Victory Financial Group, LLC Portfolio Holdings

Victory Financial Group, LLC

  • $521 Billion
  • Q1 2025

Victory Financial Group, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $521 Billion distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $87.4B, Schwab Strategic Tr Us Dividen with a value of $51.2B, Ishare Morningstar Mid Cap Gro with a value of $26.1B, First Tr Value Line Divid Inde with a value of $24.3B, and Fidelity High Dividend ETF with a value of $20B.

Examining the 13F form we can see an increase of $141B in the current position value, from $381B to 521B.

Victory Financial Group, LLC is based out at Austin, TX

Below you can find more details about Victory Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $521 Billion
ETFs: $418 Billion
Technology: $25.8 Billion
Financial Services: $7.39 Billion
Consumer Cyclical: $6.96 Billion
Communication Services: $6.67 Billion
Energy: $3.94 Billion
Healthcare: $3.88 Billion
Consumer Defensive: $3.26 Billion
Other: $3.22 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.4B
$236 Million 0.05% of portfolio
6,749
Q1 2025 Added 6.6%
$170B
$243 Million 0.05% of portfolio
478
Q1 2025 New
$102B
$257 Million 0.05% of portfolio
979
Q1 2025 Added 5.84%
$296B
$271 Million 0.05% of portfolio
3,808
Q1 2025 Added 27.91%
$53.1B
$251 Million 0.05% of portfolio
2,054
Q1 2025 New
$209B
$244 Million 0.05% of portfolio
1,845
Q1 2025 New
$140B
$259 Million 0.05% of portfolio
3,630
Q1 2025 Added 23.22%
$80.9B
$244 Million 0.05% of portfolio
17,000
Q1 2025 Added 6.25%
$60.3B
$236 Million 0.05% of portfolio
1,374
Q1 2025 New
$230B
$286 Million 0.05% of portfolio
2,458
Q1 2025 New
$89.6B
$222 Million 0.04% of portfolio
477
Q1 2025 New
$203B
$231 Million 0.04% of portfolio
2,511
Q1 2025 New
$97.5B
$227 Million 0.04% of portfolio
742
Q1 2025 New
$149B
$212 Million 0.04% of portfolio
2,095
Q1 2025 New
-
$209 Million 0.04% of portfolio
-
Q1 2025 Reduced 2.53%
$242B
$207 Million 0.04% of portfolio
1,558
Q1 2025 New
$137B
$204 Million 0.04% of portfolio
752
Q1 2025 Added 14.46%
$201B
$228 Million 0.04% of portfolio
283
Q1 2025 Added 21.46%
$105B
$234 Million 0.04% of portfolio
2,366
Q1 2025 New
$145B
$229 Million 0.04% of portfolio
1,883
Q1 2025 New
$101B
$210 Million 0.04% of portfolio
1,217
Q1 2025 New
$226B
$215 Million 0.04% of portfolio
401
Q1 2025 Reduced 3.61%
$47.5B
$207 Million 0.04% of portfolio
5,139
Q1 2025 New
$79.5B
$202 Million 0.04% of portfolio
913
Q1 2025 New
$216B
$200 Million 0.04% of portfolio
2,059
Q1 2025 New
$120B
$201 Million 0.04% of portfolio
1,197
Q1 2025 New
$42.4B
$110 Million 0.02% of portfolio
11,062
Q1 2025 New
$850M
$77.5 Million 0.01% of portfolio
12,244
Q1 2025 Added 0.05%

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $521 Billion
  • Prior Value $381 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 52 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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