Vivid Wealth Management, LLC Portfolio Holdings

Vivid Wealth Management, LLC

  • $191 Billion
  • Q3 2024

Vivid Wealth Management, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $191 Billion distributed in 60 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 $27.5B, Invesco Qqq Trust, Series 1 with a value of $18.5B, Spdr Bloomberg 1 3 Month T Bil with a value of $9.29B, Ishares Trishares 0 3 Mnth Tre with a value of $9.17B, and Vanguard Value ETF with a value of $6.12B.

Examining the 13F form we can see an increase of $12.9B in the current position value, from $179B to 191B.

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 $191 Billion
ETFs: $104 Billion
Technology: $32.2 Billion
Industrials: $15.3 Billion
Financial Services: $10.4 Billion
Communication Services: $7.74 Billion
Consumer Cyclical: $7.16 Billion
Healthcare: $6.92 Billion
Consumer Defensive: $5.3 Billion
Other: $2.32 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$973M
$1.14 Billion 0.59% of portfolio
2,726
Q3 2024 Added 30.99%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $191 Billion
  • Prior Value $179 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
Track This Portfolio

Track Vivid Wealth Management, LLC Portfolio

Follow Vivid Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vivid Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vivid Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email