VF

V2 Financial group LLC

13F
V2 Financial group LLC
Last update 2025-05-01 84 Stocks (6 new)
Value $155.00 Mil Turnover 4 %
Countries:
Top Holdings: SPY(47.04%)TLT(4.32%)TCAF(3.21%)TOTL(3.18%)DIS(2.66%)
Summary Stock Picks Current Portfolio
V2 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
SPY 		SPDR S&P 500 ETF Trust
130,583
73,047.0
+3.76%
47.040
+1.70%
0.010
-2.25%
+1.69%
606,281.3
 
TLT 		iShares 20+ Year Treasury Bond ETF
73,657
6,705.0
-8.04%
4.320
-0.34%
0.010
-2.19%
+0.21%
46,750.7
 
TCAF 		T. Rowe Price Capital Appreciation Equity ETF
154,431
4,985.0
-3.69%
3.210
-0.12%
0.160
-1.63%
+1.38%
3,317.2
 
TOTL 		SPDR DoubleLine Total Return Tactical ETF
122,730
4,944.8
+6.46%
3.180
+0.19%
0.140
+0.91%
+2.30%
3,551.9
 
DIS 		The Walt Disney Co
41,811
4,126.7
-6.58%
2.660
-0.20%
0.000
+2.75%
+1.86%
203,900.4
Media - Diversified
T 		AT&T Inc
130,547
3,691.9
-6.54%
2.380
-0.13%
0.000
+8.29%
+24.59%
199,462.1
Telecommunication Services
AAPL 		Apple Inc
15,689
3,485.0
-3.68%
2.240
-0.09%
0.000
-13.52%
-15.43%
3,155,342.6
Hardware
BABA 		Alibaba Group Holding Ltd
21,408
2,830.8
-6.80%
1.820
-0.08%
0.000
-1.02%
+45.61%
294,460.7
Retail - Cyclical
BA 		Boeing Co
15,507
2,644.7
-5.84%
1.700
-0.10%
0.000
+11.60%
+16.28%
155,189.4
Aerospace & Defense
AMZN 		Amazon.com Inc
12,365
2,352.6
-6.25%
1.520
-0.11%
0.000
-10.10%
-6.29%
2,182,615.9
Retail - Cyclical

V2 Financial group LLC's Historical Top Holdings Breakdowns

V2 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
VZ 		Verizon Communications Inc2025-03-31Reduce
-1.89%
●
37.81 ($41.63) 46.49
$43.99
5.67%
Reduce -81.98%
17,030
-77,469
SPY 		SPDR S&P 500 ETF Trust2025-03-31Add
+1.70%
●
551.42 ($587.78) 612.93
$594.20
1.09%
Add 3.76%
130,583
4,732
SHOP 		Shopify Inc2025-03-31Sold Out
-1.65%
●
90.59 ($108.97) 129.31
$110.75
1.63%
Sold Out
0
-25,492
NET 		Cloudflare Inc2025-03-31New Buy
+0.40%
●
110.71 ($132.56) 176.5
$157.19
18.58%
New holding
5,516
5,516
TLT 		iShares 20+ Year Treasury Bond ETF2025-03-31Reduce
-0.34%
●
85.29 ($89.02) 92.57
$86.30
-3.06%
Reduce -8.04%
73,657
-6,438
VYM 		Vanguard High Dividend Yield Indx ETF2025-03-31New Buy
+0.27%
●
126.11 ($130.91) 135.06
$129.95
-0.73%
New holding
3,200
3,200
SPR 		Spirit AeroSystems Holdings Inc2025-03-31Sold Out
-0.25%
●
32.17 ($34.16) 35.61
$37.82
10.71%
Sold Out
0
-12,095
TSLA 		Tesla Inc2025-03-31Sold Out
-0.23%
●
222.15 ($333.26) 428.22
$349.98
5.02%
Sold Out
0
-922
DIS 		The Walt Disney Co2025-03-31Reduce
-0.20%
●
96.87 ($107.47) 114
$113.42
5.54%
Reduce -6.58%
41,811
-2,945
TOTL 		SPDR DoubleLine Total Return Tactical ETF2025-03-31Add
+0.19%
●
38.99 ($39.77) 40.37
$39.62
-0.38%
Add 6.46%
122,730
7,446

V2 Financial group LLC Total Holding History ($B)

To

V2 Financial group LLC's Asset Allocation

To

V2 Financial group LLC Past Portfolios

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

Top Ranked Articles

  • 1

V2 Financial group LLC's Hypothetical Growth since 2025-03-31

V2 Financial group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

V2 Financial group LLC's Holdings Heat Map

Size field:

V2 Financial group LLC's Holdings Bubble Chart

V2 Financial group LLC News

  • 1

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