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
$204B
$3.81 Million 0.04% of portfolio
30,308
Q4 2024 Reduced 9.48%
$46B
$3.76 Million 0.04% of portfolio
50,416
Q4 2024 Added 9.45%
$70.6B
$4 Million 0.04% of portfolio
5,619
Q4 2024 Reduced 30.73%
$223B
$3.51 Million 0.04% of portfolio
21,066
Q4 2024 Added 7.57%
$114B
$3.89 Million 0.04% of portfolio
42,717
Q4 2024 Added 1.22%
$221B
$4.26 Million 0.04% of portfolio
37,639
Q4 2024 Reduced 3.81%
$0
$4.1 Million 0.04% of portfolio
44,881
Q4 2024 Added 0.17%
$203B
$4.17 Million 0.04% of portfolio
8,007
Q4 2024 Reduced 0.79%
$105B
$4.27 Million 0.04% of portfolio
24,744
Q4 2024 Reduced 4.94%
$0
$3.68 Million 0.04% of portfolio
5,919
Q4 2024 Added 10.82%
$0
$4.09 Million 0.04% of portfolio
98,401
Q4 2024 Added 5.66%
$410B
$3.63 Million 0.04% of portfolio
21,781
Q4 2024 Added 3.99%
$0
$3.85 Million 0.04% of portfolio
165,054
Q4 2024 Added 0.61%
$248B
$3.72 Million 0.04% of portfolio
62,842
Q4 2024 Added 1.71%
$0
$4.02 Million 0.04% of portfolio
36,467
Q4 2024 Reduced 4.56%
$0
$4.07 Million 0.04% of portfolio
119,854
Q4 2024 Reduced 27.05%
$0
$3.57 Million 0.04% of portfolio
9,745
Q4 2024 Added 14.28%
$2.2B
$3.57 Million 0.04% of portfolio
29,394
Q4 2024 Reduced 0.27%
$0
$4.12 Million 0.04% of portfolio
81,856
Q4 2024 New
$0
$4.15 Million 0.04% of portfolio
124,361
Q4 2024 Reduced 5.81%
$77.1B
$3.75 Million 0.04% of portfolio
13,437
Q4 2024 Reduced 0.02%
$57.4B
$2.55 Million 0.03% of portfolio
130,202
Q4 2024 Added 0.41%
$0
$2.79 Million 0.03% of portfolio
57,751
Q4 2024 Added 16.69%
$0
$2.81 Million 0.03% of portfolio
28,128
Q4 2024 Reduced 47.49%
$0
$2.81 Million 0.03% of portfolio
64,351
Q4 2024 Added 0.55%
$281B
$2.64 Million 0.03% of portfolio
7,898
Q4 2024 Added 4.39%
$91.7B
$2.6 Million 0.03% of portfolio
24,138
Q4 2024 Reduced 5.81%
$118B
$2.9 Million 0.03% of portfolio
8,724
Q4 2024 Added 3.08%
$0
$2.89 Million 0.03% of portfolio
40,809
Q4 2024 Reduced 24.79%
$147B
$3.34 Million 0.03% of portfolio
125,762
Q4 2024 Added 1.73%
$46.8B
$2.57 Million 0.03% of portfolio
1,291
Q4 2024 Reduced 4.86%
$0
$2.53 Million 0.03% of portfolio
106,633
Q4 2024 Added 200.37%
$54.6B
$2.5 Million 0.03% of portfolio
13,742
Q4 2024 Added 114.32%
$144B
$3.21 Million 0.03% of portfolio
14,083
Q4 2024 Added 1.58%
$139B
$2.89 Million 0.03% of portfolio
40,360
Q4 2024 Reduced 9.61%
$193B
$2.82 Million 0.03% of portfolio
4,932
Q4 2024 Added 3.5%
$181B
$2.9 Million 0.03% of portfolio
26,006
Q4 2024 Added 3.89%
$0
$2.57 Million 0.03% of portfolio
112,554
Q4 2024 Added 10.72%
$16.4B
$3.03 Million 0.03% of portfolio
96,722
Q4 2024 Reduced 3.37%
$0
$2.69 Million 0.03% of portfolio
16,470
Q3 2024 Reduced 2.41%
$77.2B
$3 Million 0.03% of portfolio
11,849
Q4 2024 Reduced 2.07%
$318B
$2.83 Million 0.03% of portfolio
12,813
Q4 2024 Reduced 1.75%
$0
$3.28 Million 0.03% of portfolio
78,345
Q4 2024 Reduced 14.58%
$0
$3.18 Million 0.03% of portfolio
7,482
Q4 2024 Added 8.86%
$0
$2.49 Million 0.03% of portfolio
57,674
Q4 2024 Added 1.1%
$0
$2.79 Million 0.03% of portfolio
15,896
Q4 2024 Added 27.22%
$0
$3.42 Million 0.03% of portfolio
60,604
Q4 2024 Reduced 5.46%
$0
$2.78 Million 0.03% of portfolio
50,113
Q3 2024 Reduced 5.94%
$0
$2.57 Million 0.03% of portfolio
16,088
Q4 2024 Reduced 0.81%

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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