Wealthspire Retirement, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$1.3B
Holdings
277
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (277 positions)
| Stock | Value |
|---|---|
BTEBAYTEX ENERGY CORP | $400K |
MUBISHARES TR | $397K |
TFCTRUIST FINL CORP | $395K |
BSCRINVESCO EXCH TRD SLF IDX FD | $393K |
AVGOBROADCOM INC | $391K |
ABTABBOTT LABS | $376K |
IUSBISHARES TR | $375K |
CSCOCISCO SYS INC | $371K |
MLB1MERCADOLIBRE INC | $361K |
BABOEING CO | $361K |
IMCBISHARES TR | $356K |
016VEREN INC | $354K |
FSCOFS CREDIT OPPORTUNITIES CORP | $352K |
PLTRPALANTIR TECHNOLOGIES INC | $352K |
SHOPSHOPIFY INC | $352K |
IWRISHARES TR | $350K |
ACMAECOM | $343K |
KAPRINNOVATOR ETFS TRUST | $341K |
MCDMCDONALDS CORP | $341K |
CATCATERPILLAR INC | $334K |
RTXRTX CORPORATION | $333K |
FNOVFIRST TR EXCHNG TRADED FD VI | $331K |
PPAINVESCO EXCHANGE TRADED FD T | $330K |
VAWVANGUARD WORLD FD | $330K |
CITHE CIGNA GROUP | $321K |
PGRPROGRESSIVE CORP | $307K |
DOCHEALTHPEAK PROPERTIES INC | $307K |
VVISA INC | $299K |
QCOMQUALCOMM INC | $299K |
CRMSALESFORCE INC | $298K |
MOALTRIA GROUP INC | $288K |
LOWLOWES COS INC | $287K |
USBUS BANCORP DEL | $284K |
ROPROPER TECHNOLOGIES INC | $283K |
MMM3M CO | $279K |
AVUVAMERICAN CENTY ETF TR | $278K |
CMFISHARES TR | $272K |
UNPUNION PAC CORP | $271K |
APHAMPHENOL CORP NEW | $270K |
ADBEADOBE INC | $266K |
PYPRINCIPAL EXCHANGE TRADED FD | $263K |
ZIONZIONS BANCORPORATION N A | $262K |
VOTVANGUARD INDEX FDS | $256K |
JULDINNOVATOR ETFS TRUST | $256K |
SPHYSPDR SER TR | $248K |
BIVVANGUARD BD INDEX FDS | $248K |
ORCLORACLE CORP | $246K |
IWMISHARES TR | $243K |
SCHHSCHWAB STRATEGIC TR | $242K |
DYHTARGET CORP | $238K |
UBERUBER TECHNOLOGIES INC | $234K |
SYKSTRYKER CORPORATION | $232K |
GEGE AEROSPACE | $228K |
FSKFS KKR CAP CORP | $226K |
SLBSCHLUMBERGER LTD | $226K |
IWPISHARES TR | $222K |
DHRDANAHER CORPORATION | $221K |
IWSISHARES TR | $215K |
FFORD MTR CO | $215K |
AGFIRST MAJESTIC SILVER CORP | $214K |
VOOGVANGUARD ADMIRAL FDS INC | $214K |
SPYDSPDR SER TR | $212K |
FDXFEDEX CORP | $211K |
MCKMCKESSON CORP | $206K |
LINLINDE PLC | $205K |
AEGAEGON LTD | $184K |
SBCSABRA HEALTH CARE REIT INC | $183K |
HLHECLA MNG CO | $153K |
ORCORCHID IS CAP INC | $130K |
DMLDENISON MINES CORP | $108K |
DOMODOMO INC | $78K |
SBSWSIBANYE STILLWATER LTD | $76K |
RXRXRECURSION PHARMACEUTICALS IN | $70K |
EUENCORE ENERGY CORP | $52K |
SABRSABRE CORP | $51K |
EFRENERGY FUELS INC | $45K |
VEEETWIN VEE POWERCATS CO | $19K |
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