Portfolio (Quarterly)
Guide ↗
Bluespring Wealth Management, LLC
· CIK 0001557485| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IEI | ISHARES TR | — | 615,718 | $73.0M | 6.29% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 6,706 | $1.5M | 0.13% | SOLD |
| 3 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 23,735 | $1.1M | 0.09% | SOLD |
| 4 | CI | THE CIGNA GROUP | Healthcare | 3,986 | $1.1M | 0.09% | SOLD |
| 5 | CVS | CVS HEALTH CORP | Healthcare | 12,110 | $870K | 0.07% | SOLD |
| 6 | WFC | WELLS FARGO & CO | Financial Services | 7,054 | $562K | 0.05% | SOLD |
| 7 | AGGY | WISDOMTREE TR | — | 7,290 | $317K | 0.03% | SOLD |
| 8 | KBDC | KAYNE ANDERSON BDC INC | Financial Services | 14,947 | $211K | 0.02% | SOLD |
| 9 | ACTG | ACACIA RESH CORP | Industrials | 22,000 | $106K | 0.01% | SOLD |
Sector Allocation
Technology
29.3%
Financial Services
21.2%
Healthcare
9.6%
Communication Services
8.7%
Industrials
8.7%
Consumer Cyclical
8.2%
Consumer Defensive
5.4%
Energy
4.2%
Basic Materials
3.4%
Utilities
1.3%