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 |
|---|---|---|---|---|---|
| 301 | EFViShares MSCI EAFE Value ETF | 27,164 | $1.4B | 14.17% | |
| 302 | TILTFlexShares Morningstar U.S. Market Factors Tilt ETF | 6,592 | $1.4B | 14.15% | |
| 303 | MMM3M CO | 11,020 | $1.4B | 14.14% | |
| 304 | AEPAMERICAN ELEC PWR CO INC | 15,364 | $1.4B | 14.08% | |
| 305 | TROWPRICE T ROWE GROUP INC | 12,505 | $1.4B | 14.05% | |
| 306 | TXNTEXAS INSTRS INC | 7,474 | $1.4B | 13.93% | |
| 307 | SCHOSCHWAB STRATEGIC TR | 57,532 | $1.4B | 13.76% | |
| 308 | NYFISHARES TR | 25,911 | $1.4B | 13.71% | |
| 309 | INFLLISTED FD TR | 35,891 | $1.4B | 13.58% | |
| 310 | XLYConsumer Discret Sel Sect SPDR ETF | 6,034 | $1.4B | 13.45% | |
| 311 | CMFiShares Calif Amt Free | 23,561 | $1.3B | 13.41% | |
| 312 | LINLINDE PLC | 3,209 | $1.3B | 13.35% | |
| 313 | WMWASTE MGMT INC DEL | 6,614 | $1.3B | 13.27% | |
| 314 | AMDADVANCED MICRO DEVICES INC | 11,044 | $1.3B | 13.26% | |
| 315 | PYPLPAYPAL HLDGS INC | 15,544 | $1.3B | 13.19% | |
| 316 | DVYEISHARES INC | 51,328 | $1.3B | 13.18% | |
| 317 | IJTISHARES TR | 9,788 | $1.3B | 13.17% | |
| 318 | PBPROSPERITY BANCSHARES INC | 17,474 | $1.3B | 13.09% | |
| 319 | ATOATMOS ENERGY CORP | 9,399 | $1.3B | 13.01% | |
| 320 | IBTHISHARES TR | 58,189 | $1.3B | 12.84% | |
| 321 | VSECVSE CORP | 13,490 | $1.3B | 12.75% | |
| 322 | PNCPNC FINL SVCS GROUP INC | 6,639 | $1.3B | 12.73% | |
| 323 | NKENIKE INC | 16,900 | $1.3B | 12.71% | |
| 324 | FFORD MTR CO | 128,195 | $1.3B | 12.61% | |
| 325 | MDYVSPDR SER TR | 15,810 | $1.3B | 12.60% | |
| 326 | LRCXLAM RESEARCH CORP | 17,345 | $1.3B | 12.45% | |
| 327 | BOTZGLOBAL X FDS | 39,139 | $1.3B | 12.43% | |
| 328 | COFCAPITAL ONE FINL CORP | 6,999 | $1.2B | 12.40% | |
| 329 | XLRESELECT SECTOR SPDR TR | 30,574 | $1.2B | 12.36% | |
| 330 | SUSLiShares ESG MSCI USA Leaders ETF | 11,988 | $1.2B | 12.28% | |
| 331 | SCHVSCHWAB STRATEGIC TR | 47,097 | $1.2B | 12.20% | |
| 332 | NSCNorfolk Southern Corp | 5,197 | $1.2B | 12.12% | |
| 333 | EVRGEVERGY INC | 19,603 | $1.2B | 11.99% | |
| 334 | AIQGLOBAL X FDS | 31,174 | $1.2B | 11.97% | |
| 335 | VGKVanguard FTSE Europe ETF | 18,893 | $1.2B | 11.92% | |
| 336 | VLOVALERO ENERGY CORP | 9,753 | $1.2B | 11.88% | |
| 337 | AJGArthur J Gallagher & Co | 4,209 | $1.2B | 11.88% | |
| 338 | PSXPHILLIPS 66 | 10,440 | $1.2B | 11.82% | |
| 339 | GAPGAP INC | 50,043 | $1.2B | 11.75% | |
| 340 | RPMRPM INTL INC | 9,542 | $1.2B | 11.67% | |
| 341 | CLCOLGATE PALMOLIVE CO | 12,899 | $1.2B | 11.65% | |
| 342 | DEODIAGEO PLC | 9,159 | $1.2B | 11.57% | |
| 343 | INTCINTEL CORP | 58,029 | $1.2B | 11.56% | |
| 344 | DFSUDIMENSIONAL ETF TRUST | 30,618 | $1.2B | 11.53% | |
| 345 | EZBCFRANKLIN TEMPLETON DIGITAL H | 21,254 | $1.2B | 11.44% | |
| 346 | PFFISHARES TR | 36,460 | $1.1B | 11.39% | |
| 347 | VOOVVANGUARD ADMIRAL FDS INC | 6,185 | $1.1B | 11.34% | |
| 348 | SPSBSPDR SER TR | 38,204 | $1.1B | 11.34% | |
| 349 | BKBANK NEW YORK MELLON CORP | 14,740 | $1.1B | 11.26% | |
| 350 | AFLAFLAC INC | 10,730 | $1.1B | 11.03% | |
| 351 | EPDENTERPRISE PRODS PARTNERS L | 35,336 | $1.1B | 11.01% | |
| 352 | NVONOVO-NORDISK A S | 12,875 | $1.1B | 11.01% | |
| 353 | A4SAMERIPRISE FINL INC | 2,078 | $1.1B | 10.99% | |
| 354 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,588 | $1.1B | 10.97% | |
| 355 | PEOEXELON CORP | 29,109 | $1.1B | 10.89% | |
| 356 | HSICHENRY SCHEIN INC | 15,772 | $1.1B | 10.85% | |
| 357 | MDYGSPDR SER TR | 12,421 | $1.1B | 10.73% | |
| 358 | ADIANALOG DEVICES INC | 5,072 | $1.1B | 10.71% | |
| 359 | LYBLYONDELLBASELL INDUSTRIES N | 14,465 | $1.1B | 10.68% | |
| 360 | VHTVANGUARD WORLD FD | 4,219 | $1.1B | 10.64% | |
| 361 | RJFRAYMOND JAMES FINL INC | 6,812 | $1.1B | 10.52% | |
| 362 | ACWVISHARES INC | 9,627 | $1.1B | 10.45% | |
| 363 | DHRDANAHER CORPORATION | 4,541 | $1.0B | 10.36% | |
| 364 | CBCHUBB LIMITED | 3,741 | $1.0B | 10.27% | |
| 365 | EDCONSOLIDATED EDISON INC | 11,525 | $1.0B | 10.22% | |
| 366 | UYLDANGEL OAK FUNDS TRUST | 20,037 | $1.0B | 10.17% | |
| 367 | ZTSZOETIS INC | 6,265 | $1.0B | 10.15% | |
| 368 | JCPBJ P MORGAN EXCHANGE TRADED F | 22,027 | $1.0B | 10.09% | |
| 369 | RLRALPH LAUREN CORP | 4,368 | $1.0B | 10.03% | |
| 370 | HSYHERSHEY CO | 5,949 | $1.0B | 10.01% | |
| 371 | AZOAUTOZONE INC | 312 | $999.0M | 9.93% | |
| 372 | SHELSHELL PLC | 15,931 | $998.1M | 9.92% | |
| 373 | ACGLARCH CAP GROUP LTD | 10,800 | $997.4M | 9.91% | |
| 374 | GDXVANECK ETF TRUST | 29,295 | $993.4M | 9.87% | |
| 375 | DTEDTE ENERGY CO | 8,031 | $969.7M | 9.64% | |
| 376 | MPCMARATHON PETE CORP | 6,938 | $967.8M | 9.62% | |
| 377 | LQDISHARES TR | 9,043 | $966.2M | 9.60% | |
| 378 | METMETLIFE INC | 11,777 | $964.3M | 9.58% | |
| 379 | SHYiShares 1-3 Year Treasury Bond ETF | 11,718 | $960.6M | 9.55% | |
| 380 | GISGENERAL MLS INC | 14,837 | $946.1M | 9.40% | |
| 381 | OREALTY INCOME CORP | 17,647 | $942.5M | 9.37% | |
| 382 | CSXCSX CORP | 28,948 | $934.1M | 9.28% | |
| 383 | SUSAISHARES TR | 7,606 | $924.8M | 9.19% | |
| 384 | PGXINVESCO EXCH TRADED FD TR II | 79,890 | $921.1M | 9.15% | |
| 385 | MDLZMONDELEZ INTL INC | 15,397 | $919.7M | 9.14% | |
| 386 | TTTRANE TECHNOLOGIES PLC | 2,486 | $918.2M | 9.13% | |
| 387 | BCCCGLOBAL X FDS | 22,611 | $913.7M | 9.08% | |
| 388 | XLIIndustrial Select Sector SPDR ETF | 6,934 | $913.6M | 9.08% | |
| 389 | ELLAUDER ESTEE COS INC | 12,021 | $901.3M | 8.96% | |
| 390 | TFXTELEFLEX INCORPORATED | 5,048 | $898.4M | 8.93% | |
| 391 | WECWEC ENERGY GROUP INC | 9,527 | $895.9M | 8.90% | |
| 392 | LAMRLAMAR ADVERTISING CO NEW | 7,347 | $894.4M | 8.89% | |
| 393 | SPLVINVESCO EXCH TRADED FD TR II | 12,695 | $888.7M | 8.83% | |
| 394 | VTHRVANGUARD SCOTTSDALE FDS | 3,417 | $887.7M | 8.82% | |
| 395 | IEVISHARES TR | 17,024 | $886.3M | 8.81% | |
| 396 | FQIDIGITAL RLTY TR INC | 4,982 | $883.4M | 8.78% | |
| 397 | LHLABCORP HOLDINGS INC | 3,844 | $881.5M | 8.76% | |
| 398 | PHPARKER-HANNIFIN CORP | 1,385 | $880.7M | 8.75% | |
| 399 | TPLTEXAS PACIFIC LAND CORPORATI | 794 | $878.3M | 8.73% | |
| 400 | GPCGENUINE PARTS CO | 7,402 | $864.2M | 8.59% |