Wealthspire Advisors, LLC Portfolio Holdings

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

Wealthspire Advisors, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $9.93 Billion distributed in 792 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 $1.5B, Vanguard Index Fds S&P 500 ETF with a value of $631M, Vanguard Ftse Developed Market with a value of $511M, Ishares Core S&P Mid Cap ETF with a value of $474M, and Schwab Strategic Tr Us Dividen with a value of $414M.

Examining the 13F form we can see an increase of $214M in the current position value, from $9.71B to 9.93B.

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 $9.93 Billion
ETFs: $8.75 Billion
Technology: $339 Million
Financial Services: $282 Million
Consumer Cyclical: $111 Million
Communication Services: $93.4 Million
Healthcare: $85.6 Million
Industrials: $79.4 Million
Consumer Defensive: $74.1 Million
Other: $91.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.7 Million 0.09% of portfolio
212,490
Q4 2024 Reduced 0.99%
$0
$9.11 Million 0.09% of portfolio
119,680
Q4 2024 Reduced 0.72%
$0
$9.19 Million 0.09% of portfolio
71,349
Q4 2024 Reduced 0.66%
$322B
$9.14 Million 0.09% of portfolio
63,125
Q4 2024 Reduced 5.16%
$0
$9.03 Million 0.09% of portfolio
165,083
Q4 2024 Reduced 5.54%
$297B
$9.05 Million 0.09% of portfolio
145,370
Q4 2024 Added 4.65%
$0
$8.97 Million 0.09% of portfolio
390,175
Q4 2024 Reduced 24.57%
$359B
$9.23 Million 0.09% of portfolio
23,717
Q4 2024 Added 9.0%
$0
$9.38 Million 0.09% of portfolio
71,475
Q4 2024 Added 0.77%
$0
$8.94 Million 0.09% of portfolio
221,515
Q4 2024 Reduced 1.77%
$0
$9.22 Million 0.09% of portfolio
43,636
Q4 2024 Reduced 2.72%
$0
$9.02 Million 0.09% of portfolio
15,835
Q4 2024 Added 5.52%
$0
$9 Million 0.09% of portfolio
348,121
Q4 2024 Added 141.3%
$511B
$8.15 Million 0.08% of portfolio
15,471
Q4 2024 Added 3.64%
$0
$7.83 Million 0.08% of portfolio
171,731
Q4 2024 Reduced 4.24%
$427B
$8.27 Million 0.08% of portfolio
9,280
Q4 2024 Added 4.43%
$549B
$7.7 Million 0.08% of portfolio
24,349
Q4 2024 Reduced 8.1%
$0
$8.16 Million 0.08% of portfolio
312,111
Q4 2024 Reduced 26.07%
$0
$7.68 Million 0.08% of portfolio
65,321
Q4 2024 Added 0.34%
$0
$7.35 Million 0.07% of portfolio
55,635
Q4 2024 Reduced 6.87%
$233B
$7.4 Million 0.07% of portfolio
81,862
Q4 2024 Added 15.38%
$483B
$7.07 Million 0.07% of portfolio
13,977
Q4 2024 Added 4.59%
$0
$7.13 Million 0.07% of portfolio
306,430
Q4 2024 Added 3.65%
$796B
$6.72 Million 0.07% of portfolio
8,709
Q4 2024 Added 23.76%
$0
$6.82 Million 0.07% of portfolio
35,715
Q4 2024 Added 13.49%
$0
$7.14 Million 0.07% of portfolio
39,223
Q4 2024 Added 2.33%
$235B
$5.5 Million 0.06% of portfolio
45,675
Q4 2024 Reduced 1.58%
$0
$5.62 Million 0.06% of portfolio
148,633
Q4 2024 Added 1.25%
$341B
$5.81 Million 0.06% of portfolio
132,249
Q4 2024 Reduced 20.63%
$219B
$6.06 Million 0.06% of portfolio
27,583
Q4 2024 Added 4.71%
$0
$6.34 Million 0.06% of portfolio
63,339
Q4 2024 Reduced 2.72%
$179B
$6.28 Million 0.06% of portfolio
83,016
Q4 2024 Added 9.14%
$0
$6.28 Million 0.06% of portfolio
185,826
Q4 2024 Reduced 50.76%
$0
$4.72 Million 0.05% of portfolio
196,779
Q4 2024 Added 4.0%
$0
$4.78 Million 0.05% of portfolio
50,043
Q4 2024 Reduced 19.63%
$0
$4.87 Million 0.05% of portfolio
470,358
Q4 2024 Added 8.51%
$44.4B
$5.23 Million 0.05% of portfolio
52,079
Q4 2024 Reduced 14.72%
$225B
$5.09 Million 0.05% of portfolio
17,571
Q4 2024 Added 0.61%
$185B
$5.37 Million 0.05% of portfolio
134,189
Q4 2024 Reduced 1.39%
$200B
$5.45 Million 0.05% of portfolio
35,819
Q4 2024 Added 8.54%
$236B
$5.43 Million 0.05% of portfolio
54,565
Q4 2024 Reduced 0.24%
$0
$5.19 Million 0.05% of portfolio
208,569
Q4 2024 Reduced 1.86%
$0
$4.58 Million 0.05% of portfolio
165,319
Q4 2024 Added 350.58%
$0
$5.14 Million 0.05% of portfolio
99,029
Q4 2024 Reduced 49.93%
$0
$3.84 Million 0.04% of portfolio
79,825
Q4 2024 Reduced 0.03%
$0
$4.08 Million 0.04% of portfolio
29,631
Q4 2024 Added 1.77%
$0
$4.32 Million 0.04% of portfolio
50,405
Q4 2024 Reduced 18.04%
$0
$3.73 Million 0.04% of portfolio
105,177
Q4 2024 Added 26.93%
$86B
$3.77 Million 0.04% of portfolio
22,801
Q4 2024 Reduced 2.23%

Summary

  • Portfolio
  • No. of Stocks 792
  • Current Value $9.93 Billion
  • Prior Value $9.71 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 95 stocks
  • Additional Purchases 383 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 272 stocks
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