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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
DFGRDimensional Etf Trust
Recent Activity
New Position
0.64%
$62.671M
2.172M shares@ $28.87 avg price
EAGGIshares Esg U.s. Aggregate Bond Etf
Recent Activity
New Position
0.57%
$55.853M
1.149M shares@ $48.59 avg price
DFAUDimensional U.s. Core Equity Market Etf
Recent Activity
New Position
0.5%
$49.086M
1.237M shares@ $39.69 avg price
HYMBSpdr Nuveen S&p High Yield Municipal Bond
Recent Activity
New Position
0.25%
$23.651M
900,292 shares@ $26.27 avg price
SUSBIshares Esg 1-5 Year Usd Corp Bd Etf
Recent Activity
New Position
0.24%
$23.095M
917,928 shares@ $25.17 avg price
DUHPDimensional Etf Trust
Recent Activity
New Position
0.14%
$12.858M
377,386 shares@ $34.07 avg price
DIHPDimensional International High Pbly Etf
Recent Activity
New Position
0.11%
$10.554M
380,999 shares@ $27.71 avg price
PVALPutnam Etf Trust
Recent Activity
New Position
0.11%
$10.503M
276,845 shares@ $37.95 avg price
HYDMarket Vectors High Yield Muni Etf
Recent Activity
New Position
0.11%
$10.496M
197,778 shares@ $53.07 avg price
MGVVanguard World Fd
Recent Activity
New Position
0.1%
$9.457M
73,719 shares@ $128.28 avg price