Spring Vest Wealth Management LLC New Holdings in Q4 2024

Spring Vest Wealth Management LLC

  • $117 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
274K
New
$80.13 - $83.77 $22M - $23M
274K $22B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
24.6K
New
$442.29 - $483.08 $10.9M - $11.9M
24.6K $11.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
17.6K
New
$567.81 - $607.81 $9.98M - $10.7M
17.6K $10.3B
VUSB
Vanguard Bd Index Fds
201K
New
N/A
201K $9.99B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
103K
New
$77.86 - $79.27 $8.03M - $8.18M
103K $8.05B
SCHV
Schwab Strategic Tr Us Large C

ETFs
188K
New
$25.79 - $80.4 $4.84M - $15.1M
188K $4.9B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
97.1K
New
$41.17 - $43.34 $4M - $4.21M
97.1K $4.01B
DFAU
Dimensional ETF Tr

ETFs
96.1K
New
$39.27 - $42.38 $3.77M - $4.07M
96.1K $3.89B
DFAI
Dimensional ETF Tr

ETFs
130K
New
$29.0 - $31.6 $3.78M - $4.12M
130K $3.81B
AEP
American Electric Power CO Inc

Utilities
34.7K
New
$90.91 - $102.21 $3.16M - $3.55M
34.7K $3.2B
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
23.1K
New
$104.52 - $115.08 $2.41M - $2.66M
23.1K $2.44B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
49.8K
New
$48.33 - $49.08 $2.41M - $2.44M
49.8K $2.41B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
37.9K
New
$61.68 - $67.87 $2.34M - $2.58M
37.9K $2.36B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
19.4K
New
$81.68 - $82.93 $1.59M - $1.61M
19.4K $1.59B
AAPL
Apple Inc.

Technology
6.12K
New
$221.69 - $259.02 $1.36M - $1.59M
6.12K $1.53B
JHMM
John Hancock Multifactor Mid C

ETFs
24.4K
New
$59.61 - $64.8 $1.45M - $1.58M
24.4K $1.46B
GLD
Spdr Gold Trust

ETFs
5.33K
New
$236.59 - $257.5 $1.26M - $1.37M
5.33K $1.29B
DFAS
Dimensional ETF Tr U S Small C

ETFs
18.5K
New
$63.58 - $71.15 $1.18M - $1.32M
18.5K $1.21B
DFSD
Dimensional ETF Tr Short Durat

ETFs
25.3K
New
$46.75 - $47.8 $1.18M - $1.21M
25.3K $1.18B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
34.2K
New
$27.88 - $30.51 $952K - $1.04M
34.2K $955M
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.8K
New
$87.1 - $98.49 $940K - $1.06M
10.8K $942M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
36.4K
New
$22.01 - $66.82 $800K - $2.43M
36.4K $825M
SCHG
Schwab Strategic Tr Us Large C

ETFs
29.5K
New
$25.93 - $105.3 $765K - $3.11M
29.5K $823M
DUHP
Dimensional ETF Tr Dimensional

ETFs
24.1K
New
$33.62 - $35.69 $811K - $861K
24.1K $815M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.99K
New
$370.24 - $418.94 $738K - $835K
1.99K $800M
IVV
Ishares Core S&P 500 ETF

ETFs
1.32K
New
$570.51 - $610.59 $753K - $806K
1.32K $777M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
6.61K
New
$115.64 - $129.74 $765K - $858K
6.61K $769M
NVDA
Nvidia Corp

Technology
5.39K
New
$117.0 - $148.88 $631K - $802K
5.39K $724M
SPSB
Spdr Portfolio Short Term Corp

ETFs
22.6K
New
$29.77 - $30.19 $674K - $684K
22.6K $676M
MSFT
Microsoft Corp

Technology
1.52K
New
$406.35 - $454.46 $619K - $692K
1.52K $642M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.1K
New
$77.02 - $78.58 $623K - $636K
8.1K $626M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
11.4K
New
$47.65 - $48.6 $542K - $553K
11.4K $543M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.8K
New
$49.79 - $51.14 $538K - $552K
10.8K $541M
DFAR
Dimensional ETF Tr Dimensional

ETFs
22.9K
New
$22.72 - $25.76 $521K - $591K
22.9K $534M
DFAE
Dimensional ETF Tr

ETFs
20.9K
New
$25.36 - $28.15 $531K - $590K
20.9K $531M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
6.55K
New
$77.23 - $82.11 $506K - $538K
6.55K $510M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
6.93K
New
$69.3 - $74.3 $480K - $515K
6.93K $495M
VO
Vanguard Mid Cap ETF

ETFs
1.84K
New
$261.5 - $284.63 $480K - $523K
1.84K $485M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
763
New
$521.84 - $558.82 $398K - $426K
763 $411M
PHYS
Sprott Physical Gold Trust

Financial Services
19.4K
New
$19.66 - $21.66 $381K - $419K
19.4K $390M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.13K
New
$316.94 - $357.88 $357K - $403K
1.13K $386M
VTV
Vanguard Value ETF

ETFs
2.06K
New
$168.32 - $181.87 $346K - $374K
2.06K $348M
DUK
Duke Energy Corp

Utilities
3.02K
New
$105.76 - $120.76 $319K - $365K
3.02K $325M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
7.53K
New
$37.84 - $44.21 $285K - $333K
7.53K $315M
VIG
Vanguard Dividend Appreciation

ETFs
1.6K
New
N/A
1.6K $313M
AMZN
Amazon Com Inc

Consumer Cyclical
1.25K
New
$180.88 - $232.93 $227K - $292K
1.25K $275M
CVX
Chevron Corp

Energy
1.87K
New
$141.15 - $162.53 $263K - $303K
1.87K $270M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.3K
New
$113.92 - $127.38 $261K - $292K
2.3K $264M
COP
Conocophillips

Energy
2.33K
New
$95.12 - $114.72 $222K - $267K
2.33K $231M
Activity Summary
Buys All Purchases 53 New Holdings 53 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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