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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.02T
$1.7 Billion 0.33% of portfolio
10,900
Q1 2025 Added 43.23%
$0
$1.59 Billion 0.31% of portfolio
9,311
Q1 2025 Added 69.08%
$177B
$1.49 Billion 0.29% of portfolio
8,308
Q1 2025 Added 7.63%
$0
$1.38 Billion 0.26% of portfolio
27,092
Q1 2025 Reduced 25.13%
$39.6B
$1.29 Billion 0.25% of portfolio
26,231
Q1 2025 Added 144.9%
Touchstone ETF Trust
-
$1.27 Billion 0.24% of portfolio
-
Q1 2025 Added 173.78%
$0
$1.26 Billion 0.24% of portfolio
15,452
Q1 2025 Reduced 4.59%
$575B
$1.17 Billion 0.22% of portfolio
3,341
Q1 2025 Added 5.83%
$0
$1.1 Billion 0.21% of portfolio
6,840
Q1 2025 Reduced 13.78%
$0
$1.02 Billion 0.2% of portfolio
10,555
Q1 2025 Added 77.42%
$107B
$1.06 Billion 0.2% of portfolio
6,132
Q1 2025 Added 57.23%
$739B
$1.04 Billion 0.2% of portfolio
1,256
Q1 2025 Added 18.83%
$0
$995 Million 0.19% of portfolio
13,225
Q1 2025 Reduced 21.88%
$0
$931 Million 0.18% of portfolio
9,410
Q1 2025 Reduced 25.16%
$0
$960 Million 0.18% of portfolio
1,715
Q1 2025 Added 12.24%
$452B
$897 Million 0.17% of portfolio
7,525
Q1 2025 Added 70.29%
$0
$830 Million 0.16% of portfolio
2,300
Q1 2025 Reduced 3.28%
$0
$829 Million 0.16% of portfolio
14,200
Q1 2025 Reduced 19.01%
$0
$798 Million 0.15% of portfolio
13,627
Q1 2025 Added 119.72%
$286B
$765 Million 0.15% of portfolio
2,868
Q1 2025 Added 44.7%
$369B
$769 Million 0.15% of portfolio
2,048
Q1 2025 Added 76.4%
$0
$783 Million 0.15% of portfolio
36,393
Q1 2025 New
$286B
$765 Million 0.15% of portfolio
1,391
Q1 2025 Added 64.81%
$281B
$786 Million 0.15% of portfolio
4,694
Q1 2025 Added 80.96%
$825B
$795 Million 0.15% of portfolio
3,251
Q1 2025 Added 17.62%
$0
$797 Million 0.15% of portfolio
36,080
Q1 2025 Added 3.65%
$0
$719 Million 0.14% of portfolio
5,737
Q1 2025 Added 1.43%
$0
$726 Million 0.14% of portfolio
7,810
Q1 2025 Added 42.13%
$328B
$755 Million 0.14% of portfolio
3,452
Q1 2025 Added 112.56%
$0
$711 Million 0.14% of portfolio
7,609
Q1 2025 Added 23.7%
$67.7B
$723 Million 0.14% of portfolio
21,177
Q1 2025 New
$0
$693 Million 0.13% of portfolio
32,060
Q1 2025 New
$266B
$693 Million 0.13% of portfolio
7,942
Q1 2025 Added 23.25%
$398B
$678 Million 0.13% of portfolio
4,154
Q1 2025 Added 62.97%
$1.02T
$688 Million 0.13% of portfolio
4,376
Q1 2025 Added 23.72%
$0
$695 Million 0.13% of portfolio
8,457
Q1 2025 Added 0.36%
$569B
$693 Million 0.13% of portfolio
748
Q1 2025 Added 10.0%
$0
$671 Million 0.13% of portfolio
13,528
Q1 2025 Added 58.15%
$0
$627 Million 0.12% of portfolio
18,522
Q1 2025 New
$189B
$611 Million 0.12% of portfolio
1,906
Q1 2025 Added 11.14%
$0
$628 Million 0.12% of portfolio
3,150
Q1 2025 Reduced 12.6%
$0
$631 Million 0.12% of portfolio
6,939
Q1 2025 Added 4.06%
$0
$642 Million 0.12% of portfolio
13,163
Q1 2025 Added 56.52%
$0
$582 Million 0.11% of portfolio
6,209
Q1 2025 Added 53.84%
$0
$555 Million 0.11% of portfolio
5,338
Q1 2025 Reduced 13.97%
$2.21B
$561 Million 0.11% of portfolio
3,296
Q1 2025 New
$0
$587 Million 0.11% of portfolio
1,045
Q1 2025 Reduced 23.61%
$0
$557 Million 0.11% of portfolio
6,809
Q1 2025 Added 51.04%
Listed Fd Tr
-
$551 Million 0.11% of portfolio
-
Q1 2025 New

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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