Spring Vest Wealth Management LLC Sells in Q2 2025

Spring Vest Wealth Management LLC

  • $123 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-440
- 1.8%
$483.48 - $539.8 $213K - $238K
24K $11.6B
VCIT
Vanguard Intermediate Term Cor

ETFs
-12.7K
- 4.72%
$79.56 - $82.92 $1.01M - $1.05M
256K $21.3B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-19K
- 18.76%
$24.32 - $27.87 $462K - $530K
82.3K $2.18B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-7.02K
- 66.96%
$83.97 - $92.85 $589K - $651K
3.46K $306M
DFAU
Dimensional ETF Tr

ETFs
-22.1K
- 23.26%
$34.04 - $42.36 $751K - $934K
72.8K $3.08B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-16.1K
- 47.16%
$26.38 - $32.66 $425K - $526K
18.1K $590M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.83K
- 23.93%
$91.43 - $91.74 $350K - $351K
12.2K $1.12B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-2.59K
- 42.69%
$62.73 - $78.42 $163K - $203K
3.48K $270M
JHMM
John Hancock Multifactor Mid C

ETFs
-4.03K
- 15.85%
$50.32 - $61.13 $203K - $246K
21.4K $1.31B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.43K
- 19.22%
$52.31 - $63.72 $180K - $219K
14.4K $920M
AAPL
Apple Inc.

Technology
-196
- 3.92%
$172.42 - $223.89 $33.8K - $43.9K
4.8K $985M
CVX
Chevron Corp

Energy
-51
- 2.73%
$133.73 - $168.51 $6.82K - $8.59K
1.81K $260M
DUK
Duke Energy Corp

Utilities
-225
- 7.72%
$112.46 - $124.05 $25.3K - $27.9K
2.69K $317M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-247
- 2.29%
$48.13 - $49.85 $11.9K - $12.3K
10.6K $517M
AMZN
Amazon Com Inc

Consumer Cyclical
-68
- 5.18%
$167.32 - $223.3 $11.4K - $15.2K
1.25K $273M
DFAE
Dimensional ETF Tr

ETFs
-693
- 3.39%
$22.87 - $28.95 $15.8K - $20.1K
19.8K $572M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.4K
- 8.13%
$22.27 - $29.21 $53.4K - $70.1K
27.1K $792M
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.39%
$498.8 - $620.9 $2.49K - $3.1K
1.26K $784M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-537
- 1.61%
$51.16 - $62.02 $27.5K - $33.3K
32.8K $2.04B
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-465
- 2.03%
$86.58 - $104.98 $40.3K - $48.8K
22.5K $2.36B
MSFT
Microsoft Corp

Technology
-25
- 2.26%
$354.56 - $497.45 $8.86K - $12.4K
1.08K $537M
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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