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CIK: 0001544806
Total reported value
$1.5B
$1.5B
238 檔
28.3%
The Q1 2025 SEC filing reveals that Vicus Capital held a total portfolio value of $1.5B, covering 238 public equity positions.
In Q1 2025, Vicus Capital displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IJH) accounted for 28.3% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 238 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.09% | -0.12% | +0.10% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.71% | -0.16% | -1.00% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.14% | -0.09% | -12.03% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.97% | — | +1.16% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.85% | -0.46% | -0.61% | |
| 6 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 3.23% | -0.08% | +172.55% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.84% | -0.32% | -5.27% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.79% | -0.10% | -11.53% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.78% | -0.19% | -1.91% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | -0.24% | -5.33% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.36% | +0.04% | +0.01% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 2.03% | -0.15% | -0.38% | |
| 13 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.89% | — | -8.46% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.66% | -0.11% | -13.56% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.56% | +0.06% | -0.64% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | -0.08% | +0.38% | |
| 17 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.45% | -1.59% | EXIT | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.38% | +0.05% | -11.51% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.15% | -0.01% | -3.88% | |
| 20 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.14% | -0.12% | -1.43% | |
| 21 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 1.08% | -0.06% | -14.13% | |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.04% | -0.11% | -0.69% | |
| 23 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.86% | +0.02% | — | |
| 24 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.86% | -0.09% | +0.75% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.85% | +0.05% | -69.31% | |
| 26 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.76% | -0.01% | +3.85% | |
| 27 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.75% | — | -0.15% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.68% | -0.10% | +4.92% | |
| 29 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.61% | +0.09% | +54.29% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | — | +20.60% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | -0.03% | +3.56% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | -0.03% | -1.30% | |
| 33 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.57% | -0.04% | -8.11% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | -0.04% | -3.07% | |
| 35 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.51% | -0.05% | +2.97% | |
| 36 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.51% | +0.01% | -0.00% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.07% | +4.90% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.02% | +7.15% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.42% | +0.19% | -8.42% | |
| 40 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.36% | -0.01% | -2.04% | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.35% | — | +476.16% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | -0.01% | -4.30% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.33% | -0.01% | -36.97% | |
| 44 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.32% | +0.06% | +46.65% | |
| 45 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.32% | -0.30% | EXIT | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.31% | -0.01% | -2.40% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.01% | +23.00% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.29% | +2.16% | |
| 49 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 0.29% | — | — | |
| 50 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.28% | — | +7.08% |
According to official SEC Form 13F filings, Vicus Capital reported a total U.S. public equity portfolio value of $1.5B across 238 disclosed positions in Q1 2025.
During Q1 2025, Vicus Capital's top holdings by market value included IVV (17.1%)、IEFA (8.7%)、IJH (6.1%). The largest single position, IVV, represented 17.1% of total portfolio value.
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Top New Position Initiated
IVV
市值: $183.5M
In Q1 2025, Vicus Capital made 50 total portfolio adjustments, initiating 50 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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