Portfolio (Quarterly)
Guide ↗
SpringVest Wealth Management LLC
· CIK 0002058986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO. | Financial Services | 921 | $297K | 0.21% | SOLD |
| 2 | ALAB | ASTERA LABS INC | Technology | 1,377 | $229K | 0.16% | SOLD |
| 3 | DFIP | DIMENSIONAL ETF TRUST | — | 5,264 | $219K | 0.15% | SOLD |
| 4 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 247 | $217K | 0.15% | SOLD |
| 5 | EMR | EMERSON ELEC CO | Industrials | 1,602 | $213K | 0.15% | SOLD |
| 6 | EFA | ISHARES TR | — | 2,134 | $205K | 0.14% | SOLD |
| 7 | XLV | SELECT SECTOR SPDR TR | — | 1,302 | $202K | 0.14% | SOLD |
Sector Allocation
Financial Services
55.3%
Utilities
26.3%
Technology
11.0%
Energy
4.4%
Consumer Cyclical
1.1%
Communication Services
1.0%
Consumer Defensive
0.9%