Wealthspire Retirement, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$1.3T
Holdings
277
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (277 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | BTEBAYTEX ENERGY CORP | 179,545 | $400.4M | 0.03% | |
| 202 | MUBISHARES TR | 3,765 | $397.0M | 0.03% | |
| 203 | TFCTRUIST FINL CORP | 9,609 | $395.4M | 0.03% | |
| 204 | BSCRINVESCO EXCH TRD SLF IDX FD | 20,073 | $393.2M | 0.03% | |
| 205 | AVGOBROADCOM INC | 2,334 | $390.9M | 0.03% | |
| 206 | ABTABBOTT LABS | 2,835 | $376.0M | 0.03% | |
| 207 | IUSBISHARES TR | 8,133 | $374.8M | 0.03% | |
| 208 | CSCOCISCO SYS INC | 6,011 | $370.9M | 0.03% | |
| 209 | MLB1MERCADOLIBRE INC | 185 | $360.9M | 0.03% | |
| 210 | BABOEING CO | 2,115 | $360.7M | 0.03% | |
| 211 | IMCBISHARES TR | 4,803 | $355.9M | 0.03% | |
| 212 | 016VEREN INC | 53,500 | $354.2M | 0.03% | |
| 213 | FSCOFS CREDIT OPPORTUNITIES CORP | 49,937 | $352.1M | 0.03% | |
| 214 | PLTRPALANTIR TECHNOLOGIES INC | 4,169 | $351.8M | 0.03% | |
| 215 | SHOPSHOPIFY INC | 3,682 | $351.6M | 0.03% | |
| 216 | IWRISHARES TR | 4,118 | $350.4M | 0.03% | |
| 217 | ACMAECOM | 3,700 | $343.1M | 0.03% | |
| 218 | KAPRINNOVATOR ETFS TRUST | 11,049 | $340.9M | 0.03% | |
| 219 | MCDMCDONALDS CORP | 1,091 | $340.8M | 0.03% | |
| 220 | CATCATERPILLAR INC | 1,011 | $333.5M | 0.03% | |
| 221 | RTXRTX CORPORATION | 2,512 | $332.7M | 0.03% | |
| 222 | FNOVFIRST TR EXCHNG TRADED FD VI | 7,084 | $330.6M | 0.03% | |
| 223 | PPAINVESCO EXCHANGE TRADED FD T | 2,836 | $330.5M | 0.03% | |
| 224 | VAWVANGUARD WORLD FD | 1,747 | $329.9M | 0.03% | |
| 225 | CITHE CIGNA GROUP | 975 | $320.8M | 0.03% | |
| 226 | PGRPROGRESSIVE CORP | 1,085 | $307.1M | 0.02% | |
| 227 | DOCHEALTHPEAK PROPERTIES INC | 15,162 | $306.6M | 0.02% | |
| 228 | VVISA INC | 854 | $299.4M | 0.02% | |
| 229 | QCOMQUALCOMM INC | 1,945 | $298.8M | 0.02% | |
| 230 | CRMSALESFORCE INC | 1,111 | $298.1M | 0.02% | |
| 231 | MOALTRIA GROUP INC | 4,796 | $287.9M | 0.02% | |
| 232 | LOWLOWES COS INC | 1,233 | $287.5M | 0.02% | |
| 233 | USBUS BANCORP DEL | 6,735 | $284.4M | 0.02% | |
| 234 | ROPROPER TECHNOLOGIES INC | 480 | $283.0M | 0.02% | |
| 235 | MMM3M CO | 1,898 | $278.7M | 0.02% | |
| 236 | AVUVAMERICAN CENTY ETF TR | 3,186 | $277.7M | 0.02% | |
| 237 | CMFISHARES TR | 4,838 | $272.3M | 0.02% | |
| 238 | UNPUNION PAC CORP | 1,146 | $270.8M | 0.02% | |
| 239 | APHAMPHENOL CORP NEW | 4,122 | $270.4M | 0.02% | |
| 240 | ADBEADOBE INC | 693 | $265.7M | 0.02% | |
| 241 | PYPRINCIPAL EXCHANGE TRADED FD | 5,360 | $263.0M | 0.02% | |
| 242 | ZIONZIONS BANCORPORATION N A | 5,254 | $261.9M | 0.02% | |
| 243 | VOTVANGUARD INDEX FDS | 1,048 | $256.4M | 0.02% | |
| 244 | JULDINNOVATOR ETFS TRUST | 10,344 | $255.8M | 0.02% | |
| 245 | SPHYSPDR SER TR | 10,609 | $248.5M | 0.02% | |
| 246 | BIVVANGUARD BD INDEX FDS | 3,236 | $247.8M | 0.02% | |
| 247 | ORCLORACLE CORP | 1,762 | $246.3M | 0.02% | |
| 248 | IWMISHARES TR | 1,218 | $243.0M | 0.02% | |
| 249 | SCHHSCHWAB STRATEGIC TR | 11,243 | $241.8M | 0.02% | |
| 250 | DYHTARGET CORP | 2,280 | $237.9M | 0.02% | |
| 251 | UBERUBER TECHNOLOGIES INC | 3,214 | $234.1M | 0.02% | |
| 252 | SYKSTRYKER CORPORATION | 622 | $231.7M | 0.02% | |
| 253 | GEGE AEROSPACE | 1,141 | $228.5M | 0.02% | |
| 254 | FSKFS KKR CAP CORP | 10,795 | $226.2M | 0.02% | |
| 255 | SLBSCHLUMBERGER LTD | 5,400 | $225.7M | 0.02% | |
| 256 | IWPISHARES TR | 1,890 | $222.1M | 0.02% | |
| 257 | DHRDANAHER CORPORATION | 1,076 | $220.6M | 0.02% | |
| 258 | IWSISHARES TR | 1,709 | $215.3M | 0.02% | |
| 259 | FFORD MTR CO | 21,432 | $215.0M | 0.02% | |
| 260 | AGFIRST MAJESTIC SILVER CORP | 32,000 | $214.1M | 0.02% | |
| 261 | VOOGVANGUARD ADMIRAL FDS INC | 639 | $213.7M | 0.02% | |
| 262 | SPYDSPDR SER TR | 4,797 | $212.3M | 0.02% | |
| 263 | FDXFEDEX CORP | 867 | $211.4M | 0.02% | |
| 264 | MCKMCKESSON CORP | 306 | $205.9M | 0.02% | |
| 265 | LINLINDE PLC | 441 | $205.5M | 0.02% | |
| 266 | AEGAEGON LTD | 27,938 | $184.1M | 0.01% | |
| 267 | SBCSABRA HEALTH CARE REIT INC | 10,447 | $182.5M | 0.01% | |
| 268 | HLHECLA MNG CO | 27,500 | $152.9M | 0.01% | |
| 269 | ORCORCHID IS CAP INC | 17,336 | $130.4M | 0.01% | |
| 270 | DMLDENISON MINES CORP | 83,000 | $107.9M | 0.01% | |
| 271 | DOMODOMO INC | 10,000 | $77.6M | 0.01% | |
| 272 | SBSWSIBANYE STILLWATER LTD | 16,500 | $75.6M | 0.01% | |
| 273 | RXRXRECURSION PHARMACEUTICALS IN | 13,254 | $70.1M | 0.01% | |
| 274 | EUENCORE ENERGY CORP | 38,000 | $52.1M | 0.00% | |
| 275 | SABRSABRE CORP | 18,245 | $51.3M | 0.00% | |
| 276 | EFRENERGY FUELS INC | 12,000 | $44.8M | 0.00% | |
| 277 | VEEETWIN VEE POWERCATS CO | 56,872 | $19.0M | 0.00% |
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