Wealthspire Advisors, LLC Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$4.5T
Holdings
534
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (534 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XOMEXXON MOBIL CORP | 55,255 | $3.4B | 0.07% | |
| 102 | BILSPDR SER TR | 36,006 | $3.3B | 0.07% | |
| 103 | NKENIKE INC | 19,379 | $3.2B | 0.07% | |
| 104 | HDVISHARES TR | 31,522 | $3.2B | 0.07% | |
| 105 | IBBISHARES TR | 20,445 | $3.1B | 0.07% | |
| 106 | CVXCHEVRON CORP NEW | 26,410 | $3.1B | 0.07% | |
| 107 | PYPLPAYPAL HLDGS INC | 16,340 | $3.1B | 0.07% | |
| 108 | MMM3M CO | 17,219 | $3.1B | 0.07% | |
| 109 | CSCOCISCO SYS INC | 47,261 | $3.0B | 0.07% | |
| 110 | VBRVANGUARD INDEX FDS | 16,727 | $3.0B | 0.07% | |
| 111 | BBEUJ P MORGAN EXCHANGE-TRADED F | 49,628 | $3.0B | 0.07% | |
| 112 | ITOTISHARES TR | 26,793 | $2.9B | 0.06% | |
| 113 | REETISHARES TR | 93,106 | $2.9B | 0.06% | |
| 114 | TROWPRICE T ROWE GROUP INC | 14,244 | $2.8B | 0.06% | |
| 115 | BBHVANECK ETF TRUST | 14,584 | $2.8B | 0.06% | |
| 116 | FNDXSCHWAB STRATEGIC TR | 46,419 | $2.7B | 0.06% | |
| 117 | VGSHVANGUARD SCOTTSDALE FDS | 43,665 | $2.7B | 0.06% | |
| 118 | NEENEXTERA ENERGY INC | 28,447 | $2.7B | 0.06% | |
| 119 | BITBLACKROCK MULTI SECTOR INC T | 145,000 | $2.6B | 0.06% | |
| 120 | WMTWALMART INC | 17,939 | $2.6B | 0.06% | |
| 121 | INTCINTEL CORP | 49,271 | $2.5B | 0.06% | |
| 122 | CRMSALESFORCE COM INC | 9,752 | $2.5B | 0.05% | |
| 123 | QQLVINVESCO EXCH TRD SLF IDX FD | 97,851 | $2.5B | 0.05% | |
| 124 | XENWXEATON VANCE NEW YORK MUN BD | 203,645 | $2.5B | 0.05% | |
| 125 | IBMINTERNATIONAL BUSINESS MACHS | 18,495 | $2.5B | 0.05% | |
| 126 | VYMVANGUARD WHITEHALL FDS | 21,988 | $2.5B | 0.05% | |
| 127 | DYHTARGET CORP | 10,582 | $2.4B | 0.05% | |
| 128 | AVGOBROADCOM INC | 3,540 | $2.4B | 0.05% | |
| 129 | WEPMAGELLAN MIDSTREAM PRTNRS LP | 50,640 | $2.4B | 0.05% | |
| 130 | SBUXSTARBUCKS CORP | 20,094 | $2.4B | 0.05% | |
| 131 | VGITVANGUARD SCOTTSDALE FDS | 35,205 | $2.3B | 0.05% | |
| 132 | SPSBSPDR SER TR | 74,989 | $2.3B | 0.05% | |
| 133 | CVSCVS HEALTH CORP | 22,320 | $2.3B | 0.05% | |
| 134 | DONSPDR DOW JONES INDL AVERAGE | 6,321 | $2.3B | 0.05% | |
| 135 | TEVATEVA PHARMACEUTICAL INDS LTD | 284,870 | $2.3B | 0.05% | |
| 136 | CMCSACOMCAST CORP NEW | 45,106 | $2.3B | 0.05% | |
| 137 | SCHMSCHWAB STRATEGIC TR | 28,169 | $2.3B | 0.05% | |
| 138 | QCOMQUALCOMM INC | 12,376 | $2.3B | 0.05% | |
| 139 | PLTRPALANTIR TECHNOLOGIES INC | 121,559 | $2.2B | 0.05% | |
| 140 | PBWINVESCO EXCHANGE TRADED FD T | 30,697 | $2.2B | 0.05% | |
| 141 | DSIISHARES TR | 23,577 | $2.2B | 0.05% | |
| 142 | BSJM1EURINVESCO EXCH TRD SLF IDX FD | 93,857 | $2.2B | 0.05% | |
| 143 | AQLTISHARES TR | 29,124 | $2.2B | 0.05% | |
| 144 | NFLXNETFLIX INC | 3,606 | $2.2B | 0.05% | |
| 145 | TAT&T INC | 86,071 | $2.1B | 0.05% | |
| 146 | VGTVANGUARD WORLD FDS | 4,577 | $2.1B | 0.05% | |
| 147 | MMSMAXIMUS INC | 25,544 | $2.0B | 0.05% | |
| 148 | NSCNORFOLK SOUTHN CORP | 6,830 | $2.0B | 0.04% | |
| 149 | DHRDANAHER CORPORATION | 5,948 | $2.0B | 0.04% | |
| 150 | ETENERGY TRANSFER L P | 237,524 | $2.0B | 0.04% | |
| 151 | DBDEUTSCHE BANK A G | 154,641 | $1.9B | 0.04% | |
| 152 | BLKCHFBLACKROCK INC | 2,098 | $1.9B | 0.04% | |
| 153 | UNPUNION PAC CORP | 7,546 | $1.9B | 0.04% | |
| 154 | DOVDOVER CORP | 10,277 | $1.9B | 0.04% | |
| 155 | EPDENTERPRISE PRODS PARTNERS L | 83,126 | $1.8B | 0.04% | |
| 156 | NOCNORTHROP GRUMMAN CORP | 4,663 | $1.8B | 0.04% | |
| 157 | AUBATLANTIC UN BANKSHARES CORP | 48,023 | $1.8B | 0.04% | |
| 158 | TFCTRUIST FINL CORP | 30,059 | $1.8B | 0.04% | |
| 159 | FFORD MTR CO DEL | 82,860 | $1.7B | 0.04% | |
| 160 | 4I1PHILIP MORRIS INTL INC | 17,903 | $1.7B | 0.04% | |
| 161 | DGROISHARES TR | 30,516 | $1.7B | 0.04% | |
| 162 | FISVFISERV INC | 16,320 | $1.7B | 0.04% | |
| 163 | XLFSELECT SECTOR SPDR TR | 42,704 | $1.7B | 0.04% | |
| 164 | UTGREAVES UTIL INCOME FD | 47,191 | $1.7B | 0.04% | |
| 165 | VOEVANGUARD INDEX FDS | 10,944 | $1.6B | 0.04% | |
| 166 | BDXBECTON DICKINSON & CO | 6,496 | $1.6B | 0.04% | |
| 167 | RSPINVESCO EXCHANGE TRADED FD T | 9,972 | $1.6B | 0.04% | |
| 168 | BSVVANGUARD BD INDEX FDS | 19,958 | $1.6B | 0.04% | |
| 169 | KMBKIMBERLY-CLARK CORP | 11,206 | $1.6B | 0.04% | |
| 170 | FASTFASTENAL CO | 24,663 | $1.6B | 0.03% | |
| 171 | ETNEATON CORP PLC | 9,111 | $1.6B | 0.03% | |
| 172 | LLYLILLY ELI & CO | 5,626 | $1.6B | 0.03% | |
| 173 | ORCLORACLE CORP | 17,243 | $1.5B | 0.03% | |
| 174 | MOALTRIA GROUP INC | 31,624 | $1.5B | 0.03% | |
| 175 | BMYBRISTOL-MYERS SQUIBB CO | 23,971 | $1.5B | 0.03% | |
| 176 | COINCOINBASE GLOBAL INC | 5,888 | $1.5B | 0.03% | |
| 177 | TFISPDR SER TR | 28,706 | $1.5B | 0.03% | |
| 178 | ADBEADOBE SYSTEMS INCORPORATED | 2,587 | $1.5B | 0.03% | |
| 179 | ARCCARES CAPITAL CORP | 69,011 | $1.5B | 0.03% | |
| 180 | BOTZGLOBAL X FDS | 40,431 | $1.5B | 0.03% | |
| 181 | BNDXVANGUARD CHARLOTTE FDS | 26,189 | $1.4B | 0.03% | |
| 182 | LOWLOWES COS INC | 5,565 | $1.4B | 0.03% | |
| 183 | UPSUNITED PARCEL SERVICE INC | 6,576 | $1.4B | 0.03% | |
| 184 | VOTVANGUARD INDEX FDS | 5,484 | $1.4B | 0.03% | |
| 185 | MECMAYVILLE ENGR CO INC | 93,615 | $1.4B | 0.03% | |
| 186 | DWDMORGAN STANLEY | 14,036 | $1.4B | 0.03% | |
| 187 | ESGUISHARES TR | 12,759 | $1.4B | 0.03% | |
| 188 | TMOTHERMO FISHER SCIENTIFIC INC | 2,022 | $1.3B | 0.03% | |
| 189 | AONAON PLC | 4,480 | $1.3B | 0.03% | |
| 190 | HEESEURH & E EQUIPMENT SERVICES INC | 30,406 | $1.3B | 0.03% | |
| 191 | AMGNAMGEN INC | 5,853 | $1.3B | 0.03% | |
| 192 | SYKSTRYKER CORPORATION | 4,923 | $1.3B | 0.03% | |
| 193 | FNDBSCHWAB STRATEGIC TR | 22,615 | $1.3B | 0.03% | |
| 194 | —LABORATORY CORP AMER HLDGS | 4,151 | $1.3B | 0.03% | |
| 195 | EGBNEAGLE BANCORP INC MD | 22,166 | $1.3B | 0.03% | |
| 196 | DUKDUKE ENERGY CORP NEW | 12,286 | $1.3B | 0.03% | |
| 197 | SD2SANDY SPRING BANCORP INC | 26,556 | $1.3B | 0.03% | |
| 198 | CSXCSX CORP | 33,930 | $1.3B | 0.03% | |
| 199 | GWWGRAINGER W W INC | 2,448 | $1.3B | 0.03% | |
| 200 | BABOEING CO | 6,287 | $1.3B | 0.03% |