Vermillion & White Wealth Management Group, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $136 Billion distributed in 400 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $22.9B, Astoria Us Equal Wt Qlt Kings ETF with a value of $13.3B, Spdr Portfolio Intermediate Te with a value of $6.59B, Spdr Ser Tr Spdr Portfolio Int with a value of $5.89B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $5.53B.
Examining the 13F form we can see an increase of $519M in the current position value, from $135B to 136B.
Vermillion & White Wealth Management Group, LLC is based out at Phoenixville, PA
Below you can find more details about Vermillion & White Wealth Management Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$136 Billion
ETFs: $104 Billion
Technology: $3.39 Billion
Industrials: $1.58 Billion
Consumer Defensive: $1.36 Billion
Financial Services: $1.16 Billion
Healthcare: $1.14 Billion
Consumer Cyclical: $802 Million
Utilities: $614 Million
Other: $880 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
