Wealthspire Advisors, LLC Portfolio Holdings

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

Wealthspire Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $9.71 Billion distributed in 756 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 $1.4B, Vanguard Index Fds S&P 500 ETF with a value of $614M, Vanguard Ftse Developed Market with a value of $521M, Ishares Core S&P Mid Cap ETF with a value of $448M, and Schwab Strategic Tr Us Dividen with a value of $433M.

Examining the 13F form we can see an increase of $1.94B in the current position value, from $7.78B to 9.71B.

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 $9.71 Billion
ETFs: $8.59 Billion
Technology: $313 Million
Financial Services: $268 Million
Healthcare: $103 Million
Consumer Cyclical: $93.6 Million
Communication Services: $78.9 Million
Consumer Defensive: $76.5 Million
Industrials: $75.3 Million
Other: $99.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$102 Million 1.05% of portfolio
437,325
Q3 2024 Added 11.51%
$81.4B
$97.8 Million 1.01% of portfolio
282,579
Q3 2024 Reduced 7.13%
$3.15T
$95.7 Million 0.99% of portfolio
222,485
Q3 2024 Added 38.31%
$85.3B
$36.5 Million 0.38% of portfolio
165,601
Q3 2024 Added 2.0%
$2.1T
$33 Million 0.34% of portfolio
177,241
Q3 2024 Added 13.6%
$228B
$32 Million 0.33% of portfolio
90,419
Q3 2024 Added 9.19%
$623B
$27.8 Million 0.29% of portfolio
60,343
Q3 2024 Added 16.31%
$1.04T
$27.6 Million 0.28% of portfolio
165,206
Q3 2024 Added 17.3%
$733B
$16.2 Million 0.17% of portfolio
76,921
Q3 2024 Added 4.14%
$337B
$16.4 Million 0.17% of portfolio
134,952
Q3 2024 Added 9.2%
$490B
$15.2 Million 0.16% of portfolio
129,390
Q3 2024 Added 3.71%
$426B
$15.8 Million 0.16% of portfolio
17,850
Q3 2024 Added 29.12%
$406B
$15.7 Million 0.16% of portfolio
96,703
Q3 2024 Added 10.14%
$1.01T
$14.8 Million 0.15% of portfolio
88,977
Q3 2024 Added 7.18%
$1.29T
$12.6 Million 0.13% of portfolio
21,950
Q3 2024 Added 11.55%
$425B
$12.7 Million 0.13% of portfolio
73,113
Q3 2024 Added 42.27%
$317B
$9.8 Million 0.1% of portfolio
66,556
Q3 2024 Added 2.43%
$279B
$9.98 Million 0.1% of portfolio
138,910
Q3 2024 Reduced 3.06%
$8.4B
$10.1 Million 0.1% of portfolio
77,380
Q3 2023 Added 0.16%
$437B
$8.82 Million 0.09% of portfolio
21,758
Q3 2024 Added 6.54%
$445M
$8.76 Million 0.09% of portfolio
516,254
Q3 2024 Reduced 6.66%
$80.9B
$8.53 Million 0.09% of portfolio
8,112
Q3 2024 Added 1,629.64%
$508B
$7.37 Million 0.08% of portfolio
14,927
Q3 2024 Added 8.8%
$569B
$7.81 Million 0.08% of portfolio
13,363
Q3 2024 Added 14.22%
$383B
$6.61 Million 0.07% of portfolio
166,630
Q3 2024 Added 32.73%
$1.05T
$6.64 Million 0.07% of portfolio
25,368
Q3 2024 Added 0.65%
$515B
$7.28 Million 0.07% of portfolio
26,495
Q3 2024 Added 3.28%
$64.7B
$6.75 Million 0.07% of portfolio
39,121
Q3 2024 Added 1,153.07%
$50.3B
$5.56 Million 0.06% of portfolio
61,067
Q3 2024 Reduced 0.43%
$749B
$6.23 Million 0.06% of portfolio
7,037
Q3 2024 Added 23.2%
$204B
$5.63 Million 0.06% of portfolio
46,410
Q3 2024 Added 2.9%
$224B
$5.61 Million 0.06% of portfolio
33,000
Q3 2024 Added 8.16%
$186B
$6.11 Million 0.06% of portfolio
136,083
Q3 2024 Reduced 2.44%
$249B
$5.73 Million 0.06% of portfolio
70,949
Q3 2024 Reduced 4.31%
$203B
$5.82 Million 0.06% of portfolio
26,342
Q3 2024 Added 4.59%
$261B
$6.21 Million 0.06% of portfolio
54,699
Q3 2024 Added 7.59%
$390B
$6.3 Million 0.06% of portfolio
8,886
Q3 2024 Added 2.94%
$204B
$4.99 Million 0.05% of portfolio
8,071
Q3 2024 Added 3.06%
$217B
$5.32 Million 0.05% of portfolio
17,465
Q3 2024 Added 14.02%
$0
$4.66 Million 0.05% of portfolio
433,489
Q3 2024 Added 15.03%
$208B
$4.46 Million 0.05% of portfolio
39,129
Q3 2024 Added 3.88%
$151B
$3.41 Million 0.04% of portfolio
13,864
Q3 2024 Added 21.0%
$493B
$3.57 Million 0.04% of portfolio
20,946
Q3 2024 Added 8.27%
$134B
$3.99 Million 0.04% of portfolio
26,030
Q3 2024 Added 4.81%
$222B
$3.49 Million 0.04% of portfolio
33,482
Q3 2024 Added 1.29%
$197B
$3.69 Million 0.04% of portfolio
19,583
Q3 2024 Added 5.49%
$86.3B
$3.42 Million 0.04% of portfolio
13,150
Q3 2024 Added 7.75%
$145B
$3.58 Million 0.04% of portfolio
123,626
Q3 2024 Added 2.09%
$154B
$3.77 Million 0.04% of portfolio
44,653
Q3 2024 Reduced 0.35%

Summary

  • Portfolio
  • No. of Stocks 756
  • Current Value $9.71 Billion
  • Prior Value $7.78 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 118 stocks
  • Additional Purchases 368 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 191 stocks
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