Victory Financial Group, LLC Portfolio Holdings

Victory Financial Group, LLC

  • $381 Billion
  • Q4 2024

Victory Financial Group, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $381 Billion distributed in 138 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 $62.1B, Schwab Strategic Tr Us Dividen with a value of $47.8B, Ishare Morningstar Mid Cap Gro with a value of $24B, First Tr Value Line Divid Inde with a value of $22.2B, and Vanguard Index Fds S&P 500 ETF with a value of $21.3B.

Examining the 13F form we can see an increase of $167B in the current position value, from $214B to 381B.

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 $381 Billion
ETFs: $316 Billion
Technology: $22.6 Billion
Consumer Cyclical: $6.47 Billion
Communication Services: $4.68 Billion
Financial Services: $4.54 Billion
Healthcare: $1.9 Billion
Energy: $1.59 Billion
Consumer Defensive: $1.27 Billion
Other: $1.35 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$177B
$1.45 Billion 0.38% of portfolio
7,719
Q4 2024 Added 7.19%
$94.4B
$904 Million 0.24% of portfolio
3,900
Q4 2024 New
$44.8B
$529 Million 0.14% of portfolio
10,711
Q4 2024 New
$183B
$448 Million 0.12% of portfolio
3,707
Q4 2024 New
$41.7B
$409 Million 0.11% of portfolio
5,369
Q4 2024 Added 4.23%
$149B
$300 Million 0.08% of portfolio
925
Q4 2024 New
$27.2B
$254 Million 0.07% of portfolio
6,331
Q4 2024 Added 3.68%
$46B
$256 Million 0.07% of portfolio
4,502
Q4 2024 Added 8.77%
$123B
$218 Million 0.06% of portfolio
657
Q4 2024 New
$134B
$211 Million 0.06% of portfolio
2,946
Q4 2024 New
$199B
$247 Million 0.06% of portfolio
233
Q4 2024 New
$93.4B
$206 Million 0.05% of portfolio
16,000
Q4 2024 Added 14.29%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $381 Billion
  • Prior Value $214 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 66 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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