Virtus Wealth Solutions LLC Portfolio Holdings by Sector
Virtus Wealth Solutions LLC
- $424 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DWAW QQQ MOAT QQEW FTCS DVLU DDIV FTSM 25 stocks |
$219 Million
68.06% of portfolio
|
25
|
- |
25
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MRVL AVGO 3 stocks |
$47.7 Million
14.86% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT 2 stocks |
$26.6 Million
8.29% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$6.26 Million
1.95% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$5.73 Million
1.78% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CRDO 1 stocks |
$5.24 Million
1.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.76 Million
1.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$3.03 Million
0.94% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.54 Million
0.79% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$618,087
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$503,512
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$286,299
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$248,563
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
SCWO 1 stocks |
$15,063
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|