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CIK: 0002009388
Total reported value
$398.9M
$398.9M
94 檔
15.1%
As reported in its official Q3 2024 Form 13F filing, VCI Wealth Management LLC's tracked investment portfolio stood at $398.9M with 94 total positions.
During Q3 2024, VCI Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.05% | -1.19% | +222.74% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.49% | -0.15% | +93.95% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.57% | +0.61% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.49% | +0.26% | +74.17% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.29% | +0.77% | +74.39% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.15% | -0.51% | +11.47% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.84% | -0.30% | +9.08% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.01% | -0.31% | +9.95% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.85% | +0.33% | +94.60% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.71% | — | — | |
| 11 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 2.30% | -0.44% | — | |
| 12 | MLN | Vaneck Long Muni ETF | ETF-Other | 1.89% | -0.05% | EXIT | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.71% | +0.17% | -69.33% | |
| 14 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 1.68% | -0.42% | -13.83% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.64% | +0.25% | +201.31% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.50% | -0.27% | +8.47% | |
| 17 | ECL | Ecolab Inc | Stock-Materials | 1.36% | — | — | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.34% | -0.08% | +10.18% | |
| 19 | D | Dominion Energy Inc | Stock-Utilities | 1.19% | — | — | |
| 20 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.18% | — | +11.08% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.17% | +0.03% | — | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | -1.07% | EXIT | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 1.08% | +0.09% | NEW | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | -0.01% | — | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.00% | +0.12% | — | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 0.99% | +0.73% | NEW | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.99% | — | — | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | — | +246.71% | |
| 29 | PLD | Prologis Inc | Stock-Real Estate | 0.96% | +0.20% | — | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.96% | +0.36% | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | +0.02% | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | +0.04% | +228.59% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.91% | — | +76.83% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | — | — | |
| 35 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.83% | — | — | |
| 36 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.82% | +0.01% | -54.91% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.05% | — | |
| 38 | GE | General Electric | Stock-Industrials | 0.74% | — | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | — | — | |
| 40 | RVTY | Revvity Inc | Stock-Healthcare | 0.69% | — | — | |
| 41 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.67% | +0.02% | — | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.66% | +0.59% | NEW | |
| 43 | CARR | Carrier Global CORP | Stock-Industrials | 0.65% | — | — | |
| 44 | MU | Micron Technology Inc | Stock-Tech | 0.65% | — | — | |
| 45 | PRU | Prudential Financial Inc | Stock-Financials | 0.64% | +0.39% | — | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.64% | -0.26% | EXIT | |
| 47 | CB | Chubb Limited | Stock-Financials | 0.64% | — | — | |
| 48 | TEL | TE Connectivity plc | Stock-Tech | 0.63% | — | — | |
| 49 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.63% | — | — | |
| 50 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.62% | — | — |
According to official SEC Form 13F filings, VCI Wealth Management LLC reported a total U.S. public equity portfolio value of $398.9M across 94 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IAU, MSFT, VEA) accounted for 15.1% of total reported equity market value during Q3 2024.
During Q3 2024, VCI Wealth Management LLC's top holdings by market value included IAU (8.1%)、MSFT (5.5%)、VEA (4.6%). The largest single position, IAU, represented 8.1% of total portfolio value.
In Q3 2024, VCI Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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