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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Wealthspire Advisors, L.P. INSTITUTION : Wealthspire Advisors, L.P.
Wealthspire Advisors, L.P. Portfolio (reported on 2020-05-13)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 99,389,000 432,219 8.65%
ISHARES TR    (CORE S&P500 ETF) IVV 94,487,000 365,662 8.22%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 57,364,000 351,364 4.99%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 51,858,000 1,555,423 4.51%
VANGUARD INDEX FDS    (MID CAP ETF) VO 44,739,000 339,837 3.89%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 38,746,000 632,585 3.37%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 34,192,000 1,323,218 2.97%
ISHARES TR    (CORE S&P SCP ETF) IJR 25,813,000 460,048 2.24%
ISHARES TR    (CORE S&P MCP ETF) IJH 25,765,000 179,097 2.24%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 23,190,000 515,572 2.01%
APPLE INC    (COM) AAPL 23,129,000 90,955 2.01%
MICROSOFT CORP    (COM) MSFT 21,130,000 133,980 1.83%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 20,344,000 374,858 1.77%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 20,042,000 488,596 1.74%
FIRST TR EXCHANGE-TRADED FD    (NO AMER ENERGY) EMLP 18,815,000 1,057,625 1.63%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 18,384,000 71,325 1.60%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 17,827,000 154,425 1.55%
ISHARES TR    (RUSSELL 2000 ETF) IWM 16,889,000 147,553 1.46%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 15,170,000 167,551 1.32%
ISHARES TR    (GLB INFRASTR ETF) IGF 11,153,000 326,583 0.97%
AMAZON COM INC    (COM) AMZN 11,035,000 5,660 0.96%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 9,617,000 186,668 0.83%
VERIZON COMMUNICATIONS INC    (COM) VZ 8,611,000 160,270 0.74%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 8,393,000 405,640 0.73%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 8,191,000 244,153 0.71%
ISHARES TR    (RUS 1000 GRW ETF) IWF 7,648,000 50,768 0.66%
STRYKER CORP    (COM) SYK 7,647,000 45,931 0.66%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 7,603,000 58,979 0.66%
ISHARES TR    (RUSSELL 3000 ETF) IWV 7,336,000 49,457 0.63%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 6,929,000 37,899 0.60%
ISHARES TR    (RUS 1000 VAL ETF) IWD 6,895,000 69,519 0.60%
ADVANCED DISP SVCS INC DEL    (COM) 6,559,000 199,956 0.57%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 6,105,000 106,157 0.53%
JOHNSON & JOHNSON    (COM) JNJ 5,893,000 44,943 0.51%
ALPHABET INC    (CAP STK CL A) GOOGL 5,708,000 4,913 0.49%
ISHARES TR    (MSCI EAFE ETF) EFA 5,561,000 104,013 0.48%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 5,488,000 78,562 0.47%
ISHARES TR    (CORE MSCI TOTAL) IXUS 5,293,000 112,588 0.46%
MASTERCARD INC    (CL A) MA 5,238,000 21,684 0.45%
COCA COLA CO    (COM) KO 4,961,000 112,106 0.43%
PFIZER INC    (COM) PFE 4,908,000 150,380 0.42%
VISA INC    (COM CL A) V 4,806,000 29,828 0.41%
UNITEDHEALTH GROUP INC    (COM) UNH 4,740,000 19,009 0.41%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 4,675,000 45,213 0.40%
PEPSICO INC    (COM) PEP 4,603,000 38,327 0.40%
FACEBOOK INC    (CL A) FB 4,472,000 26,809 0.38%
ALPHABET INC    (CAP STK CL C) GOOG 4,250,000 3,655 0.36%
JPMORGAN CHASE & CO    (COM) JPM 4,113,000 45,685 0.35%
PROCTER & GAMBLE CO    (COM) PG 4,099,000 37,262 0.35%
AT&T INC    (COM) T 3,793,000 130,125 0.33%
FISERV INC    (COM) FISV 3,660,000 38,526 0.31%
STARBUCKS CORP    (COM) SBUX 3,580,000 54,460 0.31%
DISNEY WALT CO    (COM DISNEY) DIS 3,362,000 34,799 0.29%
MERCK & CO. INC    (COM) MRK 3,253,000 42,281 0.28%
INTEL CORP    (COM) INTC 3,205,000 59,226 0.27%
LOWES COS INC    (COM) LOW 2,979,000 34,618 0.25%
CHIPOTLE MEXICAN GRILL INC    (COM) CMG 2,940,000 4,493 0.25%
HOME DEPOT INC    (COM) HD 2,899,000 15,528 0.25%
NEXTERA ENERGY INC    (COM) NEE 2,830,000 11,760 0.24%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 2,823,000 18,020 0.24%
ISHARES TR    (CORE 1 5 YR USD) ISTB 2,792,000 55,280 0.24%
BECTON DICKINSON & CO    (COM) BDX 2,788,000 12,132 0.24%
ATLANTIC UN BANKSHARES CORP    (COM) 2,774,000 126,658 0.24%
DANAHER CORPORATION    (COM) DHR 2,773,000 20,037 0.24%
ISHARES TR    (IBOXX INV CP ETF) LQD 2,671,000 21,623 0.23%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 2,630,000 23,709 0.22%
ISHARES TR    (RUS 1000 ETF) IWB 2,622,000 18,527 0.22%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 2,500,000 9,700 0.21%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 2,499,000 9,506 0.21%
EAGLE BANCORP INC MD    (COM) EGBN 2,489,000 82,379 0.21%
EXXON MOBIL CORP    (COM) XOM 2,427,000 63,931 0.21%
NIKE INC    (CL B) NKE 2,426,000 29,326 0.21%
SPDR GOLD TRUST    (GOLD SHS) GLD 2,407,000 16,260 0.20%
CISCO SYS INC    (COM) CSCO 2,397,000 60,973 0.20%
PINTEREST INC    (CL A) 2,350,000 152,230 0.20%
COMCAST CORP NEW    (CL A) CMCSA 2,333,000 67,865 0.20%
3M CO    (COM) MMM 2,301,000 16,859 0.20%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 2,126,000 24,909 0.18%
ISHARES TR    (S&P 500 GRWT ETF) IVW 2,110,000 12,782 0.18%
TESLA INC    (COM) TSLA 2,106,000 4,020 0.18%
VANGUARD INDEX FDS    (VALUE ETF) VTV 2,100,000 23,580 0.18%
ABBOTT LABS    (COM) ABT 2,071,000 26,246 0.18%
WALMART INC    (COM) WMT 2,035,000 17,912 0.17%
AMERICAN TOWER CORP NEW    (COM) AMT 1,963,000 9,014 0.17%
ADOBE INC    (COM) ADBE 1,943,000 6,105 0.16%
AMGEN INC    (COM) AMGN 1,931,000 9,524 0.16%
VANGUARD MALVERN FDS    (STRM INFPROIDX) VTIP 1,921,000 39,438 0.16%
HILTON WORLDWIDE HLDGS INC    (COM) 1,875,000 27,482 0.16%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 1,865,000 26,355 0.16%
UNITED BANKSHARES INC WEST V    (COM) UBSI 1,833,000 79,433 0.15%
UNION PAC CORP    (COM) UNP 1,824,000 12,929 0.15%
MCCORMICK & CO INC    (COM VTG) MKC/V 1,780,000 12,500 0.15%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 1,771,000 21,078 0.15%
ISHARES TR    (S&P 500 VAL ETF) IVE 1,722,000 17,892 0.14%
MCDONALDS CORP    (COM) MCD 1,702,000 10,293 0.14%
BK OF AMERICA CORP    (COM) BAC 1,668,000 78,579 0.14%
COSTCO WHSL CORP NEW    (COM) COST 1,601,000 5,614 0.13%
NETFLIX INC    (COM) NFLX 1,599,000 4,259 0.13%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 1,582,000 37,709 0.13%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 1,575,000 13,296 0.13%
TEXAS INSTRS INC    (COM) TXN 1,556,000 15,571 0.13%
ORACLE CORP    (COM) ORCL 1,555,000 32,181 0.13%
ABBVIE INC    (COM) ABBV 1,549,000 20,329 0.13%
CHEVRON CORP NEW    (COM) CVX 1,542,000 21,279 0.13%
KIMBERLY CLARK CORP    (COM) KMB 1,508,000 11,797 0.13%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 1,499,000 7,707 0.13%
ATRION CORP    (COM) ATRI 1,494,000 2,299 0.13%
ROPER TECHNOLOGIES INC    (COM) ROP 1,431,000 4,590 0.12%
FIRST TR ENERGY INFRASTRCTR    (COM) FIF 1,416,000 157,453 0.12%
NORTHROP GRUMMAN CORP    (COM) NOC 1,376,000 4,550 0.11%
WEC ENERGY GROUP INC    (COM) 1,373,000 15,576 0.11%
ISHARES TR    (MSCI KLD400 SOC) DSI 1,335,000 13,712 0.11%
ISHARES TR    (CORE MSCI EAFE) IEFA 1,328,000 26,616 0.11%
TARGET CORP    (COM) TGT 1,288,000 13,849 0.11%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 1,285,000 23,057 0.11%
BLACKROCK INC    (COM) BLK 1,276,000 2,899 0.11%
SPDR SER TR    (S&P DIVID ETF) SDY 1,256,000 15,730 0.10%
NVIDIA CORP    (COM) NVDA 1,247,000 4,732 0.10%
WASTE MGMT INC DEL    (COM) WMI 1,244,000 13,441 0.10%
BLACKSTONE GROUP INC    (COM CL A) 1,238,000 27,160 0.10%
HONEYWELL INTL INC    (COM) HON 1,199,000 8,965 0.10%
ISHARES TR    (NATIONAL MUN ETF) MUB 1,129,000 9,989 0.09%
NOVARTIS A G    (SPONSORED ADR) NVS 1,109,000 13,452 0.09%
LILLY ELI & CO    (COM) LLY 1,104,000 7,956 0.09%
SWEDISH EXPT CR CORP    (ROG TTL ETN 22) RJI 1,081,000 297,022 0.09%
UNITED TECHNOLOGIES CORP    (COM) UTX 1,064,000 11,280 0.09%
ISHARES TR    (NASDAQ BIOTECH) IBB 1,057,000 9,807 0.09%
FIDELITY NATL INFORMATION SV    (COM) FIS 1,032,000 8,487 0.08%
DIGITAL RLTY TR INC    (COM) DLR 1,031,000 7,421 0.08%
VERISK ANALYTICS INC    (COM) VRSK 1,029,000 7,380 0.08%
O REILLY AUTOMOTIVE INC NEW    (COM) ORLY 1,021,000 3,393 0.08%
ILLINOIS TOOL WKS INC    (COM) ITW 1,006,000 7,079 0.08%
ECOLAB INC    (COM) ECL 1,004,000 6,443 0.08%
IDEXX LABS INC    (COM) IDXX 997,000 4,115 0.08%
INVESCO QQQ TR    (UNIT SER 1) 995,000 5,228 0.08%
NOVO-NORDISK A S    (ADR) NVO 984,000 16,346 0.08%
QUALCOMM INC    (COM) QCOM 963,000 14,241 0.08%
CHOICE HOTELS INTL INC    (COM) CHH 957,000 15,622 0.08%
PAYPAL HLDGS INC    (COM) PYPL 951,000 9,936 0.08%
SPDR INDEX SHS FDS    (DJ GLB RL ES ETF) RWO 947,000 26,316 0.08%
TRUIST FINL CORP    (COM) 942,000 30,559 0.08%
CENTENE CORP DEL    (COM) CNC 941,000 15,833 0.08%
CITIGROUP INC    (COM NEW) C 936,000 22,231 0.08%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 932,000 4,399 0.08%
COOPER COS INC    (COM NEW) COO 918,000 3,331 0.07%
PENSKE AUTOMOTIVE GRP INC    (COM) PAG 915,000 32,664 0.07%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 904,000 3,189 0.07%
CVS HEALTH CORP    (COM) CVS 900,000 15,172 0.07%
BROADCOM INC    (COM) 897,000 3,785 0.07%
APPIAN CORP    (CL A) 893,000 22,200 0.07%
INVESCO EXCHANGE-TRADED FD T    (TAXABLE MUN BD) 889,000 28,757 0.07%
GENERAL DYNAMICS CORP    (COM) GD 883,000 6,673 0.07%
RAYTHEON CO    (COM NEW) RTN 881,000 6,715 0.07%
ISHARES TR    (RUS 2000 GRW ETF) IWO 872,000 5,510 0.07%
NORFOLK SOUTHERN CORP    (COM) NSC 869,000 5,951 0.07%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 864,000 6,319 0.07%
SHERWIN WILLIAMS CO    (COM) SHW 859,000 1,869 0.07%
BIOMARIN PHARMACEUTICAL INC    (COM) BMRN 851,000 10,068 0.07%
PHILIP MORRIS INTL INC    (COM) PM 845,000 11,582 0.07%
GENERAL MLS INC    (COM) GIS 841,000 15,940 0.07%
BOEING CO    (COM) BA 829,000 5,557 0.07%
SPDR SER TR    (NUVEEN BRC MUNIC) 826,000 16,526 0.07%
MEDTRONIC PLC    (SHS) MDT 823,000 9,131 0.07%
BAXTER INTL INC    (COM) BAX 822,000 10,129 0.07%
GENERAL ELECTRIC CO    (COM) GE 814,000 102,490 0.07%
GOLDMAN SACHS GROUP INC    (COM) GS 811,000 5,245 0.07%
TJX COS INC NEW    (COM) TJX 804,000 16,826 0.06%
FOSTER L B CO    (COM) FSTR 794,000 64,262 0.06%
EATON CORP PLC    (SHS) ETN 789,000 10,160 0.06%
MOTOROLA SOLUTIONS INC    (COM NEW) MSI 789,000 5,933 0.06%
ASML HOLDING N V    (N Y REGISTRY SHS) ASML 788,000 3,013 0.06%
ALTRIA GROUP INC    (COM) MO 785,000 20,295 0.06%
HENRY SCHEIN INC    (COM) HSIC 783,000 15,494 0.06%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 777,000 13,817 0.06%
GILEAD SCIENCES INC    (COM) GILD 775,000 10,361 0.06%
ISHARES TR    (RUS 2000 VAL ETF) IWN 775,000 9,451 0.06%
SALESFORCE COM INC    (COM) CRM 770,000 5,350 0.06%
ISHARES TR    (FLTG RATE NT ETF) FLOT 751,000 15,416 0.06%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 751,000 14,189 0.06%
LOCKHEED MARTIN CORP    (COM) LMT 748,000 2,206 0.06%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 745,000 16,673 0.06%
MOODYS CORP    (COM) MCO 744,000 3,520 0.06%
LABORATORY CORP AMER HLDGS    (COM NEW) LH 744,000 5,890 0.06%
EATON VANCE MUN BD FD    (COM) EIM 737,000 59,030 0.06%
PROVENTION BIO INC    (COM) 736,000 80,000 0.06%
FASTENAL CO    (COM) FAST 729,000 23,324 0.06%
ISHARES INC    (CORE MSCI EMKT) IEMG 727,000 17,952 0.06%
ISHARES TR    (GLOBAL REIT ETF) REET 726,000 37,886 0.06%
MONDELEZ INTL INC    (CL A) MDLZ 719,000 14,351 0.06%
UNITED PARCEL SERVICE INC    (CL B) UPS 712,000 7,617 0.06%
WELLS FARGO CO NEW    (COM) WFC 698,000 24,310 0.06%
COPART INC    (COM) CPRT 696,000 10,154 0.06%
SCHWAB STRATEGIC TR    (SCHWAB FDT US BM) FNDB 694,000 22,615 0.06%
INTUIT    (COM) INTU 686,000 2,981 0.05%
BIOGEN INC    (COM) BIIB 679,000 2,145 0.05%
LINDE PLC    (SHS) 678,000 3,917 0.05%
CROWN CASTLE INTL CORP NEW    (COM) CCI 677,000 4,686 0.05%
GENMAB A/S    (SPONSORED ADS) GMXAY 666,000 31,449 0.05%
AMERICAN EXPRESS CO    (COM) AXP 662,000 7,728 0.05%
AMPHENOL CORP NEW    (CL A) APH 660,000 9,053 0.05%
1 2 3 Next >Full Portfolio View
Total Value As 2020-03-31: 1,148,920,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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