Wealthspire Advisors, LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$17.8B
Holdings
848
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (848 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | CMCSACOMCAST CORP NEW | 60,672 | $2.2B | 12.17% | |
| 302 | XLESELECT SECTOR SPDR TR | 25,095 | $2.1B | 11.96% | |
| 303 | MGKVANGUARD WORLD FD | 5,807 | $2.1B | 11.95% | |
| 304 | MGKVanguard World Mega Cap Growth ETF | 5,807 | $2.1B | 11.95% | |
| 305 | IJKISHARES TR | 23,264 | $2.1B | 11.89% | |
| 306 | IJKiShares S&P 400 Growth | 23,264 | $2.1B | 11.89% | |
| 307 | SOSOUTHERN CO | 22,955 | $2.1B | 11.85% | |
| 308 | DGROISHARES TR | 32,687 | $2.1B | 11.74% | |
| 309 | CITCINTAS CORP | 9,286 | $2.1B | 11.63% | |
| 310 | FISVFISERV INC | 12,001 | $2.1B | 11.63% | |
| 311 | FISVFranks International | 12,001 | $2.1B | 11.63% | |
| 312 | SNOWSNOWFLAKE INC | 9,204 | $2.1B | 11.57% | |
| 313 | DONWISDOMTREE TR | 40,562 | $2.0B | 11.42% | |
| 314 | QCOMQUALCOMM INC | 12,701 | $2.0B | 11.37% | |
| 315 | JSMDJANUS DETROIT STR TR | 25,982 | $2.0B | 11.34% | |
| 316 | ISHGISHARES TR | 25,420 | $1.9B | 10.94% | |
| 317 | EMREMERSON ELEC CO | 14,514 | $1.9B | 10.87% | |
| 318 | FICOFAIR ISAAC CORP | 1,056 | $1.9B | 10.85% | |
| 319 | MMSMAXIMUS INC | 27,108 | $1.9B | 10.69% | |
| 320 | NVONOVO-NORDISK A S | 27,092 | $1.9B | 10.51% | |
| 321 | EFVISHARES TR | 29,407 | $1.9B | 10.49% | |
| 322 | EFViShares MSCI EAFE Value ETF | 29,407 | $1.9B | 10.49% | |
| 323 | GDXVANECK ETF TRUST | 35,760 | $1.9B | 10.46% | |
| 324 | RDIVINVESCO EXCH TRADED FD TR II | 38,796 | $1.9B | 10.43% | |
| 325 | PAYXPAYCHEX INC | 12,732 | $1.9B | 10.41% | |
| 326 | INTUINTUIT | 2,348 | $1.8B | 10.39% | |
| 327 | JEPIJ P MORGAN EXCHANGE TRADED F | 32,201 | $1.8B | 10.29% | |
| 328 | LOWLOWES COS INC | 8,248 | $1.8B | 10.28% | |
| 329 | LOWLowes Companies Inc | 8,248 | $1.8B | 10.28% | |
| 330 | MUMICRON TECHNOLOGY INC | 14,754 | $1.8B | 10.22% | |
| 331 | OKEONEOK INC NEW | 22,224 | $1.8B | 10.19% | |
| 332 | LMTLockheed Martin Corp | 3,904 | $1.8B | 10.16% | |
| 333 | LMTLOCKHEED MARTIN CORP | 3,904 | $1.8B | 10.16% | |
| 334 | USBUS Bancorp | 39,591 | $1.8B | 10.07% | |
| 335 | USBUS BANCORP DEL | 39,591 | $1.8B | 10.07% | |
| 336 | VONGVANGUARD SCOTTSDALE FDS | 16,330 | $1.8B | 10.02% | |
| 337 | PTYPIMCO CORPORATE & INCOME OPP | 127,095 | $1.8B | 9.93% | |
| 338 | ISTBISHARES TR | 35,361 | $1.7B | 9.67% | |
| 339 | BOXXEA SERIES TRUST | 15,203 | $1.7B | 9.63% | |
| 340 | MMM3M CO | 11,144 | $1.7B | 9.53% | |
| 341 | FNDBSCHWAB STRATEGIC TR | 70,740 | $1.7B | 9.53% | |
| 342 | AEPAMERICAN ELEC PWR CO INC | 16,258 | $1.7B | 9.48% | |
| 343 | LINLINDE PLC | 3,586 | $1.7B | 9.46% | |
| 344 | URIUNITED RENTALS INC | 2,228 | $1.7B | 9.43% | |
| 345 | RPMRPM INTL INC | 15,230 | $1.7B | 9.40% | |
| 346 | PGRPROGRESSIVE CORP | 6,238 | $1.7B | 9.35% | |
| 347 | DFSDDIMENSIONAL ETF TRUST | 34,558 | $1.7B | 9.32% | |
| 348 | INFLLISTED FDS TR | 39,267 | $1.7B | 9.31% | |
| 349 | SHYDVANECK ETF TRUST | 72,632 | $1.6B | 9.22% | |
| 350 | GBTGGLOBAL BUSINESS TRAVEL GROUP | 258,588 | $1.6B | 9.15% | |
| 351 | ADBEADOBE INC | 4,163 | $1.6B | 9.05% | |
| 352 | DOVDOVER CORP | 8,768 | $1.6B | 9.03% | |
| 353 | AMATAPPLIED MATLS INC | 8,754 | $1.6B | 9.01% | |
| 354 | WMBWILLIAMS COS INC | 25,363 | $1.6B | 8.95% | |
| 355 | OEFISHARES TR | 5,204 | $1.6B | 8.90% | |
| 356 | OEFiShares S&P 100 Index | 5,204 | $1.6B | 8.90% | |
| 357 | WMWASTE MGMT INC DEL | 6,865 | $1.6B | 8.83% | |
| 358 | VONVVANGUARD SCOTTSDALE FDS | 18,418 | $1.6B | 8.82% | |
| 359 | MDYVSPDR SERIES TRUST | 19,727 | $1.6B | 8.81% | |
| 360 | JPCNUVEEN PFD & INCOME OPPORTUN | 193,045 | $1.5B | 8.70% | |
| 361 | SHYISHARES TR | 18,578 | $1.5B | 8.65% | |
| 362 | SHYiShares 1-3 Year Treasury Bond ETF | 18,578 | $1.5B | 8.65% | |
| 363 | IJSISHARES TR | 15,470 | $1.5B | 8.65% | |
| 364 | MKC/VMCCORMICK & CO INC | 20,331 | $1.5B | 8.63% | |
| 365 | VONEVANGUARD SCOTTSDALE FDS | 5,446 | $1.5B | 8.59% | |
| 366 | MECMAYVILLE ENGR CO INC | 95,415 | $1.5B | 8.56% | |
| 367 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,583 | $1.5B | 8.38% | |
| 368 | ANETARISTA NETWORKS INC | 14,518 | $1.5B | 8.35% | |
| 369 | DVYEISHARES INC | 51,658 | $1.5B | 8.32% | |
| 370 | TXNTEXAS INSTRS INC | 7,125 | $1.5B | 8.31% | |
| 371 | TILTFlexShares Morningstar U.S. Market Factors Tilt ETF | 6,592 | $1.5B | 8.30% | |
| 372 | ATOATMOS ENERGY CORP | 9,504 | $1.5B | 8.23% | |
| 373 | BKBANK NEW YORK MELLON CORP | 15,989 | $1.5B | 8.19% | |
| 374 | IGVISHARES TR | 13,150 | $1.4B | 8.09% | |
| 375 | ECLECOLAB INC | 5,310 | $1.4B | 8.04% | |
| 376 | IJTISHARES TR | 10,652 | $1.4B | 7.96% | |
| 377 | EFAVISHARES TR | 16,368 | $1.4B | 7.73% | |
| 378 | AMDADVANCED MICRO DEVICES INC | 9,689 | $1.4B | 7.73% | |
| 379 | EVRGEVERGY INC | 19,669 | $1.4B | 7.62% | |
| 380 | SCHOSCHWAB STRATEGIC TR | 55,472 | $1.4B | 7.60% | |
| 381 | BMYBristol-Myers Squibb Co | 29,081 | $1.3B | 7.56% | |
| 382 | BMYBRISTOL-MYERS SQUIBB CO | 29,081 | $1.3B | 7.56% | |
| 383 | PEOEXELON CORP | 30,503 | $1.3B | 7.44% | |
| 384 | BNDXVANGUARD CHARLOTTE FDS | 26,563 | $1.3B | 7.39% | |
| 385 | SUSLiShares ESG MSCI USA Leaders ETF | 12,019 | $1.3B | 7.32% | |
| 386 | NKENIKE INC | 18,228 | $1.3B | 7.28% | |
| 387 | NKENike Inc | 18,228 | $1.3B | 7.28% | |
| 388 | XLYSELECT SECTOR SPDR TR | 5,899 | $1.3B | 7.20% | |
| 389 | CMFiShares Calif Amt Free | 22,811 | $1.3B | 7.14% | |
| 390 | CMFISHARES TR | 22,811 | $1.3B | 7.14% | |
| 391 | INTCINTEL CORP | 56,567 | $1.3B | 7.12% | |
| 392 | NSCNORFOLK SOUTHN CORP | 4,949 | $1.3B | 7.12% | |
| 393 | NSCNorfolk Southern Corp | 4,949 | $1.3B | 7.12% | |
| 394 | CVSCVS HEALTH CORP | 18,278 | $1.3B | 7.08% | |
| 395 | SCHVSCHWAB STRATEGIC TR | 45,425 | $1.3B | 7.06% | |
| 396 | TTTRANE TECHNOLOGIES PLC | 2,873 | $1.3B | 7.06% | |
| 397 | RLRalph Lauren Corp | 4,523 | $1.2B | 6.97% | |
| 398 | RLRALPH LAUREN CORP | 4,523 | $1.2B | 6.97% | |
| 399 | SMCISUPER MICRO COMPUTER INC | 25,257 | $1.2B | 6.96% | |
| 400 | TIPISHARES TR | 11,233 | $1.2B | 6.95% |