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