Spring Vest Wealth Management LLC Portfolio Holdings by Sector

Spring Vest Wealth Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VCIT SPY VCSH SCHV DFCF DFAU DFAI SCHD 40 stocks	$87.6 Million 82.02% of portfolio	40	-	40	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$11.2 Million 10.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEP DUK 2 stocks	$3.53 Million 3.31% of portfolio	2	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.53 Million 1.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$723,716 0.68% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$641,842 0.6% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$431,238 0.4% of portfolio	2	-	2	-	0 Calls 0 Puts
Asset Management \| Financial Services PHYS 1 stocks	$389,910 0.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$275,115 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$270,127 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$230,949 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts

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