Spring Vest Wealth Management LLC Portfolio Holdings

Spring Vest Wealth Management LLC

  • $117 Billion
  • Q4 2024

Spring Vest Wealth Management LLC has filed its 13F form on March 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $22B, Berkshire Hathaway Inc Class B with a value of $11.2B, Spdr S&P 500 ETF Trust with a value of $10.3B, Vanguard Bd Index Fds with a value of $9.99B, and Vanguard Sht Term Corp Bd ETF with a value of $8.05B.

Examining the 13F form we can see an increase of $117B in the current position value.

Spring Vest Wealth Management LLC is based out at Dallas, TX

Below you can find more details about Spring Vest Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
ETFs: $87.6 Billion
Financial Services: $11.6 Billion
Utilities: $3.53 Billion
Technology: $2.9 Billion
Energy: $501 Million
Communication Services: $431 Million
Consumer Cyclical: $275 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22 Billion 18.84% of portfolio
274,049
Q4 2024 New
$646B
$11.2 Billion 9.56% of portfolio
24,626
Q4 2024 New
$0
$10.3 Billion 8.86% of portfolio
17,582
Q4 2024 New
-
$9.99 Billion 8.56% of portfolio
-
Q4 2024 New
$0
$8.05 Billion 6.9% of portfolio
103,182
Q4 2024 New
$0
$4.9 Billion 4.2% of portfolio
187,863
Q4 2024 New
$0
$4.01 Billion 3.43% of portfolio
97,051
Q4 2024 New
$0
$3.89 Billion 3.33% of portfolio
96,055
Q4 2024 New
$0
$3.81 Billion 3.26% of portfolio
130,460
Q4 2024 New
$53.7B
$3.2 Billion 2.74% of portfolio
34,735
Q4 2024 New
$0
$2.73 Billion 2.34% of portfolio
99,925
Q4 2024 New
$0
$2.44 Billion 2.09% of portfolio
23,101
Q4 2024 New
$0
$2.41 Billion 2.07% of portfolio
49,804
Q4 2024 New
$0
$2.36 Billion 2.03% of portfolio
37,941
Q4 2024 New
$0
$1.59 Billion 1.36% of portfolio
19,424
Q4 2024 New
$3.55T
$1.53 Billion 1.31% of portfolio
6,121
Q4 2024 New
$92.9B
$1.29 Billion 1.11% of portfolio
5,328
Q4 2024 New
$0
$1.21 Billion 1.03% of portfolio
18,517
Q4 2024 New
$0
$1.18 Billion 1.01% of portfolio
25,265
Q4 2024 New
$0
$955 Million 0.82% of portfolio
34,164
Q4 2024 New
$0
$942 Million 0.81% of portfolio
10,787
Q4 2024 New
$0
$825 Million 0.71% of portfolio
36,359
Q4 2024 New
$0
$823 Million 0.7% of portfolio
29,521
Q4 2024 New
$0
$815 Million 0.7% of portfolio
24,120
Q4 2024 New
$0
$800 Million 0.69% of portfolio
1,992
Q4 2024 New
$0
$777 Million 0.67% of portfolio
1,320
Q4 2024 New
$0
$769 Million 0.66% of portfolio
6,614
Q4 2024 New
$271B
$724 Million 0.62% of portfolio
5,389
Q4 2024 New
$0
$676 Million 0.58% of portfolio
22,640
Q4 2024 New
$2.84T
$642 Million 0.55% of portfolio
1,523
Q4 2024 New
$0
$626 Million 0.54% of portfolio
8,095
Q4 2024 New
$0
$543 Million 0.47% of portfolio
11,374
Q4 2024 New
$0
$534 Million 0.46% of portfolio
22,947
Q4 2024 New
$0
$541 Million 0.46% of portfolio
10,800
Q4 2024 New
$0
$531 Million 0.46% of portfolio
20,948
Q4 2024 New
$0
$510 Million 0.44% of portfolio
6,551
Q4 2024 New
$0
$485 Million 0.42% of portfolio
1,836
Q4 2024 New
$0
$495 Million 0.42% of portfolio
6,931
Q4 2024 New
$0
$411 Million 0.35% of portfolio
763
Q4 2024 New
$0
$386 Million 0.33% of portfolio
1,125
Q4 2024 New
$0
$390 Million 0.33% of portfolio
19,360
Q4 2024 New
$0
$348 Million 0.3% of portfolio
2,058
Q4 2024 New
$90.6B
$325 Million 0.28% of portfolio
3,019
Q4 2024 New
$0
$313 Million 0.27% of portfolio
1,600
Q4 2024 New
$0
$315 Million 0.27% of portfolio
7,529
Q4 2024 New
$2T
$275 Million 0.24% of portfolio
1,254
Q4 2024 New
$0
$264 Million 0.23% of portfolio
2,295
Q4 2024 New
$302B
$270 Million 0.23% of portfolio
1,865
Q4 2024 New
$121B
$231 Million 0.2% of portfolio
2,329
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $117 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 53 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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