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
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Page 7 of 40
78464A763
SDY|78464A763
Shares:
57480(+3.3%)
Value:
$7.8B(+6.1%)
381430503
GSLC|381430503
Shares:
69836(+0.3%)
Value:
$7.7B(-4.1%)
Byrna Technologies Inc.
BYRN|12448X201
Shares:
453399(-3.7%)
Value:
$7.6B(-43.7%)
78468R721
78468R721
Shares:
168824(-1.7%)
Value:
$7.6B(-2.9%)
464288257
464288257
Shares:
65321(+0.0%)
Value:
$7.6B(-0.9%)
921908844
VIG|921908844
Shares:
38500(-1.8%)
Value:
$7.5B(-2.8%)
Walmart Inc.
WMT|931142103
Shares:
85008(+3.8%)
Value:
$7.5B(+0.9%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
14107(+0.9%)
Value:
$7.4B(+4.5%)
Philip Morris International Inc.
PM|718172109
Shares:
46508(+1.8%)
Value:
$7.4B(+34.3%)
Broadcom Inc.
AVGO|11135F101
Shares:
43162(+4.0%)
Value:
$7.2B(-24.9%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
28976(+5.0%)
Value:
$7.2B(+18.8%)
464287408
IVE|464287408
Shares:
37176(+4.1%)
Value:
$7.1B(+3.9%)
72201R569
72201R569
Shares:
142589(+7.4%)
Value:
$7.0B(+10.2%)
ELI LILLY & Co
LLY|532457108
Shares:
8349(-4.1%)
Value:
$6.9B(+2.6%)
46138G805
46138G805
Shares:
244308(-21.7%)
Value:
$6.5B(-20.1%)
NETFLIX INC
NFLX|64110L106
Shares:
6761(-27.1%)
Value:
$6.3B(-23.8%)
25434V831
25434V831
Shares:
184804(-0.5%)
Value:
$6.1B(-2.5%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
133140(-0.8%)
Value:
$6.0B(+12.5%)
97717W802
97717W802
Shares:
141858(-4.5%)
Value:
$6.0B(+7.3%)
REGENERON PHARMACEUTICALS, INC.
REGN|75886F107
Shares:
9350(+66.4%)
Value:
$5.9B(+48.1%)