Wealthspire Advisors, LLC Q1 2023 Filing
Filed May 9, 2023
Portfolio Value
$5.8B
Holdings
533
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (533 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IQLTISHARES TR | 126,811 | $4.5B | 76.82% | |
| 102 | JPMJPMORGAN CHASE & CO | 33,249 | $4.3B | 74.35% | |
| 103 | IVEISHARES TR | 27,636 | $4.2B | 71.96% | |
| 104 | MRKMERCK & CO INC | 39,396 | $4.2B | 71.93% | |
| 105 | BYRNBYRNA TECHNOLOGIES INC | 548,434 | $4.2B | 71.43% | |
| 106 | HDHOME DEPOT INC | 13,857 | $4.1B | 70.18% | |
| 107 | HRLHORMEL FOODS CORP | 100,087 | $4.0B | 68.50% | |
| 108 | CPKCHESAPEAKE UTILS CORP | 29,156 | $3.7B | 64.03% | |
| 109 | METAMETA PLATFORMS INC | 17,208 | $3.6B | 62.58% | |
| 110 | ABTABBOTT LABS | 36,005 | $3.6B | 62.56% | |
| 111 | LRGFISHARES TR | 83,268 | $3.5B | 59.21% | |
| 112 | WMTWALMART INC | 23,265 | $3.4B | 58.87% | |
| 113 | VVISA INC | 15,198 | $3.4B | 58.80% | |
| 114 | BXBLACKSTONE INC | 37,989 | $3.3B | 57.26% | |
| 115 | MCDMCDONALDS CORP | 11,813 | $3.3B | 56.69% | |
| 116 | AQLTISHARES TR | 128,940 | $3.2B | 54.90% | |
| 117 | MAMASTERCARD INCORPORATED | 8,755 | $3.2B | 54.60% | |
| 118 | AMLPALPS ETF TR | 80,431 | $3.1B | 53.34% | |
| 119 | SBUXSTARBUCKS CORP | 29,526 | $3.1B | 52.76% | |
| 120 | IBMINTERNATIONAL BUSINESS MACHS | 23,434 | $3.1B | 52.71% | |
| 121 | BACBANK AMERICA CORP | 107,092 | $3.1B | 52.55% | |
| 122 | ELLAUDER ESTEE COS INC | 12,316 | $3.0B | 52.09% | |
| 123 | DSIISHARES TR | 35,740 | $2.8B | 47.83% | |
| 124 | WEPMAGELLAN MIDSTREAM PRTNRS LP | 50,650 | $2.7B | 47.16% | |
| 125 | ISTBISHARES TR | 58,061 | $2.7B | 46.97% | |
| 126 | SCHWSCHWAB CHARLES CORP | 50,731 | $2.7B | 45.60% | |
| 127 | IBTEISHARES TR | 110,049 | $2.6B | 45.34% | |
| 128 | FNDXSCHWAB STRATEGIC TR | 48,105 | $2.6B | 45.33% | |
| 129 | CSCOCISCO SYS INC | 50,093 | $2.6B | 44.93% | |
| 130 | VPUVANGUARD WORLD FDS | 17,363 | $2.6B | 43.95% | |
| 131 | SPYDSPDR SER TR | 66,673 | $2.5B | 43.47% | |
| 132 | KOMPSPDR SER TR | 57,960 | $2.5B | 42.46% | |
| 133 | SCHMSCHWAB STRATEGIC TR | 36,115 | $2.5B | 42.05% | |
| 134 | 4I1PHILIP MORRIS INTL INC | 24,046 | $2.3B | 40.13% | |
| 135 | COSTCOSTCO WHSL CORP NEW | 4,667 | $2.3B | 39.80% | |
| 136 | OUSMALPS ETF TR | 64,000 | $2.3B | 38.79% | |
| 137 | DISDISNEY WALT CO | 22,497 | $2.3B | 38.65% | |
| 138 | IBBISHARES TR | 17,379 | $2.2B | 38.51% | |
| 139 | NEENEXTERA ENERGY INC | 28,870 | $2.2B | 38.19% | |
| 140 | STGWSTAGWELL INC | 298,122 | $2.2B | 37.96% | |
| 141 | QQLVINVESCO EXCH TRD SLF IDX FD | 93,708 | $2.2B | 37.88% | |
| 142 | BBEUJ P MORGAN EXCHANGE TRADED F | 40,466 | $2.2B | 37.07% | |
| 143 | DONSPDR DOW JONES INDL AVERAGE | 6,467 | $2.2B | 36.92% | |
| 144 | CMCSACOMCAST CORP NEW | 55,983 | $2.1B | 36.42% | |
| 145 | AQLTISHARES TR | 89,875 | $2.1B | 36.28% | |
| 146 | EPDENTERPRISE PRODS PARTNERS L | 81,235 | $2.1B | 36.09% | |
| 147 | INFLLISTED FD TR | 67,608 | $2.1B | 35.78% | |
| 148 | WDIVSPDR INDEX SHS FDS | 35,000 | $2.1B | 35.41% | |
| 149 | FFORD MTR CO DEL | 162,619 | $2.0B | 35.17% | |
| 150 | ETENERGY TRANSFER L P | 164,125 | $2.0B | 35.12% | |
| 151 | DGROISHARES TR | 40,127 | $2.0B | 34.41% | |
| 152 | NOCNORTHROP GRUMMAN CORP | 4,336 | $2.0B | 34.36% | |
| 153 | INTCINTEL CORP | 59,893 | $2.0B | 33.57% | |
| 154 | NVDANVIDIA CORPORATION | 7,014 | $1.9B | 33.43% | |
| 155 | TAT&T INC | 100,733 | $1.9B | 33.28% | |
| 156 | VOOGVANGUARD ADMIRAL FDS INC | 8,356 | $1.9B | 33.06% | |
| 157 | BNDXVANGUARD CHARLOTTE FDS | 39,361 | $1.9B | 33.04% | |
| 158 | RTXRAYTHEON TECHNOLOGIES CORP | 19,636 | $1.9B | 32.99% | |
| 159 | AUBATLANTIC UN BANKSHARES CORP | 54,848 | $1.9B | 32.99% | |
| 160 | DYHTARGET CORP | 11,373 | $1.9B | 32.32% | |
| 161 | ESGUISHARES TR | 20,777 | $1.9B | 32.25% | |
| 162 | BMYBRISTOL-MYERS SQUIBB CO | 27,083 | $1.9B | 32.21% | |
| 163 | SYKSTRYKER CORPORATION | 6,506 | $1.9B | 31.87% | |
| 164 | BDXBECTON DICKINSON & CO | 7,482 | $1.9B | 31.79% | |
| 165 | NKENIKE INC | 14,918 | $1.8B | 31.39% | |
| 166 | XLVSELECT SECTOR SPDR TR | 14,117 | $1.8B | 31.36% | |
| 167 | SCHZSCHWAB STRATEGIC TR | 38,420 | $1.8B | 30.93% | |
| 168 | IWRISHARES TR | 24,713 | $1.7B | 29.64% | |
| 169 | IYWISHARES TR | 18,476 | $1.7B | 29.42% | |
| 170 | SUSAISHARES TR | 19,464 | $1.7B | 29.31% | |
| 171 | SOSOUTHERN CO | 24,504 | $1.7B | 29.25% | |
| 172 | IEIISHARES TR | 14,277 | $1.7B | 28.82% | |
| 173 | NFLXNETFLIX INC | 4,836 | $1.7B | 28.66% | |
| 174 | JNKSPDR SER TR | 17,848 | $1.7B | 28.42% | |
| 175 | TROWPRICE T ROWE GROUP INC | 14,531 | $1.6B | 28.15% | |
| 176 | DONWISDOMTREE TR | 38,600 | $1.6B | 27.13% | |
| 177 | IWPISHARES TR | 17,271 | $1.6B | 26.98% | |
| 178 | SPSBSPDR SER TR | 53,031 | $1.6B | 26.96% | |
| 179 | RSPINVESCO EXCHANGE TRADED FD T | 10,829 | $1.6B | 26.88% | |
| 180 | RDIVINVESCO EXCH TRADED FD TR II | 38,000 | $1.6B | 26.83% | |
| 181 | PAYXPAYCHEX INC | 13,585 | $1.6B | 26.71% | |
| 182 | VGTVANGUARD WORLD FDS | 4,021 | $1.6B | 26.60% | |
| 183 | SCZISHARES TR | 25,863 | $1.5B | 26.41% | |
| 184 | LQDISHARES TR | 13,893 | $1.5B | 26.12% | |
| 185 | HEESEURH & E EQUIPMENT SERVICES INC | 34,195 | $1.5B | 25.95% | |
| 186 | EFVISHARES TR | 30,957 | $1.5B | 25.78% | |
| 187 | DEODIAGEO PLC | 8,181 | $1.5B | 25.44% | |
| 188 | DOVDOVER CORP | 9,727 | $1.5B | 25.35% | |
| 189 | ATOATMOS ENERGY CORP | 13,124 | $1.5B | 25.30% | |
| 190 | MECMAYVILLE ENGR CO INC | 95,415 | $1.4B | 24.42% | |
| 191 | XLFSELECT SECTOR SPDR TR | 43,975 | $1.4B | 24.25% | |
| 192 | MARMARRIOTT INTL INC NEW | 8,505 | $1.4B | 24.23% | |
| 193 | FWONALIBERTY MEDIA CORP DEL | 18,847 | $1.4B | 24.20% | |
| 194 | PDBCINVESCO ACTVELY MNGD ETC FD | 98,799 | $1.4B | 24.10% | |
| 195 | IJJISHARES TR | 13,525 | $1.4B | 23.84% | |
| 196 | PAAPLAINS ALL AMERN PIPELINE L | 111,000 | $1.4B | 23.75% | |
| 197 | GEGENERAL ELECTRIC CO | 14,289 | $1.4B | 23.44% | |
| 198 | SCHOSCHWAB STRATEGIC TR | 27,986 | $1.4B | 23.43% | |
| 199 | EEMISHARES TR | 34,000 | $1.3B | 23.02% | |
| 200 | AONAON PLC | 4,235 | $1.3B | 22.91% |