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",
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  "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 7 of 40

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78464A763

SDY|78464A763

Shares:57.5K

Value:$7.8M

% of Portfolio:0.1% ($7.8M/$10.1B)

381430503

GSLC|381430503

Shares:69.8K

Value:$7.7M

% of Portfolio:0.1% ($7.7M/$10.1B)

Byrna Technologies Inc.

BYRN|12448X201

Shares:453.4K

Value:$7.6M

% of Portfolio:0.1% ($7.6M/$10.1B)

78468R721

Shares:168.8K

Value:$7.6M

% of Portfolio:0.1% ($7.6M/$10.1B)

464288257

Shares:65.3K

Value:$7.6M

% of Portfolio:0.1% ($7.6M/$10.1B)

921908844

VIG|921908844

Shares:38.5K

Value:$7.5M

% of Portfolio:0.1% ($7.5M/$10.1B)

Walmart Inc.

WMT|931142103

Shares:85.0K

Value:$7.5M

% of Portfolio:0.1% ($7.5M/$10.1B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:14.1K

Value:$7.4M

% of Portfolio:0.1% ($7.4M/$10.1B)

Philip Morris International Inc.

PM|718172109

Shares:46.5K

Value:$7.4M

% of Portfolio:0.1% ($7.4M/$10.1B)

Broadcom Inc.

AVGO|11135F101

Shares:43.2K

Value:$7.2M

% of Portfolio:0.1% ($7.2M/$10.1B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:29.0K

Value:$7.2M

% of Portfolio:0.1% ($7.2M/$10.1B)

464287408

IVE|464287408

Shares:37.2K

Value:$7.1M

% of Portfolio:0.1% ($7.1M/$10.1B)

72201R569

Shares:142.6K

Value:$7.0M

% of Portfolio:0.1% ($7.0M/$10.1B)

ELI LILLY & Co

LLY|532457108

Shares:8.3K

Value:$6.9M

% of Portfolio:0.1% ($6.9M/$10.1B)

46138G805

Shares:244.3K

Value:$6.5M

% of Portfolio:0.1% ($6.5M/$10.1B)

NETFLIX INC

NFLX|64110L106

Shares:6.8K

Value:$6.3M

% of Portfolio:0.1% ($6.3M/$10.1B)

25434V831

Shares:184.8K

Value:$6.1M

% of Portfolio:0.1% ($6.1M/$10.1B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:133.1K

Value:$6.0M

% of Portfolio:0.1% ($6.0M/$10.1B)

97717W802

Shares:141.9K

Value:$6.0M

% of Portfolio:0.1% ($6.0M/$10.1B)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:9.3K

Value:$5.9M

% of Portfolio:0.1% ($5.9M/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SDYcusip78464A763)	57.5K	QoQ +3.31% (+1.8K) YoY +4.35% (+2.4K)	All Managers (Combined)	$7.8M	0.1% ($7.8M/$10.1B)	QoQ +6.11% (+$449.4K) YoY +7.88% (+$569.7K)
(GSLCcusip381430503)	69.8K	QoQ +0.30% (-215) YoY +0.26% (+183)	All Managers (Combined)	$7.7M	0.1% ($7.7M/$10.1B)	QoQ -4.13% (-$331.4K) YoY +6.33% (+$458.3K)
Byrna Technologies Inc.(BYRNcusip12448X201)	453.4K	QoQ -3.74% (-17.7K) YoY -18.02% (-99.7K)	All Managers (Combined)	$7.6M	0.1% ($7.6M/$10.1B)	QoQ -43.73% (-$5.9M) YoY -0.89% (-$69.2K)
(cusip78468R721)✕	168.8K	QoQ -1.69% (-2.9K) YoY -13.51% (-26.4K)	All Managers (Combined)	$7.6M	0.1% ($7.6M/$10.1B)	QoQ -2.87% (-$225.5K) YoY -16.13% (-$1.5M)
(cusip464288257)✕	65.3K	QoQ 0.00% (-0) YoY +0.49% (+321)	All Managers (Combined)	$7.6M	0.1% ($7.6M/$10.1B)	QoQ -0.94% (-$72.5K) YoY +6.20% (+$444.3K)
(VIGcusip921908844)	38.5K	QoQ -1.84% (-723) YoY +12.27% (+4.2K)	All Managers (Combined)	$7.5M	0.1% ($7.5M/$10.1B)	QoQ -2.76% (-$212.4K) YoY +19.26% (+$1.2M)
Walmart Inc.(WMTcusip931142103)	85.0K	QoQ +3.84% (+3.1K) YoY +15.21% (+11.2K)	All Managers (Combined)	$7.5M	0.1% ($7.5M/$10.1B)	QoQ +0.90% (+$66.7K) YoY +68.09% (+$3.0M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	14.1K	QoQ +0.93% (+130) YoY +15.34% (+1.9K)	All Managers (Combined)	$7.4M	0.1% ($7.4M/$10.1B)	QoQ +4.50% (+$318.5K) YoY +22.12% (+$1.3M)
Philip Morris International Inc.(PMcusip718172109)	46.5K	QoQ +1.82% (+833) YoY +84.38% (+21.3K)	All Managers (Combined)	$7.4M	0.1% ($7.4M/$10.1B)	QoQ +34.29% (+$1.9M) YoY +219.45% (+$5.1M)
Broadcom Inc.(AVGOcusip11135F101)	43.2K	QoQ +3.98% (-1.7K) YoY +1233.39% (+39.9K)	All Managers (Combined)	$7.2M	0.1% ($7.2M/$10.1B)	QoQ -24.90% (-$2.4M) YoY +68.46% (+$2.9M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	29.0K	QoQ +5.05% (+1.4K) YoY +14.57% (+3.7K)	All Managers (Combined)	$7.2M	0.1% ($7.2M/$10.1B)	QoQ +18.82% (+$1.1M) YoY +49.20% (+$2.4M)
(IVEcusip464287408)	37.2K	QoQ +4.09% (+1.5K) YoY +20.74% (+6.4K)	All Managers (Combined)	$7.1M	0.1% ($7.1M/$10.1B)	QoQ +3.92% (+$267.7K) YoY +23.18% (+$1.3M)
(cusip72201R569)✕	142.6K	QoQ +7.44% (+9.9K) YoY NEW(+142.6K)	All Managers (Combined)	$7.0M	0.1% ($7.0M/$10.1B)	QoQ +10.18% (+$646.7K) YoY NEW(+$7.0M)
ELI LILLY & Co(LLYcusip532457108)	8.3K	QoQ -4.13% (-360) YoY +39.17% (+2.4K)	All Managers (Combined)	$6.9M	0.1% ($6.9M/$10.1B)	QoQ +2.56% (-$172.2K) YoY +47.76% (+$2.2M)
(cusip46138G805)✕	244.3K	QoQ -21.72% (-67.8K) YoY -92.57% (-3.0M)	All Managers (Combined)	$6.5M	0.1% ($6.5M/$10.1B)	QoQ -20.13% (-$1.6M) YoY -92.54% (-$80.9M)
NETFLIX INC(NFLXcusip64110L106)	6.8K	QoQ -27.14% (-2.5K) YoY +14.67% (+865)	All Managers (Combined)	$6.3M	0.1% ($6.3M/$10.1B)	QoQ -23.77% (-$2.0M) YoY +76.07% (+$2.7M)
(cusip25434V831)✕	184.8K	QoQ -0.54% (-1.0K) YoY NEW(+184.8K)	All Managers (Combined)	$6.1M	0.1% ($6.1M/$10.1B)	QoQ -2.46% (-$154.7K) YoY NEW(+$6.1M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	133.1K	QoQ -0.78% (-1.0K) YoY +21.24% (+23.3K)	All Managers (Combined)	$6.0M	0.1% ($6.0M/$10.1B)	QoQ +12.54% (-$673.0K) YoY +31.06% (+$1.4M)
(cusip97717W802)✕	141.9K	QoQ -4.55% (-6.8K) YoY -10.22% (-16.2K)	All Managers (Combined)	$6.0M	0.1% ($6.0M/$10.1B)	QoQ +7.26% (-$408.0K) YoY -3.81% (-$238.7K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	9.3K	QoQ +66.39% (+3.7K) YoY +1831.81% (+8.9K)	All Managers (Combined)	$5.9M	0.1% ($5.9M/$10.1B)	QoQ +48.15% (+$1.9M) YoY +1172.96% (+$5.5M)