Wealthspire Advisors, LLC Q4 2023 Filing
Filed February 7, 2024
Portfolio Value
$7.0B
Holdings
644
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (644 positions)
| Stock | Value |
|---|---|
SPGIS&P GLOBAL INC | $330K |
XENWXEATON VANCE NEW YORK MUN BD | $330K |
CIIBLACKROCK ENHANCD CAP & INM | $327K |
MNSTMONSTER BEVERAGE CORP NEW | $327K |
NVSNNOVARTIS AG | $326K |
CHDCHURCH & DWIGHT CO INC | $325K |
DCIDONALDSON INC | $324K |
JPINJ P MORGAN EXCHANGE TRADED F | $320K |
LBRDKLIBERTY BROADBAND CORP | $320K |
IYJISHARES TR | $319K |
CLCOLGATE PALMOLIVE CO | $315K |
BAXBAXTER INTL INC | $313K |
MGKVANGUARD WORLD FD | $313K |
VCITVANGUARD SCOTTSDALE FDS | $313K |
DHID R HORTON INC | $312K |
UBSIUNITED BANKSHARES INC WEST V | $307K |
APHAMPHENOL CORP NEW | $306K |
IPGINTERPUBLIC GROUP COS INC | $306K |
PSAPUBLIC STORAGE | $305K |
PHPNGALECTIN THERAPEUTICS INC | $305K |
CTVACORTEVA INC | $304K |
DFATDIMENSIONAL ETF TRUST | $303K |
SIRIEURSIRIUS XM HOLDINGS INC | $302K |
XLFISELECT SECTOR SPDR TR | $302K |
MRNAMODERNA INC | $301K |
PRUPRUDENTIAL FINL INC | $301K |
APDAIR PRODS & CHEMS INC | $301K |
DKSDICKS SPORTING GOODS INC | $294K |
KLACKLA CORP | $294K |
SLBSCHLUMBERGER LTD | $291K |
IXNISHARES TR | $290K |
ONON SEMICONDUCTOR CORP | $289K |
LITGLOBAL X FDS | $288K |
MUSAMURPHY USA INC | $287K |
CWENCLEARWAY ENERGY INC | $287K |
LLOEWS CORP | $286K |
IBDQISHARES TR | $285K |
FISFIDELITY NATL INFORMATION SV | $283K |
AUIDAUTHID INC | $282K |
ECORELECTROCORE INC | $282K |
SHOPSHOPIFY INC | $277K |
BSXBOSTON SCIENTIFIC CORP | $275K |
UTGREAVES UTIL INCOME FD | $273K |
PLXSPLEXUS CORP | $273K |
—E-HOME HOUSEHOLD SVC HLDGS L | $273K |
VTWOVANGUARD SCOTTSDALE FDS | $272K |
WSBCWESBANCO INC | $272K |
IGMISHARES TR | $268K |
PRFINVESCO EXCHANGE TRADED FD T | $268K |
MSCIMSCI INC | $267K |
FANGDIAMONDBACK ENERGY INC | $265K |
ATROASTRONICS CORP | $265K |
RCLROYAL CARIBBEAN GROUP | $264K |
KMXCARMAX INC | $264K |
AOAISHARES TR | $263K |
WBDWARNER BROS DISCOVERY INC | $262K |
FNBF N B CORP | $262K |
CITCINTAS CORP | $261K |
JCIJOHNSON CTLS INTL PLC | $259K |
PLDPROLOGIS INC. | $258K |
IYRISHARES TR | $258K |
MUMICRON TECHNOLOGY INC | $256K |
AWCAMERICAN WTR WKS CO INC NEW | $256K |
CRWDCROWDSTRIKE HLDGS INC | $254K |
IEVISHARES TR | $254K |
PRFZINVESCO EXCHANGE TRADED FD T | $250K |
ICUIICU MED INC | $249K |
NRKNUVEEN NEW YORK AMT QLT MUNI | $248K |
GAMEGAMESQUARE HLDGS INC | $244K |
AOSSMITH A O CORP | $244K |
TIOGTINGO GROUP INC | $243K |
ZZILLOW GROUP INC | $238K |
MCXMCCORMICK & CO INC | $237K |
SAICSCIENCE APPLICATIONS INTL CO | $234K |
GBDCGOLUB CAP BDC INC | $234K |
LNGCHENIERE ENERGY INC | $234K |
XELXCEL ENERGY INC | $231K |
BABAALIBABA GROUP HLDG LTD | $231K |
RWOSPDR INDEX SHS FDS | $230K |
CECELANESE CORP DEL | $230K |
AMEAMETEK INC | $230K |
NTAPNETAPP INC | $229K |
GMGENERAL MTRS CO | $228K |
AKXANSYS INC | $226K |
RRNRED ROBIN GOURMET BURGERS IN | $225K |
TRVCCITIGROUP INC | $225K |
CCLCARNIVAL CORP | $225K |
FWONALIBERTY MEDIA CORP DEL | $224K |
SWKSTANLEY BLACK & DECKER INC | $223K |
ACHRARCHER AVIATION INC | $223K |
ENPHENPHASE ENERGY INC | $221K |
BRBROADRIDGE FINL SOLUTIONS IN | $220K |
XLBSELECT SECTOR SPDR TR | $219K |
AMXAMERICA MOVIL SAB DE CV | $218K |
CNPCENTERPOINT ENERGY INC | $218K |
IHIISHARES TR | $218K |
IDUISHARES TR | $217K |
FRTFEDERAL RLTY INVT TR NEW | $215K |
FDLFIRST TR MORNINGSTAR DIVID L | $215K |
HIGHARTFORD FINL SVCS GROUP INC | $215K |