Titelia

Holdings of Wealthspire Advisors, LLC

809 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 50.2 % of the equity sleeve

Sector breakdown

  • Funds 30.9 %
  • Technology 3.0 %
  • Financials 2.0 %
  • Communication 1.3 %
  • Consumer discretionary 1.2 %
  • Health care 0.8 %
  • Consumer staples 0.7 %
  • Industrials 0.6 %
  • Energy 0.3 %
  • Utilities 0.2 %
  • Materials 0.1 %
  • Unattributed 58.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • GB 0.0 %
  • TW 0.0 %
  • MX 0.0 %
  • NL 0.0 %
  • ES 0.0 %
  • DK 0.0 %
  • KY 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US79411.9B $99.92 %
2GB74.2M $0.04 %
3TW12.3M $0.02 %
4MX21.2M $0.01 %
5NL11.1M $0.01 %
6ES2499.2K $0.00 %
7DK1459.6K $0.00 %
8KY186K $0.00 %

Positions

RankCompanySharesValueWeight
601Boston Scientific Corp 5,765361.8K $
602HP Inc 18,759360.6K $
603Omnicom Group Inc 4,736356.7K $
604Corteva Inc 4,238354.7K $
605iShares Intermediate Governmen 3,291351.1K $
606iShares iBonds Dec 2026 Term C 14,305346.8K $
607Goldman Sachs ActiveBeta Emerging Markets Equity ETF 8,025346.7K $
608Coinbase Global Inc 1,980345.8K $
609Ares Capital Corp 19,148345K $
610Motorola Solutions Inc 783339.6K $
611Guardant Health Inc 3,655337.6K $
612First Trust Exchange-Traded Fund 6,617336.1K $
613KKR & Co Inc 3,630335.8K $
614ICU Medical Inc 2,591334.6K $
615America Movil SAB de CV 13,064332.9K $
616Eldridge BBB-B CLO ETF 12,922331.5K $
617Avery Dennison Corp 1,908329.5K $
618WisdomTree International SmallCap Dividend Fund 4,038329.1K $
619Vulcan Materials Co 1,201327K $
620Appian Corp 13,500325.5K $
621State Street SPDR Portfolio Long Term Treasury ETF 12,257322.4K $
622Invesco Exchange-Traded Fund Trust 10,199322.1K $
623ABRDN SILVER ETF TRUST 4,419316.4K $
624Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 4,191315.1K $
625BlackRock ETF Trust 5,414315K $
626Invesco S&P MidCap Momentum ET 2,170314.7K $
627Penske Automotive Group Inc 2,099313.8K $
628Remitly Global Inc 20,000313.4K $
629West Pharmaceutical Services Inc 1,248312.8K $
630Robinhood Markets Inc 4,510312.5K $
631First Financial Bancorp 11,131310.3K $
632Carrier Global Corp 5,506310K $
633Western Digital Corp 1,145309.7K $
634MGE Energy Inc 4,002309.3K $
635Newmont Corp 2,857309.3K $
636Casey's General Stores Inc 418304.2K $
637Federal Realty Investment Trust 2,853303K $
638SPDR Series Trust 6,245301.8K $
639Cadence Design Systems Inc 1,086301.8K $
640State Street SPDR Dow Jones REIT ETF 2,984301.3K $
641SPDR Series Trust 919299.8K $
642Gabelli Dividend & Income Trust 11,112299.2K $
643iShares MSCI Japan ETF 3,541299K $
644Option Care Health Inc 11,076298.2K $
645Eversource Energy 4,303298.1K $
646Autodesk Inc 1,244297.8K $
647Burke & Herbert Financial Services Corp 4,757296.3K $
648iShares Trust 2,005295.8K $
649Galaxy Digital Inc 16,020295.6K $
650ProShares Ultra Financials 4,005294K $
651Solstice Advanced Materials Inc 3,860294K $
652Blackstone Mortgage Trust Inc 15,335293.7K $
653Cooper Cos Inc/The 4,107293.7K $
654ABRDN PRECIOUS METALS BASKET ETF TRUST 1,332291.3K $
655Targa Resources Corp 1,155289.5K $
656ELECTROCORE INC 47,498286.4K $
657Roper Technologies Inc 806285.2K $
658Nuveen Municipal Value Fund Inc 31,530283.5K $
659S&P Global Inc 662281.7K $
660Comstock Holding Cos Inc 14,857281.4K $
661ProShares Bitcoin ETF 30,044279.7K $
662State Street SPDR Portfolio Short Term Treasury ETF 9,557278.9K $
663Diamondback Energy Inc 1,406278.1K $
664J.P. MORGAN EXCHANGE-TRADED FUND TRUST 3,811276K $
665Coca-Cola Consolidated Inc 1,439275.9K $
666iShares Global Energy ETF 4,783275.5K $
667Lincoln Electric Holdings Inc 1,098273.5K $
668Jones Lang LaSalle Inc 898273.3K $
669Sysco Corp 3,806271.5K $
670Liberty Media Corp-Liberty Formula One 3,166269.2K $
671iShares Trust 5,007267.1K $
672SPDR SERIES TRUST 2,466266.4K $
673Tortoise Energy Infrastructure 5,332265.8K $
674Ethereum Investment Trust 15,481264.3K $
675Waters Corp 887264.1K $
676Dollar Tree Inc 2,409263.8K $
677Cal-Maine Foods Inc 3,332263.7K $
678Herc Holdings Inc 2,645263.3K $
679Encompass Health Corp 2,717262.8K $
680MEREO BIOPHARMA GROUP PLC 796,036262.7K $
681iShares Trust 1,644262.4K $
682HubSpot Inc 1,073261.9K $
683iShares Trust 5,741261.6K $
684Rollins Inc 4,869260.1K $
685Archer-Daniels-Midland Co 3,569259.4K $
686Commercial Metals Co 4,206258.3K $
687Take-Two Interactive Software Inc 1,306257.9K $
688RENOVORX INC 252,525255.1K $
689Fidelity Total Bond ETF 5,590255K $
690Goldman Sachs ETF Trust 3,002254.2K $
691iShares Trust 2,659253.8K $
692Banco Bilbao Vizcaya Argentaria SA 11,589251K $
693SRH Total Return Fund Inc 14,678251K $
694Akebia Therapeutics Inc 180,002250.2K $
695US Foods Holding Corp 2,708249.7K $
696Vanguard Bond Index Funds 3,231249.4K $
697Banco Santander SA 21,998248.1K $
698British American Tobacco PLC 4,243248.1K $
699Newmark Group Inc 16,499247.3K $
700Sandisk Corp/DE 389247.1K $