Vermillion & White Wealth Management Group, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $135 Billion distributed in 388 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $20.6B, Astoria Us Equal Wt Qlt Kings ETF with a value of $15.8B, Wisdomtree Tr Us Quality Divid with a value of $6.9B, Spdr Portfolio Intermediate Te with a value of $6.52B, and Spdr Ser Tr Spdr Portfolio Int with a value of $5.99B.

Examining the 13F form we can see an increase of $2.37B in the current position value, from $133B to 135B.

Vermillion & White Wealth Management Group, LLC is based out at Phoenixville, PA

Below you can find more details about Vermillion & White Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $106 Billion
Technology: $3.32 Billion
Industrials: $1.64 Billion
Consumer Defensive: $1.34 Billion
Consumer Cyclical: $983 Million
Financial Services: $943 Million
Healthcare: $705 Million
Utilities: $689 Million
Other: $828 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 388
  • Current Value $135 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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