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 9 of 40
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
8073(+0.8%)
Value:
$4.0B(-3.5%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
63656(+1.3%)
Value:
$3.9B(+5.6%)
46436E866
46436E866
Shares:
166234(+0.7%)
Value:
$3.9B(+0.9%)
CHESAPEAKE UTILITIES CORP
CPK|165303108
Shares:
29441(+0.1%)
Value:
$3.8B(+6.0%)
464288570
464288570
Shares:
36492(+0.1%)
Value:
$3.7B(-7.0%)
46137V597
46137V597
Shares:
97538(-0.9%)
Value:
$3.7B(-9.8%)
Blackstone Inc.
BX|09260D107
Shares:
25749(+4.1%)
Value:
$3.6B(-15.6%)
ALTRIA GROUP, INC.
MO|02209S103
Shares:
58333(-6.8%)
Value:
$3.5B(+7.0%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
44351(-2.1%)
Value:
$3.5B(+3.5%)
464288158
464288158
Shares:
32320(-7.3%)
Value:
$3.4B(-7.1%)
ASTRAZENECA PLC
AZN|046353108
Shares:
45933(+1184.1%)
Value:
$3.4B(+1340.5%)
UNION PACIFIC CORP
UNP|907818108
Shares:
14196(+0.8%)
Value:
$3.4B(+4.4%)
921932505
VOOG|921932505
Shares:
9878(+1.4%)
Value:
$3.3B(-7.4%)
97717W307
DLN|97717W307
Shares:
40695(+40.2%)
Value:
$3.2B(+43.0%)
MARRIOTT INTERNATIONAL INC /MD/
MAR|571903202
Shares:
13548(+0.8%)
Value:
$3.2B(-13.9%)
33733E500
33733E500
Shares:
111999(-6.5%)
Value:
$3.2B(-21.2%)
46654Q203
46654Q203
Shares:
61095(+0.8%)
Value:
$3.2B(-7.4%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
7495(+0.2%)
Value:
$3.1B(-1.1%)
46436E858
46436E858
Shares:
136841(+21.6%)
Value:
$3.1B(+22.3%)
46641Q191
BBEU|46641Q191
Shares:
50113(+0.0%)
Value:
$3.1B(+11.6%)