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| Name: |
WealthSpring Partners LLC |
| City: |
LONG BEACH |
| State: |
CA |
| Zip: |
90815 |
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data |
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| Holdings
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18 |
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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 |
|
SPY |
Standard & Poors Depository... |
8 |
- |
$529.45 |
$5,733,000 |
13,412 |
4.28% |
-236,000 |
-54 |
0 |
Closed - End Fund - E... |
|
|
BRK.B |
Berkshire Hathaway B |
10 |
- |
$416.94 |
$4,348,000 |
12,412 |
3.25% |
112,000 |
-10 |
0.001 |
Property & Casualty I... |
|
|
COST |
Costco Wholesale Corp |
13 |
- |
$795.81 |
$2,408,000 |
4,262 |
1.8% |
109,000 |
-8 |
0.001 |
Discount, Variety Stores |
|
|
AMZN |
Amazon.com Inc |
15 |
- |
$184.70 |
$2,020,000 |
15,888 |
1.51% |
-70,000 |
-148 |
0 |
Internet Software & S... |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
16 |
- |
$551.69 |
$1,759,000 |
3,852 |
1.31% |
-123,000 |
-76 |
0.009 |
Closed - End Fund - E... |
|
|
TIP |
iShares Lehman TIPS Bond |
17 |
- |
$106.58 |
$1,271,000 |
12,254 |
0.95% |
-209,000 |
-1,501 |
0.001 |
Closed - End Fund - E... |
|
|
NVDA |
NVIDIA Corporation |
18 |
- |
$924.79 |
$1,227,000 |
2,822 |
0.92% |
-4,000 |
-88 |
0 |
Semiconductor - Speci... |
|
|
JPM |
JP Morgan Chase & Co |
21 |
- |
$204.79 |
$978,000 |
6,740 |
0.73% |
-53,000 |
-348 |
0 |
Domestic Money Center... |
|
|
HDV |
Ishares High Dividend Equit... |
29 |
- |
$111.68 |
$783,000 |
7,914 |
0.59% |
-54,000 |
-388 |
0.009 |
N/A |
|
|
GLD |
streetTRACKS Gold Trust |
30 |
- |
$223.66 |
$751,000 |
4,380 |
0.56% |
-45,000 |
-86 |
0.001 |
Closed - End Fund - E... |
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HD |
Home Depot Inc |
32 |
- |
$344.21 |
$645,000 |
2,136 |
0.48% |
-26,000 |
-23 |
0 |
Home Improvement Stores |
|
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DIS |
Walt Disney Co |
36 |
- |
$103.25 |
$549,000 |
6,772 |
0.41% |
-71,000 |
-168 |
0 |
Entertainment - Diver... |
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SYK |
Stryker Corp |
39 |
- |
$334.68 |
$509,000 |
1,864 |
0.38% |
-63,000 |
-12 |
0 |
Medical Instruments &... |
|
|
V |
Visa Inc |
44 |
- |
$280.10 |
$434,000 |
1,886 |
0.32% |
-67,000 |
-226 |
0 |
Business Services |
|
|
AMGN |
Amgen Inc |
46 |
- |
$312.47 |
$401,000 |
1,494 |
0.3% |
65,000 |
-20 |
0 |
Biotechnology |
|
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BA |
Boeing Co |
53 |
- |
$184.95 |
$353,000 |
1,842 |
0.26% |
-213,000 |
-840 |
0 |
Aerospace/Defense - M... |
|
|
WFC |
Wells Fargo & Co |
54 |
- |
$61.08 |
$345,000 |
8,455 |
0.26% |
-101,000 |
-1,991 |
0 |
Domestic Money Center... |
|
|
EPD |
Enterprise Products Partner... |
66 |
- |
$28.56 |
$213,000 |
7,770 |
0.16% |
-9,000 |
-658 |
0 |
Independent Oil & Gas |
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