Portfolio (Quarterly)
Guide ↗
Vermillion & White Wealth Management Group, LLC
· CIK 0001862443| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 241 | DELL | DELL TECHNOLOGIES INC CLASS CLASS C | Technology | 90 | $11K | 0.01% | SOLD |
| 242 | RKLB | ROCKET LAB CORP CLASS CLASS A | Industrials | 160 | $11K | 0.01% | SOLD |
| 243 | HD | HOME DEPOT INC | Consumer Cyclical | 32 | $11K | 0.01% | SOLD |
| 244 | PAYX | PAYCHEX INC | Industrials | 278 | $11K | 0.01% | SOLD |
| 245 | UNP | UNION PAC CORP | Industrials | 48 | $11K | 0.01% | SOLD |
| 246 | GLDM | SPDR GOLD MINISHARES ETV | Financial Services | 130 | $11K | 0.01% | SOLD |
| 247 | VHT | VANGUARD HEALTH CARE ETF | — | 38 | $11K | 0.01% | SOLD |
| 248 | IWS | ISHARES RUSSELL MID CAP VALUE ETF | — | 77 | $11K | 0.01% | SOLD |
| 249 | BMY | BRISTOL MYERS SQUIBB CO | Healthcare | 200 | $11K | 0.01% | SOLD |
| 250 | MDLZ | MONDELEZ INTL INC CLASS A | Consumer Defensive | 200 | $11K | 0.01% | SOLD |
| 251 | AMT | AMERICAN TOWER CORP NEW REIT | Real Estate | 61 | $11K | 0.01% | SOLD |
| 252 | RSHO | TEMA AMERICAN RESHORING ETF | — | 241 | $11K | 0.01% | SOLD |
| 253 | SCZ | ISHARES MSCI EAFE SMALL CAP ETF | — | 134 | $10K | 0.01% | SOLD |
| 254 | KYTX | KYVERNA THERAPEUTICS INC | Healthcare | 1,100 | $10K | 0.01% | SOLD |
| 255 | IDXX | IDEXX LABS INC | Healthcare | 15 | $10K | 0.01% | SOLD |
| 256 | — | CIDARA THERAPEUTICS INC TENDER OFFER EXP: 01/06/26 | — | 45 | $10K | 0.01% | SOLD |
| 257 | CVNA | CARVANA CO CLASS A | Consumer Cyclical | 23 | $10K | 0.01% | SOLD |
| 258 | BILZ | PIMCO ULTRA SHORT GOVT ACTV ETF | — | 96 | $10K | 0.01% | SOLD |
| 259 | HOOD | ROBINHOOD MKTS INC CLASS A | Financial Services | 83 | $9K | 0.01% | SOLD |
| 260 | FIX | COMFORT SYS USA INC | Industrials | 10 | $9K | 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%