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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 35.13% of Wealthspire Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHD (+$274M), SCHF (+$97M), IVV (+$73M), SCHX (+$48M), VUG (+$46M), VEA (+$40M), VTIP (+$36M), IJH (+$26M), USFR (+$19M), VWO (+$15M).
Started 95 new stock positions in WTFC, JOBY, PMBS, GM, AOR, INGR, CALF, SNA, Snap, MLCO.
Reduced shares in these 10 stocks: EAGG (-$25M), DFAU (-$18M), HYMB (-$12M), SUSB (-$11M), SPY (-$9.0M), NOBL (-$7.9M), DUHP (-$6.5M), HYD (-$5.1M), Ishares Ibonds Dec 2024 Term T, DEHP.
Sold out of its positions in ARE, AWK, Arista Networks, BAX, BlackRock, BIT, BAM, BLDR, Cannabis Science, CSL.
Wealthspire Advisors was a net buyer of stock by $772M.
Wealthspire Advisors has $10B in assets under management (AUM), dropping by 2.37%.
Central Index Key (CIK): 0001646247

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Portfolio Holdings for Wealthspire Advisors

Wealthspire Advisors holds 792 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Wealthspire Advisors has 792 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealthspire Advisors Dec. 31, 2024 positions
Download the Wealthspire Advisors December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
iShares Core S&P 500 ETF Etf (IVV)	15.0	$1.5B	+5%	2.6M	588.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.3	$631M		1.2M	538.81	View chart
Vanguard MSCI EAFE ETF Etf (VEA)	5.1	$511M	+8%	11M	47.82	View chart
iShares S&P Midcap 400 Index Etf (IJH)	4.7	$474M	+5%	7.6M	62.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.1	$414M	+195%	15M	27.32	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.4	$344M	-2%	586k	586.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.3	$332M	+3%	1.1M	289.81	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.8	$283M	+4%	4.8M	58.93	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.7	$276M		8.0M	34.59	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	2.2	$218M	+7%	1.9M	115.22	View chart
iShares Total US Bond ETF Etf (IUSB)	2.0	$204M	+5%	4.5M	45.20	View chart
Schwab International Equity ETF Etf (SCHF)	1.9	$189M	+105%	10M	18.50	View chart
Vanguard Index Fds Growth Etf (VUG)	1.9	$187M	+32%	457k	410.44	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	1.7	$174M	+9%	4.0M	44.04	View chart
Vanguard Extended Market ETF Etf (VXF)	1.5	$148M	+2%	780k	189.98	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$147M		557k	264.13	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.3	$133M	+36%	2.8M	48.42	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.2	$121M		449k	269.70	View chart
Apple (AAPL)	1.2	$116M	+5%	462k	250.42	View chart
Aon (AON)	1.1	$107M	+5%	297k	359.16	View chart
Microsoft Corporation (MSFT)	1.0	$98M	+4%	232k	421.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$90M		376k	240.28	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	0.8	$85M		1.6M	52.22	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.7	$72M	+3%	2.0M	35.65	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$72M	+199%	3.1M	23.18	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.7	$71M	+37%	1.4M	50.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$67M		131k	511.23	View chart
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)	0.6	$64M	+11%	2.5M	25.37	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$62M	+17%	2.1M	29.20	View chart
iShares S&P National AMT-Free Muni Etf (MUB)	0.6	$62M	-2%	585k	106.55	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.6	$61M	-4%	1.2M	50.47	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.6	$61M	+10%	2.4M	25.54	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.6	$61M	+2%	864k	70.28	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$60M	+9%	864k	68.94	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$57M		339k	169.30	View chart
Vanguard FTSE All-Wld ex-US ETF Etf (VEU)	0.6	$57M	+6%	997k	57.41	View chart
iShares Core MSCI Total Int'l Stock Index Etf (IXUS)	0.6	$57M		857k	66.14	View chart
iShares High Yield Systematic Bond ETF Etf (HYDB)	0.6	$56M	+12%	1.2M	47.01	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$53M	+11%	190k	280.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$52M	+6%	727k	71.91	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$50M	-13%	503k	99.55	View chart
iShares Russell 1000 Growth Etf (IWF)	0.5	$48M		120k	401.58	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.4	$42M		560k	75.61	View chart
Amazon (AMZN)	0.4	$41M	+5%	187k	219.39	View chart
Cme (CME)	0.4	$36M	-7%	153k	232.23	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$35M	-5%	705k	50.13	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$34M	+12%	172k	198.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$34M	+6%	176k	190.44	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$32M	-35%	797k	40.49	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$32M		413k	78.01	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.3	$32M	+9%	469k	68.00	View chart
iShares Russell 1000 Index Etf (IWB)	0.3	$31M		96k	322.16	View chart
Accenture (ACN)	0.3	$31M	-3%	87k	351.79	View chart
Berkshire Hathaway (BRK.B)	0.3	$29M	+5%	64k	453.28	View chart
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)	0.3	$28M	-47%	608k	46.44	View chart
iShares Russell 2000 Index Etf (IWM)	0.3	$27M	+4%	122k	220.96	View chart
iShares Barclays Aggregate Bond Etf (AGG)	0.3	$26M	-2%	272k	96.90	View chart
Schwab Emerging Market Equities ETF Etf (SCHE)	0.2	$25M	+4%	939k	26.63	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$24M	+7%	269k	89.08	View chart
NVIDIA Corporation (NVDA)	0.2	$24M	+29%	175k	134.29	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$23M	-7%	197k	117.48	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$23M		439k	52.27	View chart
iShares Russell 1000 Value Index Etf (IWD)	0.2	$20M		107k	185.13	View chart
JPMorgan Chase & Co. (JPM)	0.2	$19M	+2%	79k	239.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$19M	+11%	99k	189.30	View chart
iShares SP 500 Growth Index Etf (IVW)	0.2	$18M		181k	101.53	View chart
Vanguard High Dividend Etf (VYM)	0.2	$18M		142k	127.59	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.2	$17M	+2%	878k	19.49	View chart
iShares MSCI USA Quality Factor ETF Etf (QUAL)	0.2	$16M	-10%	91k	178.08	View chart
iShares Russell Midcap Blend Etf (IWR)	0.2	$16M	+4%	183k	88.40	View chart
iShares Russell Midcap Growth Etf (IWP)	0.2	$16M	+3%	127k	126.75	View chart
iShares Russell 3000 Index Etf (IWV)	0.2	$16M		48k	334.25	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$15M	-4%	59k	253.75	View chart
Exxon Mobil Corporation (XOM)	0.1	$15M	+6%	138k	107.57	View chart
iShares S&P Midcap 400/BARRA Value Etf (IJJ)	0.1	$15M	+4%	119k	124.96	View chart
Costco Wholesale Corporation (COST)	0.1	$15M	-9%	16k	916.26	View chart
Meta Platforms Cl A (META)	0.1	$15M	+13%	25k	585.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$14M		109k	128.62	View chart
Tesla Motors (TSLA)	0.1	$14M	+35%	34k	403.84	View chart
Byrna Technologies Com New (BYRN)	0.1	$14M	-8%	471k	28.81	View chart
Johnson & Johnson (JNJ)	0.1	$13M	-6%	91k	144.62	View chart
SPDR S&P 500 Growth ETF Etf (SPYG)	0.1	$13M	+6%	147k	87.90	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$13M	+4%	44k	287.82	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$13M	+99%	490k	25.83	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$12M	+19%	330k	37.12	View chart
Procter & Gamble Company (PG)	0.1	$12M		73k	167.65	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$12M	+2%	50k	242.13	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$12M	-2%	182k	63.75	View chart
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)	0.1	$12M	-49%	468k	24.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$12M	+197%	507k	22.70	View chart
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)	0.1	$11M	-50%	444k	25.58	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$11M		140k	80.93	View chart
Choice Hotels International (CHH)	0.1	$11M		77k	141.98	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$11M	+5%	66k	164.17	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$10M		148k	70.55	View chart
Abbvie (ABBV)	0.1	$9.8M		55k	177.70	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$9.7M	-3%	60k	161.77	View chart
Broadcom (AVGO)	0.1	$9.6M	+6%	42k	231.84	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$9.6M		380k	25.23	View chart
iShares Core High Dividend ETF Etf (HDV)	0.1	$9.5M	+3%	85k	112.26	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$9.5M	+2%	76k	124.91	View chart
iShares Dow Jones Select Dividend Etf (DVY)	0.1	$9.4M		72k	131.29	View chart
Home Depot (HD)	0.1	$9.2M	+9%	24k	388.99	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$9.2M	-2%	44k	211.38	View chart
iShares ESG Aware MSCI USA ETF Etf (ESGU)	0.1	$9.2M		71k	128.82	View chart
Chevron Corporation (CVX)	0.1	$9.1M	-5%	63k	144.84	View chart
iShares MSCI EAFE ESG ETF Etf (ESGD)	0.1	$9.1M		120k	76.14	View chart
Coca-Cola Company (KO)	0.1	$9.1M	+4%	145k	62.26	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$9.0M	-5%	165k	54.69	View chart
Mid Cap SPDR Trust Etf (MDY)	0.1	$9.0M	+5%	16k	569.61	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$9.0M	+141%	348k	25.86	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$9.0M	-24%	390k	22.98	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$8.9M		222k	40.34	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$8.8M	-7%	114k	77.27	View chart
DFA Dimensional US Marketwide Value ETF Etf (DFUV)	0.1	$8.7M		213k	40.92	View chart
Netflix (NFLX)	0.1	$8.3M	+4%	9.3k	891.32	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.1	$8.2M	-26%	312k	26.15	View chart
MasterCard Incorporated (MA)	0.1	$8.1M	+3%	16k	526.56	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$8.0M		70k	115.18	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$7.8M	-4%	172k	45.62	View chart
Visa Com Cl A (V)	0.1	$7.7M	-8%	24k	316.04	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.1	$7.7M	+2%	39k	195.83	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$7.7M		65k	117.50	View chart
Wal-Mart Stores (WMT)	0.1	$7.4M	+15%	82k	90.35	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$7.3M	-6%	56k	132.10	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.1	$7.1M	+3%	306k	23.27	View chart
UnitedHealth (UNH)	0.1	$7.1M	+4%	14k	505.86	View chart
iShares S&P 500/BARRA Value Index Etf (IVE)	0.1	$6.8M	+13%	36k	190.88	View chart
Eli Lilly & Co. (LLY)	0.1	$6.7M	+23%	8.7k	772.04	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$6.4M	NEW	133k	47.86	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$6.3M	-2%	63k	100.12	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$6.3M	-50%	186k	33.79	View chart
Palantir Technologies Cl A (PLTR)	0.1	$6.3M	+9%	83k	75.63	View chart
Cava Group Ord (CAVA)	0.1	$6.1M	+57%	54k	112.80	View chart
International Business Machines (IBM)	0.1	$6.1M	+4%	28k	219.83	View chart
Bank of America Corporation (BAC)	0.1	$5.8M	-20%	132k	43.95	View chart
Neuberger Berman Etf Trust Opt Strategy Etf (NBOS)	0.1	$5.8M	NEW	219k	26.35	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$5.6M		149k	37.78	View chart
Philip Morris International (PM)	0.1	$5.5M		46k	120.35	View chart
Pepsi (PEP)	0.1	$5.4M	+8%	36k	152.06	View chart
Merck & Co (MRK)	0.1	$5.4M		55k	99.48	View chart
Verizon Communications (VZ)	0.1	$5.4M		134k	39.99	View chart
Oneok (OKE)	0.1	$5.2M	-14%	52k	100.40	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$5.2M		209k	24.86	View chart
Market Vectors High Yield Muni ETF Etf (HYD)	0.1	$5.1M	-49%	99k	51.91	View chart
McDonald's Corporation (MCD)	0.1	$5.1M		18k	289.89	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.0	$4.9M	+8%	470k	10.36	View chart
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)	0.0	$4.8M	-19%	50k	95.47	View chart
Ishares Global Reit Etf Etf (REET)	0.0	$4.7M	+4%	197k	23.97	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$4.6M	+350%	165k	27.71	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$4.3M	-18%	50k	85.66	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$4.3M	-4%	25k	172.42	View chart
Abbott Laboratories (ABT)	0.0	$4.3M	-3%	38k	113.11	View chart
Thermo Fisher Scientific (TMO)	0.0	$4.2M		8.0k	520.23	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$4.2M	-5%	124k	33.39	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$4.1M	NEW	82k	50.37	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$4.1M	+353%	78k	53.05	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$4.1M		45k	91.43	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.0	$4.1M	+5%	98k	41.61	View chart
Health Care Select Sector SPDR ETF Etf (XLV)	0.0	$4.1M		30k	137.57	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$4.1M	-27%	120k	33.93	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$4.0M	-4%	37k	110.25	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$4.0M	-30%	5.6k	712.33	View chart
Starbucks Corporation (SBUX)	0.0	$3.9M		43k	91.25	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.0	$3.8M		165k	23.32	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$3.8M		80k	48.16	View chart
Morgan Stanley Com New (MS)	0.0	$3.8M	-9%	30k	125.72	View chart
Apollo Global Mgmt (APO)	0.0	$3.8M	-2%	23k	165.16	View chart
Marriott Intl Cl A (MAR)	0.0	$3.7M		13k	278.94	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$3.7M	+9%	50k	74.02	View chart
DFA Tax-Managed International Value Etf (DFIV)	0.0	$3.7M	+26%	105k	35.48	View chart
Cisco Systems (CSCO)	0.0	$3.7M		63k	59.20	View chart
Vanguard Info Technology ETF Etf (VGT)	0.0	$3.7M	+10%	5.9k	621.81	View chart
iShares Short-Term National Muni Bd ETF Etf (SUB)	0.0	$3.7M	-16%	35k	105.48	View chart
Oracle Corporation (ORCL)	0.0	$3.6M	+3%	22k	166.64	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$3.6M	+14%	9.7k	366.06	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$3.6M		29k	121.35	View chart
Ge Aerospace Com New (GE)	0.0	$3.5M	+7%	21k	166.79	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$3.4M	-4%	57k	60.35	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$3.4M	-5%	61k	56.38	View chart
Charles Schwab Corporation (SCHW)	0.0	$3.4M	+2%	45k	74.01	View chart
American Express Company (AXP)	0.0	$3.3M	+13%	11k	296.80	View chart
Pfizer (PFE)	0.0	$3.3M		126k	26.53	View chart
iShares MSCI Emerging Markets Etf (EEM)	0.0	$3.3M	-14%	78k	41.82	View chart
Altria (MO)	0.0	$3.3M	+5%	63k	52.29	View chart
Union Pacific Corporation (UNP)	0.0	$3.2M		14k	228.04	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$3.2M	+8%	7.5k	425.49	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$3.1M	+4%	13k	232.52	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$3.1M	-5%	48k	65.08	View chart
Hormel Foods Corporation (HRL)	0.0	$3.0M	-3%	97k	31.37	View chart
Illinois Tool Works (ITW)	0.0	$3.0M	-2%	12k	253.56	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$2.9M	-50%	119k	24.74	View chart
Maplebear (CART)	0.0	$2.9M		71k	41.42	View chart
Walt Disney Company (DIS)	0.0	$2.9M	+3%	26k	111.35	View chart
Eaton Corp SHS (ETN)	0.0	$2.9M	+3%	8.7k	331.87	View chart
Nextera Energy (NEE)	0.0	$2.9M	-9%	40k	71.69	View chart
Constellation Energy (CEG)	0.0	$2.9M		13k	223.71	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$2.9M	-24%	41k	70.71	View chart
Automatic Data Processing (ADP)	0.0	$2.9M	-4%	9.8k	292.73	View chart
Blackrock (BLK)	0.0	$2.9M	NEW	2.8k	1025.18	View chart
Metropcs Communications (TMUS)	0.0	$2.8M		13k	220.72	View chart
Goldman Sachs (GS)	0.0	$2.8M	+3%	4.9k	572.61	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.0	$2.8M		64k	43.72	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$2.8M	-47%	28k	99.92	View chart
Financial Select Sector SPDR ETF Etf (XLF)	0.0	$2.8M	+16%	58k	48.33	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$2.8M	+27%	16k	175.24	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.0	$2.8M		50k	55.42	View chart
Vanguard World Utilities Etf (VPU)	0.0	$2.7M		17k	163.42	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.0	$2.6M	+130%	41k	64.16	View chart
salesforce (CRM)	0.0	$2.6M	+4%	7.9k	334.33	View chart
Boeing Company (BA)	0.0	$2.6M		15k	177.00	View chart
Fiserv (FI)	0.0	$2.6M	-5%	13k	205.42	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.6M	-5%	24k	107.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$2.6M	+320%	93k	27.87	View chart
American Airls (AAL)	0.0	$2.6M		148k	17.43	View chart
Fair Isaac Corporation (FICO)	0.0	$2.6M	-4%	1.3k	1990.93	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$2.6M	+10%	113k	22.81	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$2.6M		16k	159.52	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$2.6M		130k	19.59	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$2.5M	+200%	107k	23.68	View chart
At&t (T)	0.0	$2.5M		110k	22.77	View chart
Palo Alto Networks (PANW)	0.0	$2.5M	+114%	14k	181.96	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$2.5M		58k	43.24	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$2.5M	-8%	41k	60.50	View chart
Comcast Corporation (CMCSA)	0.0	$2.4M	+29%	65k	37.53	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$2.4M	+65%	47k	51.14	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$2.4M	-4%	42k	57.27	View chart
Servicenow (NOW)	0.0	$2.4M	+12%	2.3k	1060.12	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$2.4M	+163%	105k	22.70	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$2.3M	-6%	61k	37.12	View chart
Wisdomtree Large Cap Div Etf (DLN)	0.0	$2.3M	+116%	29k	77.79	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.0	$2.2M	-17%	30k	75.07	View chart
Capital Bancorp (CBNK)	0.0	$2.2M		78k	28.50	View chart
Stryker Corporation (SYK)	0.0	$2.2M	-10%	6.1k	360.05	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.0	$2.2M		35k	62.09	View chart
Amgen (AMGN)	0.0	$2.2M	-3%	8.3k	260.63	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$2.2M	+2%	10k	215.48	View chart
Airbnb Com Cl A (ABNB)	0.0	$2.1M	-19%	16k	131.41	View chart
Fastenal Company (FAST)	0.0	$2.1M	-2%	30k	71.91	View chart
iShares S&P 400 Growth Etf (IJK)	0.0	$2.1M	+14%	23k	90.93	View chart
Dimensional Etf Trust International (DFSI)	0.0	$2.1M	-34%	63k	32.85	View chart
iShares Russell Midcap Value Etf (IWS)	0.0	$2.1M	+35%	16k	129.34	View chart
U.S. Bancorp (USB)	0.0	$2.1M	-9%	43k	47.83	View chart
Northrop Grumman Corporation (NOC)	0.0	$2.0M	-2%	4.3k	469.26	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$2.0M		40k	50.97	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$2.0M		33k	61.34	View chart
Maximus (MMS)	0.0	$2.0M	+21%	27k	74.65	View chart
Raytheon Technologies Corp (RTX)	0.0	$2.0M	+7%	17k	115.72	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.0	$2.0M	NEW	78k	25.45	View chart
Caterpillar (CAT)	0.0	$2.0M		5.4k	362.76	View chart

Past Filings by Wealthspire Advisors

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

Wealthspire Advisors 2024 Q4 filed Feb. 4, 2025
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

View all past filings

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