Vermillion & White Wealth Management Group, LLC Sells in Q2 2025

Vermillion & White Wealth Management Group, LLC

  • $154 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-102K
- 97.11%
$24.32 - $27.87 $2.47M - $2.83M
3.02K $80M
HEFA
Ishares Currency Hedged Msci E

ETFs
-78.2K
- 50.98%
$32.11 - $38.21 $2.51M - $2.99M
75.2K $2.86B
UPS
United Parcel Service Inc

Industrials
-10.2K
- 97.25%
$91.92 - $110.2 $937K - $1.12M
288 $29.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.15K
- 55.86%
$152.42 - $182.82 $632K - $758K
3.28K $599M
VIG
Vanguard Dividend Appreciation

ETFs
-2.9K
- 97.84%
N/A
64 $13.1M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
-12.6K
- 27.13%
$23.03 - $23.64 $291K - $299K
34K $797M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-13.4K
- 27.45%
$19.49 - $19.66 $261K - $263K
35.3K $695M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-10.8K
- 27.58%
$23.2 - $23.63 $250K - $254K
28.2K $666M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-11.3K
- 28.01%
$20.66 - $20.74 $233K - $234K
29K $599M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-12K
- 27.07%
$19.44 - $19.56 $234K - $235K
32.4K $632M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
-10K
- 26.3%
$20.29 - $21.52 $204K - $216K
28.2K $606M
BSJR
Invesco Indx Tr

ETFs
-7.9K
- 27.79%
$21.81 - $22.71 $172K - $179K
20.5K $466M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-7.98K
- 27.28%
$20.93 - $22.05 $167K - $176K
21.3K $469M
XTWO
Bondbloxx ETF Tr 2 Yr Target D
-3.16K
- 28.17%
N/A
8.05K $399M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-2.58K
- 27.93%
N/A
6.66K $330M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-648
- 69.3%
$114.78 - $133.31 $74.4K - $86.4K
287 $38.3M
TT
Trane Technologies PLC

Industrials
-150
- 42.86%
$315.21 - $437.41 $47.3K - $65.6K
200 $87.5M
VZ
Verizon Communications Inc

Communication Services
-553
- 67.94%
$41.67 - $45.62 $23K - $25.2K
261 $11.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-450
- 16.91%
$108.06 - $135.3 $48.6K - $60.9K
2.21K $299M
V
Visa Inc.

Financial Services
-61
- 39.87%
$308.27 - $373.31 $18.8K - $22.8K
92 $32.6M
GTBIF
Green Thumb Industries Inc.

Healthcare
-2K
- 6.89%
$4.82 - $6.6 $9.64K - $13.2K
27K $149M
EXC
Exelon Corp

Utilities
-78
- 1.8%
$42.2 - $47.37 $3.29K - $3.69K
4.25K $185M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-555
- 2.26%
$22.54 - $23.17 $12.5K - $12.9K
24K $551M
TFLO
Ishares Treasury Floating Rate

ETFs
-250
- 7.69%
$50.47 - $50.66 $12.6K - $12.7K
3K $152M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-178
- 23.86%
$78.98 - $90.1 $14.1K - $16K
568 $51.2M
PFE
Pfizer Inc

Healthcare
-68
- 0.87%
$21.59 - $24.84 $1.47K - $1.69K
7.74K $188M
BMY
Bristol Myers Squibb CO

Healthcare
-115
- 36.51%
$44.12 - $59.6 $5.07K - $6.85K
200 $9.26M
IHDG
Wisdomtree Tr

ETFs
-254
- 21.18%
$38.54 - $46.0 $9.79K - $11.7K
945 $42.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-92
- 8.95%
$82.21 - $83.12 $7.56K - $7.65K
936 $77.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-102
- 11.16%
$51.14 - $57.0 $5.22K - $5.81K
812 $46.2M
DOW
Dow Inc.

Basic Materials
-50
- 11.63%
$25.81 - $34.89 $1.29K - $1.74K
380 $10.1M
Root Inc Class A
-14
- 31.11%
N/A
31 $3.97M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-10
- 21.28%
$157.93 - $175.89 $1.58K - $1.76K
37 $6.5M
Ishares Bitcoin ETF
-54
- 42.86%
N/A
72 $4.41M
CCL
Carnival Corp

Consumer Cyclical
-202
- 40.81%
$16.43 - $28.12 $3.32K - $5.68K
293 $8.24M
CINF
Cincinnati Financial Corp

Financial Services
-11
- 5.07%
$126.6 - $151.6 $1.39K - $1.67K
206 $30.7M
PLMR
Palomar Holdings, Inc.

Financial Services
-11
- 28.21%
$129.99 - $175.67 $1.43K - $1.93K
28 $4.32M
HCI
Hci Group, Inc.

Financial Services
-5
- 14.71%
$137.07 - $171.28 $685 - $856
29 $4.41M
POR
Portland General Electric CO

Utilities
-1
- 1.0%
$39.96 - $44.75 $40 - $44.8
99 $4.02M
CTRE
Care Trust Reit, Inc.

Real Estate
-18
- 11.39%
$26.65 - $30.69 $480 - $552
140 $4.28M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-4
- 3.08%
$28.45 - $33.08 $114 - $132
126 $4.02M
YOU
Clear Secure, Inc.

Technology
-19
- 10.61%
$23.96 - $27.76 $455 - $527
160 $4.44M
SNEX
Stone X Group Inc.

Financial Services
-11
- 19.3%
$69.59 - $94.15 $765 - $1.04K
46 $4.19M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-45
- 0.77%
$51.68 - $52.76 $2.33K - $2.37K
5.79K $306M
MCY
Mercury General Corp

Financial Services
-14
- 17.28%
$49.04 - $67.34 $687 - $943
67 $4.51M
AZZ
Azz Inc

Industrials
-4
- 8.33%
$75.58 - $95.07 $302 - $380
44 $4.16M
PRGS
Progress Software Corp

Technology
-8
- 10.96%
$54.68 - $64.66 $437 - $517
65 $4.15M
LRN
Stride, Inc.

Consumer Defensive
-1
- 3.23%
$124.45 - $160.72 $124 - $161
30 $4.36M
AX
Axos Financial, Inc.

Financial Services
-3
- 5.0%
$56.36 - $76.85 $169 - $231
57 $4.33M
Activity Summary
Buys All Purchases 203 New Holdings 45 Increased Positions 158 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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