VF

VICTORY FINANCIAL GROUP, LLC

13F
VICTORY FINANCIAL GROUP, LLC
Last update 2025-05-12 185 Stocks (52 new)
Value $521.00 Mil Turnover 33 %
Countries:
Top Holdings: IWY(16.78%)SCHD(9.83%)JKH(5.01%)FVD(4.66%)FDVV(3.84%)
Summary Stock Picks Current Portfolio
VICTORY FINANCIAL GROUP, 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
IWY
iShares Russell Top 200 Growth ETF
415,819
87,431.5
+57.43%
16.780
+6.12%
0.740
+25.89%
+6.73%
14,275.8
 
SCHD
Schwab US Dividend Equity ETF
1,838,792
51,242.2
+5.00%
9.830
+0.47%
0.070
+7.08%
-0.29%
71,133.2
 
JKH
iShares Morningstar Mid-Cap Growth ETF
iShares Morningstar Mid-Cap Growth ETF
365,633
26,098.7
+14.86%
5.010
+0.65%
-
+19.90%
+8.45%
0
 
FVD
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
547,013
24,274.9
+7.62%
4.660
+0.33%
0.270
+5.86%
+4.79%
9,157.0
 
FDVV
Fidelity High Dividend ETF
407,765
20,034.6
+273.95%
3.840
+2.81%
0.410
+15.03%
+7.45%
5,689.5
 
XLK
Technology Select Sector SPDR ETF
93,996
19,409.8
+46.64%
3.730
+1.19%
0.030
+34.47%
+11.31%
82,238.4
 
VOO
Vanguard S&P 500 ETF
36,574
18,395.3
-7.61%
3.530
-0.43%
0.000
+19.34%
+7.26%
658,032.1
 
EVTR
MORGAN STANLEY ETF
335,277
16,974.8
+73.39%
3.260
+1.38%
1.000
+1.46%
+1.85%
2,211.3
 
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
321,367
13,777.4
+293.70%
2.640
+1.97%
0.180
+6.40%
+6.45%
7,863.2
 
IJR
iShares Core S&P Small-Cap ETF
126,538
13,114.1
+152.22%
2.520
+1.52%
0.020
+16.73%
-2.07%
82,221.5
 

VICTORY FINANCIAL GROUP, LLC's Historical Top Holdings Breakdowns

VICTORY FINANCIAL GROUP, 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
IWY
iShares Russell Top 200 Growth ETF
2025-03-31
Add
Add
+6.12%
●
210.19 ($230.05) 243.33
$251.11
9.15%
Add 57.43%
415,819
151,696
FDVV
Fidelity High Dividend ETF
2025-03-31
Add
Add
+2.81%
●
48.86 ($50.59) 52.28
$53.66
6.07%
Add 273.95%
407,765
298,722
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
2025-03-31
Add
Add
+1.97%
●
41.61 ($43.53) 44.72
$44.07
1.24%
Add 293.7%
321,367
239,740
MDY
S&P MidCap 400 ETF
2025-03-31
Reduce
Reduce
-1.58%
●
522.96 ($567.65) 601.18
$583.26
2.75%
Reduce -52.51%
9,540
-10,550
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+1.52%
●
102.49 ($112.84) 119.96
$112.83
-0.01%
Add 152.22%
126,538
76,369
SLYG
SPDR S&P 600 Small Cap Growth ETF
2025-03-31
Add
Add
+1.43%
●
80.76 ($89.26) 94.96
$90.51
1.40%
Add 1725.36%
95,028
89,822
EVTR
MORGAN STANLEY ETF
2025-03-31
Add
Add
+1.38%
●
49.32 ($50.31) 50.97
$50.78
0.93%
Add 73.39%
335,277
141,915
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
2025-03-31
Add
Add
+1.37%
●
25.77 ($26.17) 26.48
$26.44
1.03%
Add 188.3%
417,236
272,513
FBND
Fidelity Total Bond ETF
2025-03-31
Add
Add
+1.35%
●
44.41 ($45.29) 45.98
$45.67
0.84%
Add 190.27%
237,519
155,693
XLK
Technology Select Sector SPDR ETF
2025-03-31
Add
Add
+1.19%
●
206.38 ($226.74) 242.18
$258.81
14.14%
Add 46.64%
93,996
29,895

VICTORY FINANCIAL GROUP, LLC Total Holding History ($B)

To

VICTORY FINANCIAL GROUP, LLC's Asset Allocation

To

VICTORY FINANCIAL GROUP, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

VICTORY FINANCIAL GROUP, LLC's Hypothetical Growth since 2025-03-31

VICTORY FINANCIAL GROUP, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

VICTORY FINANCIAL GROUP, LLC's Holdings Heat Map

Size field:

VICTORY FINANCIAL GROUP, LLC's Holdings Bubble Chart

VICTORY FINANCIAL GROUP, LLC News

  • 1

Discussions on VICTORY FINANCIAL GROUP, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.