Wealthspire Advisors, LLC Asset Management

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.85 Million 0.03% of portfolio
605,142
Q2 2025 Added 16.52%
$119B
$3.9 Million 0.02% of portfolio
26,080
Q2 2025 Added 1.29%
$0
$3.53 Million 0.02% of portfolio
97,683
Q2 2025 Added 64.07%
$75.5B
$3.32 Million 0.02% of portfolio
23,379
Q2 2025 Added 6.86%
$0
$1.77 Million 0.01% of portfolio
127,095
Q2 2025 Added 33.47%
$0
$1.55 Million 0.01% of portfolio
193,045
Q2 2025 New
$86.2B
$1.46 Million 0.01% of portfolio
15,989
Q2 2025 Added 7.67%
$23.3B
$1.19 Million 0.01% of portfolio
12,330
Q2 2025 Added 5.16%
$52.5B
$1.14 Million 0.01% of portfolio
2,143
Q2 2025 Reduced 0.46%
$0
$943,000 0.01% of portfolio
86,426
Q2 2025 Reduced 30.8%
$0
$824,000 0.0% of portfolio
79,500
Q1 2025 New
$4.36B
$580,000 0.0% of portfolio
18,882
Q1 2025 Reduced 1.82%
$0
$547,000 0.0% of portfolio
48,537
Q2 2025 Reduced 2.05%
$0
$485,000 0.0% of portfolio
22,750
Q4 2024 Added 31.88%
$0
$433,000 0.0% of portfolio
48,787
Q2 2022 New
$819M
$404,000 0.0% of portfolio
25,084
Q2 2025 New
$110B
$314,000 0.0% of portfolio
2,361
Q2 2025 Reduced 27.51%
$2.36B
$282,000 0.0% of portfolio
19,287
Q2 2025 Reduced 1.15%
$0
$259,000 0.0% of portfolio
14,678
Q2 2023 New
$0
$234,000 0.0% of portfolio
24,196
Q4 2024 Added 68.13%
$27.6B
$223,000 0.0% of portfolio
1,761
Q2 2025 New
$0
$172,000 0.0% of portfolio
18,550
Q1 2025 Added 5.7%
$541M
$159,000 0.0% of portfolio
16,687
Q2 2023 Reduced 19.86%
$0
$133,000 0.0% of portfolio
13,436
Q2 2025 Reduced 43.15%
$0
$124,000 0.0% of portfolio
15,000
Q2 2024 New
$0
$116,000 0.0% of portfolio
43,025
Q2 2025 New
$893M
$111,000 0.0% of portfolio
10,018
Q2 2025 New
$0
$105,000 0.0% of portfolio
11,500
Q2 2025 Reduced 74.03%
$0
$96,000 0.0% of portfolio
11,090
Q2 2025 Reduced 48.37%
$0
$92,000 0.0% of portfolio
10,333
Q4 2024 New
$0
$28,000 0.0% of portfolio
10,853
Q2 2025 Added 2.82%
$0
$24,000 0.0% of portfolio
11,645
Q2 2025 Added 2.28%
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