Spring Vest Wealth Management LLC Portfolio Holdings by Sector

Spring Vest Wealth Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VCIT SPY VCSH SCHV DFAI DFCF DFAU VTIP 47 stocks	$94.2 Million 82.61% of portfolio	24	16	4	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$11.6 Million 10.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEP DUK 2 stocks	$3.89 Million 3.42% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$985,007 0.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$725,414 0.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$537,226 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PHYS 1 stocks	$491,106 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$297,605 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET 1 stocks	$288,582 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$273,141 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$259,747 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR 1 stocks	$213,328 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$209,617 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts

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