Spring Vest Wealth Management LLC Purchases in Q1 2025

Spring Vest Wealth Management LLC

  • $121 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16K
New
$91.45 - $91.75 $1.46M - $1.47M
16K $1.47B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.44K
+ 5.27%
$77.7 - $78.94 $423K - $430K
109K $8.57B
DFAI
Dimensional ETF Tr

ETFs
6.24K
+ 4.78%
$28.88 - $32.4 $180K - $202K
137K $4.27B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
6.07K
New
$63.07 - $73.5 $383K - $446K
6.07K $426M
QLD
Proshares Ultra Qqq

ETFs
4K
New
$88.88 - $119.12 $356K - $477K
4K $356M
GLD
Spdr Gold Trust

ETFs
335
+ 6.29%
$243.19 - $288.14 $81.5K - $96.5K
5.66K $1.63B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.15K
+ 6.34%
$40.79 - $42.32 $251K - $260K
103K $4.34B
DFSD
Dimensional ETF Tr Short Durat

ETFs
6.25K
+ 24.75%
$46.74 - $47.55 $292K - $297K
31.5K $1.5B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.47K
+ 8.97%
$48.43 - $49.9 $216K - $223K
54.3K $2.71B
PM
Philip Morris International Inc.

Consumer Defensive
1.58K
New
$117.15 - $158.79 $185K - $251K
1.58K $253M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.37K
New
$56.51 - $62.98 $190K - $212K
3.37K $204M
XOM
Exxon Mobil Corp

Energy
1.71K
New
$105.44 - $118.93 $181K - $204K
1.71K $204M
VTV
Vanguard Value ETF

ETFs
1.11K
+ 53.74%
$167.73 - $179.21 $186K - $198K
3.16K $547M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.42K
+ 1.42%
$27.01 - $28.54 $38.4K - $40.6K
101K $2.83B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
750
+ 3.86%
$81.83 - $82.73 $61.4K - $62K
20.2K $1.67B
VO
Vanguard Mid Cap ETF

ETFs
282
+ 15.36%
$251.87 - $277.95 $71K - $78.4K
2.12K $548M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.04K
+ 4.58%
$29.82 - $30.1 $30.9K - $31.2K
23.7K $713M
COP
Conocophillips

Energy
5
+ 0.21%
$88.6 - $105.85 $443 - $529
2.33K $245M
DUHP
Dimensional ETF Tr Dimensional

ETFs
533
+ 2.21%
$32.57 - $35.82 $17.4K - $19.1K
24.7K $817M
JHMM
John Hancock Multifactor Mid C

ETFs
1.04K
+ 4.26%
$55.69 - $63.12 $57.8K - $65.5K
25.4K $1.46B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 1.18%
$507.05 - $563.67 $4.56K - $5.07K
772 $397M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
11
+ 0.16%
$67.03 - $74.61 $737 - $821
6.94K $472M
AMZN
Amazon Com Inc

Consumer Cyclical
59
+ 4.7%
$190.26 - $242.06 $11.2K - $14.3K
1.31K $250M
IWF
Ishares Russell 1000 Gr ETF

ETFs
78
+ 3.92%
$360.07 - $417.26 $28.1K - $32.5K
2.07K $747M
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
Track This Portfolio

Track Spring Vest Wealth Management LLC Portfolio

Follow Spring Vest Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spring Vest Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spring Vest Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email