HoldingsChannel.com
Wealthspire Advisors L.P. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 432,219 +50,128 $99,389
     VOO432,219+50,128$99,389
ISHARES TR (IVV) 365,662 +41,672 $94,487
     IVV365,662+41,672$94,487
ACCENTURE PLC IRELAND 351,364 +10,647 $57,364
     ACN351,364-17,753$57,364
VANGUARD TAX MANAGED INTL FD (VEA) 1,555,423 -218,946 $51,858
     VEA1,555,423-218,946$51,858
VANGUARD INDEX FDS (VO) 339,837 +58,476 $44,739
     VO339,837+58,476$44,739
SCHWAB STRATEGIC TR 632,585 +99,605 $38,746
     SCHX632,585+99,605$38,746
SCHWAB STRATEGIC TR 1,323,218 +97,634 $34,192
     SCHF1,323,218+97,634$34,192
ISHARES TR (IJR) 460,048 -122,923 $25,813
     IJR460,048-122,923$25,813
ISHARES TR (IJH) 179,097 -71,607 $25,765
     IJH179,097-71,607$25,765
SCHWAB STRATEGIC TR 515,572 +274,228 $23,190
     SCHD515,572+274,228$23,190
APPLE INC 90,955 -6,039 $23,129
     AAPL90,955-6,039$23,129
MICROSOFT CORP 133,980 -6,618 $21,130
     MSFT133,980-6,618$21,130
SCHWAB STRATEGIC TR 374,858 -19,177 $20,344
     SCHZ374,858-19,177$20,344
VANGUARD INTL EQUITY INDEX F (VEU) 488,596 +147,810 $20,042
     VEU488,596+147,810$20,042
FIRST TR EXCHANGE TRADED FD (EMLP) 1,057,625 -213,868 $18,815
     EMLP1,057,625-213,868$18,815
VANGUARD INDEX FDS (VB) 154,425 +58,810 $17,827
     VB154,425+58,810$17,827
ISHARES TR (IWM) 147,553 -59,328 $16,889
     IWM147,553-59,328$16,889
SPDR S&P 500 ETF TR (SPY)      $15,884
     SPY71,325-424$18,384
     Put9,700+5,100$2,500
VANGUARD INDEX FDS (VXF) 167,551 +54,224 $15,170
     VXF167,551+54,224$15,170
ISHARES TR (IGF) 326,583 +14,006 $11,153
     IGF326,583+14,006$11,153
AMAZON COM INC 5,660 +165 $11,035
     AMZN5,660+165$11,035
SCHWAB STRATEGIC TR 186,668 -20,903 $9,617
     SCHA186,668-20,903$9,617
VERIZON COMMUNICATIONS INC 160,270 -6,231 $8,611
     VZ160,270-6,231$8,611
SCHWAB STRATEGIC TR 405,640 -284,906 $8,393
     SCHE405,640-284,906$8,393
VANGUARD INTL EQUITY INDEX F (VWO) 244,153 +71,173 $8,191
     VWO244,153+71,173$8,191
ISHARES TR (IWF) 50,768 -1,173 $7,648
     IWF50,768-1,173$7,648
STRYKER CORP 45,931 +5,022 $7,647
     SYK45,931+5,022$7,647
VANGUARD INDEX FDS (VTI) 58,979 +23,912 $7,603
     VTI58,979+23,912$7,603
ISHARES TR (IWV) 49,457 -13,749 $7,336
     IWV49,457-13,749$7,336
BERKSHIRE HATHAWAY INC DEL      $6,929
     BRK.B37,899-18,438$6,929
ISHARES TR (IWD) 69,519 -6,370 $6,895
     IWD69,519-6,370$6,895
ADVANCED DISP SVCS INC DEL 199,956 +35,147 $6,559
     ADSW199,956+35,147$6,559
SCHWAB STRATEGIC TR 106,157 -102 $6,105
     SCHP106,157-102$6,105
JOHNSON & JOHNSON 44,943 -382 $5,893
     JNJ44,943-382$5,893
ALPHABET INC 4,913 +53 $5,708
     GOOGL4,913+53$5,708
ISHARES TR (EFA) 104,013 -29,323 $5,561
     EFA104,013-29,323$5,561
VANGUARD INDEX FDS (VNQ) 78,562 +38,636 $5,488
     VNQ78,562+38,636$5,488
ISHARES TR (IXUS) 112,588 -108,074 $5,293
     IXUS112,588-108,074$5,293
MASTERCARD INC 21,684 -1,274 $5,238
     MA21,684-1,274$5,238
COCA COLA CO 112,106 -4,226 $4,961
     KO112,106-4,226$4,961
PFIZER INC 150,380 -18,147 $4,908
     PFE150,380-18,147$4,908
VISA INC 29,828 -172 $4,806
     V29,828-172$4,806
UNITEDHEALTH GROUP INC 19,009 -114 $4,740
     UNH19,009-114$4,740
VANGUARD SPECIALIZED FUNDS (VIG) 45,213 -3,056 $4,675
     VIG45,213-3,056$4,675
PEPSICO INC 38,327 -2,116 $4,603
     PEP38,327-2,116$4,603
FACEBOOK INC 26,809 +1,019 $4,472
     FB26,809+1,019$4,472
ALPHABET INC 3,655 -55 $4,250
     GOOG3,655-55$4,250
JPMORGAN CHASE & CO 45,685 -3,066 $4,113
     JPM45,685-3,066$4,113
PROCTER & GAMBLE CO 37,262 -8,307 $4,099
     PG37,262-8,307$4,099
AT&T INC 130,125 -10,723 $3,793
     T130,125-10,723$3,793

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 03/31/2020: $1,148,920
At 12/31/2019: $1,490,429

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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