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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.27 Million 0.02% of portfolio
61,246
Q4 2024 Reduced 6.1%
$0
$2.01 Million 0.02% of portfolio
32,748
Q4 2024 Added 1.51%
$0
$1.71 Million 0.02% of portfolio
6,428
Q4 2024 Reduced 1.15%
$0
$2.26 Million 0.02% of portfolio
29,032
Q4 2024 Added 116.58%
$0
$2.39 Million 0.02% of portfolio
105,273
Q4 2024 Added 163.3%
$0
$1.65 Million 0.02% of portfolio
70,740
Q4 2024 Added 200.0%
$0
$1.65 Million 0.02% of portfolio
33,689
Q4 2024 Reduced 10.48%
$0
$1.55 Million 0.02% of portfolio
14,959
Q4 2024 Added 1.53%
$0
$1.54 Million 0.02% of portfolio
18,964
Q4 2024 Reduced 0.25%
$0
$1.96 Million 0.02% of portfolio
5,693
Q4 2024 Reduced 1.83%
$0
$2.42 Million 0.02% of portfolio
47,282
Q4 2024 Added 65.26%
$0
$1.97 Million 0.02% of portfolio
77,600
Q4 2024 New
$0
$1.9 Million 0.02% of portfolio
84,675
Q4 2024 New
$0
$2.2 Million 0.02% of portfolio
35,385
Q4 2024 Added 1.1%
$0
$2.02 Million 0.02% of portfolio
39,725
Q4 2024 Added 1.06%
$0
$924,000 0.01% of portfolio
7,606
Q4 2024 Reduced 3.37%
$0
$558,000 0.01% of portfolio
4,955
Q4 2024 Reduced 0.56%
$0
$631,000 0.01% of portfolio
5,956
Q4 2024 Reduced 0.32%
$0
$1.15 Million 0.01% of portfolio
36,460
Q4 2024 Reduced 1.93%
$0
$543,000 0.01% of portfolio
8,049
Q4 2024 Reduced 7.15%
$0
$629,000 0.01% of portfolio
7,087
Q4 2024 Added 17.22%
$0
$993,000 0.01% of portfolio
29,295
Q4 2024 Reduced 2.51%
$0
$804,000 0.01% of portfolio
5,532
Q4 2024 Reduced 4.32%
$0
$1.29 Million 0.01% of portfolio
58,189
Q4 2024 New
$0
$771,000 0.01% of portfolio
5,538
Q4 2024 Reduced 2.38%
$0
$913,000 0.01% of portfolio
6,934
Q4 2024 Added 10.91%
$0
$814,000 0.01% of portfolio
7,046
Q4 2024 Reduced 39.17%
$0
$859,000 0.01% of portfolio
9,282
Q4 2024 Added 1.69%
$0
$1.33 Million 0.01% of portfolio
9,788
Q4 2024 Reduced 7.42%
$0
$966,000 0.01% of portfolio
9,043
Q4 2024 Added 71.56%
$0
$1.44 Million 0.01% of portfolio
5,414
Q4 2024 Added 0.28%
$0
$824,000 0.01% of portfolio
13,194
Q4 2024 Added 91.66%
$0
$886,000 0.01% of portfolio
17,024
Q4 2024 Added 245.66%
$0
$1.07 Million 0.01% of portfolio
4,219
Q4 2024 Added 4.85%
$0
$632,000 0.01% of portfolio
12,130
Q4 2024 Added 27.2%
$0
$564,000 0.01% of portfolio
4,657
Q4 2024 Added 0.04%
$0
$588,000 0.01% of portfolio
5,607
Q2 2024 Reduced 44.42%
$0
$510,000 0.01% of portfolio
11,252
Q4 2024 Added 106.38%
$0
$610,000 0.01% of portfolio
25,491
Q4 2024 New
$0
$887,000 0.01% of portfolio
3,417
Q4 2024 Reduced 0.2%
$0
$1.14 Million 0.01% of portfolio
6,185
Q4 2024 Reduced 2.18%
$0
$660,000 0.01% of portfolio
6,262
Q4 2024 Reduced 9.0%
$0
$1.38 Million 0.01% of portfolio
25,911
Q4 2024 Added 129.1%
$0
$631,000 0.01% of portfolio
12,518
Q4 2024 Reduced 5.22%
$0
$625,000 0.01% of portfolio
10,385
Q4 2024 Added 31.01%
$0
$1.2 Million 0.01% of portfolio
18,893
Q4 2024 Added 64.23%
$0
$675,000 0.01% of portfolio
11,961
Q4 2024 Reduced 14.03%
$0
$645,000 0.01% of portfolio
14,001
Q4 2024 Reduced 50.0%
$0
$576,000 0.01% of portfolio
29,075
Q4 2024 Reduced 79.79%

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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