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CIK: 0002009388
Total reported value
$398.9M
$398.9M
86 檔
16.1%
At the close of Q4 2024, VCI Wealth Management LLC disclosed equity holdings valued at approximately $398.9M, spread across 86 reported holdings.
During Q4 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 | 8.55% | -1.19% | +11.83% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.02% | -0.15% | -2.13% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.86% | +0.26% | +5.52% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.55% | -0.51% | +16.01% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.28% | +0.61% | +8.43% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.17% | +0.77% | -7.68% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.99% | +0.33% | -6.59% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.77% | -0.30% | -21.38% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.76% | -0.31% | +100.06% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.70% | -0.31% | — | |
| 11 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 2.53% | -0.44% | -21.51% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.53% | -0.27% | +85.07% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.43% | — | -17.58% | |
| 14 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 2.12% | — | — | |
| 15 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 1.86% | -0.42% | +18.92% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.73% | +0.31% | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.64% | +0.25% | +2.42% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.50% | +0.17% | -0.00% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.33% | +0.12% | -9.41% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.27% | — | +27.16% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.01% | +32.92% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | +0.04% | +11.99% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.10% | — | +39.22% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.07% | +0.02% | +7.46% | |
| 25 | PRU | Prudential Financial Inc | Stock-Financials | 1.00% | +0.39% | +65.69% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | -1.07% | EXIT | |
| 27 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.94% | — | +18.15% | |
| 28 | SNPS | Synopsys Inc | Stock-Tech | 0.94% | — | — | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.92% | -0.08% | -26.22% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | — | +7.65% | |
| 31 | ECL | Ecolab Inc | Stock-Materials | 0.85% | — | -28.14% | |
| 32 | DHR | Danaher CORP | Stock-Healthcare | 0.82% | +0.73% | NEW | |
| 33 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.82% | — | +26.77% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | — | +1.97% | |
| 35 | D | Dominion Energy Inc | Stock-Utilities | 0.76% | — | -28.64% | |
| 36 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.75% | — | +18.49% | |
| 37 | GE | General Electric | Stock-Industrials | 0.74% | — | +19.35% | |
| 38 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.74% | -0.81% | EXIT | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.72% | — | +41.82% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.72% | +0.36% | -13.53% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.72% | -0.05% | +2.91% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.71% | +0.07% | +22.24% | |
| 43 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.71% | +0.02% | +70.99% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.70% | — | — | |
| 45 | KKR | Kkr & Co Inc | Stock-Financials | 0.68% | -0.32% | EXIT | |
| 46 | PLD | Prologis Inc | Stock-Real Estate | 0.68% | +0.20% | -10.92% | |
| 47 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.68% | — | +46.86% | |
| 48 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.67% | — | +20.78% | |
| 49 | CARR | Carrier Global CORP | Stock-Industrials | 0.67% | — | +27.22% | |
| 50 | A | Agilent Technologies Inc | Stock-Healthcare | 0.66% | +0.32% | — |
According to official SEC Form 13F filings, VCI Wealth Management LLC reported a total U.S. public equity portfolio value of $398.9M across 86 disclosed positions in Q4 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, AAPL) accounted for 16.1% of total reported equity market value during Q4 2024.
During Q4 2024, VCI Wealth Management LLC's top holdings by market value included IAU (8.6%)、MSFT (5.0%)、AAPL (4.9%). The largest single position, IAU, represented 8.6% of total portfolio value.
In Q4 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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