Wellspring Financial Advisors, LLC Incresed Positions in Q3 2025

Wellspring Financial Advisors, LLC

  • $1.09 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
386K
+ 30.51%
$81.7 - $87.53 $31.5M - $33.8M
1.65M $94.8B
AAAU
Goldman Sachs Physical Gold ETF

ETFs
340K
+ 20.63%
$32.29 - $38.12 $11M - $13M
1.99M $75.8B
XLK
Technology Sector Spdr

ETFs
51.1K
+ 354.86%
$250.97 - $282.66 $12.8M - $14.4M
65.5K $18.5B
SOXX
Ishares Semiconductor ETF

ETFs
37.3K
+ 34.56%
$236.93 - $271.12 $8.83M - $10.1M
145K $39.4B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
121K
+ 4.32%
$132.9 - $142.03 $16M - $17.1M
2.91M $73.8B
IEMG
Ishares Inc

ETFs
70.4K
+ 10.81%
N/A
721K $29.9B
IWF
Ishares Russell 1000 Gr ETF

ETFs
495
+ 0.65%
$420.11 - $472.68 $208K - $234K
76.1K $35.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32K
+ 10.78%
$567.77 - $614.76 $18.2M - $19.7M
329K $11.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
64K
+ 9.84%
$617.65 - $666.84 $39.5M - $42.7M
714K $25.4B
IGV
Ishares Expanded Tech Software

ETFs
79
+ 0.0%
$105.96 - $117.79 $8.37K - $9.31K
1.61M $32.3B
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
33.5K
+ 256.71%
$21.84 - $22.63 $731K - $757K
46.5K $1.04B
JNJ
Johnson & Johnson

Healthcare
654
+ 4.19%
$155.17 - $185.42 $101K - $121K
16.3K $3.02B
VUG
Vanguard Growth ETF

ETFs
92.7K
+ 9.83%
$433.97 - $484.08 $40.2M - $44.9M
1.04M $10.1B
ORCL
Oracle Corp

Technology
1.84K
+ 181.78%
$218.96 - $328.33 $402K - $603K
2.85K $800M
TSLA
Tesla, Inc.

Consumer Cyclical
2.17K
+ 14.14%
$293.94 - $444.72 $638K - $965K
17.5K $1.63B
ABBV
Abb Vie Inc.

Healthcare
675
+ 17.8%
$184.85 - $231.54 $125K - $156K
4.47K $1.03B
Fidelity Wise Origin Bitcoin Fund
1.41K
+ 6.56%
N/A
22.8K $2.28B
ABT
Abbott Laboratories

Healthcare
1.42K
+ 73.51%
$120.51 - $136.62 $171K - $194K
3.35K $449M
XOM
Exxon Mobil Corp

Energy
1.06K
+ 8.0%
$105.83 - $117.22 $112K - $124K
14.3K $1.61B
MGK
Vanguard Mega Cap Growth ETF

ETFs
4
+ 0.1%
$362.31 - $405.74 $1.45K - $1.62K
4.21K $1.69B
IVE
Ishares S&P 500 Value ETF

ETFs
22
+ 0.18%
$194.44 - $206.51 $4.28K - $4.54K
12.1K $2.49B
DVY
Ishares Tr

ETFs
401
+ 5.88%
$133.88 - $142.57 $53.7K - $57.2K
7.23K $1.03B
ASML
Asml Holding Nv

Technology
68
+ 21.86%
$689.63 - $968.09 $46.9K - $65.8K
379 $367M
PLTR
Palantir Technologies Inc.

Technology
113
+ 5.41%
$130.68 - $186.97 $14.8K - $21.1K
2.2K $402M
VV
Vanguard Large Cap ETF

ETFs
8
+ 0.16%
$285.05 - $309.14 $2.28K - $2.47K
4.93K $1.52B
IJK
Ishares S&P Midcap 400 Growth

ETFs
7
+ 0.04%
$91.28 - $97.59 $639 - $683
18.9K $1.81B
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
7.49K
+ 31.62%
$10.02 - $10.85 $75.1K - $81.3K
31.2K $338M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.0%
$546.99 - $602.2 $547 - $602
1.44M $2.43B
GE
General Electric CO

Industrials
28
+ 1.77%
$244.75 - $305.63 $6.85K - $8.56K
1.61K $483M
HDV
Ishares Core High Dividend ETF

ETFs
91
+ 0.76%
$118.16 - $123.66 $10.8K - $11.3K
12K $1.47B
INTC
Intel Corp

Technology
420
+ 3.89%
$19.31 - $35.5 $8.11K - $14.9K
11.2K $117M
PFE
Pfizer Inc

Healthcare
1.51K
+ 9.02%
$23.29 - $25.88 $35.1K - $39K
18.2K $162M
UNH
Unitedhealth Group Inc

Healthcare
59
+ 5.19%
$237.77 - $353.61 $14K - $20.9K
1.2K $413M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8
+ 0.83%
$224.68 - $282.71 $1.8K - $2.26K
972 $271M
RIG
Transocean Ltd.

Energy
7.15K
+ 13.0%
$2.55 - $3.64 $18.2K - $26K
62.2K $194M
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 1.08%
$357.4 - $423.42 $4.29K - $5.08K
1.12K $455M
FNDX
Schwab Fundamental U S Large C

ETFs
102
+ 0.41%
$24.38 - $26.34 $2.49K - $2.69K
24.9K $654M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
7
+ 0.16%
$131.47 - $143.64 $920 - $1.01K
4.34K $614M
KO
Coca Cola CO

Consumer Defensive
320
+ 2.7%
$65.67 - $71.67 $21K - $22.9K
12.2K $237M
PEP
Pepsico Inc

Consumer Defensive
100
+ 5.96%
$133.81 - $152.16 $13.4K - $15.2K
1.78K $250M
CEG
Constellation Energy Corp

Utilities
26.1K
+ 3304.56%
$298.82 - $354.89 $7.79M - $9.25M
26.9K $281M
UBER
Uber Technologies, Inc

Technology
21
+ 0.71%
$86.91 - $99.57 $1.83K - $2.09K
2.98K $292M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
100
+ 0.83%
$10.08 - $10.96 $1.01K - $1.1K
12.2K $132M
COIN
Coinbase Global, Inc.

Technology
40
+ 6.92%
$297.99 - $419.78 $11.9K - $16.8K
618 $209M
Ge Healthcare Technologies Inc Common Stock
39
+ 1.41%
N/A
2.8K $210M
Linde PLC Shs
3
+ 0.54%
N/A
563 $267M
AON
Aon PLC

Financial Services
10
+ 0.61%
$350.91 - $375.27 $3.51K - $3.75K
1.64K $586M
LLY
Eli Lilly & CO

Healthcare
16
+ 2.73%
$625.65 - $812.69 $10K - $13K
602 $459M
PG
Procter & Gamble CO

Consumer Defensive
41
+ 1.01%
$150.47 - $161.22 $6.17K - $6.61K
4.1K $630M
Activity Summary
Buys All Purchases 76 New Holdings 24 Increased Positions 52 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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