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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$582M
$8.76 Million 0.09% of portfolio
516,254
Q3 2024 Reduced 6.66%
$432M
$1.98 Million 0.02% of portfolio
77,042
Q3 2024 Added 0.18%
$2B
$1.75 Million 0.02% of portfolio
35,962
Q1 2024 Added 5.17%
$348M
$2.01 Million 0.02% of portfolio
95,415
Q4 2022 Reduced 0.21%
$1.39B
$539,000 0.01% of portfolio
6,525
Q4 2022 Reduced 23.48%
$361M
$620,000 0.01% of portfolio
39,071
Q3 2024 Added 0.0%
$1.24B
$504,000 0.01% of portfolio
53,705
Q3 2024 Reduced 5.78%
$1.78B
$583,000 0.01% of portfolio
10,123
Q3 2024 Added 12.35%
$1.44B
$534,000 0.01% of portfolio
11,138
Q3 2024 Reduced 0.13%
$672M
$198,000 0.0% of portfolio
16,687
Q2 2023 Reduced 19.86%
$385M
$211,000 0.0% of portfolio
11,097
Q3 2024 Added 2.07%
$951M
$380,000 0.0% of portfolio
54,232
Q2 2024 Reduced 26.94%
$565M
$22,000 0.0% of portfolio
23,300
Q1 2024 Added 102.61%
$426M
$295,000 0.0% of portfolio
15,266
Q1 2022 Added 3.3%
$398M
$442,000 0.0% of portfolio
22,026
Q3 2024 Added 7.31%
$562M
$73,000 0.0% of portfolio
18,194
Q1 2024 Added 49.24%
$566M
$178,000 0.0% of portfolio
13,999
Q1 2022 New

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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