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
$335B
$11.3 Million 0.07% of portfolio
53,742
Q1 2025 Reduced 2.67%
$0
$10.9 Million 0.07% of portfolio
179,995
Q1 2025 Reduced 1.03%
$0
$11.8 Million 0.07% of portfolio
470,232
Q1 2025 Added 0.55%
$0
$11.4 Million 0.07% of portfolio
141,797
Q1 2025 Reduced 3.79%
$0
$10.1 Million 0.06% of portfolio
147,949
Q1 2025 Added 0.26%
$0
$9.56 Million 0.06% of portfolio
59,543
Q1 2025 Reduced 0.2%
$0
$9.23 Million 0.06% of portfolio
42,178
Q1 2025 Reduced 3.34%
$286B
$10.3 Million 0.06% of portfolio
143,588
Q1 2025 Added 508.14%
$221B
$10.4 Million 0.06% of portfolio
33,150
Q1 2025 Added 88.66%
$7.13B
$10.3 Million 0.06% of portfolio
77,466
Q1 2025 Added 0.04%
$0
$10.1 Million 0.06% of portfolio
375,386
Q1 2025 Reduced 1.09%
$442B
$10.4 Million 0.06% of portfolio
13
Q1 2025 New
$0
$10.2 Million 0.06% of portfolio
127,793
Q1 2025 Reduced 8.38%
$0
$9.38 Million 0.06% of portfolio
371,939
Q1 2025 Reduced 16.19%
$182B
$10.8 Million 0.06% of portfolio
71,898
Q1 2025 Added 100.73%
$0
$9.69 Million 0.06% of portfolio
118,625
Q1 2025 Reduced 0.88%
$99.4B
$8.88 Million 0.05% of portfolio
90,522
Q1 2025 Added 111.91%
$0
$7.69 Million 0.05% of portfolio
69,836
Q1 2025 Added 0.31%
$0
$8.3 Million 0.05% of portfolio
360,894
Q1 2025 Reduced 7.5%
$0
$8.64 Million 0.05% of portfolio
329,642
Q1 2025 Added 99.4%
$0
$8.7 Million 0.05% of portfolio
211,065
Q1 2025 Reduced 0.67%
$0
$8.97 Million 0.05% of portfolio
221,981
Q1 2025 Added 0.21%
$1.03T
$9.09 Million 0.05% of portfolio
35,090
Q1 2025 Added 2.43%
$0
$7.8 Million 0.05% of portfolio
57,480
Q1 2025 Added 3.32%
$0
$7.6 Million 0.05% of portfolio
65,321
Q4 2024 Added 0.34%
$0
$8.45 Million 0.05% of portfolio
339,142
Q1 2025 Added 10.68%
$0
$7.61 Million 0.05% of portfolio
168,824
Q1 2025 Reduced 1.69%
$717M
$7.64 Million 0.05% of portfolio
453,399
Q1 2025 Reduced 3.75%
$606B
$9.07 Million 0.05% of portfolio
25,886
Q1 2025 Added 6.31%
$0
$8.95 Million 0.05% of portfolio
16,769
Q1 2025 Added 5.9%
$0
$8.38 Million 0.05% of portfolio
163,767
Q1 2025 Reduced 0.8%
$0
$8.52 Million 0.05% of portfolio
69,894
Q1 2025 Reduced 2.04%
$562B
$8.37 Million 0.05% of portfolio
15,269
Q1 2025 Reduced 1.31%
$56.1B
$5.93 Million 0.04% of portfolio
9,350
Q1 2025 Added 66.4%
$284B
$7.39 Million 0.04% of portfolio
14,107
Q1 2025 Added 0.93%
$278B
$7.38 Million 0.04% of portfolio
46,508
Q1 2025 Added 1.82%
$185B
$6.04 Million 0.04% of portfolio
133,140
Q1 2025 Reduced 0.78%
$139B
$6.71 Million 0.04% of portfolio
28,392
Q1 2025 Added 101.6%
$216B
$6.07 Million 0.04% of portfolio
61,548
Q1 2025 Added 136.67%
$536B
$6.3 Million 0.04% of portfolio
6,761
Q1 2025 Reduced 27.14%
$160B
$6.94 Million 0.04% of portfolio
88,702
Q1 2025 Added 95.78%
$0
$6.02 Million 0.04% of portfolio
141,858
Q1 2025 Reduced 4.56%
$0
$6.52 Million 0.04% of portfolio
244,308
Q1 2025 Reduced 21.72%
$0
$6.61 Million 0.04% of portfolio
19,756
Q1 2025 Added 102.73%
$0
$6.83 Million 0.04% of portfolio
64,640
Q1 2025 Added 85.49%
$136B
$5.82 Million 0.04% of portfolio
229,664
Q1 2025 Added 82.62%
$99.1B
$7.23 Million 0.04% of portfolio
43,162
Q1 2025 Added 3.98%
$0
$6.12 Million 0.04% of portfolio
184,804
Q1 2025 Reduced 0.55%
$0
$4.7 Million 0.03% of portfolio
187,632
Q1 2025 Added 102.08%

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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