SNS Financial
Latest statistics and disclosures from Bluespring Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, QUAL, IVV, SCHF, GOOGL, and represent 18.27% of Bluespring Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$212M), AAPL (+$202M), GOOGL (+$125M), DGRO (+$101M), AMZN (+$99M), PYLD (+$97M), IEFA (+$76M), AVEM (+$76M), GLD (+$71M), IJH (+$66M).
- Started 350 new stock positions in SPCX, SPAB, CLX, PBR, RRC, AVAV, TCAF, GOVT, PRU, HWM.
- Reduced shares in these 10 stocks: IEI (-$73M), Honeywell International, TSCO, CI, CVS, WFC, JEPQ, AGGY, PCAR, KBDC.
- Sold out of its positions in ACTG, CI, CVS, Honeywell International, IEI, KBDC, TSCO, WFC, AGGY.
- Bluespring Wealth Management was a net buyer of stock by $4.0B.
- Bluespring Wealth Management has $5.2B in assets under management (AUM), dropping by 348.24%.
- Central Index Key (CIK): 0001557485
Tip: Access up to 7 years of quarterly data
Positions held by SNS Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Bluespring Wealth Management
Bluespring Wealth Management holds 549 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Bluespring Wealth Management has 549 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Bluespring Wealth Management June 30, 2026 positions
- Download the Bluespring Wealth Management June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.7 | $242M | +504% | 836k | 289.36 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.4 | $230M | +34% | 1.0M | 219.43 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.2 | $218M | +3544% | 291k | 748.89 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.5 | $131M | +30% | 4.7M | 27.70 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $130M | +2998% | 363k | 357.37 |
|
| Ishares Tr S&p 100 Etf (OEF) | 2.1 | $110M | +35% | 302k | 365.87 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 2.0 | $104M | +51% | 1.1M | 95.62 |
|
| Amazon (AMZN) | 2.0 | $103M | +2649% | 433k | 238.34 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.9 | $101M | NEW | 1.3M | 75.79 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 1.9 | $97M | NEW | 3.6M | 26.52 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $76M | NEW | 784k | 96.58 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.5 | $76M | NEW | 785k | 96.49 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.4 | $73M | +40% | 2.5M | 28.96 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $73M | +5577% | 197k | 368.38 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $68M | +1723% | 341k | 200.09 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $66M | NEW | 861k | 77.11 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.2 | $65M | +105% | 813k | 79.42 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 1.2 | $64M | NEW | 1.3M | 48.87 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $62M | +33% | 83k | 746.77 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 1.2 | $61M | +57% | 1.3M | 46.94 |
|
| Microsoft Corporation (MSFT) | 1.2 | $60M | +687% | 161k | 373.02 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $57M | +5952% | 803k | 71.25 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $56M | +2931% | 47k | 1199.44 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.0 | $54M | +62% | 435k | 124.76 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $54M | +63% | 736k | 73.41 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.0 | $53M | +41% | 2.7M | 19.61 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.0 | $52M | NEW | 757k | 68.01 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 1.0 | $50M | +44% | 2.5M | 20.36 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $47M | +12251% | 316k | 148.31 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.9 | $47M | NEW | 539k | 86.75 |
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 0.9 | $46M | NEW | 693k | 66.03 |
|
| Johnson & Johnson (JNJ) | 0.8 | $44M | +2550% | 173k | 253.97 |
|
| Ishares Tr National Mun Etf (MUB) | 0.8 | $41M | +39% | 379k | 107.62 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $39M | +4332% | 57k | 686.81 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $38M | +711% | 76k | 500.39 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.7 | $37M | +12023% | 234k | 158.66 |
|
| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 0.7 | $37M | +38% | 873k | 42.21 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $37M | +30% | 617k | 59.69 |
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $36M | NEW | 433k | 82.84 |
|
| Coca-Cola Company (KO) | 0.7 | $35M | +6920% | 434k | 81.27 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.6 | $34M | NEW | 671k | 50.35 |
|
| International Business Machines (IBM) | 0.6 | $33M | +3270% | 119k | 281.21 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.6 | $33M | NEW | 367k | 90.10 |
|
| Wisdomtree Tr Us Multifactor (USMF) | 0.6 | $32M | +31% | 595k | 54.24 |
|
| Novo-nordisk A S Adr (NVO) | 0.6 | $32M | NEW | 670k | 47.94 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $32M | +7383% | 258k | 124.17 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.6 | $32M | +7% | 1.6M | 19.52 |
|
| Citigroup Com New (C) | 0.6 | $31M | +11797% | 218k | 139.96 |
|
| Lockheed Martin Corporation (LMT) | 0.6 | $30M | +6623% | 60k | 509.46 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.6 | $29M | NEW | 256k | 112.88 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $29M | +4811% | 211k | 136.72 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $29M | +630% | 39k | 736.40 |
|
| Micron Technology (MU) | 0.5 | $28M | +1569% | 24k | 1154.29 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $28M | NEW | 36k | 763.14 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.5 | $27M | NEW | 1.7M | 15.88 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $27M | +3418% | 81k | 327.33 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.5 | $26M | NEW | 293k | 89.20 |
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.5 | $26M | NEW | 512k | 50.83 |
|
| Boeing Company (BA) | 0.5 | $26M | +6749% | 120k | 216.47 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.5 | $26M | NEW | 309k | 82.49 |
|
| Advanced Micro Devices (AMD) | 0.5 | $26M | +1954% | 44k | 580.91 |
|
| Tesla Motors (TSLA) | 0.5 | $25M | +1326% | 59k | 420.60 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $25M | +842% | 27k | 935.46 |
|
| Freeport Mcmoran CL B (FCX) | 0.5 | $25M | NEW | 396k | 62.89 |
|
| Procter & Gamble Company (PG) | 0.5 | $24M | +1621% | 166k | 146.64 |
|
| Cohen & Steers infrastucture Fund (UTF) | 0.5 | $24M | NEW | 878k | 27.59 |
|
| Bank of America Corporation (BAC) | 0.5 | $24M | +5413% | 422k | 56.98 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $24M | +46% | 812k | 29.43 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.5 | $24M | NEW | 682k | 35.03 |
|
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.4 | $23M | NEW | 530k | 44.03 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $23M | +1475% | 266k | 86.14 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $22M | +2730% | 46k | 477.57 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $22M | +347% | 61k | 353.33 |
|
| Eaton Corp SHS (ETN) | 0.4 | $21M | +5660% | 49k | 426.12 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $21M | +59% | 201k | 103.88 |
|
| Linde SHS (LIN) | 0.4 | $20M | NEW | 38k | 518.93 |
|
| Blackrock (BLK) | 0.4 | $19M | NEW | 20k | 961.56 |
|
| LCNB (LCNB) | 0.4 | $19M | NEW | 1.1M | 17.59 |
|
| Walt Disney Company (DIS) | 0.3 | $18M | +6439% | 184k | 96.25 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.3 | $17M | NEW | 214k | 81.06 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $17M | NEW | 56k | 302.97 |
|
| Rockwell Automation (ROK) | 0.3 | $17M | NEW | 34k | 495.08 |
|
| Cisco Systems (CSCO) | 0.3 | $17M | +342% | 141k | 117.46 |
|
| McDonald's Corporation (MCD) | 0.3 | $16M | +1985% | 60k | 270.31 |
|
| Chevron Corporation (CVX) | 0.3 | $16M | +4031% | 96k | 165.76 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $16M | +5496% | 171k | 92.27 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.3 | $16M | NEW | 84k | 185.23 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $16M | +53% | 42k | 370.04 |
|
| Albemarle Corporation (ALB) | 0.3 | $16M | NEW | 115k | 135.03 |
|
| Broadcom (AVGO) | 0.3 | $15M | +2097% | 39k | 377.75 |
|
| Warby Parker Cl A Com (WRBY) | 0.3 | $15M | NEW | 485k | 30.34 |
|
| Ishares Msci Gbl Etf New (PICK) | 0.3 | $14M | NEW | 247k | 58.15 |
|
| Meta Platforms Cl A (META) | 0.3 | $14M | +515% | 25k | 563.29 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.3 | $14M | +4504% | 258k | 53.61 |
|
| EQT Corporation (EQT) | 0.3 | $14M | NEW | 257k | 53.17 |
|
| Visa Com Cl A (V) | 0.3 | $13M | +1984% | 39k | 343.09 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $13M | +621% | 56k | 236.62 |
|
| Home Depot (HD) | 0.2 | $13M | +1780% | 36k | 352.68 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.2 | $13M | NEW | 186k | 69.08 |
|
| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 0.2 | $13M | NEW | 186k | 67.58 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $13M | NEW | 106k | 117.67 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $12M | NEW | 20k | 623.54 |
|
| Verizon Communications (VZ) | 0.2 | $12M | +911% | 281k | 42.34 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $12M | NEW | 519k | 22.78 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $12M | +704% | 27k | 433.34 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $12M | +3445% | 73k | 158.03 |
|
| Snowflake Com Shs (SNOW) | 0.2 | $11M | NEW | 45k | 254.50 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $10M | +4403% | 48k | 217.93 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) | 0.2 | $10M | NEW | 204k | 50.15 |
|
| Netflix (NFLX) | 0.2 | $10M | +1107% | 142k | 71.40 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $10M | NEW | 30k | 334.82 |
|
| Caterpillar (CAT) | 0.2 | $9.8M | +131% | 9.2k | 1064.86 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $9.3M | +95% | 38k | 242.99 |
|
| Ge Vernova (GEV) | 0.2 | $9.0M | +1332% | 7.7k | 1174.85 |
|
| EOG Resources (EOG) | 0.2 | $9.0M | NEW | 69k | 129.73 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.2 | $8.8M | NEW | 185k | 47.38 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $8.4M | +34% | 54k | 156.95 |
|
| Abbvie (ABBV) | 0.2 | $8.2M | +149% | 33k | 251.64 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.2 | $8.0M | +29% | 97k | 81.94 |
|
| Cintas Corporation (CTAS) | 0.1 | $7.6M | NEW | 45k | 170.08 |
|
| Wal-Mart Stores (WMT) | 0.1 | $7.6M | +1509% | 67k | 113.26 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $7.4M | +128% | 50k | 147.73 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $7.3M | NEW | 61k | 118.99 |
|
| UnitedHealth (UNH) | 0.1 | $7.2M | +532% | 17k | 415.63 |
|
| Palo Alto Networks (PANW) | 0.1 | $7.0M | NEW | 21k | 341.02 |
|
| Intel Corporation (INTC) | 0.1 | $6.7M | NEW | 48k | 139.63 |
|
| Celsius Hldgs Com New (CELH) | 0.1 | $6.5M | NEW | 223k | 29.28 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $6.5M | NEW | 74k | 87.88 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $6.2M | +44% | 39k | 156.97 |
|
| Nextera Energy (NEE) | 0.1 | $6.2M | +1749% | 70k | 87.77 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $6.0M | NEW | 8.00 | 748850.00 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $6.0M | +19% | 72k | 83.75 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $5.9M | +33% | 256k | 23.13 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $5.4M | +299% | 96k | 56.48 |
|
| Union Pacific Corporation (UNP) | 0.1 | $5.3M | +114% | 20k | 272.00 |
|
| Applied Materials (AMAT) | 0.1 | $5.2M | +880% | 7.2k | 723.04 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $5.1M | NEW | 2.6k | 1989.44 |
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $5.1M | +49% | 104k | 48.66 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.9M | +108% | 17k | 300.44 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $4.9M | NEW | 13k | 370.59 |
|
| T Rowe Price Exchange-traded Price Grw Stock (TGRW) | 0.1 | $4.8M | NEW | 100k | 47.72 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $4.7M | +36% | 17k | 273.63 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $4.7M | NEW | 50k | 92.21 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $4.5M | +46% | 143k | 31.71 |
|
| 3M Company (MMM) | 0.1 | $4.5M | +37% | 28k | 161.91 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $4.4M | NEW | 249k | 17.88 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) | 0.1 | $4.4M | NEW | 95k | 46.85 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFSV) | 0.1 | $4.4M | +30% | 114k | 38.79 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) | 0.1 | $4.4M | NEW | 93k | 47.12 |
|
| Goldman Sachs (GS) | 0.1 | $4.3M | NEW | 4.3k | 1011.37 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $4.3M | +43% | 63k | 68.41 |
|
| Oracle Corporation (ORCL) | 0.1 | $4.2M | +446% | 28k | 146.55 |
|
| Abbott Laboratories (ABT) | 0.1 | $4.1M | +186% | 46k | 90.74 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $4.1M | +37% | 113k | 36.26 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $4.1M | NEW | 23k | 176.32 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $4.0M | +327% | 21k | 197.60 |
|
| Pfizer (PFE) | 0.1 | $4.0M | +1219% | 167k | 24.08 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $4.0M | +80% | 79k | 50.39 |
|
| W.W. Grainger (GWW) | 0.1 | $3.9M | NEW | 2.9k | 1360.53 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $3.9M | NEW | 37k | 104.93 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $3.8M | +58% | 7.2k | 522.37 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $3.7M | NEW | 29k | 130.40 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $3.7M | NEW | 25k | 146.41 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $3.7M | +205% | 19k | 190.52 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $3.6M | NEW | 20k | 178.60 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $3.6M | +697% | 7.1k | 513.61 |
|
| Ge Aerospace Com New (GE) | 0.1 | $3.6M | +307% | 9.7k | 373.74 |
|
| Merck & Co (MRK) | 0.1 | $3.6M | +165% | 28k | 128.50 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR) | 0.1 | $3.6M | NEW | 87k | 40.88 |
|
| American Centy Etf Tr International Lr (AVIV) | 0.1 | $3.5M | NEW | 46k | 77.42 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $3.5M | NEW | 21k | 169.88 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $3.5M | NEW | 30k | 117.50 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $3.5M | NEW | 25k | 137.54 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $3.5M | NEW | 68k | 50.58 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) | 0.1 | $3.4M | NEW | 70k | 49.28 |
|
| Spdr Index Shs Fds St Marke Cap Etf (EWX) | 0.1 | $3.4M | +66% | 46k | 74.31 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $3.3M | +705% | 18k | 189.73 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $3.3M | NEW | 3.4k | 978.19 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $3.3M | NEW | 11k | 302.70 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.1 | $3.3M | NEW | 42k | 79.41 |
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $3.3M | +47% | 23k | 144.61 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $3.3M | +637% | 24k | 137.53 |
|
| Booking Holdings (BKNG) | 0.1 | $3.2M | NEW | 18k | 178.24 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.1 | $3.2M | NEW | 75k | 43.14 |
|
| Quanta Services (PWR) | 0.1 | $3.1M | NEW | 4.3k | 720.05 |
|
| Medtronic SHS (MDT) | 0.1 | $3.1M | +147% | 39k | 78.23 |
|
| Devon Energy Corporation (DVN) | 0.1 | $3.1M | NEW | 75k | 41.32 |
|
| Fortinet (FTNT) | 0.1 | $3.1M | NEW | 20k | 153.62 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $3.0M | NEW | 8.8k | 344.31 |
|
| Williams Companies (WMB) | 0.1 | $3.0M | NEW | 41k | 74.34 |
|
| Southern Company (SO) | 0.1 | $3.0M | +339% | 31k | 95.71 |
|
| Deere & Company (DE) | 0.1 | $3.0M | +491% | 4.7k | 634.28 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $3.0M | NEW | 24k | 124.42 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $2.8M | NEW | 33k | 83.31 |
|
| Qualcomm (QCOM) | 0.1 | $2.7M | +83% | 15k | 184.80 |
|
| Ecolab (ECL) | 0.1 | $2.7M | +49% | 9.6k | 278.61 |
|
| SLB Com Stk (SLB) | 0.1 | $2.6M | NEW | 57k | 46.49 |
|
| Philip Morris International (PM) | 0.0 | $2.6M | +305% | 14k | 180.91 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $2.6M | NEW | 21k | 122.29 |
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.0 | $2.5M | NEW | 97k | 26.18 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $2.5M | +671% | 8.2k | 303.13 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $2.5M | NEW | 12k | 212.76 |
|
| Us Bancorp Com New (USB) | 0.0 | $2.4M | +32% | 40k | 60.40 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $2.4M | NEW | 22k | 110.32 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $2.4M | +55% | 18k | 132.76 |
|
| Norfolk Southern (NSC) | 0.0 | $2.4M | NEW | 7.5k | 314.58 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $2.4M | +22% | 44k | 53.11 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $2.3M | NEW | 17k | 136.68 |
|
| Targa Res Corp (TRGP) | 0.0 | $2.3M | NEW | 8.6k | 268.14 |
|
| General Dynamics Corporation (GD) | 0.0 | $2.3M | +70% | 6.4k | 354.22 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $2.3M | +35% | 14k | 163.67 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $2.2M | +252% | 22k | 101.31 |
|
| Tower Semiconductor Shs New (TSEM) | 0.0 | $2.2M | NEW | 8.4k | 260.64 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $2.2M | +22% | 59k | 37.26 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) | 0.0 | $2.2M | NEW | 46k | 46.68 |
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $2.1M | NEW | 8.6k | 247.89 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $2.1M | NEW | 36k | 57.62 |
|
| Target Corporation (TGT) | 0.0 | $2.1M | +143% | 16k | 130.61 |
|
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.0 | $2.1M | NEW | 106k | 19.29 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $2.0M | NEW | 7.4k | 271.95 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $2.0M | +520% | 38k | 53.47 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $2.0M | NEW | 21k | 95.44 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $2.0M | NEW | 39k | 51.00 |
|
| Valero Energy Corporation (VLO) | 0.0 | $2.0M | NEW | 7.5k | 260.43 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $2.0M | NEW | 19k | 101.65 |
|
| Anthem (ELV) | 0.0 | $1.9M | NEW | 5.0k | 386.71 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $1.9M | +159% | 18k | 107.50 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $1.9M | +590% | 3.8k | 501.36 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $1.8M | NEW | 54k | 34.50 |
|
| Vaneck Etf Trust Urani Nucle Etf (NLR) | 0.0 | $1.8M | NEW | 16k | 115.98 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $1.8M | NEW | 5.8k | 317.50 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $1.8M | NEW | 37k | 49.39 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $1.8M | NEW | 29k | 62.20 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $1.8M | NEW | 17k | 107.13 |
|
| Constellation Energy (CEG) | 0.0 | $1.8M | NEW | 7.2k | 248.37 |
|
| Air Products & Chemicals (APD) | 0.0 | $1.8M | NEW | 6.1k | 293.17 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $1.8M | NEW | 17k | 103.96 |
|
| Pepsi (PEP) | 0.0 | $1.7M | +259% | 13k | 135.40 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.7M | +432% | 11k | 156.29 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $1.7M | +33% | 4.1k | 409.50 |
|
| ConocoPhillips (COP) | 0.0 | $1.7M | NEW | 16k | 103.96 |
|
| Xcel Energy (XEL) | 0.0 | $1.7M | +222% | 21k | 80.30 |
|
| Ondas Com New (ONDS) | 0.0 | $1.7M | NEW | 202k | 8.24 |
|
| Capital One Financial (COF) | 0.0 | $1.7M | NEW | 8.2k | 200.63 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $1.6M | NEW | 27k | 60.79 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.6M | +349% | 6.6k | 242.42 |
|
| Trane Technologies SHS (TT) | 0.0 | $1.5M | NEW | 3.1k | 491.16 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.5M | +112% | 42k | 36.13 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.5M | +409% | 9.2k | 164.60 |
|
| Iqvia Holdings (IQV) | 0.0 | $1.5M | NEW | 7.7k | 193.22 |
|
Past Filings by Bluespring Wealth Management
SEC 13F filings are viewable for Bluespring Wealth Management going back to 2013
- Bluespring Wealth Management 2026 Q2 filed Aug. 11, 2026
- SNS Financial Group 2026 Q1 filed April 14, 2026
- SNS Financial Group 2025 Q4 filed Feb. 2, 2026
- SNS Financial Group 2025 Q3 filed Nov. 13, 2025
- SNS Financial Group 2025 Q2 filed Aug. 6, 2025
- SNS Financial Group 2025 Q1 filed May 5, 2025
- SNS Financial Group 2024 Q4 filed Feb. 3, 2025
- SNS Financial Group 2024 Q3 filed Nov. 1, 2024
- SNS Financial Group 2024 Q2 filed July 25, 2024
- SNS Financial Group 2024 Q1 filed April 24, 2024
- SNS Financial Group 2023 Q4 filed Jan. 22, 2024
- SNS Financial Group 2023 Q3 filed Oct. 19, 2023
- SNS Financial Group 2023 Q2 filed July 17, 2023
- SNS Financial Group 2023 Q1 filed April 28, 2023
- SNS Financial Group 2022 Q4 filed Jan. 25, 2023
- SNS Financial Group 2022 Q3 filed Oct. 12, 2022