13F-HR filed by Wealthspire Advisors, LLC
Wealthspire Advisors, LLC filed this 13F-HR for the quarter ended 2019-03-31, filed 2019-05-08, with 44 holding rows worth $1,078,390,000.
- Accession
- 0001646247-19-000003
- Filer
- CIK 1646247
- Filed
- 2019-05-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2019
A holdings report, 44 entries on the cover page, a total value of $1,078,390,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,078,390,000 with VALUE read as thousands by filing date, 13F file number 028-19390. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 5,221,719 | $213,412,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 697,782 | $181,102,000 | thousands by filing date | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 6,608,553 | $166,800,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 392,927 | $111,811,000 | thousands by filing date | |
| VTI | 922908769 | COM | 601,476 | $87,040,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 669,081 | $51,620,000 | thousands by filing date | |
| VANGUARD STAR FDS | 921909768 | COM | 963,789 | $50,021,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 176,395 | $49,828,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 981,180 | $41,700,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 339,100 | $36,986,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 190,934 | $15,500,000 | thousands by filing date | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 116,994 | $14,414,000 | thousands by filing date | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 91,956 | $8,423,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 73,156 | $8,134,000 | thousands by filing date | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 105,240 | $6,786,000 | thousands by filing date | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 93,984 | $6,053,000 | thousands by filing date | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 56,600 | $5,627,000 | thousands by filing date | |
| ISHARES TR | 464287457 | COM | 35,226 | $2,963,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 21,932 | $2,611,000 | thousands by filing date | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 49,230 | $2,567,000 | thousands by filing date | |
| REAVES UTIL INCOME FD | 756158101 | COM SH BEN INT | 50,306 | $1,694,000 | thousands by filing date | |
| EATON VANCE NEW YORK MUN BD | 27827Y109 | COM | 127,717 | $1,501,000 | thousands by filing date | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 30,281 | $1,474,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 22,758 | $1,103,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 5,962 | $1,028,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 15,282 | $991,000 | thousands by filing date | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 3,747 | $971,000 | thousands by filing date | |
| Philip Morris International Inc. | 718172109 | COM | 10,712 | $947,000 | thousands by filing date | |
| Altria Group Inc | 02209S103 | COM | 14,213 | $816,000 | thousands by filing date | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 1,644 | $568,000 | thousands by filing date | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 9,291 | $518,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 13,147 | $412,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 3,403 | $354,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 6,063 | $326,000 | thousands by filing date | |
| VANECK RUSSIA ETF | 92189F403 | ETF | 15,000 | $309,000 | thousands by filing date | |
| EATON VANCE MUNICIPAL BOND FUN | 27827X101 | COM | 24,529 | $304,000 | thousands by filing date | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $301,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 4,743 | $280,000 | thousands by filing date | |
| SPDR SERIES TRUST BLOOMBERG BR | 78464A417 | BLOOMBERG BRCLYS | 6,892 | $248,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 5,024 | $213,000 | thousands by filing date | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 4,592 | $212,000 | thousands by filing date | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 7,275 | $212,000 | thousands by filing date | |
| F N B CORP | 302520101 | COM | 10,330 | $109,000 | thousands by filing date | |
| NUVEEN | 67072C105 | EXCHANGE TRADED | 11,235 | $101,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001646247-19-000003 | this filing | 2019-05-08 | acceptance time not in the bulk data set |