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 | Value |
|---|---|
TMUST-MOBILE US INC | $2.8B |
GSGOLDMAN SACHS GROUP INC | $2.8B |
OUSMALPS ETF TR | $2.8B |
GBILGOLDMAN SACHS ETF TR | $2.8B |
XLFFinancial Select Sector SPDR ETF | $2.8B |
RSPINVESCO EXCHANGE TRADED FD T | $2.8B |
BBEUJ P MORGAN EXCHANGE TRADED F | $2.8B |
VPUVANGUARD WORLD FD | $2.7B |
DCORDIMENSIONAL ETF TRUST | $2.6B |
CRMSALESFORCE INC | $2.6B |
BABOEING CO | $2.6B |
FISVFISERV INC | $2.6B |
DUKDUKE ENERGY CORP NEW | $2.6B |
SCHGSCHWAB STRATEGIC TR | $2.6B |
AALAMERICAN AIRLS GROUP INC | $2.6B |
FICOFAIR ISAAC CORP | $2.6B |
IBTGISHARES TR | $2.6B |
IYWISHARES TR | $2.6B |
ETENERGY TRANSFER L P | $2.6B |
FNDXSCHWAB STRATEGIC TR | $2.5B |
TAT&T INC | $2.5B |
PANWPALO ALTO NETWORKS INC | $2.5B |
SPYDSPDR SER TR | $2.5B |
DALDELTA AIR LINES INC DEL | $2.5B |
CMCSAComcast Corp A | $2.4B |
SPYVSPDR SER TR | $2.4B |
JQUAJ P MORGAN EXCHANGE TRADED F | $2.4B |
NOWSERVICENOW INC | $2.4B |
SCHZSCHWAB STRATEGIC TR | $2.4B |
IQLTISHARES TR | $2.3B |
DLNWisdomtree Large Cap Div | $2.3B |
JSMDJANUS DETROIT STR TR | $2.2B |
CBNKCAPITAL BANCORP INC MD | $2.2B |
SYKStryker Corp | $2.2B |
WDIVSPDR INDEX SHS FDS | $2.2B |
AMGNAMGEN INC | $2.2B |
SOXXISHARES TR | $2.2B |
ABNBAIRBNB INC | $2.1B |
FASTFASTENAL CO | $2.1B |
IJKiShares S&P 400 Growth | $2.1B |
DFSIDIMENSIONAL ETF TRUST | $2.1B |
IWSiShares Russell Midcap Value | $2.1B |
USBUS Bancorp | $2.1B |
NOCNORTHROP GRUMMAN CORP | $2.0B |
DONWISDOMTREE TR | $2.0B |
DGROISHARES TR | $2.0B |
MMSMAXIMUS INC | $2.0B |
RTXRTX CORPORATION | $2.0B |
FLTRVANECK ETF TRUST | $2.0B |
CATCATERPILLAR INC | $2.0B |
LOWLowes Companies Inc | $2.0B |
MGKVANGUARD WORLD FD | $2.0B |
SHYDVANECK ETF TRUST | $1.9B |
QCOMQUALCOMM INC | $1.9B |
DBDEUTSCHE BANK A G | $1.9B |
MTDMETTLER TOLEDO INTERNATIONAL | $1.9B |
OEFiShares S&P 100 Index | $1.9B |
DOWDOW INC | $1.9B |
RDIVINVESCO EXCH TRADED FD TR II | $1.9B |
PXFINVESCO EXCH TRADED FD TR II | $1.8B |
PAYXPAYCHEX INC | $1.8B |
TJXTJX COS INC NEW | $1.8B |
WMBWILLIAMS COS INC | $1.8B |
ISTBISHARES TR | $1.8B |
BDXBECTON DICKINSON & CO | $1.8B |
HEESEURH & E EQUIPMENT SERVICES INC | $1.8B |
EMREMERSON ELEC CO | $1.7B |
ADBEADOBE INC | $1.7B |
HONHONEYWELL INTL INC | $1.7B |
SOSOUTHERN CO | $1.7B |
SHWSHERWIN WILLIAMS CO | $1.7B |
WFCWells Fargo & Co | $1.7B |
BNDXVANGUARD CHARLOTTE FDS | $1.7B |
FNDBSCHWAB STRATEGIC TR | $1.6B |
IDXXIDEXX LABS INC | $1.6B |
GEVGE VERNOVA INC | $1.6B |
EFGISHARES TR | $1.6B |
BMYBRISTOL-MYERS SQUIBB CO | $1.6B |
DYHTARGET CORP | $1.6B |
IAU*ISHARES GOLD TR | $1.6B |
DOVDOVER CORP | $1.6B |
AMATAPPLIED MATLS INC | $1.6B |
PGRPROGRESSIVE CORP | $1.6B |
UBERUBER TECHNOLOGIES INC | $1.6B |
IJSISHARES TR | $1.6B |
IBBISHARES TR | $1.6B |
SHOPSHOPIFY INC | $1.6B |
VONGVANGUARD SCOTTSDALE FDS | $1.5B |
VONVVANGUARD SCOTTSDALE FDS | $1.5B |
PAAPLAINS ALL AMERN PIPELINE L | $1.5B |
MECMAYVILLE ENGR CO INC | $1.5B |
DFCFDimensional Core Fixed Income ETF | $1.5B |
FDXFEDEX CORP | $1.5B |
SNOWSNOWFLAKE INC | $1.5B |
ECLECOLAB INC | $1.5B |
ANETARISTA NETWORKS INC | $1.5B |
TFCTRUIST FINL CORP | $1.5B |
VONEVANGUARD SCOTTSDALE FDS | $1.4B |
LMTLOCKHEED MARTIN CORP | $1.4B |
INTUINTUIT | $1.4B |