Tull Financial Group, Inc.

Q1 2025 13F-HR Holdings

Location
Chesapeake, VA
Holdings as of
3/31/2025
Date filed
8/20/2025
Form type
13F-HR
Num holdings
27
Total value ($000)
$171,699
Net value change ($000)
—
New positions
27
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 8/20/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 39,738 —
JQUA 30,242 —
IEFA 22,881 —
SPY 21,906 —
VCRB 16,329 —
VYMI 12,067 —
SCHD 7,382 —
DYNF 7,039 —
VWO 3,960 —
VCIT 1,421 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type