VW
| |
VCI Wealth Management LLC13F | |
| VCI Wealth Management LLC | |
| Last update 2025-05-06 | 102 Stocks (25 new) |
| Value $238.00 Mil | Turnover 16 % |
VCI Wealth Management LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAU | iShares Gold Trust | 415,093 | 24,473.9 | +1.99% | 10.270 | +0.20% | 0.060 | +5.41% | +25.53% | 46,384.0 | ||
JPST | JPMorgan Ultra-Short Income ETF | 230,785 | 11,684.6 | +8.39% | 4.900 | +0.38% | 0.040 | +1.24% | +2.51% | 31,867.0 | ||
VEA | Vanguard FTSE Developed Markets ETF | 222,439 | 11,306.6 | +5.46% | 4.740 | +0.25% | 0.010 | +12.91% | +20.57% | 156,084.7 | ||
AAPL | Apple Inc | 47,715 | 10,598.9 | +4.34% | 4.450 | +0.19% | 0.000 | -9.68% | -19.80% | 2,992,542.1 | Hardware | |
MSFT | Microsoft Corp | 27,012 | 10,140.1 | -3.73% | 4.250 | -0.19% | 0.000 | +32.91% | +18.61% | 3,701,635.0 | Software | |
NVDA | NVIDIA Corp | 74,161 | 8,037.6 | +1.29% | 3.370 | +0.04% | 0.000 | +45.56% | +17.49% | 3,847,137.1 | Semiconductors | |
SCHP | Schwab U.S. Tips ETF | 270,037 | 7,261.3 | +7.16% | 3.050 | +0.20% | 0.060 | +0.48% | +4.66% | 12,931.3 | ||
VMBS |
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
| 154,692 | 7,163.8 | +7.62% | 3.010 | +0.21% | 0.040 | +1.22% | +4.10% | 14,595.2 | ||
BSV | Vanguard Short-Term Bond ETF | 89,466 | 7,003.4 | +8.72% | 2.940 | +0.24% | 0.020 | +1.46% | +3.41% | 38,863.5 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 86,453 | 6,619.7 | +8.33% | 2.780 | +0.21% | 0.030 | +2.05% | +5.23% | 23,510.1 |
VCI Wealth Management LLC's Historical Top Holdings Breakdowns
VCI Wealth Management LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL | Alphabet Inc | 2025-03-31 | Sold Out Sold Out | -2.43% | 154.33 ($181.36) 206.38 | $176.72 | -2.56% | Sold Out | 0 | -30,280 | |
GOOG | Alphabet Inc | 2025-03-31 | Add Add | +1.84% | 156.06 ($183.12) 207.71 | $177.76 | -2.93% | Add 444.54% | 34,339 | 28,033 | |
INTU | Intuit Inc | 2025-03-31 | New Buy New Buy | +1.10% | 555.63 ($600.51) 630.23 | $787.34 | 31.11% | New holding | 4,258 | 4,258 | |
AOA |
iShares Core 80/20 Aggressive Allocation ETF
iShares Core 80/20 Aggressive Allocation ETF
| 2025-03-31 | Reduce Reduce | -1.02% | 75.7 ($77.92) 80.01 | $83.16 | 6.72% | Reduce -48.29% | 33,785 | -31,546 | |
SNPS | Synopsys Inc | 2025-03-31 | Sold Out Sold Out | -0.94% | 428.58 ($485.8) 551.54 | $510.23 | 5.03% | Sold Out | 0 | -4,550 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | New Buy New Buy | +0.85% | 206.38 ($226.74) 242.18 | $252.04 | 11.16% | New holding | 9,771 | 9,771 | |
KKR | KKR & Co Inc | 2025-03-31 | Sold Out Sold Out | -0.68% | 108.17 ($137.58) 167.07 | $132.72 | -3.53% | Sold Out | 0 | -10,906 | |
ABBV | AbbVie Inc | 2025-03-31 | New Buy New Buy | +0.67% | 169.2 ($194.4) 216.66 | $184.38 | -5.15% | New holding | 7,614 | 7,614 | |
ABT | Abbott Laboratories | 2025-03-31 | New Buy New Buy | +0.64% | 111.1 ($127.27) 140.22 | $135.40 | 6.39% | New holding | 11,416 | 11,416 | |
APH | Amphenol Corp | 2025-03-31 | New Buy New Buy | +0.60% | 61.62 ($68.22) 78.55 | $98.41 | 44.25% | New holding | 21,805 | 21,805 |
VCI Wealth Management LLC Total Holding History ($B)
VCI Wealth Management LLC's Asset Allocation
VCI Wealth Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
VCI Wealth Management LLC's Hypothetical Growth since 2025-03-31
VCI Wealth Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
VCI Wealth Management LLC's Holdings Heat Map
Size field:
VCI Wealth Management LLC's Holdings Bubble Chart
VCI Wealth Management LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers