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  Name: Wellspring Financial Advisors LLC
  City: Cleveland
  State: OH
  Zip: 44124
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $632,963,000
  Total Value Change : $231,073,000
  Securities Held Change : 6
   
All Securities Held : 142
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 18     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (LLY)1 Year Chart         LLY Eli Lilly & Co New $771.55 $305,000 392 % 305,000 392 0    N/A
   (CRHCF)1 Year Chart         CRHCF CRH Plc New $80.32 $281,000 3,259 % 281,000 3,259 0    N/A
   (COP)1 Year Chart         COP ConocoPhillips New $123.39 $280,000 2,197 % 280,000 2,197 0    N/A
   (AMAT)1 Year Chart         AMAT Applied Materials Inc New $206.33 $239,000 1,160 % 239,000 1,160 0    N/A
   (HLT)1 Year Chart         HLT Hilton Worldwide Holdings Inc. New $203.48 $235,000 1,104 % 235,000 1,104 0    N/A
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc New $285.28 $229,000 737 % 229,000 737 0    N/A
   (AZO)1 Year Chart         AZO Autozone Inc New $2,987.05 $224,000 71 % 224,000 71 0    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc New $131.20 $224,000 1,699 % 224,000 1,699 0    Drug Manufacturers - ...
   (LIN)1 Year Chart         LIN Linde Plc New $429.86 $222,000 479 % 222,000 479 0    N/A
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific New $577.93 $221,000 380 % 221,000 380 0    N/A
   (TRU)1 Year Chart         TRU Transunion New $78.11 $216,000 2,705 % 216,000 2,705 0    N/A
   (ETN)1 Year Chart         ETN Eaton Corp New $333.26 $213,000 681 % 213,000 681 0    N/A
   (NFLX)1 Year Chart         NFLX Netflix Inc New $612.09 $210,000 345 % 210,000 345 0    N/A
   (RTX)1 Year Chart         RTX RTX Corp New $101.02 $209,000 2,143 % 209,000 2,143 0    Conglomerates
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) New $128.66 $205,000 1,593 % 205,000 1,593 0    N/A
   (FISV)1 Year Chart         FISV Fiserv Inc New $154.67 $201,000 1,257 % 201,000 1,257 0    N/A
   (SHCR)1 Year Chart         SHCR Falcon Capital Acquisition ... New $0.68 $49,000 63,423 % 49,000 63,423 0    N/A
   (FSR)1 Year Chart         FSR Fisker Inc. New $0.04 $8,000 403,086 % 8,000 403,086 0    N/A

      18 Records Found
  1    
Page 1 of 1
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