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 DFCF DFAI DFAU SCHD 43 stocks	$90.6 Million 81.27% of portfolio	21	13	5	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$13 Million 11.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEP DUK 2 stocks	$4.12 Million 3.7% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.11 Million 1.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$515,758 0.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$488,964 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PHYS 1 stocks	$465,802 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$414,693 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$252,606 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$249,811 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$245,091 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts

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