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
$263B
$3.72 Million 0.04% of portfolio
62,842
Q4 2024 Added 1.71%
$2.25B
$3.57 Million 0.04% of portfolio
29,394
Q4 2024 Reduced 0.27%
$91B
$3.75 Million 0.04% of portfolio
13,437
Q4 2024 Reduced 0.02%
$59.5B
$2.55 Million 0.03% of portfolio
130,202
Q4 2024 Added 0.41%
$298B
$2.64 Million 0.03% of portfolio
7,898
Q4 2024 Added 4.39%
$90.5B
$2.6 Million 0.03% of portfolio
24,138
Q4 2024 Reduced 5.81%
$117B
$2.9 Million 0.03% of portfolio
8,724
Q4 2024 Added 3.08%
$148B
$3.34 Million 0.03% of portfolio
125,762
Q4 2024 Added 1.73%
$47.6B
$2.57 Million 0.03% of portfolio
1,291
Q4 2024 Reduced 4.86%
$57B
$2.5 Million 0.03% of portfolio
13,742
Q4 2024 Added 114.32%
$152B
$3.21 Million 0.03% of portfolio
14,083
Q4 2024 Added 1.58%
$138B
$2.89 Million 0.03% of portfolio
40,360
Q4 2024 Reduced 9.61%
$212B
$2.82 Million 0.03% of portfolio
4,932
Q4 2024 Added 3.5%
$207B
$2.9 Million 0.03% of portfolio
26,006
Q4 2024 Added 3.89%
$15.6B
$3.03 Million 0.03% of portfolio
96,722
Q4 2024 Reduced 3.37%
$81.1B
$3 Million 0.03% of portfolio
11,849
Q4 2024 Reduced 2.07%
$195B
$2.51 Million 0.03% of portfolio
110,180
Q4 2024 Added 1.04%
$131B
$2.88 Million 0.03% of portfolio
9,822
Q4 2024 Reduced 4.71%
$145B
$3.35 Million 0.03% of portfolio
45,308
Q4 2024 Added 2.8%
$81.9B
$2.91 Million 0.03% of portfolio
12,931
Q4 2024 Reduced 1.67%
$225B
$3.35 Million 0.03% of portfolio
11,275
Q4 2024 Added 13.91%
$100B
$3.27 Million 0.03% of portfolio
62,592
Q4 2024 Added 5.69%
$104B
$2.63 Million 0.03% of portfolio
14,833
Q4 2024 Reduced 0.89%
$71.1B
$2.04 Million 0.02% of portfolio
4,337
Q4 2024 Reduced 2.87%
$143B
$1.69 Million 0.02% of portfolio
7,474
Q4 2024 Added 4.43%
$307M
$1.5 Million 0.02% of portfolio
95,415
Q4 2022 Reduced 0.21%
$28.6B
$1.86 Million 0.02% of portfolio
1,518
Q4 2024 Reduced 20.27%
$3.48B
$1.76 Million 0.02% of portfolio
35,966
Q4 2024 Added 0.01%
$154B
$1.97 Million 0.02% of portfolio
7,984
Q4 2024 Reduced 2.46%
$3.95B
$1.99 Million 0.02% of portfolio
26,682
Q4 2024 Added 21.14%
$145B
$1.81 Million 0.02% of portfolio
14,993
Q4 2024 Reduced 8.97%
$188B
$2.39 Million 0.02% of portfolio
2,258
Q4 2024 Added 12.62%
$64.3B
$1.77 Million 0.02% of portfolio
7,783
Q4 2024 Reduced 9.65%
$36.4B
$1.65 Million 0.02% of portfolio
3,979
Q4 2024 Reduced 25.45%
$27.9B
$1.61 Million 0.02% of portfolio
8,579
Q4 2024 Reduced 0.99%
$26.8B
$1.86 Million 0.02% of portfolio
46,243
Q4 2024 Added 4.79%
$79.5B
$1.59 Million 0.02% of portfolio
12,721
Q4 2024 Reduced 5.89%
$136B
$1.59 Million 0.02% of portfolio
9,802
Q4 2024 Reduced 4.81%
$93.9B
$1.66 Million 0.02% of portfolio
4,881
Q4 2024 Reduced 0.31%
$127B
$1.62 Million 0.02% of portfolio
28,679
Q4 2024 Added 0.6%
$150B
$1.57 Million 0.02% of portfolio
26,031
Q4 2024 Added 3.6%
$57.2B
$1.62 Million 0.02% of portfolio
11,997
Q4 2024 Added 0.09%
$146B
$2.21 Million 0.02% of portfolio
6,140
Q4 2024 Reduced 10.5%
$158B
$2.43 Million 0.02% of portfolio
64,728
Q4 2024 Added 29.37%
$182B
$1.97 Million 0.02% of portfolio
5,442
Q4 2024 Reduced 0.17%
$196B
$1.97 Million 0.02% of portfolio
17,067
Q4 2024 Added 7.25%
$428M
$2.23 Million 0.02% of portfolio
78,172
Q4 2024 Added 1.47%
$38.5B
$2.47 Million 0.02% of portfolio
40,788
Q4 2024 Reduced 8.59%
$43.8B
$1.88 Million 0.02% of portfolio
110,330
Q4 2024 Added 0.15%

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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email