Vestment Financial LLC
Net seller this quarter
$223M
4
-$41.6K
2.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AVIV | $4.46M | 2.00% | 0.12% | +3.4% | Q4 2024 |
 LOW | $851K | 0.38% | 0.00% | Not reported | Q4 2024 |
 AAPL | $772K | 0.35% | 0.00% | +0.2% | Q4 2024 |
 SPMD | $244K | 0.11% | Not reported | Not reported | Q4 2024 |
| Q1 2026 | |||||
| AVIV | $4.36M | 2.05% | 0.11% | +6.7% | Q4 2024 |
| LOW | $1.01M | 0.48% | 0.00% | Not reported | Q4 2024 |
| AAPL | $665K | 0.31% | 0.00% | Not reported | Q4 2024 |
| SPMD | $237K | 0.11% | Not reported | Not reported | Q4 2024 |
 MSFT | $213K | 0.10% | 0.00% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| AVIV | $3.77M | 1.96% | 0.11% | +6.5% | Q4 2024 |
| LOW | $1.07M | 0.55% | 0.00% | Not reported | Q4 2024 |
| AAPL | $632K | 0.33% | 0.00% | 0.0% | Q4 2024 |
| MSFT | $244K | 0.13% | 0.00% | Not reported | Q4 2024 |
| SPMD | $223K | 0.12% | Not reported | Not reported | Q4 2024 |
| Q3 2025 | |||||
| AVIV | $3.29M | 1.88% | 0.10% | +7.0% | Q4 2024 |
| LOW | $991K | 0.57% | 0.00% | Not reported | Q4 2024 |
| AAPL | $629K | 0.36% | 0.00% | Not reported | Q4 2024 |
| MSFT | $263K | 0.15% | 0.00% | Not reported | Q4 2024 |
| SPMD | $211K | 0.12% | Not reported | Not reported | Q4 2024 |