Vci Wealth Management LLC Incresed Positions in Q3 2025

Vci Wealth Management LLC

  • $330 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
17.9K
+ 4.2%
$61.62 - $72.77 $1.1M - $1.3M
444K $32.3B
NVDA
Nvidia Corp

Technology
6.51K
+ 8.17%
$153.3 - $186.58 $998K - $1.21M
86.2K $16.1B
AAPL
Apple Inc.

Technology
203
+ 0.37%
$202.38 - $256.87 $41.1K - $52.1K
54.3K $13.8B
GOOG
Alphabet Inc.

Communication Services
745
+ 1.95%
$175.16 - $255.24 $130K - $190K
39K $9.5B
MSFT
Microsoft Corp

Technology
3.12K
+ 11.02%
$491.09 - $535.64 $1.53M - $1.67M
31.4K $16.3B
VEA
Vanguard Ftse Developed Market

ETFs
20.1K
+ 8.3%
$56.02 - $60.3 $1.12M - $1.21M
262K $15.7B
TSLA
Tesla, Inc.

Consumer Cyclical
1K
+ 12.95%
$293.94 - $444.72 $295K - $446K
8.75K $3.89B
JPM
Jpmorgan Chase & CO

Financial Services
3.04K
+ 25.67%
$282.78 - $316.06 $859K - $960K
14.9K $4.69B
XLF
Financial Sector Spdr

ETFs
19.5K
+ 47.21%
$51.37 - $54.25 $1M - $1.06M
60.8K $3.28B
AVGO
Broadcom Inc.

Technology
665
+ 4.38%
$264.74 - $369.57 $176K - $246K
15.8K $5.22B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.27K
+ 8.63%
$49.43 - $54.52 $409K - $451K
104K $5.64B
Ishares Bitcoin Trust ETF
6.53K
+ 5.28%
N/A
130K $8.47B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.3K
+ 6.6%
$50.47 - $50.74 $872K - $877K
279K $14.2B
BAC
Bank Of America Corp

Financial Services
11.5K
+ 27.29%
$44.92 - $52.42 $515K - $601K
53.5K $2.76B
ROK
Rockwell Automation, Inc

Industrials
1.56K
+ 29.34%
$328.67 - $358.52 $514K - $561K
6.9K $2.41B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.37K
+ 7.28%
$78.11 - $79.07 $576K - $583K
109K $8.57B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10.1K
+ 5.77%
$45.72 - $47.27 $462K - $477K
185K $8.69B
JNJ
Johnson & Johnson

Healthcare
261
+ 1.64%
$155.17 - $185.42 $40.5K - $48.4K
16.2K $3B
SCHP
Schwab Strategic Us Tips ETF

ETFs
17.5K
+ 5.74%
$26.44 - $27.1 $462K - $474K
322K $8.68B
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
13.2K
+ 6.79%
$25.84 - $27.2 $342K - $360K
208K $5.59B
WMT
Walmart Inc.

Consumer Defensive
3.77K
+ 13.88%
$94.4 - $104.27 $356K - $393K
30.9K $3.18B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.63K
+ 5.76%
$76.16 - $78.59 $429K - $442K
103K $8.06B
GRMN
Garmin LTD

Technology
1.03K
+ 18.82%
$211.13 - $246.22 $218K - $254K
6.51K $1.6B
META
Meta Platforms, Inc.

Communication Services
658
+ 9.55%
$695.21 - $791.73 $457K - $521K
7.55K $5.54B
CNC
Centene Corp

Healthcare
19.1K
+ 141.07%
$25.21 - $56.65 $483K - $1.08M
32.7K $1.17B
BA
Boeing CO

Industrials
1.81K
+ 38.47%
$209.79 - $237.38 $380K - $430K
6.53K $1.41B
PLTR
Palantir Technologies Inc.

Technology
64
+ 0.75%
$130.68 - $186.97 $8.36K - $12K
8.57K $1.56B
VLO
Valero Energy Corp

Energy
978
+ 16.15%
$131.77 - $175.63 $129K - $172K
7.03K $1.2B
CRM
Salesforce, Inc.

Technology
2.23K
+ 43.16%
$231.66 - $273.65 $516K - $610K
7.39K $1.75B
PANW
Palo Alto Networks Inc

Technology
1.7K
+ 27.54%
$167.06 - $208.19 $283K - $353K
7.85K $1.6B
T
At&T Inc.

Communication Services
12.1K
+ 22.96%
$26.94 - $29.62 $326K - $358K
64.8K $1.83B
DVA
Davita Inc.

Healthcare
2.65K
+ 52.36%
$127.69 - $151.32 $338K - $400K
7.7K $1.02B
MRK
Merck & Co., Inc.

Healthcare
1.94K
+ 12.3%
$77.6 - $87.37 $151K - $170K
17.7K $1.49B
BNDX
Vanguard Total International B

ETFs
3.59K
+ 6.62%
$49.0 - $49.51 $176K - $177K
57.7K $2.86B
RSG
Republic Services, Inc.

Industrials
1.14K
+ 20.1%
$225.33 - $246.01 $256K - $280K
6.79K $1.56B
IVV
Ishares Core S&P 500 ETF

ETFs
95
+ 8.37%
$620.67 - $670.08 $59K - $63.7K
1.23K $823M
PEP
Pepsico Inc

Consumer Defensive
374
+ 5.3%
$133.81 - $152.16 $50K - $56.9K
7.43K $1.04B
EL
Estee Lauder Companies Inc

Consumer Defensive
297
+ 3.04%
$83.65 - $95.26 $24.8K - $28.3K
10.1K $886M
DHR
Danaher Corp

Healthcare
397
+ 5.62%
$181.46 - $212.2 $72K - $84.2K
7.46K $1.48B
ICE
Intercontinental Exchange, Inc.

Financial Services
1.19K
+ 14.82%
$167.28 - $188.45 $199K - $224K
9.2K $1.55B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
696
+ 11.44%
$42.26 - $47.16 $29.4K - $32.8K
6.78K $314M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
137
+ 14.3%
$225.11 - $247.9 $30.8K - $34K
1.1K $271M
PM
Philip Morris International Inc.

Consumer Defensive
1.24K
+ 15.96%
$157.77 - $183.27 $195K - $227K
8.98K $1.46B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.23K
+ 8.99%
$21.69 - $23.34 $26.6K - $28.6K
14.9K $346M
TXN
Texas Instruments Inc

Technology
125
+ 1.74%
N/A
7.29K $1.34B
Activity Summary
Buys All Purchases 88 New Holdings 42 Increased Positions 46 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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