WA
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Wealthspire Advisors, LLC13F | |
| Wealthspire Advisors, LLC | |
| Last update 2025-05-09 | 781 Stocks (43 new) |
| Value $16.74 Bil | Turnover 42 % |
Wealthspire Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 5,183,932 | 2,912,850.8 | +102.78% | 17.400 | +8.82% | 0.520 | +16.28% | +7.30% | 623,345.3 | ||
VOO | Vanguard S&P 500 ETF | 2,351,556 | 1,208,488.7 | +100.73% | 7.220 | +3.62% | 0.200 | +16.28% | +7.30% | 655,945.7 | ||
VEA | Vanguard FTSE Developed Markets ETF | 22,514,780 | 1,144,426.2 | +110.74% | 6.840 | +3.59% | 0.840 | +14.83% | +20.57% | 157,500.0 | ||
IJH | iShares Core S&P Mid-Cap ETF | 15,480,038 | 903,260.2 | +103.50% | 5.400 | +2.75% | 1.020 | +15.93% | +2.74% | 97,300.1 | ||
SCHD | Schwab US Dividend Equity ETF | 29,554,836 | 826,353.2 | +95.16% | 4.940 | +2.41% | 1.140 | +7.73% | +1.86% | 71,146.6 | ||
VXUS | Vanguard Total International Stock | 10,255,788 | 636,884.5 | +113.88% | 3.810 | +2.03% | 0.820 | +14.63% | +18.41% | 91,362.2 | ||
VTI | Vanguard Total Stock Market ETF | 2,266,924 | 623,041.3 | +97.74% | 3.720 | +1.84% | 0.140 | +16.85% | +6.87% | 472,793.5 | ||
IJR | iShares Core S&P Small-Cap ETF | 3,883,282 | 406,075.0 | +105.30% | 2.430 | +1.25% | 0.530 | +17.70% | -1.16% | 81,594.6 | ||
SCHF | Schwab International Equity ETF | 20,460,262 | 404,704.0 | +100.63% | 2.420 | +1.21% | 0.930 | +14.35% | +20.03% | 48,862.9 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 8,336,104 | 377,292.1 | +111.01% | 2.250 | +1.18% | 0.480 | +14.47% | +13.18% | 84,733.4 |
Wealthspire Advisors, LLC's Historical Top Holdings Breakdowns
Wealthspire Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +8.82% | 554.06 ($590.51) 615.85 | $627.74 | 6.30% | Add 102.78% | 5,183,932 | 2,627,461 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +3.62% | 507.05 ($540.58) 563.67 | $574.35 | 6.25% | Add 100.73% | 2,351,556 | 1,180,040 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +3.59% | 47.4 ($50.6) 52.99 | $56.94 | 12.53% | Add 110.74% | 22,514,780 | 11,830,891 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +2.75% | 57.21 ($62.1) 65.8 | $63.64 | 2.48% | Add 103.5% | 15,480,038 | 7,873,056 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +2.41% | 27.01 ($27.88) 28.54 | $27.31 | -2.04% | Add 95.16% | 29,554,836 | 14,410,724 | |
VXUS | Vanguard Total International Stock | 2025-03-31 | Add Add | +2.03% | 58.01 ($61.77) 64.46 | $69.07 | 11.82% | Add 113.88% | 10,255,788 | 5,460,621 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +1.84% | 271.18 ($290.53) 303.12 | $307.72 | 5.92% | Add 97.74% | 2,266,924 | 1,120,527 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +1.25% | 102.49 ($112.84) 119.96 | $113.12 | 0.25% | Add 105.3% | 3,883,282 | 1,991,742 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Add Add | +1.21% | 18.36 ($19.62) 20.51 | $22.06 | 12.44% | Add 100.63% | 20,460,262 | 10,262,110 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +1.18% | 42.5 ($45.01) 46.71 | $49.65 | 10.31% | Add 111.01% | 8,336,104 | 4,385,619 |
Wealthspire Advisors, LLC Total Holding History ($B)
Wealthspire Advisors, LLC's Asset Allocation
Wealthspire Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Wealthspire Advisors, LLC's Hypothetical Growth since 2025-03-31
Wealthspire Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wealthspire Advisors, LLC's Holdings Heat Map
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Wealthspire Advisors, LLC's Holdings Bubble Chart
Wealthspire Advisors, LLC News
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