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Warm Springs Advisors Inc. 13F Holdings
Holdings from the most recent 13F from Warm Springs Advisors Inc.
Filed: 2025-02-19 (Q4 2024) | Holdings: 50 | Value: $107.8M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NVDA - NVIDIA CORPORATION | New Purchase | 14.01% | $15.1M | +3.91% | -4.03% | ||
| AAPL - APPLE INC | New Purchase | 7.83% | $8.4M | -19.64% | -15.44% | ||
| MSFT - MICROSOFT CORP | New Purchase | 5.43% | $5.8M | +15.85% | +10.53% | ||
| AMZN - AMAZON COM INC | New Purchase | 5.35% | $5.8M | -5.45% | -9.21% | ||
| GOOGL - ALPHABET INC | New Purchase | 5.35% | $5.8M | -5.99% | -11.16% | ||
| AVGO - BROADCOM INC | New Purchase | 4.88% | $5.3M | +10.22% | +1.63% | ||
| IVV - ISHARES TR | New Purchase | 3.64% | $3.9M | -1.98% | -2.78% | ||
| COST - COSTCO WHSL CORP NEW | New Purchase | 3.56% | $3.8M | -7.35% | -1.47% | ||
| QQQ - INVESCO QQQ TR | New Purchase | 3.51% | $3.8M | -1.66% | -3.28% | ||
| ALAB - ASTERA LABS INC | New Purchase | 3.07% | $3.3M | +9.93% | +4.33% | ||
| V - VISA INC | New Purchase | 2.97% | $3.2M | -4.02% | +3.44% | ||
| SOFI - SOFI TECHNOLOGIES INC | New Purchase | 2.29% | $2.5M | -4.06% | -17.11% | ||
| AMD - ADVANCED MICRO DEVICES INC | New Purchase | 2.01% | $2.2M | +10.24% | -1.30% | ||
| JPM - JPMORGAN CHASE & CO. | New Purchase | 2.00% | $2.2M | -1.09% | -4.08% | ||
| ABBV - ABBVIE INC | New Purchase | 1.91% | $2.1M | -5.45% | -5.78% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | New Purchase | 1.90% | $2.1M | -26.32% | -22.42% | ||
| CRWD - CROWDSTRIKE HLDGS INC | New Purchase | 1.74% | $1.9M | +9.78% | +0.07% | ||
| DKNG - DRAFTKINGS INC NEW | New Purchase | 1.73% | $1.9M | -21.16% | -28.19% | ||
| ARM - ARM HOLDINGS PLC | New Purchase | 1.72% | $1.9M | -4.67% | -14.46% | ||
| MDB - MONGODB INC | New Purchase | 1.57% | $1.7M | -30.73% | -35.89% | ||
| ADBE - ADOBE INC | New Purchase | 1.53% | $1.7M | -17.36% | -8.71% | ||
| NET - CLOUDFLARE INC | New Purchase | 1.52% | $1.6M | +14.63% | -0.52% | ||
| HD - HOME DEPOT INC | New Purchase | 1.48% | $1.6M | -10.58% | -3.45% | ||
| ACN - ACCENTURE PLC IRELAND | New Purchase | 1.40% | $1.5M | -20.62% | -17.04% | ||
| EVER - EVERQUOTE INC | New Purchase | 1.39% | $1.5M | +10.70% | +6.77% | ||
| ET - ENERGY TRANSFER L P | New Purchase | 1.36% | $1.5M | -9.43% | -8.11% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 1.35% | $1.5M | +0.21% | +5.08% | ||
| ZS - ZSCALER INC | New Purchase | 1.33% | $1.4M | +43.59% | +18.45% | ||
| QCOM - QUALCOMM INC | New Purchase | 1.03% | $1.1M | -11.71% | -12.13% | ||
| SYK - STRYKER CORPORATION | New Purchase | 1.03% | $1.1M | -3.49% | +0.72% | ||
| SMCI - SUPER MICRO COMPUTER INC | New Purchase | 0.99% | $1.1M | -22.27% | -25.24% | ||
| CRM - SALESFORCE INC | New Purchase | 0.92% | $994.6K | -19.22% | -10.47% | ||
| ISRG - INTUITIVE SURGICAL INC | New Purchase | 0.92% | $990.7K | -16.08% | -8.23% | ||
| ETH - GRAYSCALE ETHEREUM MINI TR E | New Purchase | 0.88% | $944.7K | -9.75% | -9.41% | ||
| BLK - BLACKROCK INC | New Purchase | 0.69% | $745.3K | +0.36% | +1.69% | ||
| BAC - BANK AMERICA CORP | New Purchase | 0.62% | $670.9K | -0.63% | -2.02% | ||
| BSX - BOSTON SCIENTIFIC CORP | New Purchase | 0.60% | $651.7K | -3.85% | +1.05% | ||
| MA - MASTERCARD INCORPORATED | New Purchase | 0.54% | $584.0K | -5.03% | +2.44% | ||
| CVX - CHEVRON CORP NEW | New Purchase | 0.50% | $535.8K | -4.77% | -11.78% | ||
| META - META PLATFORMS INC | New Purchase | 0.41% | $438.5K | -0.05% | -8.55% | ||
| DHR - DANAHER CORPORATION | New Purchase | 0.41% | $438.0K | -5.73% | -4.11% | ||
| IYW - ISHARES TR | New Purchase | 0.40% | $430.0K | -0.67% | -4.26% | ||
| IVW - ISHARES TR | New Purchase | 0.35% | $379.3K | -0.95% | -2.75% | ||
| MRK - MERCK & CO INC | New Purchase | 0.35% | $376.4K | -5.97% | -8.45% | ||
| ZTS - ZOETIS INC | New Purchase | 0.29% | $311.0K | -0.67% | +4.83% | ||
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.27% | $291.9K | -2.54% | +2.16% | ||
| AMAT - APPLIED MATLS INC | New Purchase | 0.27% | $287.7K | -1.03% | -5.37% | ||
| DUK - DUKE ENERGY CORP NEW | New Purchase | 0.26% | $280.7K | +3.69% | +6.16% | ||
| IRM - IRON MTN INC DEL | New Purchase | 0.25% | $270.6K | +13.33% | +10.14% | ||
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.23% | $243.3K | -38.50% | -36.07% | ||