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Merck & Co shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Merck & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Merck & Co by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $224k 1.7k 131.98

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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)
Vanguard Value Etf Value Etf (VTV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
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 Merck & Co

Vanguard Group
BlackRock
Wellington Management Company
Geode Capital Management
FMR
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
Northern Trust
Jpmorgan Chase & Co
Legal & General Group
Deutsche Bank Aktiengesellschaft
Bank of New York Mellon
Franklin Resources
Charles Schwab Investment Management

View all funds holding Merck & Co