Wealthspire Advisors, LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$16.7B
Holdings
789
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (789 positions)
| Stock | Value |
|---|---|
TFCTRUIST FINL CORP | $1.3B |
BKBANK NEW YORK MELLON CORP | $1.2B |
COFCAPITAL ONE FINL CORP | $1.2B |
EDCONSOLIDATED EDISON INC | $1.2B |
EDConsolidated Edison Inc | $1.2B |
SHELSHELL PLC | $1.2B |
AMATAPPLIED MATLS INC | $1.2B |
AFLAFLAC INC | $1.2B |
CHDCHURCH & DWIGHT CO INC | $1.2B |
SPSBSPDR SER TR | $1.2B |
SCHVSCHWAB STRATEGIC TR | $1.2B |
BOTZGLOBAL X FDS | $1.2B |
XLYSELECT SECTOR SPDR TR | $1.2B |
SUSLiShares ESG MSCI USA Leaders ETF | $1.2B |
NSCNORFOLK SOUTHN CORP | $1.1B |
NSCNorfolk Southern Corp | $1.1B |
CBCHUBB LIMITED | $1.1B |
DYHTARGET CORP | $1.1B |
FDXFEDEX CORP | $1.1B |
VHTVANGUARD WORLD FD | $1.1B |
URIUNITED RENTALS INC | $1.1B |
CVSCVS HEALTH CORP | $1.1B |
WECWEC ENERGY GROUP INC | $1.1B |
PNCPNC FINL SVCS GROUP INC | $1.1B |
JCPBJ P MORGAN EXCHANGE TRADED F | $1.1B |
VOOVVANGUARD ADMIRAL FDS INC | $1.1B |
VOOVVanguard S&P 500 Value ETF | $1.1B |
DFSUDIMENSIONAL ETF TRUST | $1.1B |
NKENIKE INC | $1.1B |
NKENike Inc | $1.1B |
HSICHENRY SCHEIN INC | $1.1B |
BOXXEA SERIES TRUST | $1.1B |
ZTSZOETIS INC | $1.1B |
TROWPRICE T ROWE GROUP INC | $1.1B |
TPLTEXAS PACIFIC LAND CORPORATI | $1.1B |
IYRISHARES TR | $1.1B |
IYRiShares Dow Jones US Real Estate | $1.1B |
ANETARISTA NETWORKS INC | $1.1B |
HSYHERSHEY CO | $1.1B |
HSYHershey Foods Corp | $1.1B |
IEVISHARES TR | $1.0B |
OREALTY INCOME CORP | $1.0B |
ORealty Income Corp | $1.0B |
A4SAMERIPRISE FINL INC | $1.0B |
TRVCCITIGROUP INC | $1.0B |
MDYGSPDR SER TR | $1.0B |
IUSViShares Trust - iShares Core U.S. Value ETF | $1.0B |
IUSVISHARES TR | $1.0B |
ACGLARCH CAP GROUP LTD | $1.0B |
ACWVISHARES INC | $1.0B |
MDLZMONDELEZ INTL INC | $1.0B |
MUMICRON TECHNOLOGY INC | $1.0B |
PDBCINVESCO ACTVELY MNGD ETC FD | $983.0M |
DHRDANAHER CORPORATION | $981.3M |
AMDADVANCED MICRO DEVICES INC | $978.8M |
ORLYOREILLY AUTOMOTIVE INC | $978.5M |
LYBLYONDELLBASELL INDUSTRIES N | $959.2M |
DBEFDBX ETF TR | $958.1M |
IGVISHARES TR | $951.8M |
RLRalph Lauren Corp | $951.2M |
RLRALPH LAUREN CORP | $951.2M |
TRVTRAVELERS COMPANIES INC | $946.5M |
NFGNATIONAL FUEL GAS CO | $944.7M |
RJFRAYMOND JAMES FINL INC | $940.2M |
LQDISHARES TR | $924.0M |
UYLDANGEL OAK FUNDS TRUST | $918.8M |
MPCMARATHON PETE CORP | $913.9M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $910.3M |
AZOAUTOZONE INC | $903.6M |
SPLVINVESCO EXCH TRADED FD TR II | $897.6M |
CSXCSX CORP | $895.3M |
CSXCSX Corp | $895.3M |
GISGENERAL MLS INC | $893.2M |
EZBCFRANKLIN TEMPLETON DIGITAL H | $892.5M |
DEODIAGEO PLC | $880.0M |
DFARDIMENSIONAL ETF TRUST | $877.3M |
LHLABCORP HOLDINGS INC | $874.4M |
SUSAISHARES TR | $873.7M |
PYPLPAYPAL HLDGS INC | $868.8M |
NMZNuveen Muni High Income | $867.3M |
ZBHZIMMER BIOMET HOLDINGS INC | $865.3M |
FLTRVANECK ETF TRUST | $864.9M |
IGMISHARES TR | $864.8M |
MRSHMARSH & MCLENNAN COS INC | $863.5M |
XLUSELECT SECTOR SPDR TR | $861.6M |
XLISELECT SECTOR SPDR TR | $861.3M |
ITA*ISHARES TR | $857.4M |
BKNGBOOKING HOLDINGS INC | $856.9M |
BCCCGLOBAL X FDS | $854.9M |
DTEDTE ENERGY CO | $853.3M |
USMVISHARES TR | $852.3M |
ADIANALOG DEVICES INC | $850.6M |
DFSDDIMENSIONAL ETF TRUST | $847.4M |
MCKMCKESSON CORP | $844.0M |
DEDEERE & CO | $843.6M |
IUSGISHARES TR | $843.6M |
VTHRVANGUARD SCOTTSDALE FDS | $843.3M |
CPRXCATALYST PHARMACEUTICALS INC | $835.0M |
SMCISUPER MICRO COMPUTER INC | $834.5M |
GPCGENUINE PARTS CO | $834.3M |