Vci Wealth Management LLC Portfolio Holdings

Vci Wealth Management LLC

  • $225 Billion
  • Q3 2024

Vci Wealth Management LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $225 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $18.1B, Microsoft Corp with a value of $12.3B, Vanguard Ftse Developed Market with a value of $10.3B, Apple Inc. with a value of $10.1B, and Nvidia Corp with a value of $9.63B.

Examining the 13F form we can see an increase of $22.4B in the current position value, from $202B to 225B.

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 $225 Billion
ETFs: $96.5 Billion
Technology: $42 Billion
Financial Services: $13.1 Billion
Healthcare: $12.5 Billion
Communication Services: $12.1 Billion
Consumer Cyclical: $12 Billion
Industrials: $8.02 Billion
Consumer Defensive: $8 Billion
Other: $12 Billion

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

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

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $225 Billion
  • Prior Value $202 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 39 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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