Vci Wealth Management LLC Portfolio Holdings

Vci Wealth Management LLC

  • $238 Billion
  • Q1 2025

Vci Wealth Management LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $238 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $24.5B, Jp Morgan ETF Tr Ultra Short I with a value of $11.7B, Vanguard Ftse Developed Market with a value of $11.3B, Apple Inc. with a value of $10.6B, and Microsoft Corp with a value of $10.1B.

Examining the 13F form we can see an increase of $2.76B in the current position value, from $236B to 238B.

Vci Wealth Management LLC is based out at St Louis, MO

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

Portfolio value $238 Billion
ETFs: $108 Billion
Technology: $43.8 Billion
Financial Services: $16 Billion
Consumer Cyclical: $13.7 Billion
Healthcare: $13.3 Billion
Communication Services: $12.3 Billion
Industrials: $8.22 Billion
Consumer Defensive: $6.03 Billion
Other: $11.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.4B
$24.5 Billion 10.27% of portfolio
415,093
Q1 2025 Added 1.99%
$0
$11.7 Billion 4.9% of portfolio
230,785
Q1 2025 Added 8.39%
$0
$11.3 Billion 4.74% of portfolio
222,439
Q1 2025 Added 5.46%
$3.41T
$10.6 Billion 4.45% of portfolio
47,715
Q1 2025 Added 4.34%
$3.8T
$10.1 Billion 4.25% of portfolio
27,012
Q1 2025 Reduced 3.73%
$427B
$8.04 Billion 3.37% of portfolio
74,161
Q1 2025 Added 1.29%
$0
$7.26 Billion 3.05% of portfolio
270,037
Q1 2025 Added 7.16%
$0
$7.16 Billion 3.01% of portfolio
154,692
Q1 2025 Added 7.62%
$0
$7 Billion 2.94% of portfolio
89,466
Q1 2025 Added 8.72%
$0
$6.62 Billion 2.78% of portfolio
86,453
Q1 2025 Added 8.33%
$2.34T
$5.9 Billion 2.48% of portfolio
31,033
Q1 2025 Reduced 3.23%
Ishares Bitcoin Trust ETF
-
$5.44 Billion 2.28% of portfolio
-
Q1 2025 Added 3.43%
$1.16T
$5.36 Billion 2.25% of portfolio
34,339
Q1 2025 Added 444.54%
$0
$4.77 Billion 2.0% of portfolio
180,093
Q1 2025 Added 3.88%
$0
$3.81 Billion 1.6% of portfolio
84,162
Q1 2025 Added 4.74%
$1.62T
$3.75 Billion 1.57% of portfolio
6,501
Q1 2025 Reduced 1.56%
$853B
$2.68 Billion 1.12% of portfolio
10,918
Q1 2025 Reduced 0.57%
$215B
$2.61 Billion 1.1% of portfolio
4,258
Q1 2025 New
$0
$2.58 Billion 1.08% of portfolio
33,785
Q1 2025 Reduced 48.29%
$117B
$2.44 Billion 1.02% of portfolio
14,557
Q1 2025 Reduced 17.09%
$430B
$2.33 Billion 0.98% of portfolio
14,059
Q1 2025 Reduced 27.53%
$0
$2.33 Billion 0.98% of portfolio
47,810
Q1 2025 Added 8.44%
$373B
$2.29 Billion 0.96% of portfolio
6,255
Q1 2025 Reduced 6.42%
$260B
$2.21 Billion 0.93% of portfolio
25,148
Q1 2025 Reduced 10.12%
$450B
$2.15 Billion 0.9% of portfolio
18,039
Q1 2025 Reduced 15.56%
$64.8B
$2.13 Billion 0.89% of portfolio
6,169
Q1 2025 Reduced 21.01%
$0
$2.12 Billion 0.89% of portfolio
30,484
Q1 2025 Added 18.41%
$0
$2.02 Billion 0.85% of portfolio
9,771
Q1 2025 New
$1.04T
$1.93 Billion 0.81% of portfolio
7,431
Q1 2025 Reduced 4.26%
$0
$1.91 Billion 0.8% of portfolio
38,265
Q1 2025 Added 8.44%
$73.3B
$1.8 Billion 0.76% of portfolio
7,927
Q1 2025 Added 1.58%
$38B
$1.77 Billion 0.74% of portfolio
15,859
Q1 2025 Reduced 19.95%
$327B
$1.6 Billion 0.67% of portfolio
7,614
Q1 2025 New
$381B
$1.57 Billion 0.66% of portfolio
37,715
Q1 2025 Reduced 0.8%
$287B
$1.58 Billion 0.66% of portfolio
7,878
Q1 2025 Reduced 24.79%
$293B
$1.57 Billion 0.66% of portfolio
9,369
Q1 2025 Reduced 19.73%
$218B
$1.51 Billion 0.64% of portfolio
11,416
Q1 2025 New
$0
$1.54 Billion 0.64% of portfolio
22,476
Q1 2025 Added 7.19%
$61.7B
$1.43 Billion 0.6% of portfolio
21,805
Q1 2025 New
$99.6B
$1.42 Billion 0.6% of portfolio
12,735
Q1 2025 Reduced 16.43%
$0
$1.37 Billion 0.58% of portfolio
20,048
Q1 2025 Reduced 15.53%
$195B
$1.33 Billion 0.56% of portfolio
47,084
Q1 2025 New
$76.4B
$1.33 Billion 0.56% of portfolio
5,231
Q1 2025 Reduced 39.0%
$0
$1.33 Billion 0.56% of portfolio
10,157
Q1 2025 Reduced 12.35%
$40.5B
$1.32 Billion 0.55% of portfolio
5,118
Q1 2025 Reduced 15.78%
$25.7B
$1.29 Billion 0.54% of portfolio
12,829
Q1 2025 New
$137B
$1.3 Billion 0.54% of portfolio
6,324
Q1 2025 Reduced 24.91%
$657B
$1.27 Billion 0.53% of portfolio
9,049
Q1 2025 New
$75.8B
$1.23 Billion 0.52% of portfolio
5,073
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $238 Billion
  • Prior Value $236 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 25 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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