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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
DEHPDimensional Etf Trust
Recent Activity
New Position
0.07%
$6.441M
239,708 shares@ $26.87 avg price
DFAXDfa Ta World Ex Us Core Equity I
Recent Activity
New Position
0.06%
$5.74M
212,518 shares@ $27.01 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
New Position
0.06%
$5.373M
53,572 shares@ $100.3 avg price
ESGEIshares Inc
Recent Activity
New Position
0.05%
$4.807M
132,035 shares@ $36.41 avg price
DFSIDimensional International Sstby Cr 1 Etf
Recent Activity
New Position
0.04%
$3.472M
97,170 shares@ $35.74 avg price
DFASDimensional Etf Trust
Recent Activity
New Position
0.04%
$3.283M
50,611 shares@ $64.87 avg price
DFIVDimensional Etf Trust
Recent Activity
New Position
0.04%
$3.155M
82,859 shares@ $38.08 avg price
PCYPowershares Emerging Markets Debt Etf
Recent Activity
New Position
0.04%
$3.092M
143,831 shares@ $21.51 avg price
TILTFlexshares Morningstar U.s. Market Factors Tilt Etf
Recent Activity
New Position
0.03%
$2.806M
13,185 shares@ $212.84 avg price
SUSLIshares Esg Msci Usa Leaders Etf
Recent Activity
New Position
0.03%
$2.43M
23,939 shares@ $101.52 avg price