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
$157M
$15,000 0.0% of portfolio
25,970
Q1 2023 New
$10.6B
$210,000 0.0% of portfolio
2,378
Q3 2024 Reduced 12.54%
$11.9B
$433,000 0.0% of portfolio
2,675
Q3 2024 Added 62.91%
$6.49B
$340,000 0.0% of portfolio
32,083
Q3 2024 Added 0.59%
$42.7B
$236,000 0.0% of portfolio
2,275
Q3 2024 Reduced 2.86%
$7.43B
$424,000 0.0% of portfolio
4,234
Q3 2024 Reduced 5.81%
$8.09B
$353,000 0.0% of portfolio
1,704
Q3 2024 Added 0.83%
$30.7B
$241,000 0.0% of portfolio
3,326
Q3 2024 Added 0.12%
$8.82B
$262,000 0.0% of portfolio
6,391
Q3 2024 Added 4.33%
$46.9B
$359,000 0.0% of portfolio
6,976
Q3 2024 Reduced 27.61%
$61.5B
$332,000 0.0% of portfolio
320
Q3 2024 Reduced 0.31%
$0
$132,000 0.0% of portfolio
15,000
Q2 2024 New
$4.49B
$345,000 0.0% of portfolio
2,528
Q3 2023 New
$15.6B
$473,000 0.0% of portfolio
3,453
Q3 2024 Added 0.17%
$17.5B
$225,000 0.0% of portfolio
3,641
Q3 2024 New
$52B
$400,000 0.0% of portfolio
4,780
Q3 2024 Added 12.55%
$61.7B
$377,000 0.0% of portfolio
1,038
Q3 2024 Reduced 6.99%
$48.2B
$311,000 0.0% of portfolio
2,569
Q3 2024 Added 0.23%
$109B
$224,000 0.0% of portfolio
1,779
Q3 2024 New
$21.6B
$235,000 0.0% of portfolio
2,742
Q3 2024 New
$166M
$150,000 0.0% of portfolio
30,000
Q2 2022 New
$0
$264,000 0.0% of portfolio
23,636
Q1 2023 Reduced 44.2%

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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