Vci Wealth Management LLC Portfolio Holdings

Vci Wealth Management LLC

  • $236 Billion
  • Q4 2024

Vci Wealth Management LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $236 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $20.2B, Microsoft Corp with a value of $11.8B, Apple Inc. with a value of $11.5B, Jp Morgan ETF Tr Ultra Short I with a value of $10.7B, and Vanguard Ftse Developed Market with a value of $10.1B.

Examining the 13F form we can see an increase of $11B in the current position value, from $225B to 236B.

Vci Wealth Management LLC is based out at St Louis, MO

Below you can find more details about Vci Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $236 Billion
ETFs: $99.3 Billion
Technology: $45.7 Billion
Financial Services: $17.2 Billion
Consumer Cyclical: $14.7 Billion
Communication Services: $12.5 Billion
Healthcare: $12.4 Billion
Industrials: $8.03 Billion
Consumer Defensive: $7.82 Billion
Other: $11.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$44.1B
$20.2 Billion 8.55% of portfolio
406,994
Q4 2024 Added 11.83%
$3.33T
$11.8 Billion 5.02% of portfolio
28,060
Q4 2024 Reduced 2.13%
$3.59T
$11.5 Billion 4.86% of portfolio
45,729
Q4 2024 Added 5.52%
$0
$10.7 Billion 4.55% of portfolio
212,925
Q4 2024 Added 16.01%
$0
$10.1 Billion 4.28% of portfolio
210,914
Q4 2024 Added 8.43%
$367B
$9.83 Billion 4.17% of portfolio
73,214
Q4 2024 Reduced 7.68%
$2.4T
$7.04 Billion 2.99% of portfolio
32,069
Q4 2024 Reduced 6.59%
$0
$6.52 Billion 2.77% of portfolio
143,735
Q4 2024 Reduced 21.38%
$0
$6.51 Billion 2.76% of portfolio
251,999
Q4 2024 Added 100.06%
$0
$6.36 Billion 2.7% of portfolio
82,291
Q4 2024 New
Ishares Bitcoin Trust ETF
-
$5.96 Billion 2.53% of portfolio
-
Q4 2024 Reduced 21.51%
$0
$5.96 Billion 2.53% of portfolio
79,802
Q4 2024 Added 85.07%
$1.18T
$5.73 Billion 2.43% of portfolio
30,280
Q4 2024 Reduced 17.58%
$0
$5.01 Billion 2.12% of portfolio
65,331
Q4 2024 New
$0
$4.39 Billion 1.86% of portfolio
173,374
Q4 2024 Added 18.92%
$97.3B
$4.07 Billion 1.73% of portfolio
17,558
Q4 2024 New
$0
$3.54 Billion 1.5% of portfolio
80,357
Q4 2024 Reduced -0.0%
$1.3T
$3.13 Billion 1.33% of portfolio
7,762
Q4 2024 Reduced 9.41%
$510B
$3 Billion 1.27% of portfolio
5,703
Q4 2024 Added 27.16%
$383B
$2.81 Billion 1.19% of portfolio
19,399
Q4 2024 Added 32.92%
$780B
$2.63 Billion 1.12% of portfolio
10,981
Q4 2024 Added 11.99%
$424B
$2.6 Billion 1.1% of portfolio
6,684
Q4 2024 Added 39.22%
$255B
$2.53 Billion 1.07% of portfolio
27,978
Q4 2024 Added 7.46%
$43.7B
$2.35 Billion 1.0% of portfolio
19,812
Q4 2024 Added 65.69%
$459B
$2.3 Billion 0.98% of portfolio
21,362
Q4 2024 Added 0.91%
$84.3B
$2.21 Billion 0.94% of portfolio
4,550
Q4 2024 New
$61.7B
$2.22 Billion 0.94% of portfolio
7,810
Q4 2024 Added 18.15%
$0
$2.16 Billion 0.92% of portfolio
44,090
Q4 2024 Reduced 26.22%
$245B
$2.08 Billion 0.88% of portfolio
20,950
Q4 2024 Added 7.65%
$69.2B
$2.01 Billion 0.85% of portfolio
8,576
Q4 2024 Reduced 28.14%
$179B
$1.93 Billion 0.82% of portfolio
8,422
Q4 2024 Added 5.06%
$67.1B
$1.93 Billion 0.82% of portfolio
7,804
Q4 2024 Added 26.77%
$205B
$1.85 Billion 0.79% of portfolio
12,197
Q4 2024 Added 1.97%
$44.3B
$1.78 Billion 0.76% of portfolio
33,052
Q4 2024 Reduced 28.64%
$0
$1.77 Billion 0.75% of portfolio
25,745
Q4 2024 Added 18.49%
$33.4B
$1.74 Billion 0.74% of portfolio
6,077
Q4 2024 Added 33.85%
$219B
$1.75 Billion 0.74% of portfolio
10,474
Q4 2024 Added 19.35%
$0
$1.71 Billion 0.72% of portfolio
35,287
Q4 2024 Added 41.82%
$177B
$1.69 Billion 0.72% of portfolio
9,027
Q4 2024 Reduced 13.53%
$305B
$1.69 Billion 0.72% of portfolio
11,672
Q4 2024 Added 2.91%
$372B
$1.67 Billion 0.71% of portfolio
38,019
Q4 2024 Added 22.24%
$0
$1.67 Billion 0.71% of portfolio
23,734
Q4 2024 Added 70.99%
$165B
$1.66 Billion 0.7% of portfolio
44,192
Q4 2024 New
$139B
$1.61 Billion 0.68% of portfolio
10,906
Q4 2024 New
$73.3B
$1.6 Billion 0.68% of portfolio
17,547
Q4 2024 Added 46.86%
$109B
$1.61 Billion 0.68% of portfolio
15,238
Q4 2024 Reduced 10.92%
$68.6B
$1.59 Billion 0.67% of portfolio
7,004
Q4 2024 Added 20.78%
$58.6B
$1.58 Billion 0.67% of portfolio
23,207
Q4 2024 Added 27.22%
$45.2B
$1.56 Billion 0.66% of portfolio
11,636
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $236 Billion
  • Prior Value $225 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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