Vermillion & White Wealth Management Group, LLC Incresed Positions in Q1 2025

Vermillion & White Wealth Management Group, LLC

  • $138 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Astoria Us Quality Growth Kings ETF
438K
+ 240.92%
N/A
620K $14.5B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
200K
+ 194.98%
$40.79 - $42.32 $8.14M - $8.45M
302K $12.7B
IVV
Ishares Core S&P 500 ETF

ETFs
16.6K
+ 42.67%
$554.06 - $615.85 $9.21M - $10.2M
55.6K $31.2B
HEFA
Ishares Currency Hedged Msci E

ETFs
149K
+ 3626.93%
$34.83 - $37.52 $5.2M - $5.6M
153K $5.57B
DFAI
Dimensional ETF Tr

ETFs
149K
+ 90.88%
$28.88 - $32.4 $4.29M - $4.82M
312K $9.75B
DFSD
Dimensional ETF Tr Short Durat

ETFs
68.6K
+ 116.62%
$46.74 - $47.55 $3.21M - $3.26M
127K $6.05B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
102K
+ 4560.47%
$27.01 - $28.54 $2.76M - $2.92M
105K $2.92B
Ishares Flexible Incme Active ETF
53.9K
+ 1532.04%
N/A
57.5K $3.01B
DFAE
Dimensional ETF Tr

ETFs
101K
+ 218.17%
$24.64 - $26.86 $2.5M - $2.72M
148K $3.82B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
20.3K
+ 121.91%
$87.68 - $94.52 $1.78M - $1.92M
37K $3.47B
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
14.9K
+ 61.67%
$23.55 - $23.74 $350K - $353K
39K $921M
VT
Vanguard Total World Stk Index

ETFs
1.71K
+ 170800.0%
$115.08 - $123.97 $197K - $212K
1.71K $198M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
7.59K
+ 19.46%
$23.49 - $23.77 $178K - $180K
46.6K $1.1B
BSMP
Invesco Bulletshares 2025 Muni

ETFs
7.05K
+ 26.42%
$24.41 - $24.65 $172K - $174K
33.7K $826M
AMZN
Amazon Com Inc

Consumer Cyclical
1.1K
+ 70.71%
$190.26 - $242.06 $209K - $267K
2.66K $506M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.71K
+ 21.01%
$19.42 - $19.54 $150K - $151K
44.4K $865M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.48K
+ 1264.1%
$95.85 - $99.25 $142K - $147K
1.6K $158M
MO
Altria Group, Inc.

Consumer Defensive
502
+ 3.53%
$50.81 - $60.02 $25.5K - $30.1K
14.7K $883M
PM
Philip Morris International Inc.

Consumer Defensive
108
+ 3.41%
$117.15 - $158.79 $12.7K - $17.1K
3.27K $520M
CB
Chubb LTD

Financial Services
379
+ 42.25%
$257.71 - $301.99 $97.7K - $114K
1.28K $385M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.15K
+ 250.58%
$51.26 - $52.53 $110K - $113K
3K $155M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.22K
+ 250.73%
$49.25 - $50.66 $110K - $113K
3.11K $154M
TT
Trane Technologies PLC

Industrials
275
+ 366.67%
$332.0 - $400.86 $91.3K - $110K
350 $118M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.18K
+ 8.57%
$20.64 - $20.73 $65.6K - $65.9K
40.2K $832M
ICVT
Ishares Tr Convertible Bond Et

ETFs
629
+ 537.61%
$83.18 - $89.27 $52.3K - $56.2K
746 $62.4M
NVEE
Nv5 Global, Inc.

Industrials
2K
+ 200.0%
$17.03 - $19.42 $34.1K - $38.8K
3K $57.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
211
+ 29.14%
$126.11 - $135.06 $26.6K - $28.5K
935 $121M
SO
Southern CO

Utilities
196
+ 24.84%
$80.96 - $92.96 $15.9K - $18.2K
985 $90.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
500
+ 1063.83%
$49.42 - $50.43 $24.7K - $25.2K
547 $27.3M
UBER
Uber Technologies, Inc

Technology
200
+ 25.0%
$63.17 - $81.49 $12.6K - $16.3K
1K $72.9M
XOM
Exxon Mobil Corp

Energy
142
+ 25.13%
$105.44 - $118.93 $15K - $16.9K
707 $84.1M
PG
Procter & Gamble CO

Consumer Defensive
119
+ 27.61%
$158.56 - $176.26 $18.9K - $21K
550 $93.8M
VUG
Vanguard Growth ETF

ETFs
52
+ 577.78%
$369.1 - $427.61 $19.2K - $22.2K
61 $22.6M
CVX
Chevron Corp

Energy
107
+ 356.67%
$146.71 - $167.97 $15.7K - $18K
137 $22.9M
ADM
Archer Daniels Midland CO

Consumer Defensive
359
+ 485.14%
$45.22 - $52.17 $16.2K - $18.7K
433 $20.8M
NEE
Nextera Energy Inc

Utilities
242
+ 71.81%
$66.96 - $76.16 $16.2K - $18.4K
579 $41M
QCOM
Qualcomm Inc

Technology
93
+ 122.37%
$151.94 - $175.86 $14.1K - $16.4K
169 $26M
JNJ
Johnson & Johnson

Healthcare
55
+ 32.16%
$142.06 - $167.7 $7.81K - $9.22K
226 $37.5M
WMT
Walmart Inc.

Consumer Defensive
160
+ 26.67%
$84.5 - $105.05 $13.5K - $16.8K
760 $66.7M
TGT
Target Corp

Consumer Defensive
114
+ 11400.0%
$103.65 - $142.5 $11.8K - $16.2K
115 $12M
SYY
Sysco Corp

Consumer Defensive
152
+ 241.27%
$70.0 - $77.13 $10.6K - $11.7K
215 $16.1M
GD
General Dynamics Corp

Industrials
39
+ 177.27%
$241.94 - $272.58 $9.44K - $10.6K
61 $16.6M
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.37%
$461.52 - $548.18 $923 - $1.1K
549 $288M
ECL
Ecolab Inc.

Basic Materials
40
+ 160.0%
$229.72 - $269.82 $9.19K - $10.8K
65 $16.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
88
+ 17.5%
$56.51 - $62.98 $4.97K - $5.54K
591 $35.9M
NVDA
Nvidia Corp

Technology
230
+ 32.26%
$106.98 - $149.43 $24.6K - $34.4K
943 $102M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.56%
$169.2 - $216.66 $169 - $217
178 $37.4M
VZ
Verizon Communications Inc

Communication Services
9
+ 1.12%
$37.81 - $46.49 $340 - $418
814 $36.9M
T Rowe Price Cptl Aprctneqt ETF
149
+ 183.95%
N/A
230 $7.42M
Activity Summary
Buys All Purchases 259 New Holdings 181 Increased Positions 78 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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