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",
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  "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",
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  "EXFY",
  "QCOM",
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  null,
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  null,
  null,
  null,
  "LAMR",
  null,
  "ISRG",
  null,
  null,
  "HUBS",
  "HWM",
  "ITW",
  "IDA",
  "INGR",
  "AMAT",
  "EMR",
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  "MUB",
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  null,
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  null,
  "VKQ",
  "IIM",
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  "RMTI",
  "SSP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "STEM",
  null,
  null,
  "ENX",
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  null,
  null,
  null,
  null,
  null,
  "NDMO",
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  null,
  null,
  null,
  null,
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  null,
  "LIN",
  null,
  null,
  "L",
  null,
  null,
  null,
  "DHF",
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  null,
  null,
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  "PWR",
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  null,
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  "EVRG",
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  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",
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  "PEP",
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  null,
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  "IEMG",
  "IJK",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  null,
  "ECL",
  "NVDA",
  "GS",
  null,
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  "INTC",
  "GEHC",
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  null,
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  "PG",
  null,
  "MRK",
  "VZ",
  null,
  null,
  null,
  "LPLA",
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  "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",
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  "DFS",
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  "DOCU",
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  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "VMC",
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  "IWB",
  "NEE",
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  "MAR",
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  "MDY",
  "DIS",
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  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
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  "MEC",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
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  "URI",
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  "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

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:13

Value:$10.0M

% of Portfolio:0.1% ($10.0M/$10.1B)

464287168

DVY|464287168

Shares:73.9K

Value:$9.9M

% of Portfolio:0.1% ($9.9M/$10.1B)

921910840

MGV|921910840

Shares:76.6K

Value:$9.9M

% of Portfolio:0.1% ($9.9M/$10.1B)

46435G516

ESGD|46435G516

Shares:118.6K

Value:$9.7M

% of Portfolio:0.1% ($9.7M/$10.1B)

922908512

VOE|922908512

Shares:59.5K

Value:$9.6M

% of Portfolio:0.1% ($9.6M/$10.1B)

78464A284

Shares:371.9K

Value:$9.4M

% of Portfolio:0.1% ($9.4M/$10.1B)

92204A207

Shares:42.2K

Value:$9.2M

% of Portfolio:0.1% ($9.2M/$10.1B)

Tesla, Inc.

TSLA|88160R101

Shares:35.1K

Value:$9.1M

% of Portfolio:0.1% ($9.1M/$10.1B)

VISA INC.

V|92826C839

Shares:25.9K

Value:$9.1M

% of Portfolio:0.1% ($9.1M/$10.1B)

46137V613

PRF|46137V613

Shares:222.0K

Value:$9.0M

% of Portfolio:0.1% ($9.0M/$10.1B)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:16.8K

Value:$8.9M

% of Portfolio:0.1% ($8.9M/$10.1B)

25434V724

Shares:211.1K

Value:$8.7M

% of Portfolio:0.1% ($8.7M/$10.1B)

HOME DEPOT, INC.

HD|437076102

Shares:23.7K

Value:$8.7M

% of Portfolio:0.1% ($8.7M/$10.1B)

46435G425

ESGU|46435G425

Shares:69.9K

Value:$8.5M

% of Portfolio:0.1% ($8.5M/$10.1B)

921937827

BSV|921937827

Shares:108.7K

Value:$8.5M

% of Portfolio:0.1% ($8.5M/$10.1B)

33939L837

Shares:339.1K

Value:$8.5M

% of Portfolio:0.1% ($8.5M/$10.1B)

78464A847

Shares:163.8K

Value:$8.4M

% of Portfolio:0.1% ($8.4M/$10.1B)

Mastercard Inc

MA|57636Q104

Shares:15.3K

Value:$8.4M

% of Portfolio:0.1% ($8.4M/$10.1B)

46429B267

Shares:360.9K

Value:$8.3M

% of Portfolio:0.1% ($8.3M/$10.1B)

808524607

SCHA|808524607

Shares:349.1K

Value:$8.2M

% of Portfolio:0.1% ($8.2M/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	13	QoQ NEW(+13) YoY NEW(+13)	All Managers (Combined)	$10.0M	0.1% ($10.0M/$10.1B)	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	0.1% ($9.9M/$10.1B)	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	0.1% ($9.9M/$10.1B)	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	0.1% ($9.7M/$10.1B)	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	0.1% ($9.6M/$10.1B)	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	0.1% ($9.4M/$10.1B)	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	0.1% ($9.2M/$10.1B)	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	0.1% ($9.1M/$10.1B)	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	0.1% ($9.1M/$10.1B)	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	0.1% ($9.0M/$10.1B)	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	0.1% ($8.9M/$10.1B)	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	0.1% ($8.7M/$10.1B)	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	0.1% ($8.7M/$10.1B)	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	0.1% ($8.5M/$10.1B)	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	0.1% ($8.5M/$10.1B)	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	0.1% ($8.5M/$10.1B)	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	0.1% ($8.4M/$10.1B)	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	0.1% ($8.4M/$10.1B)	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	0.1% ($8.3M/$10.1B)	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	0.1% ($8.2M/$10.1B)	QoQ -9.14% (-$823.1K) YoY +13.94% (+$1.0M)