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
$75.2B
$4.52 Million 0.03% of portfolio
8,830
Q1 2025 Added 103.6%
$235B
$4.96 Million 0.03% of portfolio
37,422
Q1 2025 Reduced 0.58%
$0
$5.18 Million 0.03% of portfolio
519,355
Q1 2025 Added 10.42%
$53.2B
$4.98 Million 0.03% of portfolio
84,530
Q1 2025 Added 158.57%
$206B
$4.41 Million 0.03% of portfolio
49,095
Q1 2025 Reduced 10.02%
$0
$4.27 Million 0.03% of portfolio
97,734
Q1 2025 Added 24.75%
$0
$5.6 Million 0.03% of portfolio
213,761
Q1 2025 Added 2.49%
$0
$5.22 Million 0.03% of portfolio
37,190
Q1 2025 Added 131.17%
$261B
$4.43 Million 0.03% of portfolio
52,482
Q1 2025 Reduced 36.78%
$264B
$4.41 Million 0.03% of portfolio
22,041
Q1 2025 Added 4.63%
$0
$4.86 Million 0.03% of portfolio
200,406
Q1 2025 Added 1.84%
$0
$4.18 Million 0.03% of portfolio
28,604
Q1 2025 Reduced 3.47%
$295B
$5.7 Million 0.03% of portfolio
21,388
Q1 2025 Added 66.92%
$362B
$5.48 Million 0.03% of portfolio
131,210
Q1 2025 Reduced 0.79%
$0
$5.28 Million 0.03% of portfolio
223,466
Q1 2025 Added 109.57%
$0
$4.47 Million 0.03% of portfolio
35,472
Q1 2025 Added 121.55%
$152B
$3.34 Million 0.02% of portfolio
15,768
Q1 2025 Added 110.97%
$17B
$2.99 Million 0.02% of portfolio
96,729
Q1 2025 Added 0.01%
$76.5B
$2.87 Million 0.02% of portfolio
11,565
Q1 2025 Reduced 2.4%
$223B
$2.97 Million 0.02% of portfolio
25,493
Q1 2025 Reduced 15.89%
$69.5B
$2.88 Million 0.02% of portfolio
84,382
Q1 2025 Added 138.8%
$79.5B
$3.01 Million 0.02% of portfolio
24,044
Q1 2025 Added 89.01%
$210B
$2.66 Million 0.02% of portfolio
4,869
Q1 2025 Reduced 1.28%
$58B
$2.84 Million 0.02% of portfolio
43,594
Q1 2025 Reduced 13.53%
$0
$3.88 Million 0.02% of portfolio
166,234
Q1 2025 Added 0.71%
$0
$3.14 Million 0.02% of portfolio
136,841
Q1 2025 Added 21.58%
$0
$3.03 Million 0.02% of portfolio
52,270
Q1 2025 Reduced 8.48%
$479B
$2.94 Million 0.02% of portfolio
21,027
Q1 2025 Reduced 3.46%
$0
$2.91 Million 0.02% of portfolio
29,025
Q1 2025 Added 3.19%
$90.7B
$2.66 Million 0.02% of portfolio
117,282
Q1 2025 Added 102.11%
$41.9B
$2.66 Million 0.02% of portfolio
264,782
Q1 2025 Added 106.55%
$0
$3.21 Million 0.02% of portfolio
111,999
Q1 2025 Reduced 6.55%
$125B
$3.38 Million 0.02% of portfolio
7,562
Q1 2025 Added 155.39%
$140B
$3.75 Million 0.02% of portfolio
16,080
Q1 2025 Added 101.4%
$87B
$3.23 Million 0.02% of portfolio
13,548
Q1 2025 Added 0.83%
$0
$3.16 Million 0.02% of portfolio
61,095
Q1 2025 Added 0.81%
$0
$3.1 Million 0.02% of portfolio
50,113
Q3 2024 Reduced 5.94%
$0
$2.67 Million 0.02% of portfolio
52,813
Q1 2025 Reduced 35.48%
$0
$3.33 Million 0.02% of portfolio
59,238
Q1 2025 Added 151.42%
$0
$3.11 Million 0.02% of portfolio
37,640
Q1 2025 Added 221.22%
$0
$3.69 Million 0.02% of portfolio
97,538
Q1 2025 Reduced 0.88%
$0
$3.42 Million 0.02% of portfolio
12,856
Q1 2025 Added 100.0%
$0
$4.04 Million 0.02% of portfolio
48,514
Q1 2025 Added 109.72%
$0
$3.33 Million 0.02% of portfolio
56,436
Q1 2025 Added 107.76%
$27.4B
$3.59 Million 0.02% of portfolio
3,036
Q1 2025 Added 100.0%
$0
$2.54 Million 0.02% of portfolio
12,282
Q1 2025 Reduced 8.12%
$131B
$2.84 Million 0.02% of portfolio
9,299
Q1 2025 Reduced 5.32%
$203B
$3.03 Million 0.02% of portfolio
107,251
Q1 2025 Reduced 2.66%
$0
$3 Million 0.02% of portfolio
119,061
Q1 2025 Added 0.22%

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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