Wealthspire Advisors, LLC Q1 2020 Filing
Filed May 12, 2020
Portfolio Value
$2.4T
Holdings
557
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (557 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XLESELECT SECTOR SPDR TR | 94,785 | $2.8B | 0.12% | |
| 102 | MMM3M CO | 20,117 | $2.7B | 0.12% | |
| 103 | COSTCOSTCO WHSL CORP NEW | 9,513 | $2.7B | 0.11% | |
| 104 | AMGNAMGEN INC | 12,984 | $2.6B | 0.11% | |
| 105 | IWBISHARES TR | 18,527 | $2.6B | 0.11% | |
| 106 | NFLXNETFLIX INC | 6,942 | $2.6B | 0.11% | |
| 107 | AMTAMERICAN TOWER CORP NEW | 11,692 | $2.5B | 0.11% | |
| 108 | ABBVABBVIE INC | 32,993 | $2.5B | 0.11% | |
| 109 | BABAALIBABA GROUP HLDG LTD | 12,910 | $2.5B | 0.11% | |
| 110 | EGBNEAGLE BANCORP INC MD | 82,492 | $2.5B | 0.10% | |
| 111 | BACBK OF AMERICA CORP | 116,647 | $2.5B | 0.10% | |
| 112 | MCDMCDONALDS CORP | 14,537 | $2.4B | 0.10% | |
| 113 | ORCLORACLE CORP | 48,784 | $2.4B | 0.10% | |
| 114 | PINSPINTEREST INC | 152,230 | $2.4B | 0.10% | |
| 115 | UNPUNION PAC CORP | 16,366 | $2.3B | 0.10% | |
| 116 | 4I1PHILIP MORRIS INTL INC | 31,507 | $2.3B | 0.10% | |
| 117 | CVXCHEVRON CORP NEW | 30,153 | $2.2B | 0.09% | |
| 118 | PRPLPURPLE INNOVATION INC | 376,414 | $2.1B | 0.09% | |
| 119 | TSLATESLA INC | 4,068 | $2.1B | 0.09% | |
| 120 | PYPLPAYPAL HLDGS INC | 21,754 | $2.1B | 0.09% | |
| 121 | BMYBRISTOL-MYERS SQUIBB CO | 36,405 | $2.0B | 0.09% | |
| 122 | CRMSALESFORCE COM INC | 13,978 | $2.0B | 0.08% | |
| 123 | NVDANVIDIA CORP | 7,614 | $2.0B | 0.08% | |
| 124 | TXNTEXAS INSTRS INC | 19,942 | $2.0B | 0.08% | |
| 125 | DYHTARGET CORP | 21,263 | $2.0B | 0.08% | |
| 126 | ADPAUTOMATIC DATA PROCESSING IN | 14,230 | $1.9B | 0.08% | |
| 127 | VYMVANGUARD WHITEHALL FDS | 26,916 | $1.9B | 0.08% | |
| 128 | HLTHILTON WORLDWIDE HLDGS INC | 27,725 | $1.9B | 0.08% | |
| 129 | RSPINVESCO EXCHANGE TRADED FD T | 22,463 | $1.9B | 0.08% | |
| 130 | MOALTRIA GROUP INC | 48,750 | $1.9B | 0.08% | |
| 131 | TFISPDR SER TR | 37,522 | $1.9B | 0.08% | |
| 132 | HLIHOULIHAN LOKEY INC | 35,658 | $1.9B | 0.08% | |
| 133 | CVSCVS HEALTH CORP | 31,243 | $1.9B | 0.08% | |
| 134 | UBSIUNITED BANKSHARES INC WEST V | 79,727 | $1.8B | 0.08% | |
| 135 | HDVISHARES TR | 25,214 | $1.8B | 0.08% | |
| 136 | IDXXIDEXX LABS INC | 7,347 | $1.8B | 0.07% | |
| 137 | MKC/VMCCORMICK & CO INC | 12,500 | $1.8B | 0.07% | |
| 138 | IVEISHARES TR | 17,892 | $1.7B | 0.07% | |
| 139 | KMBKIMBERLY CLARK CORP | 13,183 | $1.7B | 0.07% | |
| 140 | NOCNORTHROP GRUMMAN CORP | 5,475 | $1.7B | 0.07% | |
| 141 | ZTSZOETIS INC | 13,965 | $1.6B | 0.07% | |
| 142 | BLKCHFBLACKROCK INC | 3,731 | $1.6B | 0.07% | |
| 143 | HONHONEYWELL INTL INC | 12,142 | $1.6B | 0.07% | |
| 144 | LLYLILLY ELI & CO | 11,670 | $1.6B | 0.07% | |
| 145 | QCOMQUALCOMM INC | 23,711 | $1.6B | 0.07% | |
| 146 | ROPROPER TECHNOLOGIES INC | 5,046 | $1.6B | 0.07% | |
| 147 | WECWEC ENERGY GROUP INC | 17,812 | $1.6B | 0.07% | |
| 148 | MDLZMONDELEZ INTL INC | 30,773 | $1.5B | 0.06% | |
| 149 | DONSPDR DOW JONES INDL AVRG ETF | 6,876 | $1.5B | 0.06% | |
| 150 | ATRIUSDATRION CORP | 2,299 | $1.5B | 0.06% | |
| 151 | AVGOBROADCOM INC | 6,269 | $1.5B | 0.06% | |
| 152 | BNDXVANGUARD CHARLOTTE FDS | 26,304 | $1.5B | 0.06% | |
| 153 | ITWILLINOIS TOOL WKS INC | 10,314 | $1.5B | 0.06% | |
| 154 | TMOTHERMO FISHER SCIENTIFIC INC | 5,158 | $1.5B | 0.06% | |
| 155 | MDTMEDTRONIC PLC | 16,090 | $1.5B | 0.06% | |
| 156 | ECLECOLAB INC | 9,122 | $1.4B | 0.06% | |
| 157 | XFEBFIRST TR ENERGY INFRASTRCTR | 157,453 | $1.4B | 0.06% | |
| 158 | WMWASTE MGMT INC DEL | 15,204 | $1.4B | 0.06% | |
| 159 | AQLTISHARES TR | 27,583 | $1.4B | 0.06% | |
| 160 | FISFIDELITY NATL INFORMATION SV | 11,308 | $1.4B | 0.06% | |
| 161 | GILDGILEAD SCIENCES INC | 17,971 | $1.3B | 0.06% | |
| 162 | DSIISHARES TR | 13,712 | $1.3B | 0.06% | |
| 163 | NVSNNOVARTIS A G | 16,020 | $1.3B | 0.06% | |
| 164 | CPRXCATALYST PHARMACEUTICALS INC | 337,770 | $1.3B | 0.05% | |
| 165 | BXBLACKSTONE GROUP INC | 28,198 | $1.3B | 0.05% | |
| 166 | TRVCCITIGROUP INC | 30,216 | $1.3B | 0.05% | |
| 167 | GISGENERAL MLS INC | 24,048 | $1.3B | 0.05% | |
| 168 | UTXZUNITED TECHNOLOGIES CORP | 13,407 | $1.3B | 0.05% | |
| 169 | LMTLOCKHEED MARTIN CORP | 3,613 | $1.2B | 0.05% | |
| 170 | FQIDIGITAL RLTY TR INC | 8,787 | $1.2B | 0.05% | |
| 171 | ETNEATON CORP PLC | 15,539 | $1.2B | 0.05% | |
| 172 | DGDOLLAR GEN CORP NEW | 7,706 | $1.2B | 0.05% | |
| 173 | GEGENERAL ELECTRIC CO | 146,138 | $1.2B | 0.05% | |
| 174 | VRSKVERISK ANALYTICS INC | 8,282 | $1.2B | 0.05% | |
| 175 | ORLYO REILLY AUTOMOTIVE INC NEW | 3,762 | $1.1B | 0.05% | |
| 176 | NDQINVESCO QQQ TR | 5,924 | $1.1B | 0.05% | |
| 177 | TFCTRUIST FINL CORP | 36,214 | $1.1B | 0.05% | |
| 178 | TJXTJX COS INC NEW | 23,148 | $1.1B | 0.05% | |
| 179 | BABOEING CO | 7,375 | $1.1B | 0.05% | |
| 180 | BIIBBIOGEN INC | 3,457 | $1.1B | 0.05% | |
| 181 | IBBISHARES TR | 10,107 | $1.1B | 0.05% | |
| 182 | —SWEDISH EXPT CR CORP | 298,650 | $1.1B | 0.05% | |
| 183 | LINLINDE PLC | 6,230 | $1.1B | 0.05% | |
| 184 | GDGENERAL DYNAMICS CORP | 8,127 | $1.1B | 0.05% | |
| 185 | NVONOVO-NORDISK A S | 17,856 | $1.1B | 0.05% | |
| 186 | CNCCENTENE CORP DEL | 17,938 | $1.1B | 0.04% | |
| 187 | WFCWELLS FARGO CO NEW | 36,784 | $1.1B | 0.04% | |
| 188 | RTN1USDRAYTHEON CO | 7,957 | $1.0B | 0.04% | |
| 189 | CATCATERPILLAR INC DEL | 8,967 | $1.0B | 0.04% | |
| 190 | UPSUNITED PARCEL SERVICE INC | 11,130 | $1.0B | 0.04% | |
| 191 | BAXBAXTER INTL INC | 12,793 | $1.0B | 0.04% | |
| 192 | SHWSHERWIN WILLIAMS CO | 2,260 | $1.0B | 0.04% | |
| 193 | NSCNORFOLK SOUTHERN CORP | 7,078 | $1.0B | 0.04% | |
| 194 | REGNREGENERON PHARMACEUTICALS | 2,100 | $1.0B | 0.04% | |
| 195 | SHMSPDR SER TR | 20,925 | $1.0B | 0.04% | |
| 196 | MSIMOTOROLA SOLUTIONS INC | 7,661 | $1.0B | 0.04% | |
| 197 | DUKDUKE ENERGY CORP NEW | 12,481 | $1.0B | 0.04% | |
| 198 | GSGOLDMAN SACHS GROUP INC | 6,517 | $1.0B | 0.04% | |
| 199 | NOWSERVICENOW INC | 3,470 | $994.0M | 0.04% | |
| 200 | 8CWCROWN CASTLE INTL CORP NEW | 6,868 | $992.0M | 0.04% |