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 |
|---|---|
IAU*ISHARES GOLD TR | $2K |
DOVDOVER CORP | $2K |
AMATAPPLIED MATLS INC | $2K |
PGRPROGRESSIVE CORP | $2K |
UBERUBER TECHNOLOGIES INC | $2K |
IJSISHARES TR | $2K |
IBBISHARES TR | $2K |
SHOPSHOPIFY INC | $2K |
VONGVANGUARD SCOTTSDALE FDS | $2K |
VONVVANGUARD SCOTTSDALE FDS | $2K |
PAAPLAINS ALL AMERN PIPELINE L | $2K |
IVViShares Core S&P 500 ETF | $2K |
MECMAYVILLE ENGR CO INC | $1K |
DFCFDimensional Core Fixed Income ETF | $1K |
FDXFEDEX CORP | $1K |
SNOWSNOWFLAKE INC | $1K |
ECLECOLAB INC | $1K |
ANETARISTA NETWORKS INC | $1K |
TFCTRUIST FINL CORP | $1K |
VONEVANGUARD SCOTTSDALE FDS | $1K |
LMTLOCKHEED MARTIN CORP | $1K |
INTUINTUIT | $1K |
EFViShares MSCI EAFE Value ETF | $1K |
TILTFlexShares Morningstar U.S. Market Factors Tilt ETF | $1K |
MMM3M CO | $1K |
AEPAMERICAN ELEC PWR CO INC | $1K |
TROWPRICE T ROWE GROUP INC | $1K |
TXNTEXAS INSTRS INC | $1K |
SCHOSCHWAB STRATEGIC TR | $1K |
NYFISHARES TR | $1K |
INFLLISTED FD TR | $1K |
XLYConsumer Discret Sel Sect SPDR ETF | $1K |
CMFiShares Calif Amt Free | $1K |
LINLINDE PLC | $1K |
AMDADVANCED MICRO DEVICES INC | $1K |
WMWASTE MGMT INC DEL | $1K |
PYPLPAYPAL HLDGS INC | $1K |
DVYEISHARES INC | $1K |
IJTISHARES TR | $1K |
PBPROSPERITY BANCSHARES INC | $1K |
ATOATMOS ENERGY CORP | $1K |
IBTHISHARES TR | $1K |
VSECVSE CORP | $1K |
PNCPNC FINL SVCS GROUP INC | $1K |
NKENIKE INC | $1K |
FFORD MTR CO | $1K |
MDYVSPDR SER TR | $1K |
LRCXLAM RESEARCH CORP | $1K |
BOTZGLOBAL X FDS | $1K |
COFCAPITAL ONE FINL CORP | $1K |
XLRESELECT SECTOR SPDR TR | $1K |
SUSLiShares ESG MSCI USA Leaders ETF | $1K |
SCHVSCHWAB STRATEGIC TR | $1K |
NSCNorfolk Southern Corp | $1K |
EVRGEVERGY INC | $1K |
AIQGLOBAL X FDS | $1K |
VGKVanguard FTSE Europe ETF | $1K |
VLOVALERO ENERGY CORP | $1K |
AJGArthur J Gallagher & Co | $1K |
PSXPHILLIPS 66 | $1K |
GAPGAP INC | $1K |
RPMRPM INTL INC | $1K |
CLCOLGATE PALMOLIVE CO | $1K |
DEODIAGEO PLC | $1K |
INTCINTEL CORP | $1K |
DFSUDIMENSIONAL ETF TRUST | $1K |
EZBCFRANKLIN TEMPLETON DIGITAL H | $1K |
PFFISHARES TR | $1K |
VOOVVANGUARD ADMIRAL FDS INC | $1K |
SPSBSPDR SER TR | $1K |
BKBANK NEW YORK MELLON CORP | $1K |
AFLAFLAC INC | $1K |
EPDENTERPRISE PRODS PARTNERS L | $1K |
NVONOVO-NORDISK A S | $1K |
A4SAMERIPRISE FINL INC | $1K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1K |
PEOEXELON CORP | $1K |
HSICHENRY SCHEIN INC | $1K |
MDYGSPDR SER TR | $1K |
ADIANALOG DEVICES INC | $1K |
LYBLYONDELLBASELL INDUSTRIES N | $1K |
VHTVANGUARD WORLD FD | $1K |
RJFRAYMOND JAMES FINL INC | $1K |
ACWVISHARES INC | $1K |
DHRDANAHER CORPORATION | $1K |
CBCHUBB LIMITED | $1K |
EDCONSOLIDATED EDISON INC | $1K |
UYLDANGEL OAK FUNDS TRUST | $1K |
ZTSZOETIS INC | $1K |
JCPBJ P MORGAN EXCHANGE TRADED F | $1K |
RLRALPH LAUREN CORP | $1K |
HSYHERSHEY CO | $1K |
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