Tull Financial Group, Inc. Top Holdings and 13F Report (2025) About Tull Financial Group, Inc.Investment ActivityTull Financial Group, Inc. has $219.83 million in total holdings as of March 31, 2025.Tull Financial Group, Inc. owns shares of 35 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 18.77% of the portfolio was purchased this quarter.About 3.09% of the portfolio was sold this quarter.This quarter, Tull Financial Group, Inc. has purchased 27 new stocks and bought additional shares in 18 stocks.Tull Financial Group, Inc. sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $47,688,588VANGUARD MALVERN FDS $35,680,055JPMorgan U.S. Quality Factor ETF $34,973,296iShares Core MSCI EAFE ETF $26,679,943SPDR S&P 500 ETF Trust $24,156,112 Largest New Holdings this Quarter 922907746 - Vanguard Tax-Exempt Bond ETF $6,765,944 Holding464288414 - iShares National Muni Bond ETF $568,998 Holding464287440 - iShares 7-10 Year Treasury Bond ETF $332,258 Holding808524300 - Schwab U.S. Large-Cap Growth ETF $303,507 Holding25746U109 - Dominion Energy $277,329 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 249,029 shares (about $19.32M)Vanguard Tax-Exempt Bond ETF 137,996 shares (about $6.77M)SPDR Portfolio S&P 500 ETF 51,762 shares (about $3.76M)iShares U.S. Equity Factor Rotation Active ETF 62,986 shares (about $3.43M)JPMorgan U.S. Quality Factor ETF 46,863 shares (about $2.81M) Largest Sales this Quarter Schwab US Dividend Equity ETF 155,709 shares (about $4.13M)Vanguard S&P 500 Value ETF 4,652 shares (about $877.71K)Vanguard S&P 500 ETF 582 shares (about $330.62K)SPDR S&P 500 ETF Trust 63 shares (about $38.92K)Apple 4 shares (about $820.76) Sector Allocation Over TimeMap of 500 Largest Holdings ofTull Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$47,688,588$3,762,582 ▲8.6%656,05421.7%ETFVANGUARD MALVERN FDS$35,680,055$19,319,672 ▲118.1%459,91316.2%CORE BD ETFJQUAJPMorgan U.S. Quality Factor ETF$34,973,296$2,814,123 ▲8.8%582,40315.9%ETFIEFAiShares Core MSCI EAFE ETF$26,679,943$1,431,013 ▲5.7%319,59712.1%ETFSPYSPDR S&P 500 ETF Trust$24,156,112$38,925 ▼-0.2%39,09711.0%FinanceVYMIVanguard International High Dividend Yield ETF$13,596,680$478,898 ▲3.7%169,7256.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$11,292,368$3,430,211 ▲43.6%207,3525.1%ETFVTEBVanguard Tax-Exempt Bond ETF$6,765,944$6,765,944 ▲New Holding137,9963.1%ETFVWOVanguard FTSE Emerging Markets ETF$4,725,975$398,897 ▲9.2%95,5512.1%ETFSCHDSchwab US Dividend Equity ETF$2,870,303$4,126,301 ▼-59.0%108,3131.3%ETFIWFiShares Russell 1000 Growth ETF$1,156,131$140,111 ▲13.8%2,7230.5%ETFNVDANVIDIA$1,035,552$118,326 ▲12.9%6,5550.5%Computer and TechnologyMSFTMicrosoft$918,049$122,340 ▲15.4%1,8460.4%Computer and TechnologyNSCNorfolk Southern$896,861$256 ▲0.0%3,5040.4%TransportationVOOVanguard S&P 500 ETF$800,976$330,616 ▼-29.2%1,4100.4%ETFAAPLApple$589,307$821 ▼-0.1%2,8720.3%Computer and TechnologyMUBiShares National Muni Bond ETF$568,998$568,998 ▲New Holding5,4460.3%ETFTSLATesla$498,409$26,048 ▲5.5%1,5690.2%Auto/Tires/TrucksAMZNAmazon.com$473,882$50,460 ▲11.9%2,1600.2%Retail/WholesaleIXNiShares Global Tech ETF$431,0430.0%4,6680.2%ETFBRK.BBerkshire Hathaway$430,878$2,429 ▲0.6%8870.2%FinanceVEAVanguard FTSE Developed Markets ETF$332,463$6,499 ▲2.0%5,8320.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$332,258$332,258 ▲New Holding3,4690.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$303,507$303,507 ▲New Holding10,3910.1%ETFTOWNTowne Bank$301,011$376 ▲0.1%8,8070.1%FinanceVTIVanguard Total Stock Market ETF$297,458$10,331 ▲3.6%9790.1%ETFPGProcter & Gamble$287,966$7,012 ▲2.5%1,8070.1%Consumer StaplesDDominion Energy$277,329$277,329 ▲New Holding4,9070.1%UtilitiesDIASPDR Dow Jones Industrial Average ETF Trust$247,7660.0%5620.1%FinanceMETAMeta Platforms$236,927$236,927 ▲New Holding3210.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$228,026$228,026 ▲New Holding1,1740.1%ETFVOOVVanguard S&P 500 Value ETF$221,503$877,710 ▼-79.8%1,1740.1%ETFXLKTechnology Select Sector SPDR Fund$211,839$211,839 ▲New Holding8370.1%ETFORCLOracle$206,605$206,605 ▲New Holding9450.1%Computer and TechnologyWBAWalgreens Boots Alliance$114,8000.0%10,0000.1%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$0$1,421,339 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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