Vermillion & White Wealth Management Group, LLC Incresed Positions in Q3 2025

Vermillion & White Wealth Management Group, LLC

  • $176 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
203K
+ 25139.45%
$28.38 - $29.05 $5.75M - $5.89M
203K $5.88B
DFAI
Dimensional ETF Tr

ETFs
93.6K
+ 24.62%
$34.05 - $36.55 $3.19M - $3.42M
474K $17.2B
IVV
Ishares Core S&P 500 ETF

ETFs
1.64K
+ 2.94%
$620.67 - $670.08 $1.02M - $1.1M
57.2K $38.3B
DFAE
Dimensional ETF Tr

ETFs
79.4K
+ 56.88%
$28.84 - $31.84 $2.29M - $2.53M
219K $6.91B
Ea Astoria Dynmc Cre Us Fxd Incm ETF
86.4K
+ 60.28%
N/A
230K $5.83B
Astoria Us Equal Wt Qlt Kings ETF
44.4K
+ 19.95%
N/A
267K $9.22B
Doubleline Mortgage ETF
33.8K
+ 19520.81%
N/A
33.9K $1.69B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
25.2K
+ 7.07%
$41.8 - $43.15 $1.05M - $1.09M
382K $16.3B
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
8.83K
+ 5.14%
$16.28 - $18.33 $144K - $162K
181K $3.31B
DFSD
Dimensional ETF Tr Short Durat

ETFs
8.99K
+ 7.04%
$47.86 - $48.43 $430K - $435K
137K $6.58B
MSFT
Microsoft Corp

Technology
205
+ 6.07%
$491.09 - $535.64 $101K - $110K
3.58K $1.86B
Ishares Flexible Incme Active ETF
2.34K
+ 4.07%
N/A
59.7K $3.18B
AEP
American Electric Power CO Inc

Utilities
868
+ 578.67%
$103.26 - $115.0 $89.6K - $99.8K
1.02K $115M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
49
+ 0.27%
$84.28 - $89.46 $4.13K - $4.38K
18K $1.6B
GOOGL
Alphabet Inc.

Communication Services
263
+ 81.17%
$174.36 - $254.72 $45.9K - $67K
587 $143M
TSLA
Tesla, Inc.

Consumer Cyclical
22
+ 3.77%
$293.94 - $444.72 $6.47K - $9.78K
606 $270M
JPM
Jpmorgan Chase & CO

Financial Services
233
+ 99.57%
$282.78 - $316.06 $65.9K - $73.6K
467 $147M
JNJ
Johnson & Johnson

Healthcare
362
+ 96.28%
$155.17 - $185.42 $56.2K - $67.1K
738 $137M
ORCL
Oracle Corp

Technology
50
+ 4.81%
$218.96 - $328.33 $10.9K - $16.4K
1.09K $307M
VZ
Verizon Communications Inc

Communication Services
1.79K
+ 685.06%
$40.84 - $45.06 $73K - $80.6K
2.05K $90.1M
KO
Coca Cola CO

Consumer Defensive
1.26K
+ 107.76%
$65.67 - $71.67 $83K - $90.6K
2.44K $162M
NVDA
Nvidia Corp

Technology
75
+ 3.69%
$153.3 - $186.58 $11.5K - $14K
2.11K $393M
ABBV
Abb Vie Inc.

Healthcare
252
+ 140.0%
$184.85 - $231.54 $46.6K - $58.3K
432 $99.9M
CVX
Chevron Corp

Energy
400
+ 156.86%
$145.57 - $161.83 $58.2K - $64.7K
655 $102M
D
Dominion Energy, Inc

Utilities
1.01K
+ 417.28%
$56.32 - $62.1 $57.1K - $63K
1.26K $76.9M
SOFI
So Fi Technologies, Inc.

Financial Services
197
+ 2.81%
$17.64 - $29.81 $3.48K - $5.87K
7.2K $190M
LMT
Lockheed Martin Corp

Industrials
112
+ 430.77%
$410.74 - $499.21 $46K - $55.9K
138 $68.9M
TCNNF
Trulieve Cannabis Corp.

Healthcare
1K
+ 8.74%
$3.84 - $9.1 $3.84K - $9.1K
12.4K $100M
VFF
Village Farms International, Inc.

Consumer Defensive
6K
+ 38.03%
$1.12 - $3.33 $6.72K - $20K
21.8K $68.2M
ALL
Allstate Corp

Financial Services
160
+ 14.52%
$192.0 - $214.65 $30.7K - $34.3K
1.26K $271M
SEIC
Sei Investments CO

Financial Services
529
+ 637.35%
$84.85 - $93.8 $44.9K - $49.6K
612 $51.9M
MRK
Merck & Co., Inc.

Healthcare
502
+ 202.42%
$77.6 - $87.37 $39K - $43.9K
750 $62.9M
VTI
Vanguard Total Stock Market Et

ETFs
27
+ 2.04%
$303.93 - $329.86 $8.21K - $8.91K
1.35K $443M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
468
+ 5.25%
$39.8 - $42.86 $18.6K - $20.1K
9.39K $402M
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
26K
+ 400.0%
$0.87 - $1.4 $22.6K - $36.4K
32.5K $43.9M
AMZN
Amazon Com Inc

Consumer Cyclical
140
+ 4.52%
$211.65 - $238.24 $29.6K - $33.4K
3.24K $711M
Capital Group Core Balanced ETF
598
+ 7.36%
N/A
8.72K $303M
PFE
Pfizer Inc

Healthcare
806
+ 10.41%
$23.29 - $25.88 $18.8K - $20.9K
8.55K $218M
MET
Metlife Inc

Financial Services
316
+ 790.0%
$73.82 - $82.37 $23.3K - $26K
356 $29.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.19%
$567.77 - $614.76 $568 - $615
533 $326M
ADM
Archer Daniels Midland CO

Consumer Defensive
314
+ 44.99%
$53.54 - $64.21 $16.8K - $20.2K
1.01K $60.5M
T
At&T Inc.

Communication Services
728
+ 73.68%
$26.94 - $29.62 $19.6K - $21.6K
1.72K $48.5M
CGUS
Capital Group Core Equity ETF
236
+ 5.95%
$36.89 - $39.72 $8.71K - $9.37K
4.2K $166M
EVR
Evercore Inc.

Financial Services
47
+ 146.88%
$276.5 - $362.79 $13K - $17.1K
79 $26.6M
Grayscale Bitcoin Mini Trust ETF
200
+ 10.0%
N/A
2.2K $111M
TQQQ
Proshares Ultrapro Qqq

ETFs
81
+ 24.32%
$80.89 - $104.72 $6.55K - $8.48K
414 $42.8M
MA
Mastercard Inc

Financial Services
25
+ 227.27%
$550.18 - $598.96 $13.8K - $15K
36 $20.5M
META
Meta Platforms, Inc.

Communication Services
20
+ 14.18%
$695.21 - $791.73 $13.9K - $15.8K
161 $118M
V
Visa Inc.

Financial Services
45
+ 48.91%
$332.09 - $358.86 $14.9K - $16.1K
137 $46.8M
Activity Summary
Buys All Purchases 204 New Holdings 89 Increased Positions 115 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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