Wealthspire Advisors, LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$4.8T
Holdings
510
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (510 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BACBK OF AMERICA CORP | 135,505 | $4.1B | 0.09% | |
| 102 | REETISHARES TR | 183,884 | $3.9B | 0.08% | |
| 103 | IEIISHARES TR | 33,828 | $3.9B | 0.08% | |
| 104 | MRKMERCK & CO INC | 44,192 | $3.8B | 0.08% | |
| 105 | IVEISHARES TR | 29,597 | $3.8B | 0.08% | |
| 106 | GEGENERAL ELECTRIC CO | 60,484 | $3.7B | 0.08% | |
| 107 | EIMEATON VANCE MUN BD FD | 385,143 | $3.7B | 0.08% | |
| 108 | JPMJPMORGAN CHASE & CO | 34,141 | $3.6B | 0.07% | |
| 109 | ABTABBOTT LABS | 36,485 | $3.5B | 0.07% | |
| 110 | LRGFISHARES TR | 96,658 | $3.5B | 0.07% | |
| 111 | CPKCHESAPEAKE UTILS CORP | 29,156 | $3.4B | 0.07% | |
| 112 | BNDXVANGUARD CHARLOTTE FDS | 69,507 | $3.3B | 0.07% | |
| 113 | ISTBISHARES TR | 70,695 | $3.3B | 0.07% | |
| 114 | LQDISHARES TR | 31,497 | $3.2B | 0.07% | |
| 115 | BXBLACKSTONE INC | 37,472 | $3.1B | 0.07% | |
| 116 | AMLPALPS ETF TR | 81,276 | $3.0B | 0.06% | |
| 117 | WMTWALMART INC | 21,934 | $2.8B | 0.06% | |
| 118 | MAMASTERCARD INCORPORATED | 9,760 | $2.8B | 0.06% | |
| 119 | MCDMCDONALDS CORP | 11,620 | $2.7B | 0.06% | |
| 120 | VVISA INC | 15,078 | $2.7B | 0.06% | |
| 121 | BYRNBYRNA TECHNOLOGIES INC | 548,434 | $2.6B | 0.05% | |
| 122 | QQLVINVESCO EXCH TRD SLF IDX FD | 110,464 | $2.5B | 0.05% | |
| 123 | METAMETA PLATFORMS INC | 18,567 | $2.5B | 0.05% | |
| 124 | VPUVANGUARD WORLD FDS | 17,425 | $2.5B | 0.05% | |
| 125 | DSIISHARES TR | 36,820 | $2.5B | 0.05% | |
| 126 | ESGUISHARES TR | 30,894 | $2.5B | 0.05% | |
| 127 | NEENEXTERA ENERGY INC | 31,019 | $2.4B | 0.05% | |
| 128 | FFORD MTR CO DEL | 215,184 | $2.4B | 0.05% | |
| 129 | JNKSPDR SER TR | 27,434 | $2.4B | 0.05% | |
| 130 | INFLLISTED FD TR | 86,028 | $2.4B | 0.05% | |
| 131 | SPYDSPDR SER TR | 66,673 | $2.4B | 0.05% | |
| 132 | SCHWSCHWAB CHARLES CORP | 31,977 | $2.3B | 0.05% | |
| 133 | CSCOCISCO SYS INC | 56,854 | $2.3B | 0.05% | |
| 134 | FNDXSCHWAB STRATEGIC TR | 47,523 | $2.3B | 0.05% | |
| 135 | PBWINVESCO EXCHANGE TRADED FD T | 46,209 | $2.2B | 0.05% | |
| 136 | SCHMSCHWAB STRATEGIC TR | 35,473 | $2.1B | 0.04% | |
| 137 | COSTCOSTCO WHSL CORP NEW | 4,470 | $2.1B | 0.04% | |
| 138 | IBMINTERNATIONAL BUSINESS MACHS | 17,690 | $2.1B | 0.04% | |
| 139 | DISDISNEY WALT CO | 22,195 | $2.1B | 0.04% | |
| 140 | 4I1PHILIP MORRIS INTL INC | 24,913 | $2.1B | 0.04% | |
| 141 | IBBISHARES TR | 17,486 | $2.0B | 0.04% | |
| 142 | BSJM1EURINVESCO EXCH TRD SLF IDX FD | 91,389 | $2.0B | 0.04% | |
| 143 | BBEUJ P MORGAN EXCHANGE TRADED F | 49,628 | $2.0B | 0.04% | |
| 144 | BMYBRISTOL-MYERS SQUIBB CO | 27,860 | $2.0B | 0.04% | |
| 145 | WEPMAGELLAN MIDSTREAM PRTNRS LP | 40,646 | $1.9B | 0.04% | |
| 146 | OUSMALPS ETF TR | 64,000 | $1.9B | 0.04% | |
| 147 | SCHZSCHWAB STRATEGIC TR | 42,213 | $1.9B | 0.04% | |
| 148 | DGROISHARES TR | 42,964 | $1.9B | 0.04% | |
| 149 | EFVISHARES TR | 49,079 | $1.9B | 0.04% | |
| 150 | SPSBSPDR SER TR | 64,640 | $1.9B | 0.04% | |
| 151 | WDIVSPDR INDEX SHS FDS | 35,000 | $1.9B | 0.04% | |
| 152 | NOCNORTHROP GRUMMAN CORP | 3,961 | $1.9B | 0.04% | |
| 153 | DONSPDR DOW JONES INDL AVERAGE | 6,403 | $1.8B | 0.04% | |
| 154 | HSYHERSHEY CO | 8,200 | $1.8B | 0.04% | |
| 155 | BDXBECTON DICKINSON & CO | 8,046 | $1.8B | 0.04% | |
| 156 | BITBLACKROCK MULTI SECTOR INC T | 125,000 | $1.8B | 0.04% | |
| 157 | TEVATEVA PHARMACEUTICAL INDS LTD | 220,123 | $1.8B | 0.04% | |
| 158 | SUBISHARES TR | 16,910 | $1.7B | 0.04% | |
| 159 | EPDENTERPRISE PRODS PARTNERS L | 72,570 | $1.7B | 0.04% | |
| 160 | MMM3M CO | 15,516 | $1.7B | 0.04% | |
| 161 | RTXRAYTHEON TECHNOLOGIES CORP | 20,783 | $1.7B | 0.04% | |
| 162 | AUBATLANTIC UN BANKSHARES CORP | 54,848 | $1.7B | 0.03% | |
| 163 | NSCNORFOLK SOUTHN CORP | 7,933 | $1.7B | 0.03% | |
| 164 | KOMPSPDR SER TR | 42,643 | $1.6B | 0.03% | |
| 165 | XLVSELECT SECTOR SPDR TR | 13,367 | $1.6B | 0.03% | |
| 166 | IWRISHARES TR | 26,026 | $1.6B | 0.03% | |
| 167 | PAYXPAYCHEX INC | 14,361 | $1.6B | 0.03% | |
| 168 | CVSCVS HEALTH CORP | 16,656 | $1.6B | 0.03% | |
| 169 | CICIGNA CORP NEW | 5,715 | $1.6B | 0.03% | |
| 170 | SOSOUTHERN CO | 23,045 | $1.6B | 0.03% | |
| 171 | TAT&T INC | 102,170 | $1.6B | 0.03% | |
| 172 | BIVVANGUARD BD INDEX FDS | 21,272 | $1.6B | 0.03% | |
| 173 | PEOEXELON CORP | 41,404 | $1.6B | 0.03% | |
| 174 | VOOGVANGUARD ADMIRAL FDS INC | 7,236 | $1.5B | 0.03% | |
| 175 | INTCINTEL CORP | 57,701 | $1.5B | 0.03% | |
| 176 | TIPISHARES TR | 14,068 | $1.5B | 0.03% | |
| 177 | SUSAISHARES TR | 19,441 | $1.5B | 0.03% | |
| 178 | SBUXSTARBUCKS CORP | 17,407 | $1.5B | 0.03% | |
| 179 | DONWISDOMTREE TR | 38,907 | $1.5B | 0.03% | |
| 180 | RSPINVESCO EXCHANGE TRADED FD T | 11,365 | $1.4B | 0.03% | |
| 181 | DEODIAGEO PLC | 8,439 | $1.4B | 0.03% | |
| 182 | RDIVINVESCO EXCH TRADED FD TR II | 38,000 | $1.4B | 0.03% | |
| 183 | DYHTARGET CORP | 9,467 | $1.4B | 0.03% | |
| 184 | EGBNEAGLE BANCORP INC MD | 30,212 | $1.4B | 0.03% | |
| 185 | XLFSELECT SECTOR SPDR TR | 44,531 | $1.4B | 0.03% | |
| 186 | TROWPRICE T ROWE GROUP INC | 12,759 | $1.3B | 0.03% | |
| 187 | VGTVANGUARD WORLD FDS | 4,298 | $1.3B | 0.03% | |
| 188 | ATOATMOS ENERGY CORP | 12,920 | $1.3B | 0.03% | |
| 189 | SYKSTRYKER CORPORATION | 6,365 | $1.3B | 0.03% | |
| 190 | LLYLILLY ELI & CO | 3,971 | $1.3B | 0.03% | |
| 191 | SCZISHARES TR | 26,259 | $1.3B | 0.03% | |
| 192 | PLTRPALANTIR TECHNOLOGIES INC | 154,105 | $1.3B | 0.03% | |
| 193 | IWSISHARES TR | 12,750 | $1.2B | 0.03% | |
| 194 | PDBCINVESCO ACTVELY MNGD ETC FD | 75,537 | $1.2B | 0.03% | |
| 195 | VPLVANGUARD INTL EQUITY INDEX F | 21,072 | $1.2B | 0.03% | |
| 196 | NKENIKE INC | 14,346 | $1.2B | 0.02% | |
| 197 | MARMARRIOTT INTL INC NEW | 8,418 | $1.2B | 0.02% | |
| 198 | DHRDANAHER CORPORATION | 4,551 | $1.2B | 0.02% | |
| 199 | DOVDOVER CORP | 10,082 | $1.2B | 0.02% | |
| 200 | AONAON PLC | 4,334 | $1.2B | 0.02% |