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 |
|---|---|---|---|---|---|
| 501 | LAMRLAMAR ADVERTISING CO NEW | 7,331 | $834.1M | 4.98% | |
| 502 | IEIISHARES TR | 7,046 | $832.4M | 4.97% | |
| 503 | ISRGINTUITIVE SURGICAL INC | 1,671 | $827.6M | 4.94% | |
| 504 | TTTRANE TECHNOLOGIES PLC | 2,444 | $823.5M | 4.92% | |
| 505 | CRWDCROWDSTRIKE HLDGS INC | 2,334 | $822.9M | 4.92% | |
| 506 | COPCONOCOPHILLIPS | 7,750 | $813.9M | 4.86% | |
| 507 | DOWDOW INC | 23,182 | $809.5M | 4.84% | |
| 508 | KMBKIMBERLY-CLARK CORP | 5,588 | $794.8M | 4.75% | |
| 509 | METMETLIFE INC | 9,790 | $786.0M | 4.70% | |
| 510 | ELLAUDER ESTEE COS INC | 11,887 | $784.5M | 4.69% | |
| 511 | IPINTERNATIONAL PAPER CO | 14,586 | $778.1M | 4.65% | |
| 512 | ALSALLSTATE CORP | 3,752 | $776.9M | 4.64% | |
| 513 | ACWXISHARES TR | 13,900 | $770.8M | 4.60% | |
| 514 | FQIDIGITAL RLTY TR INC | 5,375 | $770.2M | 4.60% | |
| 515 | FCXFREEPORT-MCMORAN INC | 20,308 | $768.8M | 4.59% | |
| 516 | WPCWP CAREY INC | 12,067 | $761.5M | 4.55% | |
| 517 | PHPARKER-HANNIFIN CORP | 1,248 | $758.8M | 4.53% | |
| 518 | EWEDWARDS LIFESCIENCES CORP | 10,379 | $752.3M | 4.49% | |
| 519 | XLRESELECT SECTOR SPDR TR | 17,737 | $742.3M | 4.43% | |
| 520 | DDOMINION ENERGY INC | 13,030 | $730.6M | 4.36% | |
| 521 | ESGVVanguard ESG US Stock ETF | 7,416 | $726.4M | 4.34% | |
| 522 | ESGVVANGUARD WORLD FD | 7,416 | $726.4M | 4.34% | |
| 523 | SPHDINVESCO EXCH TRADED FD TR II | 14,198 | $713.2M | 4.26% | |
| 524 | SHOPSHOPIFY INC | 7,463 | $712.6M | 4.26% | |
| 525 | XLFISELECT SECTOR SPDR TR | 8,723 | $712.4M | 4.26% | |
| 526 | ULUNILEVER PLC | 11,943 | $711.2M | 4.25% | |
| 527 | PFFISHARES TR | 23,034 | $707.8M | 4.23% | |
| 528 | XNEAXNuveen Amt Free Qlty | 62,444 | $699.4M | 4.18% | |
| 529 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 62,444 | $699.4M | 4.18% | |
| 530 | ROKRockwell Automation Inc | 2,703 | $698.4M | 4.17% | |
| 531 | ROKROCKWELL AUTOMATION INC | 2,703 | $698.4M | 4.17% | |
| 532 | BBJPJ P MORGAN EXCHANGE TRADED F | 12,408 | $696.5M | 4.16% | |
| 533 | CYBRCYBERARK SOFTWARE LTD | 2,054 | $694.3M | 4.15% | |
| 534 | MDTMEDTRONIC PLC | 7,612 | $684.0M | 4.09% | |
| 535 | MLB1MERCADOLIBRE INC | 350 | $682.8M | 4.08% | |
| 536 | TFXTELEFLEX INCORPORATED | 4,923 | $680.3M | 4.06% | |
| 537 | YUMYUM BRANDS INC | 4,315 | $679.0M | 4.06% | |
| 538 | AMTAMERICAN TOWER CORP NEW | 3,046 | $662.7M | 3.96% | |
| 539 | CPRTCOPART INC | 11,596 | $656.3M | 3.92% | |
| 540 | SHMSPDR SER TR | 13,617 | $648.2M | 3.87% | |
| 541 | SLYVSPDR SER TR | 8,260 | $647.6M | 3.87% | |
| 542 | ICFISHARES TR | 10,500 | $646.1M | 3.86% | |
| 543 | ICFIshares Tr Cohen & Steer | 10,500 | $646.1M | 3.86% | |
| 544 | WTRGESSENTIAL UTILS INC | 16,322 | $645.2M | 3.85% | |
| 545 | LNTALLIANT ENERGY CORP | 9,993 | $643.0M | 3.84% | |
| 546 | PHBINVESCO EXCH TRADED FD TR II | 35,498 | $641.1M | 3.83% | |
| 547 | KRKROGER CO | 9,428 | $638.2M | 3.81% | |
| 548 | ITMMarket Vectors Intermediate Muni ETF | 14,001 | $637.2M | 3.81% | |
| 549 | BSXBOSTON SCIENTIFIC CORP | 6,207 | $626.2M | 3.74% | |
| 550 | IVOOVANGUARD ADMIRAL FDS INC | 6,263 | $618.1M | 3.69% | |
| 551 | PGXINVESCO EXCH TRADED FD TR II | 55,074 | $617.9M | 3.69% | |
| 552 | SLYGSPDR SER TR | 7,444 | $617.8M | 3.69% | |
| 553 | IBDSISHARES TR | 25,491 | $616.4M | 3.68% | |
| 554 | BXSLBLACKSTONE SECD LENDING FD | 18,882 | $611.0M | 3.65% | |
| 555 | ROPRoper Industries Inc | 1,025 | $604.3M | 3.61% | |
| 556 | ROPROPER TECHNOLOGIES INC | 1,025 | $604.3M | 3.61% | |
| 557 | MIGAMICROSTRATEGY INC | 2,072 | $597.2M | 3.57% | |
| 558 | VDEVANGUARD WORLD FD | 4,601 | $596.7M | 3.57% | |
| 559 | CMGCHIPOTLE MEXICAN GRILL INC | 11,855 | $595.3M | 3.56% | |
| 560 | —Chestnut Str Exchang Fd Sh Partnership N | 538 | $595.2M | 3.56% | |
| 561 | BMOBANK MONTREAL QUE | 6,230 | $595.1M | 3.56% | |
| 562 | SYYSYSCO CORP | 7,916 | $594.0M | 3.55% | |
| 563 | URTHISHARES INC | 3,866 | $592.2M | 3.54% | |
| 564 | ETRENTERGY CORP NEW | 6,888 | $588.9M | 3.52% | |
| 565 | UGIUGI CORP NEW | 17,574 | $581.2M | 3.47% | |
| 566 | LPXLOUISIANA PAC CORP | 6,292 | $578.7M | 3.46% | |
| 567 | MLPXGLOBAL X FDS | 9,055 | $577.8M | 3.45% | |
| 568 | VIOOVANGUARD ADMIRAL FDS INC | 5,956 | $574.8M | 3.43% | |
| 569 | DGXQUEST DIAGNOSTICS INC | 3,382 | $572.2M | 3.42% | |
| 570 | BNBROOKFIELD CORP | 10,901 | $571.3M | 3.41% | |
| 571 | NADNUVEEN QUALITY MUNCP INCOME | 49,552 | $570.8M | 3.41% | |
| 572 | EIGEMPLOYERS HLDGS INC | 11,242 | $569.3M | 3.40% | |
| 573 | WELLWELLTOWER INC | 3,678 | $563.5M | 3.37% | |
| 574 | GWXSPDR S&P Intl Small Cap ETF | 17,543 | $560.7M | 3.35% | |
| 575 | MSCIMSCI INC | 985 | $556.8M | 3.33% | |
| 576 | FNDFSCHWAB STRATEGIC TR | 15,212 | $549.8M | 3.28% | |
| 577 | FNDFSchwab Fundamental Int'l Lg Co ETF | 15,212 | $549.8M | 3.28% | |
| 578 | CITHE CIGNA GROUP | 1,668 | $548.8M | 3.28% | |
| 579 | WRBBERKLEY W R CORP | 7,580 | $539.4M | 3.22% | |
| 580 | DFSVDIMENSIONAL ETF TRUST | 19,047 | $536.2M | 3.20% | |
| 581 | DOCUDOCUSIGN INC | 6,579 | $535.5M | 3.20% | |
| 582 | CALMCAL MAINE FOODS INC | 5,849 | $531.7M | 3.18% | |
| 583 | MLMMARTIN MARIETTA MATLS INC | 1,107 | $529.1M | 3.16% | |
| 584 | CMICUMMINS INC | 1,679 | $526.3M | 3.14% | |
| 585 | ATROASTRONICS CORP | 21,742 | $525.5M | 3.14% | |
| 586 | PCYINVESCO EXCH TRADED FD TR II | 25,849 | $521.4M | 3.11% | |
| 587 | GEHCGE HEALTHCARE TECHNOLOGIES I | 6,457 | $521.2M | 3.11% | |
| 588 | 7HPHP INC | 18,733 | $518.9M | 3.10% | |
| 589 | MTBM & T BK CORP | 2,888 | $516.3M | 3.08% | |
| 590 | MKLMARKEL GROUP INC | 276 | $516.0M | 3.08% | |
| 591 | CXCEMEX SAB DE CV | 91,799 | $515.0M | 3.08% | |
| 592 | IIMINVESCO VALUE MUN INCOME TR | 43,000 | $514.7M | 3.08% | |
| 593 | FHLCFIDELITY COVINGTON TRUST | 7,528 | $514.3M | 3.07% | |
| 594 | MFCMANULIFE FINL CORP | 16,499 | $514.0M | 3.07% | |
| 595 | SHVISHARES TR | 4,627 | $511.1M | 3.05% | |
| 596 | AKXANSYS INC | 1,582 | $500.8M | 2.99% | |
| 597 | IYHISHARES TR | 8,160 | $496.8M | 2.97% | |
| 598 | SDIVGLOBAL X FDS | 23,558 | $494.0M | 2.95% | |
| 599 | APDAIR PRODS & CHEMS INC | 1,670 | $492.5M | 2.94% | |
| 600 | FBTCFIDELITY WISE ORIGIN BITCOIN | 6,817 | $490.6M | 2.93% |