WA

Wealthspire Advisors, LLC

13F
Wealthspire Advisors, LLC
Last update 2024-08-08 662 Stocks (55 new)
Value $7.81 Bil Turnover 5 %
Countries:
Top Holdings: IVV(16.16%)VOO(7.41%)VEA(5.80%)IJH(5.16%)SCHD(4.90%)
Portfolio Report
Summary Stock Picks Current Portfolio
Wealthspire Advisors, LLC Top Holdings of 2024-06-30 View Full List
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
2,306,113
1261974.250
+4.91%
16.160
+0.76%
-
+6.72%
+22.39%
548894.685
 
VOO 		Vanguard S&P 500 ETF
1,156,363
578368.040
+2.78%
7.410
+0.20%
-
+6.80%
+22.43%
491151.194
 
VEA 		Vanguard FTSE Developed Markets ETF
9,163,122
452841.490
+3.99%
5.800
+0.22%
-
+1.30%
+5.87%
138007.592
 
IJH 		iShares Core S&P Mid-Cap ETF
6,882,299
402752.140
+1.89%
5.160
+0.10%
-
+2.33%
+13.31%
92514.019
 
SCHD 		Schwab US Dividend Equity ETF
4,922,867
382839.510
-2.23%
4.900
-0.12%
-
+2.59%
+10.68%
62945.477
 
SPY 		S&P 500 ETF TRUST ETF
591,547
321941.840
-1.89%
4.120
-0.08%
-
+6.79%
+22.40%
603023.285
 
VTI 		Vanguard Total Stock Market ETF
1,071,492
286634.960
+6.96%
3.670
+0.24%
-
+6.44%
+21.02%
421434.123
 
VXUS 		Vanguard Total International Stock
4,413,009
266104.460
+5.30%
3.410
+0.17%
-
+2.99%
+8.13%
74722.391
 
SCHF 		Schwab International Equity ETF
4,914,050
188799.140
+0.15%
2.420
0%
-
+1.80%
+7.03%
40865.479
 
IJR 		iShares Core S&P Small-Cap ETF
1,661,957
177264.290
+3.46%
2.270
+0.08%
-
-1.13%
+6.85%
85822.206
 

Wealthspire Advisors, LLC's Historical Top Holdings Breakdowns

Wealthspire Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AON 		Aon PLC2024-06-30Add
+1.11%
●
275.82 ($295.67) 329.64
$370.95
25.46%
Add 3565.08%
304,275
295,973
BAB 		Invesco Taxable Municipal Bond ETF2024-06-30Reduce
-0.99%
●
25.69 ($26.25) 26.82
$26.71
1.75%
Reduce -84.46%
511,516
-2,779,822
IVV 		iShares Core S&P 500 ETF2024-06-30Add
+0.76%
●
497.53 ($525.83) 549.64
$584.55
11.17%
Add 4.91%
2,306,113
107,993
TFLO 		iShares Treasury Floating Rate Bond ETF2024-06-30Add
+0.27%
●
50.44 ($50.58) 50.7
$50.60
0.04%
Add 42.95%
1,383,075
415,559
VTI 		Vanguard Total Stock Market ETF2024-06-30Add
+0.24%
●
245.23 ($258.82) 269.4
$287.08
10.92%
Add 6.96%
1,071,492
69,738
VEA 		Vanguard FTSE Developed Markets ETF2024-06-30Add
+0.22%
●
47.83 ($49.76) 51.21
$50.71
1.91%
Add 3.99%
9,163,122
351,500
FIF 		First Trust Energy Infrastructure Fund2024-06-30Sold Out
-0.21%
●
17.61 ($18.11) 18.44
$18.10
-0.06%
Sold Out
0
-858,102
EIPI 		FT Energy Income Partners Enhanced Income ETF2024-06-30New Buy
+0.20%
●
18.22 ($18.55) 18.95
$19.25
3.77%
New holding
851,524
851,524
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+0.20%
●
455.1 ($481.2) 504.28
$534.77
11.13%
Add 2.78%
1,156,363
31,288
VXUS 		Vanguard Total International Stock2024-06-30Add
+0.17%
●
57.86 ($60.38) 62.21
$62.58
3.64%
Add 5.3%
4,413,009
222,213

Wealthspire Advisors, LLC Total Holding History ($B)

To

Wealthspire Advisors, LLC's Asset Allocation

To

Wealthspire Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wealthspire Advisors, LLC's Hypothetical Growth since 2024-06-30

Wealthspire Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Wealthspire Advisors, LLC's Holdings Heat Map

Size field:

Wealthspire Advisors, LLC's Holdings Bubble Chart

Wealthspire Advisors, LLC News

  • 1

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