Virtus Investment Advisers, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $289 Million distributed in 473 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Virtus ETF Tr Ii Seix Sr Ln Et with a value of $19M, Ofs Credit Company, Inc. with a value of $2.41M, Spdr Bloomberg High Yield Bond with a value of $2.09M, Eagle Point Credit CO Inc. with a value of $1.98M, and Ishares Tr with a value of $1.96M.

Examining the 13F form we can see an increase of $170M in the current position value, from $119M to 289M.

Virtus Investment Advisers, Inc. is based out at Hartford, CT

Below you can find more details about Virtus Investment Advisers, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $289 Million
Financial Services: $108 Million
Healthcare: $39.7 Million
Industrials: $31.2 Million
Technology: $28 Million
ETFs: $27.4 Million
Consumer Cyclical: $15.1 Million
Energy: $11.7 Million
Real Estate: $7.09 Million
Other: $19.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 473
  • Current Value $289 Million
  • Prior Value $119 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 417 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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