Wealthspire Advisors, LLC Q1 2023 Filing
Filed May 9, 2023
Portfolio Value
$5.8B
Holdings
533
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (533 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $754.1M |
SCHDSCHWAB STRATEGIC TR | $441.8M |
VOOVANGUARD INDEX FDS | $411.2M |
VEAVANGUARD TAX-MANAGED FDS | $353.8M |
IJHISHARES TR | $329.4M |
SPYSPDR S&P 500 ETF TR | $230.3M |
VXUSVANGUARD STAR FDS | $183.4M |
SCHFSCHWAB STRATEGIC TR | $175.3M |
VTIVANGUARD INDEX FDS | $144.3M |
IJRISHARES TR | $143.3M |
VOVANGUARD INDEX FDS | $117.5M |
VWOVANGUARD INTL EQUITY INDEX F | $108.2M |
VVVANGUARD INDEX FDS | $90.5M |
VXFVANGUARD INDEX FDS | $85.5M |
ACWVISHARES INC | $83.0M |
IEMGISHARES INC | $76.5M |
VUGVANGUARD INDEX FDS | $67.1M |
NOBLPROSHARES TR | $65.0M |
VBVANGUARD INDEX FDS | $64.2M |
BABINVESCO EXCH TRADED FD TR II | $63.0M |
AQLTISHARES TR | $57.2M |
IXUSISHARES TR | $54.6M |
MUBISHARES TR | $52.4M |
TFLOISHARES TR | $52.2M |
EMLPFIRST TR EXCHANGE-TRADED FD | $51.5M |
SCHXSCHWAB STRATEGIC TR | $51.4M |
AAPLAPPLE INC | $49.2M |
SPYMSPDR SER TR | $43.9M |
VTVVANGUARD INDEX FDS | $43.4M |
EFAISHARES TR | $37.7M |
CMECME GROUP INC | $37.2M |
IUSBISHARES TR | $35.4M |
DTHWISDOMTREE TR | $34.8M |
VEUVANGUARD INTL EQUITY INDEX F | $33.1M |
MSFTMICROSOFT CORP | $31.0M |
VTVANGUARD INTL EQUITY INDEX F | $28.9M |
VTEBVANGUARD MUN BD FDS | $27.0M |
IWFISHARES TR | $26.6M |
IGFISHARES TR | $25.8M |
IQDFFLEXSHARES TR | $23.3M |
GOOGALPHABET INC | $22.2M |
AGGISHARES TR | $21.8M |
IWMISHARES TR | $21.4M |
ACNACCENTURE PLC IRELAND | $21.3M |
SMMDISHARES TR | $19.9M |
SCHESCHWAB STRATEGIC TR | $19.5M |
VNQVANGUARD INDEX FDS | $18.8M |
SDYSPDR SER TR | $18.3M |
BNDVANGUARD BD INDEX FDS | $18.2M |
AQLTISHARES TR | $16.8M |
VTIPVANGUARD MALVERN FDS | $16.3M |
SCHPSCHWAB STRATEGIC TR | $15.8M |
VOTVANGUARD INDEX FDS | $14.2M |
IWDISHARES TR | $13.8M |
AMZNAMAZON COM INC | $13.1M |
XFEBFIRST TR ENERGY INFRASTRCTR | $12.7M |
VDCVANGUARD WORLD FDS | $12.3M |
VOEVANGUARD INDEX FDS | $12.3M |
DGRWWISDOMTREE TR | $12.1M |
IWVISHARES TR | $11.2M |
QCLNFIRST TR EXCHANGE-TRADED FD | $11.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $11.1M |
TFISPDR SER TR | $10.8M |
HDVISHARES TR | $10.6M |
IWBISHARES TR | $10.1M |
SPMDSPDR SER TR | $10.0M |
QDFFLEXSHARES TR | $9.5M |
BSVVANGUARD BD INDEX FDS | $9.4M |
VBRVANGUARD INDEX FDS | $9.4M |
GQ9SPDR GOLD TR | $9.1M |
CHHCHOICE HOTELS INTL INC | $9.1M |
VBKVANGUARD INDEX FDS | $8.8M |
VYMVANGUARD WHITEHALL FDS | $8.6M |
KOCOCA COLA CO | $8.5M |
IVWISHARES TR | $8.4M |
XLESELECT SECTOR SPDR TR | $8.3M |
XOMEXXON MOBIL CORP | $8.3M |
JNJJOHNSON & JOHNSON | $8.3M |
AQLTISHARES TR | $8.3M |
ABBVABBVIE INC | $7.5M |
BILSPDR SER TR | $7.0M |
SCHASCHWAB STRATEGIC TR | $6.9M |
RKTROCKET COS INC | $6.7M |
NDQINVESCO QQQ TR | $6.4M |
ITOTISHARES TR | $6.3M |
MDYSPDR S&P MIDCAP 400 ETF TR | $6.2M |
GOOGLALPHABET INC | $6.0M |
CVXCHEVRON CORP NEW | $6.0M |
ACWIISHARES TR | $5.9M |
VIGVANGUARD SPECIALIZED FUNDS | $5.9M |
UNHUNITEDHEALTH GROUP INC | $5.4M |
PGPROCTER AND GAMBLE CO | $5.4M |
GSLCGOLDMAN SACHS ETF TR | $5.3M |
PFEPFIZER INC | $5.2M |
EIMEATON VANCE MUN BD FD | $5.2M |
BACVERIZON COMMUNICATIONS INC | $5.1M |
SHYISHARES TR | $5.1M |
TSLATESLA INC | $5.0M |
PEPPEPSICO INC | $4.7M |
REETISHARES TR | $4.6M |
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