Wellspring Financial Advisors, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$898.9B
Holdings
139
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (139 positions)
| Stock | Value |
|---|---|
MCKMCKESSON CORP | $277.9M |
FTNTFORTINET INC COM | $276.4M |
NXPINXP SEMICONDUCTORS NV COM | $275.7M |
VKQINVESCO MUNICIPAL TRUST COM | $275.5M |
CITCINTAS CORP | $274.2M |
SBUXSTARBUCKS CORP | $265.4M |
KTFDWS MUNICIPAL INCOME | $263.5M |
ICEINTERCONTINENTAL EXCHANGE INC COM | $262.1M |
MUCBLACKROCK MUNIHLDNGS CALI QLTY COM | $253.8M |
DISDISNEY WALT CO COM | $252.4M |
NEENEXTERA ENERGY INC COM | $250.7M |
TTWOTAKE-TWO INTERACTIVESOFTWRE | $248.6M |
MSIMOTOROLA SOLUTIONS INC COM NEW | $243.9M |
BFKBLACKROCK MUN INCOME TR SH BEN INT | $243.5M |
AMATAPPLIED MATLS INC COM | $238.8M |
NOCNORTHROP GRUMMAN CORP COM | $237.1M |
LINLINDE PLC SHS | $236.1M |
ECLECOLAB INC COM | $233.8M |
SPLVPOWERSHARES SP500 LOW VOLATILITY ETF | $231.0M |
JAAAJANUS HENDERSON AAA CLO ETF | $225.2M |
SLYVSPDR S&P 600 SMALL CAP VALUE ETF | $219.8M |
LOWLOWES COS INC COM | $219.1M |
ABGCENCORA INC COM | $218.3M |
IWRISHARES RUSSELL MIDCAP ETF | $217.8M |
MSCIMSCI INC COM | $207.5M |
MHNBLACKROCK MUNIHLDGS NY QLTY FD COM | $206.7M |
TRUTRANSUNION COM | $203.5M |
ABTABBOTT LABS COM | $201.9M |
CRMSALESFORCE COM | $201.2M |
BLEBLACKROCK MUNI INCOME TR II COM | $200.5M |
KOCOCA COLA CO COM | $189.9M |
LPAALAUNCH ONE ACQUISITION CORP SHS CLASS A | $186.8M |
GPATGP-ACT III ACQUISITION CORP CL A | $185.2M |
MRKMERCK & CO INC | $162.5M |
RFMZRIVERNORTH FLEXIBLE MUNI INCME COM | $134.2M |
INTCINTEL CORP COM | $91.2M |
PFEPFIZER INC COM | $74.0M |
BRCCBRC INC COM CL A | $41.3M |
DRIOEURDARIOHEALTH CORP COM NEW | $30.6M |
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