Spring Vest Wealth Management LLC Portfolio Holdings

Spring Vest Wealth Management LLC

  • $121 Billion
  • Q1 2025

Spring Vest Wealth Management LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $22B, Berkshire Hathaway Inc Class B with a value of $13B, Spdr S&P 500 ETF Trust with a value of $9.77B, Vanguard Bd Index Fds with a value of $9.17B, and Vanguard Sht Term Corp Bd ETF with a value of $8.57B.

Examining the 13F form we can see an increase of $3.88B in the current position value, from $117B to 121B.

Spring Vest Wealth Management LLC is based out at Dallas, TX

Below you can find more details about Spring Vest Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
ETFs: $90.6 Billion
Financial Services: $13.5 Billion
Utilities: $4.12 Billion
Technology: $2.01 Billion
Energy: $761 Million
Consumer Defensive: $253 Million
Consumer Cyclical: $250 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22 Billion 18.24% of portfolio
269,001
Q1 2025 Reduced 1.84%
$694B
$13 Billion 10.78% of portfolio
24,415
Q1 2025 Reduced 0.86%
$0
$9.77 Billion 8.1% of portfolio
17,404
Q1 2025 Reduced 1.01%
-
$9.17 Billion 7.61% of portfolio
-
Q1 2025 Reduced 8.64%
$0
$8.57 Billion 7.11% of portfolio
108,624
Q1 2025 Added 5.27%
$0
$4.93 Billion 4.09% of portfolio
185,364
Q1 2025 Reduced 1.33%
$0
$4.34 Billion 3.6% of portfolio
103,202
Q1 2025 Added 6.34%
$0
$4.27 Billion 3.54% of portfolio
136,696
Q1 2025 Added 4.78%
$55.2B
$3.77 Billion 3.12% of portfolio
34,474
Q1 2025 Reduced 0.75%
$0
$3.64 Billion 3.02% of portfolio
94,802
Q1 2025 Reduced 1.3%
$0
$2.83 Billion 2.35% of portfolio
101,347
Q1 2025 Added 1.42%
$0
$2.71 Billion 2.25% of portfolio
54,270
Q1 2025 Added 8.97%
$0
$2.26 Billion 1.88% of portfolio
22,919
Q1 2025 Reduced 0.79%
$0
$1.95 Billion 1.61% of portfolio
33,378
Q1 2025 Reduced 12.03%
$0
$1.67 Billion 1.38% of portfolio
20,174
Q1 2025 Added 3.86%
$106B
$1.63 Billion 1.35% of portfolio
5,663
Q1 2025 Added 6.29%
$0
$1.47 Billion 1.22% of portfolio
15,985
Q1 2025 New
$0
$1.46 Billion 1.21% of portfolio
25,406
Q1 2025 Added 4.26%
$3.2T
$1.11 Billion 0.92% of portfolio
4,997
Q1 2025 Reduced 18.36%
$0
$1.07 Billion 0.89% of portfolio
17,869
Q1 2025 Reduced 3.5%
$0
$1.01 Billion 0.84% of portfolio
34,164
Q4 2024 New
$0
$954 Million 0.79% of portfolio
10,477
Q1 2025 Reduced 2.87%
$0
$817 Million 0.68% of portfolio
24,653
Q1 2025 Added 2.21%
$0
$783 Million 0.65% of portfolio
36,359
Q4 2024 New
$0
$747 Million 0.62% of portfolio
2,070
Q1 2025 Added 3.92%
$0
$739 Million 0.61% of portfolio
29,521
Q4 2024 New
$0
$713 Million 0.59% of portfolio
23,676
Q1 2025 Added 4.58%
$0
$707 Million 0.59% of portfolio
6,614
Q4 2024 New
$0
$712 Million 0.59% of portfolio
1,268
Q1 2025 Reduced 3.94%
$0
$633 Million 0.52% of portfolio
8,082
Q1 2025 Reduced 0.16%
$0
$541 Million 0.45% of portfolio
11,374
Q4 2024 New
$0
$548 Million 0.45% of portfolio
2,118
Q1 2025 Added 15.36%
$0
$547 Million 0.45% of portfolio
3,164
Q1 2025 Added 53.74%
$0
$536 Million 0.44% of portfolio
10,800
Q4 2024 New
$0
$530 Million 0.44% of portfolio
20,453
Q1 2025 Reduced 2.36%
$0
$520 Million 0.43% of portfolio
6,551
Q4 2024 New
$284B
$489 Million 0.41% of portfolio
4,511
Q1 2025 Reduced 16.29%
$0
$472 Million 0.39% of portfolio
6,942
Q1 2025 Added 0.16%
$0
$472 Million 0.39% of portfolio
19,836
Q1 2025 Reduced 13.56%
$0
$466 Million 0.39% of portfolio
19,360
Q4 2024 New
$0
$426 Million 0.35% of portfolio
6,070
Q1 2025 New
$3.25T
$415 Million 0.34% of portfolio
1,105
Q1 2025 Reduced 27.45%
$0
$397 Million 0.33% of portfolio
772
Q1 2025 Added 1.18%
$0
$347 Million 0.29% of portfolio
1,125
Q4 2024 New
$93B
$355 Million 0.29% of portfolio
2,914
Q1 2025 Reduced 3.48%
$0
$356 Million 0.29% of portfolio
4,002
Q1 2025 New
$0
$310 Million 0.26% of portfolio
1,600
Q4 2024 New
$265B
$312 Million 0.26% of portfolio
1,865
Q4 2024 New
$0
$269 Million 0.22% of portfolio
6,959
Q1 2025 Reduced 7.57%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $121 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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