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 |
|---|---|---|---|---|---|
| 301 | FASTFASTENAL CO | 27,575 | $2.1B | 12.78% | |
| 302 | EEMISHARES TR | 48,867 | $2.1B | 12.76% | |
| 303 | EEMiShares MSCI Emerging Markets | 48,867 | $2.1B | 12.76% | |
| 304 | SYKSTRYKER CORPORATION | 5,626 | $2.1B | 12.51% | |
| 305 | IBTHISHARES TR | 92,956 | $2.1B | 12.45% | |
| 306 | SOSOUTHERN CO | 22,653 | $2.1B | 12.44% | |
| 307 | DGROISHARES TR | 33,246 | $2.1B | 12.27% | |
| 308 | JSMDJANUS DETROIT STR TR | 29,144 | $2.0B | 12.19% | |
| 309 | VGKVanguard FTSE Europe ETF | 28,815 | $2.0B | 12.09% | |
| 310 | VGKVANGUARD INTL EQUITY INDEX F | 28,815 | $2.0B | 12.09% | |
| 311 | IJKiShares S&P 400 Growth | 24,257 | $2.0B | 12.07% | |
| 312 | IJKISHARES TR | 24,257 | $2.0B | 12.07% | |
| 313 | ETNEATON CORP PLC | 7,358 | $2.0B | 11.95% | |
| 314 | PXFINVESCO EXCH TRADED FD TR II | 38,439 | $2.0B | 11.94% | |
| 315 | MGKVANGUARD WORLD FD | 6,412 | $2.0B | 11.83% | |
| 316 | MGKVanguard World Mega Cap Growth ETF | 6,412 | $2.0B | 11.83% | |
| 317 | DONWISDOMTREE TR | 39,736 | $2.0B | 11.76% | |
| 318 | UTGREAVES UTIL INCOME FD | 59,538 | $1.9B | 11.57% | |
| 319 | PAYXPAYCHEX INC | 12,555 | $1.9B | 11.57% | |
| 320 | RDIVINVESCO EXCH TRADED FD TR II | 38,796 | $1.9B | 11.32% | |
| 321 | GBTGGLOBAL BUSINESS TRAVEL GROUP | 258,588 | $1.9B | 11.22% | |
| 322 | LOWLowes Companies Inc | 8,040 | $1.9B | 11.20% | |
| 323 | LOWLOWES COS INC | 8,040 | $1.9B | 11.20% | |
| 324 | ABNBAIRBNB INC | 15,642 | $1.9B | 11.16% | |
| 325 | CITCINTAS CORP | 8,984 | $1.8B | 11.03% | |
| 326 | MMSMAXIMUS INC | 27,033 | $1.8B | 11.01% | |
| 327 | QCOMQUALCOMM INC | 11,870 | $1.8B | 10.89% | |
| 328 | WMBWILLIAMS COS INC | 30,294 | $1.8B | 10.82% | |
| 329 | BMYBristol-Myers Squibb Co | 29,572 | $1.8B | 10.78% | |
| 330 | BMYBRISTOL-MYERS SQUIBB CO | 29,572 | $1.8B | 10.78% | |
| 331 | RPMRPM INTL INC | 15,578 | $1.8B | 10.77% | |
| 332 | NOWSERVICENOW INC | 2,260 | $1.8B | 10.75% | |
| 333 | NVONOVO-NORDISK A S | 25,884 | $1.8B | 10.74% | |
| 334 | GDXVANECK ETF TRUST | 38,218 | $1.8B | 10.50% | |
| 335 | SHYDVANECK ETF TRUST | 77,746 | $1.7B | 10.45% | |
| 336 | OEFiShares S&P 100 Index | 6,428 | $1.7B | 10.40% | |
| 337 | OEFISHARES TR | 6,428 | $1.7B | 10.40% | |
| 338 | BDXBECTON DICKINSON & CO | 7,527 | $1.7B | 10.30% | |
| 339 | CATCATERPILLAR INC | 5,200 | $1.7B | 10.25% | |
| 340 | IDXXIDEXX LABS INC | 4,058 | $1.7B | 10.18% | |
| 341 | PGRPROGRESSIVE CORP | 6,019 | $1.7B | 10.18% | |
| 342 | LMTLockheed Martin Corp | 3,781 | $1.7B | 10.09% | |
| 343 | LMTLOCKHEED MARTIN CORP | 3,781 | $1.7B | 10.09% | |
| 344 | AEPAMERICAN ELEC PWR CO INC | 15,411 | $1.7B | 10.06% | |
| 345 | MKC/VMCCORMICK & CO INC | 20,331 | $1.7B | 9.97% | |
| 346 | CMFISHARES TR | 29,619 | $1.7B | 9.96% | |
| 347 | CMFiShares Calif Amt Free | 29,619 | $1.7B | 9.96% | |
| 348 | EFVISHARES TR | 28,218 | $1.7B | 9.94% | |
| 349 | EFViShares MSCI EAFE Value ETF | 28,218 | $1.7B | 9.94% | |
| 350 | USBUS Bancorp | 38,958 | $1.6B | 9.83% | |
| 351 | USBUS BANCORP DEL | 38,958 | $1.6B | 9.83% | |
| 352 | ISTBISHARES TR | 33,941 | $1.6B | 9.80% | |
| 353 | FNDBSCHWAB STRATEGIC TR | 70,740 | $1.6B | 9.72% | |
| 354 | MMM3M CO | 11,059 | $1.6B | 9.70% | |
| 355 | GEVGE VERNOVA INC | 5,311 | $1.6B | 9.69% | |
| 356 | VSECVSE CORP | 13,490 | $1.6B | 9.67% | |
| 357 | MDYVSPDR SER TR | 20,543 | $1.6B | 9.46% | |
| 358 | WMWASTE MGMT INC DEL | 6,836 | $1.6B | 9.46% | |
| 359 | VONVVANGUARD SCOTTSDALE FDS | 18,964 | $1.6B | 9.35% | |
| 360 | VLOVALERO ENERGY CORP | 11,838 | $1.6B | 9.34% | |
| 361 | SHYiShares 1-3 Year Treasury Bond ETF | 18,820 | $1.6B | 9.30% | |
| 362 | SHYISHARES TR | 18,820 | $1.6B | 9.30% | |
| 363 | INFLLISTED FD TR | 37,974 | $1.5B | 9.22% | |
| 364 | LINLINDE PLC | 3,304 | $1.5B | 9.19% | |
| 365 | DOVDOVER CORP | 8,700 | $1.5B | 9.13% | |
| 366 | DFSEURDISCOVER FINL SVCS | 8,942 | $1.5B | 9.12% | |
| 367 | DFCFDIMENSIONAL ETF TRUST | 36,021 | $1.5B | 9.05% | |
| 368 | VONGVANGUARD SCOTTSDALE FDS | 16,298 | $1.5B | 9.03% | |
| 369 | SOXXISHARES TR | 7,971 | $1.5B | 8.96% | |
| 370 | ADBEADOBE INC | 3,879 | $1.5B | 8.89% | |
| 371 | ECLECOLAB INC | 5,847 | $1.5B | 8.86% | |
| 372 | EMREMERSON ELEC CO | 13,423 | $1.5B | 8.79% | |
| 373 | BNDXVANGUARD CHARLOTTE FDS | 29,903 | $1.5B | 8.72% | |
| 374 | ATOATMOS ENERGY CORP | 9,413 | $1.5B | 8.69% | |
| 375 | EPDENTERPRISE PRODS PARTNERS L | 42,191 | $1.4B | 8.61% | |
| 376 | EPDEnterprise Products Partners | 42,191 | $1.4B | 8.61% | |
| 377 | EFAVISHARES TR | 18,445 | $1.4B | 8.59% | |
| 378 | IJSISHARES TR | 14,548 | $1.4B | 8.47% | |
| 379 | IBBISHARES TR | 11,026 | $1.4B | 8.43% | |
| 380 | DVYEISHARES INC | 51,658 | $1.4B | 8.42% | |
| 381 | SNOWSNOWFLAKE INC | 9,613 | $1.4B | 8.39% | |
| 382 | VONEVANGUARD SCOTTSDALE FDS | 5,430 | $1.4B | 8.24% | |
| 383 | PTYPIMCO CORPORATE & INCOME OPP | 95,223 | $1.4B | 8.23% | |
| 384 | TILTFlexShares Morningstar U.S. Market Factors Tilt ETF | 6,592 | $1.4B | 8.10% | |
| 385 | SCHOSCHWAB STRATEGIC TR | 55,473 | $1.4B | 8.07% | |
| 386 | PEOEXELON CORP | 29,005 | $1.3B | 7.99% | |
| 387 | INTCIntel Corp | 58,641 | $1.3B | 7.96% | |
| 388 | INTCINTEL CORP | 58,641 | $1.3B | 7.96% | |
| 389 | AIQGLOBAL X FDS | 36,528 | $1.3B | 7.94% | |
| 390 | FFORD MTR CO | 132,391 | $1.3B | 7.93% | |
| 391 | FFord Motor Co | 132,391 | $1.3B | 7.93% | |
| 392 | EVRGEVERGY INC | 19,178 | $1.3B | 7.90% | |
| 393 | AJGGALLAGHER ARTHUR J & CO | 3,787 | $1.3B | 7.81% | |
| 394 | AJGArthur J Gallagher & Co | 3,787 | $1.3B | 7.81% | |
| 395 | IJTISHARES TR | 10,427 | $1.3B | 7.76% | |
| 396 | MECMAYVILLE ENGR CO INC | 95,415 | $1.3B | 7.66% | |
| 397 | TXNTEXAS INSTRS INC | 7,106 | $1.3B | 7.63% | |
| 398 | INTUINTUIT | 2,065 | $1.3B | 7.57% | |
| 399 | PSXPhillips Inc | 10,263 | $1.3B | 7.57% | |
| 400 | PSXPHILLIPS 66 | 10,263 | $1.3B | 7.57% |