Virtus Wealth Solutions LLC Portfolio Holdings

Virtus Wealth Solutions LLC

  • $330 Billion
  • Q1 2025

Virtus Wealth Solutions LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $330 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Advisorshares Tr Dorsey Wright with a value of $74.9B, Advisorshares Tr Dorsey Wright with a value of $58.1B, Invesco Qqq Trust, Series 1 with a value of $41B, Nvidia Corp with a value of $34.8B, and Vaneck Morningstar Wide Moat E with a value of $23.6B.

Examining the 13F form we can see an decrease of $94.9B in the current position value, from $424B to 330B.

Virtus Wealth Solutions LLC is based out at Cranford, NJ

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

Portfolio value $330 Billion
ETFs: $187 Billion
Technology: $46.2 Billion
Communication Services: $7.37 Billion
Financial Services: $3.74 Billion
Energy: $319 Million
Industrials: $7.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$74.9 Billion 22.74% of portfolio
-
Q1 2025 Reduced 0.41%
$0
$58.1 Billion 17.62% of portfolio
1,569,500
Q1 2025 Reduced 0.41%
$0
$41 Billion 12.43% of portfolio
87,361
Q1 2025 Reduced 24.9%
$277B
$34.8 Billion 10.55% of portfolio
320,802
Q1 2025 Added 2.99%
$0
$23.6 Billion 7.16% of portfolio
268,259
Q1 2025 Reduced 1.54%
$0
$10.5 Billion 3.19% of portfolio
117,355
Q1 2025 Reduced 2.15%
$0
$10.3 Billion 3.12% of portfolio
84,979
Q1 2025 Reduced 5.38%
$0
$9.2 Billion 2.79% of portfolio
323,456
Q1 2025 Reduced 0.83%
$0
$9.17 Billion 2.78% of portfolio
242,781
Q1 2025 Reduced 0.22%
$0
$8.7 Billion 2.64% of portfolio
145,336
Q1 2025 Reduced 1.65%
$1.23T
$7.37 Billion 2.24% of portfolio
12,779
Q1 2025 Added 19.47%
-
$7.27 Billion 2.21% of portfolio
-
Q1 2025 Reduced 0.99%
$2.92T
$6.31 Billion 1.91% of portfolio
16,805
Q1 2025 Reduced 4.18%
$0
$3.85 Billion 1.17% of portfolio
53,930
Q1 2025 Added 0.17%
$3.36T
$3.46 Billion 1.05% of portfolio
15,568
Q1 2025 Added 3.75%
$714B
$3.04 Billion 0.92% of portfolio
12,409
Q1 2025 Reduced 1.68%
$0
$2.57 Billion 0.78% of portfolio
4,599
Q1 2025 Added 1.52%
$0
$1.7 Billion 0.52% of portfolio
29,043
Q1 2025 Added 7.54%
$77.9B
$1.63 Billion 0.5% of portfolio
9,745
Q1 2025 Reduced 21.16%
$0
$1.52 Billion 0.46% of portfolio
2,955
Q1 2025 Added 0.48%
$0
$1.26 Billion 0.38% of portfolio
16,816
Q1 2025 Added 0.42%
$0
$909 Million 0.28% of portfolio
8,894
Q4 2024 New
$0
$802 Million 0.24% of portfolio
17,992
Q1 2025 Added 7.55%
$691B
$696 Million 0.21% of portfolio
1,308
Q1 2025 Reduced 4.11%
$0
$499 Million 0.15% of portfolio
8,716
Q4 2024 New
$0
$480 Million 0.15% of portfolio
1,748
Q1 2025 Added 0.63%
$0
$487 Million 0.15% of portfolio
3,466
Q4 2024 New
$0
$419 Million 0.13% of portfolio
9,181
Q1 2025 Reduced 1.68%
$0
$399 Million 0.12% of portfolio
15,980
Q1 2025 Reduced 13.57%
$0
$356 Million 0.11% of portfolio
6,127
Q1 2025 Reduced 8.4%
$452B
$319 Million 0.1% of portfolio
2,686
Q1 2025 Added 0.9%
$0
$283 Million 0.09% of portfolio
3,050
Q4 2024 New
$0
$304 Million 0.09% of portfolio
5,544
Q1 2025 Added 27.48%
$0
$302 Million 0.09% of portfolio
6,029
Q1 2025 Reduced 6.64%
$0
$217 Million 0.07% of portfolio
4,622
Q1 2025 Reduced 5.54%
-
$220 Million 0.07% of portfolio
-
Q1 2025 Reduced 3.36%
$35.5M
$7.5 Million 0.0% of portfolio
22,067
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $330 Billion
  • Prior Value $424 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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