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)

StockValue
MFCMANULIFE FINL CORP
$527K
AMTAMERICAN TOWER CORP NEW
$527K
LNTALLIANT ENERGY CORP
$526K
NXPINXP SEMICONDUCTORS N V
$520K
CXCEMEX SAB DE CV
$518K
PHPNGALECTIN THERAPEUTICS INC
$514K
IIMINVESCO VALUE MUN INCOME TR
$511K
DDSDILLARDS INC
$511K
VMBSVanguard Mortgage-Backed Secs ETF
$510K
CFGCITIZENS FINL GROUP INC
$509K
RCLROYAL CARIBBEAN GROUP
$506K
DKSDICKS SPORTING GOODS INC
$506K
SJMSMUCKER J M CO
$505K
MLPXGLOBAL X FDS
$505K
VIOGVANGUARD ADMIRAL FDS INC
$503K
VPLVANGUARD INTL EQUITY INDEX F
$495K
ADSKAUTODESK INC
$493K
FHLCFIDELITY COVINGTON TRUST
$492K
KBESPDR SER TR
$490K
MSCIMSCI INC
$489K
BMRCBANK MARIN BANCORP
$488K
UGIUGI CORP NEW
$487K
IYHISHARES TR
$484K
MUMICRON TECHNOLOGY INC
$477K
MKC/VMCCORMICK & CO INC
$475K
MDTMEDTRONIC PLC
$474K
SDIVGLOBAL X FDS
$472K
DCIDONALDSON INC
$472K
MSIMOTOROLA SOLUTIONS INC
$464K
GEHCGE HEALTHCARE TECHNOLOGIES I
$462K
SRESEMPRA
$462K
GDGENERAL DYNAMICS CORP
$461K
MKLMARKEL GROUP INC
$459K
DBEFDBX ETF TR
$458K
CIIBLACKROCK ENHANCD CAP & INM
$457K
ZZILLOW GROUP INC
$457K
MG1MGE ENERGY INC
$457K
CITHE CIGNA GROUP
$454K
CIBRFIRST TR EXCHANGE TRADED FD
$454K
APHAMPHENOL CORP NEW
$452K
IWCiShares Russell Microcap Index
$451K
IXNISHARES TR
$451K
FTNTFORTINET INC
$446K
DFEMDIMENSIONAL ETF TRUST
$446K
GEMGOLDMAN SACHS ETF TR
$444K
VMCVULCAN MATLS CO
$439K
FISFIDELITY NATL INFORMATION SV
$439K
SPSMSPDR SER TR
$439K
WELLWELLTOWER INC
$435K
VKQINVESCO MUNICIPAL TRUST
$434K
FCXFREEPORT-MCMORAN INC
$431K
KKRKKR & CO INC
$429K
BBCAJ P MORGAN EXCHANGE TRADED F
$428K
AKXANSYS INC
$427K
FNDFSchwab Fundamental Int'l Lg Co ETF
$427K
RSPNINVESCO EXCHANGE TRADED FD T
$426K
PBWINVESCO EXCHANGE TRADED FD T
$425K
JEPIJ P MORGAN EXCHANGE TRADED F
$424K
LMBSFIRST TR EXCHANGE-TRADED FD
$420K
CAHCARDINAL HEALTH INC
$419K
SGSWEETGREEN INC
$419K
DFICDIMENSIONAL ETF TRUST
$418K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$418K
PAGPENSKE AUTOMOTIVE GRP INC
$417K
BCIABRDN ETFS
$417K
IGMISHARES TR
$415K
ASMLASML HOLDING N V
$414K
ICUIICU MED INC
$413K
ICEINTERCONTINENTAL EXCHANGE IN
$411K
IWYISHARES TR
$408K
ADMARCHER DANIELS MIDLAND CO
$405K
BDJBLACKROCK ENHANCED EQUITY DI
$404K
OGSONE GAS INC
$403K
INSPINSPIRE MED SYS INC
$402K
OSKOSHKOSH CORP
$400K
IYJISHARES TR
$399K
ARESARES MANAGEMENT CORPORATION
$396K
SCZISHARES TR
$393K
CPRTCOPART INC
$393K
FWONALIBERTY MEDIA CORP DEL
$391K
SPOTSPOTIFY TECHNOLOGY S A
$387K
GWWGRAINGER W W INC
$386K
INTFISHARES TR
$385K
ITGARTNER INC
$385K
PRUPRUDENTIAL FINL INC
$383K
SPGIS&P GLOBAL INC
$383K
XMMOINVESCO EXCHANGE TRADED FD T
$381K
ELVELEVANCE HEALTH INC
$379K
RRXRegal Rexnord Corp Com Stk Usd0.01
$379K
CDWCDW CORP
$378K
WRBBERKLEY W R CORP
$378K
GLWCORNING INC
$375K
MTUMISHARES TR
$371K
WYWEYERHAEUSER CO MTN BE
$371K
CTVACORTEVA INC
$369K
FTECFIDELITY COVINGTON TRUST
$364K
NTAPNETAPP INC
$364K
PTYPIMCO CORPORATE & INCOME OPP
$363K
BHRBBURKE HERBERT FINL SVCS CORP
$362K
HYGiShares iBoxx $ High Yield Corporate Bond
$362K
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