Wealthspire Advisors, LLC Q2 2021 Filing
Filed August 13, 2021
Portfolio Value
$3.8T
Holdings
366
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (366 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $458.3M |
VOOVANGUARD INDEX FDS | $415.9M |
SCHDSCHWAB STRATEGIC TR | $314.2M |
VEAVANGUARD TAX-MANAGED INTL FD | $293.4M |
VTIVANGUARD INDEX FDS | $185.6M |
SPYSPDR S&P 500 ETF TR | $168.8M |
IJHISHARES TR | $159.2M |
IJRISHARES TR | $139.0M |
SCHFSCHWAB STRATEGIC TR | $133.2M |
VWOVANGUARD INTL EQUITY INDEX F | $99.3M |
VXUSVANGUARD STAR FDS | $98.3M |
VOVANGUARD INDEX FDS | $90.7M |
VXFVANGUARD INDEX FDS | $81.8M |
AQLTISHARES TR | $70.9M |
VBVANGUARD INDEX FDS | $51.6M |
SCHXSCHWAB STRATEGIC TR | $36.6M |
BABINVESCO EXCH TRADED FD TR II | $36.4M |
EMLPFIRST TR EXCHANGE-TRADED FD | $36.3M |
CMECME GROUP INC | $31.5M |
VEUVANGUARD INTL EQUITY INDEX F | $29.1M |
AGGISHARES TR | $28.1M |
VVVANGUARD INDEX FDS | $27.4M |
SDYSPDR SER TR | $24.8M |
IWMISHARES TR | $24.6M |
AAPLAPPLE INC | $22.7M |
ACNACCENTURE PLC IRELAND | $19.2M |
IWFISHARES TR | $18.1M |
IGFISHARES TR | $18.0M |
VNQVANGUARD INDEX FDS | $17.9M |
IEMGISHARES INC | $17.6M |
MSFTMICROSOFT CORP | $16.9M |
IXUSISHARES TR | $15.9M |
VUGVANGUARD INDEX FDS | $14.6M |
AMZNAMAZON COM INC | $14.6M |
MKC/VMCCORMICK & CO INC | $14.4M |
BYRNBYRNA TECHNOLOGIES INC | $14.2M |
IVWISHARES TR | $13.6M |
MUBISHARES TR | $13.4M |
IWDISHARES TR | $13.0M |
IWVISHARES TR | $11.9M |
TSLATESLA INC | $11.3M |
DGRWWISDOMTREE TR | $11.2M |
BNDVANGUARD BD INDEX FDS | $10.9M |
SCHESCHWAB STRATEGIC TR | $10.9M |
QCLNFIRST TR EXCHANGE-TRADED FD | $10.5M |
SCHZSCHWAB STRATEGIC TR | $10.2M |
VTVVANGUARD INDEX FDS | $10.1M |
XFEBFIRST TR ENERGY INFRASTRCTR | $9.4M |
SCHASCHWAB STRATEGIC TR | $9.2M |
SCHPSCHWAB STRATEGIC TR | $9.2M |
VTIPVANGUARD MALVERN FDS | $9.1M |
VTEBVANGUARD MUN BD FDS | $9.0M |
GQ9SPDR GOLD TR | $8.4M |
EFAISHARES TR | $8.3M |
IEIISHARES TR | $7.9M |
BACVERIZON COMMUNICATIONS INC | $7.8M |
ACWIISHARES TR | $7.2M |
AQLTISHARES TR | $6.9M |
VIGVANGUARD SPECIALIZED FUNDS | $6.5M |
XLESELECT SECTOR SPDR TR | $6.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.0M |
IWBISHARES TR | $6.0M |
SHYISHARES TR | $5.9M |
PBWINVESCO EXCHANGE TRADED FD T | $5.9M |
LQDISHARES TR | $5.8M |
NDQINVESCO QQQ TR | $5.3M |
XENWXEATON VANCE NEW YORK MUN BD | $5.2M |
MDYSPDR S&P MIDCAP 400 ETF TR | $5.2M |
GOOGLALPHABET INC | $4.7M |
KOCOCA COLA CO | $4.6M |
PFEPFIZER INC | $4.5M |
PLTRPALANTIR TECHNOLOGIES INC | $4.2M |
METAFACEBOOK INC | $4.1M |
JPMJPMORGAN CHASE & CO | $4.0M |
EGBNEAGLE BANCORP INC MD | $4.0M |
IVEISHARES TR | $3.7M |
DISDISNEY WALT CO | $3.6M |
MAMASTERCARD INCORPORATED | $3.6M |
UNHUNITEDHEALTH GROUP INC | $3.5M |
IBBISHARES TR | $3.4M |
PGPROCTER AND GAMBLE CO | $3.3M |
JNJJOHNSON & JOHNSON | $3.3M |
BBHVANECK VECTORS ETF TR | $3.2M |
PEPPEPSICO INC | $3.2M |
BILSPDR SER TR | $3.0M |
BACBK OF AMERICA CORP | $3.0M |
ITOTISHARES TR | $3.0M |
IUSBISHARES TR | $3.0M |
UBSIUNITED BANKSHARES INC WEST V | $2.9M |
GOOGALPHABET INC | $2.9M |
UTGREAVES UTIL INCOME FD | $2.9M |
HDVISHARES TR | $2.9M |
BBEUJ P MORGAN EXCHANGE-TRADED F | $2.9M |
AUBATLANTIC UN BANKSHARES CORP | $2.8M |
VGSHVANGUARD SCOTTSDALE FDS | $2.7M |
VVISA INC | $2.6M |
BXBLACKSTONE GROUP INC | $2.6M |
VBRVANGUARD INDEX FDS | $2.6M |
REETISHARES TR | $2.6M |
PAGPENSKE AUTOMOTIVE GRP INC | $2.4M |
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