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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$242M
$421,000 0.0% of portfolio
39,064
Q4 2024 Reduced 0.02%
$193M
$216,000 0.0% of portfolio
108,183
Q2 2024 New
$58.3M
$76,000 0.0% of portfolio
44,834
Q2 2024 New
$152M
$32,000 0.0% of portfolio
11,060
Q1 2025 Reduced 5.15%
$82.4M
$14,000 0.0% of portfolio
15,151
Q4 2024 Reduced 50.0%
$97.2M
$5,000 0.0% of portfolio
14,376
Q1 2025 Added 9.89%
$251M
$66,000 0.0% of portfolio
101,090
Q1 2025 New
$76.7M
$486,000 0.0% of portfolio
398,374
Q1 2024 Added 116.67%
$109M
$125,000 0.0% of portfolio
30,000
Q2 2022 New
$102M
$487,000 0.0% of portfolio
71,831
Q4 2024 Added 11.25%
$160M
$201,000 0.0% of portfolio
66,212
Q2 2024 Added 40.71%

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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