Wealthspire Advisors, LLC Q4 2023 Filing
Filed February 7, 2024
Portfolio Value
$7.0B
Holdings
644
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (644 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $1.0T |
VOOVANGUARD INDEX FDS | $499.5B |
VEAVANGUARD TAX-MANAGED FDS | $413.3B |
SCHDSCHWAB STRATEGIC TR | $395.5B |
IJHISHARES TR | $375.3B |
SPYSPDR S&P 500 ETF TR | $290.8B |
VXUSVANGUARD STAR FDS | $238.0B |
VTIVANGUARD INDEX FDS | $225.7B |
SCHFSCHWAB STRATEGIC TR | $189.1B |
IJRISHARES TR | $171.1B |
VOVANGUARD INDEX FDS | $129.8B |
VWOVANGUARD INTL EQUITY INDEX F | $122.5B |
VXFVANGUARD INDEX FDS | $119.7B |
VVVANGUARD INDEX FDS | $100.5B |
VUGVANGUARD INDEX FDS | $97.4B |
BABINVESCO EXCH TRADED FD TR II | $82.1B |
IEMGISHARES INC | $81.9B |
VBVANGUARD INDEX FDS | $77.4B |
VTIPVANGUARD MALVERN FDS | $73.9B |
NOBLPROSHARES TR | $73.0B |
AAPLAPPLE INC | $71.1B |
SCHXSCHWAB STRATEGIC TR | $66.4B |
MUBISHARES TR | $64.3B |
AQLTISHARES TR | $64.3B |
IXUSISHARES TR | $57.5B |
MSFTMICROSOFT CORP | $57.0B |
TFLOISHARES TR | $55.2B |
NDQINVESCO QQQ TR | $53.8B |
EMLPFIRST TR EXCHANGE-TRADED FD | $52.3B |
VTVVANGUARD INDEX FDS | $48.9B |
SPYMSPDR SER TR | $46.7B |
IUSBISHARES TR | $43.1B |
EFAISHARES TR | $39.9B |
VEUVANGUARD INTL EQUITY INDEX F | $39.4B |
IWFISHARES TR | $35.5B |
CMECME GROUP INC | $34.6B |
VTEBVANGUARD MUN BD FDS | $30.9B |
ACNACCENTURE PLC IRELAND | $27.7B |
VTVANGUARD INTL EQUITY INDEX F | $27.0B |
SMMDISHARES TR | $26.2B |
BNDVANGUARD BD INDEX FDS | $24.2B |
AMZNAMAZON COM INC | $22.2B |
IGFISHARES TR | $21.6B |
SCHESCHWAB STRATEGIC TR | $21.5B |
IWMISHARES TR | $21.2B |
VBKVANGUARD INDEX FDS | $19.4B |
AGGISHARES TR | $19.0B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $18.9B |
VBRVANGUARD INDEX FDS | $18.6B |
GOOGALPHABET INC | $18.4B |
VNQVANGUARD INDEX FDS | $17.8B |
VYMVANGUARD WHITEHALL FDS | $16.2B |
IWVISHARES TR | $16.1B |
IWDISHARES TR | $14.8B |
XFEBFIRST TR ENERGY INFRASTRCTR | $14.7B |
VOTVANGUARD INDEX FDS | $14.4B |
JNJJOHNSON & JOHNSON | $14.3B |
AQLTISHARES TR | $13.5B |
DGRWWISDOMTREE TR | $12.5B |
XOMEXXON MOBIL CORP | $12.3B |
SPYGSPDR SER TR | $11.5B |
VOEVANGUARD INDEX FDS | $11.2B |
ITOTISHARES TR | $11.0B |
CVXCHEVRON CORP NEW | $10.9B |
IWBISHARES TR | $10.8B |
IWRISHARES TR | $10.8B |
VDCVANGUARD WORLD FDS | $10.5B |
SCHPSCHWAB STRATEGIC TR | $10.5B |
IVWISHARES TR | $10.5B |
GOOGLALPHABET INC | $10.1B |
IWPISHARES TR | $10.1B |
SPMDSPDR SER TR | $10.1B |
QDFFLEXSHARES TR | $9.7B |
TFISPDR SER TR | $9.6B |
IJJISHARES TR | $9.3B |
JPMJPMORGAN CHASE & CO | $9.3B |
GQ9SPDR GOLD TR | $8.9B |
CHHCHOICE HOTELS INTL INC | $8.8B |
ABBVABBVIE INC | $8.6B |
BSVVANGUARD BD INDEX FDS | $8.5B |
HDVISHARES TR | $8.5B |
IWOISHARES TR | $8.2B |
EFAVISHARES TR | $8.2B |
KOCOCA COLA CO | $8.2B |
AQLTISHARES TR | $8.0B |
PGPROCTER AND GAMBLE CO | $7.8B |
QCLNFIRST TR EXCHANGE-TRADED FD | $7.4B |
SDYSPDR SER TR | $7.4B |
HDHOME DEPOT INC | $7.4B |
IWNISHARES TR | $7.3B |
SCHASCHWAB STRATEGIC TR | $7.2B |
TSLATESLA INC | $7.2B |
IQDFFLEXSHARES TR | $6.9B |
DTHWISDOMTREE TR | $6.9B |
METAMETA PLATFORMS INC | $6.9B |
XLESELECT SECTOR SPDR TR | $6.8B |
COSTCOSTCO WHSL CORP NEW | $6.7B |
ACWIISHARES TR | $6.6B |
UNHUNITEDHEALTH GROUP INC | $6.6B |
VIGVANGUARD SPECIALIZED FUNDS | $6.6B |
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