$4.45 Billion is the total value of Wealthspire Advisors, LLC's 428 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 29.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $636,629,000 | +9.3% | 1,403,224 | +14.9% | 14.32% | +11.1% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $434,050,000 | +4.6% | 5,501,969 | +7.2% | 9.76% | +6.3% |
| VOO | Buy | VANGUARD INDEX FDS | $432,664,000 | -2.8% | 1,042,138 | +2.2% | 9.73% | -1.2% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $296,270,000 | +1.3% | 6,168,442 | +7.7% | 6.66% | +3.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $203,670,000 | -0.5% | 758,998 | +4.9% | 4.58% | +1.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $189,167,000 | -1.4% | 830,882 | +4.6% | 4.26% | +0.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $174,502,000 | +3.6% | 386,375 | +9.0% | 3.92% | +5.3% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $152,244,000 | +12.3% | 4,146,069 | +18.8% | 3.42% | +14.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $144,140,000 | -0.3% | 1,336,114 | +5.9% | 3.24% | +1.4% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $127,727,000 | +2.9% | 2,138,054 | +9.5% | 2.87% | +4.6% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $108,104,000 | +10.5% | 454,523 | +18.4% | 2.43% | +12.4% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $90,858,000 | -1.0% | 548,460 | +9.3% | 2.04% | +0.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $90,655,000 | +4.9% | 1,965,196 | +12.5% | 2.04% | +6.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $56,848,000 | +8.5% | 267,496 | +15.4% | 1.28% | +10.4% |
| BAB | Buy | INVESCO EXCH TRADED FD TR IItaxable mun bd | $43,821,000 | -9.6% | 1,476,959 | +0.4% | 0.99% | -8.0% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $43,527,000 | +23.5% | 1,571,944 | +11.3% | 0.98% | +25.5% |
| MUB | Buy | ISHARES TRnational mun etf | $36,308,000 | +146.1% | 331,161 | +161.0% | 0.82% | +150.6% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $36,175,000 | -3.3% | 671,780 | +104.3% | 0.81% | -1.7% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $32,007,000 | +22.5% | 153,518 | +29.9% | 0.72% | +24.6% |
| IXUS | Buy | ISHARES TRcore msci total | $30,929,000 | +41.4% | 464,545 | +50.7% | 0.70% | +43.8% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $30,683,000 | +8.8% | 532,784 | +15.8% | 0.69% | +10.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $29,593,000 | -6.4% | 106,592 | +3.1% | 0.67% | -4.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $29,166,000 | -2.7% | 272,324 | +3.7% | 0.66% | -1.1% |
| IGF | Buy | ISHARES TRglb infrastr etf | $27,821,000 | +29.9% | 547,019 | +21.5% | 0.63% | +32.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $25,665,000 | +15.1% | 462,025 | +24.0% | 0.58% | +17.0% |
| IUSB | Buy | ISHARES TRcore total usd | $24,961,000 | +35.0% | 502,945 | +44.0% | 0.56% | +37.2% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $24,017,000 | +21.5% | 301,947 | +29.4% | 0.54% | +23.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $20,139,000 | -4.9% | 98,109 | +3.1% | 0.45% | -3.2% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $19,930,000 | -2.7% | 183,902 | +4.1% | 0.45% | -1.1% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $18,644,000 | +14.9% | 64,826 | +28.2% | 0.42% | +16.7% |
| FIF | Buy | FIRST TR ENERGY INFRASTRCTR | $12,483,000 | +32.7% | 819,651 | +18.0% | 0.28% | +35.1% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $11,901,000 | +14.2% | 45,359 | +20.8% | 0.27% | +16.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $11,759,000 | +2.8% | 79,573 | +2.4% | 0.26% | +4.7% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $11,094,000 | +5.2% | 399,493 | +12.2% | 0.25% | +7.3% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $10,534,000 | +8.6% | 173,507 | +12.5% | 0.24% | +10.2% |
| GLD | Buy | SPDR GOLD TR | $9,227,000 | +11.1% | 51,075 | +5.2% | 0.21% | +13.0% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $9,016,000 | +0.9% | 174,894 | +7.5% | 0.20% | +2.5% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $8,279,000 | +16.1% | 99,324 | +19.1% | 0.19% | +17.7% |
| RKT | New | ROCKET COS INC | $8,230,000 | – | 740,100 | +100.0% | 0.18% | – |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $7,770,000 | -7.8% | 164,066 | +99.3% | 0.18% | -5.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $7,193,000 | +41.1% | 19,842 | +54.9% | 0.16% | +43.4% |
| IWB | Buy | ISHARES TRrus 1000 etf | $6,894,000 | +31.2% | 27,568 | +38.7% | 0.16% | +33.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $6,716,000 | +10.8% | 131,846 | +13.0% | 0.15% | +12.7% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $6,515,000 | -4.5% | 40,178 | +1.1% | 0.15% | -2.6% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $6,262,000 | +49.8% | 81,920 | +8.8% | 0.14% | +53.3% |
| HDV | Buy | ISHARES TRcore high dv etf | $5,886,000 | +84.9% | 55,066 | +74.7% | 0.13% | +88.6% |
| Buy | GENERAL ELECTRIC CO | $5,592,000 | +63.0% | 61,116 | +68.3% | 0.13% | +65.8% | |
| CVX | Buy | CHEVRON CORP NEW | $4,595,000 | +48.3% | 28,221 | +6.9% | 0.10% | +49.3% |
| BYRN | Buy | BYRNA TECHNOLOGIES INC | $4,481,000 | +436.0% | 548,434 | +775.7% | 0.10% | +461.1% |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $4,289,000 | +188.8% | 89,570 | +212.0% | 0.10% | +190.9% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $3,874,000 | +0.2% | 24,880 | +0.8% | 0.09% | +1.2% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $3,863,000 | +29.1% | 21,957 | +31.3% | 0.09% | +31.8% |
| BIT | Buy | BLACKROCK MULTI SECTOR INC T | $3,626,000 | +37.9% | 220,000 | +51.7% | 0.08% | +41.4% |
| TEVA | Buy | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $3,006,000 | +31.7% | 320,123 | +12.4% | 0.07% | +36.0% |
| REET | Buy | ISHARES TRglobal reit etf | $2,877,000 | +0.9% | 98,508 | +5.8% | 0.06% | +3.2% |
| ET | Buy | ENERGY TRANSFER L P | $2,862,000 | +46.4% | 255,720 | +7.7% | 0.06% | +48.8% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $2,776,000 | +2.0% | 47,446 | +2.2% | 0.06% | +3.3% |
| WMT | Buy | WALMART INC | $2,701,000 | +4.0% | 18,137 | +1.1% | 0.06% | +7.0% |
| BSJN | Buy | INVESCO EXCH TRD SLF IDX FD | $2,497,000 | +0.9% | 101,883 | +4.1% | 0.06% | +1.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $2,401,000 | +10.4% | 34,537 | +18.6% | 0.05% | +12.5% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,227,000 | -3.0% | 6,420 | +1.6% | 0.05% | -2.0% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $2,173,000 | -4.1% | 28,643 | +1.7% | 0.05% | -2.0% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $2,139,000 | -2.4% | 24,699 | +4.8% | 0.05% | 0.0% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $2,103,000 | -5.0% | 153,191 | +26.0% | 0.05% | -4.1% |
| UTG | Buy | REAVES UTIL INCOME FD | $2,024,000 | +22.1% | 58,554 | +24.1% | 0.05% | +24.3% |
| PBW | Buy | INVESCO EXCHANGE TRADED FD Twilderhil clan | $2,011,000 | -8.3% | 30,866 | +0.6% | 0.04% | -6.2% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,863,000 | +15.5% | 23,917 | +19.8% | 0.04% | +16.7% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,816,000 | +10.4% | 12,133 | +10.9% | 0.04% | +13.9% |
| INFL | Buy | LISTED FD TRhorizon kinetics | $1,793,000 | +52.3% | 53,830 | +42.7% | 0.04% | +53.8% |
| EGBN | Buy | EAGLE BANCORP INC MD | $1,731,000 | +33.9% | 30,361 | +37.0% | 0.04% | +34.5% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $1,638,000 | -1.8% | 42,735 | +0.1% | 0.04% | 0.0% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $1,563,000 | +344.0% | 14,945 | +355.6% | 0.04% | +337.5% |
| BA | Buy | BOEING CO | $1,464,000 | +15.6% | 7,643 | +21.6% | 0.03% | +17.9% |
| ENDP | Buy | ENDO INTL PLC | $1,432,000 | +22.8% | 620,000 | +99.9% | 0.03% | +23.1% |
| HEES | Buy | H & E EQUIPMENT SERVICES INC | $1,407,000 | +4.5% | 32,328 | +6.3% | 0.03% | +6.7% |
| FCNCA | New | FIRST CTZNS BANCSHARES INC Ncl a | $1,362,000 | – | 2,047 | +100.0% | 0.03% | – |
| SO | Buy | SOUTHERN CO | $1,387,000 | +16.8% | 19,135 | +10.5% | 0.03% | +19.2% |
| FNDB | Buy | SCHWAB STRATEGIC TRschwab fdt us bm | $1,364,000 | +3.9% | 23,615 | +4.4% | 0.03% | +6.9% |
| SNOW | New | SNOWFLAKE INCcl a | $1,389,000 | – | 6,062 | +100.0% | 0.03% | – |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $1,313,000 | -9.6% | 45,247 | +11.9% | 0.03% | -6.2% |
| COF | Buy | CAPITAL ONE FINL CORP | $1,311,000 | +144.6% | 9,988 | +170.3% | 0.03% | +141.7% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $1,210,000 | +37.7% | 12,128 | +22.8% | 0.03% | +42.1% |
| GDX | New | VANECK ETF TRUSTgold miners etf | $1,131,000 | – | 29,487 | +100.0% | 0.02% | – |
| ARKK | Buy | ARK ETF TRinnovation etf | $1,108,000 | +12.8% | 16,714 | +61.0% | 0.02% | +13.6% |
| TXN | Buy | TEXAS INSTRS INC | $1,030,000 | +5.9% | 5,613 | +8.7% | 0.02% | +4.5% |
| TIP | Buy | ISHARES TRtips bd etf | $1,039,000 | -3.1% | 8,343 | +0.6% | 0.02% | -4.2% |
| ECL | Buy | ECOLAB INC | $1,028,000 | +104.4% | 5,825 | +171.8% | 0.02% | +109.1% |
| EFG | New | ISHARES TReafe grwth etf | $1,044,000 | – | 10,849 | +100.0% | 0.02% | – |
| IDXX | Buy | IDEXX LABS INC | $934,000 | -4.0% | 1,707 | +15.6% | 0.02% | -4.5% |
| MEC | Buy | MAYVILLE ENGR CO INC | $896,000 | -35.8% | 95,615 | +2.1% | 0.02% | -35.5% |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL | $824,000 | +37.1% | 600 | +69.5% | 0.02% | +46.2% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $854,000 | +25.6% | 6,236 | +29.2% | 0.02% | +26.7% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $799,000 | -0.1% | 4,950 | +2.8% | 0.02% | 0.0% |
| RWT | Buy | REDWOOD TR INC | $721,000 | -18.6% | 68,487 | +2.0% | 0.02% | -20.0% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $677,000 | +4.0% | 9,303 | +5.3% | 0.02% | +7.1% |
| RJF | New | RAYMOND JAMES FINL INC | $602,000 | – | 5,476 | +100.0% | 0.01% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $601,000 | – | 21,257 | +100.0% | 0.01% | – |
| OSK | Buy | OSHKOSH CORP | $609,000 | +4.6% | 6,053 | +17.2% | 0.01% | +7.7% |
| GPN | Buy | GLOBAL PMTS INC | $636,000 | +157.5% | 4,650 | +154.8% | 0.01% | +180.0% |
| KR | Buy | KROGER CO | $605,000 | +185.4% | 10,552 | +125.8% | 0.01% | +180.0% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $560,000 | +5.9% | 5,106 | +6.9% | 0.01% | +8.3% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $587,000 | -2.2% | 12,393 | +1.7% | 0.01% | 0.0% |
| MELI | Buy | MERCADOLIBRE INC | $557,000 | -8.2% | 468 | +4.0% | 0.01% | 0.0% |
| LNT | Buy | ALLIANT ENERGY CORP | $580,000 | +59.8% | 9,280 | +57.0% | 0.01% | +62.5% |
| ACGL | Buy | ARCH CAP GROUP LTDord | $587,000 | +28.4% | 12,131 | +18.1% | 0.01% | +30.0% |
| FIVG | Buy | ETF SER SOLUTIONSdefiance next | $573,000 | +31.1% | 15,273 | +45.7% | 0.01% | +30.0% |
| IWR | Buy | ISHARES TRrus mid cap etf | $521,000 | -5.8% | 6,679 | +0.2% | 0.01% | 0.0% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $551,000 | +27.8% | 4,605 | +30.7% | 0.01% | +20.0% |
| PAA | Buy | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $549,000 | +123.2% | 51,000 | +93.9% | 0.01% | +140.0% |
| BK | Buy | BANK NEW YORK MELLON CORP | $499,000 | -8.1% | 10,063 | +7.7% | 0.01% | -8.3% |
| EFV | New | ISHARES TReafe value etf | $496,000 | – | 9,865 | +100.0% | 0.01% | – |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $497,000 | +15.9% | 6,451 | +26.9% | 0.01% | +22.2% |
| GD | Buy | GENERAL DYNAMICS CORP | $461,000 | +22.9% | 1,910 | +6.2% | 0.01% | +25.0% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $427,000 | +12.1% | 1,882 | +1.0% | 0.01% | +25.0% |
| EZM | Buy | WISDOMTREE TRus midcap fund | $426,000 | +2.4% | 7,789 | +5.3% | 0.01% | +11.1% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $443,000 | +24.1% | 5,950 | +19.4% | 0.01% | +25.0% |
| AUID | New | IPSIDY INC | $414,000 | – | 105,599 | +100.0% | 0.01% | – |
| INTF | Buy | ISHARES TRmsci intl multft | $394,000 | -3.9% | 14,249 | +0.3% | 0.01% | 0.0% |
| JNK | Buy | SPDR SER TRbloomberg high y | $394,000 | +3.4% | 3,846 | +9.7% | 0.01% | +12.5% |
| IYH | Buy | ISHARES TRus hlthcare etf | $400,000 | -3.6% | 1,384 | +0.1% | 0.01% | 0.0% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $395,000 | +6.5% | 3,855 | +8.5% | 0.01% | +12.5% |
| ATRI | Buy | ATRION CORP | $406,000 | +22.7% | 570 | +21.3% | 0.01% | +28.6% |
| IYW | New | ISHARES TRu.s. tech etf | $379,000 | – | 3,682 | +100.0% | 0.01% | – |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $356,000 | +9.2% | 4,982 | +11.8% | 0.01% | +14.3% |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $349,000 | – | 4,057 | +100.0% | 0.01% | – |
| New | SHELL PLCspon ads | $348,000 | – | 6,330 | +100.0% | 0.01% | – | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $364,000 | +5.5% | 2,289 | +15.4% | 0.01% | 0.0% |
| ROP | New | ROPER TECHNOLOGIES INC | $347,000 | – | 735 | +100.0% | 0.01% | – |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $306,000 | +8.5% | 3,227 | +12.2% | 0.01% | +16.7% |
| FNB | New | F N B CORP | $291,000 | – | 23,411 | +100.0% | 0.01% | – |
| ECOR | New | ELECTROCORE INC | $293,000 | – | 500,000 | +100.0% | 0.01% | – |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $322,000 | +17.5% | 6,573 | +23.9% | 0.01% | +16.7% |
| DAL | New | DELTA AIR LINES INC DEL | $296,000 | – | 7,470 | +100.0% | 0.01% | – |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $292,000 | -14.9% | 3,905 | +86.5% | 0.01% | -12.5% |
| CTO | New | CTO RLTY GROWTH INC NEW | $256,000 | – | 3,861 | +100.0% | 0.01% | – |
| WSBC | Buy | WESBANCO INC | $285,000 | -1.4% | 8,293 | +0.5% | 0.01% | 0.0% |
| CVNA | New | CARVANA COcl a | $251,000 | – | 2,100 | +100.0% | 0.01% | – |
| New | GRAB HOLDINGS LIMITEDclass a ord | $263,000 | – | 75,278 | +100.0% | 0.01% | – | |
| IYJ | New | ISHARES TRus industrials | $275,000 | – | 2,607 | +100.0% | 0.01% | – |
| IHF | Buy | ISHARES TRus hlthcr pr etf | $259,000 | -2.6% | 917 | +0.1% | 0.01% | 0.0% |
| ITA | Buy | ISHARES TRus aer def etf | $252,000 | +7.7% | 2,278 | +0.1% | 0.01% | +20.0% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $283,000 | – | 3,621 | +100.0% | 0.01% | – |
| IVLU | New | ISHARES TRmsci intl vlu ft | $229,000 | – | 9,000 | +100.0% | 0.01% | – |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $240,000 | +3.9% | 1,916 | +15.3% | 0.01% | 0.0% |
| IEV | Buy | ISHARES TReurope etf | $228,000 | -7.3% | 4,532 | +0.1% | 0.01% | 0.0% |
| LFMD | New | LIFEMD INC | $221,000 | – | 62,500 | +100.0% | 0.01% | – |
| IDU | New | ISHARES TRu.s. utilits etf | $225,000 | – | 2,471 | +100.0% | 0.01% | – |
| L | New | LOEWS CORP | $219,000 | – | 3,375 | +100.0% | 0.01% | – |
| MRNA | New | MODERNA INC | $202,000 | – | 1,175 | +100.0% | 0.01% | – |
| NNN | New | NATIONAL RETAIL PROPERTIES I | $225,000 | – | 5,000 | +100.0% | 0.01% | – |
| EWY | New | ISHARES INCmsci sth kor etf | $211,000 | – | 2,968 | +100.0% | 0.01% | – |
| NICE | New | NICE LTDsponsored adr | $219,000 | – | 1,000 | +100.0% | 0.01% | – |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $231,000 | -6.1% | 4,631 | +0.3% | 0.01% | 0.0% |
| FDL | New | FIRST TR MORNINGSTAR DIVID L | $225,000 | – | 6,000 | +100.0% | 0.01% | – |
| EFL | New | EATON VANCE FLOATING RATE 20 | $204,000 | – | 22,509 | +100.0% | 0.01% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $205,000 | – | 1,464 | +100.0% | 0.01% | – |
| DX | New | DYNEX CAP INC | $227,000 | – | 13,999 | +100.0% | 0.01% | – |
| SSSS | New | SURO CAPITAL CORP | $220,000 | – | 25,500 | +100.0% | 0.01% | – |
| ATRO | Buy | ASTRONICS CORP | $197,000 | +11.3% | 15,266 | +3.3% | 0.00% | 0.0% |
| GRU | New | SWEDISH EXPT CR CORPnt lkd 23 | $80,000 | – | 13,300 | +100.0% | 0.00% | – |
| STEM | New | STEM INC | $111,000 | – | 10,082 | +100.0% | 0.00% | – |
| GALT | Buy | GALECTIN THERAPEUTICS INC | $28,000 | -3.4% | 17,355 | +25.3% | 0.00% | 0.0% |
| ATIP | New | ATI PHYSICAL THERAPY INC | $20,000 | – | 10,425 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q3 2023 | 14.3% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 16.8% |
| VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2023 | 19.8% |
| ISHARES TR | 20 | Q3 2023 | 15.5% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 8.1% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 6.9% |
| ISHARES TR | 20 | Q3 2023 | 4.8% |
| VANGUARD STAR FDS | 20 | Q3 2023 | 4.7% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 3.9% |
| ISHARES TR | 20 | Q3 2023 | 4.2% |
View Wealthspire Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-14 |
View Wealthspire Advisors, LLC'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.