Wealthspire Advisors, LLC Asset Management

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.18 Million 0.03% of portfolio
519,355
Q1 2025 Added 10.42%
$97.5B
$3.6 Million 0.02% of portfolio
25,749
Q1 2025 Added 4.06%
$79.9B
$3 Million 0.02% of portfolio
21,879
Q1 2025 Reduced 4.04%
$0
$1.94 Million 0.01% of portfolio
59,538
Q1 2025 New
$0
$1.4 Million 0.01% of portfolio
124,888
Q1 2025 Added 237.22%
$0
$1.38 Million 0.01% of portfolio
95,223
Q1 2025 Added 277.34%
$74B
$1.25 Million 0.01% of portfolio
14,850
Q1 2025 Added 0.75%
$20.8B
$1.08 Million 0.01% of portfolio
11,725
Q1 2025 Reduced 6.24%
$54B
$1.04 Million 0.01% of portfolio
2,153
Q1 2025 Added 3.61%
$0
$867,000 0.01% of portfolio
79,500
Q1 2025 New
$5.21B
$611,000 0.0% of portfolio
18,882
Q1 2025 Reduced 1.82%
$0
$570,000 0.0% of portfolio
49,552
Q1 2025 New
$0
$514,000 0.0% of portfolio
43,000
Q4 2024 Reduced 55.05%
$0
$427,000 0.0% of portfolio
44,285
Q2 2024 New
$0
$420,000 0.0% of portfolio
22,750
Q4 2024 Added 31.88%
$0
$419,000 0.0% of portfolio
48,787
Q2 2022 New
$28.8B
$376,000 0.0% of portfolio
2,567
Q1 2025 Added 14.8%
$2.51B
$295,000 0.0% of portfolio
19,512
Q4 2024 New
$0
$253,000 0.0% of portfolio
14,678
Q2 2023 New
$0
$243,000 0.0% of portfolio
23,636
Q1 2023 Reduced 44.2%
$0
$242,000 0.0% of portfolio
24,196
Q4 2024 Added 68.13%
$0
$188,000 0.0% of portfolio
21,480
Q1 2025 Added 104.77%
$0
$176,000 0.0% of portfolio
18,550
Q1 2025 Added 5.7%
$526M
$172,000 0.0% of portfolio
16,687
Q2 2023 Reduced 19.86%
$0
$125,000 0.0% of portfolio
15,000
Q2 2024 New
$0
$95,000 0.0% of portfolio
10,333
Q4 2024 New
$0
$26,000 0.0% of portfolio
10,555
Q1 2025 Added 1.35%
$0
$24,000 0.0% of portfolio
11,385
Q1 2025 Added 2.17%
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