Wealth Spring Partners, LLC Portfolio Holdings

Wealth Spring Partners, LLC

  • $134 Billion
  • Q3 2023

Wealth Spring Partners, LLC has filed its 13F form on November 02, 2023 for Q3 2023 where it was disclosed a total value porftolio of $134 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $17.7B, Dimensional ETF Tr U S Core Eq with a value of $13B, Ishares U.S. Consumer Staples with a value of $11.3B, Ishares Core S&P 500 ETF with a value of $10.3B, and Invesco Exchange Traded Fd Tr with a value of $9.71B.

Examining the 13F form we can see an decrease of $4.33B in the current position value, from $138B to 134B.

Wealth Spring Partners, LLC is based out at Long Beach, CA

Below you can find more details about Wealth Spring Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $93.2 Billion
Technology: $11.8 Billion
Financial Services: $7.04 Billion
Consumer Defensive: $3.93 Billion
Consumer Cyclical: $3.73 Billion
Energy: $3.52 Billion
Communication Services: $2.66 Billion
Healthcare: $2.12 Billion
Other: $2.82 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $134 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q3 2023
  • Filing Date November 02, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 1 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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