Wealthspire Advisors, LLC

Wealthspire Advisors, LLC, managed by the seasoned team of John C. Bogle and Robert C. Jones, maintains a disciplined, long-term growth strategy with a focus on low-cost, diversified equity exposure, as evidenced by top holdings like IVV and VEA. Recently, the fund has made notable moves by adding positions in PGR and CRM, which have surged by 640% and 474% respectively, while exiting STT-PG and RYLBF, reflecting a strategic pivot towards high-growth sectors.

📌 Top Holdings