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 | Value |
|---|---|
BMYBRISTOL-MYERS SQUIBB CO | $1.5M |
IJTISHARES TR | $1.5M |
GWXSPDR S&P Intl Small Cap ETF | $1.5M |
PSXPHILLIPS 66 | $1.5M |
PGXINVESCO EXCH TRADED FD TR II | $1.5M |
LINLINDE PLC | $1.5M |
TXNTEXAS INSTRS INC | $1.4M |
INTCINTEL CORP | $1.4M |
FDXFEDEX CORP | $1.4M |
VONGVANGUARD SCOTTSDALE FDS | $1.4M |
VONEVANGUARD SCOTTSDALE FDS | $1.4M |
DVYEISHARES INC | $1.4M |
IEIISHARES TR | $1.4M |
ZTSZOETIS INC | $1.4M |
CLCOLGATE PALMOLIVE CO | $1.4M |
MDLZMONDELEZ INTL INC | $1.4M |
SCHOSCHWAB STRATEGIC TR | $1.4M |
INTUINTUIT | $1.4M |
BOTZGLOBAL X FDS | $1.3M |
TROWPRICE T ROWE GROUP INC | $1.3M |
INFLLISTED FD TR | $1.3M |
IYHISHARES TR | $1.3M |
ITMMarket Vectors Intermediate Muni ETF | $1.3M |
LRCXEURLAM RESEARCH CORP | $1.3M |
CMFISHARES TR | $1.3M |
DHRDANAHER CORPORATION | $1.3M |
ATOATMOS ENERGY CORP | $1.3M |
DEODIAGEO PLC | $1.3M |
XLYSELECT SECTOR SPDR TR | $1.3M |
PFFISHARES TR | $1.2M |
PBPROSPERITY BANCSHARES INC | $1.2M |
IIMINVESCO VALUE MUN INCOME TR | $1.2M |
NSCNORFOLK SOUTHN CORP | $1.2M |
WMWASTE MGMT INC DEL | $1.2M |
—Chestnut Str Exchang Fd Sh Partnership N | $1.2M |
ADIANALOG DEVICES INC | $1.2M |
PEOEXELON CORP | $1.2M |
EVRGEVERGY INC | $1.2M |
VOOVVANGUARD ADMIRAL FDS INC | $1.2M |
SPSBSPDR SER TR | $1.2M |
GDXVANECK ETF TRUST | $1.2M |
ELLAUDER ESTEE COS INC | $1.2M |
WFCWELLS FARGO CO NEW | $1.2M |
AFLAFLAC INC | $1.2M |
GEVGE VERNOVA INC | $1.2M |
TTTRANE TECHNOLOGIES PLC | $1.2M |
DTEDTE ENERGY CO | $1.2M |
PNCPNC FINL SVCS GROUP INC | $1.2M |
GEMGOLDMAN SACHS ETF TR | $1.1M |
VHTVANGUARD WORLD FD | $1.1M |
SHOPSHOPIFY INC | $1.1M |
DCORDIMENSIONAL ETF TRUST | $1.1M |
PYPLPAYPAL HLDGS INC | $1.1M |
CBCHUBB LIMITED | $1.1M |
TFCTRUIST FINL CORP | $1.1M |
GAPGAP INC | $1.1M |
PHPNGALECTIN THERAPEUTICS INC | $1.1M |
EDCONSOLIDATED EDISON INC | $1.1M |
ACWVISHARES INC | $1.1M |
HSICHENRY SCHEIN INC | $1.1M |
RPMRPM INTL INC | $1.1M |
SPLVINVESCO EXCH TRADED FD TR II | $1.1M |
MPCMARATHON PETE CORP | $1.1M |
DLNWISDOMTREE TR | $1.1M |
BKBANK NEW YORK MELLON CORP | $1.0M |
HSYHERSHEY CO | $1.0M |
OREALTY INCOME CORP | $1.0M |
GISGENERAL MLS INC | $1.0M |
GPCGENUINE PARTS CO | $1.0M |
AZOAUTOZONE INC | $1.0M |
AJGGALLAGHER ARTHUR J & CO | $1.0M |
SNOWSNOWFLAKE INC | $1.0M |
PDBCINVESCO ACTVELY MNGD ETC FD | $997K |
JPEMJ P MORGAN EXCHANGE TRADED F | $995K |
BITBLACKROCK MULTI SECTOR INC T | $988K |
SCHVSCHWAB STRATEGIC TR | $978K |
LAMRLAMAR ADVERTISING CO NEW | $962K |
ALSALLSTATE CORP | $960K |
SUSAISHARES TR | $947K |
SHELSHELL PLC | $943K |
ZBHZIMMER BIOMET HOLDINGS INC | $943K |
AIQGLOBAL X FDS | $938K |
COPCONOCOPHILLIPS | $930K |
BCCCGLOBAL X FDS | $930K |
CSXCSX CORP | $929K |
KMBKIMBERLY-CLARK CORP | $928K |
CVSCVS HEALTH CORP | $911K |
IJSISHARES TR | $909K |
KOMPSPDR SER TR | $909K |
ULUNILEVER PLC | $908K |
MDTMEDTRONIC PLC | $899K |
WECWEC ENERGY GROUP INC | $884K |
IUSVISHARES TR | $871K |
DDOMINION ENERGY INC | $868K |
VTHRVANGUARD SCOTTSDALE FDS | $868K |
ITA*ISHARES TR | $865K |
XLISELECT SECTOR SPDR TR | $846K |
PHPARKER-HANNIFIN CORP | $835K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $832K |
VGKVANGUARD INTL EQUITY INDEX F | $817K |