Virtue Capital Management, LLC Incresed Positions in Q1 2025

Virtue Capital Management, LLC

  • $811 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.38K
+ 6.89%
$58.01 - $64.46 $80.2K - $89.1K
21.4K $1.33M
MO
Altria Group, Inc.

Consumer Defensive
1.76K
+ 31.85%
$50.81 - $60.02 $89.2K - $105K
7.27K $436K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.33K
+ 19.4%
$161.03 - $235.53 $214K - $313K
8.19K $1.36M
MKL
Markel Corp

Financial Services
68
+ 58.62%
$1660.14 - $2059.83 $113K - $140K
184 $344K
TLT
Ishares Barclays 20+ Year Trea

ETFs
591
+ 2.43%
$85.29 - $92.57 $50.4K - $54.7K
24.9K $2.27M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.54K
+ 15.58%
$42.5 - $46.71 $108K - $119K
18.9K $853K
AEP
American Electric Power CO Inc

Utilities
639
+ 17.37%
$90.32 - $109.27 $57.7K - $69.8K
4.32K $471K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.76K
+ 12.51%
$21.75 - $24.28 $212K - $237K
87.7K $1.94M
XLP
Consumer Staples Sector Spdr

ETFs
1.6K
+ 7.74%
N/A
22.3K $1.7M
SHW
Sherwin Williams CO

Basic Materials
302
+ 31.33%
$330.16 - $365.55 $99.7K - $110K
1.27K $442K
PLD
Prologis, Inc.

Real Estate
860
+ 43.72%
$103.59 - $124.04 $89.1K - $107K
2.83K $316K
SCHW
Schwab Charles Corp

Financial Services
1.1K
+ 21.57%
$71.24 - $83.64 $78.4K - $92K
6.2K $485K
PNC
Pnc Financial Services Group, Inc.

Financial Services
701
+ 64.19%
$168.84 - $202.89 $118K - $142K
1.79K $315K
COP
Conocophillips

Energy
704
+ 14.3%
$88.6 - $105.85 $62.4K - $74.5K
5.63K $590K
GD
General Dynamics Corp

Industrials
340
+ 33.4%
$241.94 - $272.58 $82.3K - $92.7K
1.36K $370K
SYK
Stryker Corp

Healthcare
252
+ 40.06%
$355.18 - $399.9 $89.5K - $101K
881 $327K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.13K
+ 43.95%
$91.76 - $103.26 $103K - $116K
3.69K $341K
LQD
Ishares Iboxx $ Investment Gra

ETFs
777
+ 12.66%
$105.1 - $109.61 $81.7K - $85.2K
6.92K $751K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
386
+ 0.59%
$77.7 - $78.94 $30K - $30.5K
66.1K $5.22M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.66K
+ 14.43%
$27.64 - $28.58 $73.6K - $76.1K
21.1K $603K
KLAC
Kla Corp

Technology
100
+ 28.41%
$636.62 - $777.63 $63.7K - $77.8K
452 $307K
DVY
Ishares Tr

ETFs
457
+ 6.57%
$128.58 - $138.1 $58.8K - $63.1K
7.42K $996K
ASML
Asml Holding Nv

Technology
138
+ 43.67%
$662.63 - $776.99 $91.4K - $107K
454 $300K
VRSK
Verisk Analytics, Inc.

Industrials
209
+ 25.9%
$268.63 - $301.33 $56.1K - $63K
1.02K $302K
SPGI
S&P Global Inc.

Financial Services
137
+ 16.85%
$478.26 - $543.77 $65.5K - $74.5K
950 $482K
SO
Southern CO

Utilities
347
+ 7.44%
$80.96 - $92.96 $28.1K - $32.3K
5.01K $460K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.03K
+ 9.49%
$74.34 - $81.0 $76.6K - $83.4K
11.9K $903K
DUK
Duke Energy Corp

Utilities
269
+ 13.26%
$105.87 - $121.97 $28.5K - $32.8K
2.3K $280K
APD
Air Products & Chemicals, Inc.

Basic Materials
185
+ 22.21%
$283.24 - $338.07 $52.4K - $62.5K
1.02K $300K
WFC
Wells Fargo & Company

Financial Services
635
+ 9.54%
$66.78 - $81.42 $42.4K - $51.7K
7.29K $523K
WDAY
Workday, Inc.

Technology
517
+ 18.82%
$233.53 - $277.82 $121K - $144K
3.26K $762K
KMX
Carmax Inc

Consumer Cyclical
808
+ 25.6%
$69.25 - $89.19 $56K - $72.1K
3.96K $308K
PRU
Prudential Financial Inc

Financial Services
687
+ 16.37%
$105.04 - $122.33 $72.2K - $84K
4.88K $545K
NNN
National Retail Properties, Inc.

Real Estate
759
+ 11.14%
$38.0 - $43.19 $28.8K - $32.8K
7.57K $322K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.17K
+ 15.36%
$23.16 - $27.04 $120K - $140K
38.8K $910K
LYG
Lloyds Banking Group PLC

Financial Services
3.66K
+ 15.36%
$2.58 - $3.9 $9.43K - $14.3K
27.5K $104K
ZTS
Zoetis Inc.

Healthcare
200
+ 9.48%
$156.48 - $175.67 $31.3K - $35.1K
2.31K $380K
CSX
Csx Corp

Industrials
2.22K
+ 20.18%
$29.11 - $33.67 $64.5K - $74.6K
13.2K $388K
ETN
Eaton Corp PLC

Industrials
378
+ 30.1%
$271.83 - $371.23 $103K - $140K
1.63K $444K
BDX
Becton Dickinson & CO

Healthcare
101
+ 5.33%
$222.79 - $249.08 $22.5K - $25.2K
2K $456K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
414
+ 5.12%
N/A
8.5K $530K
ECL
Ecolab Inc.

Basic Materials
3
+ 0.23%
$229.72 - $269.82 $689 - $809
1.33K $336K
EPD
Enterprise Products Partners L.P.

Energy
89
+ 1.1%
$31.75 - $34.14 $2.83K - $3.04K
8.18K $279K
F
Ford Motor CO

Consumer Cyclical
2.08K
+ 8.68%
$9.12 - $10.43 $19K - $21.7K
26.1K $261K
ZECP
Zacks Tr Earnings Constant Por

ETFs
2.01K
+ 1.85%
$29.24 - $32.07 $58.6K - $64.3K
110K $3.32M
DRSK
ETF Ser Solutions Aptus Define

ETFs
797
+ 8.31%
$27.06 - $28.25 $21.6K - $22.5K
10.4K $283K
AMCR
Amcor PLC

Consumer Cyclical
166
+ 0.36%
$9.33 - $10.39 $1.55K - $1.72K
46.1K $447K
JCI
Johnson Controls International PLC

Industrials
105
+ 2.93%
$76.12 - $90.6 $7.99K - $9.51K
3.69K $295K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
608
+ 7.61%
$38.36 - $41.43 $23.3K - $25.2K
8.6K $332K
Activity Summary
Buys All Purchases 416 New Holdings 238 Increased Positions 178 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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