Wealth Spring Partners, LLC Incresed Positions in Q3 2023

Wealth Spring Partners, LLC

  • $134 Billion
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
478
+ 3.41%
$152.88 - $171.04 $73.1K - $81.8K
14.5K $2.45B
MSFT
Microsoft Corp

Technology
1.19K
+ 19.42%
$312.14 - $359.49 $371K - $428K
7.32K $2.31B
XOM
Exxon Mobil Corp

Energy
1.38K
+ 32.68%
$100.92 - $120.2 $140K - $166K
5.62K $661M
GOOGL
Alphabet Inc.

Communication Services
52
+ 0.56%
$116.45 - $138.21 $6.06K - $7.19K
9.35K $1.22B
DFAI
Dimensional ETF Tr

ETFs
3.93K
+ 13.35%
$26.0 - $28.17 $102K - $111K
33.4K $872M
CSCO
Cisco Systems, Inc.

Technology
616
+ 4.14%
$50.38 - $57.84 $31K - $35.6K
15.5K $834M
KO
Coca Cola CO

Consumer Defensive
1.24K
+ 35.3%
$55.81 - $63.05 $69.4K - $78.4K
4.77K $267M
IBM
International Business Machines Corp

Technology
14
+ 0.25%
$132.08 - $149.83 $1.85K - $2.1K
5.69K $798M
PRU
Prudential Financial Inc

Financial Services
24
+ 0.44%
$88.66 - $99.14 $2.13K - $2.38K
5.45K $517M
INTC
Intel Corp

Technology
4
+ 0.05%
$31.85 - $38.86 $127 - $155
7.67K $273M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
18
+ 0.58%
$80.71 - $81.38 $1.45K - $1.46K
3.14K $254M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
44
+ 0.56%
$46.9 - $47.47 $2.06K - $2.09K
7.9K $373M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
150
+ 1.64%
$103.32 - $110.34 $15.5K - $16.6K
9.31K $962M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
620
+ 3.17%
$59.36 - $62.14 $36.8K - $38.5K
20.2K $1.2B
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
350
+ 3.06%
$36.1 - $40.81 $12.6K - $14.3K
11.8K $432M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6
+ 0.12%
$69.63 - $72.91 $418 - $437
5.11K $356M
AXP
American Express CO

Financial Services
143
+ 9.33%
$149.19 - $178.04 $21.3K - $25.5K
1.68K $250M
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
8
+ 0.16%
$43.61 - $52.73 $349 - $422
5.06K $224M
VT
Vanguard Total World Stk Index

ETFs
8
+ 0.09%
$92.79 - $100.59 $742 - $805
8.61K $803M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.12K
+ 3.08%
$39.04 - $43.07 $161K - $178K
138K $5.41B
MDT
Medtronic PLC

Healthcare
4
+ 0.09%
$78.22 - $90.4 $313 - $362
4.62K $362M
KMB
Kimberly Clark Corp

Consumer Defensive
4
+ 0.14%
$120.85 - $137.87 $483 - $551
2.94K $355M
BNDX
Vanguard Total International B

ETFs
2.32K
+ 1.5%
$47.76 - $48.9 $111K - $113K
157K $7.49B
SBUX
Starbucks Corp

Consumer Cyclical
4
+ 0.06%
$91.08 - $102.92 $364 - $412
6.69K $610M
SRE
Sempra Energy

Utilities
6.16K
+ 100.03%
$67.77 - $151.95 $418K - $936K
12.3K $838M
DFAX
Dimensional ETF Tr
162
+ 0.14%
$22.41 - $24.35 $3.63K - $3.94K
118K $2.67B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
348
+ 1.82%
$48.19 - $57.76 $16.8K - $20.1K
19.5K $946M
IVV
Ishares Core S&P 500 ETF

ETFs
566
+ 2.42%
$427.76 - $460.18 $242K - $260K
23.9K $10.3B
NEE
Nextera Energy Inc

Utilities
30
+ 0.36%
$57.08 - $75.9 $1.71K - $2.28K
8.38K $480M
RTX
Raytheon Technologies Corp

Industrials
50
+ 0.7%
$71.58 - $98.39 $3.58K - $4.92K
7.18K $517M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.26K
+ 1.69%
$26.05 - $28.22 $215K - $233K
498K $13B
IYK
Ishares U.S. Consumer Staples

ETFs
2.82K
+ 4.86%
$186.51 - $205.29 $526K - $579K
60.8K $11.3B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.18K
+ 1.73%
$93.85 - $98.43 $299K - $313K
188K $17.7B
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.49K
+ 0.82%
$52.79 - $58.32 $78.4K - $86.6K
183K $9.71B
AAPL
Apple Inc.

Technology
212
+ 0.57%
$170.43 - $196.45 $36.1K - $41.6K
37.4K $6.4B
Activity Summary
Buys All Purchases 37 New Holdings 1 Increased Positions 36 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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