Wealthspire Advisors, LLC [Rocket]

Holdings

Wealthspire Advisors, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Stagwell Inc	STGW	Common	298,122	298,122	2,212,066,000	2,212,066,000	0.04		Hist	03/31/2023
LINDE PLC	LIN	SHS	2,508	2,508	891,518,000	891,518,000	0.02	0.00	Hist	03/31/2023
SCHWAB STRATEGIC TRUST	SCHB	Common	17,532	17,532	838,889,000	838,889,000	0.01		Hist	03/31/2023
Uber Technologies, Inc	UBER	Common Stock	22,075	22,075	699,778,000	699,778,000	0.01		Hist	03/31/2023
Definitive Healthcare Corp.	DH	Common	55,000	55,000	568,150,000	568,150,000	0.01	0.05	Hist	03/31/2023
KROGER CO	KR	Common	11,027	11,027	544,403,000	544,403,000	0.01	0.00	Hist	03/31/2023
INTUIT INC.	INTU	Common	926	926	412,875,000	412,875,000	0.01	0.00	Hist	03/31/2023
GALECTIN THERAPEUTICS INC	GALT	Common	183,862	183,862	386,111,000	386,111,000	0.01	0.31	Hist	03/31/2023
Tingo Group, Inc.	MICT	COM	337,500	337,500	354,375,000	354,375,000	0.01	0.26	Hist	03/31/2023
PROSPERITY BANCSHARES INC	PRSP	Common	5,000	5,000	307,600,000	307,600,000	0.01		Hist	03/31/2023
SOUTHWEST AIRLINES CO	LUV	Common	9,432	9,432	306,904,000	306,904,000	0.01		Hist	03/31/2023
AMERICA MOVIL SAB DE CV/	AMX	ADR	13,681	13,681	287,984,000	287,984,000	0.00		Hist	03/31/2023
ZimVie Inc.	ZIMV	Common	39,078	39,078	282,534,000	282,534,000	0.00	0.15	Hist	03/31/2023
RED ROBIN GOURMET BURGERS INC	RRGB	Common	18,115	18,115	259,407,000	259,407,000	0.00	0.11	Hist	03/31/2023
electroCore, Inc.	ECOR	COMMON	46,666	46,666	256,663,000	256,663,000	0.00	0.98	Hist	03/31/2023
CLEVELAND-CLIFFS INC.	CLF	Stock	11,492	11,492	210,649,000	210,649,000	0.00	0.00	Hist	03/31/2023
Liberty Media Corp	LSXMK	COM C SIRIUSXM	7,469	7,469	209,058,000	209,058,000	0.00		Hist	03/31/2023
INVESCO EXCHANGE TRADED FD T	SPHQ	Common	4,413	4,413	208,817,000	208,817,000	0.00		Hist	03/31/2023
iSHARES TRUST	IHI	Common	3,797	3,797	204,963,000	204,963,000	0.00		Hist	03/31/2023
Annovis Bio, Inc.	ANVS	Common	10,000	10,000	154,100,000	154,100,000	0.00	0.12	Hist	03/31/2023
EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST	CEV	Common	14,391	14,391	147,220,000	147,220,000	0.00		Hist	03/31/2023
SOBR Safe, Inc.	SOBR	COM NEW	14,818	14,818	32,896,000	32,896,000	0.00	0.10	Hist	03/31/2023
Qurate Retail, Inc.	QRTEA	common	25,970	25,970	25,654,000	25,654,000	0.00		Hist	03/31/2023
WM TECHNOLOGY, INC.	MAPS	Common	25,200	25,200	21,400,000	21,400,000	0.00	0.02	Hist	03/31/2023
CREDIT SUISSE GROUP AG	CS	Common	10,000	10,000	8,898,000	8,898,000	0.00		Hist	03/31/2023