Vermillion & White Wealth Management Group, LLC
Top Portfolio Positions
16 positions ·
$9,390,578 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
6,757 | $1,714,859 | 18.26% | |
| MSFT |
Microsoft Corp
Technology
|
3,977 | $1,472,166 | 15.68% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
14,583 | $962,332 | 10.25% | |
| AVGO |
Broadcom Inc.
Technology
|
2,841 | $879,317 | 9.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,779 | $787,052 | 8.38% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
3,471 | $573,895 | 6.11% | |
| CB |
Chubb Ltd
Financial Services
|
1,540 | $501,932 | 5.35% | |
| NVDA |
Nvidia Corp
Technology
|
2,726 | $475,414 | 5.06% | |
| CEG |
Constellation Energy Corp
Utilities
|
1,260 | $351,855 | 3.75% | |
| ALL |
Allstate Corp
Financial Services
|
1,312 | $272,030 | 2.90% |
Portfolio Trend
Holdings in CURLF
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 | $49,592 | 17,775 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $14,984 | 17,775 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,175 | 17,775 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,967 | 17,287 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||