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Aon shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Aon (AON) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Aon

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All positions including Aon held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aon by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $383k 1.3k 293.61
2024-03-31 $435k 1.3k 333.76
2023-09-30 $374k 1.2k 324.23
2023-06-30 $286k 829 345.22
2023-03-31 $261k 829 315.31

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding Aon

Vanguard Group
BlackRock
BlackRock
Massachusetts Financial Services
Capital World Investors
State Street Corporation
Morgan Stanley
Jpmorgan Chase & Co
HPS Investment Partners
Geode Capital Management
Mawer Investment Management
Berkshire Hathaway
Eagle Capital Management
WCM Investment Management
Veritas Asset Management

View all funds holding Aon