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 DFCF DFAI SCHV DFSD DFAU 47 stocks	$103 Million 83.27% of portfolio	21	15	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$11.6 Million 9.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEP DUK 2 stocks	$4.21 Million 3.4% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.17 Million 0.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$851,225 0.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PHYS 1 stocks	$573,828 0.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$560,099 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$282,007 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$269,852 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$267,146 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$251,410 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$221,036 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$218,708 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR 1 stocks	$209,888 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts

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