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Sontag Advisory

Latest statistics and disclosures from Wealthspire Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VOO, VEA, IJH, SCHD, and represent 34.78% of Wealthspire Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$262M), IUSB (+$158M), IVV (+$73M), DFGR (+$63M), DFAE (+$61M), EAGG (+$56M), DFAI (+$53M), DFAU (+$49M), HYDB (+$46M), USFR (+$40M).
Started 118 new stock positions in DCOR, CE, DFIV, IYR, ESGE, CHNTX, DFAS, APD, ITM, CBRE.
Reduced shares in these 10 stocks: NOBL (-$14M), AON (-$7.5M), TFLO (-$5.6M), BAB, VT, MUST, JEPI, JMST, SPLG, RYLD.
Sold out of its positions in MSOS, BWG, KMX, CORZW, CORZZ, DNP, FFIE, GBDC, HWM, IEF.
Wealthspire Advisors was a net buyer of stock by $1.5B.
Wealthspire Advisors has $9.8B in assets under management (AUM), dropping by 25.87%.
Central Index Key (CIK): 0001646247

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Portfolio Holdings for Wealthspire Advisors

Wealthspire Advisors holds 756 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Wealthspire Advisors has 756 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealthspire Advisors Sept. 30, 2024 positions
Download the Wealthspire Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.3	$1.4B	+5%	2.4M	576.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.2	$614M		1.2M	527.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.3	$521M	+7%	9.9M	52.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.6	$449M	+4%	7.2M	62.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.4	$433M	+4%	5.1M	84.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.5	$345M		601k	573.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.2	$314M	+3%	1.1M	283.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.0	$298M	+4%	4.6M	64.74	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.8	$271M	+3095%	7.9M	34.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$206M	+6%	1.8M	116.96	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.1	$204M		5.0M	41.12	View chart
Ishares Tr Core Total Usd (IUSB)	2.1	$202M	+355%	4.3M	47.12	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.8	$173M	+9%	3.6M	47.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$145M		551k	263.83	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.4	$139M	+3%	762k	181.99	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$133M	+7%	346k	383.93	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.2	$116M		441k	263.29	View chart
Apple (AAPL)	1.0	$102M	+11%	437k	233.00	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.0	$99M	+9%	2.0M	49.31	View chart
Aon Shs Cl A (AON)	1.0	$98M	-7%	283k	345.99	View chart
Microsoft Corporation (MSFT)	1.0	$96M	+38%	223k	430.30	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$94M	+2%	1.6M	57.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$89M	+2%	374k	237.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$70M		1.0M	67.85	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.7	$66M	+4%	2.0M	33.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$66M		844k	78.05	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$65M	+4%	598k	108.63	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.7	$64M	-8%	1.3M	50.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$63M	+7%	130k	488.07	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.6	$63M	NEW	2.2M	28.86	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$63M	+3676%	2.3M	27.41	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$62M	-18%	582k	106.76	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$62M		849k	72.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$59M	+2%	338k	174.57	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$59M	+5%	932k	63.00	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$58M	+1116%	1.8M	31.78	View chart
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)	0.6	$56M	NEW	1.1M	48.59	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$53M	-2%	786k	67.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$51M	+124%	683k	75.11	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.5	$51M	+372%	1.0M	50.22	View chart
Ishares Tr High Yld Systm B (HYDB)	0.5	$51M	+915%	1.1M	48.06	View chart
Dimensional U.S. Core Equity Market ETF Etf (DFAU)	0.5	$49M	NEW	1.2M	39.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$46M	+11%	555k	83.63	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$46M	+43%	170k	267.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$45M	+5%	119k	375.38	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$38M	+17%	748k	51.12	View chart
Cme (CME)	0.4	$37M	+2%	166k	220.65	View chart
Amazon (AMZN)	0.3	$33M	+13%	177k	186.33	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$33M	+5416%	410k	79.42	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$32M	+9%	90k	353.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$31M	+26%	153k	200.78	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$30M	+147%	96k	314.39	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.3	$29M	+6%	427k	67.73	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$28M	+59%	279k	101.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$28M	+16%	60k	460.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$28M	+17%	165k	167.19	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$26M	+4%	899k	29.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$26M	+6%	117k	220.89	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$25M	-7%	212k	119.70	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$24M	+37%	249k	97.43	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$24M		436k	54.43	View chart
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)	0.2	$24M	NEW	900k	26.27	View chart
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)	0.2	$23M	NEW	918k	25.16	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$20M	+24%	107k	189.80	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$18M		144k	128.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$18M	+6006%	102k	179.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$17M	+13%	177k	95.75	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.2	$17M		858k	19.35	View chart
NVIDIA Corporation (NVDA)	0.2	$16M	+9%	135k	121.44	View chart
JPMorgan Chase & Co. (JPM)	0.2	$16M	+4%	77k	210.86	View chart
Costco Wholesale Corporation (COST)	0.2	$16M	+29%	18k	886.50	View chart
Johnson & Johnson (JNJ)	0.2	$16M	+10%	97k	162.06	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$16M		48k	326.73	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$15M	+12%	175k	88.14	View chart
Exxon Mobil Corporation (XOM)	0.2	$15M	+3%	129k	117.22	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$15M		62k	243.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$15M	+7%	89k	165.85	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$14M	+14%	122k	117.29	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$14M	+19%	114k	123.62	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$14M	-2%	110k	125.62	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$13M	-2%	246k	53.63	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$13M	NEW	377k	34.07	View chart
Procter & Gamble Company (PG)	0.1	$13M	+42%	73k	173.20	View chart
Meta Platforms Cl A (META)	0.1	$13M	+11%	22k	572.44	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$12M	-10%	517k	23.45	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$12M	+10%	42k	284.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$12M	+6%	49k	243.06	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.1	$12M	-17%	422k	27.57	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$12M	+5%	140k	83.21	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$12M	+1136%	186k	62.20	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$12M	-6%	139k	82.94	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$11M	+173%	170k	66.52	View chart
Abbvie (ABBV)	0.1	$11M	+12%	56k	197.48	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$11M		147k	71.71	View chart
Dimensional International High Pbly ETF Etf (DIHP)	0.1	$11M	NEW	381k	27.70	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$11M	NEW	277k	37.94	View chart
Market Vectors High Yield Muni ETF Etf (HYD)	0.1	$11M	NEW	198k	53.07	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$10M	-8%	62k	167.67	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$10M	+10%	62k	166.82	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$10M	+1841%	121k	84.17	View chart
Choice Hotels International (CHH)	0.1	$10M		77k	130.30	View chart
Coca-Cola Company (KO)	0.1	$10M	-3%	139k	71.86	View chart
Chevron Corporation (CVX)	0.1	$9.8M	+2%	67k	147.27	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$9.8M	-7%	45k	218.48	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$9.7M	-6%	123k	78.69	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$9.6M	+2%	82k	117.62	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$9.6M	+6%	71k	135.07	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$9.6M	-7%	175k	54.68	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$9.5M	NEW	74k	128.28	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$9.2M	+2821%	226k	40.63	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$9.1M	+385%	72k	126.18	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$8.9M	+2299%	215k	41.69	View chart
Home Depot (HD)	0.1	$8.8M	+6%	22k	405.20	View chart
Byrna Technologies Com New (BYRN)	0.1	$8.8M	-6%	516k	16.97	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$8.5M	+28%	15k	569.70	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$8.5M	+1629%	8.1k	1051.24	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$8.5M	+13%	60k	142.04	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$8.4M		179k	46.83	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$7.9M		70k	112.94	View chart
UnitedHealth (UNH)	0.1	$7.8M	+14%	13k	584.70	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$7.8M		65k	119.55	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.1	$7.8M		296k	26.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$7.6M	+13%	38k	198.06	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$7.4M	+2%	144k	51.50	View chart
Mastercard Incorporated Cl A (MA)	0.1	$7.4M	+8%	15k	493.80	View chart
Visa Com Cl A (V)	0.1	$7.3M	+3%	27k	274.95	View chart
Broadcom (AVGO)	0.1	$6.7M	+1153%	39k	172.50	View chart
Tesla Motors (TSLA)	0.1	$6.6M		25k	261.63	View chart
Bank of America Corporation (BAC)	0.1	$6.6M	+32%	167k	39.68	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$6.4M	NEW	240k	26.87	View chart
Netflix (NFLX)	0.1	$6.3M	+2%	8.9k	709.27	View chart
Eli Lilly & Co. (LLY)	0.1	$6.2M	+23%	7.0k	885.93	View chart
Merck & Co (MRK)	0.1	$6.2M	+7%	55k	113.56	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$6.2M	+2%	32k	197.17	View chart
Verizon Communications (VZ)	0.1	$6.1M	-2%	136k	44.91	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$6.1M	+950%	62k	97.79	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$6.1M	-2%	147k	41.44	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$5.9M		164k	35.91	View chart
International Business Machines (IBM)	0.1	$5.8M	+4%	26k	221.07	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$5.8M		65k	89.37	View chart
DFA TA World ex US Core Equity I Etf (DFAX)	0.1	$5.7M	NEW	213k	27.01	View chart
Wal-Mart Stores (WMT)	0.1	$5.7M	-4%	71k	80.75	View chart
Philip Morris International (PM)	0.1	$5.6M	+2%	46k	121.40	View chart
Pepsi (PEP)	0.1	$5.6M	+8%	33k	170.05	View chart
Oneok (OKE)	0.1	$5.6M		61k	91.13	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$5.4M		62k	87.80	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$5.4M	NEW	54k	100.29	View chart
McDonald's Corporation (MCD)	0.1	$5.3M	+14%	18k	304.51	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$5.0M		189k	26.69	View chart
Thermo Fisher Scientific (TMO)	0.1	$5.0M	+3%	8.1k	618.59	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$4.8M	NEW	132k	36.41	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.0	$4.7M	+15%	434k	10.76	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$4.5M	+13%	29k	154.02	View chart
Abbott Laboratories (ABT)	0.0	$4.5M	+3%	39k	114.01	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$4.4M	+598%	42k	106.19	View chart
Cava Group Ord (CAVA)	0.0	$4.2M	-17%	34k	123.85	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$4.2M	+26%	92k	45.86	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$4.2M	-2%	54k	76.70	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$4.2M	-2%	38k	108.79	View chart
Starbucks Corporation (SBUX)	0.0	$4.1M	+25%	42k	97.49	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$4.1M	-5%	45k	91.81	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$4.0M	+4%	26k	153.13	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.0	$3.9M	+882%	93k	41.55	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.0	$3.8M	-7%	164k	23.42	View chart
Nextera Energy (NEE)	0.0	$3.8M		45k	84.53	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$3.8M	-9%	80k	47.13	View chart
Ge Aerospace Com New (GE)	0.0	$3.7M	+5%	20k	188.58	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$3.7M		30k	124.17	View chart
Pfizer (PFE)	0.0	$3.6M	+2%	124k	28.94	View chart
Oracle Corporation (ORCL)	0.0	$3.6M	+8%	21k	170.40	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$3.5M	-6%	64k	54.93	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$3.5M	-3%	60k	58.77	View chart
Morgan Stanley Com New (MS)	0.0	$3.5M		34k	104.24	View chart
Dimensional International Sstby Cr 1 ETF Etf (DFSI)	0.0	$3.5M	NEW	97k	35.73	View chart
Constellation Energy (CEG)	0.0	$3.4M	+7%	13k	260.03	View chart
Union Pacific Corporation (UNP)	0.0	$3.4M	+20%	14k	246.48	View chart
Marriott Intl Cl A (MAR)	0.0	$3.3M	+11%	13k	248.60	View chart
Cisco Systems (CSCO)	0.0	$3.3M	-6%	62k	53.22	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$3.3M	NEW	51k	64.86	View chart
Hormel Foods Corporation (HRL)	0.0	$3.2M		100k	31.70	View chart
Illinois Tool Works (ITW)	0.0	$3.2M		12k	262.06	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$3.2M	NEW	83k	38.08	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.0	$3.2M	-15%	131k	24.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$3.1M	+7%	5.3k	586.59	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.0	$3.1M	-5%	50k	62.34	View chart
Powershares Emerging Markets Debt ETF Etf (PCY)	0.0	$3.1M	NEW	144k	21.50	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$3.0M	+3%	37k	83.09	View chart
Altria (MO)	0.0	$3.0M	+8%	59k	51.04	View chart
Duke Energy Corp Com New (DUK)	0.0	$3.0M	-2%	26k	115.30	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$2.9M	+2%	8.5k	345.29	View chart
Apollo Global Mgmt (APO)	0.0	$2.9M	+90%	23k	124.91	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$2.9M		6.9k	423.09	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.0	$2.9M		64k	45.07	View chart
Maplebear (CART)	0.0	$2.9M		71k	40.74	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$2.9M	+133%	13k	225.75	View chart
Vanguard World Utilities Etf (VPU)	0.0	$2.9M	-2%	17k	174.05	View chart
BlackRock (BLK)	0.0	$2.9M	+25%	3.0k	949.44	View chart
Charles Schwab Corporation (SCHW)	0.0	$2.9M	+12%	44k	64.81	View chart
Mettler-Toledo International (MTD)	0.0	$2.9M	+2%	1.9k	1499.70	View chart
Automatic Data Processing (ADP)	0.0	$2.9M	+6%	10k	276.73	View chart
Palantir Technologies Cl A (PLTR)	0.0	$2.8M	-33%	76k	37.20	View chart
FlexShares Morningstar U.S. Market Factors Tilt ETF Etf (TILT)	0.0	$2.8M	NEW	13k	212.84	View chart
Eaton Corp SHS (ETN)	0.0	$2.8M		8.5k	331.43	View chart
Amgen (AMGN)	0.0	$2.8M	+3%	8.7k	322.19	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$2.7M	-8%	65k	41.49	View chart
IDEXX Laboratories (IDXX)	0.0	$2.7M		5.3k	505.22	View chart
Metropcs Communications (TMUS)	0.0	$2.7M	-6%	13k	206.36	View chart
American Express Company (AXP)	0.0	$2.7M	+80%	9.9k	271.20	View chart
Fair Isaac Corporation (FICO)	0.0	$2.6M	-3%	1.4k	1943.52	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.0	$2.6M	-12%	36k	72.61	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$2.6M		57k	45.65	View chart
Airbnb Com Cl A (ABNB)	0.0	$2.6M		20k	126.81	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$2.5M	+2%	36k	71.76	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$2.5M	+87%	44k	56.57	View chart
Stryker Corporation (SYK)	0.0	$2.5M	+6%	6.9k	361.27	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$2.5M	-9%	16k	151.62	View chart
iShares ESG MSCI USA Leaders ETF Etf (SUSL)	0.0	$2.4M	NEW	24k	101.52	View chart
Fiserv (FI)	0.0	$2.4M	+12%	14k	179.65	View chart
Dow (DOW)	0.0	$2.4M		44k	54.63	View chart
Walt Disney Company (DIS)	0.0	$2.4M	+9%	25k	96.19	View chart
At&t (T)	0.0	$2.4M		109k	22.00	View chart
Qualcomm (QCOM)	0.0	$2.4M		14k	170.05	View chart
Goldman Sachs (GS)	0.0	$2.4M	+9%	4.8k	495.11	View chart
Northrop Grumman Corporation (NOC)	0.0	$2.4M	+19%	4.5k	528.08	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$2.3M	+21%	102k	23.06	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$2.3M	+17%	16k	145.60	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.0	$2.3M		35k	66.68	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.0	$2.3M	-3%	46k	50.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$2.3M	+185%	22k	104.18	View chart
Enterprise Products Partners (EPD)	0.0	$2.3M	+27%	78k	29.11	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$2.3M	NEW	61k	37.18	View chart
Boeing Company (BA)	0.0	$2.3M	+10%	15k	152.04	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$2.3M		45k	50.79	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$2.2M	-7%	9.7k	230.58	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$2.2M	+40%	50k	45.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$2.2M	-14%	13k	179.16	View chart
Lowe's Companies (LOW)	0.0	$2.2M	+17%	8.2k	270.88	View chart
Palo Alto Networks (PANW)	0.0	$2.2M	+3%	6.4k	341.80	View chart
Ford Motor Company (F)	0.0	$2.2M	+2%	206k	10.56	View chart
Fastenal Company (FAST)	0.0	$2.2M	+3%	30k	71.42	View chart
Us Bancorp Del Com New (USB)	0.0	$2.2M	+12%	47k	45.73	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$2.2M	NEW	45k	48.24	View chart
Caterpillar (CAT)	0.0	$2.1M	+13%	5.5k	391.14	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$2.1M	-15%	44k	48.68	View chart
Adobe Systems Incorporated (ADBE)	0.0	$2.1M	-14%	4.1k	517.78	View chart
Comcast Corp Cl A (CMCSA)	0.0	$2.1M	-10%	50k	41.77	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$2.1M		130k	16.05	View chart
Applied Materials (AMAT)	0.0	$2.1M	+17%	10k	202.06	View chart
Becton, Dickinson and (BDX)	0.0	$2.1M	+3%	8.6k	241.10	View chart
salesforce (CRM)	0.0	$2.1M		7.6k	273.71	View chart

Past Filings by Wealthspire Advisors

SEC 13F filings are viewable for Wealthspire Advisors going back to 2018

Wealthspire Advisors 2024 Q3 filed Nov. 13, 2024
Wealthspire Advisors 2024 Q2 filed Aug. 8, 2024
Wealthspire Advisors 2024 Q1 filed May 6, 2024
Wealthspire Advisors 2023 Q4 filed Feb. 7, 2024
Wealthspire Advisors 2023 Q3 filed Nov. 6, 2023
Wealthspire Advisors 2023 Q2 filed Aug. 1, 2023
Wealthspire Advisors 2023 Q1 filed May 9, 2023
Wealthspire Advisors 2022 Q4 filed Feb. 14, 2023
Wealthspire Advisors 2022 Q3 filed Nov. 14, 2022
Wealthspire Advisors 2022 Q2 filed Aug. 9, 2022
Wealthspire Advisors 2022 Q1 filed May 9, 2022
Wealthspire Advisors 2021 Q4 filed Feb. 14, 2022
Wealthspire Advisors 2021 Q3 filed Nov. 15, 2021
Wealthspire Advisors 2021 Q2 filed Aug. 13, 2021
Wealthspire Advisors 2021 Q1 filed May 17, 2021
Wealthspire Advisors 2020 Q4 filed Feb. 16, 2021

View all past filings

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