Wealthspire Advisors, LLC Q3 2023 Filing
Filed November 6, 2023
Portfolio Value
$6.1B
Holdings
594
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (594 positions)
| Stock | Value |
|---|---|
PANWPALO ALTO NETWORKS INC | $858K |
SCHVSCHWAB STRATEGIC TR | $857K |
SJMSMUCKER J M CO | $856K |
AXPAMERICAN EXPRESS CO | $854K |
ZBHZIMMER BIOMET HOLDINGS INC | $850K |
AZOAUTOZONE INC | $843K |
VPLVANGUARD INTL EQUITY INDEX F | $839K |
NSCNORFOLK SOUTHN CORP | $833K |
SHMSPDR SER TR | $827K |
CMCCOMMERCIAL METALS CO | $825K |
POOLPOOL CORP | $824K |
ZTSZOETIS INC | $814K |
PEOEXELON CORP | $802K |
DBEFDBX ETF TR | $802K |
VONEVANGUARD SCOTTSDALE FDS | $800K |
ESGVVANGUARD WORLD FD | $789K |
IJSISHARES TR | $788K |
GISGENERAL MLS INC | $782K |
NVONOVO-NORDISK A S | $772K |
IDXXIDEXX LABS INC | $771K |
VNOVORNADO RLTY TR | $769K |
—LABORATORY CORP AMER HLDGS | $769K |
UPSUNITED PARCEL SERVICE INC | $765K |
KMBKIMBERLY-CLARK CORP | $762K |
GDXVANECK ETF TRUST | $757K |
VIOOVANGUARD ADMIRAL FDS INC | $756K |
EFGISHARES TR | $749K |
MDTMEDTRONIC PLC | $748K |
ULUNILEVER PLC | $744K |
ACGLARCH CAP GROUP LTD | $735K |
PBWINVESCO EXCHANGE TRADED FD T | $726K |
PNCPNC FINL SVCS GROUP INC | $725K |
CBCHUBB LIMITED | $721K |
MTDMETTLER TOLEDO INTERNATIONAL | $716K |
ROKROCKWELL AUTOMATION INC | $713K |
ADMARCHER DANIELS MIDLAND CO | $708K |
IUSGISHARES TR | $704K |
CXCEMEX SAB DE CV | $703K |
EEMVISHARES INC | $685K |
DDOMINION ENERGY INC | $663K |
WTRGESSENTIAL UTILS INC | $662K |
ATVIEURACTIVISION BLIZZARD INC | $660K |
BCCCGLOBAL X FDS | $656K |
PBPROSPERITY BANCSHARES INC | $654K |
VTHRVANGUARD SCOTTSDALE FDS | $651K |
NFGNATIONAL FUEL GAS CO | $648K |
SONSONOCO PRODS CO | $647K |
YUMYUM BRANDS INC | $647K |
METMETLIFE INC | $643K |
RPMRPM INTL INC | $631K |
LRCXEURLAM RESEARCH CORP | $630K |
WFCWELLS FARGO CO NEW | $627K |
DFUSDIMENSIONAL ETF TRUST | $621K |
QQQINVESCO EXCH TRD SLF IDX FD | $617K |
7HPHP INC | $615K |
JPINJ P MORGAN EXCHANGE TRADED F | $611K |
BIIBBIOGEN INC | $608K |
RJFRAYMOND JAMES FINL INC | $605K |
DEDEERE & CO | $601K |
OXYOCCIDENTAL PETE CORP | $600K |
SEESEALED AIR CORP NEW | $595K |
LAMRLAMAR ADVERTISING CO NEW | $594K |
SMLFISHARES TR | $592K |
EDCONSOLIDATED EDISON INC | $580K |
EGBNEAGLE BANCORP INC MD | $580K |
SD2SANDY SPRING BANCORP INC | $577K |
SCHGSCHWAB STRATEGIC TR | $576K |
COPCONOCOPHILLIPS | $572K |
TTTRANE TECHNOLOGIES PLC | $572K |
ASMLASML HOLDING N V | $569K |
SCHYSCHWAB STRATEGIC TR | $560K |
TRVTRAVELERS COMPANIES INC | $558K |
FQIDIGITAL RLTY TR INC | $554K |
AZNASTRAZENECA PLC | $551K |
GAPGAP INC | $544K |
CA8ACACI INTL INC | $541K |
ICEINTERCONTINENTAL EXCHANGE IN | $536K |
VOOVVANGUARD ADMIRAL FDS INC | $536K |
MRSHMARSH & MCLENNAN COS INC | $535K |
SYYSYSCO CORP | $525K |
FIXDFIRST TR EXCHNG TRADED FD VI | $524K |
TIPISHARES TR | $521K |
OSKOSHKOSH CORP | $521K |
MTBM & T BK CORP | $520K |
IYHISHARES TR | $519K |
VDEVANGUARD WORLD FDS | $517K |
BXSLBLACKSTONE SECD LENDING FD | $515K |
CDNSCADENCE DESIGN SYSTEM INC | $509K |
SUBISHARES TR | $509K |
NOWSERVICENOW INC | $505K |
IPINTERNATIONAL PAPER CO | $504K |
COINCOINBASE GLOBAL INC | $499K |
MCKMCKESSON CORP | $496K |
KRKROGER CO | $496K |
FRTFEDERAL RLTY INVT TR NEW | $496K |
DGXQUEST DIAGNOSTICS INC | $496K |
MKC/VMCCORMICK & CO INC | $494K |
SDIVGLOBAL X FDS | $492K |
MLB1MERCADOLIBRE INC | $486K |
TRPTC ENERGY CORP | $484K |