Wellspring Financial Advisors, LLC Reduced Holdings in Q1 2024

Wellspring Financial Advisors, LLC

  • $633 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-119K
- 44.28%
$100.29 - $100.71 $12M - $12M
150K $15.1B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-20.7K
- 39.82%
$106.98 - $110.63 $2.21M - $2.29M
31.2K $3.4B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-18.4K
- 20.49%
$122.28 - $131.24 $2.25M - $2.41M
71.3K $9.35B
VTV
Vanguard Value ETF

ETFs
-20.8K
- 2.15%
$147.46 - $162.86 $3.07M - $3.39M
948K $18.7B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-29.6K
- 41.82%
$50.95 - $51.48 $1.51M - $1.52M
41.2K $2.11B
VOE
Vanguard Mid Cap Value Index F

ETFs
-6.9K
- 0.87%
$141.07 - $155.91 $973K - $1.08M
790K $1.78B
VDC
Vanguard Consumer Staples ETF

ETFs
-3.32K
- 0.42%
$189.57 - $204.14 $629K - $678K
794K $1.88B
IAU
Ishares Gold Trust

ETFs
-20.2K
- 12.56%
$37.66 - $42.01 $760K - $847K
141K $5.9B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-4.04K
- 51.92%
$77.43 - $82.98 $313K - $335K
3.74K $310M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
-19.9K
- 38.94%
$8.16 - $13.3 $162K - $265K
31.2K $411M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.69K
- 20.34%
$62.43 - $65.87 $168K - $177K
10.5K $694M
DIS
Walt Disney CO

Communication Services
-2.84K
- 41.07%
$89.29 - $122.36 $253K - $347K
4.07K $498M
ORCL
Oracle Corp

Technology
-1.02K
- 38.55%
$102.46 - $129.24 $105K - $132K
1.63K $205M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.19K
- 7.42%
$153.84 - $169.37 $337K - $371K
27.3K $4.63B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-350
- 0.01%
$55.74 - $60.35 $19.5K - $21.1K
2.93M $2.93B
AMGN
Amgen Inc

Healthcare
-22
- 0.81%
$268.87 - $324.56 $5.92K - $7.14K
2.68K $763M
YI
111, Inc.

Healthcare
-434
- 10.95%
$1.01 - $1.83 $438 - $794
3.53K $209M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-53
- -0.0%
$396.28 - $446.38 $21K - $23.7K
1.44M $2.12B
AON
Aon PLC

Financial Services
-26
- 1.96%
$288.02 - $333.79 $7.49K - $8.68K
1.3K $435M
JNJ
Johnson & Johnson

Healthcare
-66
- 0.16%
$155.22 - $162.74 $10.2K - $10.7K
41.2K $6.52B
VB
Vanguard Small Cap ETF

ETFs
-97
- 1.51%
$204.0 - $228.59 $19.8K - $22.2K
6.32K $1.45B
GOOG
Alphabet Inc.

Communication Services
-266
- 2.3%
$132.56 - $154.84 $35.3K - $41.2K
11.3K $1.72B
XLI
Industrial Sector Spdr

ETFs
-2.32K
- 7.18%
$110.23 - $125.96 $256K - $292K
30K $3.78B
IWD
Ishares Russell 1000 Val ETF

ETFs
-742
- 3.5%
$161.84 - $179.11 $120K - $133K
20.4K $3.66B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.75K
- 6.21%
$491.35 - $556.4 $862K - $976K
26.5K $14.7B
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.94K
- 5.85%
$72.87 - $85.14 $433K - $505K
95.5K $8.06B
VUG
Vanguard Growth ETF

ETFs
-835
- 0.09%
$301.05 - $346.61 $251K - $289K
945K $8.38B
SPYG
Spdr Portfolio

ETFs
-1.84K
- 1.64%
$63.12 - $73.73 $116K - $136K
110K $8.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
-528
- 1.46%
$467.28 - $523.17 $247K - $276K
35.5K $18.6B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-318
- 0.47%
$294.43 - $339.01 $93.6K - $108K
67.1K $22.6B
Activity Summary
Buys All Purchases 87 New Holdings 20 Increased Positions 67 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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