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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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