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
$46.9 Million 0.28% of portfolio
518,162
Q1 2025 Added 92.6%
$0
$47.3 Million 0.28% of portfolio
236,944
Q1 2025 Added 94.56%
$0
$41.2 Million 0.25% of portfolio
218,926
Q1 2025 Added 103.97%
$95.6B
$40.6 Million 0.24% of portfolio
153,204
Q1 2025 Reduced 0.09%
$648B
$35 Million 0.21% of portfolio
65,729
Q1 2025 Added 3.46%
$0
$35.3 Million 0.21% of portfolio
273,390
Q1 2025 Added 92.72%
$2.22T
$33.7 Million 0.2% of portfolio
177,082
Q1 2025 Reduced 5.22%
$0
$33.6 Million 0.2% of portfolio
394,998
Q1 2025 Added 116.4%
$0
$32.8 Million 0.2% of portfolio
279,270
Q1 2025 Added 120.42%
$0
$31.7 Million 0.19% of portfolio
265,060
Q1 2025 Added 123.12%
$0
$30.1 Million 0.18% of portfolio
481,972
Q1 2025 Added 2.68%
$409B
$30.1 Million 0.18% of portfolio
181,356
Q1 2025 Added 100.44%
$0
$30.4 Million 0.18% of portfolio
790,704
Q1 2025 Reduced 0.8%
$0
$29.3 Million 0.18% of portfolio
617,527
Q1 2025 Added 1.64%
$0
$30.3 Million 0.18% of portfolio
95,534
Q1 2025 Added 99.41%
$0
$28.4 Million 0.17% of portfolio
115,948
Q1 2025 Added 95.22%
$0
$26 Million 0.16% of portfolio
152,397
Q1 2025 Added 67.02%
$202B
$25 Million 0.15% of portfolio
80,275
Q1 2025 Reduced 7.71%
$386B
$24.3 Million 0.15% of portfolio
142,474
Q1 2025 Added 96.61%
$0
$25.4 Million 0.15% of portfolio
945,964
Q1 2025 Added 92.89%
$0
$24.1 Million 0.14% of portfolio
440,038
Q1 2025 Added 0.31%
$0
$23.9 Million 0.14% of portfolio
467,955
Q1 2025 Added 372.54%
$0
$21.6 Million 0.13% of portfolio
1,003,918
Q1 2025 Added 97.97%
$313B
$21 Million 0.13% of portfolio
292,880
Q1 2025 Added 101.47%
$281B
$21.2 Million 0.13% of portfolio
127,022
Q1 2025 Added 101.22%
$359B
$21.2 Million 0.13% of portfolio
195,826
Q1 2025 Added 11.97%
$0
$19.7 Million 0.12% of portfolio
153,266
Q1 2025 Added 102.46%
$0
$19.8 Million 0.12% of portfolio
147,744
Q1 2025 Added 106.71%
$788B
$19 Million 0.11% of portfolio
77,328
Q1 2025 Reduced 1.5%
$0
$16.4 Million 0.1% of portfolio
698,188
Q1 2025 Added 100.56%
$447B
$17 Million 0.1% of portfolio
143,042
Q1 2025 Added 3.46%
$0
$17 Million 0.1% of portfolio
217,412
Q1 2025 Added 91.38%
$377B
$17.4 Million 0.1% of portfolio
47,400
Q1 2025 Added 99.86%
$0
$16.3 Million 0.1% of portfolio
467,538
Q1 2025 Added 275.95%
$248B
$14.4 Million 0.09% of portfolio
57,952
Q1 2025 Added 110.1%
$0
$14.2 Million 0.09% of portfolio
371,755
Q1 2025 Added 12.55%
$106B
$15 Million 0.09% of portfolio
51,913
Q1 2025 Added 3.71%
$0
$14.2 Million 0.09% of portfolio
74,352
Q1 2025 Added 108.18%
$446B
$14.6 Million 0.09% of portfolio
15,487
Q1 2025 Reduced 3.99%
$264B
$14.9 Million 0.09% of portfolio
170,016
Q1 2025 Added 107.69%
$0
$14 Million 0.08% of portfolio
77,000
Q1 2025 Added 96.31%
$0
$13.5 Million 0.08% of portfolio
110,684
Q1 2025 Added 1.25%
$0
$12.6 Million 0.08% of portfolio
49,239
Q1 2025 Added 11.59%
$1.5T
$14 Million 0.08% of portfolio
24,214
Q1 2025 Reduced 2.79%
$767B
$13.8 Million 0.08% of portfolio
16,698
Q1 2025 Added 91.73%
$0
$12.8 Million 0.08% of portfolio
73,930
Q1 2025 Added 365.09%
$993B
$13 Million 0.08% of portfolio
84,102
Q1 2025 Reduced 15.06%
$0
$10.9 Million 0.07% of portfolio
89,910
Q1 2025 Added 6.07%
$0
$11.5 Million 0.07% of portfolio
76,446
Q1 2025 Added 16.52%

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
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