$2.84 Billion is the total value of Wealthspire Advisors, L.P.'s 484 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PCTI | PCTEL INC | $442,000 | -15.3% | 78,101 | 0.0% | 0.02% | -56.8% | |
| URE | PROSHARES TRult r/est new | $346,000 | +2.7% | 6,329 | 0.0% | 0.01% | -50.0% | |
| ECOR | ELECTROCORE INC | $346,000 | +111.0% | 200,026 | 0.0% | 0.01% | 0.0% | |
| PNQI | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $310,000 | +16.5% | 1,500 | 0.0% | 0.01% | -42.1% | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $272,000 | +11.5% | 1,304 | 0.0% | 0.01% | -41.2% | |
| MLPI | UBS AG JERSEY BRANCHalerian infrst | $117,000 | -18.2% | 12,478 | 0.0% | 0.00% | -60.0% | |
| XAIR | BEYOND AIR INC | $52,000 | -28.8% | 10,000 | 0.0% | 0.00% | -60.0% | |
| TELL | TELLURIAN INC NEW | $17,000 | -29.2% | 21,000 | 0.0% | 0.00% | -50.0% | |
| MREO | MEREO BIOPHARMA GROUP PLCads | $37,000 | -15.9% | 14,276 | 0.0% | 0.00% | -66.7% | |
| GLOG | GASLOG LTD | $33,000 | -2.9% | 12,250 | 0.0% | 0.00% | -50.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q3 2020 | 11.5% |
| ISHARES TR | 20 | Q3 2020 | 10.6% |
| VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2020 | 6.5% |
| SCHWAB STRATEGIC TR | 20 | Q3 2020 | 4.0% |
| ISHARES TR | 20 | Q3 2020 | 4.5% |
| ISHARES TR | 20 | Q3 2020 | 3.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2020 | 3.4% |
| ACCENTURE PLC IRELAND | 20 | Q3 2020 | 5.6% |
| VANGUARD INDEX FDS | 20 | Q3 2020 | 4.1% |
| FIRST TR EXCHANGE-TRADED FD | 20 | Q3 2020 | 3.0% |
View Wealthspire Advisors, L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-11-13 |
| 13F-HR | 2020-08-14 |
| 13F-HR | 2020-05-13 |
| 13F-HR | 2020-02-14 |
| 13F-HR | 2019-11-13 |
| 13F-HR | 2019-08-12 |
| 13F-HR | 2019-05-13 |
| 13F-HR | 2019-02-14 |
| 13F-HR | 2018-11-13 |
| 13F-HR | 2018-08-08 |
View Wealthspire Advisors, L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.