Wealthspire Advisors, LLC Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$17.8B

Holdings

848

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (848 positions)

StockValue
PNCPNC FINL SVCS GROUP INC
$1.2B
VSECVSE CORP
$1.2B
SHELSHELL PLC
$1.2B
EPDEnterprise Products Partners
$1.2B
EPDENTERPRISE PRODS PARTNERS L
$1.2B
CRWDCROWDSTRIKE HLDGS INC
$1.2B
BOTZGLOBAL X FDS
$1.2B
AJGGALLAGHER ARTHUR J & CO
$1.2B
AJGArthur J Gallagher & Co
$1.2B
TROWPRICE T ROWE GROUP INC
$1.2B
TFCTRUIST FINL CORP
$1.2B
EDConsolidated Edison Inc
$1.2B
EDCONSOLIDATED EDISON INC
$1.2B
AFLAFLAC INC
$1.2B
ITA*ISHARES TR
$1.2B
VLOVALERO ENERGY CORP
$1.2B
BCCCGLOBAL X FDS
$1.2B
UBERUBER TECHNOLOGIES INC
$1.2B
MDLZMONDELEZ INTL INC
$1.2B
IEVISHARES TR
$1.1B
A4SAMERIPRISE FINL INC
$1.1B
TRVCCITIGROUP INC
$1.1B
HSICHENRY SCHEIN INC
$1.1B
RSGREPUBLIC SVCS INC
$1.1B
MLB1MERCADOLIBRE INC
$1.1B
ACWXISHARES TR
$1.1B
SPSBSPDR SERIES TRUST
$1.1B
MDYGSPDR SERIES TRUST
$1.1B
ISRGINTUITIVE SURGICAL INC
$1.1B
SMHVANECK ETF TRUST
$1.1B
DFSUDIMENSIONAL ETF TRUST
$1.1B
ORealty Income Corp
$1.1B
OREALTY INCOME CORP
$1.1B
FDXFEDEX CORP
$1.1B
FQIDIGITAL RLTY TR INC
$1.1B
DFICDIMENSIONAL ETF TRUST
$1.1B
VHTVANGUARD WORLD FD
$1.1B
BKNGBOOKING HOLDINGS INC
$1.0B
ESGVVANGUARD WORLD FD
$1.0B
ESGVVanguard ESG US Stock ETF
$1.0B
WECWEC ENERGY GROUP INC
$1.0B
NYFISHARES TR
$1.0B
ZTSZOETIS INC
$1.0B
IUSViShares Trust - iShares Core U.S. Value ETF
$1.0B
IUSVISHARES TR
$1.0B
RJFRAYMOND JAMES FINL INC
$1.0B
PHPNGALECTIN THERAPEUTICS INC
$1.0B
NFGNATIONAL FUEL GAS CO
$1.0B
PSXPHILLIPS 66
$1.0B
XLISELECT SECTOR SPDR TR
$986.1M
ELLAUDER ESTEE COS INC
$983.1M
IUSGISHARES TR
$979.5M
ACWVISHARES INC
$978.9M
CBCHUBB LIMITED
$976.7M
DBEFDBX ETF TR
$968.1M
IGMISHARES TR
$965.8M
SUSAISHARES TR
$964.1M
ABNBAIRBNB INC
$961.0M
MCKMCKESSON CORP
$960.1M
ADIANALOG DEVICES INC
$951.8M
CSXCSX CORP
$950.7M
JCPBJ P MORGAN EXCHANGE TRADED F
$944.6M
PSAPUBLIC STORAGE OPER CO
$938.4M
DFARDIMENSIONAL ETF TRUST
$936.1M
PDBCINVESCO ACTVELY MNGD ETC FD
$933.5M
UGIUGI CORP NEW
$933.1M
BKLCBNY MELLON ETF TRUST
$932.5M
VTHRVANGUARD SCOTTSDALE FDS
$932.1M
ORLYOREILLY AUTOMOTIVE INC
$926.7M
MIGAMICROSTRATEGY INC
$925.4M
DHRDANAHER CORPORATION
$923.3M
PYPLPAYPAL HLDGS INC
$909.3M
VOOVVanguard S&P 500 Value ETF
$908.2M
VOOVVANGUARD ADMIRAL FDS INC
$908.2M
BDXBECTON DICKINSON & CO
$904.8M
TRVTRAVELERS COMPANIES INC
$898.9M
PHPARKER-HANNIFIN CORP
$896.5M
LQDISHARES TR
$892.4M
CYBRCYBERARK SOFTWARE LTD
$881.3M
LAMRLAMAR ADVERTISING CO NEW
$877.6M
IBBISHARES TR
$875.5M
SHOPSHOPIFY INC
$874.8M
AIQGLOBAL X FDS
$873.2M
ROKRockwell Automation Inc
$870.3M
ROKROCKWELL AUTOMATION INC
$870.3M
COPCONOCOPHILLIPS
$867.5M
DEDEERE & CO
$855.0M
TPLTEXAS PACIFIC LAND CORPORATI
$847.4M
MPCMARATHON PETE CORP
$841.4M
LFMDLIFEMD INC
$839.9M
DEODIAGEO PLC
$836.7M
BNBROOKFIELD CORP
$825.1M
NMZNuveen Muni High Income
$824.4M
MSIMOTOROLA SOLUTIONS INC
$810.1M
DFSVDIMENSIONAL ETF TRUST
$804.6M
CPRXCATALYST PHARMACEUTICALS INC
$800.3M
METMETLIFE INC
$799.8M
AZOAUTOZONE INC
$798.1M
ICEINTERCONTINENTAL EXCHANGE IN
$795.4M
ALSALLSTATE CORP
$790.7M
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