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 |
|---|---|---|---|---|---|
| 201 | SCHMSCHWAB STRATEGIC TR | 164,821 | $4.3B | 25.80% | |
| 202 | SCHMSchwab US Mid Cap Etf | 164,821 | $4.3B | 25.80% | |
| 203 | XLVSELECT SECTOR SPDR TR | 28,604 | $4.2B | 24.95% | |
| 204 | BILSPDR SER TR | 44,881 | $4.1B | 24.60% | |
| 205 | DFIVDIMENSIONAL ETF TRUST | 103,896 | $4.1B | 24.43% | |
| 206 | TMOTHERMO FISHER SCIENTIFIC INC | 8,073 | $4.0B | 24.00% | |
| 207 | CSCOCISCO SYS INC | 63,656 | $3.9B | 23.47% | |
| 208 | AQLTISHARES TR | 166,234 | $3.9B | 23.21% | |
| 209 | CPKCHESAPEAKE UTILS CORP | 29,441 | $3.8B | 22.59% | |
| 210 | DSIISHARES TR | 36,492 | $3.7B | 22.33% | |
| 211 | DSIIshares Tr Msci Kld400 Soc | 36,492 | $3.7B | 22.33% | |
| 212 | PRFZINVESCO EXCHANGE TRADED FD T | 97,538 | $3.7B | 22.06% | |
| 213 | BXBLACKSTONE INC | 25,749 | $3.6B | 21.50% | |
| 214 | MTDMETTLER TOLEDO INTERNATIONAL | 3,036 | $3.6B | 21.42% | |
| 215 | SHWSHERWIN WILLIAMS CO | 10,110 | $3.5B | 21.09% | |
| 216 | MOALTRIA GROUP INC | 58,333 | $3.5B | 20.92% | |
| 217 | SCHWSCHWAB CHARLES CORP | 44,351 | $3.5B | 20.74% | |
| 218 | SCHWCharles Schwab Corp | 44,351 | $3.5B | 20.74% | |
| 219 | SUBiShares Short-Term National Muni Bd ETF | 32,320 | $3.4B | 20.39% | |
| 220 | SUBISHARES TR | 32,320 | $3.4B | 20.39% | |
| 221 | AZNASTRAZENECA PLC | 45,933 | $3.4B | 20.17% | |
| 222 | HONHONEYWELL INTL INC | 15,768 | $3.3B | 19.95% | |
| 223 | TJXTJX COS INC NEW | 27,322 | $3.3B | 19.88% | |
| 224 | VOOGVANGUARD ADMIRAL FDS INC | 9,878 | $3.3B | 19.74% | |
| 225 | VOOGVanguard S&P 500 Etf | 9,878 | $3.3B | 19.74% | |
| 226 | DLNWISDOMTREE TR | 40,695 | $3.2B | 19.30% | |
| 227 | MARMARRIOTT INTL INC NEW | 13,548 | $3.2B | 19.28% | |
| 228 | QCLNFIRST TR EXCHANGE-TRADED FD | 111,999 | $3.2B | 19.15% | |
| 229 | JEPQJ P MORGAN EXCHANGE TRADED F | 61,095 | $3.2B | 18.90% | |
| 230 | DONSPDR DOW JONES INDL AVERAGE | 7,495 | $3.1B | 18.80% | |
| 231 | IBTGISHARES TR | 136,841 | $3.1B | 18.75% | |
| 232 | BBEUJ P MORGAN EXCHANGE TRADED F | 50,113 | $3.1B | 18.51% | |
| 233 | DCORDIMENSIONAL ETF TRUST | 49,770 | $3.1B | 18.24% | |
| 234 | DISDISNEY WALT CO | 30,774 | $3.0B | 18.15% | |
| 235 | DISWalt Disney | 30,774 | $3.0B | 18.15% | |
| 236 | TAT&T INC | 107,251 | $3.0B | 18.12% | |
| 237 | LRGFISHARES TR | 52,270 | $3.0B | 18.07% | |
| 238 | AXPAMERICAN EXPRESS CO | 11,240 | $3.0B | 18.07% | |
| 239 | DEHPDIMENSIONAL ETF TRUST | 119,061 | $3.0B | 17.94% | |
| 240 | APOAPOLLO GLOBAL MGMT INC | 21,879 | $3.0B | 17.90% | |
| 241 | HRLHORMEL FOODS CORP | 96,729 | $3.0B | 17.88% | |
| 242 | DWDMORGAN STANLEY | 25,493 | $3.0B | 17.77% | |
| 243 | XLFSELECT SECTOR SPDR TR | 59,256 | $3.0B | 17.63% | |
| 244 | ORCLORACLE CORP | 21,027 | $2.9B | 17.56% | |
| 245 | DFASDIMENSIONAL ETF TRUST | 48,745 | $2.9B | 17.40% | |
| 246 | PFEPFIZER INC | 114,832 | $2.9B | 17.38% | |
| 247 | PFEPfizer Inc | 114,832 | $2.9B | 17.38% | |
| 248 | GBILGOLDMAN SACHS ETF TR | 29,025 | $2.9B | 17.37% | |
| 249 | XLESELECT SECTOR SPDR TR | 30,870 | $2.9B | 17.24% | |
| 250 | ITWILLINOIS TOOL WKS INC | 11,565 | $2.9B | 17.14% | |
| 251 | VGTVANGUARD WORLD FD | 5,271 | $2.9B | 17.08% | |
| 252 | TMUST-Mobile US Inc | 10,694 | $2.9B | 17.04% | |
| 253 | TMUST-MOBILE US INC | 10,694 | $2.9B | 17.04% | |
| 254 | ADPAUTOMATIC DATA PROCESSING IN | 9,299 | $2.8B | 16.97% | |
| 255 | GBTCGRAYSCALE BITCOIN TRUST ETF | 43,594 | $2.8B | 16.97% | |
| 256 | CARTMAPLEBEAR INC | 70,951 | $2.8B | 16.91% | |
| 257 | VPUVANGUARD WORLD FD | 16,470 | $2.8B | 16.81% | |
| 258 | DUKDUKE ENERGY CORP NEW | 22,761 | $2.8B | 16.59% | |
| 259 | OUSMALPS ETF TR | 64,638 | $2.7B | 16.23% | |
| 260 | JPSTJ P MORGAN EXCHANGE TRADED F | 52,813 | $2.7B | 15.98% | |
| 261 | CEGCONSTELLATION ENERGY CORP | 13,210 | $2.7B | 15.91% | |
| 262 | GSGOLDMAN SACHS GROUP INC | 4,869 | $2.7B | 15.89% | |
| 263 | FISVFranks International | 12,022 | $2.7B | 15.86% | |
| 264 | FISVFISERV INC | 12,022 | $2.7B | 15.86% | |
| 265 | FNDXSchwab Fundamental US Large Company ETF | 111,733 | $2.6B | 15.76% | |
| 266 | FNDXSCHWAB STRATEGIC TR | 111,733 | $2.6B | 15.76% | |
| 267 | AUIDAUTHID INC | 542,693 | $2.6B | 15.73% | |
| 268 | IYWISHARES TR | 18,595 | $2.6B | 15.60% | |
| 269 | IYWiShares Dow Jones | 18,595 | $2.6B | 15.60% | |
| 270 | AMLPALPS ETF TR | 49,866 | $2.6B | 15.47% | |
| 271 | SPYDSPDR SER TR | 58,223 | $2.6B | 15.40% | |
| 272 | AMGNAMGEN INC | 8,228 | $2.6B | 15.31% | |
| 273 | BLKBLACKROCK INC | 2,680 | $2.5B | 15.15% | |
| 274 | XLKSELECT SECTOR SPDR TR | 12,282 | $2.5B | 15.15% | |
| 275 | LRCXLAM RESEARCH CORP | 34,788 | $2.5B | 15.11% | |
| 276 | IAU*iShares Gold Trust | 42,265 | $2.5B | 14.89% | |
| 277 | IAU*ISHARES GOLD TR | 42,265 | $2.5B | 14.89% | |
| 278 | BABOEING CO | 14,589 | $2.5B | 14.87% | |
| 279 | SPYVSPDR SER TR | 48,598 | $2.5B | 14.83% | |
| 280 | NEENEXTERA ENERGY INC | 34,383 | $2.4B | 14.56% | |
| 281 | NYFISHARES TR | 46,219 | $2.4B | 14.54% | |
| 282 | RTXRTX CORPORATION | 18,359 | $2.4B | 14.53% | |
| 283 | CMCSACOMCAST CORP NEW | 64,899 | $2.4B | 14.31% | |
| 284 | SCHZSCHWAB STRATEGIC TR | 103,235 | $2.4B | 14.28% | |
| 285 | EFGISHARES TR | 23,874 | $2.4B | 14.26% | |
| 286 | CLCOLGATE PALMOLIVE CO | 25,238 | $2.4B | 14.13% | |
| 287 | SCHGSchwab US Large Cap | 93,816 | $2.3B | 14.03% | |
| 288 | SCHGSCHWAB STRATEGIC TR | 93,816 | $2.3B | 14.03% | |
| 289 | PANWPALO ALTO NETWORKS INC | 13,680 | $2.3B | 13.95% | |
| 290 | WDIVSPDR INDEX SHS FDS | 35,593 | $2.3B | 13.85% | |
| 291 | FICOFAIR ISAAC CORP | 1,225 | $2.3B | 13.50% | |
| 292 | IQLTISHARES TR | 56,869 | $2.3B | 13.49% | |
| 293 | JQUAJ P MORGAN EXCHANGE TRADED F | 39,849 | $2.3B | 13.44% | |
| 294 | IWSiShares Russell Midcap Value | 17,736 | $2.2B | 13.35% | |
| 295 | IWSISHARES TR | 17,736 | $2.2B | 13.35% | |
| 296 | CRMSALESFORCE INC | 8,324 | $2.2B | 13.35% | |
| 297 | CBNKCAPITAL BANCORP INC MD | 78,281 | $2.2B | 13.25% | |
| 298 | DFSIDIMENSIONAL ETF TRUST | 62,926 | $2.2B | 13.12% | |
| 299 | UBERUBER TECHNOLOGIES INC | 29,946 | $2.2B | 13.04% | |
| 300 | OKEONEOK INC NEW | 21,752 | $2.2B | 12.89% |