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
$383B
$5.48 Million 0.03% of portfolio
131,210
Q1 2025 Reduced 0.79%
$159B
$3.34 Million 0.02% of portfolio
15,768
Q1 2025 Added 110.97%
$16.1B
$2.99 Million 0.02% of portfolio
96,729
Q1 2025 Added 0.01%
$79.9B
$2.87 Million 0.02% of portfolio
11,565
Q1 2025 Reduced 2.4%
$237B
$2.97 Million 0.02% of portfolio
25,493
Q1 2025 Reduced 15.89%
$68.2B
$2.88 Million 0.02% of portfolio
84,382
Q1 2025 Added 138.8%
$79.5B
$3.01 Million 0.02% of portfolio
24,044
Q1 2025 Added 89.01%
$239B
$2.66 Million 0.02% of portfolio
4,869
Q1 2025 Reduced 1.28%
$65.2B
$2.84 Million 0.02% of portfolio
43,594
Q1 2025 Reduced 13.53%
$642B
$2.94 Million 0.02% of portfolio
21,027
Q1 2025 Reduced 3.46%
$95.4B
$2.66 Million 0.02% of portfolio
117,282
Q1 2025 Added 102.11%
$44.2B
$2.66 Million 0.02% of portfolio
264,782
Q1 2025 Added 106.55%
$108B
$3.38 Million 0.02% of portfolio
7,562
Q1 2025 Added 155.39%
$141B
$3.75 Million 0.02% of portfolio
16,080
Q1 2025 Added 101.4%
$88.6B
$3.23 Million 0.02% of portfolio
13,548
Q1 2025 Added 0.83%
$27.4B
$3.59 Million 0.02% of portfolio
3,036
Q1 2025 Added 100.0%
$195B
$3.03 Million 0.02% of portfolio
107,251
Q1 2025 Reduced 2.66%
$218B
$3.38 Million 0.02% of portfolio
45,933
Q1 2025 Added 1,184.12%
$65.7B
$2.61 Million 0.02% of portfolio
7,574
Q1 2025 Added 79.95%
$89.8B
$3 Million 0.02% of portfolio
21,879
Q1 2025 Reduced 4.04%
$120B
$3.6 Million 0.02% of portfolio
25,749
Q1 2025 Added 4.06%
$104B
$2.66 Million 0.02% of portfolio
13,210
Q1 2025 Added 2.16%
$88.1B
$3.53 Million 0.02% of portfolio
10,110
Q1 2025 Added 107.13%
$102B
$3.61 Million 0.02% of portfolio
59,144
Q1 2025 Added 106.23%
$280B
$3.93 Million 0.02% of portfolio
63,656
Q1 2025 Added 1.3%
$68.6B
$3.29 Million 0.02% of portfolio
77,916
Q1 2025 Added 81.2%
$107B
$3.5 Million 0.02% of portfolio
58,333
Q1 2025 Reduced 6.8%
$168B
$4.02 Million 0.02% of portfolio
8,073
Q1 2025 Added 0.82%
$60.7B
$2.53 Million 0.02% of portfolio
20,526
Q1 2025 Added 96.61%
$146B
$3.33 Million 0.02% of portfolio
27,322
Q1 2025 Added 82.23%
$93B
$2.78 Million 0.02% of portfolio
22,761
Q1 2025 Reduced 5.7%
$227B
$3.02 Million 0.02% of portfolio
11,240
Q1 2025 Reduced 0.31%
$2.18B
$3.78 Million 0.02% of portfolio
29,441
Q1 2025 Added 0.16%
$164B
$2.56 Million 0.02% of portfolio
8,228
Q1 2025 Reduced 1.35%
$54.8B
$1.12 Million 0.01% of portfolio
1,792
Q1 2025 Added 136.72%
$182B
$2.18 Million 0.01% of portfolio
29,946
Q1 2025 Added 15.04%
$55.9B
$1.56 Million 0.01% of portfolio
11,838
Q1 2025 Added 21.38%
$70.8B
$1.08 Million 0.01% of portfolio
6,583
Q1 2025 Added 5.08%
$1.67B
$1.62 Million 0.01% of portfolio
13,490
Q4 2024 Added 106.74%
$93.2B
$1.58 Million 0.01% of portfolio
6,836
Q1 2025 Added 3.36%
$34.7B
$1.12 Million 0.01% of portfolio
10,268
Q1 2025 Added 7.78%
$69.9B
$1.81 Million 0.01% of portfolio
30,294
Q1 2025 Reduced 8.04%
$104B
$2.08 Million 0.01% of portfolio
22,653
Q1 2025 Added 12.02%
$60B
$1.26 Million 0.01% of portfolio
30,633
Q1 2025 Reduced 8.84%
$20.3B
$865,000 0.01% of portfolio
7,645
Q1 2025 Added 0.58%
$5.99B
$978,000 0.01% of portfolio
683
Q1 2025 Reduced 5.14%
$145B
$1.7 Million 0.01% of portfolio
6,019
Q1 2025 Reduced 8.55%
$177B
$1.82 Million 0.01% of portfolio
11,870
Q1 2025 Reduced 3.64%
$12.4B
$1.9 Million 0.01% of portfolio
8,618
Q1 2025 Added 97.3%

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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