Vermillion & White Wealth Management Group, LLC Incresed Positions in Q4 2024

Vermillion & White Wealth Management Group, LLC

  • $136 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
80K
+ 27288.74%
$66.77 - $71.52 $5.34M - $5.72M
80.2K $5.53B
IEMG
Ishares Inc

ETFs
57.1K
+ 1024.19%
N/A
62.7K $3.27B
IVV
Ishares Core S&P 500 ETF

ETFs
3.31K
+ 9.29%
$570.51 - $610.59 $1.89M - $2.02M
39K $22.9B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
51.1K
+ 56.1%
$34.13 - $37.35 $1.74M - $1.91M
142K $4.85B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.31K
+ 218.83%
$49.03 - $53.35 $358K - $390K
10.6K $546M
VTI
Vanguard Total Stock Market Et

ETFs
16
+ 1.17%
$280.04 - $302.45 $4.48K - $4.84K
1.39K $403M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
9.75K
+ 10.53%
$41.17 - $43.34 $401K - $423K
102K $4.23B
Ishares Flexible Incme Active ETF
2.71K
+ 335.77%
N/A
3.52K $183M
IYW
Ishares Dj Us Tech ETF

ETFs
662
+ 29.87%
$148.14 - $166.23 $98.1K - $110K
2.88K $459M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.67K
+ 25.24%
$87.1 - $98.49 $232K - $263K
13.2K $1.16B
PSJ
Invesco Exchange Traded Fd Tr

ETFs
2.53K
+ 724.64%
N/A
2.88K $130M
HEFA
Ishares Currency Hedged Msci E

ETFs
3.22K
+ 360.63%
$34.42 - $35.88 $111K - $116K
4.12K $143M
AAPL
Apple Inc.

Technology
7
+ 0.12%
$221.69 - $259.02 $1.55K - $1.81K
5.65K $1.41B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.29K
+ 36.15%
$55.45 - $61.08 $127K - $140K
8.63K $478M
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.77K
+ 4.02%
$32.65 - $33.68 $254K - $262K
201K $6.59B
DFAI
Dimensional ETF Tr

ETFs
15.4K
+ 10.38%
$29.0 - $31.6 $446K - $486K
164K $4.78B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
53
+ 0.31%
$100.18 - $109.1 $5.31K - $5.78K
17.1K $1.79B
DWAC
Digital World Acquisition Corp.

Financial Services
1.57K
+ 52333.33%
N/A
1.57K $53.6M
IFRA
Ishares Tr

ETFs
1.13K
+ 342.12%
$45.94 - $51.71 $51.9K - $58.4K
1.46K $67.5M
UNH
Unitedhealth Group Inc

Healthcare
150
+ 37.78%
$485.52 - $625.25 $72.8K - $93.8K
547 $277M
MO
Altria Group, Inc.

Consumer Defensive
102
+ 0.72%
$49.06 - $57.74 $5K - $5.89K
14.2K $743M
IVW
Ishares S&P 500 Growth ETF

ETFs
48
+ 2.03%
$94.43 - $105.47 $4.53K - $5.06K
2.42K $245M
UBER
Uber Technologies, Inc

Technology
300
+ 60.0%
$59.93 - $86.34 $18K - $25.9K
800 $48.3M
EMB
Ishares Tr

ETFs
117
+ 92.86%
$88.94 - $93.46 $10.4K - $10.9K
243 $21.7M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
373
+ 1.02%
$20.6 - $20.71 $7.68K - $7.72K
37.1K $766M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.4%
$521.84 - $558.82 $1.04K - $1.12K
508 $274M
KMI
Kinder Morgan, Inc.

Energy
10
+ 1.06%
$22.59 - $28.54 $226 - $285
952 $26.1M
TFLO
Ishares Treasury Floating Rate

ETFs
131
+ 1.22%
$50.37 - $50.63 $6.6K - $6.63K
10.9K $550M
IXN
Ishares Global Information Tec

ETFs
1
+ 0.04%
$80.67 - $87.84 $80.7 - $87.8
2.28K $193M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
168
+ 0.63%
$24.45 - $24.62 $4.11K - $4.14K
26.7K $654M
HYSR
Sunhydrogen, Inc.

Technology
500K
+ 33.33%
$0.02 - $0.03 $10K - $15K
2M $45.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
24
+ 3.43%
$126.68 - $134.74 $3.04K - $3.23K
724 $92.4M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
368
+ 1.01%
$19.38 - $19.58 $7.13K - $7.21K
36.7K $713M
BAC
Bank Of America Corp

Financial Services
3
+ 0.6%
$39.22 - $47.77 $118 - $143
507 $22.3M
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.68%
$233.76 - $261.58 $701 - $785
447 $107M
Dimensional Us Core Equity 1 ETF
1
+ 0.05%
N/A
1.97K $126M
FVAL
Fidelity Covington Tr Value Fa

ETFs
14
+ 2.03%
$60.19 - $64.39 $843 - $901
702 $43.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.29%
$124.26 - $134.12 $124 - $134
344 $44.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2
+ 0.05%
$33.92 - $36.6 $67.8 - $73.2
3.64K $126M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
341
+ 5.84%
$26.08 - $27.65 $8.89K - $9.43K
6.18K $162M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 1.15%
$201.32 - $217.44 $201 - $217
88 $18.1M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
36
+ 3.43%
$24.66 - $27.63 $888 - $995
1.09K $27.5M
ATO
Atmos Energy Corp

Utilities
1
+ 0.94%
$136.41 - $151.43 $136 - $151
107 $14.9M
SWBI
Smith & Wesson Brands, Inc.

Industrials
1
+ 4.35%
$9.79 - $14.1 $9.79 - $14.1
24 $241K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1
+ 2.38%
$22.21 - $24.22 $22.2 - $24.2
43 $959K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
168
+ 0.7%
$23.48 - $23.73 $3.94K - $3.99K
24.1K $569M
ACWI
Ishares Msci Acwi ETF

ETFs
2
+ 1.59%
$117.05 - $123.03 $234 - $246
128 $15M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.72%
$113.92 - $127.38 $114 - $127
139 $16M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
42
+ 1.84%
$26.55 - $27.32 $1.12K - $1.15K
2.33K $62.2M
Activity Summary
Buys All Purchases 132 New Holdings 56 Increased Positions 76 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Vermillion & White Wealth Management Group, LLC Portfolio

Follow Vermillion & White Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vermillion & White Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vermillion & White Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email