Wealthspire Advisors, LLC ETFs

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFSD Dimensional ETF Tr Short Durat	$0	$835,000 0.01% of portfolio	17,832	Q4 2024 New
EZM Wisdomtree U.S. Midcap Fund	$0	$824,000 0.01% of portfolio	13,194	Q4 2024 Added 91.66%
IEI Ishares Barclays 3 7 Yr Treas	$0	$814,000 0.01% of portfolio	7,046	Q4 2024 Reduced 39.17%
ITA Ishares Tr	$0	$804,000 0.01% of portfolio	5,532	Q4 2024 Reduced 4.32%
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$786,000 0.01% of portfolio	60,527	Q4 2024 Reduced 18.5%
IUSG Ishares Core S&P U.S Growth Et	$0	$771,000 0.01% of portfolio	5,538	Q4 2024 Reduced 2.38%
SHM Spdr Nuveen Bloomberg Short Te	$0	$746,000 0.01% of portfolio	15,762	Q4 2024 Added 7.54%
SLYV Spdr S&P 600 Small Cap Value E	$0	$726,000 0.01% of portfolio	8,322	Q4 2024 New
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$707,000 0.01% of portfolio	14,639	Q4 2024 Added 5.1%
BBJP Jp Morgan ETF Trust Betabuilde	$0	$681,000 0.01% of portfolio	12,408	Q3 2024 Added 4.36%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$675,000 0.01% of portfolio	11,961	Q4 2024 Reduced 14.03%
XLP Consumer Staples Sector Spdr	$0	$670,000 0.01% of portfolio	8,823	Q4 2024 Reduced 0.8%
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$668,000 0.01% of portfolio	21,574	Q4 2024 Reduced 49.89%
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$660,000 0.01% of portfolio	6,262	Q4 2024 Reduced 9.0%
JPEM Jp Morgan Diversified Return	$0	$660,000 0.01% of portfolio	12,730	Q4 2024 Reduced 27.56%
ITM Vaneck Intermediate Muni ETF	$0	$645,000 0.01% of portfolio	14,001	Q4 2024 Reduced 50.0%
XLU Utilities Sector Spdr	$0	$642,000 0.01% of portfolio	8,485	Q4 2024 Added 39.58%
PHB Invesco Fd Tr Ii Fundamental H	$0	$641,000 0.01% of portfolio	35,498	Q4 2024 New
ACWX Ishares Msci Acwi Ex Us ETF	$0	$632,000 0.01% of portfolio	12,130	Q4 2024 Added 27.2%
ICSH Blackrock Ultra Short Term Bon	$0	$631,000 0.01% of portfolio	12,518	Q4 2024 Reduced 5.22%
VIOO Vanguard S&P Small Cap 600 ETF	$0	$631,000 0.01% of portfolio	5,956	Q4 2024 Reduced 0.32%
USMV Ishares Msci Usa Min Vol Facto	$0	$629,000 0.01% of portfolio	7,087	Q4 2024 Added 17.22%
ICF Ishares Tr	$0	$625,000 0.01% of portfolio	10,385	Q4 2024 Added 31.01%
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$610,000 0.01% of portfolio	25,491	Q4 2024 New
URTH Ishares Msci World ETF	$0	$601,000 0.01% of portfolio	3,866	Q3 2024 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$592,000 0.01% of portfolio	6,555	Q4 2024 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$588,000 0.01% of portfolio	5,607	Q2 2024 Reduced 44.42%
DFSV Dimensional ETF Tr Dimensional	$0	$586,000 0.01% of portfolio	19,047	Q4 2024 New
JVAL J P Morgan ETF Tr U S Value Fa	$0	$579,000 0.01% of portfolio	13,407	Q4 2024 Reduced 15.02%
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$576,000 0.01% of portfolio	29,075	Q4 2024 Reduced 79.79%
VDE Vanguard Energy ETF	$0	$564,000 0.01% of portfolio	4,657	Q4 2024 Added 0.04%
IVOG Vanguard S&P Mid Cap 400 Growt	$0	$558,000 0.01% of portfolio	4,955	Q4 2024 Reduced 0.56%
SMLF Ishares Msci Usa Small Cap Mul	$0	$543,000 0.01% of portfolio	8,049	Q4 2024 Reduced 7.15%
VMBS Vanguard Mortg Backed Sec ETF	$0	$510,000 0.01% of portfolio	11,252	Q4 2024 Added 106.38%
MLPX Global X Mlp & Energy Infrastr	$0	$504,000 0.01% of portfolio	8,345	Q4 2024 New
VIOG Vanguard S&P Small Cap 600 Gro	$0	$502,000 0.01% of portfolio	4,324	Q3 2024 New
FHLC Fidelity Covington Tr Msci Hea	$0	$492,000 0.0% of portfolio	7,528	Q4 2024 Added 3.22%
KBE Spdr S&P Bank ETF	$0	$489,000 0.0% of portfolio	8,831	Q4 2024 New
IYH Ishares Tr	$0	$484,000 0.0% of portfolio	8,307	Q4 2024 Reduced 59.07%
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$458,000 0.0% of portfolio	11,064	Q4 2024 Added 17.61%
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$453,000 0.0% of portfolio	7,154	Q4 2024 Added 16.08%
IWC Russell Micro Cap ETF	$0	$451,000 0.0% of portfolio	3,463	Q4 2024 Added 0.06%
IXN Ishares Global Information Tec	$0	$450,000 0.0% of portfolio	5,321	Q4 2024 Added 27.69%
DFEM Dimensional ETF Tr Emerging Mk	$0	$445,000 0.0% of portfolio	17,011	Q4 2024 New
GEM Goldman Sachs ETF Tr Actvebeta	$0	$443,000 0.0% of portfolio	13,898	Q4 2024 Reduced 57.23%
SPSM Spdr Portfolio S&P 600 Small C	$0	$439,000 0.0% of portfolio	9,775	Q4 2024 New
BBCA J P Morgan ETF Tr Betabuilders	$0	$427,000 0.0% of portfolio	6,061	Q3 2024 Reduced 2.37%
FNDF Schwab Fundamental Intl Large	$0	$426,000 0.0% of portfolio	12,843	Q4 2024 Added 6.37%
PBW Invesco Exchange Traded Fd Tr	$0	$425,000 0.0% of portfolio	21,245	Q4 2024 Reduced 1.61%
JEPI J P Morgan Exchange Traded Fd	$0	$424,000 0.0% of portfolio	7,373	Q4 2024 New

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