Wealthspire Advisors, LLC Q2 2024 Filing
Filed August 8, 2024
Portfolio Value
$7.8B
Holdings
663
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (663 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $1.3B |
VOOVANGUARD INDEX FDS | $578.4M |
VEAVANGUARD TAX-MANAGED FDS | $452.8M |
IJHISHARES TR | $402.8M |
SCHDSCHWAB STRATEGIC TR | $382.8M |
SPYSPDR S&P 500 ETF TR | $321.9M |
VTIVANGUARD INDEX FDS | $286.6M |
VXUSVANGUARD STAR FDS | $266.1M |
SCHFSCHWAB STRATEGIC TR | $188.8M |
IJRISHARES TR | $177.3M |
VWOVANGUARD INTL EQUITY INDEX F | $144.1M |
VOVANGUARD INDEX FDS | $130.8M |
VXFVANGUARD INDEX FDS | $124.8M |
VUGVANGUARD INDEX FDS | $120.7M |
VVVANGUARD INDEX FDS | $109.9M |
VTIPVANGUARD MALVERN FDS | $89.4M |
AONAON PLC | $89.3M |
IEMGISHARES INC | $85.0M |
AAPLAPPLE INC | $82.6M |
VBVANGUARD INDEX FDS | $79.9M |
MSFTMICROSOFT CORP | $71.9M |
TFLOISHARES TR | $70.1M |
NOBLPROSHARES TR | $68.4M |
SCHXSCHWAB STRATEGIC TR | $67.8M |
AQLTISHARES TR | $62.4M |
MUBISHARES TR | $60.9M |
NDQINVESCO QQQ TR | $57.7M |
EMLPFIRST TR EXCHANGE-TRADED FD | $57.4M |
IXUSISHARES TR | $56.9M |
VTVVANGUARD INDEX FDS | $53.2M |
VEUVANGUARD INTL EQUITY INDEX F | $51.9M |
SPYMSPDR SER TR | $51.9M |
IUSBISHARES TR | $42.5M |
IWFISHARES TR | $41.1M |
EFAISHARES TR | $39.0M |
VTEBVANGUARD MUN BD FDS | $32.0M |
CMECME GROUP INC | $31.9M |
AMZNAMAZON COM INC | $30.1M |
VBKVANGUARD INDEX FDS | $29.6M |
GOOGALPHABET INC | $25.8M |
VTVANGUARD INTL EQUITY INDEX F | $25.7M |
ACNACCENTURE PLC IRELAND | $25.1M |
SMMDISHARES TR | $25.0M |
SCHESCHWAB STRATEGIC TR | $22.9M |
IWMISHARES TR | $22.1M |
VBRVANGUARD INDEX FDS | $22.1M |
BNDVANGUARD BD INDEX FDS | $21.9M |
IGFISHARES TR | $21.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $21.1M |
AGGISHARES TR | $16.9M |
VYMVANGUARD WHITEHALL FDS | $16.9M |
EIPIFIRST TR EXCHNG TRADED FD VI | $15.8M |
NVDANVIDIA CORPORATION | $15.3M |
VNQVANGUARD INDEX FDS | $15.2M |
GOOGLALPHABET INC | $15.1M |
IWDISHARES TR | $15.0M |
JPMJPMORGAN CHASE & CO. | $14.9M |
IWVISHARES TR | $14.6M |
IVWISHARES TR | $14.5M |
XOMEXXON MOBIL CORP | $14.4M |
VOTVANGUARD INDEX FDS | $14.1M |
BABINVESCO EXCH TRADED FD TR II | $13.5M |
ITOTISHARES TR | $13.4M |
SCHPSCHWAB STRATEGIC TR | $13.1M |
AQLTISHARES TR | $13.0M |
JNJJOHNSON & JOHNSON | $12.8M |
IWRISHARES TR | $12.6M |
SPYGSPDR SER TR | $11.9M |
IWPISHARES TR | $11.8M |
COSTCOSTCO WHSL CORP NEW | $11.8M |
IWBISHARES TR | $11.5M |
USFRWISDOMTREE TR | $10.9M |
IJJISHARES TR | $10.8M |
DGRWWISDOMTREE TR | $10.3M |
CVXCHEVRON CORP NEW | $10.2M |
BSVVANGUARD BD INDEX FDS | $10.1M |
VOEVANGUARD INDEX FDS | $10.1M |
IWOISHARES TR | $10.0M |
METAMETA PLATFORMS INC | $9.9M |
VDCVANGUARD WORLD FD | $9.9M |
GQ9SPDR GOLD TR | $9.8M |
QDFFLEXSHARES TR | $9.8M |
SPMDSPDR SER TR | $9.7M |
CHHCHOICE HOTELS INTL INC | $9.2M |
KOCOCA COLA CO | $9.1M |
HDVISHARES TR | $8.7M |
IWNISHARES TR | $8.5M |
ABBVABBVIE INC | $8.5M |
PGPROCTER AND GAMBLE CO | $8.5M |
TFISPDR SER TR | $8.3M |
AQLTISHARES TR | $8.1M |
DFACDIMENSIONAL ETF TRUST | $8.0M |
GSLCGOLDMAN SACHS ETF TR | $7.5M |
IQDFFLEXSHARES TR | $7.3M |
ACWIISHARES TR | $7.3M |
HDHOME DEPOT INC | $7.0M |
VVISA INC | $6.7M |
SCHASCHWAB STRATEGIC TR | $6.7M |
SDYSPDR SER TR | $6.7M |
MRKMERCK & CO INC | $6.3M |
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