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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.7B
$3.2 Billion 2.74% of portfolio
34,735
Q4 2024 New
$90.6B
$325 Million 0.28% of portfolio
3,019
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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