Vermillion Wealth Management, Inc. Reduced Holdings in Q2 2025

Vermillion Wealth Management, Inc.

  • $209 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.79K
- 33.49%
$483.48 - $539.8 $2.8M - $3.13M
11.5K $5.59B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-48.4K
- 51.56%
$48.13 - $49.85 $2.33M - $2.41M
45.5K $2.23B
LLY
Eli Lilly & CO

Healthcare
-2.49K
- 46.91%
$713.71 - $898.95 $1.78M - $2.24M
2.82K $2.2B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-21.2K
- 6.53%
$72.02 - $73.82 $1.53M - $1.56M
303K $22.3B
AAPL
Apple Inc.

Technology
-732
- 7.09%
$172.42 - $223.89 $126K - $164K
9.6K $1.97B
XOM
Exxon Mobil Corp

Energy
-2.31K
- 68.51%
$99.93 - $119.04 $231K - $275K
1.06K $114M
COP
Conocophillips

Energy
-1.69K
- 68.31%
$82.66 - $106.1 $140K - $179K
784 $70.3M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-7.71K
- 19.65%
$24.54 - $25.07 $189K - $193K
31.5K $789M
ASML
Asml Holding Nv

Technology
-205
- 99.03%
$595.37 - $815.24 $122K - $167K
2 $1.6M
DFSB
Dimensional ETF Tr Dimensional
-2.94K
- 10.94%
N/A
23.9K $1.25B
BA
Boeing CO

Industrials
-835
- 53.35%
$136.59 - $217.51 $114K - $182K
730 $153M
CVX
Chevron Corp

Energy
-319
- 13.92%
$133.73 - $168.51 $42.7K - $53.8K
1.97K $283M
QCOM
Qualcomm Inc

Technology
-599
- 64.97%
$124.66 - $159.48 $74.7K - $95.5K
323 $51.5M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.93K
- 11.85%
$22.68 - $23.28 $89.2K - $91.5K
29.2K $679M
XEL
Xcel Energy Inc

Utilities
-655
- 4.05%
$65.65 - $72.39 $43K - $47.4K
15.5K $1.06B
GLDM
World Gold Trust

ETFs
-1.57K
- 24.11%
$58.96 - $67.97 $92.6K - $107K
4.94K $324M
IBM
International Business Machines Corp

Technology
-324
- 61.13%
$221.03 - $294.78 $71.6K - $95.5K
206 $60.7M
GILD
Gilead Sciences, Inc.

Healthcare
-611
- 85.94%
$96.91 - $113.0 $59.2K - $69K
100 $11.1M
MDT
Medtronic PLC

Healthcare
-603
- 15.02%
$80.68 - $88.86 $48.7K - $53.6K
3.41K $297M
LMT
Lockheed Martin Corp

Industrials
-150
- 32.47%
$430.82 - $486.45 $64.6K - $73K
312 $145M
C
Citigroup Inc

Financial Services
-1K
- 55.56%
$58.13 - $85.12 $58.1K - $85.1K
800 $68.1M
IRBO
Ishares Robotics & Artificial

ETFs
-1.76K
- 96.7%
N/A
60 $2.46M
ALCC
Alt C Acquisition Corp.

Financial Services
-3.12K
- 86.18%
N/A
500 $28M
PEP
Pepsico Inc

Consumer Defensive
-302
- 57.97%
$128.02 - $151.37 $38.7K - $45.7K
219 $28.9M
BNDX
Vanguard Total International B

ETFs
-1.15K
- 10.03%
$48.77 - $49.55 $56.3K - $57.2K
10.4K $513M
VDE
Vanguard Energy ETF

ETFs
-272
- 17.28%
$105.87 - $130.56 $28.8K - $35.5K
1.3K $155M
VTC
Vanguard Scottsdale Fds Total

ETFs
-634
- 36.04%
$74.71 - $77.33 $47.4K - $49K
1.13K $87M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.39K
- 31.53%
$29.0 - $30.68 $40.3K - $42.6K
3.02K $92.6M
BMY
Bristol Myers Squibb CO

Healthcare
-405
- 37.12%
$44.12 - $59.6 $17.9K - $24.1K
686 $31.8M
MMM
3 M CO

Industrials
-250
- 35.41%
$126.09 - $154.15 $31.5K - $38.5K
456 $69.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
-432
- 25.46%
$79.56 - $82.92 $34.4K - $35.8K
1.27K $105M
PG
Procter & Gamble CO

Consumer Defensive
-87
- 6.31%
$157.66 - $172.39 $13.7K - $15K
1.29K $206M
XLP
Consumer Staples Sector Spdr

ETFs
-339
- 58.75%
N/A
238 $19.2M
PANW
Palo Alto Networks Inc

Technology
-189
- 58.33%
$152.44 - $204.64 $28.8K - $38.7K
135 $27.6M
SPYG
Spdr Portfolio

ETFs
-379
- 58.49%
$71.83 - $95.32 $27.2K - $36.1K
269 $25.7M
BHP
Bhp Group LTD

Basic Materials
-532
- 34.59%
$40.22 - $50.88 $21.4K - $27.1K
1.01K $48.4M
RTX
Raytheon Technologies Corp

Industrials
-200
- 42.37%
$113.75 - $148.48 $22.8K - $29.7K
272 $39.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-292
- 20.04%
$77.74 - $78.78 $22.7K - $23K
1.17K $91.7M
HRL
Hormel Foods Corp

Consumer Defensive
-143
- 0.56%
$29.11 - $31.44 $4.16K - $4.5K
25.5K $771M
ET
Energy Transfer LP

Energy
-956
- 40.87%
$15.65 - $18.93 $15K - $18.1K
1.38K $25.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-261
- 28.65%
$63.54 - $68.5 $16.6K - $17.9K
650 $43.8M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-154
- 10.98%
$90.85 - $102.31 $14K - $15.8K
1.25K $126M
BWXT
Bwx Technologies, Inc.

Industrials
-225
- 61.98%
$89.24 - $144.06 $20.1K - $32.4K
138 $19.9M
CPER
United States Copper Index Fun

ETFs
-481
- 47.25%
$25.72 - $31.7 $12.4K - $15.2K
537 $17M
IBB
Ishares Biotechnology ETF

ETFs
-105
- 19.81%
$112.02 - $129.0 $11.8K - $13.5K
425 $53.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.51K
- 11.46%
$20.42 - $25.3 $30.8K - $38.1K
11.6K $295M
SCHO
Schwab Short Term Us Treasury

ETFs
-547
- 9.76%
$24.19 - $24.45 $13.2K - $13.4K
5.06K $123M
EMR
Emerson Electric CO

Industrials
-128
- 76.65%
$94.15 - $133.33 $12.1K - $17.1K
39 $5.2M
MSTR
Microstrategy Inc

Technology
-85
- 45.95%
$237.95 - $421.61 $20.2K - $35.8K
100 $40.4M
Activity Summary
Buys All Purchases 197 New Holdings 34 Increased Positions 163 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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