Vicus Capital Reduced Holdings in Q1 2025

Vicus Capital

  • $1.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.19K
- 7.14%
$48.02 - $53.02 $57.2K - $63.1K
15.5K $761K
LOW
Lowes Companies Inc

Consumer Cyclical
-134
- 3.31%
$222.66 - $268.42 $29.8K - $36K
3.91K $912K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.49K
- 2.16%
$49.69 - $50.76 $74.2K - $75.8K
67.8K $3.39M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-11.4K
- 8.42%
$33.84 - $37.77 $386K - $430K
124K $4.56M
CMCSA
Comcast Corp

Communication Services
-1.57K
- 14.6%
$33.19 - $38.23 $52.1K - $60K
9.18K $338K
FDX
Fedex Corp

Industrials
-33
- 2.34%
$230.33 - $281.53 $7.6K - $9.29K
1.38K $336K
GM
General Motors CO

Consumer Cyclical
-240
- 3.19%
$45.22 - $54.92 $10.9K - $13.2K
7.29K $342K
XLK
Technology Sector Spdr

ETFs
-9
- 0.42%
$206.38 - $242.18 $1.86K - $2.18K
2.12K $437K
WFC
Wells Fargo & Company

Financial Services
-884
- 18.58%
$66.78 - $81.42 $59K - $72K
3.87K $278K
ROK
Rockwell Automation, Inc

Industrials
-68
- 5.99%
$255.29 - $303.75 $17.4K - $20.7K
1.07K $275K
CSB
Victory Portf Ii Shs Us Small

ETFs
-78
- 0.42%
$55.62 - $62.03 $4.34K - $4.84K
18.7K $1.07M
MET
Metlife Inc

Financial Services
-489
- 15.61%
$77.7 - $87.0 $38K - $42.5K
2.64K $212K
WMT
Walmart Inc.

Consumer Defensive
-274
- 3.49%
$84.5 - $105.05 $23.2K - $28.8K
7.57K $664K
META
Meta Platforms, Inc.

Communication Services
-15
- 0.63%
$576.36 - $736.67 $8.65K - $11.1K
2.38K $1.37M
KO
Coca Cola CO

Consumer Defensive
-1.25K
- 23.65%
$60.81 - $72.32 $76.2K - $90.6K
4.05K $289K
EMR
Emerson Electric CO

Industrials
-17
- 0.67%
$108.64 - $131.17 $1.85K - $2.23K
2.51K $274K
VNLA
Janus Henderson Short Duration

ETFs
-824
- 2.61%
$48.89 - $49.21 $40.3K - $40.5K
30.7K $1.51M
PG
Procter & Gamble CO

Consumer Defensive
-249
- 7.97%
$158.56 - $176.26 $39.5K - $43.9K
2.88K $490K
CSCO
Cisco Systems, Inc.

Technology
-938
- 9.21%
$58.74 - $64.87 $55.1K - $60.8K
9.24K $570K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-173
- 2.88%
$58.11 - $65.29 $10.1K - $11.3K
5.83K $345K
QCOM
Qualcomm Inc

Technology
-185
- 4.83%
$151.94 - $175.86 $28.1K - $32.5K
3.65K $560K
HON
Honeywell International Inc

Industrials
-7
- 0.4%
$202.75 - $226.52 $1.42K - $1.59K
1.74K $369K
WY
Weyerhaeuser CO

Real Estate
-1.15K
- 14.13%
$27.29 - $31.39 $31.5K - $36.2K
7.01K $205K
MA
Mastercard Inc

Financial Services
-69
- 10.21%
$504.67 - $576.31 $34.8K - $39.8K
607 $332K
UNH
Unitedhealth Group Inc

Healthcare
-62
- 11.46%
$461.52 - $548.18 $28.6K - $34K
479 $250K
PLTR
Palantir Technologies Inc.

Technology
-597
- 17.63%
$64.98 - $124.62 $38.8K - $74.4K
2.79K $235K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-290
- 2.94%
$33.28 - $36.41 $9.65K - $10.6K
9.57K $324K
SPG
Simon Property Group Inc

Real Estate
-56
- 3.68%
$159.48 - $187.78 $8.93K - $10.5K
1.47K $243K
MAS
Masco Corp

Industrials
-61
- 1.41%
$68.67 - $81.85 $4.19K - $4.99K
4.27K $296K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-2K
- 2.04%
$38.89 - $41.6 $77.9K - $83.4K
96.3K $3.85M
VO
Vanguard Mid Cap ETF

ETFs
-23
- 2.0%
$251.87 - $277.95 $5.79K - $6.39K
1.13K $289K
F
Ford Motor CO

Consumer Cyclical
-1.54K
- 13.19%
$9.12 - $10.43 $14K - $16K
10.1K $101K
HDV
Ishares Core High Dividend ETF

ETFs
-446
- 9.98%
$110.86 - $121.12 $49.4K - $54K
4.02K $487K
USFR
Wisdomtree Floating Rate Treas

ETFs
-152
- 1.2%
$50.29 - $50.5 $7.64K - $7.68K
12.5K $627K
C
Citigroup Inc

Financial Services
-98
- 2.27%
$67.23 - $84.63 $6.59K - $8.29K
4.22K $299K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-414
- 3.46%
$37.07 - $40.63 $15.3K - $16.8K
11.6K $456K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-296
- 1.35%
$47.59 - $48.35 $14.1K - $14.3K
21.6K $1.04M
SYK
Stryker Corp

Healthcare
-20
- 3.46%
$355.18 - $399.9 $7.1K - $8K
558 $207K
LLY
Eli Lilly & CO

Healthcare
-35
- 6.39%
$725.72 - $929.72 $25.4K - $32.5K
513 $423K
SGOL
Abrdn Gold ETF Trust

ETFs
-1.7K
- 15.86%
$25.14 - $29.82 $42.6K - $50.5K
8.99K $268K
ITA
Ishares Tr

ETFs
-138
- 4.32%
$144.84 - $159.5 $20K - $22K
3.06K $467K
MPC
Marathon Petroleum Corp

Energy
-36
- 2.07%
$134.72 - $159.03 $4.85K - $5.73K
1.71K $248K
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 1.43%
$890.62 - $1076.86 $5.34K - $6.46K
415 $392K
MO
Altria Group, Inc.

Consumer Defensive
-539
- 9.48%
$50.81 - $60.02 $27.4K - $32.4K
5.15K $308K
XLV
Select Sector Spdr Fund Health

ETFs
-17
- 0.56%
$137.61 - $149.68 $2.34K - $2.54K
3.03K $437K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-483
- 0.15%
$24.5 - $24.95 $11.8K - $12.1K
324K $8.01M
VEU
Vanguard Ftse All World Ex Us

ETFs
-480
- 2.95%
$56.51 - $62.98 $27.1K - $30.2K
15.8K $963K
VLO
Valero Energy Corp

Energy
-7
- 0.22%
$121.76 - $142.99 $852 - $1K
3.2K $422K
V
Visa Inc.

Financial Services
-9
- 0.87%
$306.92 - $362.71 $2.76K - $3.26K
1.02K $358K
Activity Summary
Buys All Purchases 115 New Holdings 24 Increased Positions 91 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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