Vivid Wealth Management, LLC Portfolio Holdings

Vivid Wealth Management, LLC

  • $200 Billion
  • Q1 2025

Vivid Wealth Management, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $200 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $26.8B, Invesco Qqq Trust, Series 1 with a value of $17.2B, Spdr Bloomberg 1 3 Month T Bil with a value of $10.5B, Ishares Trishares 0 3 Mnth Tre with a value of $10.5B, and Vanguard Value ETF with a value of $8.74B.

Examining the 13F form we can see an increase of $2.24B in the current position value, from $198B to 200B.

Vivid Wealth Management, LLC is based out at West Des Moines, IA

Below you can find more details about Vivid Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $200 Billion
ETFs: $107 Billion
Technology: $31.8 Billion
Financial Services: $20 Billion
Industrials: $11.9 Billion
Communication Services: $7.08 Billion
Consumer Cyclical: $6 Billion
Healthcare: $5.03 Billion
Consumer Defensive: $3.28 Billion
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1T
$3.24 Billion 1.62% of portfolio
12,506
Q1 2025 Added 7.95%
$3.35T
$2.99 Billion 1.49% of portfolio
13,441
Q1 2025 Reduced 3.37%
$2.3T
$2.76 Billion 1.38% of portfolio
14,488
Q1 2025 Reduced 11.32%
$847B
$2.72 Billion 1.36% of portfolio
11,092
Q1 2025 Reduced 3.05%
$3.75T
$2.6 Billion 1.3% of portfolio
6,923
Q1 2025 Reduced 4.11%
$231B
$2.59 Billion 1.3% of portfolio
19,518
Q1 2025 New
$434B
$2.55 Billion 1.28% of portfolio
2,699
Q1 2025 Added 2.58%
$240B
$2.48 Billion 1.24% of portfolio
9,218
Q1 2025 Added 4.11%
$562B
$2.46 Billion 1.23% of portfolio
2,643
Q1 2025 Reduced 11.49%
$1.07T
$2.44 Billion 1.22% of portfolio
15,747
Q1 2025 Reduced 8.11%
$409B
$2.41 Billion 1.21% of portfolio
22,245
Q1 2025 Added 4.51%
$214B
$2.32 Billion 1.16% of portfolio
7,027
Q1 2025 Added 6.34%
$236B
$2.29 Billion 1.15% of portfolio
22,305
Q1 2025 Added 43.75%
$243B
$2.3 Billion 1.15% of portfolio
4,218
Q1 2025 Added 3.36%
$618B
$2.23 Billion 1.12% of portfolio
15,941
Q1 2025 Added 14.55%
$1.62T
$2.18 Billion 1.09% of portfolio
3,784
Q1 2025 Reduced 16.47%
$317B
$1.23 Billion 0.61% of portfolio
17,110
Q1 2025 Added 1.17%
$260B
$726 Million 0.36% of portfolio
8,273
Q1 2025 Reduced 10.67%
$631B
$271 Million 0.14% of portfolio
508
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $200 Billion
  • Prior Value $198 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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