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 Market Cap. of $300 Millions to $2 Billions

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

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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