Vci Wealth Management LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $238 Billion distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $24.5B, Jp Morgan ETF Tr Ultra Short I with a value of $11.7B, Vanguard Ftse Developed Market with a value of $11.3B, Apple Inc. with a value of $10.6B, and Microsoft Corp with a value of $10.1B.
Examining the 13F form we can see an increase of $2.76B in the current position value, from $236B to 238B.
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
$238 Billion
ETFs: $108 Billion
Technology: $43.8 Billion
Financial Services: $16 Billion
Consumer Cyclical: $13.7 Billion
Healthcare: $13.3 Billion
Communication Services: $12.3 Billion
Industrials: $8.22 Billion
Consumer Defensive: $6.03 Billion
Other: $11.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions