Wealthspire Advisors, LLC Purchases in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
124K
+ 5.1%
$570.51 - $610.59 $70.7M - $75.7M
2.56M $1.5B
VUG
Vanguard Growth ETF

ETFs
111K
+ 32.05%
$378.79 - $428.11 $42M - $47.4M
457K $187M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
738K
+ 36.66%
$48.33 - $49.08 $35.7M - $36.2M
2.75M $133M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
411K
+ 5.71%
$61.68 - $67.87 $25.3M - $27.9M
7.61M $474M
USFR
Wisdomtree Floating Rate Treas

ETFs
383K
+ 37.54%
$50.23 - $50.46 $19.3M - $19.3M
1.4M $70.7M
VTI
Vanguard Total Stock Market Et

ETFs
39K
+ 3.53%
$280.04 - $302.45 $10.9M - $11.8M
1.15M $332M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.95K
+ 0.68%
$521.84 - $558.82 $4.15M - $4.44M
1.17M $631M
AAPL
Apple Inc.

Technology
24.8K
+ 5.68%
$221.69 - $259.02 $5.5M - $6.43M
462K $116M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
129K
+ 7.29%
$113.92 - $127.38 $14.6M - $16.4M
1.89M $218M
VXF
Vanguard Extended Market ETF

ETFs
17.9K
+ 2.35%
$179.17 - $207.15 $3.2M - $3.7M
780K $148M
AMZN
Amazon Com Inc

Consumer Cyclical
9.59K
+ 5.41%
$180.88 - $232.93 $1.74M - $2.23M
187K $41M
VBK
Vanguard Small Cap Growth ETF

ETFs
20K
+ 11.79%
$264.18 - $304.19 $5.3M - $6.1M
190K $53.2M
TSLA
Tesla, Inc.

Consumer Cyclical
8.89K
+ 35.04%
$213.65 - $479.86 $1.9M - $4.27M
34.3K $13.8M
NVDA
Nvidia Corp

Technology
39.9K
+ 29.6%
$117.0 - $148.88 $4.67M - $5.95M
175K $23.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
77.8K
+ 9.89%
$66.77 - $71.52 $5.19M - $5.56M
864K $59.5M
EMLP
First Tr Exchange Traded Iv

ETFs
64.3K
+ 3.28%
$33.69 - $38.24 $2.17M - $2.46M
2.03M $72.3M
GOOG
Alphabet Inc.

Communication Services
11K
+ 6.68%
$163.08 - $198.16 $1.8M - $2.19M
176K $33.6M
HYDB
Ishares Tr Edge High Yield Def

ETFs
133K
+ 12.63%
$46.68 - $47.95 $6.22M - $6.39M
1.19M $55.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
75.2K
+ 0.95%
$33.92 - $36.6 $2.55M - $2.75M
7.98M $276M
VV
Vanguard Large Cap ETF

ETFs
8.22K
+ 1.86%
$260.27 - $280.65 $2.14M - $2.31M
449K $121M
DFAI
Dimensional ETF Tr

ETFs
319K
+ 17.59%
$29.0 - $31.6 $9.27M - $10.1M
2.14M $62.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
81.9K
New
$50.37 - $50.6 $4.12M - $4.14M
81.9K $4.12M
GOOGL
Alphabet Inc.

Communication Services
10K
+ 11.28%
$161.86 - $196.66 $1.62M - $1.97M
99K $18.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.7K
+ 1.31%
$481.22 - $538.17 $819K - $916K
131K $67.1M
PLTR
Palantir Technologies Inc.

Technology
6.95K
+ 9.14%
$36.46 - $82.38 $254K - $573K
83K $6.28M
IWF
Ishares Russell 1000 Gr ETF

ETFs
407
+ 0.34%
$370.24 - $418.94 $151K - $171K
120K $48.1M
VBR
Vanguard Small Cap Value ETF

ETFs
18.4K
+ 12.03%
$197.36 - $217.3 $3.64M - $4.01M
172K $34.1M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
42.6K
+ 9.97%
$66.67 - $74.08 $2.84M - $3.15M
469K $31.9M
AVGO
Broadcom Inc.

Technology
2.39K
+ 6.1%
$159.67 - $250.0 $381K - $597K
41.5K $9.62M
JPM
Jpmorgan Chase & CO

Financial Services
1.59K
+ 2.06%
$205.18 - $250.29 $326K - $397K
78.5K $18.8M
META
Meta Platforms, Inc.

Communication Services
2.96K
+ 13.48%
$554.08 - $632.68 $1.64M - $1.87M
24.9K $14.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
227K
+ 5.3%
$45.07 - $47.1 $10.2M - $10.7M
4.51M $204M
MSFT
Microsoft Corp

Technology
9.37K
+ 4.21%
$406.35 - $454.46 $3.81M - $4.26M
232K $97.7M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
77.6K
New
$25.35 - $25.53 $1.97M - $1.98M
77.6K $1.97M
NFLX
Netflix Inc

Communication Services
394
+ 4.43%
$687.65 - $936.56 $271K - $369K
9.28K $8.27M
SHYD
Vaneck Short High Yield Muni E

ETFs
84.7K
New
$22.45 - $22.81 $1.9M - $1.93M
84.7K $1.9M
VO
Vanguard Mid Cap ETF

ETFs
6.09K
+ 1.1%
$261.5 - $284.63 $1.59M - $1.73M
557K $147M
PVAL
Putnam ETF Tr Putnam Focused L
53.4K
+ 19.3%
$36.85 - $39.99 $1.97M - $2.14M
330K $12.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.35K
+ 3.55%
$116.4 - $138.52 $506K - $602K
127K $16.1M
DFAE
Dimensional ETF Tr

ETFs
251K
+ 11.01%
$25.36 - $28.15 $6.36M - $7.06M
2.53M $64.2M
WMT
Walmart Inc.

Consumer Defensive
10.9K
+ 15.38%
$79.1 - $95.7 $863K - $1.04M
81.9K $7.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.07M
+ 199.58%
$22.4 - $68.28 $46.4M - $141M
3.11M $72.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
204K
+ 141.3%
$25.33 - $51.16 $5.16M - $10.4M
348K $9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
129K
+ 350.58%
$27.54 - $83.04 $3.54M - $10.7M
165K $4.58M
VB
Vanguard Small Cap ETF

ETFs
1.34K
+ 0.36%
$233.76 - $261.58 $314K - $352K
375K $90.2M
SPYG
Spdr Portfolio

ETFs
8.86K
+ 6.39%
$81.74 - $91.38 $724K - $809K
147K $13M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4.35K
+ 9.45%
$47.29 - $84.74 $206K - $369K
50.4K $3.76M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.51K
+ 1.99%
$94.43 - $105.47 $332K - $371K
181K $18.3M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
58.2K
New
$22.1 - $22.59 $1.29M - $1.31M
58.2K $1.29M
Activity Summary
Buys All Purchases 478 New Holdings 95 Increased Positions 383 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 0
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