Wealthspire Advisors, LLC Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$10.1B
Holdings
792
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (792 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | TMUST-MOBILE US INC | 12,813 | $2.8B | 28.11% | |
| 202 | GSGOLDMAN SACHS GROUP INC | 4,932 | $2.8B | 28.07% | |
| 203 | OUSMALPS ETF TR | 64,351 | $2.8B | 27.96% | |
| 204 | GBILGOLDMAN SACHS ETF TR | 28,128 | $2.8B | 27.93% | |
| 205 | XLFFinancial Select Sector SPDR ETF | 57,751 | $2.8B | 27.74% | |
| 206 | RSPINVESCO EXCHANGE TRADED FD T | 15,896 | $2.8B | 27.68% | |
| 207 | BBEUJ P MORGAN EXCHANGE TRADED F | 50,113 | $2.8B | 27.60% | |
| 208 | VPUVANGUARD WORLD FD | 16,470 | $2.7B | 26.75% | |
| 209 | DCORDIMENSIONAL ETF TRUST | 41,166 | $2.6B | 26.25% | |
| 210 | CRMSALESFORCE INC | 7,898 | $2.6B | 26.24% | |
| 211 | BABOEING CO | 14,833 | $2.6B | 26.09% | |
| 212 | FISVFISERV INC | 12,721 | $2.6B | 25.97% | |
| 213 | DUKDUKE ENERGY CORP NEW | 24,138 | $2.6B | 25.85% | |
| 214 | SCHGSCHWAB STRATEGIC TR | 92,850 | $2.6B | 25.72% | |
| 215 | AALAMERICAN AIRLS GROUP INC | 147,547 | $2.6B | 25.56% | |
| 216 | FICOFAIR ISAAC CORP | 1,291 | $2.6B | 25.54% | |
| 217 | IBTGISHARES TR | 112,554 | $2.6B | 25.52% | |
| 218 | IYWISHARES TR | 16,088 | $2.6B | 25.51% | |
| 219 | ETENERGY TRANSFER L P | 130,202 | $2.6B | 25.35% | |
| 220 | FNDXSCHWAB STRATEGIC TR | 106,633 | $2.5B | 25.10% | |
| 221 | TAT&T INC | 110,180 | $2.5B | 24.93% | |
| 222 | PANWPALO ALTO NETWORKS INC | 13,742 | $2.5B | 24.85% | |
| 223 | SPYDSPDR SER TR | 57,674 | $2.5B | 24.79% | |
| 224 | DALDELTA AIR LINES INC DEL | 40,788 | $2.5B | 24.53% | |
| 225 | CMCSAComcast Corp A | 64,728 | $2.4B | 24.14% | |
| 226 | SPYVSPDR SER TR | 47,282 | $2.4B | 24.03% | |
| 227 | JQUAJ P MORGAN EXCHANGE TRADED F | 41,959 | $2.4B | 23.88% | |
| 228 | NOWSERVICENOW INC | 2,258 | $2.4B | 23.79% | |
| 229 | SCHZSCHWAB STRATEGIC TR | 105,273 | $2.4B | 23.75% | |
| 230 | IQLTISHARES TR | 61,246 | $2.3B | 22.59% | |
| 231 | DLNWisdomtree Large Cap Div | 29,032 | $2.3B | 22.45% | |
| 232 | JSMDJANUS DETROIT STR TR | 29,753 | $2.2B | 22.20% | |
| 233 | CBNKCAPITAL BANCORP INC MD | 78,172 | $2.2B | 22.14% | |
| 234 | SYKStryker Corp | 6,140 | $2.2B | 21.97% | |
| 235 | WDIVSPDR INDEX SHS FDS | 35,385 | $2.2B | 21.84% | |
| 236 | AMGNAMGEN INC | 8,341 | $2.2B | 21.61% | |
| 237 | SOXXISHARES TR | 9,987 | $2.2B | 21.39% | |
| 238 | ABNBAIRBNB INC | 16,253 | $2.1B | 21.23% | |
| 239 | FASTFASTENAL CO | 29,687 | $2.1B | 21.22% | |
| 240 | IJKiShares S&P 400 Growth | 23,133 | $2.1B | 20.91% | |
| 241 | DFSIDIMENSIONAL ETF TRUST | 63,196 | $2.1B | 20.63% | |
| 242 | IWSiShares Russell Midcap Value | 16,011 | $2.1B | 20.58% | |
| 243 | USBUS Bancorp | 43,000 | $2.1B | 20.44% | |
| 244 | NOCNORTHROP GRUMMAN CORP | 4,337 | $2.0B | 20.23% | |
| 245 | DONWISDOMTREE TR | 39,725 | $2.0B | 20.12% | |
| 246 | DGROISHARES TR | 32,748 | $2.0B | 19.96% | |
| 247 | MMSMAXIMUS INC | 26,682 | $2.0B | 19.80% | |
| 248 | RTXRTX CORPORATION | 17,067 | $2.0B | 19.63% | |
| 249 | FLTRVANECK ETF TRUST | 77,600 | $2.0B | 19.63% | |
| 250 | CATCATERPILLAR INC | 5,442 | $2.0B | 19.62% | |
| 251 | LOWLowes Companies Inc | 7,984 | $2.0B | 19.58% | |
| 252 | MGKVANGUARD WORLD FD | 5,693 | $2.0B | 19.43% | |
| 253 | SHYDVANECK ETF TRUST | 84,675 | $1.9B | 18.92% | |
| 254 | QCOMQUALCOMM INC | 12,319 | $1.9B | 18.81% | |
| 255 | DBDEUTSCHE BANK A G | 110,330 | $1.9B | 18.70% | |
| 256 | MTDMETTLER TOLEDO INTERNATIONAL | 1,518 | $1.9B | 18.46% | |
| 257 | OEFiShares S&P 100 Index | 6,428 | $1.9B | 18.45% | |
| 258 | DOWDOW INC | 46,243 | $1.9B | 18.44% | |
| 259 | RDIVINVESCO EXCH TRADED FD TR II | 38,403 | $1.9B | 18.42% | |
| 260 | PXFINVESCO EXCH TRADED FD TR II | 38,539 | $1.8B | 18.34% | |
| 261 | PAYXPAYCHEX INC | 13,099 | $1.8B | 18.25% | |
| 262 | TJXTJX COS INC NEW | 14,993 | $1.8B | 18.00% | |
| 263 | WMBWILLIAMS COS INC | 32,943 | $1.8B | 17.72% | |
| 264 | ISTBISHARES TR | 37,093 | $1.8B | 17.61% | |
| 265 | BDXBECTON DICKINSON & CO | 7,783 | $1.8B | 17.55% | |
| 266 | HEESEURH & E EQUIPMENT SERVICES INC | 35,966 | $1.8B | 17.50% | |
| 267 | EMREMERSON ELEC CO | 13,891 | $1.7B | 17.11% | |
| 268 | ADBEADOBE INC | 3,805 | $1.7B | 16.82% | |
| 269 | HONHONEYWELL INTL INC | 7,474 | $1.7B | 16.78% | |
| 270 | SOSOUTHERN CO | 20,223 | $1.7B | 16.55% | |
| 271 | SHWSHERWIN WILLIAMS CO | 4,881 | $1.7B | 16.49% | |
| 272 | WFCWells Fargo & Co | 23,611 | $1.7B | 16.48% | |
| 273 | BNDXVANGUARD CHARLOTTE FDS | 33,689 | $1.7B | 16.42% | |
| 274 | FNDBSCHWAB STRATEGIC TR | 70,740 | $1.6B | 16.35% | |
| 275 | IDXXIDEXX LABS INC | 3,979 | $1.6B | 16.35% | |
| 276 | GEVGE VERNOVA INC | 4,989 | $1.6B | 16.31% | |
| 277 | EFGISHARES TR | 16,798 | $1.6B | 16.17% | |
| 278 | BMYBRISTOL-MYERS SQUIBB CO | 28,679 | $1.6B | 16.12% | |
| 279 | DYHTARGET CORP | 11,997 | $1.6B | 16.12% | |
| 280 | IAU*ISHARES GOLD TR | 32,691 | $1.6B | 16.09% | |
| 281 | DOVDOVER CORP | 8,579 | $1.6B | 16.00% | |
| 282 | AMATAPPLIED MATLS INC | 9,802 | $1.6B | 15.84% | |
| 283 | PGRPROGRESSIVE CORP | 6,582 | $1.6B | 15.67% | |
| 284 | UBERUBER TECHNOLOGIES INC | 26,031 | $1.6B | 15.61% | |
| 285 | IJSISHARES TR | 14,429 | $1.6B | 15.58% | |
| 286 | IBBISHARES TR | 11,840 | $1.6B | 15.56% | |
| 287 | SHOPSHOPIFY INC | 14,677 | $1.6B | 15.51% | |
| 288 | VONGVANGUARD SCOTTSDALE FDS | 14,959 | $1.5B | 15.36% | |
| 289 | VONVVANGUARD SCOTTSDALE FDS | 18,964 | $1.5B | 15.31% | |
| 290 | PAAPLAINS ALL AMERN PIPELINE L | 90,000 | $1.5B | 15.28% | |
| 291 | MECMAYVILLE ENGR CO INC | 95,415 | $1.5B | 14.91% | |
| 292 | DFCFDimensional Core Fixed Income ETF | 36,021 | $1.5B | 14.77% | |
| 293 | FDXFEDEX CORP | 5,278 | $1.5B | 14.76% | |
| 294 | SNOWSNOWFLAKE INC | 9,562 | $1.5B | 14.67% | |
| 295 | ECLECOLAB INC | 6,291 | $1.5B | 14.65% | |
| 296 | ANETARISTA NETWORKS INC | 13,224 | $1.5B | 14.53% | |
| 297 | TFCTRUIST FINL CORP | 33,603 | $1.5B | 14.49% | |
| 298 | VONEVANGUARD SCOTTSDALE FDS | 5,414 | $1.4B | 14.35% | |
| 299 | LMTLOCKHEED MARTIN CORP | 2,961 | $1.4B | 14.30% | |
| 300 | INTUINTUIT | 2,277 | $1.4B | 14.22% |