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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
CORZZCore Scientific Inc New
Recent Activity
Exited
0%
$91,689
10,551 shares@ $8.7 avg price
SMFLSmart For Life Inc
Recent Activity
Exited
0%
$61,364
20,731 shares@ $2.97 avg price
CORZWCore Scientific Inc New
Recent Activity
Exited
0%
$57,106
12,662 shares@ $4.52 avg price
3073⤦Faraday Future Intlgt Elec I
Recent Activity
Exited
0%
$25,330
50,000 shares@ $0.51 avg price
8689⤦Surf Air Mobility Inc
Recent Activity
Exited
0%
$7,804
20,300 shares@ $0.39 avg price