VW
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Virtus Wealth Solutions LLC13F | |
| Virtus Wealth Solutions LLC | |
| Last update 2025-04-24 | 38 Stocks (0 new) |
| Value $330.00 Mil | Turnover 1 % |
Virtus Wealth Solutions 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DWUS |
AdvisorShares Dorsey Wright FSM US Core ETF
AdvisorShares Dorsey Wright FSM US Core ETF
| 1,611,501 | 74,934.8 | -0.41% | 22.740 | -0.08% | 69.160 | +14.06% | +5.24% | 115.9 | ||
DWAW |
AdvisorShares Dorsey Wright FSM All Cap World ETF
AdvisorShares Dorsey Wright FSM All Cap World ETF
| 1,569,500 | 58,071.5 | -0.41% | 17.620 | -0.06% | 76.560 | +16.70% | +2.95% | 81.2 | ||
QQQ | INVESCO QQQ Trust | 87,361 | 40,965.3 | -24.90% | 12.430 | -3.49% | 0.010 | +26.52% | +10.07% | 357,775.2 | ||
NVDA | NVIDIA Corp | 320,802 | 34,768.5 | +2.99% | 10.550 | +0.31% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MOAT | VanEck Morningstar Wide Moat ETF | 268,259 | 23,606.8 | -1.54% | 7.160 | -0.09% | 0.180 | +18.48% | +3.63% | 12,795.7 | ||
FTCS | First Trust Capital Strength ETF | 117,355 | 10,519.7 | -2.15% | 3.190 | -0.05% | 0.120 | +5.15% | +3.89% | 8,347.2 | ||
QQEW |
First Trust NASDAQ-100 Equal Weighted Index Fund
First Trust NASDAQ-100 Equal Weighted Index Fund
| 84,979 | 10,276.5 | -5.38% | 3.120 | -0.14% | 0.580 | +20.25% | +10.39% | 1,899.4 | ||
DVLU |
First Trust Dorsey Wright Momentum & Value ETF
First Trust Dorsey Wright Momentum & Value ETF
| 323,456 | 9,195.9 | -0.83% | 2.790 | -0.02% | 32.350 | +15.19% | +4.00% | 30.2 | ||
DDIV | First Trust RBA Quality Income ETF | 242,781 | 9,169.8 | -0.22% | 2.780 | 0% | 12.450 | +10.20% | +3.42% | 65.8 | ||
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 145,336 | 8,696.9 | -1.65% | 2.640 | -0.03% | 0.130 | +1.19% | +2.56% | 6,354.3 |
Virtus Wealth Solutions LLC's Historical Top Holdings Breakdowns
Virtus Wealth Solutions 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
PLTR | Palantir Technologies Inc | 2025-03-31 | Sold Out Sold Out | -4.53% | 64.98 ($87.82) 124.62 | $153.52 | 74.81% | Sold Out | 0 | -254,434 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -3.49% | 468.34 ($508.07) 539.52 | $561.26 | 10.47% | Reduce -24.9% | 87,361 | -28,965 | |
RDDT | Reddit Inc | 2025-03-31 | Sold Out Sold Out | -1.99% | 104.9 ($165.28) 225.23 | $148.24 | -10.31% | Sold Out | 0 | -51,702 | |
DECK | Deckers Outdoor Corp | 2025-03-31 | Sold Out Sold Out | -1.35% | 111.56 ($161.52) 223.11 | $101.91 | -36.91% | Sold Out | 0 | -28,202 | |
CRDO | Credo Technology Group Holding Ltd | 2025-03-31 | Sold Out Sold Out | -1.23% | 39.45 ($62.16) 85.5 | $93.47 | 50.37% | Sold Out | 0 | -77,903 | |
SMH | VanEck Vectors Semiconductor ETF | 2025-03-31 | Sold Out Sold Out | -1.16% | 211.47 ($239.69) 267.17 | $290.31 | 21.12% | Sold Out | 0 | -20,385 | |
ALAB | Astera Labs Inc | 2025-03-31 | Reduce Reduce | -0.91% | 59.67 ($92.51) 143.64 | $102.13 | 10.40% | Reduce -39.51% | 44,700 | -29,194 | |
MRVL | Marvell Technology Inc | 2025-03-31 | Sold Out Sold Out | -0.71% | 61.57 ($97.02) 126.06 | $74.65 | -23.06% | Sold Out | 0 | -27,419 | |
AMZN | Amazon.com Inc | 2025-03-31 | Sold Out Sold Out | -0.60% | 190.26 ($217) 242.06 | $226.13 | 4.21% | Sold Out | 0 | -11,583 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.37% | 576.36 ($645.17) 736.67 | $704.28 | 9.16% | Add 19.47% | 12,779 | 2,083 |
Virtus Wealth Solutions LLC Total Holding History ($B)
Virtus Wealth Solutions LLC's Asset Allocation
Virtus Wealth Solutions LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Virtus Wealth Solutions LLC's Hypothetical Growth since 2025-03-31
Virtus Wealth Solutions LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Virtus Wealth Solutions LLC's Holdings Heat Map
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Virtus Wealth Solutions LLC's Holdings Bubble Chart
Virtus Wealth Solutions LLC News
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