WELLSPRING FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ABBV | 4K | $1.03M |
 | PG | 4K | $629.74K |
 | BRK-B | 4K | $1.79M |
 | JPM | 4K | $1.11M |
 | MO | 3K | $222.02K |
 | ABT | 3K | $449.19K |
 | UBER | 3K | $291.95K |
 | TJX | 3K | $428.45K |
 | V | 3K | $979.42K |
 | ORCL | 3K | $800.48K |
 | GEHC | 3K | $210.28K |
 | CRH | 3K | $316.78K |
 | DIS | 3K | $299.43K |
 | BX | 3K | $437.55K |
 | SCHW | 3K | $243.45K |
 | COST | 3K | $2.33M |
 | RTX | 3K | $420.10K |
 | SBUX | 2K | $206.98K |
 | CVX | 2K | $347.15K |
 | META | 2K | $1.63M |
AbbVie Inc.
ABBV
Shares Held
4K
Value
$1.03M
The Procter & Gamble Company
PG
Shares Held
4K
Value
$629.74K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.79M
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.11M
Altria Group, Inc.
MO
Shares Held
3K
Value
$222.02K
Abbott Laboratories
ABT
Shares Held
3K
Value
$449.19K
Uber Technologies, Inc.
UBER
Shares Held
3K
Value
$291.95K
The TJX Companies, Inc.
TJX
Shares Held
3K
Value
$428.45K
Visa Inc.
V
Shares Held
3K
Value
$979.42K
Oracle Corporation
ORCL
Shares Held
3K
Value
$800.48K
GE HealthCare Technologies Inc.
GEHC
Shares Held
3K
Value
$210.28K
CRH plc
CRH
Shares Held
3K
Value
$316.78K
The Walt Disney Company
DIS
Shares Held
3K
Value
$299.43K
Blackstone Inc.
BX
Shares Held
3K
Value
$437.55K
The Charles Schwab Corporation
SCHW
Shares Held
3K
Value
$243.45K
Costco Wholesale Corporation
COST
Shares Held
3K
Value
$2.33M
RTX Corporation
RTX
Shares Held
3K
Value
$420.10K
Starbucks Corporation
SBUX
Shares Held
2K
Value
$206.98K
Chevron Corporation
CVX
Shares Held
2K
Value
$347.15K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.63M