Wealthspire Advisors, LLC Q3 2024 Filing
Filed November 13, 2024
Portfolio Value
$9.8B
Holdings
756
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (756 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | PLTRPALANTIR TECHNOLOGIES INC | 76,063 | $2.8B | 28.78% | |
| 202 | TILTFlexShares Morningstar U.S. Market Factors Tilt ETF | 13,185 | $2.8B | 28.55% | |
| 203 | ETNEATON CORP PLC | 8,463 | $2.8B | 28.53% | |
| 204 | AMGNAMGEN INC | 8,669 | $2.8B | 28.42% | |
| 205 | IQLTISHARES TR | 65,226 | $2.7B | 27.53% | |
| 206 | IDXXIDEXX LABS INC | 5,337 | $2.7B | 27.43% | |
| 207 | TMUST-MOBILE US INC | 13,041 | $2.7B | 27.38% | |
| 208 | AXPAMERICAN EXPRESS CO | 9,898 | $2.7B | 27.31% | |
| 209 | FICOFAIR ISAAC CORP | 1,357 | $2.6B | 26.83% | |
| 210 | JSMDJANUS DETROIT STR TR | 36,005 | $2.6B | 26.59% | |
| 211 | SPYDSPDR SER TR | 57,045 | $2.6B | 26.49% | |
| 212 | ABNBAIRBNB INC | 20,181 | $2.6B | 26.04% | |
| 213 | FNDXSCHWAB STRATEGIC TR | 35,500 | $2.5B | 25.91% | |
| 214 | JQUAJ P MORGAN EXCHANGE TRADED F | 44,123 | $2.5B | 25.39% | |
| 215 | SYKSTRYKER CORPORATION | 6,860 | $2.5B | 25.21% | |
| 216 | IYWISHARES TR | 16,219 | $2.5B | 25.02% | |
| 217 | SUSLiShares ESG MSCI USA Leaders ETF | 23,939 | $2.4B | 24.72% | |
| 218 | FISVFISERV INC | 13,517 | $2.4B | 24.70% | |
| 219 | DOWDOW INC | 44,129 | $2.4B | 24.52% | |
| 220 | DISDISNEY WALT CO | 25,032 | $2.4B | 24.49% | |
| 221 | TAT&T INC | 109,050 | $2.4B | 24.41% | |
| 222 | QCOMQUALCOMM INC | 14,072 | $2.4B | 24.34% | |
| 223 | GSGOLDMAN SACHS GROUP INC | 4,765 | $2.4B | 24.00% | |
| 224 | NOCNORTHROP GRUMMAN CORP | 4,465 | $2.4B | 23.98% | |
| 225 | IBTGISHARES TR | 101,659 | $2.3B | 23.85% | |
| 226 | IBBISHARES TR | 16,083 | $2.3B | 23.82% | |
| 227 | WDIVSPDR INDEX SHS FDS | 35,000 | $2.3B | 23.74% | |
| 228 | GBTCGRAYSCALE BITCOIN TR BTC | 46,063 | $2.3B | 23.66% | |
| 229 | SCHGSCHWAB STRATEGIC TR | 22,083 | $2.3B | 23.40% | |
| 230 | EPDENTERPRISE PRODS PARTNERS L | 78,429 | $2.3B | 23.23% | |
| 231 | DFSUDIMENSIONAL ETF TRUST | 61,236 | $2.3B | 23.16% | |
| 232 | BABOEING CO | 14,966 | $2.3B | 23.15% | |
| 233 | DALDELTA AIR LINES INC DEL | 44,619 | $2.3B | 23.05% | |
| 234 | SOXXISHARES TR | 9,745 | $2.2B | 22.85% | |
| 235 | XLFSELECT SECTOR SPDR TR | 49,490 | $2.2B | 22.81% | |
| 236 | RSPINVESCO EXCHANGE TRADED FD T | 12,495 | $2.2B | 22.77% | |
| 237 | LOWLOWES COS INC | 8,185 | $2.2B | 22.56% | |
| 238 | PANWPALO ALTO NETWORKS INC | 6,412 | $2.2B | 22.29% | |
| 239 | FFORD MTR CO | 205,800 | $2.2B | 22.11% | |
| 240 | FASTFASTENAL CO | 30,377 | $2.2B | 22.07% | |
| 241 | USBUS BANCORP DEL | 47,317 | $2.2B | 22.01% | |
| 242 | JCPBJ P MORGAN EXCHANGE TRADED F | 44,688 | $2.2B | 21.92% | |
| 243 | CATCATERPILLAR INC | 5,451 | $2.1B | 21.69% | |
| 244 | ISTBISHARES TR | 43,570 | $2.1B | 21.58% | |
| 245 | ADBEADOBE INC | 4,055 | $2.1B | 21.36% | |
| 246 | CMCSACOMCAST CORP NEW | 50,032 | $2.1B | 21.25% | |
| 247 | ETENERGY TRANSFER L P | 129,667 | $2.1B | 21.17% | |
| 248 | AMATAPPLIED MATLS INC | 10,297 | $2.1B | 21.16% | |
| 249 | BDXBECTON DICKINSON & CO | 8,614 | $2.1B | 21.12% | |
| 250 | CRMSALESFORCE INC | 7,566 | $2.1B | 21.06% | |
| 251 | MMSMAXIMUS INC | 22,025 | $2.1B | 20.87% | |
| 252 | PXFINVESCO EXCH TRADED FD TR II | 38,993 | $2.0B | 20.67% | |
| 253 | DGROISHARES TR | 32,261 | $2.0B | 20.57% | |
| 254 | LYBLYONDELLBASELL INDUSTRIES N | 21,038 | $2.0B | 20.52% | |
| 255 | MECMAYVILLE ENGR CO INC | 95,415 | $2.0B | 20.46% | |
| 256 | DONWISDOMTREE TR | 39,310 | $2.0B | 20.44% | |
| 257 | DFCFDimensional Core Fixed Income ETF | 46,260 | $2.0B | 20.32% | |
| 258 | CBNKCAPITAL BANCORP INC MD | 77,042 | $2.0B | 20.14% | |
| 259 | TJXTJX COS INC NEW | 16,471 | $1.9B | 19.70% | |
| 260 | RTXRTX CORPORATION | 15,914 | $1.9B | 19.62% | |
| 261 | DBDEUTSCHE BANK A G | 110,165 | $1.9B | 19.39% | |
| 262 | SCHZSCHWAB STRATEGIC TR | 39,982 | $1.9B | 19.32% | |
| 263 | RDIVINVESCO EXCH TRADED FD TR II | 38,000 | $1.9B | 19.30% | |
| 264 | BNDXVANGUARD CHARLOTTE FDS | 37,633 | $1.9B | 19.25% | |
| 265 | NVONOVO-NORDISK A S | 15,888 | $1.9B | 19.24% | |
| 266 | UBERUBER TECHNOLOGIES INC | 25,126 | $1.9B | 19.21% | |
| 267 | SHWSHERWIN WILLIAMS CO | 4,896 | $1.9B | 19.00% | |
| 268 | DYHTARGET CORP | 11,986 | $1.9B | 19.00% | |
| 269 | MGKVANGUARD WORLD FD | 5,799 | $1.9B | 18.99% | |
| 270 | PAYXPAYCHEX INC | 13,913 | $1.9B | 18.98% | |
| 271 | IJKISHARES TR | 20,244 | $1.9B | 18.93% | |
| 272 | SOSOUTHERN CO | 19,955 | $1.8B | 18.30% | |
| 273 | OEFISHARES TR | 6,503 | $1.8B | 18.30% | |
| 274 | NOWSERVICENOW INC | 2,005 | $1.8B | 18.24% | |
| 275 | ANETEURARISTA NETWORKS INC | 4,664 | $1.8B | 18.21% | |
| 276 | LMTLOCKHEED MARTIN CORP | 3,057 | $1.8B | 18.18% | |
| 277 | AMDADVANCED MICRO DEVICES INC | 10,723 | $1.8B | 17.90% | |
| 278 | HEESEURH & E EQUIPMENT SERVICES INC | 35,962 | $1.8B | 17.80% | |
| 279 | AEPAMERICAN ELEC PWR CO INC | 16,335 | $1.7B | 17.04% | |
| 280 | AALAMERICAN AIRLS GROUP INC | 148,095 | $1.7B | 16.93% | |
| 281 | DOVDOVER CORP | 8,665 | $1.7B | 16.90% | |
| 282 | FNDBSCHWAB STRATEGIC TR | 23,580 | $1.7B | 16.88% | |
| 283 | WMBWILLIAMS COS INC | 35,726 | $1.6B | 16.58% | |
| 284 | PGRPROGRESSIVE CORP | 6,420 | $1.6B | 16.57% | |
| 285 | EMREMERSON ELEC CO | 14,498 | $1.6B | 16.13% | |
| 286 | VONVVANGUARD SCOTTSDALE FDS | 19,012 | $1.6B | 16.12% | |
| 287 | XLRESELECT SECTOR SPDR TR | 35,347 | $1.6B | 16.05% | |
| 288 | MUSTCOLUMBIA ETF TR I | 75,768 | $1.6B | 16.01% | |
| 289 | IWSISHARES TR | 11,844 | $1.6B | 15.93% | |
| 290 | PAAPLAINS ALL AMERN PIPELINE L | 90,000 | $1.6B | 15.90% | |
| 291 | MMM3M CO | 11,429 | $1.6B | 15.89% | |
| 292 | JMSTJ P MORGAN EXCHANGE TRADED F | 30,634 | $1.6B | 15.87% | |
| 293 | EFVISHARES TR | 27,093 | $1.6B | 15.85% | |
| 294 | VLOVALERO ENERGY CORP | 11,212 | $1.5B | 15.39% | |
| 295 | SPYVSPDR SER TR | 28,610 | $1.5B | 15.38% | |
| 296 | TFXTELEFLEX INCORPORATED | 6,052 | $1.5B | 15.22% | |
| 297 | NKENIKE INC | 16,910 | $1.5B | 15.21% | |
| 298 | IAU*ISHARES GOLD TR | 30,069 | $1.5B | 15.20% | |
| 299 | ECLECOLAB INC | 5,797 | $1.5B | 15.06% | |
| 300 | HONHONEYWELL INTL INC | 7,157 | $1.5B | 15.05% |