Vicus Capital Reduced Holdings in Q3 2025

Vicus Capital

  • $1.28 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-193K
- 57.03%
$620.67 - $670.08 $120M - $129M
145K $97.3M
IEFA
Ishares Tr

ETFs
-553K
- 43.86%
$81.7 - $87.53 $45.2M - $48.4M
708K $61.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-509K
- 43.26%
$62.09 - $66.51 $31.6M - $33.9M
668K $43.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-285K
- 52.89%
$108.46 - $120.63 $30.9M - $34.4M
254K $30.1M
IEMG
Ishares Inc

ETFs
-219K
- 45.76%
N/A
259K $13.9M
IXUS
Ishares Tr

ETFs
-135K
- 84.73%
$76.35 - $82.58 $10.3M - $11.1M
24.2K $2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-66.3K
- 50.58%
$55.61 - $57.37 $3.69M - $3.8M
64.7K $3.7M
VTV
Vanguard Value ETF

ETFs
-18.3K
- 54.17%
$175.51 - $186.57 $3.22M - $3.42M
15.5K $2.89M
HYG
Ishares Tr

ETFs
-26.1K
- 61.24%
$79.85 - $81.32 $2.08M - $2.12M
16.5K $1.34M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-17K
- 4.01%
$97.75 - $100.75 $1.66M - $1.71M
406K $40.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-11.5K
- 62.07%
$82.38 - $83.0 $946K - $953K
7.01K $581K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-6.46K
- 26.49%
$131.47 - $143.64 $849K - $928K
17.9K $2.54M
CL
Colgate Palmolive CO

Consumer Defensive
-1.19K
- 2.15%
$79.36 - $93.33 $94.2K - $111K
54K $4.32M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-13.1K
- 32.44%
$40.43 - $44.52 $528K - $582K
27.2K $1.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.18K
- 9.3%
$78.96 - $80.04 $330K - $334K
40.7K $3.26M
MDT
Medtronic PLC

Healthcare
-3.64K
- 61.26%
$87.67 - $95.74 $319K - $348K
2.3K $219K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.52K
- 8.8%
$567.77 - $614.76 $1.43M - $1.55M
26.1K $16M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-4.78K
- 53.91%
$52.31 - $56.47 $250K - $270K
4.09K $230K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-7.45K
- 37.51%
$31.31 - $34.54 $233K - $257K
12.4K $418K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.5K
- 6.33%
$48.5 - $50.19 $267K - $276K
81.5K $4.08M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-3.98K
- 27.61%
$39.84 - $41.42 $159K - $165K
10.4K $430K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.51K
- 10.82%
$87.05 - $93.19 $219K - $234K
20.7K $1.92M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-3.9K
- 23.82%
$38.56 - $42.17 $150K - $165K
12.5K $518K
FDX
Fedex Corp

Industrials
-464
- 33.55%
$217.1 - $243.2 $101K - $113K
919 $216K
EMB
Ishares Tr

ETFs
-1.43K
- 8.44%
$91.52 - $95.59 $131K - $136K
15.5K $1.47M
PEP
Pepsico Inc

Consumer Defensive
-745
- 24.04%
$133.81 - $152.16 $99.7K - $113K
2.35K $330K
COST
Costco Wholesale Corp

Consumer Defensive
-42
- 7.95%
$915.95 - $994.57 $38.5K - $41.8K
486 $449K
TMUS
T Mobile Us, Inc.

Communication Services
-291
- 23.93%
$226.02 - $259.01 $65.8K - $75.4K
925 $221K
TTWO
Take Two Interactive Software Inc

Communication Services
-293
- 20.11%
$217.37 - $259.96 $63.7K - $76.2K
1.16K $300K
CSB
Victory Portf Ii Shs Us Small

ETFs
-2.17K
- 10.75%
$55.33 - $60.22 $120K - $131K
18K $1.07M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-994
- 17.69%
$98.99 - $112.2 $98.4K - $112K
4.62K $511K
DIS
Walt Disney CO

Communication Services
-132
- 3.9%
$112.25 - $124.0 $14.8K - $16.4K
3.25K $372K
PRU
Prudential Financial Inc

Financial Services
-107
- 1.23%
$100.68 - $109.89 $10.8K - $11.8K
8.59K $891K
LMT
Lockheed Martin Corp

Industrials
-195
- 11.84%
$410.74 - $499.21 $80.1K - $97.3K
1.45K $724K
CB
Chubb LTD

Financial Services
-97
- 7.19%
$265.99 - $289.59 $25.8K - $28.1K
1.25K $353K
KCE
Spdr S&P Capital Markets ETF

ETFs
-1.6K
- 6.37%
$145.94 - $157.83 $233K - $252K
23.4K $3.58M
WMT
Walmart Inc.

Consumer Defensive
-750
- 8.59%
$94.4 - $104.27 $70.8K - $78.2K
7.99K $823K
MET
Metlife Inc

Financial Services
-421
- 13.94%
$73.82 - $82.37 $31.1K - $34.7K
2.6K $214K
MRK
Merck & Co., Inc.

Healthcare
-618
- 9.93%
$77.6 - $87.37 $48K - $54K
5.61K $470K
KKR
Kkr & Co. Inc.

Financial Services
-100
- 3.49%
$129.95 - $152.16 $13K - $15.2K
2.76K $358K
MUB
Ishares National Muni Bond ETF

ETFs
-3.47K
- 1.97%
$103.24 - $106.68 $359K - $371K
173K $18.4M
NEE
Nextera Energy Inc

Utilities
-444
- 13.81%
$69.77 - $77.54 $31K - $34.4K
2.77K $209K
PJT
Pjt Partners Inc.

Financial Services
-200
- 11.14%
$165.08 - $188.27 $33K - $37.7K
1.6K $283K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-493
- 3.39%
$50.9 - $52.37 $25.1K - $25.8K
14.1K $734K
FNDA
Schwab Fundamental U S Small C

ETFs
-5.32K
- 8.42%
$28.75 - $31.93 $153K - $170K
57.9K $1.8M
CVS
Cvs Health Corp

Healthcare
-398
- 9.71%
$58.75 - $76.5 $23.4K - $30.4K
3.7K $279K
COF
Capital One Financial Corp

Financial Services
-6
- 0.18%
$207.29 - $229.74 $1.24K - $1.38K
3.27K $694K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-438
- 5.85%
$92.97 - $100.18 $40.7K - $43.9K
7.04K $700K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-305
- 6.16%
$135.0 - $146.02 $41.2K - $44.5K
4.65K $676K
Activity Summary
Buys All Purchases 179 New Holdings 37 Increased Positions 142 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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