Wealthspire Advisors, LLC
CIK Number: 0001646247
Main Sectors:
Top Industries:
Filing Date: May 9, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 649.05 | +1.62% | 5.18M | +102.78% | 2.91B | 486.95 | 17.40% | Share |
| 2 | VOO | Vanguard S&P 50... | 593.75 | +1.62% | 2.35M | +100.73% | 1.21B | 408.65 | 7.22% | Share |
| 3 | VEA | Vanguard Develo... | 59.60 | +1.68% | 22.51M | +110.74% | 1.14B | 47.82 | 6.84% | Share |
| 4 | IJH | iShares Core S&... | 65.37 | +3.03% | 15.48M | +103.50% | 903.26M | 53.7 | 5.40% | Share |
| 5 | SCHD | Schwab U.S. Div... | 27.93 | +1.49% | 29.55M | +95.16% | 826.35M | 25.34 | 4.94% | Share |
| 6 | VXUS | Vanguard Total ... | 72.38 | +1.67% | 10.26M | +113.88% | 636.88M | 59.1 | 3.81% | Share |
| 7 | VTI | Vanguard Total ... | 318.50 | +1.84% | 2.27M | +97.74% | 623.04M | 231.88 | 3.72% | Share |
| 8 | IJR | iShares Core S&... | 118.62 | +3.94% | 3.88M | +105.30% | 406.08M | 99.31 | 2.43% | Share |
| 9 | SCHF | Schwab Internat... | 23.07 | +1.61% | 20.46M | +100.63% | 404.7M | 17.57 | 2.42% | Share |
| 10 | VWO | Vanguard Emergi... | 52.10 | +1.62% | 8.34M | +111.01% | 377.29M | 44.65 | 2.25% | Share |
| 11 | VUG | Vanguard Growth... | 459.44 | +1.83% | 919.56K | +101.42% | 340.99M | 327.17 | 2.04% | Share |
| 12 | SPY | SPDR S&P 500 ET... | 645.83 | +1.62% | 568.88K | -2.94% | 318.24M | 373.15 | 1.90% | Share |
| 13 | VTIP | Vanguard Short-... | 50.49 | +0.37% | 6.12M | +122.68% | 305.61M | 49.11 | 1.83% | Share |
| 14 | VO | Vanguard Mid Ca... | 291.07 | +2.02% | 1.12M | +100.84% | 289.42M | 232.99 | 1.73% | Share |
| 15 | DFAC | Dimensional U.S... | 37.83 | +2.09% | 8.32M | +4.30% | 274.44M | 34.11 | 1.64% | Share |
| 16 | VXF | Vanguard Extend... | 205.57 | +3.42% | 1.58M | +103.04% | 272.69M | 164.31 | 1.63% | Share |
| 17 | VV | Vanguard Large ... | 298.00 | +1.61% | 869.42K | +93.70% | 223.47M | 210.69 | 1.34% | Share |
| 18 | IUSB | iShares Core To... | 46.34 | +0.55% | 4.49M | -0.49% | 206.85M | 47.17 | 1.24% | Share |
| 19 | MSFT | Microsoft Corpo... | 509.40 | +1.02% | 447.89K | +93.18% | 168.13M | 350.73 | 1.00% | Share |
| 20 | VB | Vanguard Small ... | 253.03 | +3.26% | 748.65K | +99.40% | 166.01M | 200.8 | 0.99% | Share |
| 21 | SCHX | Schwab U.S. Lar... | 25.57 | +1.65% | 6.08M | +95.66% | 134.32M | 18.85 | 0.80% | Share |
| 22 | AAPL | Apple Inc. | 228.44 | +1.57% | 601.51K | +30.16% | 133.61M | 172.54 | 0.80% | Share |
| 23 | VEU | Vanguard FTSE A... | 70.39 | +1.66% | 2.06M | +106.87% | 125.05M | 59.05 | 0.75% | Share |
| 24 | AON | Aon plc | 375.37 | +0.03% | 288.13K | -2.94% | 114.99M | 296.88 | 0.69% | Share |
| 25 | VTV | Vanguard Value ... | 183.40 | +1.35% | 647.62K | +90.89% | 111.87M | 148.92 | 0.67% | Share |
| 26 | MUB | iShares Nationa... | 104.30 | +0.37% | 1.03M | +76.88% | 109.05M | 106.97 | 0.65% | Share |
| 27 | BND | Vanguard Total ... | 73.79 | +0.57% | 1.44M | +97.65% | 105.55M | 74.69 | 0.63% | Share |
| 28 | VBK | Vanguard Small ... | 293.17 | +3.22% | 373.03K | +96.26% | 93.92M | 251.87 | 0.56% | Share |
| 29 | EFA | iShares MSCI EA... | 93.28 | +1.55% | 1.12M | +100.70% | 91.86M | 74.23 | 0.55% | Share |
| 30 | IEMG | iShares Core MS... | 62.87 | +1.79% | 1.65M | +1.15% | 89.28M | 47.71 | 0.53% | Share |
| 31 | IWF | iShares Russell... | 446.46 | +1.83% | 220.24K | +84.03% | 79.53M | 302.97 | 0.48% | Share |
| 32 | EMLP | First Trust Nor... | 38.15 | +0.61% | 2.07M | +1.97% | 77.51M | 24.06 | 0.46% | Share |
| 33 | USFR | WisdomTree Floa... | 50.44 | +0.01% | 1.52M | +8.01% | 76.35M | 50.27 | 0.46% | Share |
| 34 | DFAI | Dimensional Int... | 36.22 | +1.57% | 2.24M | +4.79% | 69.91M | 31.19 | 0.42% | Share |
| 35 | VTEB | Vanguard Tax-Ex... | 49.00 | +0.35% | 1.37M | +94.13% | 67.9M | 50.29 | 0.41% | Share |
| 36 | DFAE | Dimensional Eme... | 30.40 | +1.74% | 2.6M | +2.66% | 67.25M | 27.1 | 0.40% | Share |
| 37 | VBR | Vanguard Small ... | 209.42 | +3.29% | 354.26K | +106.16% | 66M | 181.93 | 0.39% | Share |
| 38 | DFGR | Dimensional Glo... | 27.50 | +1.68% | 2.45M | +1.76% | 64.27M | 28.5 | 0.38% | Share |
| 39 | TFLO | iShares Treasur... | 50.60 | +0.02% | 1.27M | +4.02% | 64.14M | 50.52 | 0.38% | Share |
| 40 | IEFA | iShares Core MS... | 87.15 | +1.62% | 841.07K | -2.69% | 63.63M | 60.24 | 0.38% | Share |
| 41 | QQQ | Invesco QQQ Tru... | 573.58 | +1.83% | 132.17K | +0.72% | 61.98M | 402.18 | 0.37% | Share |
| 42 | IXUS | iShares Core MS... | 80.98 | +1.69% | 854.57K | -0.32% | 59.66M | 60.15 | 0.36% | Share |
| 43 | HYDB | iShares High Yi... | 47.53 | +0.72% | 1.24M | +4.69% | 58.58M | 47.75 | 0.35% | Share |
| 44 | VCSH | Vanguard Short-... | 79.77 | +0.33% | 731.75K | +77.28% | 57.76M | 79.16 | 0.35% | Share |
| 45 | SPLG | SPDR Portfolio ... | 75.98 | +1.62% | 838.21K | -2.96% | 55.12M | 46.63 | 0.33% | Share |
| 46 | IWB | iShares Russell... | 355.02 | +1.73% | 173.88K | +81.35% | 53.34M | 288.19 | 0.32% | Share |
| 47 | AGG | iShares Core U.... | 99.41 | +0.56% | 530.68K | +95.18% | 52.49M | 101.12 | 0.31% | Share |
| 48 | SCHE | Schwab Emerging... | 31.86 | +1.58% | 1.89M | +101.39% | 52.14M | 27.43 | 0.31% | Share |
| 49 | NOBL | ProShares S&P 5... | 106.08 | +1.45% | 492.07K | -2.16% | 50.28M | 88.36 | 0.30% | Share |
| 50 | VT | Vanguard Total ... | 134.56 | +1.79% | 416.51K | +111.84% | 48.29M | 101.4 | 0.29% | Share |
| 51 | IVW | iShares S&P 500... | 115.17 | +1.82% | 513.28K | +184.34% | 47.65M | 83.55 | 0.28% | Share |
| 52 | IWM | iShares Russell... | 235.10 | +4.04% | 236.94K | +94.56% | 47.27M | 197.54 | 0.28% | Share |
| 53 | VNQ | Vanguard Real E... | 92.31 | +2.08% | 518.16K | +92.60% | 46.91M | 89.73 | 0.28% | Share |
| 54 | IWD | iShares Russell... | 201.71 | +1.66% | 218.93K | +103.97% | 41.19M | 166.15 | 0.25% | Share |
| 55 | CME | CME Group Inc. | 269.15 | -1.52% | 153.2K | -0.09% | 40.64M | 196.49 | 0.24% | Share |
| 56 | VYM | Vanguard High D... | 139.28 | +1.52% | 273.39K | +92.72% | 35.26M | 115.78 | 0.21% | Share |
| 57 | BRK-B | Berkshire Hatha... | 487.04 | -0.32% | 65.73K | +3.46% | 35.01M | 327.77 | 0.21% | Share |
| 58 | AMZN | Amazon.com, Inc... | 227.69 | +2.59% | 177.08K | -5.22% | 33.69M | 150.28 | 0.20% | Share |
| 59 | IWR | iShares Russell... | 96.28 | +2.41% | 395K | +116.40% | 33.6M | 79.35 | 0.20% | Share |
| 60 | IWP | iShares Russell... | 142.43 | +2.28% | 279.27K | +120.42% | 32.81M | 108.23 | 0.20% | Share |
| 61 | IJJ | iShares S&P Mid... | 130.74 | +3.14% | 265.06K | +123.12% | 31.74M | 113.67 | 0.19% | Share |
| 62 | DFAU | Dimensional US ... | 44.49 | +1.89% | 790.7K | -0.8% | 30.39M | 39.69 | 0.18% | Share |
| 63 | IWV | iShares Russell... | 367.76 | +1.85% | 95.53K | +99.41% | 30.35M | 277.17 | 0.18% | Share |
| 64 | SMMD | iShares Russell... | 72.68 | +3.34% | 481.97K | +2.68% | 30.14M | 55.91 | 0.18% | Share |
| 65 | JNJ | Johnson & Johns... | 177.61 | -0.74% | 181.36K | +100.44% | 30.08M | 164.18 | 0.18% | Share |
| 66 | EAGG | iShares ESG U.S... | 47.63 | +0.54% | 617.53K | +1.64% | 29.32M | 48.57 | 0.18% | Share |
| 67 | GOOG | Alphabet Inc. | 205.38 | +2.37% | 184.65K | +4.77% | 28.85M | 121.78 | 0.17% | Share |
| 68 | VOT | Vanguard Mid-Ca... | 289.49 | +2.11% | 115.95K | +95.22% | 28.37M | 209.4 | 0.17% | Share |
| 69 | QUAL | iShares MSCI US... | 189.54 | +1.60% | 152.4K | +67.02% | 26.04M | 175.78 | 0.16% | Share |
| 70 | SCHP | Schwab U.S. TIP... | 26.85 | +0.65% | 945.96K | +92.89% | 25.44M | 27.56 | 0.15% | Share |
| 71 | ACN | Accenture plc | 260.94 | +2.74% | 80.28K | -7.71% | 25.05M | 346.12 | 0.15% | Share |
| 72 | PG | The Procter & G... | 158.55 | -0.11% | 142.47K | +96.61% | 24.28M | 159.66 | 0.15% | Share |
| 73 | IGF | iShares Global ... | 61.51 | +0.54% | 440.04K | +0.31% | 24.06M | 45.85 | 0.14% | Share |
| 74 | HYD | VanEck High Yie... | 49.40 | +0.54% | 467.95K | +372.54% | 23.95M | 51.58 | 0.14% | Share |
| 75 | SCHB | Schwab U.S. Bro... | 24.95 | +1.77% | 1M | +97.97% | 21.61M | 21.05 | 0.13% | Share |
| 76 | CVX | Chevron Corpora... | 157.40 | +1.19% | 127.02K | +101.22% | 21.25M | 149.46 | 0.13% | Share |
| 77 | NVDA | NVIDIA Corporat... | 178.17 | +1.82% | 195.83K | +11.97% | 21.22M | 72.74 | 0.13% | Share |
| 78 | KO | The Coca-Cola C... | 70.04 | -0.88% | 292.88K | +101.47% | 20.98M | 63.88 | 0.13% | Share |
| 79 | DVY | iShares Select ... | 141.74 | +1.81% | 147.74K | +106.71% | 19.84M | 114.61 | 0.12% | Share |
| 80 | MGV | Vanguard Mega C... | 135.12 | +1.16% | 153.27K | +102.47% | 19.75M | 128.52 | 0.12% | Share |
| 81 | JPM | JPMorgan Chase ... | 294.84 | +1.16% | 77.33K | -1.5% | 18.97M | 162.2 | 0.11% | Share |
| 82 | EIPI | FT Energy Incom... | 19.85 | +0.71% | 905.61K | +3.13% | 18.37M | 18.61 | 0.11% | Share |
| 83 | HD | The Home Depot,... | 412.00 | +3.60% | 47.4K | +99.86% | 17.37M | 344.02 | 0.10% | Share |
| 84 | BSV | Vanguard Short-... | 78.81 | +0.32% | 217.41K | +91.38% | 17.02M | 77.34 | 0.10% | Share |
| 85 | XOM | Exxon Mobil Cor... | 110.51 | +1.17% | 143.04K | +3.46% | 17.01M | 90.1 | 0.10% | Share |
| 86 | SCHA | Schwab U.S. Sma... | 27.31 | +3.76% | 698.19K | +100.56% | 16.36M | 23.17 | 0.10% | Share |
| 87 | ESGE | iShares ESG Awa... | 41.06 | +1.78% | 467.54K | +275.95% | 16.34M | 35.34 | 0.10% | Share |
| 88 | GLD | SPDR Gold Share... | 310.88 | +1.17% | 51.91K | +3.71% | 14.96M | 179.22 | 0.09% | Share |
| 89 | VIG | Vanguard Divide... | 211.80 | +1.33% | 77K | +96.31% | 14.94M | 170.52 | 0.09% | Share |
| 90 | WMT | Walmart Inc. | 98.23 | +0.28% | 170.02K | +107.69% | 14.93M | 71.02 | 0.09% | Share |
| 91 | COST | Costco Wholesal... | 963.00 | -0.69% | 15.49K | -3.99% | 14.65M | 663.27 | 0.09% | Share |
| 92 | IBM | International B... | 242.76 | +1.40% | 57.95K | +110.10% | 14.41M | 196.36 | 0.09% | Share |
| 93 | IVE | iShares S&P 500... | 203.97 | +1.45% | 74.35K | +108.18% | 14.17M | 165.61 | 0.08% | Share |
| 94 | PVAL | Putnam Focused ... | 41.80 | +1.43% | 371.75K | +12.55% | 14.16M | 37.84 | 0.08% | Share |
| 95 | META | Meta Platforms,... | 755.79 | +2.26% | 24.21K | -2.79% | 13.96M | 346.21 | 0.08% | Share |
| 96 | LLY | Eli Lilly and C... | 715.71 | +0.83% | 16.7K | +91.73% | 13.79M | 680.42 | 0.08% | Share |
| 97 | ITOT | iShares Core S&... | 141.49 | +1.84% | 110.68K | +1.25% | 13.5M | 92.48 | 0.08% | Share |
| 98 | GOOGL | Alphabet Inc. | 204.54 | +2.40% | 84.1K | -15.06% | 13.01M | 131.65 | 0.08% | Share |
| 99 | RSP | Invesco S&P 500... | 189.54 | +1.97% | 73.93K | +365.09% | 12.81M | 167.72 | 0.08% | Share |
| 100 | IWO | iShares Russell... | 308.18 | +3.72% | 49.24K | +11.59% | 12.58M | 240.11 | 0.08% | Share |
| 101 | SUSB | iShares ESG 1-5... | 25.25 | +0.30% | 470.23K | +0.55% | 11.75M | 25.16 | 0.07% | Share |
| 102 | IWN | iShares Russell... | 173.50 | +4.31% | 76.45K | +16.52% | 11.54M | 143.63 | 0.07% | Share |
| 103 | SPYG | SPDR Portfolio ... | 99.70 | +1.78% | 141.8K | -3.79% | 11.4M | 66.43 | 0.07% | Share |
| 104 | ABBV | AbbVie Inc. | 208.51 | -0.47% | 53.74K | -2.67% | 11.26M | 136.84 | 0.07% | Share |
| 105 | HDV | iShares Core Hi... | 123.33 | +0.67% | 89.91K | +6.07% | 10.89M | 101.87 | 0.07% | Share |
| 106 | DFUS | Dimensional U.S... | 70.25 | +1.80% | 180K | -1.03% | 10.89M | 61.06 | 0.07% | Share |
| 107 | PEP | PepsiCo, Inc. | 149.36 | +0.26% | 71.9K | +100.73% | 10.78M | 152.31 | 0.06% | Share |
| 108 | MCD | McDonald's Corp... | 313.20 | -0.01% | 33.15K | +88.66% | 10.36M | 281.9 | 0.06% | Share |
| 109 | WFC | Wells Fargo & C... | 78.87 | +1.34% | 143.59K | +508.14% | 10.31M | 68 | 0.06% | Share |
| 110 | CHH | Choice Hotels I... | 122.17 | +1.88% | 77.47K | +0.04% | 10.29M | 122.44 | 0.06% | Share |
| 111 | DGRW | WisdomTree U.S.... | 87.89 | +1.41% | 127.79K | -8.38% | 10.21M | 47.4 | 0.06% | Share |
| 112 | QDF | FlexShares Qual... | 77.57 | +1.62% | 147.95K | +0.26% | 10.11M | 50.87 | 0.06% | Share |
| 113 | DIHP | Dimensional Int... | 30.42 | +1.50% | 375.39K | -1.09% | 10.11M | 27.7 | 0.06% | Share |
| 114 | BRK-A | Berkshire Hatha... | 730315.25 | -0.38% | 13 | +100.00% | 9.98M | 798441.54 | 0.06% | Share |
| 115 | ESGD | iShares ESG Awa... | 92.67 | +1.66% | 118.63K | -0.88% | 9.69M | 83.47 | 0.06% | Share |
| 116 | VOE | Vanguard Mid-Ca... | 173.69 | +1.83% | 59.54K | -0.2% | 9.56M | 123.57 | 0.06% | Share |
| 117 | HYMB | SPDR Nuveen Blo... | 24.25 | +0.43% | 371.94K | -16.19% | 9.38M | 26.27 | 0.06% | Share |
| 118 | VDC | Vanguard Consum... | 222.92 | +0.10% | 42.18K | -3.34% | 9.23M | 180.05 | 0.06% | Share |
| 119 | TSLA | Tesla, Inc. | 336.49 | +5.12% | 35.09K | +2.43% | 9.09M | 269.42 | 0.05% | Share |
| 120 | V | Visa Inc. | 349.67 | +1.74% | 25.89K | +6.31% | 9.07M | 233.25 | 0.05% | Share |
| 121 | PRF | Invesco FTSE RA... | 44.23 | +1.69% | 221.98K | +0.21% | 8.97M | 40.21 | 0.05% | Share |
| 122 | MDY | SPDR S&P MIDCAP... | 596.90 | +3.00% | 16.77K | +5.90% | 8.95M | 467.12 | 0.05% | Share |
| 123 | SBUX | Starbucks Corpo... | 89.21 | +0.73% | 90.52K | +111.91% | 8.88M | 97.62 | 0.05% | Share |
| 124 | DFUV | Dimensional US ... | 44.32 | +1.93% | 211.06K | -0.67% | 8.7M | 41.58 | 0.05% | Share |
| 125 | SCHM | Schwab U.S. Mid... | 29.64 | +2.83% | 329.64K | +99.40% | 8.64M | 25.78 | 0.05% | Share |
| 126 | ESGU | iShares ESG Awa... | 141.23 | +1.67% | 69.89K | -2.04% | 8.52M | 117.11 | 0.05% | Share |
| 127 | IQDF | FlexShares Inte... | 28.67 | +1.13% | 339.14K | +10.68% | 8.45M | 21.1 | 0.05% | Share |
| 128 | SPMD | SPDR Portfolio ... | 57.28 | +2.99% | 163.77K | -0.8% | 8.38M | 39.68 | 0.05% | Share |
| 129 | MA | Mastercard Inco... | 598.74 | +1.15% | 15.27K | -1.31% | 8.37M | 367.09 | 0.05% | Share |
| 130 | GOVT | iShares U.S. Tr... | 22.96 | +0.48% | 360.89K | -7.5% | 8.3M | 24.69 | 0.05% | Share |
| 131 | SDY | SPDR S&P Divide... | 142.87 | +1.33% | 57.48K | +3.32% | 7.8M | 114.14 | 0.05% | Share |
| 132 | GSLC | Goldman Sachs A... | 126.86 | +1.70% | 69.84K | +0.31% | 7.69M | 76.48 | 0.05% | Share |
| 133 | BYRN | Byrna Technolog... | 20.44 | +6.40% | 453.4K | -3.75% | 7.64M | 9.65 | 0.05% | Share |
| 134 | TFI | SPDR Nuveen Blo... | 44.69 | +0.39% | 168.82K | -1.69% | 7.61M | 46.69 | 0.05% | Share |
| 135 | ACWI | iShares MSCI AC... | 134.28 | +1.70% | 65.32K | 0.00% | 7.6M | 79.71 | 0.05% | Share |
| 136 | DSI | iShares MSCI KL... | 122.02 | +1.75% | 72.98K | +100.14% | 7.47M | 88.9 | 0.04% | Share |
| 137 | UNH | UnitedHealth Gr... | 306.68 | +1.10% | 14.11K | +0.93% | 7.39M | 459.77 | 0.04% | Share |
| 138 | PM | Philip Morris I... | 170.89 | -2.06% | 46.51K | +1.82% | 7.38M | 98.69 | 0.04% | Share |
| 139 | AVGO | Broadcom Inc. | 298.91 | +3.22% | 43.16K | +3.98% | 7.23M | 102.26 | 0.04% | Share |
| 140 | SCHW | The Charles Sch... | 94.93 | -0.93% | 88.7K | +95.78% | 6.94M | 74.15 | 0.04% | Share |
| 141 | SUB | iShares Short-T... | 107.00 | +0.07% | 64.64K | +85.49% | 6.83M | 105.83 | 0.04% | Share |
| 142 | UNP | Union Pacific C... | 227.34 | +0.91% | 28.39K | +101.60% | 6.71M | 232.3 | 0.04% | Share |
| 143 | VOOG | Vanguard S&P 50... | 415.31 | +1.77% | 19.76K | +102.73% | 6.61M | 292.99 | 0.04% | Share |
| 144 | BAB | Invesco Taxable... | 26.72 | +0.64% | 244.31K | -21.72% | 6.52M | 28.96 | 0.04% | Share |
| 145 | NFLX | Netflix, Inc. | 1210.63 | +0.37% | 6.76K | -27.14% | 6.3M | 510.98 | 0.04% | Share |
| 146 | DUHP | Dimensional US ... | 37.07 | +1.45% | 184.8K | -0.55% | 6.12M | 34.07 | 0.04% | Share |
| 147 | DIS | The Walt Disney... | 119.43 | +2.77% | 61.55K | +136.67% | 6.07M | 114.79 | 0.04% | Share |
| 148 | VZ | Verizon Communi... | 44.59 | -0.98% | 133.14K | -0.78% | 6.04M | 49.33 | 0.04% | Share |
| 149 | DTH | WisdomTree Inte... | 49.81 | +1.14% | 141.86K | -4.56% | 6.02M | 34.61 | 0.04% | Share |
| 150 | REGN | Regeneron Pharm... | 598.82 | +0.11% | 9.35K | +66.40% | 5.93M | 874.26 | 0.04% | Share |