Wealthspire Retirement, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$1.3T
Holdings
277
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (277 positions)
| Stock | Value |
|---|---|
JNJJOHNSON & JOHNSON | $1.3B |
CGXUCAPITAL GROUP INTL FOCUS EQT | $1.3B |
NEMNEWMONT CORP | $1.3B |
CGWINVESCO EXCH TRADED FD TR II | $1.3B |
BSJPINVESCO EXCH TRD SLF IDX FD | $1.2B |
TLTISHARES TR | $1.2B |
KOCOCA COLA CO | $1.2B |
PWBINVESCO EXCHANGE TRADED FD T | $1.2B |
SCHVSCHWAB STRATEGIC TR | $1.2B |
WMTWALMART INC | $1.2B |
FBTFIRST TR EXCHANGE-TRADED FD | $1.1B |
TSLATESLA INC | $1.1B |
XLVSELECT SECTOR SPDR TR | $1.1B |
SCHZSCHWAB STRATEGIC TR | $1.1B |
IEFISHARES TR | $1.0B |
MSIMOTOROLA SOLUTIONS INC | $1.0B |
JPMJPMORGAN CHASE & CO. | $1.0B |
BSJQINVESCO EXCH TRD SLF IDX FD | $1.0B |
EAGGISHARES TR | $991.9M |
SCHRSCHWAB STRATEGIC TR | $982.2M |
SCHESCHWAB STRATEGIC TR | $966.8M |
SCHOSCHWAB STRATEGIC TR | $963.6M |
DNPDNP SELECT INCOME FD INC | $960.2M |
FNDXSCHWAB STRATEGIC TR | $956.1M |
BNDXVANGUARD CHARLOTTE FDS | $955.6M |
COSTCOSTCO WHSL CORP NEW | $931.1M |
EFAISHARES TR | $913.0M |
IBMINTERNATIONAL BUSINESS MACHS | $875.3M |
RSPINVESCO EXCHANGE TRADED FD T | $872.7M |
GOOGLALPHABET INC | $866.8M |
AMLPALPS ETF TR | $850.9M |
IWNISHARES TR | $849.9M |
BCCCGLOBAL X FDS | $835.9M |
BROBROWN & BROWN INC | $831.0M |
ABBVABBVIE INC | $818.2M |
VPUVANGUARD WORLD FD | $814.1M |
WFCWELLS FARGO CO NEW | $811.1M |
VISVANGUARD WORLD FD | $801.6M |
VFHVANGUARD WORLD FD | $783.5M |
JAAAJANUS DETROIT STR TR | $781.7M |
VCRVANGUARD WORLD FD | $758.1M |
SPEMSPDR INDEX SHS FDS | $744.6M |
VYMIVANGUARD WHITEHALL FDS | $737.0M |
IAPRINNOVATOR ETFS TRUST | $731.3M |
METAMETA PLATFORMS INC | $728.8M |
ICFISHARES TR | $717.3M |
OCTHINNOVATOR ETFS TRUST | $707.8M |
XLESELECT SECTOR SPDR TR | $706.4M |
GSYINVESCO ACTIVELY MANAGED EXC | $686.9M |
EEMISHARES TR | $681.9M |
VNQVANGUARD INDEX FDS | $676.9M |
PWVINVESCO EXCHANGE TRADED FD T | $673.4M |
XYLDGLOBAL X FDS | $670.1M |
USMVISHARES TR | $638.3M |
UNHUNITEDHEALTH GROUP INC | $629.6M |
IYHISHARES TR | $620.5M |
MRKMERCK & CO INC | $617.4M |
BONDPIMCO ETF TR | $608.0M |
VOXVANGUARD WORLD FD | $606.7M |
FEMRFIDELITY COVINGTON TRUST | $601.2M |
VDEVANGUARD WORLD FD | $597.6M |
TAT&T INC | $592.9M |
IDV*ISHARES TR | $592.4M |
OREALTY INCOME CORP | $589.6M |
VTIPVANGUARD MALVERN FDS | $589.1M |
SOSOUTHERN CO | $587.5M |
DONSPDR DOW JONES INDL AVERAGE | $582.4M |
IUSVISHARES TR | $575.9M |
IUSGISHARES TR | $572.5M |
FIWFIRST TR EXCHANGE-TRADED FD | $571.3M |
XLUSELECT SECTOR SPDR TR | $567.0M |
BSVVANGUARD BD INDEX FDS | $562.4M |
BSCPINVESCO EXCH TRD SLF IDX FD | $556.9M |
BILSPDR SER TR | $546.3M |
JPIEJ P MORGAN EXCHANGE TRADED F | $543.6M |
IOCTINNOVATOR ETFS TRUST | $537.1M |
AVUSAMERICAN CENTY ETF TR | $528.7M |
HONHONEYWELL INTL INC | $523.2M |
ACNACCENTURE PLC IRELAND | $521.7M |
FNDCSCHWAB STRATEGIC TR | $517.9M |
BSCQINVESCO EXCH TRD SLF IDX FD | $516.4M |
VXFVANGUARD INDEX FDS | $511.7M |
INCEFRANKLIN TEMPLETON ETF TR | $504.1M |
DGRWWISDOMTREE TR | $480.4M |
CVECENOVUS ENERGY INC | $479.9M |
TQQQPROSHARES TR | $470.5M |
JEPQJ P MORGAN EXCHANGE TRADED F | $468.2M |
PANWPALO ALTO NETWORKS INC | $463.5M |
BACBANK AMERICA CORP | $462.8M |
AXPAMERICAN EXPRESS CO | $456.0M |
DFASDIMENSIONAL ETF TRUST | $452.7M |
WMWASTE MGMT INC DEL | $441.4M |
IWDISHARES TR | $435.4M |
MPTMEDICAL PPTYS TRUST INC | $429.6M |
NEENEXTERA ENERGY INC | $428.1M |
ITMVANECK ETF TRUST | $411.3M |
4I1PHILIP MORRIS INTL INC | $411.0M |
BACVERIZON COMMUNICATIONS INC | $408.7M |
BSCSINVESCO EXCH TRD SLF IDX FD | $404.6M |
BSJRINVESCO EXCH TRD SLF IDX FD | $403.8M |