Wealthspire Advisors, LLC Q1 2024 Filing
Filed May 6, 2024
Portfolio Value
$7.5B
Holdings
641
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (641 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 2,198,120 | $1.2T | 15413.06% | |
| 2 | VOOVANGUARD INDEX FDS | 1,125,075 | $540.8B | 7213.23% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 8,811,622 | $442.1B | 5896.23% | |
| 4 | IJHISHARES TR | 6,754,616 | $410.3B | 5472.05% | |
| 5 | SCHDSCHWAB STRATEGIC TR | 5,035,345 | $406.0B | 5415.02% | |
| 6 | SPYSPDR S&P 500 ETF TR | 602,968 | $315.4B | 4206.69% | |
| 7 | VTIVANGUARD INDEX FDS | 1,001,754 | $260.4B | 3472.49% | |
| 8 | VXUSVANGUARD STAR FDS | 4,190,796 | $252.7B | 3370.44% | |
| 9 | SCHFSCHWAB STRATEGIC TR | 4,906,821 | $191.5B | 2553.65% | |
| 10 | IJRISHARES TR | 1,606,405 | $177.5B | 2367.93% | |
| 11 | VOVANGUARD INDEX FDS | 548,728 | $137.1B | 1828.64% | |
| 12 | VWOVANGUARD INTL EQUITY INDEX F | 3,083,850 | $128.8B | 1718.03% | |
| 13 | VXFVANGUARD INDEX FDS | 732,919 | $128.5B | 1713.31% | |
| 14 | VUGVANGUARD INDEX FDS | 310,767 | $107.0B | 1426.66% | |
| 15 | VVVANGUARD INDEX FDS | 443,427 | $106.3B | 1417.98% | |
| 16 | BABINVESCO EXCH TRADED FD TR II | 3,291,338 | $87.4B | 1165.50% | |
| 17 | VBVANGUARD INDEX FDS | 363,263 | $83.0B | 1107.52% | |
| 18 | VTIPVANGUARD MALVERN FDS | 1,726,458 | $82.7B | 1102.75% | |
| 19 | IEMGISHARES INC | 1,597,889 | $82.5B | 1099.69% | |
| 20 | NOBLPROSHARES TR | 739,237 | $75.0B | 999.86% | |
| 21 | SCHXSCHWAB STRATEGIC TR | 1,115,003 | $69.2B | 922.92% | |
| 22 | AQLTISHARES TR | 878,024 | $65.2B | 869.15% | |
| 23 | AAPLAPPLE INC | 372,653 | $63.9B | 852.29% | |
| 24 | MSFTMICROSOFT CORP | 145,571 | $61.2B | 816.84% | |
| 25 | MUBISHARES TR | 565,103 | $60.8B | 810.99% | |
| 26 | IXUSISHARES TR | 849,223 | $57.6B | 768.61% | |
| 27 | NDQINVESCO QQQ TR | 124,690 | $55.4B | 738.40% | |
| 28 | EMLPFIRST TR EXCHANGE-TRADED FD | 1,857,811 | $54.9B | 731.71% | |
| 29 | VTVVANGUARD INDEX FDS | 325,427 | $53.0B | 706.87% | |
| 30 | SPYMSPDR SER TR | 813,255 | $50.0B | 667.40% | |
| 31 | TFLOISHARES TR | 967,516 | $49.0B | 654.11% | |
| 32 | VEUVANGUARD INTL EQUITY INDEX F | 753,365 | $44.2B | 589.30% | |
| 33 | IUSBISHARES TR | 886,506 | $40.4B | 539.04% | |
| 34 | EFAISHARES TR | 497,253 | $39.7B | 529.63% | |
| 35 | IWFISHARES TR | 114,401 | $38.6B | 514.27% | |
| 36 | CMECME GROUP INC | 163,340 | $35.2B | 469.01% | |
| 37 | VTEBVANGUARD MUN BD FDS | 577,967 | $29.2B | 390.06% | |
| 38 | ACNACCENTURE PLC IRELAND | 83,153 | $28.8B | 384.40% | |
| 39 | SMMDISHARES TR | 424,361 | $27.8B | 371.34% | |
| 40 | VBKVANGUARD INDEX FDS | 104,334 | $27.2B | 362.81% | |
| 41 | VTVANGUARD INTL EQUITY INDEX F | 245,895 | $27.2B | 362.39% | |
| 42 | AMZNAMAZON COM INC | 139,957 | $25.2B | 336.71% | |
| 43 | BNDVANGUARD BD INDEX FDS | 321,141 | $23.3B | 311.08% | |
| 44 | SCHESCHWAB STRATEGIC TR | 866,440 | $21.9B | 291.78% | |
| 45 | BRK/BBERKSHIRE HATHAWAY INC DEL | 51,298 | $21.6B | 287.70% | |
| 46 | IWMISHARES TR | 101,452 | $21.3B | 284.56% | |
| 47 | IGFISHARES TR | 440,570 | $21.0B | 279.81% | |
| 48 | GOOGALPHABET INC | 131,231 | $20.0B | 266.50% | |
| 49 | VBRVANGUARD INDEX FDS | 102,677 | $19.7B | 262.76% | |
| 50 | VYMVANGUARD WHITEHALL FDS | 151,086 | $18.3B | 243.80% | |
| 51 | AGGISHARES TR | 184,600 | $18.1B | 241.13% | |
| 52 | VNQVANGUARD INDEX FDS | 189,029 | $16.3B | 218.03% | |
| 53 | IWDISHARES TR | 88,704 | $15.9B | 211.89% | |
| 54 | XFEBFIRST TR ENERGY INFRASTRCTR | 858,102 | $15.6B | 207.84% | |
| 55 | VOTVANGUARD INDEX FDS | 62,408 | $14.7B | 196.26% | |
| 56 | XOMEXXON MOBIL CORP | 122,685 | $14.3B | 190.19% | |
| 57 | IWVISHARES TR | 47,036 | $14.1B | 188.25% | |
| 58 | JNJJOHNSON & JOHNSON | 88,824 | $14.1B | 187.41% | |
| 59 | AQLTISHARES TR | 586,834 | $13.4B | 178.22% | |
| 60 | DGRWWISDOMTREE TR | 171,608 | $13.1B | 174.37% | |
| 61 | IVWISHARES TR | 146,932 | $12.4B | 165.47% | |
| 62 | ITOTISHARES TR | 103,976 | $12.0B | 159.89% | |
| 63 | SPYGSPDR SER TR | 163,419 | $12.0B | 159.44% | |
| 64 | IWRISHARES TR | 141,201 | $11.9B | 158.36% | |
| 65 | IWBISHARES TR | 40,922 | $11.8B | 157.20% | |
| 66 | VOEVANGUARD INDEX FDS | 73,656 | $11.5B | 153.15% | |
| 67 | CVXCHEVRON CORP NEW | 70,974 | $11.2B | 149.31% | |
| 68 | IWPISHARES TR | 97,753 | $11.2B | 148.81% | |
| 69 | SPMDSPDR SER TR | 196,924 | $10.5B | 140.08% | |
| 70 | JPMJPMORGAN CHASE & CO | 51,511 | $10.3B | 137.60% | |
| 71 | VDCVANGUARD WORLD FD | 50,348 | $10.3B | 137.08% | |
| 72 | GOOGLALPHABET INC | 68,015 | $10.3B | 136.91% | |
| 73 | IJJISHARES TR | 86,648 | $10.2B | 136.70% | |
| 74 | QDFFLEXSHARES TR | 150,256 | $9.9B | 132.08% | |
| 75 | CHHCHOICE HOTELS INTL INC | 77,380 | $9.8B | 130.39% | |
| 76 | ABBVABBVIE INC | 53,288 | $9.7B | 129.41% | |
| 77 | NVDANVIDIA CORPORATION | 10,579 | $9.6B | 127.48% | |
| 78 | GQ9SPDR GOLD TR | 46,425 | $9.6B | 127.37% | |
| 79 | SCHPSCHWAB STRATEGIC TR | 181,954 | $9.5B | 126.57% | |
| 80 | IWOISHARES TR | 34,854 | $9.4B | 125.88% | |
| 81 | TFISPDR SER TR | 195,198 | $9.1B | 121.00% | |
| 82 | HDVISHARES TR | 80,784 | $8.9B | 118.74% | |
| 83 | KOCOCA COLA CO | 144,687 | $8.9B | 118.05% | |
| 84 | BSVVANGUARD BD INDEX FDS | 113,276 | $8.7B | 115.82% | |
| 85 | PGPROCTER AND GAMBLE CO | 51,808 | $8.4B | 112.10% | |
| 86 | METAMETA PLATFORMS INC | 17,002 | $8.3B | 110.10% | |
| 87 | AQLTISHARES TR | 66,661 | $8.2B | 109.51% | |
| 88 | IWNISHARES TR | 49,581 | $7.9B | 105.01% | |
| 89 | BYRNBYRNA TECHNOLOGIES INC | 553,079 | $7.7B | 102.75% | |
| 90 | COSTCOSTCO WHSL CORP NEW | 10,475 | $7.7B | 102.35% | |
| 91 | HDHOME DEPOT INC | 19,903 | $7.6B | 101.82% | |
| 92 | DFACDIMENSIONAL ETF TRUST | 226,782 | $7.2B | 96.63% | |
| 93 | SDYSPDR SER TR | 55,083 | $7.2B | 96.42% | |
| 94 | GSLCGOLDMAN SACHS ETF TR | 69,653 | $7.2B | 96.42% | |
| 95 | SCHASCHWAB STRATEGIC TR | 145,782 | $7.2B | 95.74% | |
| 96 | ACWIISHARES TR | 65,000 | $7.2B | 95.47% | |
| 97 | IQDFFLEXSHARES TR | 290,932 | $7.0B | 93.51% | |
| 98 | MDYSPDR S&P MIDCAP 400 ETF TR | 12,323 | $6.9B | 91.44% | |
| 99 | MAMASTERCARD INCORPORATED | 13,648 | $6.6B | 87.65% | |
| 100 | MRKMERCK & CO INC | 49,327 | $6.5B | 86.80% |
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