Spring Vest Wealth Management LLC Sells in Q1 2025

Spring Vest Wealth Management LLC

  • $121 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUSB
Vanguard Bd Index Fds
-17.4K
- 8.64%
N/A
184K $9.17B
SPY
Spdr S&P 500 ETF Trust

ETFs
-178
- 1.01%
$551.42 - $612.93 $98.2K - $109K
17.4K $9.77B
AAPL
Apple Inc.

Technology
-1.12K
- 18.36%
$209.68 - $247.1 $236K - $278K
5K $1.11B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.56K
- 12.03%
$57.21 - $65.8 $261K - $300K
33.4K $1.95B
DFAU
Dimensional ETF Tr

ETFs
-1.25K
- 1.3%
$37.84 - $42.29 $47.4K - $53K
94.8K $3.64B
NVDA
Nvidia Corp

Technology
-878
- 16.29%
$106.98 - $149.43 $93.9K - $131K
4.51K $489M
MSFT
Microsoft Corp

Technology
-418
- 27.45%
$375.39 - $447.2 $157K - $187K
1.11K $415M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-182
- 0.79%
$96.85 - $111.39 $17.6K - $20.3K
22.9K $2.26B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-648
- 3.5%
$58.81 - $68.2 $38.1K - $44.2K
17.9K $1.07B
IVV
Ishares Core S&P 500 ETF

ETFs
-52
- 3.94%
$554.06 - $615.85 $28.8K - $32K
1.27K $712M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
-570
- 7.57%
$37.73 - $43.15 $21.5K - $24.6K
6.96K $269M
VCIT
Vanguard Intermediate Term Cor

ETFs
-5.05K
- 1.84%
$79.17 - $82.04 $400K - $414K
269K $22B
DFAE
Dimensional ETF Tr

ETFs
-495
- 2.36%
$24.64 - $26.86 $12.2K - $13.3K
20.5K $530M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-13
- 0.16%
$76.94 - $78.28 $1K - $1.02K
8.08K $633M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-310
- 2.87%
$85.29 - $92.57 $26.4K - $28.7K
10.5K $954M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.5K
- 1.33%
$25.77 - $27.6 $64.4K - $69K
185K $4.93B
DUK
Duke Energy Corp

Utilities
-105
- 3.48%
$105.87 - $121.97 $11.1K - $12.8K
2.91K $355M
AEP
American Electric Power CO Inc

Utilities
-261
- 0.75%
$90.32 - $109.27 $23.6K - $28.5K
34.5K $3.77B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-211
- 0.86%
$442.66 - $534.52 $93.4K - $113K
24.4K $13B
Activity Summary
Buys All Purchases 25 New Holdings 7 Increased Positions 18 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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