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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
JEPIJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$1.853M
32,689 shares@ $56.68 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$1.284M
1,567 shares@ $819.36 avg price
GBDCGolub Cap Bdc Inc
Recent Activity
Exited
0%
$834,398
53,112 shares@ $15.72 avg price
SASRSandy Spring Bancorp Inc
Recent Activity
Exited
0%
$654,596
26,872 shares@ $24.36 avg price
TTDThe Trade Desk Inc
Recent Activity
Exited
0%
$598,522
6,128 shares@ $97.68 avg price
MRNAModerna Inc
Recent Activity
Exited
0%
$309,344
2,605 shares@ $118.76 avg price
KMXCarmax Inc
Recent Activity
Exited
0%
$304,802
4,156 shares@ $73.35 avg price
BWGBrandywinegbl Gbl Incm Opp F
Recent Activity
Exited
0%
$280,840
34,000 shares@ $8.26 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$276,430
5,500 shares@ $50.26 avg price
MLMoneylion Inc
Recent Activity
Exited
0%
$260,332
3,540 shares@ $73.55 avg price