VF
| |
VICTORY FINANCIAL GROUP, LLC13F | |
| VICTORY FINANCIAL GROUP, LLC | |
| Last update 2025-05-12 | 185 Stocks (52 new) |
| Value $521.00 Mil | Turnover 33 % |
VICTORY FINANCIAL GROUP, LLC Top Holdings of 2025-03-31
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| 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 | +30.33% | +7.63% | 14,365.7 | ||
SCHD | Schwab US Dividend Equity ETF | 1,838,792 | 51,242.2 | +5.00% | 9.830 | +0.47% | 0.070 | +8.73% | +0.51% | 70,286.9 | ||
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 | +6.98% | +4.58% | 9,032.9 | ||
FDVV | Fidelity High Dividend ETF | 407,765 | 20,034.6 | +273.95% | 3.840 | +2.81% | 0.410 | +18.03% | +8.82% | 5,664.0 | ||
XLK | Technology Select Sector SPDR ETF | 93,996 | 19,409.8 | +46.64% | 3.730 | +1.19% | 0.030 | +39.27% | +12.73% | 82,458.8 | ||
VOO | Vanguard S&P 500 ETF | 36,574 | 18,395.3 | -7.61% | 3.530 | -0.43% | 0.000 | +22.73% | +7.97% | 662,014.0 | ||
EVTR | MORGAN STANLEY ETF | 335,277 | 16,974.8 | +73.39% | 3.260 | +1.38% | 1.000 | +2.70% | +4.03% | 2,207.8 | ||
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 | +13.07% | +9.93% | 7,863.2 | ||
IJR | iShares Core S&P Small-Cap ETF | 126,538 | 13,114.1 | +152.22% | 2.520 | +1.52% | 0.020 | +18.69% | -2.48% | 81,332.4 |
VICTORY FINANCIAL GROUP, LLC's Historical Top Holdings Breakdowns
VICTORY FINANCIAL GROUP, LLC's Top Stock Picks
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| 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 | $252.69 | 9.84% | 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 | $53.42 | 5.59% | 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 | $575.81 | 1.44% | 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 | $111.61 | -1.09% | 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 | $89.84 | 0.65% | Add 1725.36% | 95,028 | 89,822 | |
EVTR | MORGAN STANLEY ETF | 2025-03-31 | Add Add | +1.38% | 49.32 ($50.31) 50.97 | $50.70 | 0.78% | 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 | $26.40 | 0.88% | 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 | $45.58 | 0.64% | 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 | $261.23 | 15.21% | Add 46.64% | 93,996 | 29,895 |
VICTORY FINANCIAL GROUP, LLC Total Holding History ($B)
VICTORY FINANCIAL GROUP, LLC's Asset Allocation
VICTORY FINANCIAL GROUP, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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VICTORY FINANCIAL GROUP, LLC's Holdings Bubble Chart
VICTORY FINANCIAL GROUP, LLC News
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