Portfolio (Quarterly)
Guide ↗
Vermillion & White Wealth Management Group, LLC
· CIK 0001862443| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 221 | VST | VISTRA CORP | Utilities | 88 | $14K | 0.01% | SOLD |
| 222 | PSX | PHILLIPS 66 | Energy | 110 | $14K | 0.01% | SOLD |
| 223 | SHEL | SHELL PLC FTENDER OFFER EXP: | Energy | 193 | $14K | 0.01% | SOLD |
| 224 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | — | 64 | $14K | 0.01% | SOLD |
| 225 | NET | CLOUDFLARE INC CLASS CLASS A | Technology | 71 | $14K | 0.01% | SOLD |
| 226 | TCAF | T ROWE PRICE CPTL APRCTNEQT ETF | — | 364 | $14K | 0.01% | SOLD |
| 227 | BLV | VANGUARD LONG TERM BOND ETF | — | 200 | $14K | 0.01% | SOLD |
| 228 | IWD | ISHARES RUSSELL 1000 VALUE ETF | — | 65 | $14K | 0.01% | SOLD |
| 229 | HCA | HCA HEALTHCARE INC | Healthcare | 29 | $14K | 0.01% | SOLD |
| 230 | PGX | INVESCO PREFERRED ETF | — | 1,200 | $13K | 0.01% | SOLD |
| 231 | VCIT | VANGUARD INTERMEDIATE TERM COR ETF | — | 160 | $13K | 0.01% | SOLD |
| 232 | RBLX | ROBLOX CORP CLASS A | Technology | 165 | $13K | 0.01% | SOLD |
| 233 | INTC | INTEL CORP | Technology | 352 | $13K | 0.01% | SOLD |
| 234 | NRG | NRG ENERGY INC | Utilities | 78 | $12K | 0.01% | SOLD |
| 235 | NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | Healthcare | 241 | $12K | 0.01% | SOLD |
| 236 | TJX | TJX COS INC NEW | Consumer Cyclical | 79 | $12K | 0.01% | SOLD |
| 237 | DNP | DNP SELECT INCOME CF | Financial Services | 1,212 | $12K | 0.01% | SOLD |
| 238 | PGR | PROGRESSIVE CORP OH | Financial Services | 53 | $12K | 0.01% | SOLD |
| 239 | IWP | ISHARES RUSSELL MID CAP GROWTH ETF | — | 87 | $12K | 0.01% | SOLD |
| 240 | JBL | JABIL INC | Technology | 51 | $12K | 0.01% | SOLD |
Sector Allocation
Technology
48.4%
Consumer Defensive
16.4%
Consumer Cyclical
10.8%
Financial Services
8.2%
Utilities
5.9%
Industrials
5.4%
Communication Services
2.6%
Energy
2.3%