Wellspring Financial Advisors, LLC Sells in Q2 2025

Wellspring Financial Advisors, LLC

  • $996 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-216K
- 42.83%
$100.35 - $100.71 $21.7M - $21.7M
288K $29B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-49.2K
- 13.4%
$82.21 - $83.12 $4.05M - $4.09M
318K $26.4B
XLY
Select Sector Spdr Consumer Di

ETFs
-8.85K
- 23.66%
$176.34 - $218.59 $1.56M - $1.93M
28.6K $6.21B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3.14K
- 13.72%
$468.22 - $566.51 $1.47M - $1.78M
19.7K $11.2B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-6.46K
- 9.67%
$121.58 - $136.74 $786K - $884K
60.4K $8.19B
VTV
Vanguard Value ETF

ETFs
-6.35K
- 0.69%
$153.67 - $176.74 $975K - $1.12M
911K $13.7B
IEF
Ishares Barclays

ETFs
-8.01K
- 36.72%
$93.15 - $96.56 $746K - $773K
13.8K $1.32B
UNH
Unitedhealth Group Inc

Healthcare
-128
- 10.13%
$274.35 - $599.47 $35.1K - $76.7K
1.14K $354M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-21.3K
- 63.27%
$9.72 - $10.39 $207K - $222K
12.4K $123M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-2.13K
- 17.9%
$103.88 - $123.68 $222K - $264K
9.79K $1.21B
DHR
Danaher Corp

Healthcare
-423
- 25.3%
$174.64 - $205.16 $73.9K - $86.8K
1.25K $247M
VOE
Vanguard Mid Cap Value Index F

ETFs
-617
- 0.08%
$141.87 - $164.49 $87.5K - $101K
786K $1.29B
DVY
Ishares Tr

ETFs
-559
- 7.57%
$118.37 - $134.86 $66.2K - $75.4K
6.83K $906M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-48
- 7.51%
$390.26 - $489.06 $18.7K - $23.5K
591 $240M
VDC
Vanguard Consumer Staples ETF

ETFs
-304
- 0.04%
$204.89 - $224.73 $62.3K - $68.3K
789K $973M
NXPI
Nxp Semiconductors N.V.

Technology
-475
- 32.74%
$153.5 - $218.72 $72.9K - $104K
976 $213M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.2K
- 6.28%
$152.93 - $181.74 $184K - $218K
18K $3.26B
INTC
Intel Corp

Technology
-935
- 7.97%
$18.13 - $22.69 $17K - $21.2K
10.8K $46.2M
NEE
Nextera Energy Inc

Utilities
-204
- 5.77%
$64.11 - $75.0 $13.1K - $15.3K
3.33K $231M
MCK
Mckesson Corp

Healthcare
-52
- 12.59%
$652.83 - $732.78 $33.9K - $38.1K
361 $265M
MRK
Merck & Co., Inc.

Healthcare
-1.2K
- 7.2%
$73.47 - $87.12 $88.2K - $105K
15.5K $156M
ARHS
Arhaus, Inc.

Consumer Cyclical
-4.43K
- 1.34%
$7.06 - $8.98 $31.3K - $39.8K
327K $585M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3
- -0.0%
$91.43 - $91.74 $274 - $275
61.7K $5.66B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-170
- 3.01%
$83.8 - $101.39 $14.2K - $17.2K
5.48K $555M
ABC
Amerisourcebergen Corp

Healthcare
-10
- 1.27%
N/A
775 $232M
HWM
Howmet Aerospace Inc.

Industrials
-566
- 24.67%
$112.33 - $186.13 $63.6K - $105K
1.73K $322M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-95
- 2.75%
$108.12 - $135.04 $10.3K - $12.8K
3.36K $454M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-977
- 4.93%
$73.7 - $90.98 $72K - $88.9K
18.9K $1.72B
VB
Vanguard Small Cap ETF

ETFs
-1
- 0.02%
$193.73 - $237.37 $194 - $237
6.31K $1.5B
VV
Vanguard Large Cap ETF

ETFs
-148
- 2.92%
$228.25 - $285.3 $33.8K - $42.2K
4.93K $1.41B
ACWI
Ishares Msci Acwi ETF

ETFs
-80
- 0.84%
$103.59 - $128.6 $8.29K - $10.3K
9.49K $1.22B
VIG
Vanguard Dividend Appreciation

ETFs
-5
- 0.04%
N/A
12.7K $2.61B
IWD
Ishares Russell 1000 Val ETF

ETFs
-111
- 0.26%
$166.82 - $194.23 $18.5K - $21.6K
42.3K $8.22B
BITQ
Exchange Traded Concepts Tr Bi

ETFs
-100
- 0.32%
$10.8 - $19.72 $1.08K - $1.97K
31.4K $619M
TSLA
Tesla, Inc.

Consumer Cyclical
-5.95K
- 27.96%
$221.86 - $362.89 $1.32M - $2.16M
15.3K $1.18B
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-70.9K
- 4.12%
$29.44 - $33.91 $2.09M - $2.4M
1.65M $53.9B
VUG
Vanguard Growth ETF

ETFs
-1.13K
- 0.12%
$329.49 - $438.4 $372K - $495K
943K $9.49B
SPYG
Spdr Portfolio

ETFs
-2.23K
- 2.66%
$71.83 - $95.32 $160K - $212K
81.4K $7.76B
IEMG
Ishares Inc

ETFs
-12.4K
- 1.87%
N/A
651K $24.8B
MSFT
Microsoft Corp

Technology
-87K
- 8.69%
$354.56 - $497.45 $30.9M - $43.3M
915K $7.83B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.82K
- 4.81%
$320.42 - $424.58 $1.22M - $1.62M
75.6K $32.1B
IGV
Ishares Expanded Tech Software

ETFs
-906
- 0.06%
$80.15 - $109.5 $72.6K - $99.2K
1.61M $30.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.08K
- 1.03%
$456.74 - $568.03 $1.4M - $1.75M
297K $9.17B
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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