Wellspring Financial Advisors, LLC Incresed Positions in Q4 2024

Wellspring Financial Advisors, LLC

  • $957 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
96.3K
+ 24.6%
$570.51 - $610.59 $55M - $58.8M
488K $287B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
673K
+ 29.3%
$126.68 - $134.74 $85.2M - $90.6M
2.97M $60.9B
IGV
Ishares Expanded Tech Software

ETFs
65.5K
+ 4.21%
$87.5 - $110.17 $5.73M - $7.21M
1.62M $29.2B
AAPL
Apple Inc.

Technology
3.07K
+ 4.97%
$221.69 - $259.02 $680K - $794K
64.8K $16.2B
IEFA
Ishares Tr

ETFs
630K
+ 116.77%
$70.06 - $77.43 $44.2M - $48.8M
1.17M $48.4B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
49K
+ 8.26%
$100.16 - $100.7 $4.91M - $4.94M
643K $64.5B
XLE
Energy Sector Spdr

ETFs
226K
+ 5395.73%
$83.32 - $97.27 $18.8M - $22M
230K $4.08B
IEMG
Ishares Inc

ETFs
340K
+ 77.03%
N/A
782K $26.8B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
72.4K
+ 15.78%
$113.92 - $127.38 $8.25M - $9.22M
531K $18.6B
AAAU
Goldman Sachs Physical Gold ETF

ETFs
92.7K
+ 7.13%
$25.33 - $27.57 $2.35M - $2.56M
1.39M $36.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.7K
+ 7.89%
$567.81 - $607.81 $1.53M - $1.64M
36.9K $21.6B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
16.9K
+ 10.25%
$81.68 - $82.93 $1.38M - $1.4M
182K $14.9B
VUG
Vanguard Growth ETF

ETFs
275
+ 0.03%
$378.79 - $428.11 $104K - $118K
945K $9.88B
SPYG
Spdr Portfolio

ETFs
11.4K
+ 4.67%
$81.74 - $91.38 $936K - $1.05M
257K $9.02B
TSLA
Tesla, Inc.

Consumer Cyclical
2.36K
+ 19.4%
$213.65 - $479.86 $504K - $1.13M
14.5K $1.33B
GOOG
Alphabet Inc.

Communication Services
435
+ 3.7%
$163.08 - $198.16 $70.9K - $86.2K
12.2K $2.32B
COST
Costco Wholesale Corp

Consumer Defensive
231
+ 8.62%
$873.59 - $994.69 $202K - $230K
2.91K $2.67B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
67.6K
+ 12.49%
$521.84 - $558.82 $35.3M - $37.8M
609K $4.05B
MGK
Vanguard Mega Cap Growth ETF

ETFs
6
+ 0.14%
$316.94 - $357.88 $1.9K - $2.15K
4.2K $1.44B
VKQ
Invesco Municipal Trust

Financial Services
10.5K
+ 29.13%
$9.54 - $10.29 $100K - $108K
46.5K $457M
DIS
Walt Disney CO

Communication Services
276
+ 12.05%
$92.39 - $117.6 $25.5K - $32.5K
2.57K $286M
META
Meta Platforms, Inc.

Communication Services
41
+ 1.93%
$554.08 - $632.68 $22.7K - $25.9K
2.16K $1.27B
CRM
Salesforce, Inc.

Technology
11
+ 1.46%
$270.87 - $367.87 $2.98K - $4.05K
767 $257M
HWM
Howmet Aerospace Inc.

Industrials
244
+ 10.89%
$99.72 - $120.09 $24.3K - $29.3K
2.49K $272M
AMAT
Applied Materials Inc

Technology
557
+ 47.2%
$161.44 - $213.89 $89.9K - $119K
1.74K $282M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
422
+ 10.64%
$134.53 - $150.65 $56.8K - $63.6K
4.39K $594M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.0%
$481.22 - $538.17 $481 - $538
1.44M $2.22B
VEA
Vanguard Ftse Developed Market

ETFs
1.47K
+ 18.35%
$47.57 - $52.44 $69.7K - $76.9K
9.46K $452M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.02%
$233.76 - $261.58 $234 - $262
6.31K $1.52B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.3K
+ 0.82%
$61.68 - $67.87 $757K - $833K
1.5M $4.96B
ABT
Abbott Laboratories

Healthcare
130
+ 5.93%
$111.93 - $119.39 $14.6K - $15.5K
2.32K $263M
ITOT
Ishares Core S&P Total U.S. St

ETFs
12
+ 0.34%
$124.26 - $134.12 $1.49K - $1.61K
3.56K $458M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.32%
$311.11 - $335.64 $1.24K - $1.34K
1.27K $408M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
63
+ 2.02%
$442.29 - $483.08 $27.9K - $30.4K
3.18K $1.44B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 0.03%
$84.34 - $95.14 $84.3 - $95.1
2.94K $257M
FNDX
Schwab Fundamental U S Large C

ETFs
16.4K
+ 201.4%
$23.49 - $71.77 $385K - $1.18M
24.5K $581M
PFE
Pfizer Inc

Healthcare
5.56K
+ 49.94%
$24.8 - $30.19 $138K - $168K
16.7K $78.5M
KO
Coca Cola CO

Consumer Defensive
479
+ 4.63%
$61.74 - $71.71 $29.6K - $34.3K
10.8K $171M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
13
+ 0.23%
$105.45 - $117.99 $1.37K - $1.53K
5.69K $603M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
42
+ 0.43%
$69.58 - $74.87 $2.92K - $3.14K
9.89K $692M
CTAS
Cintas Corp

Industrials
52
+ 4.65%
$182.7 - $226.47 $9.5K - $11.8K
1.17K $261M
ICE
Intercontinental Exchange, Inc.

Financial Services
20
+ 1.09%
$148.29 - $166.93 $2.97K - $3.34K
1.86K $277M
LOW
Lowes Companies Inc

Consumer Cyclical
9
+ 0.98%
$244.52 - $284.07 $2.2K - $2.56K
932 $230M
GE
General Electric CO

Industrials
43
+ 3.08%
$159.95 - $194.23 $6.88K - $8.35K
1.44K $240M
VIG
Vanguard Dividend Appreciation

ETFs
23
+ 0.18%
N/A
12.9K $2.53B
ADBE
Adobe Inc.

Technology
16
+ 3.45%
$437.39 - $552.96 $7K - $8.85K
480 $213M
DVY
Ishares Tr

ETFs
1
+ 0.01%
$129.55 - $143.41 $130 - $143
7.38K $969M
NEE
Nextera Energy Inc

Utilities
97
+ 3.47%
$69.77 - $85.43 $6.77K - $8.29K
2.9K $208M
HDV
Ishares Core High Dividend ETF

ETFs
115
+ 1.01%
$110.82 - $121.28 $12.7K - $13.9K
11.5K $1.29B
Activity Summary
Buys All Purchases 68 New Holdings 14 Increased Positions 54 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wellspring Financial Advisors, LLC Portfolio

Follow Wellspring Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wellspring Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wellspring Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email