Victory Financial Group, LLC Portfolio Holdings

Victory Financial Group, LLC

  • $214 Billion
  • Q2 2024

Victory Financial Group, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $214 Billion distributed in 78 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 $36.2B, Schwab Strategic Tr Us Dividen with a value of $33.8B, Ishare Morningstar Mid Cap Gro with a value of $16.3B, First Tr Value Line Divid Inde with a value of $16B, and Vanguard Index Fds S&P 500 ETF with a value of $12.4B.

Examining the 13F form we can see an increase of $44.8B in the current position value, from $169B to 214B.

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 $214 Billion
ETFs: $193 Billion
Technology: $13.1 Billion
Consumer Cyclical: $2.34 Billion
Communication Services: $1.44 Billion
Financial Services: $1.41 Billion
Basic Materials: $962 Million
Healthcare: $832 Million
Energy: $203 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$993M
$88.6 Million 0.04% of portfolio
12,023
Q4 2023 New
$1.77B
$3.17 Million 0.0% of portfolio
11,711
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $214 Billion
  • Prior Value $169 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 20 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
Track This Portfolio

Track Victory Financial Group, LLC Portfolio

Follow Victory Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Victory Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Victory Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email