Wealth Spring Partners, LLC Sells in Q3 2023

Wealth Spring Partners, LLC

  • $134 Billion
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-54
- 0.4%
$425.88 - $457.79 $23K - $24.7K
13.4K $5.73B
BA
Boeing CO

Industrials
-840
- 31.32%
$190.43 - $238.85 $160K - $201K
1.84K $353M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.5K
- 10.91%
$103.4 - $107.7 $155K - $162K
12.3K $1.27B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-76
- 1.93%
$450.89 - $498.33 $34.3K - $37.9K
3.85K $1.76B
WFC
Wells Fargo & Company

Financial Services
-1.99K
- 19.06%
$40.43 - $47.13 $80.5K - $93.8K
8.46K $345M
AMZN
Amazon Com Inc

Consumer Cyclical
-148
- 0.92%
$125.98 - $144.85 $18.6K - $21.4K
15.9K $2.02B
DIS
Walt Disney CO

Communication Services
-168
- 2.42%
$79.9 - $91.76 $13.4K - $15.4K
6.77K $549M
V
Visa Inc.

Financial Services
-226
- 10.7%
$229.5 - $248.11 $51.9K - $56.1K
1.89K $434M
SYK
Stryker Corp

Healthcare
-12
- 0.64%
$266.54 - $302.43 $3.2K - $3.63K
1.86K $509M
HDV
Ishares Core High Dividend ETF

ETFs
-388
- 4.67%
$98.89 - $104.38 $38.4K - $40.5K
7.91K $783M
GLD
Spdr Gold Trust

ETFs
-86
- 1.93%
$171.45 - $183.67 $14.7K - $15.8K
4.38K $751M
HD
Home Depot, Inc.

Consumer Cyclical
-23
- 1.07%
$301.82 - $333.84 $6.94K - $7.68K
2.14K $645M
EPD
Enterprise Products Partners L.P.

Energy
-658
- 7.81%
$26.25 - $27.42 $17.3K - $18K
7.77K $213M
NVDA
Nvidia Corp

Technology
-88
- 3.02%
$408.55 - $493.55 $36K - $43.4K
2.82K $1.23B
AMGN
Amgen Inc

Healthcare
-20
- 1.32%
$218.65 - $271.46 $4.37K - $5.43K
1.49K $401M
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 0.19%
$525.05 - $568.63 $4.2K - $4.55K
4.26K $2.41B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 0.08%
$340.9 - $370.48 $3.41K - $3.7K
12.4K $4.35B
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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