Warm Springs Advisors Inc. Top Holdings and 13F Report (2025) About Warm Springs Advisors Inc.Investment ActivityWarm Springs Advisors Inc. has $116.50 million in total holdings as of June 30, 2025.Warm Springs Advisors Inc. owns shares of 45 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 2.83% of the portfolio was purchased this quarter.About 7.31% of the portfolio was sold this quarter.This quarter, Warm Springs Advisors Inc. has purchased 50 new stocks and bought additional shares in 3 stocks.Warm Springs Advisors Inc. sold shares of 25 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $16,404,576Broadcom $8,750,234Microsoft $8,086,394Amazon.com $5,762,278Alphabet $5,260,642 Largest Purchases this Quarter Cloudflare 10,000 shares (about $1.96M)Microsoft 2,552 shares (about $1.27M)Intuitive Surgical 133 shares (about $72.27K) Largest Sales this Quarter NVIDIA 3,132 shares (about $494.82K)Broadcom 1,074 shares (about $296.05K)Apple 867 shares (about $177.88K)Boston Scientific 991 shares (about $106.44K)Costco Wholesale 107 shares (about $105.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWarm Springs Advisors Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$16,404,576$494,825 ▼-2.9%103,83314.1%Computer and TechnologyAVGOBroadcom$8,750,234$296,048 ▼-3.3%31,7447.5%Computer and TechnologyMSFTMicrosoft$8,086,394$1,269,390 ▲18.6%16,2576.9%Computer and TechnologyAMZNAmazon.com$5,762,278$27,863 ▼-0.5%26,2654.9%Retail/WholesaleGOOGLAlphabet$5,260,642$92,521 ▼-1.7%29,8514.5%Computer and TechnologyAAPLApple$5,208,651$177,882 ▼-3.3%25,3874.5%Computer and TechnologyNETCloudflare$4,347,034$1,958,300 ▲82.0%22,1983.7%Computer and TechnologyIVViShares Core S&P 500 ETF$4,137,156$65,196 ▼-1.6%6,6633.6%ETFPALANTIR TECHNOLOGIES INC$4,132,4040.0%30,3143.5%CL AQQQInvesco QQQ$4,124,107$6,068 ▼-0.1%7,4763.5%FinanceCOSTCostco Wholesale$4,077,606$105,925 ▼-2.5%4,1193.5%Retail/WholesaleCRWDCrowdStrike$3,860,0600.0%7,5793.3%Computer and TechnologyVVisa$3,388,952$80,596 ▼-2.3%9,5452.9%Business ServicesAMDAdvanced Micro Devices$3,228,367$27,812 ▼-0.9%22,7512.8%Computer and TechnologyASTERA LABS INC$3,164,7000.0%35,0002.7%COMSOFISoFi Technologies$2,913,6000.0%160,0002.5%FinanceJPMJPMorgan Chase & Co.$2,601,942$45,806 ▼-1.7%8,9752.2%FinanceZSZscaler$2,491,4280.0%7,9362.1%Computer and TechnologyARM HOLDINGS PLC$2,426,9090.0%15,0052.1%SPONSORED ADSDKNGDraftKings$2,144,5000.0%50,0001.8%Consumer DiscretionaryABBVAbbVie$1,845,991$73,877 ▼-3.8%9,9451.6%MedicalTMOThermo Fisher Scientific$1,583,727$38,924 ▼-2.4%3,9061.4%MedicalBRK.BBerkshire Hathaway$1,501,029$93,268 ▼-5.9%3,0901.3%FinanceHDHome Depot$1,458,760$59,392 ▼-3.9%3,9791.3%Retail/WholesaleSYKStryker$1,216,5620.0%3,0751.0%MedicalACNAccenture$1,213,195$57,686 ▼-4.5%4,0591.0%Computer and TechnologyISRGIntuitive Surgical$1,173,766$72,274 ▲6.6%2,1601.0%MedicalQCOMQUALCOMM$1,141,098$40,452 ▼-3.4%7,1651.0%Computer and TechnologyADBEAdobe$859,2600.0%2,2210.7%Computer and TechnologyCRMSalesforce$819,161$20,179 ▼-2.4%3,0040.7%Computer and TechnologyBLACKROCK INC$762,8050.0%7270.7%COMBACBank of America$722,2920.0%15,2640.6%FinanceBSXBoston Scientific$712,665$106,443 ▼-13.0%6,6350.6%MedicalGRAYSCALE ETHEREUM MINI TR E$711,6000.0%30,0000.6%SHS NEWMETAMeta Platforms$622,948$73,071 ▼-10.5%8440.5%Computer and TechnologyMAMastercard$572,6170.0%1,0190.5%Business ServicesCVXChevron$560,0160.0%3,9110.5%EnergyIYWiShares U.S. Technology ETF$450,271$19,577 ▼-4.2%2,5990.4%ManufacturingIVWiShares S&P 500 Growth ETF$411,3340.0%3,7360.4%ETFDHRDanaher$315,866$15,211 ▼-4.6%1,5990.3%MedicalMRKMerck & Co., Inc.$299,5410.0%3,7840.3%MedicalPGProcter & Gamble$277,3760.0%1,7410.2%Consumer StaplesAMATApplied Materials$272,225$51,626 ▼-15.9%1,4870.2%Computer and TechnologyDUKDuke Energy$270,338$48,852 ▼-15.3%2,2910.2%UtilitiesIRMIron Mountain$217,141$80,312 ▼-27.0%2,1170.2%Business ServicesLNTHLantheus$0$2,440,000 ▼-100.0%00.0%MedicalEVEREverQuote$0$1,964,250 ▼-100.0%00.0%FinanceUBERUber Technologies$0$1,457,200 ▼-100.0%00.0%Computer and TechnologyUNHUnitedHealth Group$0$251,924 ▼-100.0%00.0%MedicalMCDMcDonald's$0$208,351 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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