Wellspring Financial Advisors, LLC Incresed Positions in Q3 2024

Wellspring Financial Advisors, LLC

  • $838 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
436K
+ 275.19%
$100.3 - $100.74 $43.7M - $43.9M
594K $59.8B
IVV
Ishares Core S&P 500 ETF

ETFs
14.9K
+ 3.95%
$520.18 - $576.82 $7.75M - $8.6M
392K $226B
IWF
Ishares Russell 1000 Gr ETF

ETFs
15.6K
+ 23.26%
$332.02 - $382.76 $5.17M - $5.96M
82.5K $31B
IWD
Ishares Russell 1000 Val ETF

ETFs
23K
+ 116.93%
$173.36 - $189.8 $3.98M - $4.36M
42.6K $8.09B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
185K
+ 8.78%
$117.9 - $128.2 $21.8M - $23.8M
2.3M $45.7B
IEFA
Ishares Tr

ETFs
14.3K
+ 2.72%
$70.09 - $78.74 $1M - $1.13M
540K $42.1B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
32K
+ 24.13%
$81.31 - $83.29 $2.6M - $2.67M
165K $13.7B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.32K
+ 2.07%
$105.53 - $118.34 $983K - $1.1M
459K $15.4B
IEMG
Ishares Inc

ETFs
38.8K
+ 9.63%
$53.64 - $53.64 $2.08M - $2.08M
442K $23.6B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
213K
+ 16.67%
$57.32 - $62.65 $12.2M - $13.3M
1.49M $4.94B
NVDA
Nvidia Corp

Technology
11.4K
+ 32.82%
$98.91 - $134.91 $1.13M - $1.54M
46.2K $5.99B
MSFT
Microsoft Corp

Technology
137K
+ 1029.23%
$395.15 - $467.56 $54.1M - $64M
150K $7.11B
AVGO
Broadcom Inc.

Technology
9.55K
+ 2704.25%
$136.27 - $1745.86 $1.3M - $16.7M
9.9K $1.71B
GOOGL
Alphabet Inc.

Communication Services
4.94K
+ 70.86%
$148.65 - $191.18 $735K - $945K
11.9K $1.98B
IGV
Ishares Expanded Tech Software

ETFs
1.98K
+ 0.13%
$77.94 - $89.37 $154K - $177K
1.55M $20.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
535K
+ 8236.22%
$475.2 - $527.7 $254M - $282M
541K $3.91B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.21K
+ 4.49%
$162.83 - $179.16 $198K - $218K
28.2K $5.06B
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.25K
+ 21.46%
$84.81 - $93.54 $361K - $398K
24.1K $2.21B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.66K
+ 22.32%
$111.9 - $124.28 $298K - $331K
14.6K $1.8B
FISV
Fiserv Inc

Technology
2.1K
+ 123.79%
N/A
3.8K $683M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
41K
+ 60.87%
$7.19 - $7.61 $295K - $312K
108K $823M
COST
Costco Wholesale Corp

Consumer Defensive
269
+ 11.16%
$801.83 - $917.05 $216K - $247K
2.68K $2.37B
TSLA
Tesla, Inc.

Consumer Cyclical
9.35K
+ 334.27%
$191.76 - $263.26 $1.79M - $2.46M
12.2K $858M
MA
Mastercard Inc

Financial Services
356
+ 25.67%
$429.6 - $500.99 $153K - $178K
1.74K $861M
BAC
Bank Of America Corp

Financial Services
6.25K
+ 59.11%
$36.65 - $44.13 $229K - $276K
16.8K $668M
SPGI
S&P Global Inc.

Financial Services
384
+ 59.17%
$446.32 - $527.38 $171K - $203K
1.03K $534M
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
17K
+ 30.52%
$12.25 - $12.54 $209K - $214K
72.9K $917M
UNH
Unitedhealth Group Inc

Healthcare
224
+ 18.74%
$488.01 - $604.18 $109K - $135K
1.42K $830M
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.08%
$182.15 - $182.15 $1.82K - $1.82K
12.9K $2.56B
IVE
Ishares S&P 500 Value ETF

ETFs
29
+ 0.24%
$181.06 - $197.17 $5.25K - $5.72K
12.2K $2.41B
DHR
Danaher Corp

Healthcare
462
+ 27.29%
$239.25 - $280.76 $111K - $130K
2.16K $599M
JPM
Jpmorgan Chase & CO

Financial Services
650
+ 17.69%
$194.9 - $224.8 $127K - $146K
4.33K $912M
SPYG
Spdr Portfolio

ETFs
141K
+ 135.05%
$73.38 - $84.1 $10.3M - $11.9M
245K $8.53B
TMO
Thermo Fisher Scientific Inc.

Healthcare
206
+ 43.37%
$531.86 - $624.21 $110K - $129K
681 $421M
HD
Home Depot, Inc.

Consumer Cyclical
205
+ 20.1%
$333.64 - $405.2 $68.4K - $83.1K
1.23K $496M
XLE
Energy Sector Spdr

ETFs
1.48K
+ 54.65%
$84.35 - $93.39 $125K - $138K
4.19K $368M
HDV
Ishares Core High Dividend ETF

ETFs
118
+ 1.05%
$107.62 - $118.76 $12.7K - $14K
11.4K $1.34B
LLY
Eli Lilly & CO

Healthcare
141
+ 22.17%
$772.14 - $960.02 $109K - $135K
777 $689M
RTX
Raytheon Technologies Corp

Industrials
515
+ 22.71%
$99.55 - $123.34 $51.3K - $63.5K
2.78K $337M
PG
Procter & Gamble CO

Consumer Defensive
432
+ 10.42%
$160.76 - $177.82 $69.4K - $76.8K
4.58K $793M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
500
+ 14.43%
$127.29 - $141.5 $63.6K - $70.8K
3.97K $553M
V
Visa Inc.

Financial Services
184
+ 5.4%
$253.74 - $291.56 $46.7K - $53.6K
3.59K $987M
VV
Vanguard Large Cap ETF

ETFs
78
+ 1.5%
$236.92 - $263.4 $18.5K - $20.5K
5.29K $1.39B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
44
+ 0.45%
$64.57 - $71.76 $2.84K - $3.16K
9.85K $707M
ICE
Intercontinental Exchange, Inc.

Financial Services
169
+ 10.12%
$136.93 - $162.81 $23.1K - $27.5K
1.84K $295M
PEP
Pepsico Inc

Consumer Defensive
317
+ 13.33%
$161.9 - $179.3 $51.3K - $56.8K
2.7K $458M
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.65%
$213.3 - $270.78 $1.28K - $1.62K
923 $250M
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
1.6K
+ 3.7%
$11.89 - $12.87 $19K - $20.6K
44.8K $567M
FNDX
Schwab Fundamental U S Large C

ETFs
73
+ 0.9%
$65.36 - $71.76 $4.77K - $5.24K
8.14K $584M
Activity Summary
Buys All Purchases 92 New Holdings 32 Increased Positions 60 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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