Vivid Wealth Management, LLC Portfolio Holdings

Vivid Wealth Management, LLC

  • $198 Billion
  • Q4 2024

Vivid Wealth Management, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $198 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $27.9B, Invesco Qqq Trust, Series 1 with a value of $19.1B, Spdr Bloomberg 1 3 Month T Bil with a value of $9.99B, Ishares Trishares 0 3 Mnth Tre with a value of $10B, and Vanguard Value ETF with a value of $5.99B.

Examining the 13F form we can see an increase of $6.09B in the current position value, from $191B to 198B.

Vivid Wealth Management, LLC is based out at West Des Moines, IA

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

Portfolio value $198 Billion
ETFs: $106 Billion
Technology: $27 Billion
Industrials: $21.2 Billion
Financial Services: $17.9 Billion
Communication Services: $8.56 Billion
Consumer Cyclical: $8.51 Billion
Consumer Defensive: $3.48 Billion
Healthcare: $2.76 Billion
Other: $2.26 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 60
  • Current Value $198 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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