Wealthspire Advisors, LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$16.7B
Holdings
789
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (789 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IJJISHARES TR | 132,530 | $15.9B | 94.80% | |
| 102 | IJJiShares S&P Midcap 400/BARRA Value | 132,530 | $15.9B | 94.80% | |
| 103 | IWVISHARES TR | 47,767 | $15.2B | 90.65% | |
| 104 | IWViShares Russell 3000 Index | 47,767 | $15.2B | 90.65% | |
| 105 | GQ9SPDR GOLD TR | 51,913 | $15.0B | 89.37% | |
| 106 | VIGVANGUARD SPECIALIZED FUNDS | 77,000 | $14.9B | 89.24% | |
| 107 | COSTCOSTCO WHSL CORP NEW | 15,487 | $14.6B | 87.51% | |
| 108 | VOTVANGUARD INDEX FDS | 57,974 | $14.2B | 84.74% | |
| 109 | VOTVanguard Mid Cap Growth | 57,974 | $14.2B | 84.74% | |
| 110 | PVALPUTNAM ETF TRUST | 371,755 | $14.2B | 84.58% | |
| 111 | METAMETA PLATFORMS INC | 24,214 | $14.0B | 83.38% | |
| 112 | ITOTISHARES TR | 110,684 | $13.5B | 80.68% | |
| 113 | GOOGLALPHABET INC | 84,102 | $13.0B | 77.70% | |
| 114 | RSPINVESCO EXCHANGE TRADED FD T | 73,930 | $12.8B | 76.51% | |
| 115 | SCHPSchwab U.S. TIPS | 472,982 | $12.7B | 75.99% | |
| 116 | SCHPSCHWAB STRATEGIC TR | 472,982 | $12.7B | 75.99% | |
| 117 | IWOISHARES TR | 49,239 | $12.6B | 75.17% | |
| 118 | SUSBiShares ESG 1-5 Year USD Corp Bd ETF | 470,232 | $11.8B | 70.21% | |
| 119 | IWNISHARES TR | 76,446 | $11.5B | 68.96% | |
| 120 | SPYGSPDR SER TR | 141,797 | $11.4B | 68.09% | |
| 121 | ABBVABBVIE INC | 53,742 | $11.3B | 67.27% | |
| 122 | HDVISHARES TR | 89,910 | $10.9B | 65.06% | |
| 123 | DFUSDIMENSIONAL ETF TRUST | 179,995 | $10.9B | 65.04% | |
| 124 | SCHBSCHWAB STRATEGIC TR | 501,959 | $10.8B | 64.57% | |
| 125 | SCHBSchwab US Broad Market ETF | 501,959 | $10.8B | 64.57% | |
| 126 | CVXCHEVRON CORP NEW | 63,511 | $10.6B | 63.48% | |
| 127 | CVXChevron Texaco Corp | 63,511 | $10.6B | 63.48% | |
| 128 | KOCoca Cola Co | 146,440 | $10.5B | 62.66% | |
| 129 | KOCOCA COLA CO | 146,440 | $10.5B | 62.66% | |
| 130 | CHHCHOICE HOTELS INTL INC | 77,466 | $10.3B | 61.45% | |
| 131 | DGRWWISDOMTREE TR | 127,793 | $10.2B | 60.97% | |
| 132 | QDFFLEXSHARES TR | 147,949 | $10.1B | 60.42% | |
| 133 | DIHPDIMENSIONAL ETF TRUST | 375,386 | $10.1B | 60.42% | |
| 134 | BRK-BBERKSHIRE HATHAWAY INC DEL | 13 | $10.0B | 59.63% | |
| 135 | AQLTiShares Dow Jones Select Dividend | 73,872 | $9.9B | 59.27% | |
| 136 | AQLTISHARES TR | 73,872 | $9.9B | 59.27% | |
| 137 | ESGDISHARES TR | 118,625 | $9.7B | 57.90% | |
| 138 | VOEVANGUARD INDEX FDS | 59,543 | $9.6B | 57.11% | |
| 139 | HYMBSPDR SER TR | 371,939 | $9.4B | 56.04% | |
| 140 | VDCVANGUARD WORLD FD | 42,178 | $9.2B | 55.14% | |
| 141 | TSLATESLA INC | 35,090 | $9.1B | 54.33% | |
| 142 | VVISA INC | 25,886 | $9.1B | 54.20% | |
| 143 | PRFINVESCO EXCHANGE TRADED FD T | 221,981 | $9.0B | 53.59% | |
| 144 | MDYSPDR S&P MIDCAP 400 ETF TR | 16,769 | $8.9B | 53.45% | |
| 145 | SBUXSTARBUCKS CORP | 90,522 | $8.9B | 53.05% | |
| 146 | DFUVDIMENSIONAL ETF TRUST | 211,065 | $8.7B | 51.97% | |
| 147 | HDHOME DEPOT INC | 23,700 | $8.7B | 51.89% | |
| 148 | HDHome Depot Inc | 23,700 | $8.7B | 51.89% | |
| 149 | ESGUISHARES TR | 69,894 | $8.5B | 50.91% | |
| 150 | BSVVANGUARD BD INDEX FDS | 108,706 | $8.5B | 50.84% | |
| 151 | BSVVanguard Short Term Bond Index | 108,706 | $8.5B | 50.84% | |
| 152 | IQDFFLEXSHARES TR | 339,142 | $8.5B | 50.51% | |
| 153 | SPMDSPDR SER TR | 163,767 | $8.4B | 50.08% | |
| 154 | MAMASTERCARD INCORPORATED | 15,269 | $8.4B | 50.00% | |
| 155 | AQLTISHARES TR | 360,894 | $8.3B | 49.56% | |
| 156 | SCHASCHWAB STRATEGIC TR | 349,094 | $8.2B | 48.87% | |
| 157 | SCHASchwab US Small Cap ETF | 349,094 | $8.2B | 48.87% | |
| 158 | SDYSPDR SER TR | 57,480 | $7.8B | 46.59% | |
| 159 | GSLCGOLDMAN SACHS ETF TR | 69,836 | $7.7B | 45.93% | |
| 160 | BYRNBYRNA TECHNOLOGIES INC | 453,399 | $7.6B | 45.62% | |
| 161 | TFISPDR SER TR | 168,824 | $7.6B | 45.46% | |
| 162 | ACWIISHARES TR | 65,321 | $7.6B | 45.42% | |
| 163 | WMTWALMART INC | 85,008 | $7.5B | 44.59% | |
| 164 | WMTWal-Mart Stores Inc | 85,008 | $7.5B | 44.59% | |
| 165 | UNHUNITEDHEALTH GROUP INC | 14,107 | $7.4B | 44.14% | |
| 166 | 4I1PHILIP MORRIS INTL INC | 46,508 | $7.4B | 44.10% | |
| 167 | AVGOBROADCOM INC | 43,162 | $7.2B | 43.18% | |
| 168 | IBMInternational Business Machines | 28,976 | $7.2B | 43.05% | |
| 169 | IBMINTERNATIONAL BUSINESS MACHS | 28,976 | $7.2B | 43.05% | |
| 170 | IVEISHARES TR | 37,176 | $7.1B | 42.33% | |
| 171 | IVEiShares S&P 500/BARRA Value Index | 37,176 | $7.1B | 42.33% | |
| 172 | PMBSPIMCO ETF TR | 142,589 | $7.0B | 41.81% | |
| 173 | LLYEli Lilly & Co | 8,349 | $6.9B | 41.20% | |
| 174 | LLYELI LILLY & CO | 8,349 | $6.9B | 41.20% | |
| 175 | UNPUNION PAC CORP | 28,392 | $6.7B | 40.07% | |
| 176 | BABINVESCO EXCH TRADED FD TR II | 244,308 | $6.5B | 38.94% | |
| 177 | NFLXNETFLIX INC | 6,761 | $6.3B | 37.67% | |
| 178 | DUHPDIMENSIONAL ETF TRUST | 184,804 | $6.1B | 36.59% | |
| 179 | BACVERIZON COMMUNICATIONS INC | 133,140 | $6.0B | 36.08% | |
| 180 | DTHWISDOMTREE TR | 141,858 | $6.0B | 35.99% | |
| 181 | REGNREGENERON PHARMACEUTICALS | 9,350 | $5.9B | 35.43% | |
| 182 | NBOSNEUBERGER BERMAN ETF TRUST | 227,503 | $5.8B | 34.77% | |
| 183 | DFAXDIMENSIONAL ETF TRUST | 213,761 | $5.6B | 33.46% | |
| 184 | BACBANK AMERICA CORP | 131,210 | $5.5B | 32.71% | |
| 185 | PEPPepsiCo Inc | 35,949 | $5.4B | 32.20% | |
| 186 | PEPPEPSICO INC | 35,949 | $5.4B | 32.20% | |
| 187 | EIMEATON VANCE MUN BD FD | 519,355 | $5.2B | 30.94% | |
| 188 | MCDMCDONALDS CORP | 16,575 | $5.2B | 30.93% | |
| 189 | MCDMcDonalds Corp | 16,575 | $5.2B | 30.93% | |
| 190 | WFCWELLS FARGO CO NEW | 71,794 | $5.2B | 30.79% | |
| 191 | WFCWells Fargo & Co | 71,794 | $5.2B | 30.79% | |
| 192 | ABTABBOTT LABS | 37,422 | $5.0B | 29.66% | |
| 193 | IBITISHARES BITCOIN TRUST ETF | 106,033 | $5.0B | 29.65% | |
| 194 | REETISHARES TR | 200,406 | $4.9B | 29.05% | |
| 195 | CAVACAVA GROUP INC | 54,413 | $4.7B | 28.09% | |
| 196 | JNKSPDR SER TR | 47,577 | $4.5B | 27.09% | |
| 197 | NOCNORTHROP GRUMMAN CORP | 8,830 | $4.5B | 27.01% | |
| 198 | PLTRPALANTIR TECHNOLOGIES INC | 52,482 | $4.4B | 26.46% | |
| 199 | GEGE AEROSPACE | 22,041 | $4.4B | 26.36% | |
| 200 | MRKMERCK & CO INC | 49,095 | $4.4B | 26.33% |