Infinity Wealth Counsel, LLC Portfolio Holdings

Infinity Wealth Counsel, LLC

  • $92.6 Billion
  • Q1 2025

Infinity Wealth Counsel, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $92.6 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $5.74B, Vanguard Dividend Appreciation with a value of $4.77B, Ishares Core S&P 500 ETF with a value of $4.37B, Vanguard Large Cap ETF with a value of $4.35B, and Vanguard Bd Index Fd Inc Short with a value of $3.92B.

Examining the 13F form we can see an decrease of $1.11B in the current position value, from $93.7B to 92.6B. Also it can be appreciated an additional of 1 stocks purchases and 1 closed positions.

Infinity Wealth Counsel, LLC is based out at Loveland, OH

Below you can find more details about Infinity Wealth Counsel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $92.6 Billion
ETFs: $83.1 Billion
Technology: $1.49 Billion
Consumer Defensive: $1.42 Billion
Financial Services: $1.05 Billion
Utilities: $229 Million
Communication Services: $223 Million
Basic Materials: $151 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.2B
$229 Million 0.25% of portfolio
1,877
Q4 2024 New
$957B
$223 Million 0.24% of portfolio
1,445
Q1 2025 Reduced 3.99%
$0
$222 Million 0.24% of portfolio
2,807
Q4 2024 New
$307B
$215 Million 0.23% of portfolio
1,988
Q1 2025 Reduced 4.74%
$0
$209 Million 0.23% of portfolio
7,430
Q1 2025 New
$0
$166 Million 0.18% of portfolio
10,000
Q4 2024 New
$3.87B
$151 Million 0.16% of portfolio
18,353
Q1 2025 Added 0.55%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $92.6 Billion
  • Prior Value $93.7 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 22 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 22 stocks
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