HoldingsChannel.com
Wealthspire Advisors L.P. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 382,091 +33,915 $113,022
     VOO382,091+33,915$113,022
ISHARES TR (IVV) 323,990 +22,428 $104,726
     IVV323,990+22,428$104,726
VANGUARD TAX MANAGED INTL FD (VEA) 1,774,369 +9,933 $78,179
     VEA1,774,369+9,933$78,179
ACCENTURE PLC IRELAND      $77,725
     ACN369,117+18,943$77,725
     Put28,400+18,000$0
ISHARES TR (IJH) 250,704 +13,154 $51,600
     IJH250,704+13,154$51,600
VANGUARD INDEX FDS (VO) 281,361 +9,160 $50,133
     VO281,361+9,160$50,133
ISHARES TR (IJR) 582,971 -12,412 $48,882
     IJR582,971-12,412$48,882
SCHWAB STRATEGIC TR 1,225,584 -231,365 $41,216
     SCHF1,225,584-231,365$41,216
SCHWAB STRATEGIC TR 532,980 +30,038 $40,938
     SCHX532,980+30,038$40,938
ISHARES TR (IWM) 206,881 -2,115 $34,274
     IWM206,881-2,115$34,274
FIRST TR EXCHANGE TRADED FD (EMLP) 1,271,493 -333,795 $32,410
     EMLP1,271,493-333,795$32,410
APPLE INC 96,994 +614 $28,482
     AAPL96,994+614$28,482
MICROSOFT CORP 140,598 +8,708 $22,172
     MSFT140,598+8,708$22,172
SPDR S&P 500 ETF TR (SPY)      $21,612
     SPY71,749-3,607$23,093
     Put4,600UNCH$1,481
SCHWAB STRATEGIC TR 394,035 +103,282 $21,053
     SCHZ394,035+103,282$21,053
SCHWAB STRATEGIC TR 690,546 -286,433 $18,900
     SCHE690,546-286,433$18,900
VANGUARD INTL EQUITY INDEX F (VEU) 340,786 -26,197 $18,317
     VEU340,786-26,197$18,317
VANGUARD INDEX FDS (VB) 95,615 +3,245 $15,838
     VB95,615+3,245$15,838
SCHWAB STRATEGIC TR 207,571 -116,388 $15,701
     SCHA207,571-116,388$15,701
ISHARES TR (IGF) 312,577 +21,957 $14,976
     IGF312,577+21,957$14,976
VANGUARD INDEX FDS (VXF) 113,327 +681 $14,278
     VXF113,327+681$14,278
SCHWAB STRATEGIC TR 241,344 +235,555 $13,979
     SCHD241,344+235,555$13,979
ISHARES TR (IXUS) 220,662 +15,998 $13,659
     IXUS220,662+15,998$13,659
BERKSHIRE HATHAWAY INC DEL      $12,760
     BRK.B56,337-199$12,760
ISHARES TR (IWV) 63,206 +462 $11,914
     IWV63,206+462$11,914
ISHARES TR (IWD) 75,889 +4,386 $10,357
     IWD75,889+4,386$10,357
VERIZON COMMUNICATIONS INC 166,501 +1,794 $10,223
     VZ166,501+1,794$10,223
AMAZON COM INC 5,495 +311 $10,154
     AMZN5,495+311$10,154
ISHARES TR (EFA) 133,336 +2,285 $9,259
     EFA133,336+2,285$9,259
ISHARES TR (IWF) 51,941 -697 $9,137
     IWF51,941-697$9,137
ATLANTIC UN BANKSHARES CORP (AUB) 231,965 -24,620 $8,710
     AUB231,965-24,620$8,710
STRYKER CORP 40,909 +6,362 $8,588
     SYK40,909+6,362$8,588
VANGUARD INTL EQUITY INDEX F (VWO) 172,980 +14,417 $7,692
     VWO172,980+14,417$7,692
MASTERCARD INC 22,958 -1,283 $6,855
     MA22,958-1,283$6,855
JPMORGAN CHASE & CO 48,751 +507 $6,796
     JPM48,751+507$6,796
JOHNSON & JOHNSON 45,325 +870 $6,612
     JNJ45,325+870$6,612
PFIZER INC 168,527 +5,794 $6,603
     PFE168,527+5,794$6,603
ALPHABET INC 4,860 +53 $6,509
     GOOGL4,860+53$6,509
COCA COLA CO 116,332 +4,161 $6,439
     KO116,332+4,161$6,439
SCHWAB STRATEGIC TR 106,259 -11,730 $6,017
     SCHP106,259-11,730$6,017
VANGUARD GROUP (VIG) 48,269 -4,682 $6,017
     VIG48,269-4,682$6,017
VANGUARD INDEX FDS (VTI) 35,067 +9,535 $5,738
     VTI35,067+9,535$5,738
PROCTER & GAMBLE CO 45,569 +6,399 $5,692
     PG45,569+6,399$5,692
VISA INC 30,000 -230 $5,637
     V30,000-230$5,637
UNITEDHEALTH GROUP INC 19,123 +78 $5,622
     UNH19,123+78$5,622
SPDR S&P MIDCAP 400 ETF TR (MDY) 14,834 -9,330 $5,568
     MDY14,834-9,330$5,568
PEPSICO INC 40,443 -2,048 $5,527
     PEP40,443-2,048$5,527
AT&T INC 140,848 +12,980 $5,504
     T140,848+12,980$5,504
ADVANCED DISP SVCS INC DEL 164,809 +64,969 $5,417
     ADSW164,809+64,969$5,417
ISHARES TR (ISTB) 107,325 -201,489 $5,409
     ISTB107,325-201,489$5,409

See Full List: All Stocks Held By Wealthspire Advisors L.P.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wealthspire Advisors L.P.

Size ($ in 1000's)
At 12/31/2019: $1,490,429
At 09/30/2019: $1,367,018

Wealthspire Advisors L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealthspire Advisors L.P. 13F filings. Link to 13F filings: SEC filings

Wealthspire Advisors L.P. Top Holdings 13F Filings | www.HoldingsChannel.com

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