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
$1.35B
$504,000 0.01% of portfolio
53,705
Q3 2024 Reduced 5.78%
$38.5B
$1.21 Million 0.01% of portfolio
29,788
Q3 2024 Added 10.15%
$0
$1.23 Million 0.01% of portfolio
95,653
Q2 2024 New
$13B
$597,000 0.01% of portfolio
2,050
Q3 2024 New
$0
$804,000 0.01% of portfolio
77,062
Q2 2024 New
$58.8B
$1.03 Million 0.01% of portfolio
326
Q3 2024 Added 0.62%
$76.2B
$910,000 0.01% of portfolio
14,494
Q3 2024 Reduced 0.95%
$52.5B
$575,000 0.01% of portfolio
1,779
Q3 2024 Reduced 1.44%
$39.4B
$713,000 0.01% of portfolio
19,894
Q3 2024 Reduced 8.03%
$25.7B
$1.04 Million 0.01% of portfolio
5,433
Q3 2024 Added 8.68%
$73.2B
$501,000 0.01% of portfolio
6,473
Q3 2024 Added 1.25%
$62.5B
$553,000 0.01% of portfolio
11,094
Q3 2024 Added 9.55%
$38.6B
$1.03 Million 0.01% of portfolio
13,927
Q3 2024 Added 5.05%
$77.4B
$540,000 0.01% of portfolio
1,789
Q3 2024 Added 4.5%
$135B
$536,000 0.01% of portfolio
8,571
Q3 2024 Added 115.51%
$1.72B
$583,000 0.01% of portfolio
10,123
Q3 2024 Added 12.35%
$118B
$1.12 Million 0.01% of portfolio
3,891
Q3 2024 Added 5.79%
$54.6B
$768,000 0.01% of portfolio
4,746
Q3 2024 Added 1.32%
$7.33B
$1.01 Million 0.01% of portfolio
50,126
Q3 2024 Added 1.31%
$27.2B
$536,000 0.01% of portfolio
5,129
Q3 2024 Added 67.29%
$22.5B
$814,000 0.01% of portfolio
3,956
Q3 2024 Added 623.22%
$17.6B
$1.03 Million 0.01% of portfolio
7,355
Q3 2024 Reduced 3.48%
$7.97B
$559,000 0.01% of portfolio
91,799
Q1 2024 Reduced 15.13%
$34.9B
$1.09 Million 0.01% of portfolio
10,483
Q3 2024 Added 22.14%
$10.1B
$692,000 0.01% of portfolio
1,618
Q3 2024 Reduced 12.68%
$142B
$930,000 0.01% of portfolio
8,840
Q3 2024 Added 8.53%
$4.24B
$539,000 0.01% of portfolio
7,215
Q3 2024 Reduced 0.41%
$7.18B
$780,000 0.01% of portfolio
14,202
Q3 2024 Reduced 7.14%
$71.8B
$757,000 0.01% of portfolio
5,061
Q3 2024 Reduced 1.56%
$79.2B
$1.37 Million 0.01% of portfolio
13,242
Q3 2024 Added 243.68%
$2.21B
$681,000 0.01% of portfolio
34,271
Q3 2024 Reduced 5.57%
$64B
$1.02 Million 0.01% of portfolio
3,627
Q3 2024 New
$24.2B
$502,000 0.01% of portfolio
2,219
Q3 2024 New
$48.4B
$868,000 0.01% of portfolio
15,033
Q3 2024 Added 88.83%
$71B
$1.17 Million 0.01% of portfolio
10,483
Q3 2024 Reduced 21.61%
$10.2B
$1.09 Million 0.01% of portfolio
14,898
Q3 2024 Added 0.01%
$24.1B
$1.17 Million 0.01% of portfolio
9,076
Q3 2024 Reduced 4.46%
$15.9B
$559,000 0.01% of portfolio
9,227
Q3 2024 Reduced 4.08%
$55.1B
$959,000 0.01% of portfolio
5,063
Q3 2024 Added 87.87%
$89.6B
$782,000 0.01% of portfolio
1,583
Q3 2024 Reduced 2.46%
$49B
$717,000 0.01% of portfolio
5,117
Q3 2024 Added 48.62%
$95.1B
$703,000 0.01% of portfolio
3,025
Q3 2024 Added 119.52%
$61B
$638,000 0.01% of portfolio
1,360
Q3 2024 Added 14.57%
$110B
$1.21 Million 0.01% of portfolio
5,249
Q3 2024 Added 4.11%
$68.4B
$1.26 Million 0.01% of portfolio
8,946
Q3 2024 Reduced 2.9%
$36.8B
$781,000 0.01% of portfolio
6,984
Q3 2024 Reduced 2.76%
$10.4B
$591,000 0.01% of portfolio
15,350
Q3 2024 Reduced 15.12%
$29.2B
$524,000 0.01% of portfolio
8,785
Q3 2024 Reduced 2.52%
$1.45B
$534,000 0.01% of portfolio
11,138
Q3 2024 Reduced 0.13%

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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