Wealthspire Advisors, LLC Portfolio Holdings

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

Wealthspire Advisors, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $9.93 Billion distributed in 792 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $1.5B, Vanguard Index Fds S&P 500 ETF with a value of $631M, Vanguard Ftse Developed Market with a value of $511M, Ishares Core S&P Mid Cap ETF with a value of $474M, and Schwab Strategic Tr Us Dividen with a value of $414M.

Examining the 13F form we can see an increase of $214M in the current position value, from $9.71B to 9.93B.

Wealthspire Advisors, LLC is based out at New York, NY

Below you can find more details about Wealthspire Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $9.93 Billion
ETFs: $8.75 Billion
Technology: $339 Million
Financial Services: $282 Million
Consumer Cyclical: $111 Million
Communication Services: $93.4 Million
Healthcare: $85.6 Million
Industrials: $79.4 Million
Consumer Defensive: $74.1 Million
Other: $91.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$116 Million 1.17% of portfolio
462,148
Q4 2024 Added 5.68%
$84.6B
$107 Million 1.07% of portfolio
296,862
Q4 2024 Added 5.05%
$2.96T
$97.7 Million 0.98% of portfolio
231,856
Q4 2024 Added 4.21%
$2.16T
$41 Million 0.41% of portfolio
186,835
Q4 2024 Added 5.41%
$91.2B
$35.6 Million 0.36% of portfolio
153,337
Q4 2024 Reduced 7.41%
$1.05T
$33.6 Million 0.34% of portfolio
176,240
Q4 2024 Added 6.68%
$220B
$30.6 Million 0.31% of portfolio
86,985
Q4 2024 Reduced 3.8%
$669B
$28.8 Million 0.29% of portfolio
63,530
Q4 2024 Added 5.28%
$311B
$23.5 Million 0.24% of portfolio
174,896
Q4 2024 Added 29.6%
$776B
$18.8 Million 0.19% of portfolio
78,508
Q4 2024 Added 2.06%
$1.02T
$18.7 Million 0.19% of portfolio
99,011
Q4 2024 Added 11.28%
$464B
$14.8 Million 0.15% of portfolio
16,131
Q4 2024 Reduced 9.63%
$1.5T
$14.7 Million 0.15% of portfolio
24,909
Q4 2024 Added 13.48%
$464B
$14.9 Million 0.15% of portfolio
138,264
Q4 2024 Added 6.86%
$572M
$13.6 Million 0.14% of portfolio
471,054
Q4 2024 Reduced 8.76%
$925B
$13.8 Million 0.14% of portfolio
34,258
Q4 2024 Added 35.04%
$412B
$12.1 Million 0.12% of portfolio
72,467
Q4 2024 Reduced 0.88%
$7.99B
$11 Million 0.11% of portfolio
77,434
Q4 2024 Added 0.07%
$80.8B
$9.62 Million 0.1% of portfolio
41,508
Q4 2024 Added 6.1%
$370B
$9.81 Million 0.1% of portfolio
55,215
Q4 2024 Reduced 0.97%
$310B
$9.14 Million 0.09% of portfolio
63,125
Q4 2024 Reduced 5.16%
$308B
$9.05 Million 0.09% of portfolio
145,370
Q4 2024 Added 4.65%
$406B
$9.23 Million 0.09% of portfolio
23,717
Q4 2024 Added 9.0%
$550B
$8.15 Million 0.08% of portfolio
15,471
Q4 2024 Added 3.64%
$436B
$8.27 Million 0.08% of portfolio
9,280
Q4 2024 Added 4.43%
$593B
$7.7 Million 0.08% of portfolio
24,349
Q4 2024 Reduced 8.1%
$268B
$7.4 Million 0.07% of portfolio
81,862
Q4 2024 Added 15.38%
$444B
$7.07 Million 0.07% of portfolio
13,977
Q4 2024 Added 4.59%
$875B
$6.72 Million 0.07% of portfolio
8,709
Q4 2024 Added 23.76%
$241B
$5.5 Million 0.06% of portfolio
45,675
Q4 2024 Reduced 1.58%
$370B
$5.81 Million 0.06% of portfolio
132,249
Q4 2024 Reduced 20.63%
$226B
$6.06 Million 0.06% of portfolio
27,583
Q4 2024 Added 4.71%
$167B
$6.28 Million 0.06% of portfolio
83,016
Q4 2024 Added 9.14%
$0
$4.87 Million 0.05% of portfolio
470,358
Q4 2024 Added 8.51%
$44.9B
$5.23 Million 0.05% of portfolio
52,079
Q4 2024 Reduced 14.72%
$227B
$5.09 Million 0.05% of portfolio
17,571
Q4 2024 Added 0.61%
$181B
$5.37 Million 0.05% of portfolio
134,189
Q4 2024 Reduced 1.39%
$211B
$5.45 Million 0.05% of portfolio
35,819
Q4 2024 Added 8.54%
$234B
$5.43 Million 0.05% of portfolio
54,565
Q4 2024 Reduced 0.24%
$89.6B
$3.77 Million 0.04% of portfolio
22,801
Q4 2024 Reduced 2.23%
$225B
$3.81 Million 0.04% of portfolio
30,308
Q4 2024 Reduced 9.48%
$46.1B
$3.76 Million 0.04% of portfolio
50,416
Q4 2024 Added 9.45%
$74.9B
$4 Million 0.04% of portfolio
5,619
Q4 2024 Reduced 30.73%
$226B
$3.51 Million 0.04% of portfolio
21,066
Q4 2024 Added 7.57%
$133B
$3.89 Million 0.04% of portfolio
42,717
Q4 2024 Added 1.22%
$242B
$4.26 Million 0.04% of portfolio
37,639
Q4 2024 Reduced 3.81%
$207B
$4.17 Million 0.04% of portfolio
8,007
Q4 2024 Reduced 0.79%
$114B
$4.27 Million 0.04% of portfolio
24,744
Q4 2024 Reduced 4.94%
$448B
$3.63 Million 0.04% of portfolio
21,781
Q4 2024 Added 3.99%

Summary

  • Portfolio
  • No. of Stocks 792
  • Current Value $9.93 Billion
  • Prior Value $9.71 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 95 stocks
  • Additional Purchases 383 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 272 stocks
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