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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.5 Billion 15.16% of portfolio
2,556,471
Q4 2024 Added 5.1%
$0
$631 Million 6.36% of portfolio
1,171,516
Q4 2024 Added 0.68%
$0
$511 Million 5.15% of portfolio
10,683,889
Q4 2024 Added 8.39%
$0
$474 Million 4.77% of portfolio
7,606,982
Q4 2024 Added 5.71%
$0
$414 Million 4.17% of portfolio
15,144,112
Q4 2024 Added 195.79%
$0
$344 Million 3.46% of portfolio
586,133
Q4 2024 Reduced 2.54%
$0
$332 Million 3.35% of portfolio
1,146,397
Q4 2024 Added 3.53%
$0
$283 Million 2.85% of portfolio
4,795,167
Q4 2024 Added 4.24%
$0
$276 Million 2.78% of portfolio
7,976,206
Q4 2024 Added 0.95%
$0
$218 Million 2.2% of portfolio
1,891,540
Q4 2024 Added 7.29%
$0
$204 Million 2.05% of portfolio
4,510,774
Q4 2024 Added 5.3%
$0
$189 Million 1.9% of portfolio
10,198,152
Q4 2024 Added 105.62%
$0
$187 Million 1.89% of portfolio
456,531
Q4 2024 Added 32.05%
$0
$174 Million 1.75% of portfolio
3,950,485
Q4 2024 Added 9.32%
$0
$148 Million 1.49% of portfolio
779,659
Q4 2024 Added 2.35%
$0
$147 Million 1.48% of portfolio
557,214
Q4 2024 Added 1.1%
$0
$121 Million 1.22% of portfolio
448,843
Q4 2024 Added 1.86%
$3.86T
$116 Million 1.17% of portfolio
462,148
Q4 2024 Added 5.68%
$82.6B
$107 Million 1.07% of portfolio
296,862
Q4 2024 Added 5.05%
$2.98T
$97.7 Million 0.98% of portfolio
231,856
Q4 2024 Added 4.21%
$0
$90.2 Million 0.91% of portfolio
375,457
Q4 2024 Added 0.36%
$0
$87.7 Million 0.88% of portfolio
1,635,475
Q4 2024 Added 0.44%
$0
$72.3 Million 0.73% of portfolio
2,027,567
Q4 2024 Added 3.28%
$0
$72.1 Million 0.73% of portfolio
3,109,070
Q4 2024 Added 199.58%
$0
$70.7 Million 0.71% of portfolio
1,404,395
Q4 2024 Added 37.54%
$0
$67.1 Million 0.68% of portfolio
131,223
Q4 2024 Added 1.31%
$0
$64.2 Million 0.65% of portfolio
2,530,427
Q4 2024 Added 11.01%
$0
$62.4 Million 0.63% of portfolio
2,136,108
Q4 2024 Added 17.59%
$0
$62.3 Million 0.63% of portfolio
584,735
Q4 2024 Reduced 2.2%
$0
$61.4 Million 0.62% of portfolio
1,217,104
Q4 2024 Reduced 4.34%
$0
$60.7 Million 0.61% of portfolio
864,280
Q4 2024 Added 2.4%
$0
$59.5 Million 0.6% of portfolio
863,733
Q4 2024 Added 9.89%
$0
$57.4 Million 0.58% of portfolio
339,257
Q4 2024 Added 0.32%
$0
$57.2 Million 0.58% of portfolio
996,479
Q4 2024 Added 6.94%
$0
$56.7 Million 0.57% of portfolio
857,327
Q4 2024 Added 0.97%
$0
$55.9 Million 0.56% of portfolio
1,188,263
Q4 2024 Added 12.63%
$0
$53.2 Million 0.54% of portfolio
190,073
Q4 2024 Added 11.79%
$0
$52.3 Million 0.53% of portfolio
727,028
Q4 2024 Added 6.43%
$0
$50.1 Million 0.5% of portfolio
502,928
Q4 2024 Reduced 13.64%
$0
$48.1 Million 0.48% of portfolio
119,673
Q4 2024 Added 0.34%
$0
$42.3 Million 0.43% of portfolio
560,009
Q4 2024 Added 0.83%
$2.18T
$41 Million 0.41% of portfolio
186,835
Q4 2024 Added 5.41%
$0
$35.3 Million 0.36% of portfolio
704,877
Q4 2024 Reduced 5.71%
$89.1B
$35.6 Million 0.36% of portfolio
153,337
Q4 2024 Reduced 7.41%
$1.06T
$33.6 Million 0.34% of portfolio
176,240
Q4 2024 Added 6.68%
$0
$34.1 Million 0.34% of portfolio
171,840
Q4 2024 Added 12.03%
$0
$32.3 Million 0.33% of portfolio
797,068
Q4 2024 Reduced 35.55%
$0
$32.2 Million 0.32% of portfolio
412,773
Q4 2024 Added 0.7%
$0
$31.9 Million 0.32% of portfolio
469,382
Q4 2024 Added 9.97%

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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