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 |
|---|---|---|---|---|---|
| 601 | DISVDIMENSIONAL ETF TRUST | 13,574 | $360.7M | 3.58% | |
| 602 | DFISDIMENSIONAL ETF TRUST | 14,640 | $359.5M | 3.57% | |
| 603 | PNQIPowershares Nasdaq Internet | 7,680 | $358.6M | 3.56% | |
| 604 | SIRISIRIUSXM HOLDINGS INC | 15,686 | $357.6M | 3.55% | |
| 605 | SIXGETF SER SOLUTIONS | 7,505 | $357.6M | 3.55% | |
| 606 | SAPSAP SE | 1,449 | $356.7M | 3.54% | |
| 607 | PLXSPLEXUS CORP | 2,279 | $356.6M | 3.54% | |
| 608 | AVYAVERY DENNISON CORP | 1,905 | $356.5M | 3.54% | |
| 609 | CDNSCADENCE DESIGN SYSTEM INC | 1,181 | $354.9M | 3.53% | |
| 610 | RPVINVESCO EXCHANGE TRADED FD T | 3,914 | $353.1M | 3.51% | |
| 611 | IYEISHARES TR | 7,724 | $352.0M | 3.50% | |
| 612 | BNDWVANGUARD SCOTTSDALE FDS | 5,144 | $350.8M | 3.49% | |
| 613 | SSOPROSHARES TR | 3,771 | $348.9M | 3.47% | |
| 614 | TIPISHARES TR | 3,270 | $348.4M | 3.46% | |
| 615 | ATROASTRONICS CORP | 21,789 | $347.8M | 3.46% | |
| 616 | IBDRISHARES TR | 14,305 | $344.3M | 3.42% | |
| 617 | DDDUPONT DE NEMOURS INC | 4,507 | $343.6M | 3.42% | |
| 618 | OXYOCCIDENTAL PETE CORP | 6,944 | $343.1M | 3.41% | |
| 619 | ESEVERSOURCE ENERGY | 5,950 | $341.7M | 3.40% | |
| 620 | BBAXJ P MORGAN EXCHANGE TRADED F | 7,000 | $341.3M | 3.39% | |
| 621 | LBRDKLIBERTY BROADBAND CORP | 4,543 | $339.6M | 3.38% | |
| 622 | SLVISHARES SILVER TR | 12,880 | $339.1M | 3.37% | |
| 623 | MTRNMATERION CORP | 3,425 | $338.7M | 3.37% | |
| 624 | STXSEAGATE TECHNOLOGY HLDNGS PL | 3,894 | $336.1M | 3.34% | |
| 625 | IDGTISHARES TR | 4,168 | $335.7M | 3.34% | |
| 626 | AMEAMETEK INC | 1,858 | $335.0M | 3.33% | |
| 627 | VOXVANGUARD WORLD FD | 2,151 | $333.3M | 3.31% | |
| 628 | BPBP PLC | 11,159 | $329.9M | 3.28% | |
| 629 | EUSAISHARES INC | 3,454 | $329.4M | 3.27% | |
| 630 | FRTFEDERAL RLTY INVT TR NEW | 2,940 | $329.1M | 3.27% | |
| 631 | IEURISHARES TR | 6,045 | $326.3M | 3.24% | |
| 632 | RDDTREDDIT INC | 1,994 | $325.9M | 3.24% | |
| 633 | VISTVISTA ENERGY S.A.B. DE C.V. | 6,000 | $324.7M | 3.23% | |
| 634 | LLOEWS CORP | 3,793 | $321.2M | 3.19% | |
| 635 | ADCAGREE RLTY CORP | 4,548 | $320.4M | 3.18% | |
| 636 | IDAIDACORP INC | 2,896 | $316.5M | 3.15% | |
| 637 | MUSAMURPHY USA INC | 627 | $314.6M | 3.13% | |
| 638 | UBSIUNITED BANKSHARES INC WEST V | 8,345 | $313.9M | 3.12% | |
| 639 | CARRCARRIER GLOBAL CORPORATION | 4,473 | $305.3M | 3.03% | |
| 640 | HIGHARTFORD FINL SVCS GROUP INC | 2,789 | $305.2M | 3.03% | |
| 641 | USRTiShares Core US REIT ETF | 5,290 | $303.2M | 3.01% | |
| 642 | VRTXVERTEX PHARMACEUTICALS INC | 749 | $301.6M | 3.00% | |
| 643 | KVYOKLAVIYO INC | 7,285 | $300.4M | 2.99% | |
| 644 | ENBENBRIDGE INC | 7,065 | $299.8M | 2.98% | |
| 645 | IDUISHARES TR | 3,095 | $297.8M | 2.96% | |
| 646 | GBDCGOLUB CAP BDC INC | 19,512 | $295.8M | 2.94% | |
| 647 | RWRSPDR Dow Jones REIT | 2,983 | $294.8M | 2.93% | |
| 648 | PEJINVESCO EXCHANGE TRADED FD T | 5,618 | $293.2M | 2.91% | |
| 649 | DHID R HORTON INC | 2,093 | $292.6M | 2.91% | |
| 650 | IBDQISHARES TR | 11,545 | $289.2M | 2.87% | |
| 651 | EGHT8X8 INC NEW | 108,183 | $288.8M | 2.87% | |
| 652 | FNBF N B CORP | 19,400 | $286.7M | 2.85% | |
| 653 | LOARLOAR HOLDINGS INC | 3,878 | $286.6M | 2.85% | |
| 654 | BFINUSDBANKFINANCIAL CORP | 22,500 | $285.6M | 2.84% | |
| 655 | VTWOVANGUARD SCOTTSDALE FDS | 3,160 | $282.3M | 2.81% | |
| 656 | CNPCENTERPOINT ENERGY INC | 8,877 | $281.7M | 2.80% | |
| 657 | XELXCEL ENERGY INC | 4,152 | $280.3M | 2.79% | |
| 658 | COINCOINBASE GLOBAL INC | 1,129 | $280.3M | 2.79% | |
| 659 | SWSMURFIT WESTROCK PLC | 5,204 | $280.3M | 2.79% | |
| 660 | GLTRABRDN PRECIOUS METALS BASKET | 2,552 | $280.2M | 2.78% | |
| 661 | CBRECBRE GROUP INC | 2,124 | $278.9M | 2.77% | |
| 662 | CCLCARNIVAL CORP | 11,132 | $277.4M | 2.76% | |
| 663 | DELLDELL TECHNOLOGIES INC | 2,396 | $276.1M | 2.74% | |
| 664 | NVSNNOVARTIS AG | 2,810 | $273.5M | 2.72% | |
| 665 | SNPSSYNOPSYS INC | 562 | $272.8M | 2.71% | |
| 666 | SHVISHARES TR | 2,464 | $271.3M | 2.70% | |
| 667 | FANGDIAMONDBACK ENERGY INC | 1,649 | $270.2M | 2.68% | |
| 668 | OGEOGE ENERGY CORP | 6,530 | $269.4M | 2.68% | |
| 669 | EVREVERCORE INC | 963 | $266.9M | 2.65% | |
| 670 | JPINJ P MORGAN EXCHANGE TRADED F | 4,977 | $266.6M | 2.65% | |
| 671 | LECOLINCOLN ELEC HLDGS INC | 1,409 | $264.1M | 2.63% | |
| 672 | AORiShares Core Growth | 4,590 | $263.1M | 2.61% | |
| 673 | DTMDT MIDSTREAM INC | 2,645 | $263.0M | 2.61% | |
| 674 | BIIBBIOGEN INC | 1,712 | $261.8M | 2.60% | |
| 675 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,419 | $261.2M | 2.60% | |
| 676 | PEGPUBLIC SVC ENTERPRISE GRP IN | 3,068 | $259.2M | 2.58% | |
| 677 | ONTOONTO INNOVATION INC | 1,549 | $258.2M | 2.57% | |
| 678 | PSAPUBLIC STORAGE OPER CO | 861 | $257.8M | 2.56% | |
| 679 | SPDWSPDR INDEX SHS FDS | 7,536 | $257.2M | 2.56% | |
| 680 | LNGCHENIERE ENERGY INC | 1,186 | $254.8M | 2.53% | |
| 681 | LHXL3HARRIS TECHNOLOGIES INC | 1,205 | $253.4M | 2.52% | |
| 682 | DLSWisdomTree International Small Cap | 4,001 | $251.9M | 2.50% | |
| 683 | VISVANGUARD WORLD FD | 987 | $251.1M | 2.50% | |
| 684 | RSRELIANCE INC | 931 | $250.8M | 2.49% | |
| 685 | JCIJOHNSON CTLS INTL PLC | 3,174 | $250.5M | 2.49% | |
| 686 | CALFPACER FDS TR | 5,688 | $250.3M | 2.49% | |
| 687 | FLJPFRANKLIN TEMPLETON ETF TR | 8,730 | $249.8M | 2.48% | |
| 688 | RSPTINVESCO EXCHANGE TRADED FD T | 6,653 | $249.0M | 2.47% | |
| 689 | GILDGILEAD SCIENCES INC | 2,686 | $248.1M | 2.47% | |
| 690 | NRKNUVEEN NEW YORK AMT QLT MUNI | 23,636 | $247.2M | 2.46% | |
| 691 | TLTISHARES TR | 2,810 | $245.4M | 2.44% | |
| 692 | GMGENERAL MTRS CO | 4,600 | $245.0M | 2.44% | |
| 693 | WDAYWORKDAY INC | 946 | $244.1M | 2.43% | |
| 694 | ARKKARK ETF TR | 4,279 | $242.9M | 2.41% | |
| 695 | CEVEATON VANCE CALIF MUN INCOM | 24,196 | $242.9M | 2.41% | |
| 696 | SEESEALED AIR CORP NEW | 7,172 | $242.6M | 2.41% | |
| 697 | FDLFIRST TR MORNINGSTAR DIVID L | 6,000 | $241.6M | 2.40% | |
| 698 | SMHVANECK ETF TRUST | 994 | $240.7M | 2.39% | |
| 699 | SPXLDIREXION SHS ETF TR | 1,421 | $239.7M | 2.38% | |
| 700 | EPACENERPAC TOOL GROUP CORP | 5,790 | $237.9M | 2.36% |