Portfolio (Quarterly)
Guide ↗
Vermillion & White Wealth Management Group, LLC
· CIK 0001862443| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 217 | $72K | 0.04% | SOLD |
| 62 | VYM | VANGUARD HIGH DIVIDEND YIELD ETF | — | 497 | $71K | 0.04% | SOLD |
| 63 | V | VISA INC CLASS CLASS A | Financial Services | 201 | $71K | 0.04% | SOLD |
| 64 | VO | VANGUARD MID CAP ETF | — | 242 | $70K | 0.04% | SOLD |
| 65 | IWM | ISHARES RUSSELL 2000 ETF | — | 284 | $70K | 0.04% | SOLD |
| 66 | AOM | ISHARES CORE 40 60 MOD ALL ETF | — | 1,427 | $68K | 0.04% | SOLD |
| 67 | LMT | LOCKHEED MARTIN CORP | Industrials | 138 | $67K | 0.04% | SOLD |
| 68 | BX | BLACKSTONE INC | Financial Services | 432 | $67K | 0.04% | SOLD |
| 69 | MCK | MCKESSON CORP | Healthcare | 81 | $66K | 0.04% | SOLD |
| 70 | QCOM | QUALCOMM INC | Technology | 388 | $66K | 0.04% | SOLD |
| 71 | IYW | ISHARES US TECHNOLOGY ETF | — | 328 | $65K | 0.04% | SOLD |
| 72 | LRCX | LAM RESH CORP | Technology | 374 | $64K | 0.04% | SOLD |
| 73 | NEE | NEXTERA ENERGY INC | Utilities | 862 | $61K | 0.03% | SOLD |
| 74 | OXY | OCCIDENTAL PETE CORP | Energy | 1,453 | $60K | 0.03% | SOLD |
| 75 | LLY | ELI LILLY AND CO | Healthcare | 55 | $59K | 0.03% | SOLD |
| 76 | CTSH | COGNIZANT TECHNOLOGY SOLCLASS CLASS A | Technology | 708 | $59K | 0.03% | SOLD |
| 77 | IYE | ISHARES US ENERGY ETF | — | 1,225 | $58K | 0.03% | SOLD |
| 78 | AMD | ADVANCED MICRO DEVIC | Technology | 270 | $58K | 0.03% | SOLD |
| 79 | AXP | AMERICAN EXPRESS CO | Financial Services | 153 | $57K | 0.03% | SOLD |
| 80 | ESGE | ISHARES ESG AWARE MSCI EM ETF | — | 1,289 | $57K | 0.03% | 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%