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CIK: 0002011333
Total reported value
$952.9M
$952.9M
78 檔
12.0%
According to the latest 13F quarterly dataset, Victory Financial Group, LLC managed an equity portfolio of $952.9M at the end of Q2 2024, spanning 78 distinct U.S. exchange-listed positions.
During Q2 2024, Victory Financial Group, 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 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 16.94% | -0.32% | +10.21% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 15.82% | -0.71% | +10.36% | |
| 3 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 7.65% | +0.27% | +11.38% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-Other | 7.51% | -0.31% | +10.86% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.78% | — | +337.84% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 4.62% | +1.12% | +11.30% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-Other | 3.96% | -0.03% | +10.57% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.76% | -0.07% | +11.94% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | +0.06% | +5948.52% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.34% | -0.05% | +2.85% | |
| 11 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.94% | -0.11% | +21.63% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.85% | -0.09% | +49.07% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.45% | -0.07% | -0.61% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.37% | -0.03% | -1.14% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.33% | — | -18.20% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.24% | — | — | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.17% | +0.02% | +9.68% | |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.07% | +0.02% | -3.19% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.09% | -5.92% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.99% | +0.14% | +10.13% | |
| 21 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.91% | +0.03% | -2.05% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.79% | +0.01% | -12.36% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.71% | -0.03% | +268.49% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 0.66% | +0.07% | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.65% | — | +16.99% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.63% | -0.01% | +193.33% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | -0.03% | -4.17% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | +0.02% | +167.13% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | — | +41.73% | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.48% | -0.02% | -7.04% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.45% | — | — | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.42% | +0.05% | -15.37% | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.38% | +0.01% | +50.00% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.37% | -0.01% | -8.65% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.35% | — | — | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.33% | — | — | |
| 37 | RDVY | First Trust Rising Dividend | ETF-Other | 0.32% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | — | -3.41% | |
| 39 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.29% | — | — | |
| 40 | CZA | Invesco Zacks Mid-cap ETF | ETF-Other | 0.28% | -0.02% | -5.68% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | +0.07% | +48.71% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | -0.02% | -6.86% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | -0.03% | +103.60% | |
| 44 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.25% | -0.01% | +39.66% | |
| 45 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.24% | -0.10% | — | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.24% | — | +149.03% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.23% | -0.02% | +76.82% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.23% | — | — | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.21% | +0.01% | +2.54% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | -0.07% | — |
According to official SEC Form 13F filings, Victory Financial Group, LLC reported a total U.S. public equity portfolio value of $952.9M across 78 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWY, SCHD, IMCG) accounted for 12.0% of total reported equity market value during Q2 2024.
During Q2 2024, Victory Financial Group, LLC's top holdings by market value included IWY (16.9%)、SCHD (15.8%)、IMCG (7.7%). The largest single position, IWY, represented 16.9% of total portfolio value.
In Q2 2024, Victory Financial Group, 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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