Wellspring-Financial-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
139
Total Value
898855051
Accession Number
0001104659-25-049166
Form Type
13F-HR
Manager Name
Wellspring-Financial-Advisors
Data Enrichment
83% identified
116 identified23 unidentified

Holdings

139 positions
Manager:
Search and click to pin securities to the top
Page 2 of 7
81369Y506
Shares:237.7K
Value:$6.8M
78464A409
Shares:83.6K
Value:$6.7M
464285204
Shares:102.7K
Value:$6.1M
78468R663
Shares:61.7K
Value:$5.7M
MICROSOFT CORP
Shares:1.0M
Value:$5.4M
AMAZON COM INC
Shares:24.1K
Value:$4.6M
464287507
Shares:1.3M
Value:$4.0M
NVIDIA CORP
Shares:29.9K
Value:$3.6M
922908363
Shares:299.8K
Value:$3.5M
46137V357
Shares:19.2K
Value:$3.3M
921909768
Shares:2.9M
Value:$2.9M
COSTCO WHOLESALE CORP /NEW
Shares:3.0K
Value:$2.8M
81369Y803
Shares:13.6K
Value:$2.8M
JOHNSON & JOHNSON
Shares:15.3K
Value:$2.5M
921908844
Shares:12.7K
Value:$2.5M
RAYMOND JAMES FINANCIAL INC
Shares:17.4K
Value:$2.4M
464287408
Shares:12.0K
Value:$2.3M
INVESCO QQQ TRUST, SERIES 1
Shares:1.4M
Value:$2.2M
464287440
Shares:21.8K
Value:$2.1M
Alphabet Inc.
Shares:12.0K
Value:$1.9M