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CIK: 0002011333
Total reported value
$952.9M
$952.9M
138 檔
18.6%
According to the latest 13F quarterly dataset, Victory Financial Group, LLC managed an equity portfolio of $952.9M at the end of Q4 2024, spanning 138 distinct U.S. exchange-listed positions.
During Q4 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 | 16.33% | -0.32% | +56.48% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 12.57% | -0.71% | +302.76% | |
| 3 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 6.32% | +0.27% | +31.97% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-Other | 5.83% | -0.31% | +29.06% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.61% | — | +60.30% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.92% | +1.12% | +46.72% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-Other | 3.01% | -0.03% | +27.16% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.71% | -0.07% | +18.03% | |
| 9 | EVTR | Eaton Vance Total Return | ETF-Other | 2.53% | -1.36% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | +0.06% | +30.84% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.64% | -0.09% | +32.88% | |
| 12 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.55% | -0.11% | +43.95% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.52% | +0.02% | +113.81% | |
| 14 | FDVV | Fidelity High Dividend ETF | ETF-Other | 1.43% | +0.33% | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.31% | -0.05% | -8.00% | |
| 16 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.22% | -0.07% | — | |
| 17 | GRPM | Invesco S&p Midcap 400 Garp | ETF-Other | 1.09% | — | — | |
| 18 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.06% | -0.60% | EXIT | |
| 19 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.99% | -0.49% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.09% | +85.91% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.97% | -0.07% | +10.68% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.96% | -0.67% | — | |
| 23 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.89% | — | — | |
| 24 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.88% | -0.01% | — | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.81% | -0.03% | -2.99% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.80% | — | -3.30% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.79% | +0.02% | +21.73% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.78% | +0.02% | +22.52% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | — | +116.91% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.14% | +2.61% | |
| 31 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.55% | +0.03% | -1.93% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.52% | — | +39.70% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | — | +158.99% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.46% | -0.62% | — | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.45% | +0.01% | +6.05% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.07% | +193.25% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.40% | -0.37% | — | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.39% | -0.04% | — | |
| 39 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.38% | -0.08% | EXIT | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.38% | +0.07% | +7.19% | |
| 41 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.38% | -0.04% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.08% | +267.99% | |
| 43 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.38% | -0.05% | — | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.34% | -0.02% | +16.22% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | -0.03% | -4.91% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.32% | — | -53.87% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.31% | -0.03% | -19.27% | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.31% | +0.01% | +281.21% | |
| 49 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.29% | +0.17% | — | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | -0.01% | -23.73% |
According to official SEC Form 13F filings, Victory Financial Group, LLC reported a total U.S. public equity portfolio value of $952.9M across 138 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWY, SCHD, IMCG) accounted for 18.6% of total reported equity market value during Q4 2024.
During Q4 2024, Victory Financial Group, LLC's top holdings by market value included IWY (16.3%)、SCHD (12.6%)、IMCG (6.3%). The largest single position, IWY, represented 16.3% of total portfolio value.
In Q4 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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