Wealthspire Advisors, LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$3.4T
Holdings
580
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (580 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SHYISHARES TR | 34,304 | $3.0B | 0.09% | |
| 102 | MMM3M CO | 16,767 | $2.9B | 0.09% | |
| 103 | IBBISHARES TR | 19,343 | $2.9B | 0.09% | |
| 104 | ITOTISHARES TR | 33,614 | $2.9B | 0.09% | |
| 105 | TAT&T INC | 99,545 | $2.9B | 0.09% | |
| 106 | CSCOCISCO SYS INC | 63,491 | $2.8B | 0.08% | |
| 107 | EGBNEAGLE BANCORP INC MD | 68,116 | $2.8B | 0.08% | |
| 108 | BACBK OF AMERICA CORP | 91,740 | $2.8B | 0.08% | |
| 109 | UBSIUNITED BANKSHARES INC WEST V | 82,973 | $2.7B | 0.08% | |
| 110 | FISVFISERV INC | 23,457 | $2.7B | 0.08% | |
| 111 | MCDMCDONALDS CORP | 12,108 | $2.6B | 0.08% | |
| 112 | —J P MORGAN EXCHANGE-TRADED F | 99,262 | $2.6B | 0.08% | |
| 113 | DYHTARGET CORP | 14,389 | $2.5B | 0.08% | |
| 114 | DGDOLLAR GEN CORP NEW | 12,051 | $2.5B | 0.08% | |
| 115 | AUBATLANTIC UN BANKSHARES CORP | 76,858 | $2.5B | 0.08% | |
| 116 | COSTCOSTCO WHSL CORP NEW | 6,682 | $2.5B | 0.07% | |
| 117 | ACIALBERTSONS COS INC | 138,205 | $2.4B | 0.07% | |
| 118 | MKC/VMCCORMICK & CO INC | 25,000 | $2.4B | 0.07% | |
| 119 | AVGOBROADCOM INC | 5,422 | $2.4B | 0.07% | |
| 120 | DHRDANAHER CORPORATION | 10,659 | $2.4B | 0.07% | |
| 121 | HDVISHARES TR | 26,979 | $2.4B | 0.07% | |
| 122 | ISTBISHARES TR | 45,171 | $2.3B | 0.07% | |
| 123 | CVXCHEVRON CORP NEW | 27,153 | $2.3B | 0.07% | |
| 124 | AFWALIGN TECHNOLOGY INC | 4,250 | $2.3B | 0.07% | |
| 125 | BABAALIBABA GROUP HLDG LTD | 9,746 | $2.3B | 0.07% | |
| 126 | NDQINVESCO QQQ TR | 7,154 | $2.2B | 0.07% | |
| 127 | LOWLOWES COS INC | 13,672 | $2.2B | 0.07% | |
| 128 | BDXBECTON DICKINSON & CO | 8,650 | $2.2B | 0.06% | |
| 129 | DONSPDR DOW JONES INDL AVERAGE | 7,062 | $2.2B | 0.06% | |
| 130 | BXBLACKSTONE GROUP INC | 32,755 | $2.1B | 0.06% | |
| 131 | TMOTHERMO FISHER SCIENTIFIC INC | 4,552 | $2.1B | 0.06% | |
| 132 | UNPUNION PAC CORP | 10,103 | $2.1B | 0.06% | |
| 133 | IBMINTERNATIONAL BUSINESS MACHS | 16,705 | $2.1B | 0.06% | |
| 134 | BLKCHFBLACKROCK INC | 2,903 | $2.1B | 0.06% | |
| 135 | HONHONEYWELL INTL INC | 9,822 | $2.1B | 0.06% | |
| 136 | ISRGINTUITIVE SURGICAL INC | 2,534 | $2.1B | 0.06% | |
| 137 | RSPINVESCO EXCHANGE TRADED FD T | 15,770 | $2.0B | 0.06% | |
| 138 | ORCLORACLE CORP | 30,806 | $2.0B | 0.06% | |
| 139 | XOMEXXON MOBIL CORP | 47,670 | $2.0B | 0.06% | |
| 140 | BMYBRISTOL-MYERS SQUIBB CO | 31,590 | $2.0B | 0.06% | |
| 141 | NSCNORFOLK SOUTHN CORP | 8,156 | $1.9B | 0.06% | |
| 142 | REETISHARES TR | 79,504 | $1.9B | 0.06% | |
| 143 | PAGPENSKE AUTOMOTIVE GRP INC | 32,000 | $1.9B | 0.06% | |
| 144 | DSIISHARES TR | 25,134 | $1.8B | 0.05% | |
| 145 | AMGNAMGEN INC | 7,698 | $1.8B | 0.05% | |
| 146 | ALLYALLY FINL INC | 49,406 | $1.8B | 0.05% | |
| 147 | BABOEING CO | 8,122 | $1.7B | 0.05% | |
| 148 | LINLINDE PLC | 6,563 | $1.7B | 0.05% | |
| 149 | UTGREAVES UTIL INCOME FD | 52,372 | $1.7B | 0.05% | |
| 150 | TFISPDR SER TR | 32,123 | $1.7B | 0.05% | |
| 151 | REGNREGENERON PHARMACEUTICALS | 3,485 | $1.7B | 0.05% | |
| 152 | CHHCHOICE HOTELS INTL INC | 15,716 | $1.7B | 0.05% | |
| 153 | BNDXVANGUARD CHARLOTTE FDS | 28,227 | $1.7B | 0.05% | |
| 154 | ILMNILLUMINA INC | 4,377 | $1.6B | 0.05% | |
| 155 | MDTMEDTRONIC PLC | 13,734 | $1.6B | 0.05% | |
| 156 | AQLTISHARES TR | 22,990 | $1.6B | 0.05% | |
| 157 | TXNTEXAS INSTRS INC | 9,677 | $1.6B | 0.05% | |
| 158 | LLYLILLY ELI & CO | 9,252 | $1.6B | 0.05% | |
| 159 | KMBKIMBERLY-CLARK CORP | 11,337 | $1.5B | 0.05% | |
| 160 | IUSBISHARES TR | 27,708 | $1.5B | 0.04% | |
| 161 | SOSOUTHERN CO | 24,526 | $1.5B | 0.04% | |
| 162 | ITGARTNER INC | 9,293 | $1.5B | 0.04% | |
| 163 | UPSUNITED PARCEL SERVICE INC | 8,779 | $1.5B | 0.04% | |
| 164 | CMGCHIPOTLE MEXICAN GRILL INC | 1,054 | $1.5B | 0.04% | |
| 165 | ETNEATON CORP PLC | 12,166 | $1.5B | 0.04% | |
| 166 | TFCTRUIST FINL CORP | 30,228 | $1.4B | 0.04% | |
| 167 | ITWILLINOIS TOOL WKS INC | 7,029 | $1.4B | 0.04% | |
| 168 | MSCIMSCI INC | 3,160 | $1.4B | 0.04% | |
| 169 | —PERSHING SQUARE TONTINE HLDG | 50,369 | $1.4B | 0.04% | |
| 170 | MOALTRIA GROUP INC | 33,895 | $1.4B | 0.04% | |
| 171 | 4I1PHILIP MORRIS INTL INC | 16,390 | $1.4B | 0.04% | |
| 172 | RTXRAYTHEON TECHNOLOGIES CORP | 18,779 | $1.3B | 0.04% | |
| 173 | FQIDIGITAL RLTY TR INC | 9,617 | $1.3B | 0.04% | |
| 174 | PEGPUBLIC SVC ENTERPRISE GRP IN | 22,654 | $1.3B | 0.04% | |
| 175 | FISFIDELITY NATL INFORMATION SV | 9,326 | $1.3B | 0.04% | |
| 176 | WECWEC ENERGY GROUP INC | 14,193 | $1.3B | 0.04% | |
| 177 | FASTFASTENAL CO | 26,467 | $1.3B | 0.04% | |
| 178 | DWDMORGAN STANLEY | 18,757 | $1.3B | 0.04% | |
| 179 | CHTRCHARTER COMMUNICATIONS INC N | 1,902 | $1.3B | 0.04% | |
| 180 | CVSCVS HEALTH CORP | 18,220 | $1.2B | 0.04% | |
| 181 | BBHVANECK VECTORS ETF TR | 7,295 | $1.2B | 0.04% | |
| 182 | INTUINTUIT | 3,254 | $1.2B | 0.04% | |
| 183 | CATCATERPILLAR INC | 6,787 | $1.2B | 0.04% | |
| 184 | NOCNORTHROP GRUMMAN CORP | 3,996 | $1.2B | 0.04% | |
| 185 | ARKKARK ETF TR | 9,669 | $1.2B | 0.04% | |
| 186 | EIMEATON VANCE MUN BD FD | 88,128 | $1.2B | 0.04% | |
| 187 | VICRVICOR CORP | 12,903 | $1.2B | 0.04% | |
| 188 | MCOMOODYS CORP | 4,081 | $1.2B | 0.04% | |
| 189 | AMTAMERICAN TOWER CORP NEW | 5,237 | $1.2B | 0.03% | |
| 190 | —J P MORGAN EXCHANGE-TRADED F | 41,965 | $1.2B | 0.03% | |
| 191 | VGTVANGUARD WORLD FDS | 3,322 | $1.2B | 0.03% | |
| 192 | GWWGRAINGER W W INC | 2,838 | $1.2B | 0.03% | |
| 193 | ADPAUTOMATIC DATA PROCESSING IN | 6,509 | $1.1B | 0.03% | |
| 194 | HSICHENRY SCHEIN INC | 16,993 | $1.1B | 0.03% | |
| 195 | CPRXCATALYST PHARMACEUTICALS INC | 337,770 | $1.1B | 0.03% | |
| 196 | FDXFEDEX CORP | 4,316 | $1.1B | 0.03% | |
| 197 | MUMICRON TECHNOLOGY INC | 14,660 | $1.1B | 0.03% | |
| 198 | DUKDUKE ENERGY CORP NEW | 11,865 | $1.1B | 0.03% | |
| 199 | PBWINVESCO EXCHANGE TRADED FD T | 10,307 | $1.1B | 0.03% | |
| 200 | TRVCCITIGROUP INC | 17,063 | $1.1B | 0.03% |