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,
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  "CII",
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  "DUK",
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  null,
  null,
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  "GIS",
  null,
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  null,
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  "HD",
  "HPQ",
  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "STEM",
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  "IJR",
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  "KR",
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  "NOC",
  "OKE",
  null,
  null,
  "PAYX",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  "PANW",
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  null,
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  null,
  null,
  "GBDC",
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  null,
  null,
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  "AAPL",
  "SPY",
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  "NOW",
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  "O",
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  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  "IBM",
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  "CI",
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  "TD",
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  "TMO",
  "TJX",
  null,
  "TDG",
  "TFC",
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  "PAG",
  null,
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  null,
  null,
  null,
  null,
  null,
  "IWV",
  null,
  "LPX",
  null,
  "PRF",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "ATRO",
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  "IWN",
  null,
  "GBTG",
  null,
  null,
  null,
  "TSM",
  "IT",
  null,
  null,
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  null,
  "VYM",
  null,
  "DD",
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  "EW",
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  null,
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  "NFG",
  "MUSA",
  "UGI",
  "VOYA",
  "ATO",
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  "AON",
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  null,
  "AVY",
  "USFD",
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  "UBSI",
  "AXON",
  "APH",
  "AMD",
  "EL",
  "SDY",
  "FI",
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  "IP",
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  "WEC",
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  "IR",
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  "CAH",
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  "ECOR",
  "GAME",
  "EVLV",
  "ES",
  null,
  null,
  "IPG",
  null,
  null,
  null,
  "IDXX",
  null,
  "PEG",
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  null,
  "AMZN",
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  "IVE",
  null,
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  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",
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  "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,
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  null,
  "IXUS",
  "MTUM",
  "LYB",
  null,
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  "IUSV",
  null,
  "GEV",
  "MELI",
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  null,
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  "SPYV",
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  null,
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  null,
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  null,
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  null,
  "STE",
  "KMB",
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  "BDX",
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  null,
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  "CB",
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  "CHH",
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  null,
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  null,
  null,
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]

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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THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:8.1K

Value:$4.0M

% of Portfolio:0.0% ($4.0M/$10.1B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:63.7K

Value:$3.9M

% of Portfolio:0.0% ($3.9M/$10.1B)

46436E866

Shares:166.2K

Value:$3.9M

% of Portfolio:0.0% ($3.9M/$10.1B)

CHESAPEAKE UTILITIES CORP

CPK|165303108

Shares:29.4K

Value:$3.8M

% of Portfolio:0.0% ($3.8M/$10.1B)

464288570

Shares:36.5K

Value:$3.7M

% of Portfolio:0.0% ($3.7M/$10.1B)

46137V597

Shares:97.5K

Value:$3.7M

% of Portfolio:0.0% ($3.7M/$10.1B)

Blackstone Inc.

BX|09260D107

Shares:25.7K

Value:$3.6M

% of Portfolio:0.0% ($3.6M/$10.1B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:58.3K

Value:$3.5M

% of Portfolio:0.0% ($3.5M/$10.1B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:44.4K

Value:$3.5M

% of Portfolio:0.0% ($3.5M/$10.1B)

464288158

Shares:32.3K

Value:$3.4M

% of Portfolio:0.0% ($3.4M/$10.1B)

ASTRAZENECA PLC

AZN|046353108

Shares:45.9K

Value:$3.4M

% of Portfolio:0.0% ($3.4M/$10.1B)

UNION PACIFIC CORP

UNP|907818108

Shares:14.2K

Value:$3.4M

% of Portfolio:0.0% ($3.4M/$10.1B)

921932505

VOOG|921932505

Shares:9.9K

Value:$3.3M

% of Portfolio:0.0% ($3.3M/$10.1B)

97717W307

DLN|97717W307

Shares:40.7K

Value:$3.2M

% of Portfolio:0.0% ($3.2M/$10.1B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:13.5K

Value:$3.2M

% of Portfolio:0.0% ($3.2M/$10.1B)

33733E500

Shares:112.0K

Value:$3.2M

% of Portfolio:0.0% ($3.2M/$10.1B)

46654Q203

Shares:61.1K

Value:$3.2M

% of Portfolio:0.0% ($3.2M/$10.1B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:7.5K

Value:$3.1M

% of Portfolio:0.0% ($3.1M/$10.1B)

46436E858

Shares:136.8K

Value:$3.1M

% of Portfolio:0.0% ($3.1M/$10.1B)

46641Q191

BBEU|46641Q191

Shares:50.1K

Value:$3.1M

% of Portfolio:0.0% ($3.1M/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	8.1K	QoQ +0.82% (-66) YoY +4.23% (-328)	All Managers (Combined)	$4.0M	0.0% ($4.0M/$10.1B)	QoQ -3.55% (-$148.3K) YoY -10.75% (-$484.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	63.7K	QoQ +1.29% (+814) YoY -9.18% (-6.4K)	All Managers (Combined)	$3.9M	0.0% ($3.9M/$10.1B)	QoQ +5.59% (+$208.0K) YoY +12.28% (-$429.7K)
(cusip46436E866)✕	166.2K	QoQ +0.71% (+1.2K) YoY +4.35% (+6.9K)	All Managers (Combined)	$3.9M	0.0% ($3.9M/$10.1B)	QoQ +0.93% (+$35.8K) YoY +4.98% (+$184.4K)
CHESAPEAKE UTILITIES CORP(CPKcusip165303108)	29.4K	QoQ +0.15% (+47) YoY +0.64% (+190)	All Managers (Combined)	$3.8M	0.0% ($3.8M/$10.1B)	QoQ +6.00% (+$214.1K) YoY +20.46% (+$642.5K)
(cusip464288570)✕	36.5K	QoQ +0.06% (-25) YoY -3.24% (-1.2K)	All Managers (Combined)	$3.7M	0.0% ($3.7M/$10.1B)	QoQ -7.04% (-$283.3K) YoY -1.71% (-$65.1K)
(cusip46137V597)✕	97.5K	QoQ -0.87% (-863) YoY +1742.42% (+92.2K)	All Managers (Combined)	$3.7M	0.0% ($3.7M/$10.1B)	QoQ -9.81% (-$401.7K) YoY +1675.81% (+$3.5M)
Blackstone Inc.(BXcusip09260D107)	25.7K	QoQ +4.06% (-1.0K) YoY +8.91% (+2.1K)	All Managers (Combined)	$3.6M	0.0% ($3.6M/$10.1B)	QoQ -15.63% (-$667.2K) YoY +15.88% (+$493.4K)
ALTRIA GROUP, INC.(MOcusip02209S103)	58.3K	QoQ -6.80% (-4.3K) YoY +74.71% (+24.9K)	All Managers (Combined)	$3.5M	0.0% ($3.5M/$10.1B)	QoQ +6.97% (-$228.2K) YoY +140.40% (+$2.0M)
SCHWAB CHARLES CORP(SCHWcusip808513105)	44.4K	QoQ -2.11% (-957) YoY +12.93% (+5.1K)	All Managers (Combined)	$3.5M	0.0% ($3.5M/$10.1B)	QoQ +3.53% (-$118.6K) YoY +22.20% (+$630.8K)
(cusip464288158)✕	32.3K	QoQ -7.25% (-2.5K) YoY +212.75% (+22.0K)	All Managers (Combined)	$3.4M	0.0% ($3.4M/$10.1B)	QoQ -7.14% (-$262.8K) YoY +215.34% (+$2.3M)
ASTRAZENECA PLC(AZNcusip046353108)	45.9K	QoQ +1184.12% (+42.4K) YoY +830.75% (+41.0K)	All Managers (Combined)	$3.4M	0.0% ($3.4M/$10.1B)	QoQ +1340.45% (+$3.1M) YoY +909.75% (+$3.0M)
UNION PACIFIC CORP(UNPcusip907818108)	14.2K	QoQ +0.80% (+113) YoY +21.29% (+2.5K)	All Managers (Combined)	$3.4M	0.0% ($3.4M/$10.1B)	QoQ +4.42% (+$142.2K) YoY +16.51% (+$475.5K)
(VOOGcusip921932505)	9.9K	QoQ +1.36% (-133) YoY +10.47% (+937)	All Managers (Combined)	$3.3M	0.0% ($3.3M/$10.1B)	QoQ -7.38% (-$263.4K) YoY +21.27% (+$579.5K)
(DLNcusip97717W307)	40.7K	QoQ +40.17% (+11.7K) YoY NEW(+40.7K)	All Managers (Combined)	$3.2M	0.0% ($3.2M/$10.1B)	QoQ +43.02% (+$971.6K) YoY NEW(+$3.2M)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	13.5K	QoQ +0.82% (-111) YoY +12.53% (+1.5K)	All Managers (Combined)	$3.2M	0.0% ($3.2M/$10.1B)	QoQ -13.89% (-$521.0K) YoY +6.24% (+$189.7K)
(cusip33733E500)✕	112.0K	QoQ -6.55% (-7.9K) YoY -38.76% (-70.9K)	All Managers (Combined)	$3.2M	0.0% ($3.2M/$10.1B)	QoQ -21.17% (-$861.2K) YoY -49.46% (-$3.1M)
(cusip46654Q203)✕	61.1K	QoQ +0.81% (-491) YoY NEW(+61.1K)	All Managers (Combined)	$3.2M	0.0% ($3.2M/$10.1B)	QoQ -7.41% (-$253.3K) YoY NEW(+$3.2M)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	7.5K	QoQ +0.17% (-13) YoY +8.10% (+562)	All Managers (Combined)	$3.1M	0.0% ($3.1M/$10.1B)	QoQ -1.14% (-$36.4K) YoY +14.11% (+$389.2K)
(cusip46436E858)✕	136.8K	QoQ +21.57% (+24.3K) YoY +112.67% (+72.5K)	All Managers (Combined)	$3.1M	0.0% ($3.1M/$10.1B)	QoQ +22.27% (+$571.8K) YoY +114.83% (+$1.7M)
(BBEUcusip46641Q191)	50.1K	QoQ 0.00% (+0) YoY -5.33% (-2.8K)	All Managers (Combined)	$3.1M	0.0% ($3.1M/$10.1B)	QoQ +11.56% (+$321.2K) YoY -1.46% (-$45.9K)