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,
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  null,
  "XAIR",
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  "AZN",
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  "UNP",
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  null,
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  null,
  null,
  null,
  "LAMR",
  null,
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  null,
  null,
  "HUBS",
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  "IDA",
  "INGR",
  "AMAT",
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  null,
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  null,
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  "IVW",
  null,
  null,
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  null,
  null,
  "RMTI",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "STEM",
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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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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  null,
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  "GE",
  "GPC",
  null,
  "ICUI",
  "HIG",
  "HES",
  "HRL",
  "NVS",
  "OXY",
  null,
  null,
  "ORLY",
  null,
  "ADM",
  null,
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
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  "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",
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  "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,
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  null,
  "DFAX",
  "DFAC",
  "DDS",
  "DFS",
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  "DOCU",
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  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "VMC",
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  "NEE",
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  "MAR",
  "QQQ",
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  "MDY",
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  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "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

Page 8 of 40

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64135A705

Shares:227.5K

Value:$5.8M

% of Portfolio:0.1% ($5.8M/$10.1B)

25434V880

DFAX|25434V880

Shares:213.8K

Value:$5.6M

% of Portfolio:0.1% ($5.6M/$10.1B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:131.2K

Value:$5.5M

% of Portfolio:0.1% ($5.5M/$10.1B)

PEPSICO INC

PEP|713448108

Shares:35.9K

Value:$5.4M

% of Portfolio:0.1% ($5.4M/$10.1B)

Eaton Vance Municipal Bond Fund

EIM|27827X101

Shares:519.4K

Value:$5.2M

% of Portfolio:0.1% ($5.2M/$10.1B)

MCDONALDS CORP

MCD|580135101

Shares:16.6K

Value:$5.2M

% of Portfolio:0.1% ($5.2M/$10.1B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:71.8K

Value:$5.2M

% of Portfolio:0.1% ($5.2M/$10.1B)

ABBOTT LABORATORIES

ABT|002824100

Shares:37.4K

Value:$5.0M

% of Portfolio:0.0% ($5.0M/$10.1B)

46438F101

Shares:106.0K

Value:$5.0M

% of Portfolio:0.0% ($5.0M/$10.1B)

46434V647

Shares:200.4K

Value:$4.9M

% of Portfolio:0.0% ($4.9M/$10.1B)

CAVA GROUP, INC.

CAVA|148929102

Shares:54.4K

Value:$4.7M

% of Portfolio:0.0% ($4.7M/$10.1B)

78468R622

Shares:47.6K

Value:$4.5M

% of Portfolio:0.0% ($4.5M/$10.1B)

STARBUCKS CORP

SBUX|855244109

Shares:45.3K

Value:$4.4M

% of Portfolio:0.0% ($4.4M/$10.1B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:52.5K

Value:$4.4M

% of Portfolio:0.0% ($4.4M/$10.1B)

GENERAL ELECTRIC CO

GE|369604301

Shares:22.0K

Value:$4.4M

% of Portfolio:0.0% ($4.4M/$10.1B)

Merck & Co., Inc.

MRK|58933Y105

Shares:49.1K

Value:$4.4M

% of Portfolio:0.0% ($4.4M/$10.1B)

808524508

Shares:164.8K

Value:$4.3M

% of Portfolio:0.0% ($4.3M/$10.1B)

81369Y209

Shares:28.6K

Value:$4.2M

% of Portfolio:0.0% ($4.2M/$10.1B)

78468R663

Shares:44.9K

Value:$4.1M

% of Portfolio:0.0% ($4.1M/$10.1B)

25434V807

Shares:103.9K

Value:$4.1M

% of Portfolio:0.0% ($4.1M/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip64135A705)✕	227.5K	QoQ +3.81% (+8.4K) YoY NEW(+227.5K)	All Managers (Combined)	$5.8M	0.1% ($5.8M/$10.1B)	QoQ +0.78% (+$45.4K) YoY NEW(+$5.8M)
(DFAXcusip25434V880)	213.8K	QoQ +2.48% (+5.2K) YoY NEW(+213.8K)	All Managers (Combined)	$5.6M	0.1% ($5.6M/$10.1B)	QoQ +8.01% (+$415.5K) YoY NEW(+$5.6M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	131.2K	QoQ -0.78% (-1.0K) YoY +10.41% (+12.4K)	All Managers (Combined)	$5.5M	0.1% ($5.5M/$10.1B)	QoQ -5.79% (-$336.9K) YoY +21.51% (+$969.3K)
PEPSICO INC(PEPcusip713448108)	35.9K	QoQ +0.36% (-130) YoY +17.26% (+5.3K)	All Managers (Combined)	$5.4M	0.1% ($5.4M/$10.1B)	QoQ -1.03% (-$56.5K) YoY +0.46% (+$25.1K)
Eaton Vance Municipal Bond Fund(EIMcusip27827X101)	519.4K	QoQ +10.41% (+49.0K) YoY -8.39% (-47.6K)	All Managers (Combined)	$5.2M	0.1% ($5.2M/$10.1B)	QoQ +6.26% (+$305.1K) YoY -11.75% (-$689.7K)
MCDONALDS CORP(MCDcusip580135101)	16.6K	QoQ -5.66% (-996) YoY +9.77% (+1.5K)	All Managers (Combined)	$5.2M	0.1% ($5.2M/$10.1B)	QoQ +1.64% (-$84.0K) YoY +21.62% (+$920.4K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	71.8K	QoQ +204.07% (+48.2K) YoY +231.93% (+50.2K)	All Managers (Combined)	$5.2M	0.1% ($5.2M/$10.1B)	QoQ +210.78% (+$3.5M) YoY +311.13% (+$3.9M)
ABBOTT LABORATORIES(ABTcusip002824100)	37.4K	QoQ -0.57% (-217) YoY -3.00% (-1.2K)	All Managers (Combined)	$5.0M	0.0% ($5.0M/$10.1B)	QoQ +16.60% (-$706.7K) YoY +13.19% (-$578.7K)
(cusip46438F101)✕	106.0K	QoQ +36.81% (+28.5K) YoY NEW(+106.0K)	All Managers (Combined)	$5.0M	0.0% ($5.0M/$10.1B)	QoQ +20.72% (+$851.9K) YoY NEW(+$5.0M)
(cusip46434V647)✕	200.4K	QoQ +1.84% (+3.6K) YoY +3.32% (+6.4K)	All Managers (Combined)	$4.9M	0.0% ($4.9M/$10.1B)	QoQ +3.07% (+$145.1K) YoY +5.85% (+$268.8K)
CAVA GROUP, INC.(CAVAcusip148929102)	54.4K	QoQ +1.08% (-585) YoY +17.85% (+8.2K)	All Managers (Combined)	$4.7M	0.0% ($4.7M/$10.1B)	QoQ -22.56% (-$1.4M) YoY +45.38% (+$1.5M)
(cusip78468R622)✕	47.6K	QoQ -4.92% (-2.5K) YoY +650.54% (+41.2K)	All Managers (Combined)	$4.5M	0.0% ($4.5M/$10.1B)	QoQ -5.09% (-$243.5K) YoY +651.31% (+$3.9M)
STARBUCKS CORP(SBUXcusip855244109)	45.3K	QoQ +5.95% (+2.5K) YoY +35.11% (+11.8K)	All Managers (Combined)	$4.4M	0.0% ($4.4M/$10.1B)	QoQ +13.89% (+$541.7K) YoY +45.01% (+$1.4M)
Palantir Technologies Inc.(PLTRcusip69608A108)	52.5K	QoQ -36.78% (-30.5K) YoY -53.78% (-61.1K)	All Managers (Combined)	$4.4M	0.0% ($4.4M/$10.1B)	QoQ -29.44% (-$1.8M) YoY +69.51% (-$1.8M)
GENERAL ELECTRIC CO(GEcusip369604301)	22.0K	QoQ +4.62% (+975) YoY +42.00% (+6.5K)	All Managers (Combined)	$4.4M	0.0% ($4.4M/$10.1B)	QoQ +25.55% (+$897.8K) YoY +61.92% (+$1.7M)
Merck & Co., Inc.(MRKcusip58933Y105)	49.1K	QoQ -10.02% (-5.5K) YoY -0.47% (-232)	All Managers (Combined)	$4.4M	0.0% ($4.4M/$10.1B)	QoQ -18.81% (-$1.0M) YoY -32.29% (-$2.1M)
(cusip808524508)✕	164.8K	QoQ -0.30% (-498) YoY +363.22% (+129.2K)	All Managers (Combined)	$4.3M	0.0% ($4.3M/$10.1B)	QoQ -5.73% (-$262.7K) YoY +49.04% (+$1.4M)
(cusip81369Y209)✕	28.6K	QoQ -3.46% (-1.0K) YoY +98.03% (+14.2K)	All Managers (Combined)	$4.2M	0.0% ($4.2M/$10.1B)	QoQ +2.45% (-$100.1K) YoY +95.73% (+$2.0M)
(cusip78468R663)✕	44.9K	QoQ 0.00% (+0) YoY -16.38% (-8.8K)	All Managers (Combined)	$4.1M	0.0% ($4.1M/$10.1B)	QoQ +0.32% (+$13.5K) YoY -16.45% (-$810.7K)
(cusip25434V807)✕	103.9K	QoQ -1.21% (-1.3K) YoY NEW(+103.9K)	All Managers (Combined)	$4.1M	0.0% ($4.1M/$10.1B)	QoQ +9.58% (-$357.6K) YoY NEW(+$4.1M)