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)

StockValue
KMIKINDER MORGAN INC DEL
$250K
MUSAMURPHY USA INC
$246K
JLLJONES LANG LASALLE INC
$245K
KVYOKLAVIYO INC
$245K
JPEMJ P MORGAN EXCHANGE TRADED F
$244K
SPXLDIREXION SHS ETF TR
$244K
RSPTInvesco S&P 500 Equal Weight Tech ETF
$242K
NTAPNETAPP INC
$241K
VPLVANGUARD INTL EQUITY INDEX F
$241K
MTGMGIC INVT CORP WIS
$240K
OTISOTIS WORLDWIDE CORP
$240K
NEMNEWMONT CORP
$240K
DHID R HORTON INC
$239K
OSCROSCAR HEALTH INC
$238K
PLXSPLEXUS CORP
$238K
JEPQJ P MORGAN EXCHANGE TRADED F
$238K
KDKYNDRYL HLDGS INC
$236K
WBDWARNER BROS DISCOVERY INC
$236K
DTMDT MIDSTREAM INC
$235K
SPTSSPDR SERIES TRUST
$235K
AUBATLANTIC UN BANKSHARES CORP
$234K
CEVEATON VANCE CALIF MUN INCOM
$234K
HOODROBINHOOD MKTS INC
$234K
MTRNMATERION CORP
$234K
AIRJAIRJOULE TECHNOLOGIES CORP
$232K
EMEEMCOR GROUP INC
$229K
CSLCARLISLE COS INC
$229K
LDOSLEIDOS HOLDINGS INC
$227K
SUREADVISORSHARES TR
$227K
VOYAVOYA FINANCIAL INC
$225K
UTESETFIS SER TR I
$225K
IRINGERSOLL RAND INC
$225K
BIVVANGUARD BD INDEX FDS
$225K
SPDWSPDR INDEX SHS FDS
$224K
NTRSNORTHERN TR CORP
$223K
SUSUNCOR ENERGY INC NEW
$223K
PLDPROLOGIS INC.
$222K
EX9EXELIXIS INC
$221K
XLCSELECT SECTOR SPDR TR
$221K
GMGENERAL MTRS CO
$221K
VSTVISTRA CORP
$220K
IBDTISHARES TR
$220K
IHIISHARES TR
$220K
CWENCLEARWAY ENERGY INC
$218K
UNMUNUM GROUP
$217K
PDYNPALLADYNE AI CORP
$216K
IPGINTERPUBLIC GROUP COS INC
$215K
HUBSHUBSPOT INC
$215K
CCLCARNIVAL CORP
$214K
HIMSHIMS & HERS HEALTH INC
$214K
DFATDimensional U.S. Targeted Value ETF
$214K
SAICSCIENCE APPLICATIONS INTL CO
$214K
XOPSPDR SERIES TRUST
$213K
MTZMASTEC INC
$213K
JJACOBS SOLUTIONS INC
$213K
JBBBJANUS DETROIT STR TR
$212K
QLDPROSHARES TR
$212K
EGHT8X8 INC NEW
$212K
AWCAMERICAN WTR WKS CO INC NEW
$212K
TELTE CONNECTIVITY PLC
$211K
ARMARM HOLDINGS PLC
$211K
UBSUBS GROUP AG
$211K
SWSMURFIT WESTROCK PLC
$210K
CCOCAMECO CORP
$210K
EWJiShares MSCI Japan Index
$208K
LIESUN LIFE FINANCIAL INC.
$208K
MGCVANGUARD WORLD FD
$207K
MRVLMARVELL TECHNOLOGY INC
$207K
FGDFIRST TR EXCHANGE TRADED FD
$206K
JAAAJANUS DETROIT STR TR
$205K
PBWINVESCO EXCHANGE TRADED FD T
$205K
SPGSIMON PPTY GROUP INC NEW
$204K
AOSSMITH A O CORP
$204K
BAMBROOKFIELD ASSET MANAGMT LTD
$204K
GUNRFLEXSHARES TR
$203K
VCRVANGUARD WORLD FD
$203K
UIUBIQUITI INC
$202K
DASHDOORDASH INC
$201K
QTECFIRST TR EXCHANGE-TRADED FD
$200K
MCXMCCORMICK & CO INC
$200K
BLDRBUILDERS FIRSTSOURCE INC
$200K
AMXAMERICA MOVIL SAB DE CV
$200K
SGSWEETGREEN INC
$197K
CTOCTO RLTY GROWTH INC NEW
$191K
AOHYAngel Oak High Yield Opportunities ETF
$180K
FFAIFARADAY FUTURE INTLGT ELEC I
$175K
VODVODAFONE GROUP PLC NEW
$175K
XENWXEATON VANCE NEW YORK MUN BD
$172K
EXFYEXPENSIFY INC
$171K
MJ0GAMESQUARE HLDGS INC
$163K
CIONCION INVT CORP
$160K
NDMONuveen Dynamic Municipal Opportunities
$141K
NRKNUVEEN NEW YORK AMT QLT MUNI
$133K
JOBYJOBY AVIATION INC
$129K
AMDLGRANITESHARES ETF TR
$128K
EVLVEVOLV TECHNOLOGIES HLDNGS IN
$127K
MFICMIDCAP FINANCIAL INVSTMNT CO
$126K
XPMAXPIONEER MUNICIPAL HIGH INCOM
$125K
TQ80THERATECHNOLOGIES INC
$121K
MINMFS INTER INCOME TR
$117K
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