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WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.7B
1-Year Est. Return 17.31%
This Fund
S&P 500
This Quarter Est. Return
-1.64%
1 Year Est. Return
+17.31%
3 Year Est. Return
+47.87%
5 Year Est. Return
+46.91%
10 Year Est. Return
–
AUM
$16.7B
AUM Growth
+$6.68B
Cap. Flow
+$7.11B
Cap. Flow %
42.5%
Top 10 Hldgs %
56.42%
Holding
835
New
50
Increased
381
Reduced
267
Closed
46

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.55B
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$638M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$599M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$489M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$402M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.1M
2
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$5.2M
3
AON icon
Aon
AON
+$3.35M
4
OKE icon
Oneok
OKE
+$3.01M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.7M

Sector Composition

Rank Sector Weight
1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BBJP icon
451
JPMorgan BetaBuilders Japan ETF
BBJP
$18.9B
$696K ﹤0.01%
12,408
– –
CYBR
452
DELISTED
CyberArk
CYBR
$694K ﹤0.01%
2,054
+25
+1% +$8.99K
MDT icon
453
Medtronic
MDT
$112B
$684K ﹤0.01%
7,612
+1,678
+28% +$150K
MELI icon
454
Mercado Libre
MELI
$92.3B
$683K ﹤0.01%
350
-1
-0.3% -$1.99K
TFX icon
455
Teleflex
TFX
$5.98B
$680K ﹤0.01%
4,923
-125
-2% -$20.3K
YUM icon
456
Yum! Brands
YUM
$41.1B
$679K ﹤0.01%
4,315
-290
-6% -$41.8K
INSP icon
457
Inspire Medical Systems
INSP
$1.74B
$670K ﹤0.01%
4,206
+2,036
+94% +$368K
AMT icon
458
American Tower
AMT
$80.4B
$663K ﹤0.01%
3,046
+175
+6% +$34.3K
CPRT icon
459
Copart
CPRT
$27.5B
$656K ﹤0.01%
11,596
+4,757
+70% +$268K
SHM icon
460
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$648K ﹤0.01%
13,617
-2,145
-14% -$102K
SLYV icon
461
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.08B
$648K ﹤0.01%
8,260
-62
-0.7% -$5.26K
WTRG icon
462
Essential Utilities
WTRG
$11.4B
$645K ﹤0.01%
16,322
+327
+2% +$12K
LNT icon
463
Alliant Energy
LNT
$18B
$643K ﹤0.01%
9,993
+1,100
+12% +$67.3K
IFLN
464
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$307M
$641K ﹤0.01%
35,498
– –
KR icon
465
Kroger
KR
$34.8B
$638K ﹤0.01%
9,428
+29
+0.3% +$1.84K
ITM icon
466
VanEck Intermediate Muni ETF
ITM
$2.13B
$637K ﹤0.01%
14,001
– –
BSX icon
467
Boston Scientific
BSX
$71.5B
$626K ﹤0.01%
6,207
+198
+3% +$19.9K
IVOO icon
468
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.92B
$618K ﹤0.01%
6,263
+1
+0% +$105
PGX icon
469
Invesco Preferred ETF
PGX
$3.78B
$618K ﹤0.01%
55,074
-24,816
-31% -$287K
SLYG icon
470
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.21B
$618K ﹤0.01%
7,444
+889
+14% +$79.4K
IBDS icon
471
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
$616K ﹤0.01%
25,491
– –
BXSL icon
472
Blackstone Secured Lending
BXSL
$5.72B
$611K ﹤0.01%
18,882
-350
-2% -$11.5K
USRT icon
473
iShares Core US REIT ETF
USRT
$4.64B
$609K ﹤0.01%
10,580
+5,290
+100% +$306K
MSTR icon
474
Strategy Inc
MSTR
$38.4B
$597K ﹤0.01%
2,072
+246
+13% +$78.1K
VDE icon
475
Vanguard Energy ETF
VDE
$9.84B
$597K ﹤0.01%
4,601
-56
-1% -$7.07K
17 18
19
20 21

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TRSOTSOK
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Wealthspire Advisors (New York)'s Q1 2025 Portfolio in Review

As of Q1 2025, Wealthspire Advisors (New York) held 835 positions worth $16.7B, up 66% from $10.1B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Wealthspire Advisors (New York) deployed $7.11B of net new capital in Q1 2025, opening 50 new positions and adding to 381 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 13 shares worth $9.98M.

By sector, the portfolio is most concentrated in Technology at 2.6% of assets, down from 3.5% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $10.1M trimmed.

  • Wealthspire Advisors (New York)'s largest Q1 2025 buy was Berkshire Hathaway Class A: 13 shares worth $9.98M.
  • Wealthspire Advisors (New York) added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $1.55B increase.
  • Wealthspire Advisors (New York)'s biggest Q1 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $10.1M.
  • Wealthspire Advisors (New York) fully exited American Airlines Group in Q1 2025, selling an estimated $2.57M.
  • Wealthspire Advisors (New York)'s ten largest holdings make up 56% of its $16.7B portfolio in Q1 2025.
  • Wealthspire Advisors (New York) opened 50 new positions and closed 46 in Q1 2025.
  • Wealthspire Advisors (New York)'s portfolio value rose 66% quarter-over-quarter to $16.7B.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2025, filed 9 May 2025.