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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.91 Billion 17.56% of portfolio
5,183,932
Q1 2025 Added 102.78%
$0
$1.21 Billion 7.28% of portfolio
2,351,556
Q1 2025 Added 100.73%
$0
$1.14 Billion 6.9% of portfolio
22,514,780
Q1 2025 Added 110.74%
$0
$903 Million 5.44% of portfolio
15,480,038
Q1 2025 Added 103.5%
$0
$826 Million 4.98% of portfolio
29,554,836
Q1 2025 Added 95.16%
$0
$637 Million 3.84% of portfolio
10,255,788
Q1 2025 Added 113.88%
$0
$623 Million 3.76% of portfolio
2,266,924
Q1 2025 Added 97.74%
$0
$406 Million 2.45% of portfolio
3,883,282
Q1 2025 Added 105.3%
$0
$405 Million 2.44% of portfolio
20,460,262
Q1 2025 Added 100.63%
$0
$377 Million 2.27% of portfolio
8,336,104
Q1 2025 Added 111.01%
$0
$341 Million 2.06% of portfolio
919,556
Q1 2025 Added 101.42%
$0
$318 Million 1.92% of portfolio
568,884
Q1 2025 Reduced 2.94%
$0
$306 Million 1.84% of portfolio
6,124,360
Q1 2025 Added 122.68%
$0
$289 Million 1.74% of portfolio
1,119,086
Q1 2025 Added 100.84%
$0
$274 Million 1.65% of portfolio
8,319,006
Q1 2025 Added 4.3%
$0
$273 Million 1.64% of portfolio
1,583,032
Q1 2025 Added 103.04%
$0
$207 Million 1.25% of portfolio
4,488,866
Q1 2025 Reduced 0.49%
$3.51T
$168 Million 1.01% of portfolio
447,888
Q1 2025 Added 93.18%
$0
$166 Million 1.0% of portfolio
748,652
Q1 2025 Added 99.4%
$3.26T
$134 Million 0.81% of portfolio
601,515
Q1 2025 Added 30.16%
$0
$134 Million 0.81% of portfolio
6,083,326
Q1 2025 Added 95.66%
$0
$125 Million 0.75% of portfolio
2,061,456
Q1 2025 Added 106.87%
$72.8B
$115 Million 0.69% of portfolio
288,132
Q1 2025 Reduced 2.94%
$0
$112 Million 0.67% of portfolio
647,622
Q1 2025 Added 90.89%
$0
$109 Million 0.66% of portfolio
1,034,280
Q1 2025 Added 76.88%
$0
$106 Million 0.64% of portfolio
1,436,998
Q1 2025 Added 97.65%
$0
$93.9 Million 0.57% of portfolio
373,028
Q1 2025 Added 96.26%
$0
$91.9 Million 0.55% of portfolio
1,123,916
Q1 2025 Added 100.7%
$0
$88.7 Million 0.53% of portfolio
1,654,265
Q1 2025 Added 1.15%
$0
$79.5 Million 0.48% of portfolio
220,238
Q1 2025 Added 84.03%
$0
$77.5 Million 0.47% of portfolio
2,067,556
Q1 2025 Added 1.97%
$0
$76.3 Million 0.46% of portfolio
1,516,924
Q1 2025 Added 8.01%
$0
$69.9 Million 0.42% of portfolio
2,238,479
Q1 2025 Added 4.79%
$0
$67.9 Million 0.41% of portfolio
1,368,394
Q1 2025 Added 94.13%
$0
$67.3 Million 0.41% of portfolio
2,597,661
Q1 2025 Added 2.66%
$0
$66 Million 0.4% of portfolio
354,264
Q1 2025 Added 106.16%
$0
$64.1 Million 0.39% of portfolio
1,266,068
Q1 2025 Added 4.02%
$0
$63.6 Million 0.38% of portfolio
841,072
Q1 2025 Reduced 2.69%
$0
$62 Million 0.37% of portfolio
132,167
Q1 2025 Added 0.72%
$0
$59.7 Million 0.36% of portfolio
854,574
Q1 2025 Reduced 0.32%
$0
$58.6 Million 0.35% of portfolio
1,243,992
Q1 2025 Added 4.69%
$0
$57.8 Million 0.35% of portfolio
731,747
Q1 2025 Added 77.28%
$0
$55.1 Million 0.33% of portfolio
838,210
Q1 2025 Reduced 2.95%
$0
$53.3 Million 0.32% of portfolio
173,878
Q1 2025 Added 81.35%
$0
$52.5 Million 0.32% of portfolio
530,678
Q1 2025 Added 95.18%
$0
$52.1 Million 0.31% of portfolio
1,891,296
Q1 2025 Added 101.39%
$0
$50.3 Million 0.3% of portfolio
492,073
Q1 2025 Reduced 2.16%
$0
$48.3 Million 0.29% of portfolio
416,510
Q1 2025 Added 111.84%
$0
$47.6 Million 0.29% of portfolio
513,282
Q1 2025 Added 184.34%

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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email