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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
AOAIshares Tr
Recent Activity
Exited
0%
$236,700
3,165 shares@ $74.79 avg price
IEFIshares Tr
Recent Activity
Exited
0%
$210,280
2,245 shares@ $93.67 avg price
HWMHowmet Aerospace Inc
Recent Activity
Exited
0%
$209,250
2,695 shares@ $77.65 avg price
XELXcel Energy Inc
Recent Activity
Exited
0%
$204,563
3,830 shares@ $53.42 avg price
JJacobs Solutions Inc
Recent Activity
Exited
0%
$202,721
1,451 shares@ $139.72 avg price
DNPDnp Select Income Fd Inc
Recent Activity
Exited
0%
$173,603
21,120 shares@ $8.22 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$156,703
55,372 shares@ $2.84 avg price
MTTRMatterport Inc
Recent Activity
Exited
0%
$134,235
30,030 shares@ $4.48 avg price
FREEWWhole Earth Brands Inc
Recent Activity
Exited
0%
$130,506
26,853 shares@ $4.87 avg price
MSOSAdvisorshares Tr
Recent Activity
Exited
0%
$113,007
15,417 shares@ $7.34 avg price