Tull Financial Group, Inc. Top Holdings and 13F Report (2025) About Tull Financial Group, Inc.Investment ActivityTull Financial Group, Inc. has $165.79 million in total holdings as of December 31, 2024.Tull Financial Group, Inc. owns shares of 28 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 12.08% of the portfolio was purchased this quarter.About 0.61% of the portfolio was sold this quarter.This quarter, Tull Financial Group, Inc. has purchased 26 new stocks and bought additional shares in 16 stocks.Tull Financial Group, Inc. sold shares of 2 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $51,049,471JPMorgan US Quality Factor ETF $24,535,508iShares Core MSCI EAFE ETF $23,176,129SPDR Portfolio S&P 500 ETF $13,223,296VANGUARD MALVERN FDS $13,117,529 Largest New Holdings this Quarter Vanguard S&P 500 Value ETF $11,641,683 HoldingVanguard Intermediate-Term Corporate Bond ETF $1,345,290 HoldingMicrosoft $679,335 HoldingTowneBank $299,258 HoldingVanguard Total Stock Market ETF $260,607 Holding Largest Purchases this Quarter Vanguard S&P 500 Value ETF 63,095 shares (about $11.64M)SPDR Portfolio S&P 500 ETF 25,411 shares (about $1.75M)Schwab US Dividend Equity ETF 49,734 shares (about $1.36M)Vanguard Intermediate-Term Corporate Bond ETF 16,760 shares (about $1.35M)iShares Core MSCI EAFE ETF 13,475 shares (about $947.02K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,703 shares (about $998.10K)Vanguard FTSE Developed Markets ETF 355 shares (about $16.98K) 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 PortfolioSectorSPYSPDR S&P 500 ETF Trust$51,049,471$998,097 ▼-1.9%87,10330.8%FinanceJQUAJPMorgan US Quality Factor ETF$24,535,508$213,159 ▲0.9%428,41814.8%ETFIEFAiShares Core MSCI EAFE ETF$23,176,129$947,024 ▲4.3%329,76814.0%ETFSPLGSPDR Portfolio S&P 500 ETF$13,223,296$1,751,832 ▲15.3%191,8098.0%ETFVANGUARD MALVERN FDS$13,117,529$394,135 ▲3.1%173,0327.9%CORE BD ETFVOOVVanguard S&P 500 Value ETF$11,641,683$11,641,683 ▲New Holding63,0957.0%ETFVYMIVanguard International High Dividend Yield ETF$10,565,066$382,504 ▲3.8%155,6436.4%ETFSCHDSchwab US Dividend Equity ETF$7,706,158$1,358,734 ▲21.4%282,0704.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,345,290$1,345,290 ▲New Holding16,7600.8%ETFVOOVanguard S&P 500 ETF$1,082,581$51,192 ▲5.0%2,0090.7%ETFIWFiShares Russell 1000 Growth ETF$960,9810.0%2,3930.6%ETFNVDANVIDIA$865,270$1,209 ▲0.1%6,4430.5%Computer and TechnologyNSCNorfolk Southern$821,908$38,960 ▲5.0%3,5020.5%TransportationAAPLApple$719,762$102,430 ▲16.6%2,8740.4%Computer and TechnologyMSFTMicrosoft$679,335$679,335 ▲New Holding1,6120.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$624,245$33,469 ▲5.7%14,1750.4%ETFTSLATesla$602,933$21,404 ▲3.7%1,4930.4%Auto/Tires/TrucksAMZNAmazon.com$414,208$4,607 ▲1.1%1,8880.2%Retail/WholesaleIXNiShares Global Tech ETF$395,6130.0%4,6680.2%ETFBRK.BBerkshire Hathaway$393,900$33,089 ▲9.2%8690.2%FinanceTOWNTowneBank$299,258$299,258 ▲New Holding8,7860.2%FinancePGProcter & Gamble$293,892$39,230 ▲15.4%1,7530.2%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$268,033$16,976 ▼-6.0%5,6050.2%ETFVTIVanguard Total Stock Market ETF$260,607$260,607 ▲New Holding8990.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$239,138$10,638 ▲4.7%5620.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$210,693$210,693 ▲New Holding7,5600.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$206,813$206,813 ▲New Holding4,0350.1%ETFWBAWalgreens Boots Alliance$93,3000.0%10,0000.1%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$0$1,466 ▼-100.0%00.0%ETFVTEBVanguard Tax-Exempt Bond ETF$0$370 ▼-100.0%00.0%ETFVGKVanguard FTSE Europe ETF$0$266 ▼-100.0%00.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$0$214 ▼-100.0%00.0%ETFSCHMSchwab U.S. Mid-Cap ETF$0$205 ▼-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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