Vermillion & White Wealth Management Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    phoenixville, PA
  • CIK
    0001862443
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

387

$135.75M
IVV, ROE, KRE, SPDR SER TR
13F-HR
Feb 14, 2025
000186244325000001

353

$135.23M
IVV, ROE, DGRW, KRE
13F-HR
Nov 13, 2024
000203611424000001

376

$132.86M
IVV, ROE, SPDR SER TR, KRE
13F-HR
Aug 14, 2024
000186244324000005

346

$125.25M
IVV, ROE, KRE, QUAL
13F-HR
May 15, 2024
000186244324000004

300

$103.13M
IVV, ROE, DGRW, KRE
13F-HR
Feb 13, 2024
000186244324000003
Vermillion & White Wealth Management Group, Llc 13F Filings