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 |
|---|---|
LAMRLAMAR ADVERTISING CO NEW | $834K |
IEIISHARES TR | $832K |
ISRGINTUITIVE SURGICAL INC | $828K |
TTTRANE TECHNOLOGIES PLC | $823K |
CRWDCROWDSTRIKE HLDGS INC | $823K |
COPCONOCOPHILLIPS | $814K |
DOWDOW INC | $810K |
KMBKIMBERLY-CLARK CORP | $795K |
METMETLIFE INC | $786K |
ELLAUDER ESTEE COS INC | $785K |
IPINTERNATIONAL PAPER CO | $778K |
ALSALLSTATE CORP | $777K |
ACWXISHARES TR | $771K |
FQIDIGITAL RLTY TR INC | $770K |
FCXFREEPORT-MCMORAN INC | $769K |
WPCWP CAREY INC | $762K |
PHPARKER-HANNIFIN CORP | $759K |
EWEDWARDS LIFESCIENCES CORP | $752K |
XLRESELECT SECTOR SPDR TR | $742K |
DDOMINION ENERGY INC | $731K |
ESGVVANGUARD WORLD FD | $726K |
ESGVVanguard ESG US Stock ETF | $726K |
SPHDINVESCO EXCH TRADED FD TR II | $713K |
SHOPSHOPIFY INC | $713K |
XLFISELECT SECTOR SPDR TR | $712K |
ULUNILEVER PLC | $711K |
PFFISHARES TR | $708K |
XNEAXNuveen Amt Free Qlty | $699K |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $699K |
ROKROCKWELL AUTOMATION INC | $698K |
ROKRockwell Automation Inc | $698K |
BBJPJ P MORGAN EXCHANGE TRADED F | $696K |
CYBRCYBERARK SOFTWARE LTD | $694K |
MDTMEDTRONIC PLC | $684K |
MLB1MERCADOLIBRE INC | $683K |
TFXTELEFLEX INCORPORATED | $680K |
YUMYUM BRANDS INC | $679K |
AMTAMERICAN TOWER CORP NEW | $663K |
CPRTCOPART INC | $656K |
SHMSPDR SER TR | $648K |
SLYVSPDR SER TR | $648K |
ICFISHARES TR | $646K |
ICFIshares Tr Cohen & Steer | $646K |
WTRGESSENTIAL UTILS INC | $645K |
LNTALLIANT ENERGY CORP | $643K |
PHBINVESCO EXCH TRADED FD TR II | $641K |
KRKROGER CO | $638K |
ITMMarket Vectors Intermediate Muni ETF | $637K |
BSXBOSTON SCIENTIFIC CORP | $626K |
IVOOVANGUARD ADMIRAL FDS INC | $618K |
PGXINVESCO EXCH TRADED FD TR II | $618K |
SLYGSPDR SER TR | $618K |
IBDSISHARES TR | $616K |
BXSLBLACKSTONE SECD LENDING FD | $611K |
ROPRoper Industries Inc | $604K |
ROPROPER TECHNOLOGIES INC | $604K |
MIGAMICROSTRATEGY INC | $597K |
VDEVANGUARD WORLD FD | $597K |
CMGCHIPOTLE MEXICAN GRILL INC | $595K |
—Chestnut Str Exchang Fd Sh Partnership N | $595K |
BMOBANK MONTREAL QUE | $595K |
SYYSYSCO CORP | $594K |
URTHISHARES INC | $592K |
ETRENTERGY CORP NEW | $589K |
UGIUGI CORP NEW | $581K |
LPXLOUISIANA PAC CORP | $579K |
MLPXGLOBAL X FDS | $578K |
VIOOVANGUARD ADMIRAL FDS INC | $575K |
DGXQUEST DIAGNOSTICS INC | $572K |
BNBROOKFIELD CORP | $571K |
NADNUVEEN QUALITY MUNCP INCOME | $571K |
EIGEMPLOYERS HLDGS INC | $569K |
WELLWELLTOWER INC | $564K |
GWXSPDR S&P Intl Small Cap ETF | $561K |
MSCIMSCI INC | $557K |
FNDFSCHWAB STRATEGIC TR | $550K |
FNDFSchwab Fundamental Int'l Lg Co ETF | $550K |
CITHE CIGNA GROUP | $549K |
WRBBERKLEY W R CORP | $539K |
DFSVDIMENSIONAL ETF TRUST | $536K |
DOCUDOCUSIGN INC | $536K |
CALMCAL MAINE FOODS INC | $532K |
MLMMARTIN MARIETTA MATLS INC | $529K |
CMICUMMINS INC | $526K |
ATROASTRONICS CORP | $526K |
PCYINVESCO EXCH TRADED FD TR II | $521K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $521K |
7HPHP INC | $519K |
MTBM & T BK CORP | $516K |
MKLMARKEL GROUP INC | $516K |
CXCEMEX SAB DE CV | $515K |
IIMINVESCO VALUE MUN INCOME TR | $515K |
FHLCFIDELITY COVINGTON TRUST | $514K |
MFCMANULIFE FINL CORP | $514K |
SHVISHARES TR | $511K |
AKXANSYS INC | $501K |
IYHISHARES TR | $497K |
SDIVGLOBAL X FDS | $494K |
APDAIR PRODS & CHEMS INC | $492K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $491K |