Wealthspire Advisors, LLC Q2 2023 Filing
Filed August 1, 2023
Portfolio Value
$6.1B
Holdings
559
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (559 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SHYISHARES TR | 56,392 | $4.6M | 0.07% | |
| 102 | PFEPFIZER INC | 123,709 | $4.5M | 0.07% | |
| 103 | REETISHARES TR | 191,045 | $4.4M | 0.07% | |
| 104 | IVEISHARES TR | 27,215 | $4.4M | 0.07% | |
| 105 | VVISA INC | 17,775 | $4.2M | 0.07% | |
| 106 | IQLTISHARES TR | 117,873 | $4.2M | 0.07% | |
| 107 | HDHOME DEPOT INC | 13,233 | $4.1M | 0.07% | |
| 108 | HRLHORMEL FOODS CORP | 100,082 | $4.0M | 0.07% | |
| 109 | ABTABBOTT LABS | 36,898 | $4.0M | 0.07% | |
| 110 | MAMASTERCARD INCORPORATED | 9,351 | $3.7M | 0.06% | |
| 111 | CPKCHESAPEAKE UTILS CORP | 29,156 | $3.5M | 0.06% | |
| 112 | AMLPALPS ETF TR | 88,087 | $3.5M | 0.06% | |
| 113 | LRGFISHARES TR | 76,567 | $3.4M | 0.06% | |
| 114 | MCDMCDONALDS CORP | 11,198 | $3.3M | 0.05% | |
| 115 | NVDANVIDIA CORPORATION | 7,837 | $3.3M | 0.05% | |
| 116 | WEPMAGELLAN MIDSTREAM PRTNRS LP | 52,652 | $3.3M | 0.05% | |
| 117 | DSIISHARES TR | 38,639 | $3.3M | 0.05% | |
| 118 | WMTWALMART INC | 20,602 | $3.2M | 0.05% | |
| 119 | IBMINTERNATIONAL BUSINESS MACHS | 22,534 | $3.0M | 0.05% | |
| 120 | BACBANK AMERICA CORP | 103,880 | $3.0M | 0.05% | |
| 121 | AQLTISHARES TR | 119,806 | $3.0M | 0.05% | |
| 122 | SCHWSCHWAB CHARLES CORP | 50,826 | $2.9M | 0.05% | |
| 123 | IBTEISHARES TR | 119,563 | $2.8M | 0.05% | |
| 124 | SBUXSTARBUCKS CORP | 28,566 | $2.8M | 0.05% | |
| 125 | COSTCOSTCO WHSL CORP NEW | 5,090 | $2.7M | 0.04% | |
| 126 | BYRNBYRNA TECHNOLOGIES INC | 543,079 | $2.7M | 0.04% | |
| 127 | FNDXSCHWAB STRATEGIC TR | 46,041 | $2.6M | 0.04% | |
| 128 | ISTBISHARES TR | 54,972 | $2.6M | 0.04% | |
| 129 | SCHMSCHWAB STRATEGIC TR | 35,424 | $2.5M | 0.04% | |
| 130 | ETENERGY TRANSFER L P | 196,652 | $2.5M | 0.04% | |
| 131 | CSCOCISCO SYS INC | 48,191 | $2.5M | 0.04% | |
| 132 | SPYDSPDR SER TR | 66,673 | $2.5M | 0.04% | |
| 133 | VPUVANGUARD WORLD FDS | 17,363 | $2.5M | 0.04% | |
| 134 | ELLAUDER ESTEE COS INC | 12,555 | $2.5M | 0.04% | |
| 135 | AQLTISHARES TR | 103,885 | $2.4M | 0.04% | |
| 136 | PLTRPALANTIR TECHNOLOGIES INC | 156,628 | $2.4M | 0.04% | |
| 137 | OUSMALPS ETF TR | 64,000 | $2.3M | 0.04% | |
| 138 | 4I1PHILIP MORRIS INTL INC | 23,799 | $2.3M | 0.04% | |
| 139 | NFLXNETFLIX INC | 5,245 | $2.3M | 0.04% | |
| 140 | CMCSACOMCAST CORP NEW | 55,469 | $2.3M | 0.04% | |
| 141 | EPDENTERPRISE PRODS PARTNERS L | 85,265 | $2.2M | 0.04% | |
| 142 | DONSPDR DOW JONES INDL AVERAGE | 6,519 | $2.2M | 0.04% | |
| 143 | NEENEXTERA ENERGY INC | 30,029 | $2.2M | 0.04% | |
| 144 | BXBLACKSTONE INC | 23,772 | $2.2M | 0.04% | |
| 145 | QQLVINVESCO EXCH TRD SLF IDX FD | 93,708 | $2.2M | 0.04% | |
| 146 | STGWSTAGWELL INC | 304,789 | $2.2M | 0.04% | |
| 147 | BBEUJ P MORGAN EXCHANGE TRADED F | 40,466 | $2.2M | 0.04% | |
| 148 | IBBISHARES TR | 17,067 | $2.2M | 0.04% | |
| 149 | VOOGVANGUARD ADMIRAL FDS INC | 8,353 | $2.1M | 0.03% | |
| 150 | HSYHERSHEY CO | 8,127 | $2.0M | 0.03% | |
| 151 | DGROISHARES TR | 39,317 | $2.0M | 0.03% | |
| 152 | WDIVSPDR INDEX SHS FDS | 35,000 | $2.0M | 0.03% | |
| 153 | IYWISHARES TR | 18,150 | $2.0M | 0.03% | |
| 154 | DISDISNEY WALT CO | 21,846 | $1.9M | 0.03% | |
| 155 | RSPINVESCO EXCHANGE TRADED FD T | 13,015 | $1.9M | 0.03% | |
| 156 | ESGUISHARES TR | 19,978 | $1.9M | 0.03% | |
| 157 | INTCINTEL CORP | 57,157 | $1.9M | 0.03% | |
| 158 | SYKSTRYKER CORPORATION | 6,185 | $1.9M | 0.03% | |
| 159 | XLVSELECT SECTOR SPDR TR | 14,074 | $1.9M | 0.03% | |
| 160 | BNDXVANGUARD CHARLOTTE FDS | 37,881 | $1.9M | 0.03% | |
| 161 | BDXBECTON DICKINSON & CO | 7,006 | $1.8M | 0.03% | |
| 162 | SUSAISHARES TR | 19,464 | $1.8M | 0.03% | |
| 163 | IWRISHARES TR | 24,713 | $1.8M | 0.03% | |
| 164 | NOCNORTHROP GRUMMAN CORP | 3,943 | $1.8M | 0.03% | |
| 165 | VGTVANGUARD WORLD FDS | 3,999 | $1.8M | 0.03% | |
| 166 | RTXRAYTHEON TECHNOLOGIES CORP | 17,855 | $1.7M | 0.03% | |
| 167 | NKENIKE INC | 15,514 | $1.7M | 0.03% | |
| 168 | LLYLILLY ELI & CO | 3,634 | $1.7M | 0.03% | |
| 169 | SCHZSCHWAB STRATEGIC TR | 36,837 | $1.7M | 0.03% | |
| 170 | ICSHISHARES TR | 32,616 | $1.6M | 0.03% | |
| 171 | IWPISHARES TR | 16,895 | $1.6M | 0.03% | |
| 172 | DONWISDOMTREE TR | 38,600 | $1.6M | 0.03% | |
| 173 | AVGOBROADCOM INC | 1,855 | $1.6M | 0.03% | |
| 174 | MARMARRIOTT INTL INC NEW | 8,629 | $1.6M | 0.03% | |
| 175 | JNKSPDR SER TR | 17,193 | $1.6M | 0.03% | |
| 176 | TROWPRICE T ROWE GROUP INC | 14,049 | $1.6M | 0.03% | |
| 177 | BMYBRISTOL-MYERS SQUIBB CO | 24,561 | $1.6M | 0.03% | |
| 178 | HEESEURH & E EQUIPMENT SERVICES INC | 34,195 | $1.6M | 0.03% | |
| 179 | SCZISHARES TR | 26,256 | $1.5M | 0.03% | |
| 180 | DYHTARGET CORP | 11,723 | $1.5M | 0.03% | |
| 181 | SOSOUTHERN CO | 21,976 | $1.5M | 0.03% | |
| 182 | PAYXPAYCHEX INC | 13,697 | $1.5M | 0.03% | |
| 183 | ATOATMOS ENERGY CORP | 13,120 | $1.5M | 0.02% | |
| 184 | TMOTHERMO FISHER SCIENTIFIC INC | 2,897 | $1.5M | 0.02% | |
| 185 | TAT&T INC | 93,243 | $1.5M | 0.02% | |
| 186 | RDIVINVESCO EXCH TRADED FD TR II | 38,000 | $1.5M | 0.02% | |
| 187 | AONAON PLC | 4,280 | $1.5M | 0.02% | |
| 188 | SPSBSPDR SER TR | 49,644 | $1.5M | 0.02% | |
| 189 | SNOWSNOWFLAKE INC | 8,226 | $1.4M | 0.02% | |
| 190 | SPYVSPDR SER TR | 33,476 | $1.4M | 0.02% | |
| 191 | GEGENERAL ELECTRIC CO | 13,162 | $1.4M | 0.02% | |
| 192 | CRMSALESFORCE INC | 6,831 | $1.4M | 0.02% | |
| 193 | DOVDOVER CORP | 9,770 | $1.4M | 0.02% | |
| 194 | DEODIAGEO PLC | 8,304 | $1.4M | 0.02% | |
| 195 | BLKCHFBLACKROCK INC | 2,072 | $1.4M | 0.02% | |
| 196 | IEIISHARES TR | 12,427 | $1.4M | 0.02% | |
| 197 | PAAPLAINS ALL AMERN PIPELINE L | 101,000 | $1.4M | 0.02% | |
| 198 | AUBATLANTIC UN BANKSHARES CORP | 54,848 | $1.4M | 0.02% | |
| 199 | ETNEATON CORP PLC | 7,031 | $1.4M | 0.02% | |
| 200 | EFVISHARES TR | 28,713 | $1.4M | 0.02% |