Vci Wealth Management LLC Reduced Holdings in Q1 2025

Vci Wealth Management LLC

  • $238 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AOA
Ishares Tr Core Aggressive All

ETFs
-31.5K
- 48.29%
$75.7 - $80.01 $2.39M - $2.52M
33.8K $2.58B
MSFT
Microsoft Corp

Technology
-1.05K
- 3.73%
$375.39 - $447.2 $393K - $469K
27K $10.1B
AVGO
Broadcom Inc.

Technology
-3K
- 17.09%
$167.43 - $244.7 $502K - $734K
14.6K $2.44B
TSLA
Tesla, Inc.

Consumer Cyclical
-331
- 4.26%
$222.15 - $428.22 $73.5K - $142K
7.43K $1.93B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.04K
- 3.23%
$190.26 - $242.06 $197K - $251K
31K $5.9B
D
Dominion Energy, Inc

Utilities
-20.6K
- 62.27%
$52.85 - $57.43 $1.09M - $1.18M
12.5K $699M
CL
Colgate Palmolive CO

Consumer Defensive
-10.8K
- 61.58%
$85.68 - $97.5 $926K - $1.05M
6.74K $632M
PEP
Pepsico Inc

Consumer Defensive
-6.04K
- 49.48%
$142.64 - $156.42 $861K - $944K
6.16K $924M
MRK
Merck & Co., Inc.

Healthcare
-7.58K
- 36.19%
$83.01 - $101.02 $629K - $766K
13.4K $1.2B
K
Kellogg CO

Consumer Defensive
-8.7K
- 55.2%
$81.06 - $82.9 $706K - $722K
7.07K $583M
ECL
Ecolab Inc.

Basic Materials
-3.35K
- 39.0%
$229.72 - $269.82 $768K - $903K
5.23K $1.33B
CARR
Carrier Global Corp

Industrials
-8.69K
- 37.43%
$62.07 - $70.55 $539K - $613K
14.5K $921M
DHR
Danaher Corp

Healthcare
-2.1K
- 24.91%
$201.62 - $250.59 $423K - $526K
6.32K $1.3B
PRU
Prudential Financial Inc

Financial Services
-3.95K
- 19.95%
$105.04 - $122.33 $415K - $484K
15.9K $1.77B
AMAT
Applied Materials Inc

Technology
-2.53K
- 28.04%
$145.06 - $195.51 $367K - $495K
6.49K $942M
TXN
Texas Instruments Inc

Technology
-2.5K
- 27.67%
N/A
6.53K $1.17B
A
Agilent Technologies, Inc.

Healthcare
-2.54K
- 21.84%
$116.69 - $152.6 $297K - $388K
9.1K $1.06B
JNJ
Johnson & Johnson

Healthcare
-5.34K
- 27.53%
$142.06 - $167.7 $759K - $896K
14.1K $2.33B
ROK
Rockwell Automation, Inc

Industrials
-959
- 15.78%
$255.29 - $303.75 $245K - $291K
5.12K $1.32B
BDX
Becton Dickinson & CO

Healthcare
-1.73K
- 24.71%
$222.79 - $249.08 $386K - $431K
5.27K $1.21B
SUI
Sun Communities Inc

Real Estate
-3.43K
- 32.12%
$120.53 - $136.43 $413K - $468K
7.24K $932M
CVS
Cvs Health Corp

Healthcare
-15.3K
- 49.62%
$44.22 - $68.64 $678K - $1.05M
15.6K $1.05B
WMT
Walmart Inc.

Consumer Defensive
-2.83K
- 10.12%
$84.5 - $105.05 $239K - $297K
25.1K $2.21B
INCY
Incyte Corp

Healthcare
-3.15K
- 21.19%
$60.0 - $75.26 $189K - $237K
11.7K $708M
HD
Home Depot, Inc.

Consumer Cyclical
-429
- 6.42%
$347.25 - $424.87 $149K - $182K
6.26K $2.29B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-3.69K
- 15.53%
$67.43 - $75.54 $249K - $278K
20K $1.37B
FSTA
Fidelity Covington Tr Msci Con

ETFs
-6.48K
- 30.98%
$48.3 - $52.85 $313K - $343K
14.4K $738M
PANW
Palo Alto Networks Inc

Technology
-1.17K
- 17.14%
$167.82 - $208.28 $197K - $244K
5.66K $966M
XLP
Consumer Staples Sector Spdr

ETFs
-3.52K
- 38.64%
N/A
5.58K $456M
NSC
Norfolk Southern Corp

Industrials
-1.09K
- 17.33%
$227.69 - $259.76 $248K - $283K
5.2K $1.23B
FCOM
Fidelity Covington Tr Msci Com

ETFs
-3.1K
- 13.45%
$55.97 - $64.13 $173K - $199K
19.9K $1.12B
IVV
Ishares Core S&P 500 ETF

ETFs
-345
- 26.83%
$554.06 - $615.85 $191K - $212K
941 $529M
XLI
Industrial Sector Spdr

ETFs
-1.43K
- 12.35%
$128.78 - $141.67 $184K - $203K
10.2K $1.33B
FITB
Fifth Third Bancorp

Financial Services
-2.38K
- 7.58%
$37.48 - $44.96 $89K - $107K
29K $1.14B
PLD
Prologis, Inc.

Real Estate
-2.5K
- 16.43%
$103.59 - $124.04 $259K - $310K
12.7K $1.42B
GE
General Electric CO

Industrials
-2.6K
- 24.79%
$168.59 - $212.13 $438K - $551K
7.88K $1.58B
FDIS
Fidelity Covington Tr Msci Con

ETFs
-708
- 8.75%
$82.77 - $101.84 $58.6K - $72.1K
7.38K $624M
PLTR
Palantir Technologies Inc.

Technology
-3K
- 26.85%
$64.98 - $124.62 $195K - $373K
8.16K $689M
XOM
Exxon Mobil Corp

Energy
-3.32K
- 15.56%
$105.44 - $118.93 $350K - $395K
18K $2.15B
CVX
Chevron Corp

Energy
-2.3K
- 19.73%
$146.71 - $167.97 $338K - $387K
9.37K $1.57B
META
Meta Platforms, Inc.

Communication Services
-103
- 1.56%
$576.36 - $736.67 $59.4K - $75.9K
6.5K $3.75B
BAC
Bank Of America Corp

Financial Services
-304
- 0.8%
$39.61 - $47.74 $12K - $14.5K
37.7K $1.57B
SCHW
Schwab Charles Corp

Financial Services
-1.91K
- 13.26%
$71.24 - $83.64 $136K - $159K
12.5K $976M
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.64K
- 21.01%
$275.89 - $345.24 $453K - $567K
6.17K $2.13B
MLN
Vaneck Long Muni ETF

ETFs
-4.03K
- 14.98%
$17.22 - $18.0 $69.4K - $72.6K
22.9K $398M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.15K
- 14.35%
$39.18 - $43.52 $84.2K - $93.6K
12.8K $537M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-1.59K
- 18.54%
$48.13 - $51.78 $76.3K - $82.1K
6.96K $355M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.15K
- 26.5%
$18.36 - $20.51 $76.2K - $85.1K
11.5K $228M
SCMB
Schwab Strategic Tr Mun Bd ETF
-2.21K
- 12.48%
N/A
15.5K $393M
Activity Summary
Buys All Purchases 48 New Holdings 25 Increased Positions 23 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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