News + Filings Holdings
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Wellspring Financial Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| LQD | OPTIONS | 52,762 | 52,762 | 5,705,718,000 | 5,705,718,000 | 1.61 | |
Hist
| 06/30/2023 |
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BlackRock Funds III
| CSJ | Common | 70,019 | 70,019 | 3,512,867,000 | 3,512,867,000 | 0.99 | |
Hist
| 06/30/2023 |
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PELOTON INTERACTIVE, INC.
| PTON | Common | 41,385 | 41,385 | 318,251,000 | 318,251,000 | 0.09 | |
Hist
| 06/30/2023 |
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ORACLE CORP
| ORCL | Common | 1,904 | 1,904 | 226,732,000 | 226,732,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
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Salesforce, Inc.
| CRM | Common | 974 | 974 | 205,767,000 | 205,767,000 | 0.06 | |
Hist
| 06/30/2023 |
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NXP Semiconductors N.V.
| NXPI | COM | 987 | 987 | 201,932,000 | 201,932,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
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