Wealthspire Advisors, LLC Portfolio Holdings

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025

Wealthspire Advisors, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $16.6 Billion distributed in 921 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 $2.91B, Vanguard Index Fds S&P 500 ETF with a value of $1.21B, Vanguard Ftse Developed Market with a value of $1.14B, Ishares Core S&P Mid Cap ETF with a value of $903M, and Schwab Strategic Tr Us Dividen with a value of $826M.

Examining the 13F form we can see an increase of $6.66B in the current position value, from $9.93B to 16.6B.

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 $16.6 Billion
ETFs: $15.2 Billion
Technology: $424 Million
Financial Services: $328 Million
Healthcare: $125 Million
Consumer Cyclical: $120 Million
Consumer Defensive: $115 Million
Communication Services: $87.4 Million
Industrials: $81.5 Million
Other: $110 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$168 Million 1.01% of portfolio
447,888
Q1 2025 Added 93.18%
$3.41T
$134 Million 0.81% of portfolio
601,515
Q1 2025 Added 30.16%
$72.6B
$115 Million 0.69% of portfolio
288,132
Q1 2025 Reduced 2.94%
$98.8B
$40.6 Million 0.24% of portfolio
153,204
Q1 2025 Reduced 0.09%
$631B
$35 Million 0.21% of portfolio
65,729
Q1 2025 Added 3.46%
$2.34T
$33.7 Million 0.2% of portfolio
177,082
Q1 2025 Reduced 5.22%
$430B
$30.1 Million 0.18% of portfolio
181,356
Q1 2025 Added 100.44%
$1.16T
$28.8 Million 0.17% of portfolio
184,649
Q1 2025 Added 4.77%
$178B
$25 Million 0.15% of portfolio
80,275
Q1 2025 Reduced 7.71%
$367B
$24.3 Million 0.15% of portfolio
142,474
Q1 2025 Added 96.61%
$303B
$21 Million 0.13% of portfolio
292,880
Q1 2025 Added 101.47%
$293B
$21.2 Million 0.13% of portfolio
127,022
Q1 2025 Added 101.22%
$427B
$21.2 Million 0.13% of portfolio
195,826
Q1 2025 Added 11.97%
$853B
$19 Million 0.11% of portfolio
77,328
Q1 2025 Reduced 1.5%
$450B
$17 Million 0.1% of portfolio
143,042
Q1 2025 Added 3.46%
$373B
$17.4 Million 0.1% of portfolio
47,400
Q1 2025 Added 99.86%
$419B
$14.6 Million 0.09% of portfolio
15,487
Q1 2025 Reduced 3.99%
$260B
$14.9 Million 0.09% of portfolio
170,016
Q1 2025 Added 107.69%
$1.62T
$14 Million 0.08% of portfolio
24,214
Q1 2025 Reduced 2.79%
$724B
$13.8 Million 0.08% of portfolio
16,698
Q1 2025 Added 91.73%
$1.07T
$13 Million 0.08% of portfolio
84,102
Q1 2025 Reduced 15.06%
$327B
$11.3 Million 0.07% of portfolio
53,742
Q1 2025 Reduced 2.67%
$305B
$10.3 Million 0.06% of portfolio
143,588
Q1 2025 Added 508.14%
$218B
$10.4 Million 0.06% of portfolio
33,150
Q1 2025 Added 88.66%
$7.3B
$10.3 Million 0.06% of portfolio
77,466
Q1 2025 Added 0.04%
$427B
$10.4 Million 0.06% of portfolio
13
Q1 2025 New
$195B
$10.8 Million 0.06% of portfolio
71,898
Q1 2025 Added 100.73%
$108B
$8.88 Million 0.05% of portfolio
90,522
Q1 2025 Added 111.91%
$1.04T
$9.09 Million 0.05% of portfolio
35,090
Q1 2025 Added 2.43%
$477M
$7.64 Million 0.05% of portfolio
453,399
Q1 2025 Reduced 3.75%
$574B
$9.07 Million 0.05% of portfolio
25,886
Q1 2025 Added 6.31%
$529B
$8.37 Million 0.05% of portfolio
15,269
Q1 2025 Reduced 1.31%
$58.5B
$5.93 Million 0.04% of portfolio
9,350
Q1 2025 Added 66.4%
$264B
$7.39 Million 0.04% of portfolio
14,107
Q1 2025 Added 0.93%
$280B
$7.38 Million 0.04% of portfolio
46,508
Q1 2025 Added 1.82%
$178B
$6.04 Million 0.04% of portfolio
133,140
Q1 2025 Reduced 0.78%
$139B
$6.71 Million 0.04% of portfolio
28,392
Q1 2025 Added 101.6%
$220B
$6.07 Million 0.04% of portfolio
61,548
Q1 2025 Added 136.67%
$549B
$6.3 Million 0.04% of portfolio
6,761
Q1 2025 Reduced 27.14%
$175B
$6.94 Million 0.04% of portfolio
88,702
Q1 2025 Added 95.78%
$136B
$5.82 Million 0.04% of portfolio
229,664
Q1 2025 Added 82.62%
$117B
$7.23 Million 0.04% of portfolio
43,162
Q1 2025 Added 3.98%
$79.3B
$4.52 Million 0.03% of portfolio
8,830
Q1 2025 Added 103.6%
$218B
$4.96 Million 0.03% of portfolio
37,422
Q1 2025 Reduced 0.58%
$0
$5.18 Million 0.03% of portfolio
519,355
Q1 2025 Added 10.42%
$201B
$4.41 Million 0.03% of portfolio
49,095
Q1 2025 Reduced 10.02%
$298B
$4.43 Million 0.03% of portfolio
52,482
Q1 2025 Reduced 36.78%
$287B
$4.41 Million 0.03% of portfolio
22,041
Q1 2025 Added 4.63%
$289B
$5.7 Million 0.03% of portfolio
21,388
Q1 2025 Added 66.92%

Summary

  • Portfolio
  • No. of Stocks 921
  • Current Value $16.6 Billion
  • Prior Value $9.93 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 45 stocks
  • Additional Purchases 382 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 267 stocks
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