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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
GOVTIshares Tr
Recent Activity
Decreased -10.32%
0.13%
$12.13M
517,286 shares@ $23.46 avg price
BABInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -17.46%
0.12%
$11.639M
422,163 shares@ $27.57 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -6.57%
0.12%
$11.49M
138,533 shares@ $82.94 avg price
VOEVanguard Index Fds
Recent Activity
Decreased -8.02%
0.11%
$10.367M
61,830 shares@ $167.67 avg price
KOCoca Cola Co
Recent Activity
Decreased -3.06%
0.11%
$9.982M
138,910 shares@ $71.86 avg price
VDCVanguard World Fd
Recent Activity
Decreased -7.86%
0.1%
$9.8M
44,854 shares@ $218.49 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -6.62%
0.1%
$9.69M
123,138 shares@ $78.7 avg price
SPMDSpdr Ser Tr
Recent Activity
Decreased -7.38%
0.1%
$9.556M
174,758 shares@ $54.68 avg price
BYRNByrna Technologies Inc
Recent Activity
Decreased -6.65%
0.09%
$8.761M
516,254 shares@ $16.98 avg price
TFISpdr Ser Tr
Recent Activity
Decreased -0.84%
0.09%
$8.398M
179,333 shares@ $46.84 avg price