Wellspring Financial Advisors, LLC Purchases in Q1 2025

Wellspring Financial Advisors, LLC

  • $899 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAAU
Goldman Sachs Physical Gold ETF

ETFs
326K
+ 23.41%
$26.05 - $30.88 $8.49M - $10.1M
1.72M $53.1B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
186K
+ 102.39%
$81.83 - $82.73 $15.2M - $15.4M
367K $30.4B
IEFA
Ishares Tr

ETFs
35.9K
+ 3.07%
$69.57 - $78.65 $2.5M - $2.82M
1.21M $55.9B
XLE
Energy Sector Spdr

ETFs
7.4K
+ 3.21%
$85.7 - $93.96 $634K - $695K
238K $6.76B
IAU
Ishares Gold Trust

ETFs
1.74K
+ 1.72%
$49.74 - $58.96 $86.6K - $103K
103K $6.06B
XLK
Technology Sector Spdr

ETFs
4K
+ 41.6%
$206.38 - $242.18 $826K - $969K
13.6K $2.81B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 1.57%
$442.66 - $534.52 $22.1K - $26.7K
3.23K $1.72B
FTNT
Fortinet, Inc.

Technology
2.87K
New
$92.49 - $114.57 $266K - $329K
2.87K $276M
ARHS
Arhaus, Inc.

Consumer Cyclical
298K
+ 883.01%
$8.57 - $12.98 $2.55M - $3.86M
331K $591M
ABBV
Abb Vie Inc.

Healthcare
831
+ 29.48%
$169.2 - $216.66 $141K - $180K
3.65K $765M
ABC
Amerisourcebergen Corp

Healthcare
785
New
N/A
785 $218M
AON
Aon PLC

Financial Services
307
+ 23.58%
$348.44 - $409.32 $107K - $126K
1.61K $642M
COST
Costco Wholesale Corp

Consumer Defensive
71
+ 2.44%
$890.62 - $1076.86 $63.2K - $76.5K
2.98K $2.82B
XOM
Exxon Mobil Corp

Energy
10
+ 0.08%
$105.44 - $118.93 $1.05K - $1.19K
13.1K $1.55B
IWD
Ishares Russell 1000 Val ETF

ETFs
18
+ 0.04%
$182.82 - $196.21 $3.29K - $3.53K
42.4K $7.99B
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
10.4K
+ 78.2%
$10.55 - $11.13 $110K - $116K
23.7K $254M
HDV
Ishares Core High Dividend ETF

ETFs
76
+ 0.66%
$110.86 - $121.12 $8.43K - $9.21K
11.6K $1.4B
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
10.4K
+ 103.69%
$10.11 - $10.58 $105K - $110K
20.4K $207M
SPGI
S&P Global Inc.

Financial Services
114
+ 21.97%
$478.26 - $543.77 $54.5K - $62K
633 $321M
JPM
Jpmorgan Chase & CO

Financial Services
146
+ 3.65%
$225.19 - $279.95 $32.9K - $40.9K
4.15K $1.02B
MCK
Mckesson Corp

Healthcare
7
+ 1.72%
$566.21 - $672.99 $3.96K - $4.71K
413 $278M
NEE
Nextera Energy Inc

Utilities
642
+ 22.18%
$66.96 - $76.16 $43K - $48.9K
3.54K $251M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.04%
$114.1 - $135.66 $114 - $136
2.44K $324M
LLY
Eli Lilly & CO

Healthcare
15
+ 2.82%
$725.72 - $929.72 $10.9K - $13.9K
546 $451M
CRWD
Crowd Strike Holdings, Inc.

Technology
90
+ 12.2%
$308.86 - $455.36 $27.8K - $41K
828 $292M
TTWO
Take Two Interactive Software Inc

Communication Services
21
+ 1.78%
$178.61 - $217.95 $3.75K - $4.58K
1.2K $249M
DRIO
Dario Health Corp.

Healthcare
50K
New
$0.61 - $0.96 $30.5K - $48K
50K $30.6M
MA
Mastercard Inc

Financial Services
3
+ 0.23%
$504.67 - $576.31 $1.51K - $1.73K
1.31K $719M
META
Meta Platforms, Inc.

Communication Services
83
+ 3.84%
$576.36 - $736.67 $47.8K - $61.1K
2.25K $1.29B
COP
Conocophillips

Energy
120
+ 4.65%
$88.6 - $105.85 $10.6K - $12.7K
2.7K $283M
NFLX
Netflix Inc

Communication Services
9
+ 2.62%
$828.4 - $1058.6 $7.46K - $9.53K
352 $328M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12
+ 0.02%
$91.45 - $91.75 $1.1K - $1.1K
61.7K $5.66B
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.04%
$112.81 - $126.16 $113 - $126
2.77K $337M
FNDX
Schwab Fundamental U S Large C

ETFs
111
+ 0.45%
$23.03 - $25.01 $2.56K - $2.78K
24.7K $582M
ACWI
Ishares Msci Acwi ETF

ETFs
80
+ 0.84%
$115.16 - $124.13 $9.21K - $9.93K
9.57K $1.11B
MSCI
Msci Inc.

Financial Services
6
+ 1.66%
$541.46 - $628.34 $3.25K - $3.77K
367 $208M
MSI
Motorola Solutions, Inc.

Technology
7
+ 1.27%
$411.73 - $482.1 $2.88K - $3.37K
557 $244M
LOW
Lowes Companies Inc

Consumer Cyclical
7
+ 0.75%
$222.66 - $268.42 $1.56K - $1.88K
939 $219M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
+ 0.63%
$497.6 - $606.74 $1.99K - $2.43K
639 $318M
CRH.L
Crh PLC

Basic Materials
15
+ 0.47%
N/A
3.22K $283M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.16%
$302.31 - $337.54 $605 - $675
1.27K $389M
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.06%
$217.89 - $252.64 $872 - $1.01K
6.32K $1.4B
MGK
Vanguard Mega Cap Growth ETF

ETFs
5
+ 0.12%
$307.43 - $357.48 $1.54K - $1.79K
4.2K $1.3B
BITQ
Exchange Traded Concepts Tr Bi

ETFs
278
+ 0.89%
$12.14 - $19.82 $3.37K - $5.51K
31.5K $382M
IJK
Ishares S&P Midcap 400 Growth

ETFs
7
+ 0.04%
$81.62 - $96.63 $571 - $676
19.8K $1.65B
AVGO
Broadcom Inc.

Technology
187
+ 4.45%
$167.43 - $244.7 $31.3K - $45.8K
4.39K $736M
MSFT
Microsoft Corp

Technology
8.38K
+ 0.84%
$375.39 - $447.2 $3.15M - $3.75M
1M $5.42B
TSLA
Tesla, Inc.

Consumer Cyclical
6.78K
+ 46.76%
$222.15 - $428.22 $1.51M - $2.91M
21.3K $826M
AMZN
Amazon Com Inc

Consumer Cyclical
42
+ 0.17%
$190.26 - $242.06 $7.99K - $10.2K
24.1K $4.59B
Activity Summary
Buys All Purchases 51 New Holdings 4 Increased Positions 47 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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