Wealthspire Advisors, LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$1.4B
Holdings
214
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (214 positions)
| Stock | Value |
|---|---|
VEAVANGUARD TAX MANAGED INTL FD | $231.5M |
VOOVANGUARD INDEX FDS | $194.0M |
AQLTISHARES TR | $179.4M |
IVVISHARES TR | $126.4M |
VTIVANGUARD INDEX FDS | $97.4M |
IJRISHARES TR | $63.3M |
SPYSPDR S&P 500 ETF TR | $60.3M |
VXUSVANGUARD STAR FD | $50.2M |
VWOVANGUARD INTL EQUITY INDEX F | $45.2M |
AGGISHARES TR | $33.9M |
SCHDSCHWAB STRATEGIC TR | $28.0M |
BNDVANGUARD BD INDEX FD INC | $14.8M |
VNQVANGUARD INDEX FDS | $13.8M |
EMLPFIRST TR EXCHANGE TRADED FD | $12.5M |
IEIISHARES TR | $11.7M |
MUBISHARES TR | $10.7M |
CMECME GROUP INC | $10.4M |
BILSPDR SERIES TRUST | $9.2M |
BABINVESCO EXCHNG TRADED FD TR | $8.4M |
SDYSPDR SERIES TRUST | $7.0M |
MSFTMICROSOFT CORP | $6.1M |
ITOTISHARES TR | $5.7M |
DBDEUTSCHE BANK AG | $5.6M |
VGITVANGUARD SCOTTSDALE FDS | $5.3M |
AAPLAPPLE INC | $5.2M |
UTGREAVES UTIL INCOME FD | $5.2M |
IJHISHARES TR | $4.9M |
TIFEURTIFFANY & CO NEW | $4.2M |
SHYISHARES TR | $3.2M |
LQDISHARES TR | $3.0M |
HDVISHARES TR | $3.0M |
METAFACEBOOK INC | $2.6M |
VXFVANGUARD INDEX FDS | $2.5M |
VVISA INC | $2.3M |
XENWXEATON VANCE NEW YORK MUN BD | $2.3M |
TAT&T INC | $2.1M |
MAMASTERCARD INC | $2.1M |
VTEBVANGUARD MUN BD FD INC | $2.0M |
4I1PHILIP MORRIS INTL INC | $2.0M |
DONSPDR DOW JONES INDL AVRG ETF | $1.9M |
MOALTRIA GROUP INC | $1.9M |
JPMJPMORGAN CHASE & CO | $1.8M |
BACVERIZON COMMUNICATIONS INC | $1.7M |
JNJJOHNSON & JOHNSON | $1.6M |
INTCINTEL CORP | $1.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.6M |
PGPROCTER & GAMBLE CO | $1.5M |
VTIPVANGUARD MALVERN FDS | $1.5M |
CSCOCISCO SYS INC | $1.3M |
IVWISHARES TR | $1.2M |
PFEPFIZER INC | $1.2M |
ACNACCENTURE PLC IRELAND | $1.1M |
XOMEXXON MOBIL CORP | $1.1M |
CVXCHEVRON CORP NEW | $1.1M |
EFAISHARES TR | $1.1M |
CRMSALESFORCE COM INC | $1.1M |
ADBEADOBE INC | $1.1M |
BACBANK AMER CORP | $1.0M |
MRKMERCK & CO INC | $1.0M |
HDHOME DEPOT INC | $979K |
UNHUNITEDHEALTH GROUP INC | $952K |
DYHTARGET CORP | $916K |
ADPAUTOMATIC DATA PROCESSING IN | $906K |
DISDISNEY WALT CO | $893K |
MDLZMONDELEZ INTL INC | $885K |
ZTSZOETIS INC | $870K |
ABBVABBVIE INC | $867K |
LEALEAR CORP | $858K |
KOCOCA COLA CO | $842K |
NKENIKE INC | $838K |
SHMSPDR SERIES TRUST | $800K |
ABTABBOTT LABS | $800K |
MDYSPDR S&P MIDCAP 400 ETF TR | $788K |
PYPLPAYPAL HLDGS INC | $781K |
CMCSACOMCAST CORP NEW | $764K |
AONAON PLC | $760K |
SBUXSTARBUCKS CORP | $749K |
BNDXVANGUARD CHARLOTTE FDS | $743K |
BABOEING CO | $742K |
PEPPEPSICO INC | $740K |
WMTWALMART INC | $737K |
WFCWELLS FARGO CO NEW | $724K |
QCOMQUALCOMM INC | $711K |
BKNGBOOKING HLDGS INC | $698K |
TRVCCITIGROUP INC | $659K |
ORCLORACLE CORP | $630K |
MDTMEDTRONIC PLC | $614K |
COSTCOSTCO WHSL CORP NEW | $611K |
BMYBRISTOL MYERS SQUIBB CO | $595K |
DGDOLLAR GEN CORP NEW | $581K |
ZBRAZEBRA TECHNOLOGIES CORP | $580K |
WOODISHARES TR | $570K |
VONEVANGUARD SCOTTSDALE FDS | $567K |
IDXXIDEXX LABS INC | $548K |
AVGOBROADCOM INC | $546K |
ORLYO REILLY AUTOMOTIVE INC NEW | $545K |
IBMINTERNATIONAL BUSINESS MACHS | $545K |
BABAALIBABA GROUP HLDG LTD | $538K |
AMGNAMGEN INC | $512K |
VVVANGUARD INDEX FDS | $500K |
Page 1 of 3Next