Wealthspire Advisors, LLC Q1 2024 Filing
Filed May 6, 2024
Portfolio Value
$7.5B
Holdings
641
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (641 positions)
| Stock | Value |
|---|---|
MDLZMONDELEZ INTL INC | $1.1M |
SHELSHELL PLC | $1.1M |
RKTROCKET COS INC | $1.1M |
MMSMAXIMUS INC | $1.1M |
VHTVANGUARD WORLD FD | $1.1M |
SUBISHARES TR | $1.1M |
HONHONEYWELL INTL INC | $1.1M |
IAU*ISHARES GOLD TR | $1.0M |
BITBLACKROCK MULTI SECTOR INC T | $1.0M |
TFCTRUIST FINL CORP | $1.0M |
NSCNORFOLK SOUTHN CORP | $1.0M |
EVRGEVERGY INC | $1.0M |
GDXVANECK ETF TRUST | $1.0M |
MTDMETTLER TOLEDO INTERNATIONAL | $1.0M |
VOOVVANGUARD ADMIRAL FDS INC | $1.0M |
PDBCINVESCO ACTVELY MNGD ETC FD | $1.0M |
ZBHZIMMER BIOMET HOLDINGS INC | $993K |
HSYHERSHEY CO | $987K |
SMCIUSDSUPER MICRO COMPUTER INC | $986K |
AZOAUTOZONE INC | $973K |
JVALJ P MORGAN EXCHANGE TRADED F | $966K |
PYPLPAYPAL HLDGS INC | $964K |
COPCONOCOPHILLIPS | $955K |
POOLPOOL CORP | $953K |
PHPNGALECTIN THERAPEUTICS INC | $952K |
ESGVVANGUARD WORLD FD | $940K |
PNCPNC FINL SVCS GROUP INC | $936K |
GISGENERAL MLS INC | $927K |
CBCHUBB LIMITED | $927K |
LRCXEURLAM RESEARCH CORP | $903K |
BCCCGLOBAL X FDS | $901K |
CMCCOMMERCIAL METALS CO | $892K |
TTTRANE TECHNOLOGIES PLC | $889K |
SCHVSCHWAB STRATEGIC TR | $875K |
ICSHISHARES TR | $871K |
MDTMEDTRONIC PLC | $865K |
LAMRLAMAR ADVERTISING CO NEW | $853K |
USFRWISDOMTREE TR | $841K |
SJMSMUCKER J M CO | $838K |
SHMSPDR SER TR | $837K |
CXCEMEX SAB DE CV | $827K |
IJSISHARES TR | $820K |
DFUSDIMENSIONAL ETF TRUST | $811K |
VGKVANGUARD INTL EQUITY INDEX F | $804K |
MCKMCKESSON CORP | $799K |
VTHRVANGUARD SCOTTSDALE FDS | $796K |
TRVTRAVELERS COMPANIES INC | $790K |
METMETLIFE INC | $778K |
—LABORATORY CORP AMER HLDGS | $774K |
RJFRAYMOND JAMES FINL INC | $771K |
COFCAPITAL ONE FINL CORP | $771K |
KMBKIMBERLY-CLARK CORP | $769K |
UPSUNITED PARCEL SERVICE INC | $767K |
RPMRPM INTL INC | $766K |
SOXXISHARES TR | $755K |
EDCONSOLIDATED EDISON INC | $747K |
ULUNILEVER PLC | $743K |
ZTSZOETIS INC | $734K |
IUSGISHARES TR | $724K |
DEDEERE & CO | $724K |
WECWEC ENERGY GROUP INC | $721K |
PEOEXELON CORP | $716K |
CITHE CIGNA GROUP | $714K |
WTRGESSENTIAL UTILS INC | $710K |
VPLVANGUARD INTL EQUITY INDEX F | $710K |
7HPHP INC | $698K |
TPLTEXAS PACIFIC LAND CORPORATI | $690K |
SCHGSCHWAB STRATEGIC TR | $687K |
FQIDIGITAL RLTY TR INC | $685K |
MSCIMSCI INC | $682K |
EFGISHARES TR | $674K |
YUMYUM BRANDS INC | $673K |
ACGLARCH CAP GROUP LTD | $671K |
BBJPJ P MORGAN EXCHANGE TRADED F | $667K |
VCSHVANGUARD SCOTTSDALE FDS | $663K |
SHWSHERWIN WILLIAMS CO | $655K |
CA8ACACI INTL INC | $653K |
IYHISHARES TR | $646K |
MLMMARTIN MARIETTA MATLS INC | $645K |
ZIMVZIMVIE INC | $644K |
NFGNATIONAL FUEL GAS CO | $644K |
PHPARKER-HANNIFIN CORP | $644K |
SYYSYSCO CORP | $637K |
LFMDLIFEMD INC | $633K |
ROKROCKWELL AUTOMATION INC | $631K |
EGBNEAGLE BANCORP INC MD | $629K |
SD2SANDY SPRING BANCORP INC | $629K |
PIEINVESCO EXCH TRADED FD TR II | $628K |
TQQQPROSHARES TR | $622K |
BKBANK NEW YORK MELLON CORP | $615K |
SMLFISHARES TR | $606K |
MTBM & T BK CORP | $605K |
JNKSPDR SER TR | $603K |
BXSLBLACKSTONE SECD LENDING FD | $588K |
ADMARCHER DANIELS MIDLAND CO | $588K |
SONSONOCO PRODS CO | $588K |
IVOOVANGUARD ADMIRAL FDS INC | $585K |
OXYOCCIDENTAL PETE CORP | $584K |
MRSHMARSH & MCLENNAN COS INC | $580K |
CPRXCATALYST PHARMACEUTICALS INC | $578K |