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Michael Del Priore

@Wealthspire Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$9.829BTotal holdings756
Assets growth rate25.88%Assets growth rate (2-Q avg)15.02%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthspire Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 756 positions.

Assets under management

The assets under management (AUM) of Wealthspire Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 9.829B in assets, with a quarterly growth rate of 25.88% and a 2-quarter average growth rate of 15.02%. The portfolio is managed by Michael Del Priore, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AONAon Plc
Recent Activity
Decreased -7.13%
1%
$97.769M
282,579 shares@ $345.99 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -1.64%
0.72%
$70.415M
1.038M shares@ $67.85 avg price
IEFAIshares Tr
Recent Activity
Decreased -1.69%
0.68%
$65.875M
844,008 shares@ $78.06 avg price
TFLOIshares Tr
Recent Activity
Decreased -8%
0.66%
$64.382M
1.272M shares@ $50.6 avg price
NOBLProshares Tr
Recent Activity
Decreased -18.14%
0.64%
$62.174M
582,367 shares@ $106.77 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -2.99%
0.54%
$53.062M
785,980 shares@ $67.52 avg price
VTVanguard Intl Equity Index F
Recent Activity
Decreased -7.38%
0.26%
$25.335M
211,655 shares@ $119.7 avg price
IGFIshares Tr
Recent Activity
Decreased -1.29%
0.25%
$23.745M
436,255 shares@ $54.43 avg price
ITOTIshares Tr
Recent Activity
Decreased -2.65%
0.15%
$13.81M
109,935 shares@ $125.63 avg price
SCHPSchwab Strategic Tr
Recent Activity
Decreased -2.59%
0.14%
$13.199M
246,119 shares@ $53.64 avg price