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 |
|---|---|---|---|---|---|
| 401 | TFCTRUIST FINL CORP | 30,633 | $1.3B | 7.53% | |
| 402 | BKBANK NEW YORK MELLON CORP | 14,850 | $1.2B | 7.44% | |
| 403 | COFCAPITAL ONE FINL CORP | 6,933 | $1.2B | 7.43% | |
| 404 | EDCONSOLIDATED EDISON INC | 11,188 | $1.2B | 7.39% | |
| 405 | EDConsolidated Edison Inc | 11,188 | $1.2B | 7.39% | |
| 406 | SHELSHELL PLC | 16,718 | $1.2B | 7.32% | |
| 407 | AMATAPPLIED MATLS INC | 8,412 | $1.2B | 7.29% | |
| 408 | AFLAFLAC INC | 10,848 | $1.2B | 7.21% | |
| 409 | CHDCHURCH & DWIGHT CO INC | 10,816 | $1.2B | 7.11% | |
| 410 | SPSBSPDR SER TR | 39,444 | $1.2B | 7.09% | |
| 411 | SCHVSCHWAB STRATEGIC TR | 44,601 | $1.2B | 7.08% | |
| 412 | BOTZGLOBAL X FDS | 41,219 | $1.2B | 7.01% | |
| 413 | XLYSELECT SECTOR SPDR TR | 5,937 | $1.2B | 7.00% | |
| 414 | SUSLiShares ESG MSCI USA Leaders ETF | 12,004 | $1.2B | 6.87% | |
| 415 | NSCNorfolk Southern Corp | 4,808 | $1.1B | 6.80% | |
| 416 | NSCNORFOLK SOUTHN CORP | 4,808 | $1.1B | 6.80% | |
| 417 | CBCHUBB LIMITED | 3,756 | $1.1B | 6.78% | |
| 418 | DYHTARGET CORP | 10,825 | $1.1B | 6.75% | |
| 419 | FDXFEDEX CORP | 4,621 | $1.1B | 6.73% | |
| 420 | VHTVANGUARD WORLD FD | 4,246 | $1.1B | 6.72% | |
| 421 | URIUNITED RENTALS INC | 1,792 | $1.1B | 6.71% | |
| 422 | CVSCVS HEALTH CORP | 16,550 | $1.1B | 6.70% | |
| 423 | WECWEC ENERGY GROUP INC | 10,268 | $1.1B | 6.69% | |
| 424 | PNCPNC FINL SVCS GROUP INC | 6,343 | $1.1B | 6.66% | |
| 425 | JCPBJ P MORGAN EXCHANGE TRADED F | 23,545 | $1.1B | 6.62% | |
| 426 | VOOVVANGUARD ADMIRAL FDS INC | 5,971 | $1.1B | 6.57% | |
| 427 | VOOVVanguard S&P 500 Value ETF | 5,971 | $1.1B | 6.57% | |
| 428 | DFSUDIMENSIONAL ETF TRUST | 30,618 | $1.1B | 6.55% | |
| 429 | NKENIKE INC | 17,154 | $1.1B | 6.51% | |
| 430 | NKENike Inc | 17,154 | $1.1B | 6.51% | |
| 431 | HSICHENRY SCHEIN INC | 15,858 | $1.1B | 6.49% | |
| 432 | BOXXEA SERIES TRUST | 9,726 | $1.1B | 6.48% | |
| 433 | ZTSZOETIS INC | 6,583 | $1.1B | 6.48% | |
| 434 | TROWPRICE T ROWE GROUP INC | 11,725 | $1.1B | 6.44% | |
| 435 | TPLTEXAS PACIFIC LAND CORPORATI | 806 | $1.1B | 6.38% | |
| 436 | IYRISHARES TR | 11,135 | $1.1B | 6.37% | |
| 437 | IYRiShares Dow Jones US Real Estate | 11,135 | $1.1B | 6.37% | |
| 438 | ANETARISTA NETWORKS INC | 13,640 | $1.1B | 6.31% | |
| 439 | HSYHershey Foods Corp | 6,166 | $1.1B | 6.30% | |
| 440 | HSYHERSHEY CO | 6,166 | $1.1B | 6.30% | |
| 441 | IEVISHARES TR | 18,024 | $1.0B | 6.27% | |
| 442 | OREALTY INCOME CORP | 18,040 | $1.0B | 6.25% | |
| 443 | ORealty Income Corp | 18,040 | $1.0B | 6.25% | |
| 444 | A4SAMERIPRISE FINL INC | 2,153 | $1.0B | 6.23% | |
| 445 | TRVCCITIGROUP INC | 14,507 | $1.0B | 6.15% | |
| 446 | MDYGSPDR SER TR | 12,935 | $1.0B | 6.14% | |
| 447 | IUSVISHARES TR | 11,054 | $1.0B | 6.09% | |
| 448 | IUSViShares Trust - iShares Core U.S. Value ETF | 11,054 | $1.0B | 6.09% | |
| 449 | ACGLARCH CAP GROUP LTD | 10,599 | $1.0B | 6.09% | |
| 450 | ACWVISHARES INC | 8,746 | $1.0B | 6.08% | |
| 451 | MDLZMONDELEZ INTL INC | 14,916 | $1.0B | 6.05% | |
| 452 | MUMICRON TECHNOLOGY INC | 11,546 | $1.0B | 5.99% | |
| 453 | PDBCINVESCO ACTVELY MNGD ETC FD | 72,119 | $983.0M | 5.87% | |
| 454 | DHRDANAHER CORPORATION | 4,787 | $981.3M | 5.86% | |
| 455 | AMDADVANCED MICRO DEVICES INC | 9,527 | $978.8M | 5.85% | |
| 456 | ORLYOREILLY AUTOMOTIVE INC | 683 | $978.5M | 5.85% | |
| 457 | LYBLYONDELLBASELL INDUSTRIES N | 13,625 | $959.2M | 5.73% | |
| 458 | DBEFDBX ETF TR | 22,128 | $958.1M | 5.72% | |
| 459 | IGVISHARES TR | 10,695 | $951.8M | 5.69% | |
| 460 | RLRALPH LAUREN CORP | 4,309 | $951.2M | 5.68% | |
| 461 | RLRalph Lauren Corp | 4,309 | $951.2M | 5.68% | |
| 462 | TRVTRAVELERS COMPANIES INC | 3,579 | $946.5M | 5.65% | |
| 463 | NFGNATIONAL FUEL GAS CO | 11,929 | $944.7M | 5.64% | |
| 464 | RJFRAYMOND JAMES FINL INC | 6,769 | $940.2M | 5.62% | |
| 465 | LQDISHARES TR | 8,501 | $924.0M | 5.52% | |
| 466 | UYLDANGEL OAK FUNDS TRUST | 17,983 | $918.8M | 5.49% | |
| 467 | MPCMARATHON PETE CORP | 6,273 | $913.9M | 5.46% | |
| 468 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,484 | $910.3M | 5.44% | |
| 469 | AZOAUTOZONE INC | 237 | $903.6M | 5.40% | |
| 470 | SPLVINVESCO EXCH TRADED FD TR II | 12,012 | $897.6M | 5.36% | |
| 471 | CSXCSX CORP | 30,420 | $895.3M | 5.35% | |
| 472 | CSXCSX Corp | 30,420 | $895.3M | 5.35% | |
| 473 | GISGENERAL MLS INC | 14,939 | $893.2M | 5.34% | |
| 474 | EZBCFRANKLIN TEMPLETON DIGITAL H | 18,688 | $892.5M | 5.33% | |
| 475 | DEODIAGEO PLC | 8,398 | $880.0M | 5.26% | |
| 476 | DFARDIMENSIONAL ETF TRUST | 36,908 | $877.3M | 5.24% | |
| 477 | LHLABCORP HOLDINGS INC | 3,757 | $874.4M | 5.22% | |
| 478 | SUSAISHARES TR | 7,606 | $873.7M | 5.22% | |
| 479 | PYPLPAYPAL HLDGS INC | 13,315 | $868.8M | 5.19% | |
| 480 | NMZNuveen Muni High Income | 79,500 | $867.3M | 5.18% | |
| 481 | ZBHZIMMER BIOMET HOLDINGS INC | 7,645 | $865.3M | 5.17% | |
| 482 | FLTRVANECK ETF TRUST | 33,850 | $864.9M | 5.17% | |
| 483 | IGMISHARES TR | 9,538 | $864.8M | 5.17% | |
| 484 | MRSHMARSH & MCLENNAN COS INC | 3,538 | $863.5M | 5.16% | |
| 485 | XLUSELECT SECTOR SPDR TR | 10,927 | $861.6M | 5.15% | |
| 486 | XLISELECT SECTOR SPDR TR | 6,571 | $861.3M | 5.15% | |
| 487 | ITA*ISHARES TR | 5,601 | $857.4M | 5.12% | |
| 488 | BKNGBOOKING HOLDINGS INC | 186 | $856.9M | 5.12% | |
| 489 | BCCCGLOBAL X FDS | 22,658 | $854.9M | 5.11% | |
| 490 | DTEDTE ENERGY CO | 6,171 | $853.3M | 5.10% | |
| 491 | USMVISHARES TR | 9,100 | $852.3M | 5.09% | |
| 492 | ADIANALOG DEVICES INC | 4,218 | $850.6M | 5.08% | |
| 493 | DFSDDIMENSIONAL ETF TRUST | 17,832 | $847.4M | 5.06% | |
| 494 | MCKMCKESSON CORP | 1,254 | $844.0M | 5.04% | |
| 495 | DEDEERE & CO | 1,797 | $843.6M | 5.04% | |
| 496 | IUSGISHARES TR | 6,639 | $843.6M | 5.04% | |
| 497 | VTHRVANGUARD SCOTTSDALE FDS | 3,417 | $843.3M | 5.04% | |
| 498 | CPRXCATALYST PHARMACEUTICALS INC | 34,434 | $835.0M | 4.99% | |
| 499 | SMCISUPER MICRO COMPUTER INC | 24,372 | $834.5M | 4.99% | |
| 500 | GPCGENUINE PARTS CO | 7,003 | $834.3M | 4.98% |