Vermillion & White Wealth Management Group, LLC Reduced Holdings in Q1 2025

Vermillion & White Wealth Management Group, LLC

  • $138 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IXN
Ishares Global Information Tec

ETFs
-24
- 1.05%
$75.73 - $88.4 $1.82K - $2.12K
2.26K $171M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-787
- 86.29%
$25.35 - $27.46 $20K - $21.6K
125 $3.31M
EMB
Ishares Tr

ETFs
-224
- 92.18%
$88.64 - $92.03 $19.9K - $20.6K
19 $1.68M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-445
- 7.08%
$51.52 - $52.37 $22.9K - $23.3K
5.84K $306M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
-1.6K
- 45.71%
$7.55 - $8.77 $12.1K - $14K
1.9K $15.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-466
- 5.98%
$44.72 - $46.25 $20.8K - $21.6K
7.33K $338M
CRM
Salesforce, Inc.

Technology
-32
- 62.75%
$268.36 - $359.95 $8.59K - $11.5K
19 $5.1M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-886
- 1.79%
$19.43 - $19.62 $17.2K - $17.4K
48.7K $955M
HYG
Ishares Tr

ETFs
-137
- 58.05%
$78.51 - $80.11 $10.8K - $11K
99 $7.81M
SPYG
Spdr Portfolio

ETFs
-6
- 0.45%
$80.05 - $92.39 $480 - $554
1.33K $107M
IXC
Ishares Tr Global Energy ETF

ETFs
-182
- 96.3%
$38.48 - $42.16 $7K - $7.67K
7 $294K
Dimensionl Global Real Estate ETF
-200
- 89.69%
N/A
23 $604K
PFF
Ishares Trust Ishares Pfd And

ETFs
-141
- 20.35%
$30.73 - $32.26 $4.33K - $4.55K
552 $17M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-60
- 6.16%
$56.17 - $59.71 $3.37K - $3.58K
914 $52.2M
F
Ford Motor CO

Consumer Cyclical
-360
- 12.78%
$9.12 - $10.43 $3.28K - $3.75K
2.46K $24.6M
ADBE
Adobe Inc.

Technology
-2
- 10.0%
$377.84 - $464.11 $756 - $928
18 $6.9M
VEA
Vanguard Ftse Developed Market

ETFs
-58
- 16.2%
$47.4 - $52.99 $2.75K - $3.07K
300 $15.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3
- 2.16%
$102.49 - $119.96 $307 - $360
136 $14.2M
Traws Pharma Inc
-109
- 53.17%
N/A
96 $221K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-73
- 6.45%
$32.74 - $36.2 $2.39K - $2.64K
1.06K $37M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-12
- 22.22%
$58.32 - $65.09 $700 - $781
42 $2.53M
Bots Inc Ordf
-105K
- 35.59%
N/A
190K $950K
IYE
Ishares Tr

ETFs
-97
- 7.34%
$45.23 - $49.95 $4.39K - $4.85K
1.23K $60.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-28
- 1.83%
$71.17 - $73.66 $1.99K - $2.06K
1.51K $111M
VLUE
Ishares Msci Usa Value Factor

ETFs
-5
- 0.58%
$104.89 - $113.56 $524 - $568
860 $91.7M
SCHW
Schwab Charles Corp

Financial Services
-41
- 4.51%
$71.24 - $83.64 $2.92K - $3.43K
868 $67.9M
VDC
Vanguard Consumer Staples ETF

ETFs
-5
- 1.97%
$206.54 - $226.16 $1.03K - $1.13K
249 $54.5M
Solventum Corp
-5
- 3.97%
N/A
121 $9.2M
CVS
Cvs Health Corp

Healthcare
-65
- 19.01%
$44.22 - $68.64 $2.87K - $4.46K
277 $18.8M
IEFA
Ishares Tr

ETFs
-4
- 0.13%
$69.57 - $78.65 $278 - $315
3.11K $235M
EXC
Exelon Corp

Utilities
-79
- 1.79%
$37.3 - $46.08 $2.95K - $3.64K
4.33K $199M
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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