Virtus Wealth Solutions LLC Portfolio Holdings by Sector
Virtus Wealth Solutions LLC
- $520 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQ DWAW MOAT QQEW FTCS DVLU DDIV FTSM 21 stocks |
$230 Million
61.62% of portfolio
|
  8  
|
  13  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$79.6 Million
21.35% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META DASH 2 stocks |
$25.1 Million
6.73% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
HOOD MSFT PLTR MDB 4 stocks |
$21 Million
5.63% of portfolio
|
  2  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SOFI 1 stocks |
$4.75 Million
1.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.02 Million
1.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$3.85 Million
1.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
CELH 1 stocks |
$2.07 Million
0.55% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP SNOW 2 stocks |
$975,354
0.26% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$577,770
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$576,888
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$308,354
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX 1 stocks |
$262,027
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
SCWO 1 stocks |
$6,331
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|