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 |
|---|---|
IUSBISHARES TR | $424.9M |
VGSHVANGUARD SCOTTSDALE FDS | $421.2M |
TFCTRUIST FINL CORP | $416.4M |
DOLWISDOMTREE TR | $406.5M |
BSCSINVESCO EXCH TRD SLF IDX FD | $400.2M |
SPHYSPDR SER TR | $396.9M |
BACVERIZON COMMUNICATIONS INC | $396.9M |
ACMAECOM | $395.2M |
BSCRINVESCO EXCH TRD SLF IDX FD | $391.0M |
BABOEING CO | $389.9M |
SHOPSHOPIFY INC | $389.5M |
WMWASTE MGMT INC DEL | $383.6M |
TQQQPROSHARES TR | $380.5M |
UNPUNION PAC CORP | $373.3M |
CRMSALESFORCE INC | $371.3M |
IMCBISHARES TR | $365.8M |
IWRISHARES TR | $363.9M |
KAPRINNOVATOR ETFS TRUST | $361.3M |
CSCOCISCO SYS INC | $358.7M |
INCEFRANKLIN TEMPLETON ETF TR | $355.1M |
DJPBARCLAYS BANK PLC | $354.9M |
EMLPFIRST TR EXCHANGE-TRADED FD | $354.6M |
CATCATERPILLAR INC | $353.2M |
XYLDGLOBAL X FDS | $350.0M |
FSCOFS CREDIT OPPORTUNITIES CORP | $340.6M |
FNOVFIRST TR EXCHNG TRADED FD VI | $338.8M |
MMM3M CO | $337.5M |
IWMISHARES TR | $331.5M |
ADBEADOBE INC | $326.4M |
PPAINVESCO EXCHANGE TRADED FD T | $325.2M |
VAWVANGUARD WORLD FD | $318.8M |
USBUS BANCORP DEL | $317.1M |
ABTABBOTT LABS | $316.4M |
MLB1MERCADOLIBRE INC | $314.6M |
MCDMCDONALDS CORP | $312.9M |
DYHTARGET CORP | $312.8M |
CITHE CIGNA GROUP | $312.2M |
DOCHEALTHPEAK PROPERTIES INC | $308.5M |
016VEREN INC | $308.4M |
4I1PHILIP MORRIS INTL INC | $304.1M |
LOWLOWES COS INC | $295.5M |
RTXRTX CORPORATION | $292.9M |
EEMAISHARES INC | $287.2M |
QCOMQUALCOMM INC | $287.0M |
PLTRPALANTIR TECHNOLOGIES INC | $285.5M |
ZIONZIONS BANCORPORATION N A | $284.5M |
MPTMEDICAL PPTYS TRUST INC | $284.2M |
BSJRINVESCO EXCH TRD SLF IDX FD | $282.9M |
CMFISHARES TR | $275.8M |
APHAMPHENOL CORP NEW | $272.9M |
IJTISHARES TR | $268.0M |
BILSPDR SER TR | $264.9M |
VOTVANGUARD INDEX FDS | $264.3M |
VVISA INC | $263.7M |
ORCLORACLE CORP | $262.3M |
PGRPROGRESSIVE CORP | $258.1M |
PYPRINCIPAL EXCHANGE TRADED FD | $254.8M |
MUBISHARES TR | $254.6M |
JULDINNOVATOR ETFS TRUST | $254.3M |
USMVISHARES TR | $249.9M |
ROPROPER TECHNOLOGIES INC | $249.5M |
IWPISHARES TR | $239.5M |
SCHHSCHWAB STRATEGIC TR | $235.5M |
FSKFS KKR CAP CORP | $234.5M |
BIVVANGUARD BD INDEX FDS | $232.6M |
AVUVAMERICAN CENTY ETF TR | $232.3M |
FDXFEDEX CORP | $226.8M |
FLOTISHARES TR | $223.4M |
IWSISHARES TR | $221.0M |
DHRDANAHER CORPORATION | $215.4M |
PFEPFIZER INC | $210.1M |
SCZISHARES TR | $209.4M |
FFORD MTR CO | $206.9M |
SLBSCHLUMBERGER LTD | $205.7M |
SPYDSPDR SER TR | $205.5M |
SYKSTRYKER CORPORATION | $205.0M |
XLYSELECT SECTOR SPDR TR | $203.7M |
INDAISHARES TR | $201.1M |
AGFIRST MAJESTIC SILVER CORP | $181.2M |
SBCSABRA HEALTH CARE REIT INC | $176.9M |
AEGAEGON LTD | $164.6M |
HLHECLA MNG CO | $154.7M |
DMLDENISON MINES CORP | $149.4M |
ORCORCHID IS CAP INC | $129.8M |
EUENCORE ENERGY CORP | $95.5M |
DOMODOMO INC | $70.8M |
SABRSABRE CORP | $67.0M |
EFRENERGY FUELS INC | $61.6M |
SBSWSIBANYE STILLWATER LTD | $54.5M |
PSEC 6.375 03/01/25PROSPECT CAP CORP | $49.6M |
VEEETWIN VEE POWERCATS CO | $31.3M |
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