Vermillion & White Wealth Management Group, LLC Portfolio Holdings

Vermillion & White Wealth Management Group, LLC

  • $136 Billion
  • Q4 2024

Vermillion & White Wealth Management Group, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $136 Billion distributed in 400 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 $22.9B, Astoria Us Equal Wt Qlt Kings ETF with a value of $13.3B, Spdr Portfolio Intermediate Te with a value of $6.59B, Spdr Ser Tr Spdr Portfolio Int with a value of $5.89B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $5.53B.

Examining the 13F form we can see an increase of $519M in the current position value, from $135B to 136B.

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 $136 Billion
ETFs: $104 Billion
Technology: $3.39 Billion
Industrials: $1.58 Billion
Consumer Defensive: $1.36 Billion
Financial Services: $1.16 Billion
Healthcare: $1.14 Billion
Consumer Cyclical: $802 Million
Utilities: $614 Million
Other: $880 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86B
$223 Million 0.16% of portfolio
5,032
Q4 2024 New
$2.18B
$71.8 Million 0.05% of portfolio
8,250
Q3 2024 Added 3,200.0%
$7.17B
$31.3 Million 0.02% of portfolio
1,797
Q3 2024 Added 21.75%
$6.7B
$3.73 Million 0.0% of portfolio
33
Q4 2023 New
$4.16B
$144,000 0.0% of portfolio
3
Q1 2024 New
$2.54B
$4.74 Million 0.0% of portfolio
100
Q4 2023 New
$9.08B
$5.6 Million 0.0% of portfolio
65
Q4 2023 New
$3.35B
$854,000 0.0% of portfolio
350
Q4 2024 New
$4.54B
$1.34 Million 0.0% of portfolio
16
Q4 2023 New
$5.71B
$635,000 0.0% of portfolio
12
Q4 2023 New
$3.94B
$393,000 0.0% of portfolio
50
Q4 2023 New
$6.19B
$814,000 0.0% of portfolio
25
Q4 2024 New
$3.43B
$442,000 0.0% of portfolio
90
Q2 2024 New
$8.7B
$2.96 Million 0.0% of portfolio
24
Q4 2024 New
$2.02B
$2.79 Million 0.0% of portfolio
500
Q4 2024 New
$5.82B
$2.4 Million 0.0% of portfolio
34
Q4 2023 New
$2.1B
$1.75 Million 0.0% of portfolio
50
Q4 2023 New
$7.52B
$292,000 0.0% of portfolio
67
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 400
  • Current Value $136 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 56 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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