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:
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Page 3 of 7
81369Y704
Shares:14.1K
Value:$1.8M
BERKSHIRE HATHAWAY INC
Shares:3.2K
Value:$1.7M
464287606
Shares:19.8K
Value:$1.7M
EXXON MOBIL CORP
Shares:13.1K
Value:$1.6M
464287705
Shares:11.9K
Value:$1.4M
46429B663
Shares:11.6K
Value:$1.4M
922908751
Shares:6.3K
Value:$1.4M
922908512
Shares:786.9K
Value:$1.4M
922908637
Shares:5.1K
Value:$1.3M
921910816
Shares:4.2K
Value:$1.3M
Meta Platforms, Inc.
Shares:2.2K
Value:$1.3M
Alphabet Inc.
Shares:7.5K
Value:$1.2M
ACV Auctions Inc.
Shares:80.2K
Value:$1.1M
464288257
Shares:9.6K
Value:$1.1M
VISA INC.
Shares:3.1K
Value:$1.1M
92204A207
Shares:789.7K
Value:$1.0M
JPMORGAN CHASE & CO
Shares:4.1K
Value:$1.0M
464287168
Shares:7.4K
Value:$991.6K
315948109
Shares:13.5K
Value:$968.9K
Tesla, Inc.
Shares:21.3K
Value:$826.5K