Wellspring Financial Advisors, LLC Purchases in Q2 2025

Wellspring Financial Advisors, LLC

  • $996 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
642
New
$313.51 - $363.51 $201K - $233K
642 $220M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
964
New
$141.37 - $228.57 $136K - $220K
964 $218M
Brookfield Asset Mgmt Inc Com Voting
3.43K
New
N/A
3.43K $212M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.18K
New
$53.75 - $67.21 $171K - $214K
3.18K $211M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.83K
New
$57.41 - $74.81 $162K - $211K
2.83K $210M
GTLS
Chart Industries Inc

Industrials
1.27K
New
$115.08 - $175.5 $147K - $224K
1.27K $210M
Tcw Flexible Income ETF
5.3K
New
N/A
5.3K $209M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.31K
New
$87.84 - $1441.89 $202K - $3.32M
2.31K $208M
SHOP
Shopify Inc.

Technology
1.8K
New
$76.89 - $115.35 $138K - $207K
1.8K $207M
Ge Healthcare Technologies Inc Common Stock
2.76K
New
N/A
2.76K $205M
COIN
Coinbase Global, Inc.

Technology
578
New
$151.47 - $375.07 $87.5K - $217K
578 $203M
QQQ
Invesco Qqq Trust, Series 1

ETFs
134
+ 0.01%
$416.06 - $551.64 $55.8K - $73.9K
1.44M $2.35B
V
Visa Inc.

Financial Services
498
+ 15.9%
$308.27 - $373.31 $154K - $186K
3.63K $1.29B
VGT
Vanguard Information Technolog

ETFs
7
+ 0.46%
$470.37 - $663.28 $3.29K - $4.64K
1.53K $1.01B
CRWD
Crowd Strike Holdings, Inc.

Technology
107
+ 12.92%
$321.63 - $509.31 $34.4K - $54.5K
935 $476M
SPGI
S&P Global Inc.

Financial Services
305
+ 48.18%
$438.31 - $527.29 $134K - $161K
938 $494M
NFLX
Netflix Inc

Communication Services
15
+ 4.26%
$855.86 - $1339.13 $12.8K - $20.1K
367 $491M
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
14.6K
+ 39.66%
$10.83 - $11.78 $158K - $172K
51.5K $576M
RIG
Transocean Ltd.

Energy
55K
New
$2.13 - $3.32 $117K - $183K
55K $143M
Aimei Health Technology CO LTD Shs
12K
New
N/A
12K $133M
MA
Mastercard Inc

Financial Services
201
+ 15.31%
$479.92 - $590.74 $96.5K - $119K
1.51K $849M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
12.1K
New
$9.89 - $10.9 $120K - $132K
12.1K $125M
GE
General Electric CO

Industrials
140
+ 9.73%
$166.81 - $257.39 $23.4K - $36K
1.58K $406M
MIO
Pioneer Municipal High Income Opportunities Fund, Inc.
10K
New
$11.15 - $12.0 $112K - $120K
10K $118M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
12.8K
+ 39.14%
$9.33 - $10.06 $119K - $128K
45.4K $439M
WMT
Walmart Inc.

Consumer Defensive
492
+ 8.7%
$81.79 - $99.98 $40.2K - $49.2K
6.15K $601M
PMO
Putnam Municipal Opportunities Trust

Financial Services
10.5K
New
$9.46 - $10.23 $99.3K - $107K
10.5K $104M
AMAT
Applied Materials Inc

Technology
215
+ 13.06%
$126.95 - $183.52 $27.3K - $39.5K
1.86K $341M
DIS
Walt Disney CO

Communication Services
122
+ 4.77%
$81.72 - $124.01 $9.97K - $15.1K
2.68K $332M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
463
+ 14.32%
$483.48 - $539.8 $224K - $250K
3.7K $1.8B
IVE
Ishares S&P 500 Value ETF

ETFs
23
+ 0.19%
$168.34 - $195.42 $3.87K - $4.49K
12K $2.35B
ABT
Abbott Laboratories

Healthcare
411
+ 27.0%
$123.95 - $138.08 $50.9K - $56.8K
1.93K $263M
RTX
Raytheon Technologies Corp

Industrials
112
+ 4.58%
$113.75 - $148.48 $12.7K - $16.6K
2.56K $373M
FISV
Fiserv Inc

Technology
654
+ 45.2%
N/A
2.1K $362M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.24%
$272.36 - $339.57 $817 - $1.02K
1.27K $432M
CRM
Salesforce, Inc.

Technology
131
+ 17.47%
$236.26 - $291.15 $31K - $38.1K
881 $240M
Gp Act Iii Acquisition Corp Cl A
3.2K
+ 17.78%
N/A
21.2K $224M
KTF
Dws Municipal Income Trust

Financial Services
6.03K
+ 21.48%
$8.73 - $9.46 $52.7K - $57.1K
34.1K $302M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
8
+ 0.19%
$108.87 - $133.04 $871 - $1.06K
4.33K $576M
ICE
Intercontinental Exchange, Inc.

Financial Services
103
+ 6.78%
$151.62 - $183.47 $15.6K - $18.9K
1.62K $298M
FTNT
Fortinet, Inc.

Technology
74
+ 2.58%
$84.71 - $108.69 $6.27K - $8.04K
2.95K $311M
TJX
Tjx Companies Inc

Consumer Cyclical
193
+ 6.96%
$119.13 - $135.03 $23K - $26.1K
2.96K $366M
Linde PLC Shs
53
+ 10.45%
N/A
560 $263M
FNDX
Schwab Fundamental U S Large C

ETFs
109
+ 0.44%
$20.84 - $24.54 $2.27K - $2.67K
24.8K $608M
CTAS
Cintas Corp

Industrials
31
+ 2.79%
$190.11 - $227.66 $5.89K - $7.06K
1.14K $299M
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
3.2K
+ 15.71%
$9.54 - $10.33 $30.5K - $33.1K
23.6K $231M
PFE
Pfizer Inc

Healthcare
724
+ 4.53%
$21.59 - $24.84 $15.6K - $18K
16.7K $98.2M
HD
Home Depot, Inc.

Consumer Cyclical
65
+ 6.21%
$335.24 - $380.78 $21.8K - $24.8K
1.11K $408M
ECL
Ecolab Inc.

Basic Materials
24
+ 2.6%
$225.65 - $270.95 $5.42K - $6.5K
946 $255M
Activity Summary
Buys All Purchases 121 New Holdings 46 Increased Positions 75 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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