Wealthspire Advisors, LLC Q2 2022 Filing
Filed August 9, 2022
Portfolio Value
$4.8T
Holdings
497
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (497 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ABTABBOTT LABS | 36,321 | $3.9B | 0.08% | |
| 102 | EIMEATON VANCE MUN BD FD | 360,099 | $3.9B | 0.08% | |
| 103 | JPMJPMORGAN CHASE & CO | 33,928 | $3.8B | 0.08% | |
| 104 | SCHZSCHWAB STRATEGIC TR | 79,355 | $3.8B | 0.08% | |
| 105 | CPKCHESAPEAKE UTILS CORP | 29,156 | $3.8B | 0.08% | |
| 106 | IVEISHARES TR | 26,066 | $3.6B | 0.07% | |
| 107 | SHMSPDR SER TR | 75,251 | $3.6B | 0.07% | |
| 108 | LQDISHARES TR | 31,987 | $3.5B | 0.07% | |
| 109 | BXBLACKSTONE INC | 37,679 | $3.4B | 0.07% | |
| 110 | VBRVANGUARD INDEX FDS | 22,478 | $3.4B | 0.07% | |
| 111 | BACBK OF AMERICA CORP | 107,456 | $3.3B | 0.07% | |
| 112 | REETISHARES TR | 138,335 | $3.3B | 0.07% | |
| 113 | METAMETA PLATFORMS INC | 20,515 | $3.3B | 0.07% | |
| 114 | ISTBISHARES TR | 68,192 | $3.2B | 0.07% | |
| 115 | SUBISHARES TR | 29,580 | $3.1B | 0.06% | |
| 116 | VVISA INC | 14,763 | $2.9B | 0.06% | |
| 117 | COSTCOSTCO WHSL CORP NEW | 6,056 | $2.9B | 0.06% | |
| 118 | MAMASTERCARD INCORPORATED | 9,006 | $2.8B | 0.06% | |
| 119 | MCDMCDONALDS CORP | 11,355 | $2.8B | 0.06% | |
| 120 | VPUVANGUARD WORLD FDS | 17,627 | $2.7B | 0.06% | |
| 121 | SPYDSPDR SER TR | 66,673 | $2.7B | 0.06% | |
| 122 | WMTWALMART INC | 21,820 | $2.7B | 0.06% | |
| 123 | GEGENERAL ELECTRIC CO | 41,612 | $2.6B | 0.06% | |
| 124 | QQLVINVESCO EXCH TRD SLF IDX FD | 114,555 | $2.6B | 0.05% | |
| 125 | SYKSTRYKER CORPORATION | 13,054 | $2.6B | 0.05% | |
| 126 | NEENEXTERA ENERGY INC | 32,541 | $2.5B | 0.05% | |
| 127 | KOMPSPDR SER TR | 61,525 | $2.5B | 0.05% | |
| 128 | 4I1PHILIP MORRIS INTL INC | 24,558 | $2.4B | 0.05% | |
| 129 | FNDXSCHWAB STRATEGIC TR | 47,483 | $2.4B | 0.05% | |
| 130 | DSIISHARES TR | 33,489 | $2.4B | 0.05% | |
| 131 | INFLLISTED FD TR | 82,434 | $2.4B | 0.05% | |
| 132 | BABOEING CO | 17,063 | $2.3B | 0.05% | |
| 133 | BBEUJ P MORGAN EXCHANGE TRADED F | 49,628 | $2.3B | 0.05% | |
| 134 | DISDISNEY WALT CO | 23,861 | $2.3B | 0.05% | |
| 135 | INTCINTEL CORP | 59,824 | $2.2B | 0.05% | |
| 136 | SCHMSCHWAB STRATEGIC TR | 35,077 | $2.2B | 0.05% | |
| 137 | WDIVSPDR INDEX SHS FDS | 35,000 | $2.2B | 0.05% | |
| 138 | DGROISHARES TR | 45,137 | $2.1B | 0.04% | |
| 139 | ITOTISHARES TR | 25,614 | $2.1B | 0.04% | |
| 140 | ETENERGY TRANSFER L P | 212,038 | $2.1B | 0.04% | |
| 141 | CSCOCISCO SYS INC | 49,532 | $2.1B | 0.04% | |
| 142 | IBMINTERNATIONAL BUSINESS MACHS | 14,895 | $2.1B | 0.04% | |
| 143 | VOEVANGUARD INDEX FDS | 16,094 | $2.1B | 0.04% | |
| 144 | SPSBSPDR SER TR | 69,799 | $2.1B | 0.04% | |
| 145 | BSJM1EURINVESCO EXCH TRD SLF IDX FD | 93,944 | $2.1B | 0.04% | |
| 146 | MMM3M CO | 15,986 | $2.1B | 0.04% | |
| 147 | NOCNORTHROP GRUMMAN CORP | 4,266 | $2.0B | 0.04% | |
| 148 | OUSMALPS ETF TR | 64,000 | $2.0B | 0.04% | |
| 149 | SCHWSCHWAB CHARLES CORP | 31,413 | $2.0B | 0.04% | |
| 150 | DONSPDR DOW JONES INDL AVERAGE | 6,445 | $2.0B | 0.04% | |
| 151 | BDXBECTON DICKINSON & CO | 7,973 | $2.0B | 0.04% | |
| 152 | WEPMAGELLAN MIDSTREAM PRTNRS LP | 39,644 | $1.9B | 0.04% | |
| 153 | PBWINVESCO EXCHANGE TRADED FD T | 40,539 | $1.9B | 0.04% | |
| 154 | BMYBRISTOL-MYERS SQUIBB CO | 22,737 | $1.8B | 0.04% | |
| 155 | FFORD MTR CO DEL | 150,885 | $1.7B | 0.04% | |
| 156 | AUBATLANTIC UN BANKSHARES CORP | 48,023 | $1.6B | 0.03% | |
| 157 | PAYXPAYCHEX INC | 14,268 | $1.6B | 0.03% | |
| 158 | SOSOUTHERN CO | 22,775 | $1.6B | 0.03% | |
| 159 | AMLPALPS ETF TR | 46,750 | $1.6B | 0.03% | |
| 160 | IBBISHARES TR | 13,553 | $1.6B | 0.03% | |
| 161 | XLVSELECT SECTOR SPDR TR | 12,428 | $1.6B | 0.03% | |
| 162 | UTGREAVES UTIL INCOME FD | 51,267 | $1.6B | 0.03% | |
| 163 | RDIVINVESCO EXCH TRADED FD TR II | 38,000 | $1.6B | 0.03% | |
| 164 | TAT&T INC | 74,612 | $1.6B | 0.03% | |
| 165 | EPDENTERPRISE PRODS PARTNERS L | 62,380 | $1.5B | 0.03% | |
| 166 | RSPINVESCO EXCHANGE TRADED FD T | 11,262 | $1.5B | 0.03% | |
| 167 | DONWISDOMTREE TR | 38,600 | $1.5B | 0.03% | |
| 168 | ATOATMOS ENERGY CORP | 13,047 | $1.5B | 0.03% | |
| 169 | DEODIAGEO PLC | 8,330 | $1.4B | 0.03% | |
| 170 | TROWPRICE T ROWE GROUP INC | 12,747 | $1.4B | 0.03% | |
| 171 | PDBCINVESCO ACTVELY MNGD ETC FD | 79,640 | $1.4B | 0.03% | |
| 172 | NSCNORFOLK SOUTHN CORP | 6,264 | $1.4B | 0.03% | |
| 173 | EGBNEAGLE BANCORP INC MD | 30,010 | $1.4B | 0.03% | |
| 174 | BITBLACKROCK MULTI SECTOR INC T | 100,000 | $1.4B | 0.03% | |
| 175 | XLFSELECT SECTOR SPDR TR | 44,796 | $1.4B | 0.03% | |
| 176 | CVSCVS HEALTH CORP | 15,181 | $1.4B | 0.03% | |
| 177 | CMCSACOMCAST CORP NEW | 35,708 | $1.4B | 0.03% | |
| 178 | DHRDANAHER CORPORATION | 5,514 | $1.4B | 0.03% | |
| 179 | SCZISHARES TR | 25,562 | $1.4B | 0.03% | |
| 180 | PLTRPALANTIR TECHNOLOGIES INC | 153,386 | $1.4B | 0.03% | |
| 181 | NKENIKE INC | 13,347 | $1.4B | 0.03% | |
| 182 | AEPAMERICAN ELEC PWR CO INC | 14,144 | $1.4B | 0.03% | |
| 183 | DOWDOW INC | 26,213 | $1.4B | 0.03% | |
| 184 | DYHTARGET CORP | 9,562 | $1.4B | 0.03% | |
| 185 | FCNCAFIRST CTZNS BANCSHARES INC N | 2,047 | $1.3B | 0.03% | |
| 186 | DVYEISHARES INC | 48,650 | $1.3B | 0.03% | |
| 187 | KMBKIMBERLY-CLARK CORP | 9,334 | $1.3B | 0.03% | |
| 188 | VGTVANGUARD WORLD FDS | 3,854 | $1.3B | 0.03% | |
| 189 | FISVFISERV INC | 14,110 | $1.3B | 0.03% | |
| 190 | GMGENERAL MTRS CO | 39,299 | $1.2B | 0.03% | |
| 191 | JOYTJ P MORGAN EXCHANGE TRADED F | 39,000 | $1.2B | 0.03% | |
| 192 | OKEONEOK INC NEW | 21,702 | $1.2B | 0.03% | |
| 193 | DOVDOVER CORP | 9,915 | $1.2B | 0.03% | |
| 194 | FNDBSCHWAB STRATEGIC TR | 23,615 | $1.2B | 0.02% | |
| 195 | —SWEDISH EXPT CR CORP | 139,420 | $1.2B | 0.02% | |
| 196 | SBUXSTARBUCKS CORP | 15,470 | $1.2B | 0.02% | |
| 197 | UNPUNION PAC CORP | 5,467 | $1.2B | 0.02% | |
| 198 | BLKCHFBLACKROCK INC | 1,897 | $1.2B | 0.02% | |
| 199 | MARMARRIOTT INTL INC NEW | 8,485 | $1.2B | 0.02% | |
| 200 | AONAON PLC | 4,266 | $1.1B | 0.02% |