Wealthspire Advisors, LLC

Q4 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2024
Date filed
2/4/2025
Form type
13F-HR
Num holdings
792
Total value ($000)
$10,061,821
Net value change ($000)
+232,746 (2.4%)
New positions
92
Sold out positions
59
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2024 Next filing: 5/9/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 101,851 7.3%
VUG 54,645 41.2%
VTIP 33,934 34.2%
IJH 25,522 5.7%
USFR 19,392 37.8%
VTI 18,678 6.0%
VOO 17,212 2.8%
AAPL 13,834 13.6%
IJR 11,744 5.7%
VXF 9,480 6.8%
Top Reduces (Value $000, Stocks/ETFs)
EAGG -27,638 -49.5%
SCHD -19,053 -4.4%
DFAU -16,813 -34.3%
SCHWAB STRATEGIC TRUST -15,281 -7.5%
VXUS -15,223 -5.1%
HYMB -12,299 -52.0%
NOBL -12,108 -19.5%
SUSB -11,544 -50.0%
VEA -9,650 -1.9%
IEMG -8,081 -8.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type