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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
SCHFSchwab Strategic Tr
Recent Activity
Increased 0.94%
2.08%
$203.947M
4.96M shares@ $41.12 avg price
IUSBIshares Tr
Recent Activity
Increased 355.98%
2.06%
$201.853M
4.284M shares@ $47.13 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 9.78%
1.76%
$172.921M
3.614M shares@ $47.85 avg price
VOVanguard Index Fds
Recent Activity
Increased 1.99%
1.48%
$145.404M
551,127 shares@ $263.83 avg price
VXFVanguard Index Fds
Recent Activity
Increased 3.07%
1.42%
$138.64M
761,788 shares@ $182.0 avg price
VUGVanguard Index Fds
Recent Activity
Increased 7.16%
1.36%
$132.734M
345,725 shares@ $383.94 avg price
VVVanguard Index Fds
Recent Activity
Increased 0.09%
1.19%
$116.013M
440,626 shares@ $263.3 avg price
AAPLApple Inc
Recent Activity
Increased 11.51%
1.04%
$101.897M
437,325 shares@ $233.01 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 9.24%
1.01%
$99.237M
2.013M shares@ $49.31 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 38.31%
0.98%
$95.735M
222,485 shares@ $430.3 avg price