Wealthspire Advisors, LLC Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$10.1T
Holdings
792
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (792 positions)
| Stock | Value |
|---|---|
IUSVISHARES TR | $859K |
DFARDIMENSIONAL ETF TRUST | $859K |
ISRGINTUITIVE SURGICAL INC | $859K |
IYRiShares Dow Jones US Real Estate | $858K |
ORLYOREILLY AUTOMOTIVE INC | $854K |
TRVTRAVELERS COMPANIES INC | $843K |
DFSDDIMENSIONAL ETF TRUST | $836K |
DFSEURDISCOVER FINL SVCS | $831K |
ALSALLSTATE CORP | $829K |
ULUNILEVER PLC | $829K |
BKNGBOOKING HOLDINGS INC | $825K |
EZMWISDOMTREE TR | $825K |
IPINTERNATIONAL PAPER CO | $816K |
IEIISHARES TR | $814K |
ITA*ISHARES TR | $804K |
ZBHZIMMER BIOMET HOLDINGS INC | $803K |
PDBCINVESCO ACTVELY MNGD ETC FD | $786K |
ROKROCKWELL AUTOMATION INC | $785K |
IUSGISHARES TR | $772K |
ECORELECTROCORE INC | $770K |
DEDEERE & CO | $759K |
SHMSPDR Nuveen Barclays ST Muni Bond ETF | $747K |
CITCINTAS CORP | $746K |
CALMCAL MAINE FOODS INC | $737K |
SLYVSPDR S&P 600 Small Cap | $726K |
SMCISUPER MICRO COMPUTER INC | $724K |
EWEDWARDS LIFESCIENCES CORP | $722K |
DDOMINION ENERGY INC | $721K |
KMBKIMBERLY-CLARK CORP | $720K |
MRSHMARSH & MCLENNAN COS INC | $719K |
CMGCHIPOTLE MEXICAN GRILL INC | $718K |
NFGNATIONAL FUEL GAS CO | $718K |
CPRXCATALYST PHARMACEUTICALS INC | $717K |
MCKMCKESSON CORP | $717K |
CVSCVS HEALTH CORP | $717K |
COPCONOCOPHILLIPS | $716K |
SPHDINVESCO EXCH TRADED FD TR II | $707K |
XLFIConsumer Staples Select Sector SPDR ETF | $694K |
BBJPJ P MORGAN EXCHANGE TRADED F | $681K |
CYBRCYBERARK SOFTWARE LTD | $676K |
COWZPACER FDS TR | $676K |
GWXSPDR S&P Intl Small Cap ETF | $668K |
IVOOVANGUARD ADMIRAL FDS INC | $661K |
JPEMJ P MORGAN EXCHANGE TRADED F | $660K |
7HPHP INC | $659K |
CMICUMMINS INC | $658K |
CRWDCROWDSTRIKE HLDGS INC | $656K |
WPCWP CAREY INC | $649K |
ITMMarket Vectors Intermediate Muni ETF | $645K |
PWRQUANTA SVCS INC | $643K |
XLUSELECT SECTOR SPDR TR | $642K |
PHBINVESCO EXCH TRADED FD TR II | $642K |
POOLPOOL CORP | $642K |
ACWXISHARES TR | $633K |
BNBROOKFIELD CORP | $632K |
VIOOVANGUARD ADMIRAL FDS INC | $632K |
ICSHISHARES TR | $631K |
LPXLOUISIANA PAC CORP | $631K |
USMVISHARES TR | $629K |
ICFISHARES TR | $626K |
BXSLBLACKSTONE SECD LENDING FD | $621K |
CMCCOMMERCIAL METALS CO | $619K |
YUMYUM BRANDS INC | $618K |
BMOBANK MONTREAL QUE | $617K |
IBDSISHARES TR | $611K |
—Chestnut Str Exchang Fd Sh Partnership N | $606K |
TRVCCITIGROUP INC | $602K |
URTHISHARES INC | $601K |
MLB1MERCADOLIBRE INC | $597K |
SLYGSPDR S&P 600 Small Cap | $592K |
ESGVVANGUARD WORLD FD | $588K |
DFSVDIMENSIONAL ETF TRUST | $586K |
CA8ACACI INTL INC | $584K |
MLMMARTIN MARIETTA MATLS INC | $583K |
WTRGESSENTIAL UTILS INC | $581K |
DOCUDOCUSIGN INC | $581K |
JVALJ P MORGAN EXCHANGE TRADED F | $579K |
BTCGRAYSCALE BITCOIN MINI TR ET | $578K |
PCYPowershares Emerging Markets Debt ETF | $576K |
EIGEMPLOYERS HLDGS INC | $575K |
KRKROGER CO | $575K |
APDAIR PRODS & CHEMS INC | $574K |
BOXXEA SERIES TRUST | $569K |
MTBM & T BK CORP | $568K |
ROPRoper Industries Inc | $565K |
CHDCHURCH & DWIGHT CO INC | $565K |
VDEVANGUARD WORLD FD | $565K |
IVOGVANGUARD ADMIRAL FDS INC | $558K |
SYYSYSCO CORP | $557K |
DGXQUEST DIAGNOSTICS INC | $557K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $557K |
UPSUNITED PARCEL SERVICE INC | $556K |
ZIMVZIMVIE INC | $545K |
SMLFISHARES TR | $543K |
LNKBLINKBANCORP INC | $537K |
BSXBOSTON SCIENTIFIC CORP | $537K |
ETHAISHARES ETHEREUM TR | $534K |
URIUNITED RENTALS INC | $533K |
ETRENTERGY CORP NEW | $531K |
MIGAMICROSTRATEGY INC | $529K |