Vci Wealth Management LLC Incresed Positions in Q4 2024

Vci Wealth Management LLC

  • $236 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
36.7K
+ 85.07%
$74.5 - $78.37 $2.73M - $2.87M
79.8K $5.96B
IAU
Ishares Gold Trust

ETFs
43K
+ 11.83%
$48.37 - $52.65 $2.08M - $2.27M
407K $20.2B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
29.4K
+ 16.01%
$50.37 - $50.6 $1.48M - $1.49M
213K $10.7B
AAPL
Apple Inc.

Technology
2.39K
+ 5.52%
$221.69 - $259.02 $531K - $620K
45.7K $11.5B
PRU
Prudential Financial Inc

Financial Services
7.86K
+ 65.69%
$114.59 - $129.52 $900K - $1.02M
19.8K $2.35B
MA
Mastercard Inc

Financial Services
1.22K
+ 27.16%
$491.3 - $536.15 $598K - $653K
5.7K $3B
FCOM
Fidelity Covington Tr Msci Com

ETFs
12.1K
+ 109.73%
$54.65 - $61.96 $659K - $747K
23K $1.35B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
9.85K
+ 70.99%
$70.31 - $77.39 $693K - $763K
23.7K $1.67B
HD
Home Depot, Inc.

Consumer Cyclical
1.88K
+ 39.22%
$385.02 - $431.37 $725K - $812K
6.68K $2.6B
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
27.6K
+ 18.92%
$24.66 - $27.63 $680K - $762K
173K $4.39B
JPM
Jpmorgan Chase & CO

Financial Services
1.18K
+ 11.99%
$205.18 - $250.29 $241K - $294K
11K $2.63B
ROK
Rockwell Automation, Inc

Industrials
1.54K
+ 33.85%
$264.65 - $302.92 $407K - $466K
6.08K $1.74B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.65K
+ 26.77%
$229.83 - $258.46 $379K - $426K
7.8K $1.93B
XLI
Industrial Sector Spdr

ETFs
3.65K
+ 45.93%
$131.76 - $143.99 $481K - $525K
11.6K $1.53B
JNJ
Johnson & Johnson

Healthcare
4.81K
+ 32.92%
$143.34 - $165.86 $689K - $797K
19.4K $2.81B
BAC
Bank Of America Corp

Financial Services
6.92K
+ 22.24%
$39.22 - $47.77 $271K - $330K
38K $1.67B
WMT
Walmart Inc.

Consumer Defensive
1.94K
+ 7.46%
$79.1 - $95.7 $154K - $186K
28K $2.53B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
4.02K
+ 18.49%
$63.19 - $73.31 $254K - $294K
25.7K $1.77B
GOOG
Alphabet Inc.

Communication Services
1.27K
+ 25.12%
$163.08 - $198.16 $206K - $251K
6.31K $1.2B
NSC
Norfolk Southern Corp

Industrials
1.79K
+ 39.81%
$230.6 - $277.0 $413K - $496K
6.29K $1.48B
AJG
Arthur J. Gallagher & Co.

Financial Services
1.2K
+ 18.15%
$278.49 - $315.16 $334K - $378K
7.81K $2.22B
CL
Colgate Palmolive CO

Consumer Defensive
5.6K
+ 46.86%
$90.22 - $102.31 $505K - $573K
17.5K $1.6B
FSTA
Fidelity Covington Tr Msci Con

ETFs
6.99K
+ 50.17%
$49.28 - $52.29 $344K - $366K
20.9K $1.03B
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.13K
+ 69.23%
$40.06 - $45.21 $246K - $277K
15K $609M
K
Kellogg CO

Consumer Defensive
2.52K
+ 19.0%
$80.34 - $81.29 $202K - $205K
15.8K $1.28B
BDX
Becton Dickinson & CO

Healthcare
1.21K
+ 20.78%
$220.02 - $243.75 $265K - $294K
7K $1.59B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.71K
+ 28.94%
$64.85 - $73.04 $305K - $344K
21K $1.37B
META
Meta Platforms, Inc.

Communication Services
156
+ 2.42%
$554.08 - $632.68 $86.4K - $98.7K
6.6K $3.87B
FDIS
Fidelity Covington Tr Msci Con

ETFs
916
+ 12.77%
$85.33 - $104.24 $78.2K - $95.5K
8.09K $788M
PWR
Quanta Services, Inc.

Industrials
188
+ 4.15%
$296.05 - $346.6 $55.7K - $65.2K
4.72K $1.49B
XLP
Consumer Staples Sector Spdr

ETFs
1.98K
+ 27.74%
N/A
9.1K $715M
CARR
Carrier Global Corp

Industrials
4.97K
+ 27.22%
$66.69 - $82.65 $331K - $410K
23.2K $1.58B
CVS
Cvs Health Corp

Healthcare
10.6K
+ 52.48%
$43.78 - $67.46 $465K - $717K
30.9K $1.39B
GE
General Electric CO

Industrials
1.7K
+ 19.35%
$159.95 - $194.23 $272K - $330K
10.5K $1.75B
XLE
Energy Sector Spdr

ETFs
1.1K
+ 27.26%
$83.32 - $97.27 $92K - $107K
5.15K $441M
IVV
Ishares Core S&P 500 ETF

ETFs
78
+ 6.46%
$570.51 - $610.59 $44.5K - $47.6K
1.29K $757M
CVX
Chevron Corp

Energy
330
+ 2.91%
$141.15 - $162.53 $46.6K - $53.6K
11.7K $1.69B
FUTY
Fidelity Covington Tr Msci Uti

ETFs
891
+ 11.64%
$48.17 - $53.38 $42.9K - $47.6K
8.55K $417M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
21
+ 2.08%
$198.04 - $221.51 $4.16K - $4.65K
1.03K $217M
FENY
Fidelity Covington Tr Msci Ene

ETFs
626
+ 4.1%
$23.14 - $26.91 $14.5K - $16.8K
15.9K $379M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
318
+ 5.26%
$44.33 - $49.55 $14.1K - $15.8K
6.37K $286M
SCMB
Schwab Strategic Tr Mun Bd ETF
8.7K
+ 96.8%
N/A
17.7K $454M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.11K
+ 107.66%
$18.41 - $40.87 $149K - $332K
15.7K $290M
XLV
Select Sector Spdr Fund Health

ETFs
448
+ 7.58%
$136.28 - $154.74 $61.1K - $69.3K
6.36K $875M
MRK
Merck & Co., Inc.

Healthcare
1.49K
+ 7.65%
$96.31 - $114.76 $143K - $171K
21K $2.08B
PEP
Pepsico Inc

Consumer Defensive
236
+ 1.97%
$151.29 - $176.1 $35.7K - $41.6K
12.2K $1.85B
XOM
Exxon Mobil Corp

Energy
193
+ 0.91%
$105.51 - $125.37 $20.4K - $24.2K
21.4K $2.3B
VEA
Vanguard Ftse Developed Market

ETFs
16.4K
+ 8.43%
$47.57 - $52.44 $780K - $860K
211K $10.1B
SCHP
Schwab Strategic Us Tips ETF

ETFs
126K
+ 100.06%
$25.74 - $53.78 $3.24M - $6.78M
252K $6.51B
Activity Summary
Buys All Purchases 67 New Holdings 16 Increased Positions 51 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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