Wellspring Financial Advisors, LLC Reduced Holdings in Q1 2025

Wellspring Financial Advisors, LLC

  • $899 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
-77K
- 67.31%
$192.6 - $233.2 $14.8M - $18M
37.4K $7.39B
IVV
Ishares Core S&P 500 ETF

ETFs
-5.15K
- 1.05%
$554.06 - $615.85 $2.85M - $3.17M
483K $271B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-139K
- 21.63%
$100.34 - $100.68 $14M - $14M
504K $50.7B
IEF
Ishares Barclays

ETFs
-96.8K
- 81.62%
$91.17 - $95.39 $8.83M - $9.24M
21.8K $2.08B
VTI
Vanguard Total Stock Market Et

ETFs
-9.61K
- 0.16%
$271.18 - $303.12 $2.61M - $2.91M
6.18M $53.3B
VTV
Vanguard Value ETF

ETFs
-24.5K
- 2.6%
$167.73 - $179.21 $4.11M - $4.39M
918K $14.5B
IGV
Ishares Expanded Tech Software

ETFs
-7.87K
- 0.49%
$88.3 - $107.83 $695K - $849K
1.61M $25.4B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.4K
- 1.74%
$360.07 - $417.26 $506K - $586K
79.5K $28.7B
IEMG
Ishares Inc

ETFs
-119K
- 15.17%
N/A
663K $23.4B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-15.8K
- 2.97%
$102.49 - $119.96 $1.62M - $1.9M
516K $15.6B
XLI
Industrial Sector Spdr

ETFs
-14K
- 49.86%
$128.78 - $141.67 $1.8M - $1.98M
14.1K $1.84B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.47K
- 6.03%
$522.96 - $601.18 $767K - $882K
22.9K $12.2B
IVW
Ishares S&P 500 Growth ETF

ETFs
-8.5K
- 8.96%
$92.45 - $106.69 $786K - $907K
86.3K $8.01B
JNJ
Johnson & Johnson

Healthcare
-11.6K
- 43.14%
$142.06 - $167.7 $1.65M - $1.95M
15.3K $2.54B
VUG
Vanguard Growth ETF

ETFs
-1.13K
- 0.12%
$369.1 - $427.61 $417K - $483K
944K $8.6B
RJF
Raymond James Financial Inc

Financial Services
-5.38K
- 23.65%
$137.62 - $172.64 $740K - $928K
17.4K $2.41B
SPY
Spdr S&P 500 ETF Trust

ETFs
-20
- 0.05%
$551.42 - $612.93 $11K - $12.3K
36.9K $20.6B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-212K
- 14.09%
$57.21 - $65.8 $12.1M - $13.9M
1.29M $4.05B
NVDA
Nvidia Corp

Technology
-478
- 1.57%
$106.98 - $149.43 $51.1K - $71.4K
29.9K $3.62B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-309K
- 50.74%
$507.05 - $563.67 $157M - $174M
300K $3.46B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.12K
- 14.02%
$169.43 - $182.84 $529K - $571K
19.2K $3.32B
VDC
Vanguard Consumer Staples ETF

ETFs
-2.28K
- 0.29%
$206.54 - $226.16 $470K - $515K
790K $1.04B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-6.8K
- 68.75%
$68.32 - $75.06 $465K - $510K
3.09K $231M
GOOG
Alphabet Inc.

Communication Services
-173
- 1.42%
$156.06 - $207.71 $27K - $35.9K
12K $1.88B
GOOGL
Alphabet Inc.

Communication Services
-64
- 0.84%
$154.33 - $206.19 $9.88K - $13.2K
7.51K $1.16B
VKQ
Invesco Municipal Trust

Financial Services
-18K
- 38.67%
$9.53 - $10.07 $172K - $181K
28.5K $275M
VGT
Vanguard Information Technolog

ETFs
-1
- 0.07%
$542.38 - $646.34 $542 - $646
1.52K $823M
VOE
Vanguard Mid Cap Value Index F

ETFs
-685
- 0.09%
$156.61 - $168.02 $107K - $115K
787K $1.38B
VV
Vanguard Large Cap ETF

ETFs
-169
- 3.22%
$253.32 - $282.66 $42.8K - $47.8K
5.07K $1.3B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.63K
- 3.79%
$128.74 - $138.67 $339K - $365K
66.8K $9.07B
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-8.9K
- 20.89%
$10.17 - $10.76 $90.5K - $95.8K
33.7K $347M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-7.44K
- 18.57%
$9.89 - $10.46 $73.5K - $77.8K
32.6K $325M
WMT
Walmart Inc.

Consumer Defensive
-603
- 9.64%
$84.5 - $105.05 $51K - $63.3K
5.66K $496M
DHR
Danaher Corp

Healthcare
-106
- 5.96%
$201.62 - $250.59 $21.4K - $26.6K
1.67K $343M
ABT
Abbott Laboratories

Healthcare
-801
- 34.48%
$111.1 - $140.22 $89K - $112K
1.52K $202M
VIG
Vanguard Dividend Appreciation

ETFs
-187
- 1.45%
N/A
12.7K $2.47B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-42
- 0.74%
$94.32 - $110.46 $3.96K - $4.64K
5.65K $545M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-66
- 1.5%
$121.0 - $142.28 $7.99K - $9.39K
4.32K $538M
CRM
Salesforce, Inc.

Technology
-17
- 2.22%
$268.36 - $359.95 $4.56K - $6.12K
750 $201M
IVE
Ishares S&P 500 Value ETF

ETFs
-263
- 2.14%
$185.78 - $198.58 $48.9K - $52.2K
12K $2.29B
MVF
Blackrock Munivest Fund, Inc.

Financial Services
-6.56K
- 7.56%
$7.01 - $7.34 $46K - $48.2K
80.2K $562M
TRU
Trans Union

Industrials
-253
- 9.35%
$80.45 - $100.25 $20.4K - $25.4K
2.45K $203M
AMAT
Applied Materials Inc

Technology
-91
- 5.24%
$145.06 - $195.51 $13.2K - $17.8K
1.65K $239M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-137
- 4.66%
$77.33 - $90.16 $10.6K - $12.4K
2.8K $220M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-103
- 2.89%
$120.29 - $134.6 $12.4K - $13.9K
3.46K $422M
DIS
Walt Disney CO

Communication Services
-9
- 0.35%
$96.87 - $114.0 $872 - $1.03K
2.56K $252M
BAC
Bank Of America Corp

Financial Services
-99
- 0.93%
$39.61 - $47.74 $3.92K - $4.73K
10.6K $442M
FISV
Fiserv Inc

Technology
-243
- 14.38%
N/A
1.45K $320M
NXPI
Nxp Semiconductors N.V.

Technology
-2
- 0.14%
$189.99 - $245.86 $380 - $492
1.45K $276M
Activity Summary
Buys All Purchases 51 New Holdings 4 Increased Positions 47 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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