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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MSFTMicrosoft Corp
| 0.98% | $95.735M 222,485 shares@ $430.3 avg price | Increased 38.31% |
IEMGIshares Inc
| 0.96% | $93.485M 1.628M shares@ $57.41 avg price | Increased 2.57% |
VBVanguard Index Fds
| 0.91% | $88.745M 374,113 shares@ $237.22 avg price | Increased 2.05% |
SCHXSchwab Strategic Tr
| 0.72% | $70.415M 1.038M shares@ $67.85 avg price | Decreased -1.64% |
EMLPFirst Tr Exchange-traded Fd
| 0.68% | $65.964M 1.963M shares@ $33.6 avg price | Increased 4.2% |
IEFAIshares Tr
| 0.68% | $65.875M 844,008 shares@ $78.06 avg price | Decreased -1.69% |
MUBIshares Tr
| 0.67% | $64.948M 597,883 shares@ $108.64 avg price | Increased 4.69% |
TFLOIshares Tr
| 0.66% | $64.382M 1.272M shares@ $50.6 avg price | Decreased -8% |
QQQInvesco Qqq Tr
| 0.65% | $63.215M 129,521 shares@ $488.07 avg price | Increased 7.61% |
DFGRDimensional Etf Trust
| 0.64% | $62.671M 2.172M shares@ $28.87 avg price | New Position |