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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
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

Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard Value Etf Value Etf (VTV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)
Industrial Select Sector Spdr Sbi Int-inds (XLI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Vanguard Growth Etf Growth Etf (VUG)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial Advisors

Top funds holding Aon

Vanguard Group
Massachusetts Financial Services
Mawer Investment Management
WCM Investment Management
Berkshire Hathaway
Lazard Asset Management
Sustainable Growth Advisers
Mackenzie Financial
Eagle Capital Management
Neuberger Berman Group
Legal & General Group
Bank of America Corporation
Mitsubishi UFJ Asset Management
Norges Bank Investment Management
Bank of New York Mellon

View all funds holding Aon