla, Inc.(TSLAcusip88160R101)	35.1K	QoQ +2.42% (-832) YoY +46.85% (+11.2K)	All Managers (Combined)	$9.1M	QoQ -34.26% (-$4.7M) YoY +116.49% (+$4.9M)
Visa Inc.(Vcusip92826C839)	25.9K	QoQ +6.31% (+1.5K) YoY +22.56% (+4.8K)	All Managers (Combined)	$9.1M	QoQ +17.89% (+$1.4M) YoY +53.90% (+$3.2M)
(PRFcusip46137V613)	222.0K	QoQ +0.21% (+466) YoY +2901.36% (+214.6K)	All Managers (Combined)	$9.0M	QoQ +0.38% (+$34.3K) YoY +3052.70% (+$8.7M)
Spdr S&P Midcap 400 Etf Trust(MDYcusip78467Y107)	16.8K	QoQ +5.89% (-934) YoY +36.07% (+4.4K)	All Managers (Combined)	$8.9M	QoQ -0.81% (-$73.2K) YoY +30.47% (+$2.1M)
(cusip25434V724)✕	211.1K	QoQ -0.67% (-1.4K) YoY NEW(+211.1K)	All Managers (Combined)	$8.7M	QoQ +0.03% (-$2.9K) YoY NEW(+$8.7M)
Home Depot, Inc.(HDcusip437076102)	23.7K	QoQ -0.07% (-17) YoY +19.07% (+3.8K)	All Managers (Combined)	$8.7M	QoQ -5.85% (-$539.8K) YoY +13.76% (+$1.1M)
(ESGUcusip46435G425)	69.9K	QoQ -2.03% (-1.5K) YoY +316.30% (+53.1K)	All Managers (Combined)	$8.5M	QoQ -7.29% (-$670.4K) YoY +341.47% (+$6.6M)
(BSVcusip921937827)	108.7K	QoQ -4.31% (-4.9K) YoY -4.03% (-4.6K)	All Managers (Combined)	$8.5M	QoQ -3.06% (-$268.6K) YoY -2.01% (-$175.4K)
(cusip33939L837)✕	339.1K	QoQ +10.67% (+32.7K) YoY +16.57% (+48.2K)	All Managers (Combined)	$8.5M	QoQ +18.57% (+$1.3M) YoY +20.58% (+$1.4M)
(cusip78464A847)✕	163.8K	QoQ -0.79% (-1.3K) YoY -16.83% (-33.2K)	All Managers (Combined)	$8.4M	QoQ -7.16% (-$646.8K) YoY -20.20% (-$2.1M)
Mastercard Inc(MAcusip57636Q104)	15.3K	QoQ -1.30% (-202) YoY +11.87% (+1.6K)	All Managers (Combined)	$8.4M	QoQ +2.73% (-$223.1K) YoY +27.34% (+$1.8M)
(cusip46429B267)✕	360.9K	QoQ -7.50% (-29.3K) YoY -38.50% (-225.9K)	All Managers (Combined)	$8.3M	QoQ -7.48% (-$671.1K) YoY -37.92% (-$5.1M)
(SCHAcusip808524607)	349.1K	QoQ +0.27% (-973) YoY +139.46% (+203.3K)	All Managers (Combined)	$8.2M	QoQ -9.14% (-$823.1K) YoY +13.94% (+$1.0M)