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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
DFSUDimensional Etf Trust
Recent Activity
New Position
0.03%
$2.277M
61,236 shares@ $37.18 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
New Position
0.03%
$2.156M
44,688 shares@ $48.24 avg price
PXFInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.03%
$2.033M
38,993 shares@ $52.14 avg price
DFCFDimensional Core Fixed Income Etf
Recent Activity
New Position
0.03%
$1.998M
46,260 shares@ $43.19 avg price
GWXSpdr S&p Intl Small Cap Etf
Recent Activity
New Position
0.02%
$1.469M
43,053 shares@ $34.13 avg price
ITMMarket Vectors Intermediate Muni Etf
Recent Activity
New Position
0.02%
$1.315M
28,002 shares@ $46.96 avg price
CMFIshares Tr
Recent Activity
New Position
0.02%
$1.308M
22,517 shares@ $58.11 avg price
CHNTXChestnut Str Exchang Fd Sh Partnership N
Recent Activity
New Position
0.02%
$1.215M
1,076 shares@ $1129.61 avg price
DCORDimensional Etf Trust
Recent Activity
New Position
0.02%
$1.129M
17,832 shares@ $63.34 avg price
DLNWisdomtree Tr
Recent Activity
New Position
0.02%
$1.053M
13,405 shares@ $78.57 avg price