Wealthspire Advisors, LLC Q2 2024 Filing
Filed August 8, 2024
Portfolio Value
$7.8B
Holdings
663
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (663 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | FICOFAIR ISAAC CORP | 1,403 | $2.1B | 26.74% | |
| 202 | AMATAPPLIED MATLS INC | 8,790 | $2.1B | 26.56% | |
| 203 | TAT&T INC | 108,328 | $2.1B | 26.51% | |
| 204 | WDIVSPDR INDEX SHS FDS | 35,000 | $2.1B | 26.48% | |
| 205 | CRMSALESFORCE INC | 7,718 | $2.0B | 25.41% | |
| 206 | BNDXVANGUARD CHARLOTTE FDS | 40,603 | $2.0B | 25.30% | |
| 207 | GSGOLDMAN SACHS GROUP INC | 4,338 | $2.0B | 25.11% | |
| 208 | BDXBECTON DICKINSON & CO | 8,318 | $1.9B | 24.89% | |
| 209 | AMDADVANCED MICRO DEVICES INC | 11,863 | $1.9B | 24.64% | |
| 210 | IBTGISHARES TR | 83,674 | $1.9B | 24.27% | |
| 211 | DYHTARGET CORP | 12,768 | $1.9B | 24.20% | |
| 212 | BLKCHFBLACKROCK INC | 2,401 | $1.9B | 24.20% | |
| 213 | IBBISHARES TR | 13,740 | $1.9B | 24.15% | |
| 214 | DGROISHARES TR | 32,245 | $1.9B | 23.78% | |
| 215 | JEPIJ P MORGAN EXCHANGE TRADED F | 32,689 | $1.9B | 23.72% | |
| 216 | FASTFASTENAL CO | 29,362 | $1.8B | 23.63% | |
| 217 | DBDEUTSCHE BANK A G | 114,672 | $1.8B | 23.40% | |
| 218 | UBERUBER TECHNOLOGIES INC | 24,893 | $1.8B | 23.17% | |
| 219 | DONWISDOMTREE TR | 38,600 | $1.8B | 23.11% | |
| 220 | VLOVALERO ENERGY CORP | 11,404 | $1.8B | 22.88% | |
| 221 | FISVFISERV INC | 11,965 | $1.8B | 22.83% | |
| 222 | EPDENTERPRISE PRODS PARTNERS L | 61,500 | $1.8B | 22.82% | |
| 223 | XLRESELECT SECTOR SPDR TR | 46,216 | $1.8B | 22.73% | |
| 224 | ESGUISHARES TR | 14,801 | $1.8B | 22.62% | |
| 225 | PGRPROGRESSIVE CORP | 8,489 | $1.8B | 22.58% | |
| 226 | DOVDOVER CORP | 9,682 | $1.7B | 22.37% | |
| 227 | RDIVINVESCO EXCH TRADED FD TR II | 38,000 | $1.7B | 21.80% | |
| 228 | AALAMERICAN AIRLS GROUP INC | 147,597 | $1.7B | 21.41% | |
| 229 | USBUS BANCORP DEL | 42,047 | $1.7B | 21.37% | |
| 230 | EMREMERSON ELEC CO | 15,022 | $1.7B | 21.18% | |
| 231 | NOCNORTHROP GRUMMAN CORP | 3,752 | $1.6B | 20.94% | |
| 232 | PAYXPAYCHEX INC | 13,664 | $1.6B | 20.73% | |
| 233 | ANETEURARISTA NETWORKS INC | 4,587 | $1.6B | 20.58% | |
| 234 | PAAPLAINS ALL AMERN PIPELINE L | 90,000 | $1.6B | 20.58% | |
| 235 | CATCATERPILLAR INC | 4,812 | $1.6B | 20.52% | |
| 236 | MECMAYVILLE ENGR CO INC | 95,415 | $1.6B | 20.35% | |
| 237 | HEESEURH & E EQUIPMENT SERVICES INC | 35,962 | $1.6B | 20.34% | |
| 238 | GEMGOLDMAN SACHS ETF TR | 48,483 | $1.6B | 20.27% | |
| 239 | CBNKCAPITAL BANCORP INC MD | 76,905 | $1.6B | 20.18% | |
| 240 | DFAEDIMENSIONAL ETF TRUST | 60,363 | $1.6B | 19.99% | |
| 241 | FNDBSCHWAB STRATEGIC TR | 23,580 | $1.5B | 19.80% | |
| 242 | LOWLOWES COS INC | 6,972 | $1.5B | 19.68% | |
| 243 | FDXFEDEX CORP | 5,097 | $1.5B | 19.57% | |
| 244 | SOSOUTHERN CO | 19,707 | $1.5B | 19.57% | |
| 245 | SCHOSCHWAB STRATEGIC TR | 31,501 | $1.5B | 19.41% | |
| 246 | IJKISHARES TR | 17,146 | $1.5B | 19.34% | |
| 247 | WMBWILLIAMS COS INC | 35,492 | $1.5B | 19.31% | |
| 248 | PSXPHILLIPS 66 | 10,598 | $1.5B | 19.16% | |
| 249 | MGKVANGUARD WORLD FD | 4,732 | $1.5B | 19.03% | |
| 250 | RTXRTX CORPORATION | 14,718 | $1.5B | 18.91% | |
| 251 | INTUINTUIT | 2,210 | $1.5B | 18.59% | |
| 252 | XLFSELECT SECTOR SPDR TR | 35,290 | $1.4B | 18.57% | |
| 253 | APOAPOLLO GLOBAL MGMT INC | 12,234 | $1.4B | 18.49% | |
| 254 | ECLECOLAB INC | 6,032 | $1.4B | 18.38% | |
| 255 | MPCMARATHON PETE CORP | 8,183 | $1.4B | 18.17% | |
| 256 | AEPAMERICAN ELEC PWR CO INC | 16,100 | $1.4B | 18.08% | |
| 257 | TROWPRICE T ROWE GROUP INC | 11,909 | $1.4B | 17.58% | |
| 258 | IEIISHARES TR | 11,855 | $1.4B | 17.52% | |
| 259 | TJXTJX COS INC NEW | 12,377 | $1.4B | 17.44% | |
| 260 | SPSBSPDR SER TR | 45,102 | $1.3B | 17.15% | |
| 261 | DVYEISHARES INC | 48,650 | $1.3B | 16.93% | |
| 262 | VONEVANGUARD SCOTTSDALE FDS | 5,362 | $1.3B | 16.89% | |
| 263 | WMWASTE MGMT INC DEL | 6,174 | $1.3B | 16.87% | |
| 264 | NOWSERVICENOW INC | 1,658 | $1.3B | 16.70% | |
| 265 | IWSISHARES TR | 10,728 | $1.3B | 16.58% | |
| 266 | NVONOVO-NORDISK A S | 9,045 | $1.3B | 16.53% | |
| 267 | WFCWELLS FARGO CO NEW | 21,682 | $1.3B | 16.48% | |
| 268 | SMCIUSDSUPER MICRO COMPUTER INC | 1,567 | $1.3B | 16.43% | |
| 269 | TXNTEXAS INSTRS INC | 6,570 | $1.3B | 16.37% | |
| 270 | TFXTELEFLEX INCORPORATED | 6,078 | $1.3B | 16.37% | |
| 271 | IJTISHARES TR | 9,874 | $1.3B | 16.24% | |
| 272 | SPYVSPDR SER TR | 26,002 | $1.3B | 16.23% | |
| 273 | AXPAMERICAN EXPRESS CO | 5,470 | $1.3B | 16.21% | |
| 274 | ELLAUDER ESTEE COS INC | 11,906 | $1.3B | 16.21% | |
| 275 | EFVISHARES TR | 23,702 | $1.3B | 16.10% | |
| 276 | BOTZGLOBAL X FDS | 40,739 | $1.3B | 16.08% | |
| 277 | ATOATMOS ENERGY CORP | 10,761 | $1.3B | 16.07% | |
| 278 | LINLINDE PLC | 2,861 | $1.3B | 16.07% | |
| 279 | JQUAJ P MORGAN EXCHANGE TRADED F | 23,579 | $1.2B | 15.98% | |
| 280 | XLKSELECT SECTOR SPDR TR | 5,461 | $1.2B | 15.82% | |
| 281 | LRCXEURLAM RESEARCH CORP | 1,150 | $1.2B | 15.67% | |
| 282 | VONVVANGUARD SCOTTSDALE FDS | 15,998 | $1.2B | 15.67% | |
| 283 | PFFISHARES TR | 38,684 | $1.2B | 15.62% | |
| 284 | DHRDANAHER CORPORATION | 4,823 | $1.2B | 15.43% | |
| 285 | LMTLOCKHEED MARTIN CORP | 2,576 | $1.2B | 15.41% | |
| 286 | SPLVINVESCO EXCH TRADED FD TR II | 18,481 | $1.2B | 15.37% | |
| 287 | SNOWSNOWFLAKE INC | 8,849 | $1.2B | 15.30% | |
| 288 | AFLAFLAC INC | 13,373 | $1.2B | 15.29% | |
| 289 | IYHISHARES TR | 19,462 | $1.2B | 15.26% | |
| 290 | SHELSHELL PLC | 16,441 | $1.2B | 15.19% | |
| 291 | MDLZMONDELEZ INTL INC | 18,116 | $1.2B | 15.18% | |
| 292 | GAPGAP INC | 49,480 | $1.2B | 15.14% | |
| 293 | IIMINVESCO VALUE MUN INCOME TR | 95,653 | $1.2B | 15.11% | |
| 294 | MMM3M CO | 11,518 | $1.2B | 15.06% | |
| 295 | DEODIAGEO PLC | 9,213 | $1.2B | 14.87% | |
| 296 | IAU*ISHARES GOLD TR | 26,265 | $1.2B | 14.77% | |
| 297 | ADIANALOG DEVICES INC | 5,042 | $1.1B | 14.73% | |
| 298 | INFLLISTED FD TR | 35,003 | $1.1B | 14.64% | |
| 299 | BMYBRISTOL-MYERS SQUIBB CO | 27,223 | $1.1B | 14.47% | |
| 300 | HONHONEYWELL INTL INC | 5,254 | $1.1B | 14.36% |