Vci Wealth Management LLC Portfolio Holdings

Vci Wealth Management LLC

  • $202 Billion
  • Q2 2024

Vci Wealth Management LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $202 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $18.5B, Vanguard Ftse Emerging Mkts Et with a value of $11.5B, Schwab Strategic Tr Us Small C with a value of $10.1B, Jp Morgan ETF Tr Ultra Short I with a value of $8.31B, and Vanguard Mortg Backed Sec ETF with a value of $7.61B.

Examining the 13F form we can see an increase of $54.4B in the current position value, from $148B to 202B.

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 $202 Billion
ETFs: $144 Billion
Technology: $22.2 Billion
Communication Services: $6.67 Billion
Financial Services: $6.37 Billion
Consumer Cyclical: $5.8 Billion
Healthcare: $4.71 Billion
Consumer Defensive: $3.67 Billion
Industrials: $2.79 Billion
Other: $5.4 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $202 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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