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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$161B
$942 Million 0.4% of portfolio
6,492
Q1 2025 Reduced 28.04%
$63.9B
$921 Million 0.39% of portfolio
14,520
Q1 2025 Reduced 37.43%
$15.6B
$932 Million 0.39% of portfolio
7,243
Q1 2025 Reduced 32.12%
$201B
$924 Million 0.39% of portfolio
6,162
Q1 2025 Reduced 49.48%
$38.5B
$893 Million 0.37% of portfolio
4,310
Q1 2025 New
$19.2B
$846 Million 0.35% of portfolio
4,270
Q1 2025 New
$15.8B
$719 Million 0.3% of portfolio
11,836
Q1 2025 New
$15.3B
$708 Million 0.3% of portfolio
11,698
Q1 2025 Reduced 21.19%
$136B
$716 Million 0.3% of portfolio
4,199
Q1 2025 New
$48.7B
$699 Million 0.29% of portfolio
12,471
Q1 2025 Reduced 62.27%
$55.9B
$683 Million 0.29% of portfolio
5,168
Q1 2025 New
$293B
$689 Million 0.29% of portfolio
8,163
Q1 2025 Reduced 26.85%
$22B
$655 Million 0.27% of portfolio
4,854
Q1 2025 New
$13.3B
$650 Million 0.27% of portfolio
4,252
Q1 2025 New
$74B
$632 Million 0.26% of portfolio
6,742
Q1 2025 Reduced 61.58%
$250B
$565 Million 0.24% of portfolio
5,504
Q1 2025 New
$20.6B
$564 Million 0.24% of portfolio
8,538
Q1 2025 Added 12.74%
-
$393 Million 0.16% of portfolio
-
Q1 2025 Reduced 12.48%
$575B
$321 Million 0.13% of portfolio
917
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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