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| Name: |
WealthSpring Partners LLC |
| City: |
LONG BEACH |
| State: |
CA |
| Zip: |
90815 |
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data |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GOOG |
Alphabet Inc |
33 |
- |
$175.95 |
$631,000 |
4,782 |
0.47% |
52,000 |
0 |
0 |
Search Engines & Info... |
|
|
CHD |
Church & Dwight Co Inc |
35 |
- |
$107.38 |
$596,000 |
6,506 |
0.45% |
-56,000 |
0 |
0.003 |
Cleaning Products |
|
|
ITOT |
iShares Core S&P Total US |
40 |
- |
$116.65 |
$506,000 |
5,368 |
0.38% |
-19,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
JEPI |
Jpmorgan Equity Premium Inc... |
41 |
- |
$0.00 |
$500,000 |
9,344 |
0.37% |
-17,000 |
0 |
0.001 |
N/A |
|
|
TSLA |
Tesla Motors Inc |
43 |
- |
$177.81 |
$455,000 |
1,818 |
0.34% |
-21,000 |
0 |
0 |
Auto Manufacturers |
|
|
ABBV |
Abbvie Inc. |
48 |
- |
$169.42 |
$366,000 |
2,456 |
0.27% |
35,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
PSA |
Public Storage Inc |
55 |
- |
$273.82 |
$330,000 |
1,252 |
0.25% |
-35,000 |
0 |
0.001 |
REIT - Industrial |
|
|
PEP |
Pepsico Inc |
56 |
- |
$171.04 |
$305,000 |
1,800 |
0.23% |
-28,000 |
0 |
0 |
Beverage Soft Drinks... |
|
|
DE |
Deere & Co |
57 |
- |
$368.58 |
$302,000 |
800 |
0.23% |
-22,000 |
0 |
0 |
Farm & Construction M... |
|
|
NVS |
Novartis AG (ADR) |
59 |
- |
$105.33 |
$271,000 |
2,656 |
0.2% |
3,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
CR |
Crane Co |
60 |
- |
$141.98 |
$270,000 |
3,036 |
0.2% |
-1,000 |
0 |
0.005 |
N/A |
|
|
FB |
Meta Platforms Inc |
62 |
- |
$492.96 |
$255,000 |
850 |
0.19% |
11,000 |
0 |
0 |
Internet Service Prov... |
|
|
TMO |
Thermo Fisher Scientific |
67 |
- |
$581.09 |
$211,000 |
418 |
0.16% |
-7,000 |
0 |
0 |
Medical Laboratories ... |
|
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HSPX |
Global X S&P 500 Covered Ca... |
69 |
- |
$0.00 |
$204,000 |
5,250 |
0.15% |
-12,000 |
0 |
0.005 |
N/A |
|
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EXG |
Eaton Vance Tax-Managed Glo... |
70 |
- |
$8.39 |
$170,000 |
23,090 |
0.13% |
-13,000 |
0 |
0.008 |
Closed - End Fund - E... |
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