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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$41B
$18.1 Billion 8.05% of portfolio
363,948
Q3 2024 Added 222.74%
$3.09T
$12.3 Billion 5.49% of portfolio
28,672
Q3 2024 Added 93.95%
$0
$10.3 Billion 4.57% of portfolio
194,522
Q3 2024 New
$3.62T
$10.1 Billion 4.49% of portfolio
43,335
Q3 2024 Added 74.17%
$354B
$9.63 Billion 4.29% of portfolio
79,302
Q3 2024 Added 74.39%
$0
$9.31 Billion 4.15% of portfolio
183,537
Q3 2024 Added 11.47%
$0
$8.63 Billion 3.84% of portfolio
182,825
Q3 2024 Added 9.08%
$0
$6.76 Billion 3.01% of portfolio
125,962
Q3 2024 Added 9.95%
$2.06T
$6.4 Billion 2.85% of portfolio
34,331
Q3 2024 Added 94.6%
$1.03T
$6.09 Billion 2.71% of portfolio
36,738
Q3 2024 New
Ishares Bitcoin Trust ETF
-
$5.17 Billion 2.3% of portfolio
-
Q3 2024 New
$0
$4.24 Billion 1.89% of portfolio
231,910
Q3 2024 Added 9.43%
$0
$3.85 Billion 1.71% of portfolio
80,358
Q3 2024 Reduced 69.33%
$0
$3.78 Billion 1.68% of portfolio
145,794
Q3 2024 Reduced 13.83%
$1.25T
$3.69 Billion 1.64% of portfolio
6,448
Q3 2024 Added 201.31%
$0
$3.38 Billion 1.5% of portfolio
43,121
Q3 2024 Added 8.47%
$0
$3 Billion 1.34% of portfolio
59,761
Q3 2024 Added 10.18%
$48B
$2.68 Billion 1.19% of portfolio
46,316
Q3 2024 New
$0
$2.66 Billion 1.18% of portfolio
104,786
Q3 2024 Added 11.08%
$495B
$2.64 Billion 1.17% of portfolio
15,482
Q3 2024 New
$497B
$2.48 Billion 1.1% of portfolio
21,169
Q3 2024 Added 77.4%
$145B
$2.43 Billion 1.08% of portfolio
12,028
Q3 2024 New
$403B
$2.37 Billion 1.05% of portfolio
14,594
Q3 2024 New
$1.01T
$2.24 Billion 1.0% of portfolio
8,568
Q3 2024 New
$498B
$2.21 Billion 0.99% of portfolio
4,485
Q3 2024 New
$168B
$2.23 Billion 0.99% of portfolio
8,016
Q3 2024 New
$244B
$2.21 Billion 0.98% of portfolio
19,461
Q3 2024 Added 246.71%
$177B
$2.16 Billion 0.96% of portfolio
10,440
Q3 2024 New
$105B
$2.16 Billion 0.96% of portfolio
17,106
Q3 2024 New
$229B
$2.1 Billion 0.94% of portfolio
26,036
Q3 2024 New
$720B
$2.07 Billion 0.92% of portfolio
9,805
Q3 2024 Added 228.59%
$219B
$2.03 Billion 0.91% of portfolio
11,961
Q3 2024 Added 76.83%
$418B
$1.95 Billion 0.87% of portfolio
4,801
Q3 2024 New
$62B
$1.86 Billion 0.83% of portfolio
6,610
Q3 2024 New
$0
$1.85 Billion 0.82% of portfolio
33,820
Q3 2024 Reduced 54.91%
$316B
$1.67 Billion 0.74% of portfolio
11,342
Q3 2024 New
$193B
$1.65 Billion 0.74% of portfolio
8,776
Q3 2024 New
$15.3B
$1.54 Billion 0.69% of portfolio
12,078
Q3 2024 New
$402B
$1.55 Billion 0.69% of portfolio
8,971
Q3 2024 New
$111B
$1.51 Billion 0.67% of portfolio
18,070
Q3 2024 New
$147B
$1.48 Billion 0.66% of portfolio
22,841
Q3 2024 New
$105B
$1.45 Billion 0.65% of portfolio
13,977
Q3 2024 New
$62.3B
$1.47 Billion 0.65% of portfolio
18,241
Q3 2024 New
$210B
$1.45 Billion 0.64% of portfolio
15,042
Q3 2024 New
$120B
$1.44 Billion 0.64% of portfolio
4,991
Q3 2024 New
$47.4B
$1.45 Billion 0.64% of portfolio
11,957
Q3 2024 New
$67.2B
$1.42 Billion 0.63% of portfolio
6,156
Q3 2024 New
Te Connectivity PLC
-
$1.42 Billion 0.63% of portfolio
-
Q3 2024 New
$0
$1.39 Billion 0.62% of portfolio
21,728
Q3 2024 Reduced 58.52%

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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