Wealthspire Advisors, LLC Asset Management

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6 Million 0.03% of portfolio
603,279
Q3 2025 Reduced 0.31%
$98.1B
$4.42 Million 0.02% of portfolio
25,890
Q3 2025 Reduced 0.73%
$78.4B
$3.05 Million 0.02% of portfolio
22,872
Q3 2025 Reduced 2.17%
$0
$1.86 Million 0.01% of portfolio
226,486
Q3 2025 Added 17.32%
$89.3B
$1.71 Million 0.01% of portfolio
15,691
Q3 2025 Reduced 1.86%
$0
$1.56 Million 0.01% of portfolio
108,200
Q3 2025 Reduced 14.87%
$47B
$1.01 Million 0.01% of portfolio
2,066
Q3 2025 Reduced 3.59%
$23B
$913,000 0.0% of portfolio
8,896
Q3 2025 Reduced 27.85%
$0
$523,000 0.0% of portfolio
22,750
Q4 2024 Added 31.88%
$4.41B
$492,000 0.0% of portfolio
18,882
Q1 2025 Reduced 1.82%
$0
$474,000 0.0% of portfolio
52,057
Q3 2025 Added 6.7%
$839M
$383,000 0.0% of portfolio
25,084
Q2 2025 New
$42.9B
$377,000 0.0% of portfolio
3,256
Q3 2025 New
$24.4B
$374,000 0.0% of portfolio
2,343
Q3 2025 Added 21.34%
$103B
$286,000 0.0% of portfolio
2,202
Q3 2025 Reduced 6.73%
$0
$285,000 0.0% of portfolio
24,219
Q3 2025 New
$2.37B
$264,000 0.0% of portfolio
19,287
Q2 2025 Reduced 1.15%
$0
$242,000 0.0% of portfolio
24,196
Q4 2024 Added 68.13%
$0
$200,000 0.0% of portfolio
9,848
Q3 2025 New
$26.6B
$194,000 0.0% of portfolio
1,442
Q3 2025 Reduced 18.11%
$0
$191,000 0.0% of portfolio
8,019
Q3 2025 New
$0
$183,000 0.0% of portfolio
18,550
Q1 2025 Added 5.7%
$0
$176,000 0.0% of portfolio
11,792
Q3 2025 New
$0
$163,000 0.0% of portfolio
14,315
Q3 2025 Reduced 83.44%
$579M
$158,000 0.0% of portfolio
16,687
Q2 2023 Reduced 19.86%
$2.24B
$141,000 0.0% of portfolio
7,505
Q3 2025 New
$21.1B
$123,000 0.0% of portfolio
1,493
Q3 2025 New
$0
$115,000 0.0% of portfolio
43,025
Q2 2025 New
$893M
$114,000 0.0% of portfolio
10,335
Q3 2025 Added 3.16%
$0
$110,000 0.0% of portfolio
11,500
Q2 2025 Reduced 74.03%
$0
$110,000 0.0% of portfolio
12,260
Q3 2025 Added 10.55%
$0
$101,000 0.0% of portfolio
10,000
Q3 2025 New
$0
$98,000 0.0% of portfolio
10,333
Q4 2024 New
$0
$72,000 0.0% of portfolio
7,150
Q3 2025 Reduced 46.78%
$4.4B
$67,000 0.0% of portfolio
1,061
Q3 2025 New
$0
$63,000 0.0% of portfolio
5,156
Q3 2025 New
$4.38B
$61,000 0.0% of portfolio
1,190
Q3 2025 New
$6.09B
$58,000 0.0% of portfolio
3,450
Q3 2025 New
$0
$58,000 0.0% of portfolio
5,791
Q3 2025 New
$0
$57,000 0.0% of portfolio
1,559
Q3 2025 New
$0
$55,000 0.0% of portfolio
5,000
Q3 2025 New
$10.7B
$55,000 0.0% of portfolio
2,426
Q3 2025 New
$0
$54,000 0.0% of portfolio
5,403
Q3 2025 New
$143M
$53,000 0.0% of portfolio
7,766
Q3 2025 New
$0
$50,000 0.0% of portfolio
4,041
Q3 2025 New
$0
$46,000 0.0% of portfolio
4,198
Q3 2025 New
$0
$46,000 0.0% of portfolio
2,259
Q3 2025 New
$0
$43,000 0.0% of portfolio
1,740
Q3 2025 New
$1.33B
$41,000 0.0% of portfolio
800
Q3 2025 New
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