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
$193B
$2.51 Million 0.03% of portfolio
110,180
Q4 2024 Added 1.04%
$123B
$2.88 Million 0.03% of portfolio
9,822
Q4 2024 Reduced 4.71%
$142B
$3.35 Million 0.03% of portfolio
45,308
Q4 2024 Added 2.8%
$71.7B
$2.91 Million 0.03% of portfolio
12,931
Q4 2024 Reduced 1.67%
$202B
$3.35 Million 0.03% of portfolio
11,275
Q4 2024 Added 13.91%
$103B
$3.27 Million 0.03% of portfolio
62,592
Q4 2024 Added 5.69%
$0
$2.94 Million 0.03% of portfolio
118,805
Q4 2024 Reduced 50.44%
$0
$3.1 Million 0.03% of portfolio
47,594
Q4 2024 Reduced 5.96%
$0
$3.45 Million 0.03% of portfolio
57,115
Q4 2024 Reduced 4.53%
$0
$2.59 Million 0.03% of portfolio
92,850
Q4 2024 Added 320.46%
$106B
$2.63 Million 0.03% of portfolio
14,833
Q4 2024 Reduced 0.89%
$0
$3.11 Million 0.03% of portfolio
13,368
Q4 2024 Added 4.76%
$0
$2.07 Million 0.02% of portfolio
16,011
Q4 2024 Added 35.18%
$0
$2.4 Million 0.02% of portfolio
41,959
Q4 2024 Reduced 4.9%
$0
$1.57 Million 0.02% of portfolio
11,840
Q4 2024 Reduced 26.38%
$48.3B
$1.62 Million 0.02% of portfolio
32,691
Q4 2024 Added 8.72%
$0
$1.63 Million 0.02% of portfolio
16,798
Q4 2024 Added 299.1%
$0
$1.85 Million 0.02% of portfolio
38,403
Q4 2024 Added 1.06%
$0
$1.85 Million 0.02% of portfolio
38,539
Q4 2024 Reduced 1.16%
$0
$1.57 Million 0.02% of portfolio
14,429
Q4 2024 Added 70.86%
$75.5B
$2.04 Million 0.02% of portfolio
4,337
Q4 2024 Reduced 2.87%
$141B
$1.69 Million 0.02% of portfolio
7,474
Q4 2024 Added 4.43%
$296M
$1.5 Million 0.02% of portfolio
95,415
Q4 2022 Reduced 0.21%
$27B
$1.86 Million 0.02% of portfolio
1,518
Q4 2024 Reduced 20.27%
$3.45B
$1.76 Million 0.02% of portfolio
35,966
Q4 2024 Added 0.01%
$0
$2.1 Million 0.02% of portfolio
23,133
Q4 2024 Added 14.27%
$0
$1.77 Million 0.02% of portfolio
37,093
Q4 2024 Reduced 14.87%
$141B
$1.97 Million 0.02% of portfolio
7,984
Q4 2024 Reduced 2.46%
$0
$2.23 Million 0.02% of portfolio
29,753
Q4 2024 Reduced 17.36%
$4.07B
$1.99 Million 0.02% of portfolio
26,682
Q4 2024 Added 21.14%
$0
$2.27 Million 0.02% of portfolio
61,246
Q4 2024 Reduced 6.1%
$0
$2.01 Million 0.02% of portfolio
32,748
Q4 2024 Added 1.51%
$0
$1.71 Million 0.02% of portfolio
6,428
Q4 2024 Reduced 1.15%
$135B
$1.81 Million 0.02% of portfolio
14,993
Q4 2024 Reduced 8.97%
$167B
$2.39 Million 0.02% of portfolio
2,258
Q4 2024 Added 12.62%
$65.7B
$1.77 Million 0.02% of portfolio
7,783
Q4 2024 Reduced 9.65%
$0
$2.26 Million 0.02% of portfolio
29,032
Q4 2024 Added 116.58%
$35B
$1.65 Million 0.02% of portfolio
3,979
Q4 2024 Reduced 25.45%
$0
$2.39 Million 0.02% of portfolio
105,273
Q4 2024 Added 163.3%
$0
$1.65 Million 0.02% of portfolio
70,740
Q4 2024 Added 200.0%
$0
$1.65 Million 0.02% of portfolio
33,689
Q4 2024 Reduced 10.48%
$0
$1.55 Million 0.02% of portfolio
14,959
Q4 2024 Added 1.53%
$0
$1.54 Million 0.02% of portfolio
18,964
Q4 2024 Reduced 0.25%
$25.2B
$1.61 Million 0.02% of portfolio
8,579
Q4 2024 Reduced 0.99%
$25.5B
$1.86 Million 0.02% of portfolio
46,243
Q4 2024 Added 4.79%
$79.5B
$1.59 Million 0.02% of portfolio
12,721
Q4 2024 Reduced 5.89%
$131B
$1.59 Million 0.02% of portfolio
9,802
Q4 2024 Reduced 4.81%
$0
$1.96 Million 0.02% of portfolio
5,693
Q4 2024 Reduced 1.83%
$86.7B
$1.66 Million 0.02% of portfolio
4,881
Q4 2024 Reduced 0.31%

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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