Wealthspire Advisors, LLC Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$4.2T
Holdings
703
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (703 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | WMTWALMART INC | 30,400 | $4.1B | 0.10% | |
| 102 | ZTSZOETIS INC | 26,119 | $4.1B | 0.10% | |
| 103 | UNPUNION PAC CORP | 18,480 | $4.1B | 0.10% | |
| 104 | NDQINVESCO QQQ TR | 12,723 | $4.1B | 0.10% | |
| 105 | BILSPDR SER TR | 43,624 | $4.0B | 0.09% | |
| 106 | ABBVABBVIE INC | 36,588 | $4.0B | 0.09% | |
| 107 | NVDANVIDIA CORPORATION | 7,392 | $3.9B | 0.09% | |
| 108 | NEENEXTERA ENERGY INC | 50,602 | $3.8B | 0.09% | |
| 109 | CVXCHEVRON CORP NEW | 36,499 | $3.8B | 0.09% | |
| 110 | EGBNEAGLE BANCORP INC MD | 71,059 | $3.8B | 0.09% | |
| 111 | PLTRPALANTIR TECHNOLOGIES INC | 161,680 | $3.8B | 0.09% | |
| 112 | COSTCOSTCO WHSL CORP NEW | 10,356 | $3.6B | 0.09% | |
| 113 | IVEISHARES TR | 25,438 | $3.6B | 0.09% | |
| 114 | TAT&T INC | 116,743 | $3.5B | 0.08% | |
| 115 | DBDEUTSCHE BANK A G | 281,541 | $3.4B | 0.08% | |
| 116 | BSJLINVESCO EXCH TRD SLF IDX FD | 145,636 | $3.4B | 0.08% | |
| 117 | IBMINTERNATIONAL BUSINESS MACHS | 25,148 | $3.4B | 0.08% | |
| 118 | BXBLACKSTONE GROUP INC | 44,778 | $3.3B | 0.08% | |
| 119 | TMOTHERMO FISHER SCIENTIFIC INC | 7,159 | $3.3B | 0.08% | |
| 120 | PBWINVESCO EXCHANGE TRADED FD T | 32,556 | $3.2B | 0.08% | |
| 121 | TROWPRICE T ROWE GROUP INC | 18,365 | $3.2B | 0.07% | |
| 122 | NOWSERVICENOW INC | 6,270 | $3.1B | 0.07% | |
| 123 | EGHT8X8 INC NEW | 95,731 | $3.1B | 0.07% | |
| 124 | UBSIUNITED BANKSHARES INC WEST V | 80,347 | $3.1B | 0.07% | |
| 125 | ADSKAUTODESK INC | 11,173 | $3.1B | 0.07% | |
| 126 | LOWLOWES COS INC | 16,019 | $3.0B | 0.07% | |
| 127 | ITOTISHARES TR | 32,947 | $3.0B | 0.07% | |
| 128 | FISVFISERV INC | 25,052 | $3.0B | 0.07% | |
| 129 | IBBISHARES TR | 19,801 | $3.0B | 0.07% | |
| 130 | AUBATLANTIC UN BANKSHARES CORP | 77,358 | $3.0B | 0.07% | |
| 131 | VGSHVANGUARD SCOTTSDALE FDS | 47,998 | $3.0B | 0.07% | |
| 132 | SHYISHARES TR | 33,641 | $2.9B | 0.07% | |
| 133 | QCOMQUALCOMM INC | 21,709 | $2.9B | 0.07% | |
| 134 | DYHTARGET CORP | 14,222 | $2.8B | 0.07% | |
| 135 | —J P MORGAN EXCHANGE-TRADED F | 99,262 | $2.7B | 0.06% | |
| 136 | HONHONEYWELL INTL INC | 12,523 | $2.7B | 0.06% | |
| 137 | MOALTRIA GROUP INC | 52,569 | $2.7B | 0.06% | |
| 138 | ITWILLINOIS TOOL WKS INC | 12,016 | $2.7B | 0.06% | |
| 139 | ACIALBERTSONS COS INC | 138,205 | $2.6B | 0.06% | |
| 140 | MDTMEDTRONIC PLC | 22,280 | $2.6B | 0.06% | |
| 141 | DWDMORGAN STANLEY | 33,852 | $2.6B | 0.06% | |
| 142 | DHRDANAHER CORPORATION | 11,603 | $2.6B | 0.06% | |
| 143 | BABOEING CO | 10,240 | $2.6B | 0.06% | |
| 144 | AMGNAMGEN INC | 10,416 | $2.6B | 0.06% | |
| 145 | PAGPENSKE AUTOMOTIVE GRP INC | 32,000 | $2.6B | 0.06% | |
| 146 | VGITVANGUARD SCOTTSDALE FDS | 38,021 | $2.6B | 0.06% | |
| 147 | AMTAMERICAN TOWER CORP NEW | 10,688 | $2.6B | 0.06% | |
| 148 | BMYBRISTOL-MYERS SQUIBB CO | 40,290 | $2.5B | 0.06% | |
| 149 | ORCLORACLE CORP | 36,127 | $2.5B | 0.06% | |
| 150 | HDVISHARES TR | 26,682 | $2.5B | 0.06% | |
| 151 | VBRVANGUARD INDEX FDS | 15,177 | $2.5B | 0.06% | |
| 152 | BLKCHFBLACKROCK INC | 3,314 | $2.5B | 0.06% | |
| 153 | NVV1NOVAVAX INC | 13,494 | $2.4B | 0.06% | |
| 154 | TXNTEXAS INSTRS INC | 12,938 | $2.4B | 0.06% | |
| 155 | IUSBISHARES TR | 46,043 | $2.4B | 0.06% | |
| 156 | BDXBECTON DICKINSON & CO | 9,928 | $2.4B | 0.06% | |
| 157 | FNDXSCHWAB STRATEGIC TR | 46,691 | $2.4B | 0.06% | |
| 158 | BABAALIBABA GROUP HLDG LTD | 10,432 | $2.4B | 0.06% | |
| 159 | DONSPDR DOW JONES INDL AVERAGE | 7,140 | $2.4B | 0.06% | |
| 160 | SPSBSPDR SER TR | 75,219 | $2.4B | 0.06% | |
| 161 | NSCNORFOLK SOUTHN CORP | 8,686 | $2.3B | 0.06% | |
| 162 | 4I1PHILIP MORRIS INTL INC | 26,215 | $2.3B | 0.06% | |
| 163 | ALLYALLY FINL INC | 50,421 | $2.3B | 0.05% | |
| 164 | ISRGINTUITIVE SURGICAL INC | 3,066 | $2.3B | 0.05% | |
| 165 | LLYLILLY ELI & CO | 11,998 | $2.2B | 0.05% | |
| 166 | AQLTISHARES TR | 30,743 | $2.2B | 0.05% | |
| 167 | TFCTRUIST FINL CORP | 37,682 | $2.2B | 0.05% | |
| 168 | UPSUNITED PARCEL SERVICE INC | 12,809 | $2.2B | 0.05% | |
| 169 | REETISHARES TR | 85,327 | $2.2B | 0.05% | |
| 170 | SCHMSCHWAB STRATEGIC TR | 28,185 | $2.1B | 0.05% | |
| 171 | ETNEATON CORP PLC | 15,091 | $2.1B | 0.05% | |
| 172 | LINLINDE PLC | 7,203 | $2.0B | 0.05% | |
| 173 | —LABORATORY CORP AMER HLDGS | 7,907 | $2.0B | 0.05% | |
| 174 | VOEVANGUARD INDEX FDS | 14,955 | $2.0B | 0.05% | |
| 175 | AXPAMERICAN EXPRESS CO | 14,125 | $2.0B | 0.05% | |
| 176 | NOCNORTHROP GRUMMAN CORP | 6,082 | $2.0B | 0.05% | |
| 177 | BSJM1EURINVESCO EXCH TRD SLF IDX FD | 83,558 | $2.0B | 0.05% | |
| 178 | DDOMINION ENERGY INC | 25,544 | $1.9B | 0.05% | |
| 179 | DSIISHARES TR | 25,206 | $1.9B | 0.05% | |
| 180 | ILMNILLUMINA INC | 4,964 | $1.9B | 0.05% | |
| 181 | ITGARTNER INC | 10,278 | $1.9B | 0.04% | |
| 182 | SOSOUTHERN CO | 29,902 | $1.9B | 0.04% | |
| 183 | TFISPDR SER TR | 35,409 | $1.8B | 0.04% | |
| 184 | CATCATERPILLAR INC | 7,803 | $1.8B | 0.04% | |
| 185 | KMBKIMBERLY-CLARK CORP | 12,791 | $1.8B | 0.04% | |
| 186 | RTXRAYTHEON TECHNOLOGIES CORP | 22,258 | $1.7B | 0.04% | |
| 187 | AFWALIGN TECHNOLOGY INC | 3,170 | $1.7B | 0.04% | |
| 188 | CVSCVS HEALTH CORP | 22,695 | $1.7B | 0.04% | |
| 189 | BSCLINVESCO EXCH TRD SLF IDX FD | 80,333 | $1.7B | 0.04% | |
| 190 | CHHCHOICE HOTELS INTL INC | 15,730 | $1.7B | 0.04% | |
| 191 | CMGCHIPOTLE MEXICAN GRILL INC | 1,187 | $1.7B | 0.04% | |
| 192 | GEGENERAL ELECTRIC CO | 127,433 | $1.7B | 0.04% | |
| 193 | VBKVANGUARD INDEX FDS | 6,047 | $1.7B | 0.04% | |
| 194 | XLFSELECT SECTOR SPDR TR | 48,516 | $1.7B | 0.04% | |
| 195 | SYKSTRYKER CORPORATION | 6,776 | $1.7B | 0.04% | |
| 196 | LMTLOCKHEED MARTIN CORP | 4,442 | $1.6B | 0.04% | |
| 197 | AMATAPPLIED MATLS INC | 12,263 | $1.6B | 0.04% | |
| 198 | PEGPUBLIC SVC ENTERPRISE GRP IN | 26,973 | $1.6B | 0.04% | |
| 199 | DUKDUKE ENERGY CORP NEW | 16,669 | $1.6B | 0.04% | |
| 200 | DEDEERE & CO | 4,283 | $1.6B | 0.04% |