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
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
KO
Coca Cola CO

Consumer Defensive
1.42K
+ 13.56%
$68.37 - $73.9 $96.7K - $105K
11.9K $205M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
7.45K
+ 9.28%
$6.54 - $7.1 $48.7K - $52.9K
87.7K $577M
MSCI
Msci Inc.

Financial Services
6
+ 1.63%
$506.56 - $576.74 $3.04K - $3.46K
373 $215M
LLY
Eli Lilly & CO

Healthcare
40
+ 7.33%
$713.71 - $898.95 $28.5K - $36K
586 $457M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 0.04%
$67.03 - $80.35 $67 - $80.4
2.8K $224M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
15
+ 0.49%
$68.13 - $74.77 $1.02K - $1.12K
3.11K $226M
HDV
Ishares Core High Dividend ETF

ETFs
341
+ 2.95%
$108.41 - $120.51 $37K - $41.1K
11.9K $1.39B
MSI
Motorola Solutions, Inc.

Technology
4
+ 0.72%
$394.72 - $440.39 $1.58K - $1.76K
561 $236M
SBUX
Starbucks Corp

Consumer Cyclical
54
+ 2.0%
$79.69 - $99.41 $4.3K - $5.37K
2.76K $253M
PG
Procter & Gamble CO

Consumer Defensive
99
+ 2.5%
$157.66 - $172.39 $15.6K - $17.1K
4.06K $647M
COP
Conocophillips

Energy
42
+ 1.56%
$82.66 - $106.1 $3.47K - $4.46K
2.74K $246M
AON
Aon PLC

Financial Services
23
+ 1.43%
$335.85 - $398.81 $7.72K - $9.17K
1.63K $582M
ABBV
Abb Vie Inc.

Healthcare
142
+ 3.89%
$170.16 - $206.27 $24.2K - $29.3K
3.79K $704M
AMGN
Amgen Inc

Healthcare
29
+ 1.32%
$262.28 - $309.85 $7.61K - $8.99K
2.22K $621M
XOM
Exxon Mobil Corp

Energy
141
+ 1.08%
$99.93 - $119.04 $14.1K - $16.8K
13.2K $1.42B
JNJ
Johnson & Johnson

Healthcare
283
+ 1.85%
$146.36 - $159.82 $41.4K - $45.2K
15.6K $2.39B
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
16.4K
+ 13.3%
$3.63 - $5.73 $59.6K - $94.1K
140K $539M
XLE
Energy Sector Spdr

ETFs
17.3K
+ 7.26%
$76.44 - $94.13 $1.32M - $1.62M
255K $6.23B
AAPL
Apple Inc.

Technology
2.85K
+ 4.25%
$172.42 - $223.89 $492K - $639K
70K $14.4B
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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