Wealthspire Advisors, LLC Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$10.1B
Holdings
792
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (792 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MGVVANGUARD WORLD FD | 75,700 | $9.5B | 93.98% | |
| 102 | AQLTiShares Dow Jones Select Dividend | 71,475 | $9.4B | 93.26% | |
| 103 | HDHOME DEPOT INC | 23,717 | $9.2B | 91.69% | |
| 104 | VDCVANGUARD WORLD FD | 43,636 | $9.2B | 91.67% | |
| 105 | ESGUiShares ESG Aware MSCI USA ETF | 71,349 | $9.2B | 91.35% | |
| 106 | CVXCHEVRON CORP NEW | 63,125 | $9.1B | 90.87% | |
| 107 | ESGDiShares MSCI EAFE ESG ETF | 119,680 | $9.1B | 90.56% | |
| 108 | KOCOCA COLA CO | 145,370 | $9.1B | 89.95% | |
| 109 | SPMDSPDR SER TR | 165,083 | $9.0B | 89.73% | |
| 110 | MDYMid Cap SPDR Trust | 15,835 | $9.0B | 89.64% | |
| 111 | SCHASCHWAB STRATEGIC TR | 348,121 | $9.0B | 89.47% | |
| 112 | AQLTISHARES TR | 390,175 | $9.0B | 89.11% | |
| 113 | PRFINVESCO EXCHANGE TRADED FD T | 221,515 | $8.9B | 88.81% | |
| 114 | BSVVANGUARD BD INDEX FDS | 113,603 | $8.8B | 87.24% | |
| 115 | DFUVDFA Dimensional US Marketwide Value ETF | 212,490 | $8.7B | 86.42% | |
| 116 | NFLXNETFLIX INC | 9,280 | $8.3B | 82.21% | |
| 117 | BABINVESCO EXCH TRADED FD TR II | 312,111 | $8.2B | 81.12% | |
| 118 | MAMastercard Inc | 15,471 | $8.1B | 80.96% | |
| 119 | GSLCGOLDMAN SACHS ETF TR | 69,621 | $8.0B | 79.70% | |
| 120 | TFISPDR SER TR | 171,731 | $7.8B | 77.86% | |
| 121 | VVISA INC | 24,349 | $7.7B | 76.48% | |
| 122 | VIGVanguard Dividend Appreciation ETF | 39,223 | $7.7B | 76.34% | |
| 123 | ACWIISHARES TR | 65,321 | $7.7B | 76.28% | |
| 124 | WMTWALMART INC | 81,862 | $7.4B | 73.51% | |
| 125 | SDYSPDR SER TR | 55,635 | $7.3B | 73.04% | |
| 126 | IQDFFLEXSHARES TR | 306,430 | $7.1B | 70.87% | |
| 127 | UNHUNITEDHEALTH GROUP INC | 13,977 | $7.1B | 70.27% | |
| 128 | IVEiShares S&P 500/BARRA Value Index | 35,715 | $6.8B | 67.75% | |
| 129 | LLYELI LILLY & CO | 8,709 | $6.7B | 66.82% | |
| 130 | PMBSPIMCO ETF TR | 132,712 | $6.4B | 63.13% | |
| 131 | IGVISHARES TR | 63,339 | $6.3B | 63.03% | |
| 132 | DUHPDIMENSIONAL ETF TRUST | 185,826 | $6.3B | 62.40% | |
| 133 | PLTRPALANTIR TECHNOLOGIES INC | 83,016 | $6.3B | 62.40% | |
| 134 | CAVACAVA GROUP INC | 53,828 | $6.1B | 60.34% | |
| 135 | IBMInternational Business Machines | 27,583 | $6.1B | 60.26% | |
| 136 | BACBANK AMERICA CORP | 132,249 | $5.8B | 57.77% | |
| 137 | NBOSNEUBERGER BERMAN ETF TRUST | 219,134 | $5.8B | 57.39% | |
| 138 | DTHWISDOMTREE TR | 148,633 | $5.6B | 55.81% | |
| 139 | 4I1PHILIP MORRIS INTL INC | 45,675 | $5.5B | 54.63% | |
| 140 | PEPPEPSICO INC | 35,819 | $5.4B | 54.13% | |
| 141 | MRKMERCK & CO INC | 54,565 | $5.4B | 53.95% | |
| 142 | BACVERIZON COMMUNICATIONS INC | 134,189 | $5.4B | 53.33% | |
| 143 | OKEONEOK INC NEW | 52,079 | $5.2B | 51.97% | |
| 144 | DFAXDIMENSIONAL ETF TRUST | 208,569 | $5.2B | 51.53% | |
| 145 | HYDMarket Vectors High Yield Muni ETF | 99,029 | $5.1B | 51.09% | |
| 146 | MCDMCDONALDS CORP | 17,571 | $5.1B | 50.62% | |
| 147 | EIMEATON VANCE MUN BD FD | 470,358 | $4.9B | 48.43% | |
| 148 | JNKSPDR Blmbg Barclays High Yield Bd ETF | 50,043 | $4.8B | 47.48% | |
| 149 | REETIshares Global Reit Etf | 196,779 | $4.7B | 46.88% | |
| 150 | SCHMSCHWAB STRATEGIC TR | 165,319 | $4.6B | 45.53% | |
| 151 | XLESELECT SECTOR SPDR TR | 50,405 | $4.3B | 42.91% | |
| 152 | BXBlackstone Group Lp | 24,744 | $4.3B | 42.40% | |
| 153 | ABTAbbott Laboratories | 37,639 | $4.3B | 42.31% | |
| 154 | TMOTHERMO FISHER SCIENTIFIC INC | 8,007 | $4.2B | 41.40% | |
| 155 | ESGEISHARES INC | 124,361 | $4.2B | 41.27% | |
| 156 | JPSTJ P MORGAN EXCHANGE TRADED F | 81,856 | $4.1B | 40.98% | |
| 157 | IBITISHARES BITCOIN TRUST ETF | 77,502 | $4.1B | 40.86% | |
| 158 | BILSPDR SER TR | 44,881 | $4.1B | 40.78% | |
| 159 | PRFZINVESCO EXCHANGE TRADED FD T | 98,401 | $4.1B | 40.69% | |
| 160 | XLVHealth Care Select Sector SPDR ETF | 29,631 | $4.1B | 40.51% | |
| 161 | QCLNFIRST TR EXCHANGE-TRADED FD | 119,854 | $4.1B | 40.42% | |
| 162 | DSIISHARES TR | 36,467 | $4.0B | 39.96% | |
| 163 | REGNREGENERON PHARMACEUTICALS | 5,619 | $4.0B | 39.78% | |
| 164 | SBUXStarbucks | 42,717 | $3.9B | 38.74% | |
| 165 | AQLTISHARES TR | 165,054 | $3.8B | 38.25% | |
| 166 | AMLPALPS ETF TR | 79,825 | $3.8B | 38.21% | |
| 167 | DWDMORGAN STANLEY | 30,308 | $3.8B | 37.87% | |
| 168 | APOAPOLLO GLOBAL MGMT INC | 22,801 | $3.8B | 37.43% | |
| 169 | MARMARRIOTT INTL INC NEW | 13,437 | $3.7B | 37.25% | |
| 170 | GBTCGRAYSCALE BITCOIN TRUST ETF | 50,416 | $3.7B | 37.09% | |
| 171 | DFIVDFA Tax-Managed International Value | 105,177 | $3.7B | 37.09% | |
| 172 | CSCOCISCO SYS INC | 62,842 | $3.7B | 36.97% | |
| 173 | VGTVanguard Info Technology ETF | 5,919 | $3.7B | 36.58% | |
| 174 | SUBiShares Short-Term National Muni Bd ETF | 34,849 | $3.7B | 36.53% | |
| 175 | ORCLORACLE CORP | 21,781 | $3.6B | 36.07% | |
| 176 | VOOGVANGUARD ADMIRAL FDS INC | 9,745 | $3.6B | 35.45% | |
| 177 | CPKCHESAPEAKE UTILS CORP | 29,394 | $3.6B | 35.45% | |
| 178 | GEGE AEROSPACE | 21,066 | $3.5B | 34.92% | |
| 179 | LRGFISHARES TR | 57,115 | $3.4B | 34.26% | |
| 180 | JEPQJ P MORGAN EXCHANGE TRADED F | 60,604 | $3.4B | 33.96% | |
| 181 | SCHWCharles Schwab Corp | 45,308 | $3.4B | 33.33% | |
| 182 | AXPAMERICAN EXPRESS CO | 11,275 | $3.3B | 33.26% | |
| 183 | PFEPFIZER INC | 125,762 | $3.3B | 33.16% | |
| 184 | EEMiShares MSCI Emerging Markets | 78,345 | $3.3B | 32.56% | |
| 185 | MOALTRIA GROUP INC | 62,592 | $3.3B | 32.53% | |
| 186 | UNPUNION PAC CORP | 14,083 | $3.2B | 31.92% | |
| 187 | DONSPDR DOW JONES INDL AVERAGE | 7,482 | $3.2B | 31.64% | |
| 188 | XLKSELECT SECTOR SPDR TR | 13,368 | $3.1B | 30.89% | |
| 189 | DFASDIMENSIONAL ETF TRUST | 47,594 | $3.1B | 30.78% | |
| 190 | HRLHORMEL FOODS CORP | 96,722 | $3.0B | 30.16% | |
| 191 | ITWILLINOIS TOOL WKS INC | 11,849 | $3.0B | 29.86% | |
| 192 | DEHPDIMENSIONAL ETF TRUST | 118,805 | $2.9B | 29.21% | |
| 193 | CARTMAPLEBEAR INC | 70,617 | $2.9B | 29.07% | |
| 194 | DISDISNEY WALT CO | 26,006 | $2.9B | 28.78% | |
| 195 | ETNEATON CORP PLC | 8,724 | $2.9B | 28.77% | |
| 196 | NEENEXTERA ENERGY INC | 40,360 | $2.9B | 28.76% | |
| 197 | CEGCONSTELLATION ENERGY CORP | 12,931 | $2.9B | 28.75% | |
| 198 | EFAVISHARES TR | 40,809 | $2.9B | 28.68% | |
| 199 | ADPAutomatic Data Processing | 9,822 | $2.9B | 28.58% | |
| 200 | BLKBLACKROCK INC | 2,794 | $2.9B | 28.47% |