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
KMBKIMBERLY-CLARK CORP
$767.1M
ACGLARCH CAP GROUP LTD
$763.2M
DTEDTE ENERGY CO
$761.7M
PWRQUANTA SVCS INC
$756.4M
DYHTARGET CORP
$753.0M
SPLVINVESCO EXCH TRADED FD TR II
$746.9M
WPCWP CAREY INC
$745.6M
BSXBOSTON SCIENTIFIC CORP
$744.0M
IDEVISHARES TR
$738.2M
ULUNILEVER PLC
$736.0M
RCLROYAL CARIBBEAN GROUP
$735.4M
GISGENERAL MLS INC
$731.7M
PFFISHARES TR
$724.8M
NUENUCOR CORP
$716.7M
BMOBANK MONTREAL QUE
$713.2M
YUMYUM BRANDS INC
$712.4M
DISVDIMENSIONAL ETF TRUST
$706.7M
APHAMPHENOL CORP NEW
$705.2M
CMGCHIPOTLE MEXICAN GRILL INC
$699.9M
EZBCFRANKLIN TEMPLETON DIGITAL H
$694.6M
HSYHERSHEY CO
$694.4M
FCXFREEPORT-MCMORAN INC
$689.8M
ZBHZIMMER BIOMET HOLDINGS INC
$689.7M
IPINTERNATIONAL PAPER CO
$688.5M
XLUSELECT SECTOR SPDR TR
$683.5M
USMVISHARES TR
$681.1M
MDTMEDTRONIC PLC
$680.2M
BINCBLACKROCK ETF TRUST II
$675.8M
MSCIMSCI INC
$675.4M
SPHDINVESCO EXCH TRADED FD TR II
$675.3M
CIBRFIRST TR EXCHANGE TRADED FD
$673.6M
UYLDANGEL OAK FUNDS TRUST
$672.4M
EWEDWARDS LIFESCIENCES CORP
$669.2M
IVOOVANGUARD ADMIRAL FDS INC
$657.5M
SLYGSPDR SERIES TRUST
$656.2M
SHLDGLOBAL X FDS
$655.8M
URTHISHARES INC
$654.8M
AMTAMERICAN TOWER CORP NEW
$654.4M
FBTCFIDELITY WISE ORIGIN BITCOIN
$649.7M
ICFIshares Tr Cohen & Steer
$642.4M
ICFISHARES TR
$642.4M
XLFIConsumer Staples Select Sector SPDR ETF
$640.5M
CXCEMEX SAB DE CV
$640.3M
LDRXSGI Enhanced Market Leaders ETF
$640.1M
ITMMarket Vectors Intermediate Muni ETF
$636.6M
WELLWELLTOWER INC
$634.5M
ROPROPER TECHNOLOGIES INC
$631.9M
ROPRoper Industries Inc
$631.9M
XLRESELECT SECTOR SPDR TR
$627.2M
DOWDOW INC
$625.8M
GWXSPDR S&P Intl Small Cap ETF
$625.5M
CA8ACACI INTL INC
$624.5M
CITHE CIGNA GROUP
$623.2M
IBDSISHARES TR
$618.7M
DFEMDIMENSIONAL ETF TRUST
$615.8M
BBJPJ P MORGAN EXCHANGE TRADED F
$612.4M
PHBINVESCO EXCH TRADED FD TR II
$612.4M
KRKROGER CO
$610.9M
STXSEAGATE TECHNOLOGY HLDNGS PL
$608.0M
WTRGESSENTIAL UTILS INC
$607.6M
VIOOVANGUARD ADMIRAL FDS INC
$602.9M
GDGENERAL DYNAMICS CORP
$602.6M
BTCGRAYSCALE BITCOIN MINI TR ET
$593.6M
LYBLYONDELLBASELL INDUSTRIES N
$591.0M
MLPXGLOBAL X FDS
$587.8M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$586.5M
CALMCAL MAINE FOODS INC
$583.3M
BXSLBLACKSTONE SECD LENDING FD
$580.6M
MTBM & T BK CORP
$579.1M
SPOTSPOTIFY TECHNOLOGY S A
$578.6M
LHLABCORP HOLDINGS INC
$567.3M
DOCUDOCUSIGN INC
$566.7M
DGXQUEST DIAGNOSTICS INC
$562.2M
FTNTFORTINET INC
$561.7M
ETRENTERGY CORP NEW
$559.2M
DDOMINION ENERGY INC
$557.3M
SLYVSPDR SERIES TRUST
$557.3M
FFORD MTR CO
$553.8M
LNTALLIANT ENERGY CORP
$551.6M
NVSNNOVARTIS AG
$550.9M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$550.5M
SPGIS&P GLOBAL INC
$548.3M
VDEVANGUARD WORLD FD
$548.1M
NADNuveen Quality Muni Income
$548.0M
ETENERGY TRANSFER L P
$547.8M
GLDMSPDR Gold MiniShares
$541.6M
PGXINVESCO EXCH TRADED FD TR II
$540.2M
LPXLOUISIANA PAC CORP
$540.1M
NLYANNALY CAPITAL MANAGEMENT IN
$538.5M
SDIVGLOBAL X FDS
$536.8M
ADSKAUTODESK INC
$532.2M
EIGEMPLOYERS HLDGS INC
$529.9M
MFCMANULIFE FINL CORP
$528.7M
LNKBLINKBANCORP INC
$525.1M
HWMHOWMET AEROSPACE INC
$523.7M
CFGCITIZENS FINL GROUP INC
$517.8M
FNDFSCHWAB STRATEGIC TR
$513.4M
FNDFSchwab Fundamental Int'l Lg Co ETF
$513.4M
SHMSPDR Nuveen Barclays ST Muni Bond ETF
$513.2M
ELVELEVANCE HEALTH INC
$510.7M
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