CIK 1646247
Wealthspire Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
1,031
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 951–1000 of 1,031
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MKC | MCCORMICK & CO INC | 3K | $100K–$500K | SH |
| SJM | SMUCKER J M CO | 2K | $100K–$500K | SH |
| PDN | INVESCO EXCH TRADED FD TR II | 5K | $100K–$500K | SH |
| HYGV | FLEXSHARES TR | 5K | $100K–$500K | SH |
| NVT | NVENT ELECTRIC PLC | 2K | $100K–$500K | SH |
| ZETA | ZETA GLOBAL HOLDINGS CORP | 10K | $100K–$500K | SH |
| LFMD | LIFEMD INC | 62K | $100K–$500K | SH |
| JBBB | JANUS DETROIT STR TR | 4K | $100K–$500K | SH |
| IOO | ISHARES TR | 2K | $100K–$500K | SH |
| SHOC | EA SERIES TRUST | 3K | $100K–$500K | SH |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | 13K | $100K–$500K | SH |
| AUB | ATLANTIC UN BANKSHARES CORP | 6K | $100K–$500K | SH |
| CWEN | CLEARWAY ENERGY INC | 6K | $100K–$500K | SH |
| JFLX | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5K | $100K–$500K | SH |
| CNI | CANADIAN NATL RY CO | 2K | $100K–$500K | SH |
| SEE | SEALED AIR CORP NEW | 5K | $100K–$500K | SH |
| CMS | CMS ENERGY CORP | 3K | $100K–$500K | SH |
| JAAA | JANUS DETROIT STR TR | 4K | $100K–$500K | SH |
| AOS | SMITH A O CORP | 3K | $100K–$500K | SH |
| B | BARRICK MNG CORP | 5K | $100K–$500K | SH |
| IHE | ISHARES TR | 2K | $100K–$500K | SH |
| PCG | PG&E CORP | 13K | $100K–$500K | SH |
| PRGS | PROGRESS SOFTWARE CORP | 5K | $100K–$500K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 18K | $100K–$500K | SH |
| IDU | ISHARES TR | 2K | $100K–$500K | SH |
| CTO | CTO RLTY GROWTH INC NEW | 11K | $100K–$500K | SH |
| CDZI | CADIZ INC | 35K | $100K–$500K | SH |
| AIRJ | AIRJOULE TECHNOLOGIES CORP | 50K | $100K–$500K | SH |
| CAG | CONAGRA BRANDS INC | 11K | $100K–$500K | SH |
| JOBY | JOBY AVIATION INC | 14K | $100K–$500K | SH |
| ASX | ASE TECHNOLOGY HLDG CO LTD | 11K | $100K–$500K | SH |
| AOHY | ANGEL OAK FUNDS TRUST | 16K | $100K–$500K | SH |
| EFT | EATON VANCE FLTING RATE INC | 15K | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 15K | $100K–$500K | SH |
| CION | CION INVT CORP | 17K | $100K–$500K | SH |
| EXFY | EXPENSIFY INC | 106K | $100K–$500K | SH |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | 21K | $100K–$500K | SH |
| SSBI | SUMMIT ST BK SANTA ROSA CALI | 12K | $100K–$500K | SH |
| HLN | HALEON PLC | 14K | $100K–$500K | SH |
| VSTS | VESTIS CORPORATION | 19K | $100K–$500K | SH |
| NMR | NOMURA HLDGS INC | 15K | $100K–$500K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 23K | $100K–$500K | SH |
| SGHC | SUPER GROUP SGHC LIMITED | 10K | $100K–$500K | SH |
| KRMD | KORU MEDICAL SYSTEMS INC | 20K | $100K–$500K | SH |
| NGD | NEW GOLD INC CDA | 13K | $100K–$500K | SH |
| MLCO | MELCO RESORTS AND ENTMNT LTD | 15K | $100K–$500K | SH |
| MIN | MFS INTER INCOME TR | 43K | $100K–$500K | SH |
| VKQ | INVESCO MUNICIPAL TRUST | 12K | $100K–$500K | SH |
| WRAP | WRAP TECHNOLOGIES INC | 45K | $100K–$500K | SH |