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
$229B
$3.38 Million 0.02% of portfolio
45,933
Q1 2025 Added 1,184.12%
$66.1B
$2.61 Million 0.02% of portfolio
7,574
Q1 2025 Added 79.95%
$81.4B
$3 Million 0.02% of portfolio
21,879
Q1 2025 Reduced 4.04%
$0
$4.09 Million 0.02% of portfolio
103,896
Q1 2025 Reduced 1.22%
$0
$2.58 Million 0.02% of portfolio
58,223
Q1 2025 Added 0.95%
$0
$2.91 Million 0.02% of portfolio
48,745
Q1 2025 Added 2.42%
$0
$4.05 Million 0.02% of portfolio
57,630
Q1 2025 Added 205.03%
$101B
$3.6 Million 0.02% of portfolio
25,749
Q1 2025 Added 4.06%
$0
$2.88 Million 0.02% of portfolio
30,870
Q1 2025 Reduced 38.76%
$0
$2.95 Million 0.02% of portfolio
59,256
Q1 2025 Added 2.61%
$102B
$2.66 Million 0.02% of portfolio
13,210
Q1 2025 Added 2.16%
$93.5B
$3.53 Million 0.02% of portfolio
10,110
Q1 2025 Added 107.13%
$0
$4.12 Million 0.02% of portfolio
44,881
Q4 2024 Added 0.17%
$0
$3.15 Million 0.02% of portfolio
7,495
Q1 2025 Added 0.17%
$106B
$3.61 Million 0.02% of portfolio
59,144
Q1 2025 Added 106.23%
$268B
$3.93 Million 0.02% of portfolio
63,656
Q1 2025 Added 1.3%
$105B
$3.5 Million 0.02% of portfolio
58,333
Q1 2025 Reduced 6.8%
$162B
$4.02 Million 0.02% of portfolio
8,073
Q1 2025 Added 0.82%
$57.1B
$2.53 Million 0.02% of portfolio
20,526
Q1 2025 Added 96.61%
$146B
$3.33 Million 0.02% of portfolio
27,322
Q1 2025 Added 82.23%
$89.6B
$2.78 Million 0.02% of portfolio
22,761
Q1 2025 Reduced 5.7%
$0
$2.72 Million 0.02% of portfolio
64,638
Q1 2025 Added 0.45%
$0
$3.23 Million 0.02% of portfolio
40,695
Q1 2025 Added 40.17%
$224B
$3.02 Million 0.02% of portfolio
11,240
Q1 2025 Reduced 0.31%
$0
$2.86 Million 0.02% of portfolio
5,271
Q1 2025 Reduced 10.95%
$0
$2.81 Million 0.02% of portfolio
16,470
Q3 2024 Reduced 2.41%
$0
$3.96 Million 0.02% of portfolio
12,824
Q1 2025 Added 125.26%
$2.12B
$3.78 Million 0.02% of portfolio
29,441
Q1 2025 Added 0.16%
$157B
$2.56 Million 0.02% of portfolio
8,228
Q1 2025 Reduced 1.35%
$0
$2.59 Million 0.02% of portfolio
49,866
Q1 2025 Reduced 37.53%
$49.6B
$1.12 Million 0.01% of portfolio
1,792
Q1 2025 Added 136.72%
$0
$1.75 Million 0.01% of portfolio
77,746
Q1 2025 Reduced 8.18%
$0
$1.44 Million 0.01% of portfolio
18,445
Q1 2025 Reduced 54.8%
$0
$1.42 Million 0.01% of portfolio
14,548
Q1 2025 Added 0.82%
$171B
$2.18 Million 0.01% of portfolio
29,946
Q1 2025 Added 15.04%
$0
$1.5 Million 0.01% of portfolio
7,971
Q1 2025 Reduced 20.19%
$50.9B
$1.56 Million 0.01% of portfolio
11,838
Q1 2025 Added 21.38%
$0
$2.39 Million 0.01% of portfolio
23,874
Q1 2025 Added 42.12%
$0
$2.43 Million 0.01% of portfolio
46,219
Q1 2025 Added 78.38%
$0
$2.26 Million 0.01% of portfolio
56,869
Q1 2025 Reduced 7.15%
$78.2B
$1.08 Million 0.01% of portfolio
6,583
Q1 2025 Added 5.08%
$0
$2.08 Million 0.01% of portfolio
92,956
Q1 2025 Added 59.75%
$0
$2.05 Million 0.01% of portfolio
33,246
Q1 2025 Added 1.52%
$0
$864,000 0.01% of portfolio
33,850
Q1 2025 Reduced 56.38%
$0
$1.64 Million 0.01% of portfolio
33,941
Q1 2025 Reduced 8.5%
$0
$1.41 Million 0.01% of portfolio
11,026
Q1 2025 Reduced 6.88%
$0
$1.76 Million 0.01% of portfolio
38,218
Q1 2025 Added 30.46%
$0
$1.45 Million 0.01% of portfolio
14,832
Q1 2025 Added 164.53%
$0
$843,000 0.01% of portfolio
3,417
Q4 2024 Reduced 0.2%

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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