Wealthspire Advisors, LLC Portfolio Holdings

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

Wealthspire Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $9.71 Billion distributed in 756 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 $1.4B, Vanguard Index Fds S&P 500 ETF with a value of $614M, Vanguard Ftse Developed Market with a value of $521M, Ishares Core S&P Mid Cap ETF with a value of $448M, and Schwab Strategic Tr Us Dividen with a value of $433M.

Examining the 13F form we can see an increase of $1.94B in the current position value, from $7.78B to 9.71B.

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 $9.71 Billion
ETFs: $8.59 Billion
Technology: $313 Million
Financial Services: $268 Million
Healthcare: $103 Million
Consumer Cyclical: $93.6 Million
Communication Services: $78.9 Million
Consumer Defensive: $76.5 Million
Industrials: $75.3 Million
Other: $99.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$147B
$2.08 Million 0.02% of portfolio
10,297
Q3 2024 Added 17.14%
$0
$2.16 Million 0.02% of portfolio
44,688
Q3 2024 New
$123B
$1.48 Million 0.02% of portfolio
28,509
Q3 2024 Added 4.72%
$0
$1.56 Million 0.02% of portfolio
30,634
Q3 2024 Reduced 51.86%
$87.1B
$2.28 Million 0.02% of portfolio
14,966
Q3 2024 Added 10.34%
$335M
$2.01 Million 0.02% of portfolio
95,415
Q4 2022 Reduced 0.21%
$63.4B
$2.08 Million 0.02% of portfolio
8,614
Q3 2024 Added 3.56%
$0
$1.73 Million 0.02% of portfolio
6,503
Q3 2024 Added 134.6%
$0
$1.58 Million 0.02% of portfolio
19,012
Q3 2024 Added 18.84%
$163B
$2.4 Million 0.02% of portfolio
109,050
Q3 2024 Added 0.67%
$117B
$1.79 Million 0.02% of portfolio
4,664
Q3 2024 Added 1.68%
$0
$1.87 Million 0.02% of portfolio
5,799
Q3 2024 Added 22.55%
$0
$2.25 Million 0.02% of portfolio
9,745
Q3 2024 Reduced 7.4%
$232B
$2.1 Million 0.02% of portfolio
4,055
Q3 2024 Reduced 14.72%
$51.5B
$2.33 Million 0.02% of portfolio
46,063
Q3 2024 Reduced 3.17%
$95.8B
$1.8 Million 0.02% of portfolio
19,955
Q3 2024 Added 1.26%
$0
$2.3 Million 0.02% of portfolio
22,083
Q3 2024 Added 185.94%
$51.1B
$1.87 Million 0.02% of portfolio
13,913
Q3 2024 Added 1.82%
$0
$1.47 Million 0.02% of portfolio
43,053
Q3 2024 New
$0
$1.66 Million 0.02% of portfolio
23,580
Q1 2023 Reduced 0.15%
$117B
$2.19 Million 0.02% of portfolio
6,412
Q3 2024 Added 3.52%
$173B
$2.39 Million 0.02% of portfolio
14,072
Q3 2024 Added 1.62%
$27.8B
$1.66 Million 0.02% of portfolio
8,665
Q3 2024 Reduced 10.5%
$0
$1.58 Million 0.02% of portfolio
35,347
Q3 2024 Reduced 23.52%
$150B
$1.63 Million 0.02% of portfolio
6,420
Q3 2024 Reduced 24.37%
$207B
$1.79 Million 0.02% of portfolio
2,005
Q3 2024 Added 20.93%
$46.9B
$2.17 Million 0.02% of portfolio
30,377
Q3 2024 Added 3.46%
$0
$2 Million 0.02% of portfolio
46,260
Q3 2024 New
$175B
$1.93 Million 0.02% of portfolio
15,914
Q3 2024 Added 8.13%
$0
$2.24 Million 0.02% of portfolio
49,490
Q3 2024 Added 40.24%
$63.2B
$1.46 Million 0.02% of portfolio
11,118
Q3 2024 Added 4.91%
$0
$2.33 Million 0.02% of portfolio
35,000
Q2 2022 New
$326B
$2.07 Million 0.02% of portfolio
7,566
Q3 2024 Reduced 1.97%
$40.8B
$2.27 Million 0.02% of portfolio
44,619
Q3 2024 Added 1.22%
$238B
$1.89 Million 0.02% of portfolio
15,888
Q3 2024 Added 75.66%
$56.4B
$2.08 Million 0.02% of portfolio
129,667
Q3 2024 Reduced 0.11%
$96.3B
$1.87 Million 0.02% of portfolio
4,896
Q3 2024 Added 172.91%
$208B
$2.41 Million 0.02% of portfolio
25,032
Q3 2024 Added 9.67%
$199B
$2.36 Million 0.02% of portfolio
4,765
Q3 2024 Added 9.84%
$0
$1.51 Million 0.02% of portfolio
28,610
Q3 2024 Added 10.03%
$42.4B
$2.17 Million 0.02% of portfolio
205,800
Q3 2024 Added 2.97%
$79.5B
$1.69 Million 0.02% of portfolio
13,517
Q3 2024 Added 12.97%
$76.3B
$1.59 Million 0.02% of portfolio
14,498
Q3 2024 Reduced 3.49%
$30.9B
$2.41 Million 0.02% of portfolio
44,129
Q3 2024 Added 0.88%
$68.9B
$1.48 Million 0.02% of portfolio
5,797
Q3 2024 Reduced 3.9%
$69.2B
$2.28 Million 0.02% of portfolio
78,429
Q3 2024 Added 27.53%
$0
$1.9 Million 0.02% of portfolio
39,982
Q3 2024 Reduced 24.96%
$0
$817,000 0.01% of portfolio
11,504
Q3 2024 Added 58.22%
$0
$569,000 0.01% of portfolio
5,607
Q2 2024 Reduced 44.42%

Summary

  • Portfolio
  • No. of Stocks 756
  • Current Value $9.71 Billion
  • Prior Value $7.78 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 118 stocks
  • Additional Purchases 368 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 191 stocks
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