Wellspring Financial Advisors, LLC Incresed Positions in Q2 2025

Wellspring Financial Advisors, LLC

  • $996 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
8.04K
+ 1.67%
$498.8 - $620.9 $4.01M - $4.99M
491K $305B
IEFA
Ishares Tr

ETFs
59.2K
+ 4.91%
$67.83 - $84.09 $4.01M - $4.98M
1.27M $63.6B
VTI
Vanguard Total Stock Market Et

ETFs
2.64K
+ 0.04%
$243.75 - $303.93 $644K - $802K
6.18M $59.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
613K
+ 1661.46%
$496.48 - $617.85 $304M - $379M
650K $23.5B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15.7K
+ 0.57%
$114.78 - $133.31 $1.8M - $2.09M
2.79M $64B
NVDA
Nvidia Corp

Technology
6.34K
+ 21.21%
$94.31 - $157.99 $598K - $1M
36.2K $6.09B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.01K
+ 2.33%
$82.96 - $110.1 $167K - $221K
88.3K $9.72B
AMZN
Amazon Com Inc

Consumer Cyclical
2.77K
+ 11.46%
$167.32 - $223.3 $463K - $618K
26.9K $5.9B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.62K
+ 0.31%
$90.56 - $109.49 $147K - $177K
517K $16.8B
AVGO
Broadcom Inc.

Technology
2.19K
+ 49.9%
$146.29 - $275.65 $321K - $604K
6.59K $1.82B
XLK
Technology Sector Spdr

ETFs
788
+ 5.79%
$179.73 - $253.23 $142K - $200K
14.4K $3.65B
META
Meta Platforms, Inc.

Communication Services
424
+ 18.87%
$484.66 - $738.09 $205K - $313K
2.67K $1.97B
GOOGL
Alphabet Inc.

Communication Services
2.61K
+ 34.73%
$144.7 - $178.6 $378K - $466K
10.1K $1.78B
IWR
Ishares Russell Mid Cap ETF

ETFs
5.33K
+ 208.01%
$74.88 - $91.97 $399K - $490K
7.89K $725M
COST
Costco Wholesale Corp

Consumer Defensive
333
+ 11.17%
$908.13 - $1056.85 $302K - $352K
3.31K $3.28B
BAC
Bank Of America Corp

Financial Services
7.87K
+ 74.25%
$34.39 - $47.46 $271K - $374K
18.5K $874M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.37K
+ 0.18%
$51.16 - $62.02 $121K - $147K
1.29M $4.37B
JPM
Jpmorgan Chase & CO

Financial Services
317
+ 7.64%
$210.28 - $289.91 $66.7K - $91.9K
4.47K $1.29B
VEA
Vanguard Ftse Developed Market

ETFs
3.55K
+ 37.73%
$45.65 - $57.01 $162K - $202K
13K $739M
GOOG
Alphabet Inc.

Communication Services
25
+ 0.21%
$146.58 - $180.01 $3.66K - $4.5K
12K $2.14B
RJF
Raymond James Financial Inc

Financial Services
15
+ 0.09%
$123.65 - $153.88 $1.85K - $2.31K
17.4K $2.66B
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
MA
Mastercard Inc

Financial Services
201
+ 15.31%
$479.92 - $590.74 $96.5K - $119K
1.51K $849M
GE
General Electric CO

Industrials
140
+ 9.73%
$166.81 - $257.39 $23.4K - $36K
1.58K $406M
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
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
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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