Wealthspire Retirement, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$1.3T
Holdings
291
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (291 positions)
| Stock | Value |
|---|---|
XLKSELECT SECTOR SPDR TR | $1.4B |
SPABSPDR SER TR | $1.3B |
EAGGISHARES TR | $1.3B |
TLTISHARES TR | $1.3B |
PWBINVESCO EXCHANGE TRADED FD T | $1.3B |
CGWINVESCO EXCH TRADED FD TR II | $1.3B |
WELLWELLTOWER INC | $1.3B |
SCHZSCHWAB STRATEGIC TR | $1.3B |
BSJPINVESCO EXCH TRD SLF IDX FD | $1.3B |
GQ9SPDR GOLD TR | $1.2B |
WMTWALMART INC | $1.2B |
GSYINVESCO ACTIVELY MANAGED EXC | $1.2B |
JNJJOHNSON & JOHNSON | $1.1B |
SCHOSCHWAB STRATEGIC TR | $1.1B |
FBTFIRST TR EXCHANGE-TRADED FD | $1.1B |
MSIMOTOROLA SOLUTIONS INC | $1.1B |
MDTMEDTRONIC PLC | $1.1B |
KOCOCA COLA CO | $1.1B |
GOOGLALPHABET INC | $1.0B |
SCHESCHWAB STRATEGIC TR | $993.0M |
LRNSTRIDE INC | $992.5M |
JPMJPMORGAN CHASE & CO. | $975.0M |
NEMNEWMONT CORP | $971.7M |
TOTLSSGA ACTIVE ETF TR | $969.2M |
SCHRSCHWAB STRATEGIC TR | $953.5M |
BSJQINVESCO EXCH TRD SLF IDX FD | $937.6M |
SPSBSPDR SER TR | $932.6M |
IWNISHARES TR | $924.1M |
IAU*ISHARES GOLD TR | $923.6M |
COSTCOSTCO WHSL CORP NEW | $898.1M |
BCCCGLOBAL X FDS | $894.8M |
BKLNINVESCO EXCH TRADED FD TR II | $888.8M |
VCRVANGUARD WORLD FD | $869.3M |
EFAISHARES TR | $859.0M |
FNDXSCHWAB STRATEGIC TR | $851.9M |
DNPDNP SELECT INCOME FD INC | $848.7M |
XLVSELECT SECTOR SPDR TR | $845.7M |
RSPINVESCO EXCHANGE TRADED FD T | $828.6M |
VISVANGUARD WORLD FD | $828.0M |
WFCWELLS FARGO CO NEW | $819.8M |
AMLPALPS ETF TR | $815.3M |
IBMINTERNATIONAL BUSINESS MACHS | $792.8M |
VPUVANGUARD WORLD FD | $784.4M |
VFHVANGUARD WORLD FD | $774.2M |
OCTHINNOVATOR ETFS TRUST | $761.5M |
METAMETA PLATFORMS INC | $727.4M |
SPEMSPDR INDEX SHS FDS | $707.4M |
MGKVANGUARD WORLD FD | $700.8M |
ABBVABBVIE INC | $694.4M |
VNQVANGUARD INDEX FDS | $692.8M |
IAPRINNOVATOR ETFS TRUST | $687.0M |
PWVINVESCO EXCHANGE TRADED FD T | $681.9M |
BROBROWN & BROWN INC | $681.5M |
BONDPIMCO ETF TR | $680.9M |
VYMIVANGUARD WHITEHALL FDS | $679.4M |
DGRWWISDOMTREE TR | $652.8M |
EEMISHARES TR | $640.4M |
TIPISHARES TR | $639.9M |
UNHUNITEDHEALTH GROUP INC | $634.2M |
IUSGISHARES TR | $633.4M |
VOXVANGUARD WORLD FD | $632.8M |
JAAAJANUS DETROIT STR TR | $627.9M |
SHYGISHARES TR | $626.2M |
IUSVISHARES TR | $619.6M |
ACNACCENTURE PLC IRELAND | $611.8M |
BTEBAYTEX ENERGY CORP | $608.2M |
IHDGWISDOMTREE TR | $595.2M |
IYHISHARES TR | $593.8M |
DONSPDR DOW JONES INDL AVERAGE | $590.0M |
BSVVANGUARD BD INDEX FDS | $574.5M |
VTIPVANGUARD MALVERN FDS | $571.6M |
AVUSAMERICAN CENTY ETF TR | $558.5M |
VXFVANGUARD INDEX FDS | $554.5M |
VDEVANGUARD WORLD FD | $547.8M |
HONHONEYWELL INTL INC | $544.2M |
MRKMERCK & CO INC | $541.0M |
FEMRFIDELITY COVINGTON TRUST | $540.1M |
SOSOUTHERN CO | $539.1M |
XLUSELECT SECTOR SPDR TR | $532.1M |
BSCPINVESCO EXCH TRD SLF IDX FD | $525.2M |
IDV*ISHARES TR | $520.6M |
XLESELECT SECTOR SPDR TR | $515.9M |
IOCTINNOVATOR ETFS TRUST | $514.8M |
CVECENOVUS ENERGY INC | $509.0M |
OREALTY INCOME CORP | $506.6M |
FIWFIRST TR EXCHANGE-TRADED FD | $505.6M |
AXPAMERICAN EXPRESS CO | $503.0M |
BACBANK AMERICA CORP | $496.1M |
FEZSPDR INDEX SHS FDS | $492.2M |
PANWPALO ALTO NETWORKS INC | $491.7M |
FNDCSCHWAB STRATEGIC TR | $488.4M |
DFASDIMENSIONAL ETF TRUST | $487.3M |
ITMVANECK ETF TRUST | $475.3M |
TAT&T INC | $474.2M |
JEPQJ P MORGAN EXCHANGE TRADED F | $467.9M |
AVGOBROADCOM INC | $460.6M |
BSCQINVESCO EXCH TRD SLF IDX FD | $456.1M |
JPIEJ P MORGAN EXCHANGE TRADED F | $442.5M |
NEENEXTERA ENERGY INC | $431.7M |
IWDISHARES TR | $426.4M |