Wellspring Financial Advisors, LLC New Holdings in Q2 2025

Wellspring Financial Advisors, LLC

  • $996 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SOXX
Ishares Semiconductor ETF

ETFs
108K
New
$154.86 - $239.07 $16.7M - $25.8M
108K $25.7B
IWV
Ishares Russell 3000 ETF

ETFs
3.5K
New
$281.67 - $351.0 $985K - $1.23M
3.5K $1.23B
Alerian Mlp Index Etns Due January 28, 2044
37.7K
New
N/A
37.7K $1.14B
IWM
Ishares Russell 2000 ETF

ETFs
4.48K
New
$174.82 - $215.79 $783K - $967K
4.48K $967M
CCJ
Cameco Corp

Energy
6.41K
New
$36.68 - $74.46 $235K - $477K
6.41K $476M
WFC
Wells Fargo & Company

Financial Services
5.2K
New
$60.98 - $80.12 $317K - $417K
5.2K $417M
TMUS
T Mobile Us, Inc.

Communication Services
1.58K
New
$220.99 - $268.54 $350K - $425K
1.58K $377M
Mountain Lake Acquisition Corp Shs Cl A
35K
New
N/A
35K $359M
AXP
American Express CO

Financial Services
1.1K
New
$231.39 - $318.98 $253K - $349K
1.1K $349M
BSX
Boston Scientific Corp

Healthcare
2.81K
New
$89.7 - $107.41 $252K - $302K
2.81K $302M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
13K
New
$20.46 - $21.89 $267K - $285K
13K $285M
PLTR
Palantir Technologies Inc.

Technology
2.09K
New
$74.01 - $144.25 $155K - $301K
2.09K $285M
UBER
Uber Technologies, Inc

Technology
2.96K
New
$64.62 - $93.3 $191K - $276K
2.96K $276M
NEM
Newmont Corp

Basic Materials
4.61K
New
$44.18 - $59.46 $204K - $274K
4.61K $269M
Kenvue Inc Com
12.6K
New
N/A
12.6K $264M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
552
New
$328.01 - $475.68 $181K - $263K
552 $258M
CEG
Constellation Energy Corp

Utilities
789
New
$170.96 - $322.76 $135K - $255K
789 $255M
ASML
Asml Holding Nv

Technology
311
New
$595.37 - $815.24 $185K - $254K
311 $249M
HON
Honeywell International Inc

Industrials
1.07K
New
$182.86 - $232.88 $195K - $249K
1.07K $249M
TDY
Teledyne Technologies Inc

Technology
481
New
$435.54 - $512.31 $209K - $246K
481 $246M
DUK
Duke Energy Corp

Utilities
2.06K
New
$112.46 - $124.05 $231K - $255K
2.06K $243M
GS
Goldman Sachs Group Inc

Financial Services
341
New
$462.22 - $707.75 $158K - $241K
341 $241M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.48K
New
$72.96 - $90.39 $181K - $224K
2.48K $222M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
832
New
$201.28 - $266.34 $167K - $222K
832 $222M
PEP
Pepsico Inc

Consumer Defensive
1.68K
New
$128.02 - $151.37 $215K - $254K
1.68K $221M
CAT
Caterpillar Inc

Industrials
570
New
$273.94 - $388.21 $156K - $221K
570 $221M
ORCL
Oracle Corp

Technology
1.01K
New
$122.82 - $218.63 $124K - $221K
1.01K $221M
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
BKNG
Booking Holdings Inc.

Consumer Cyclical
35
New
$4164.15 - $5789.24 $146K - $203K
35 $203M
COIN
Coinbase Global, Inc.

Technology
578
New
$151.47 - $375.07 $87.5K - $217K
578 $203M
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
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
12.1K
New
$9.89 - $10.9 $120K - $132K
12.1K $125M
MIO
Pioneer Municipal High Income Opportunities Fund, Inc.
10K
New
$11.15 - $12.0 $112K - $120K
10K $118M
PMO
Putnam Municipal Opportunities Trust

Financial Services
10.5K
New
$9.46 - $10.23 $99.3K - $107K
10.5K $104M
EVEXWS
Eve Hldg Inc Wt Exp
22K
New
N/A
22K $20.3M
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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