Vermillion Wealth Management, Inc. Reduced Holdings in Q1 2025

Vermillion Wealth Management, Inc.

  • $341 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-2.68K
- 20.3%
$106.98 - $149.43 $287K - $401K
10.5K $1.14B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-10.8K
- 13.36%
$47.35 - $48.24 $510K - $519K
69.8K $3.32B
AAPL
Apple Inc.

Technology
-209
- 1.98%
$209.68 - $247.1 $43.8K - $51.6K
10.3K $2.29B
AMZN
Amazon Com Inc

Consumer Cyclical
-253
- 4.79%
$190.26 - $242.06 $48.1K - $61.2K
5.03K $957M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-99
- 1.8%
$507.05 - $563.67 $50.2K - $55.8K
5.39K $2.77B
SPY
Spdr S&P 500 ETF Trust

ETFs
-219
- 12.0%
$551.42 - $612.93 $121K - $134K
1.61K $899M
VTWO
Vanguard Russell 2000 ETF

ETFs
-613
- 4.83%
$80.08 - $92.93 $49.1K - $57K
12.1K $974M
MSFT
Microsoft Corp

Technology
-77
- 3.98%
$375.39 - $447.2 $28.9K - $34.4K
1.86K $697M
WMT
Walmart Inc.

Consumer Defensive
-994
- 11.43%
$84.5 - $105.05 $84K - $104K
7.7K $676M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.17K
- 3.09%
$32.42 - $36.13 $37.9K - $42.2K
36.7K $1.21B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-584
- 0.9%
$21.75 - $24.28 $12.7K - $14.2K
64K $1.41B
XLK
Technology Sector Spdr

ETFs
-4
- 0.13%
$206.38 - $242.18 $826 - $969
3.04K $627M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-4.24K
- 20.64%
$25.54 - $28.79 $108K - $122K
16.3K $452M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.76K
- 11.8%
$23.16 - $27.04 $40.7K - $47.6K
13.2K $308M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-104
- 18.09%
$468.34 - $539.52 $48.7K - $56.1K
471 $221M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.85K
- 10.39%
$22.46 - $23.26 $86.4K - $89.5K
33.2K $768M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-3.86K
- 8.95%
$24.05 - $24.86 $92.8K - $95.9K
39.2K $975M
VTI
Vanguard Total Stock Market Et

ETFs
-41
- 1.09%
$271.18 - $303.12 $11.1K - $12.4K
3.7K $1.02B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-221
- 6.1%
$102.49 - $119.96 $22.7K - $26.5K
3.4K $356M
BNDX
Vanguard Total International B

ETFs
-915
- 7.37%
$48.33 - $49.5 $44.2K - $45.3K
11.5K $562M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.38K
- 23.9%
$30.73 - $32.26 $42.5K - $44.6K
4.41K $135M
KKR
Kkr & Co. Inc.

Financial Services
-82
- 7.56%
$108.17 - $167.07 $8.87K - $13.7K
1K $116M
GD
General Dynamics Corp

Industrials
-124
- 55.86%
$241.94 - $272.58 $30K - $33.8K
98 $26.7M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-706
- 8.27%
$46.74 - $47.55 $33K - $33.6K
7.83K $372M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-299
- 17.57%
$97.38 - $104.52 $29.1K - $31.3K
1.4K $143M
IVV
Ishares Core S&P 500 ETF

ETFs
-18
- 3.91%
$554.06 - $615.85 $9.97K - $11.1K
442 $249M
PANW
Palo Alto Networks Inc

Technology
-100
- 23.58%
$167.82 - $208.28 $16.8K - $20.8K
324 $55.3M
LMT
Lockheed Martin Corp

Industrials
-4
- 0.86%
$423.19 - $506.29 $1.69K - $2.03K
462 $206M
Super Micro Computer Inc
-900
- 25.71%
N/A
2.6K $89M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-713
- 25.41%
$25.77 - $27.6 $18.4K - $19.7K
2.09K $55.6M
CORP
Pimco Investment Grade Corp Bd

ETFs
-208
- 10.15%
$93.89 - $97.32 $19.5K - $20.2K
1.84K $178M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-34
- 15.53%
$408.78 - $448.82 $13.9K - $15.3K
185 $77.6M
PG
Procter & Gamble CO

Consumer Defensive
-115
- 7.7%
$158.56 - $176.26 $18.2K - $20.3K
1.38K $235M
GLW
Corning Inc

Technology
-298
- 49.67%
$44.91 - $54.25 $13.4K - $16.2K
302 $13.8M
ED
Consolidated Edison Inc

Utilities
-291
- 33.56%
$88.0 - $110.59 $25.6K - $32.2K
576 $63.7M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-330
- 26.59%
$56.12 - $68.15 $18.5K - $22.5K
911 $61.8M
PFE
Pfizer Inc

Healthcare
-359
- 14.96%
$25.01 - $27.13 $8.98K - $9.74K
2.04K $51.7M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-85
- 43.37%
$122.03 - $134.83 $10.4K - $11.5K
111 $13.6M
OTTR
Otter Tail Corp

Utilities
-166
- 34.3%
$72.43 - $83.38 $12K - $13.8K
318 $25.6M
XLP
Consumer Staples Sector Spdr

ETFs
-128
- 18.16%
N/A
577 $47.1M
SMMT
Summit Therapeutics Inc.

Healthcare
-504
- 50.0%
$16.65 - $23.76 $8.39K - $12K
504 $9.72M
NIO
Nio Inc.

Consumer Cyclical
-1.64K
- 45.09%
$3.75 - $5.22 $6.16K - $8.57K
2K $7.62M
KO
Coca Cola CO

Consumer Defensive
-205
- 29.62%
$60.81 - $72.32 $12.5K - $14.8K
487 $34.9M
Dimensional ETF Trust
-101
- 17.03%
N/A
492 $30.1M
IQV
Iqvia Holdings Inc.

Healthcare
-26
- 25.0%
$176.3 - $209.96 $4.58K - $5.46K
78 $13.8M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-151
- 23.74%
$32.39 - $34.01 $4.89K - $5.14K
485 $15.7M
VO
Vanguard Mid Cap ETF

ETFs
-2
- 0.24%
$251.87 - $277.95 $504 - $556
838 $217M
VBR
Vanguard Small Cap Value ETF

ETFs
-9
- 3.4%
$183.02 - $207.75 $1.65K - $1.87K
256 $47.7M
UNH
Unitedhealth Group Inc

Healthcare
-15
- 8.43%
$461.52 - $548.18 $6.92K - $8.22K
163 $85.6M
Activity Summary
Buys All Purchases 976 New Holdings 814 Increased Positions 162 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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