test

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
IVVIshares Tr
Recent Activity
Increased 5.48%
14.28%
$1.403B
2.432M shares@ $576.82 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.63%
6.25%
$614.012M
1.164M shares@ $527.7 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 7.58%
5.3%
$520.554M
9.857M shares@ $52.82 avg price
IJHIshares Tr
Recent Activity
Increased 4.57%
4.57%
$448.469M
7.196M shares@ $62.33 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 4.01%
4.41%
$432.79M
5.12M shares@ $84.54 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.68%
3.52%
$345.087M
601,431 shares@ $573.78 avg price
VTIVanguard Index Fds
Recent Activity
Increased 3.35%
3.2%
$313.559M
1.107M shares@ $283.17 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 4.24%
3.03%
$297.802M
4.6M shares@ $64.74 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 3095.61%
2.76%
$270.926M
7.901M shares@ $34.29 avg price
IJRIshares Tr
Recent Activity
Increased 6.08%
2.1%
$206.199M
1.763M shares@ $116.96 avg price