Vermillion & White Wealth Management Group, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 531 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $31.2B, Astoria Us Quality Growth Kings ETF with a value of $14.5B, Dimensional ETF Tr Core Fxd In with a value of $12.7B, Dimensional ETF Tr with a value of $9.75B, and Astoria Us Equal Wt Qlt Kings ETF with a value of $6.22B.
Examining the 13F form we can see an increase of $2.41B in the current position value, from $136B to 138B.
Vermillion & White Wealth Management Group, LLC is based out at Phoenixville, PA
Below you can find more details about Vermillion & White Wealth Management Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$138 Billion
ETFs: $100 Billion
Technology: $3.66 Billion
Industrials: $1.92 Billion
Consumer Defensive: $1.84 Billion
Financial Services: $1.46 Billion
Healthcare: $1.18 Billion
Consumer Cyclical: $887 Million
Utilities: $699 Million
Other: $1.35 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
