Portfolio (Quarterly)
Guide ↗
Vermillion & White Wealth Management Group, LLC
· CIK 0001862443| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 441 | PGEN | PRECIGEN INC | Healthcare | 450 | $2K | 0.00% | SOLD |
| 442 | EMB | ISHARES JPMORGAN USD MTSBOND ETF | — | 19 | $2K | 0.00% | SOLD |
| 443 | TTWO | TAKE-TWO INTERACTIVE SOF | Communication Services | 7 | $2K | 0.00% | SOLD |
| 444 | — | TRUBRIDGE INC | — | 81 | $2K | 0.00% | SOLD |
| 445 | SONO | SONOS INC | Technology | 100 | $2K | 0.00% | SOLD |
| 446 | HL | HECLA MNG CO | Basic Materials | 90 | $2K | 0.00% | SOLD |
| 447 | MRVL | MARVELL TECHNOLOGY INC | Technology | 20 | $2K | 0.00% | SOLD |
| 448 | DFGR | DIMENSIONL GLOBAL REAL ESTATE ETF | — | 63 | $2K | 0.00% | SOLD |
| 449 | MRNA | MODERNA INC | Healthcare | 56 | $2K | 0.00% | SOLD |
| 450 | ABNB | AIRBNB INC CLASS A | Consumer Cyclical | 12 | $2K | 0.00% | SOLD |
| 451 | ACH | ACCENDRA HEALTH INC | Healthcare | 581 | $2K | 0.00% | SOLD |
| 452 | TKNO | ALPHA TEKNOVA INC | Healthcare | 423 | $2K | 0.00% | SOLD |
| 453 | IRM | IRON MTN INC NEW REIT | Real Estate | 19 | $2K | 0.00% | SOLD |
| 454 | ZVIA | ZEVIA PBC CLASS A | Consumer Defensive | 673 | $2K | 0.00% | SOLD |
| 455 | DCTH | DELCATH SYS INC | Healthcare | 154 | $2K | 0.00% | SOLD |
| 456 | ETB | EATON VANCE TAX MGD BUY | Financial Services | 101 | $2K | 0.00% | SOLD |
| 457 | SMR | NUSCALE PWR CORP CLASS A | Utilities | 1,783 | $2K | 0.00% | SOLD |
| 458 | — | LEIDOS HLDGS INC | — | 8 | $1K | 0.00% | SOLD |
| 459 | SYF | SYNCHRONY FINL | Financial Services | 17 | $1K | 0.00% | SOLD |
| 460 | OEF | ISHARES S&P 100 ETF | — | 4 | $1K | 0.00% | 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%