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CIK: 0002045870
Total reported value
$735.0M
$735.0M
46 檔
36.4%
At the close of Q4 2024, Virtus Wealth Solutions LLC disclosed equity holdings valued at approximately $735.0M, spread across 46 reported holdings.
During Q4 2024, Virtus Wealth Solutions 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 | DWUS | Advisorshares D/w Fsm Core | ETF-Other | 18.33% | -2.27% | — | |
| 2 | DWAW | Advisorshares D/w Fsm Cap | ETF-Other | 14.91% | -2.32% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 14.01% | -0.79% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 9.86% | -0.01% | — | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.95% | -4.57% | EXIT | |
| 6 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.53% | -0.06% | EXIT | |
| 7 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 2.64% | -1.24% | EXIT | |
| 8 | FTCS | First Trust Capital Strength | ETF-Other | 2.48% | -0.53% | — | |
| 9 | ALAB | Astera Labs Inc | Stock-Tech | 2.31% | +7.30% | NEW | |
| 10 | DVLU | First Trust Drsy Wright Mome | ETF-Other | 2.24% | -0.39% | — | |
| 11 | DDIV | First Trust Dorsey Wright Mo | ETF-Other | 2.17% | -0.40% | — | |
| 12 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.08% | -0.54% | — | |
| 13 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.99% | — | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.19% | — | |
| 15 | DVOL | First Trust Dw Momtm & Low | ETF-Other | 1.65% | — | — | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | -0.01% | — | |
| 17 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.35% | — | — | |
| 18 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 1.23% | — | — | |
| 19 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.16% | — | — | |
| 20 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.96% | -0.09% | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.12% | — | |
| 22 | MRVL | Marvell Technology Inc | Stock-Tech | 0.71% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.15% | — | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | -2.39% | EXIT | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.87% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.03% | NEW | |
| 27 | RDVY | First Trust Rising Dividend | ETF-Other | 0.38% | -0.34% | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.19% | — | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.28% | -0.05% | — | |
| 30 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.21% | -0.04% | — | |
| 31 | FVD | First Trust Value Line Dvd | ETF-Other | 0.17% | -0.05% | — | |
| 32 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.16% | — | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | — | — | |
| 34 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.14% | — | — | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | -0.02% | — | |
| 36 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.11% | — | — | |
| 37 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.10% | -0.02% | — | |
| 38 | SDOG | Alps Sector Dividend Dogs | ETF-Other | 0.09% | — | — | |
| 39 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 0.08% | -0.03% | — | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.07% | — | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.07% | -0.02% | — | |
| 42 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.06% | -0.01% | — | |
| 43 | VST | Vistra CORP | Stock-Utilities | 0.06% | — | — | |
| 44 | FCOR | Fidelity Corporate Bond ETF | ETF-Corp Bonds | 0.05% | -0.06% | — | |
| 45 | FIGB | Fidelity Invest Grd Bnd ETF | ETF-Other | 0.05% | -0.02% | — | |
| 46 | ✓ | 374water Inc | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Virtus Wealth Solutions LLC reported a total U.S. public equity portfolio value of $735.0M across 46 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 DWUS, DWAW, QQQ) accounted for 36.4% of total reported equity market value during Q4 2024.
During Q4 2024, Virtus Wealth Solutions LLC's top holdings by market value included DWUS (18.3%)、DWAW (14.9%)、QQQ (14.0%). The largest single position, DWUS, represented 18.3% of total portfolio value.
In Q4 2024, Virtus Wealth Solutions 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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