VF

VICTORY FINANCIAL GROUP, LLC

13F
VICTORY FINANCIAL GROUP, LLC
Last update 2024-08-14 78 Stocks (20 new)
Value $214.00 Mil Turnover 21 %
Countries:
Top Holdings: IWY(16.94%)SCHD(15.82%)JKH(7.65%)FVD(7.51%)VOO(5.78%)
Portfolio Report
Summary Stock Picks Current Portfolio
VICTORY FINANCIAL GROUP, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWY 		iShares Russell Top 200 Growth ETF
168,789
36208.530
+10.21%
16.940
+1.57%
-
+14.27%
+26.95%
12200.911
 
SCHD 		Schwab US Dividend Equity ETF
434,797
33809.820
+10.36%
15.820
+1.49%
-
+7.79%
+11.82%
63886.218
 
JKH 		iShares Morningstar Mid-Cap Growth ETF
241,216
16342.370
+11.38%
7.650
+0.78%
-
+6.84%
+13.13%
0.000
 
FVD 		First Trust Value Line Dividend Index Fund
393,828
16048.510
+10.86%
7.510
+0.74%
-
+7.22%
+11.27%
9684.487
 
VOO 		Vanguard S&P 500 ETF
24,694
12350.230
+337.84%
5.780
+4.46%
-
+11.55%
+21.36%
493529.541
 
XLK 		Technology Select Sector SPDR ETF
43,688
9883.540
+11.30%
4.620
+0.47%
-
+14.65%
+17.88%
70565.677
 
MDY 		S&P MidCap 400 ETF
15,799
8453.550
+10.57%
3.960
+0.38%
-
+10.09%
+13.66%
23451.849
 
VBR 		Vanguard Small Cap Value ETF
44,021
8034.750
+11.94%
3.760
+0.40%
-
+10.76%
+12.48%
30560.084
 
NVDA 		NVIDIA Corp
42,884
5297.890
+504.85%
2.480
+2.07%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
VTI 		Vanguard Total Stock Market ETF
18,666
4993.290
+2.85%
2.340
+0.06%
-
+11.80%
+20.27%
423658.824
 

VICTORY FINANCIAL GROUP, LLC's Historical Top Holdings Breakdowns

VICTORY FINANCIAL GROUP, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+4.46%
●
455.1 ($481.2) 504.28
$530.10
10.16%
Add 337.84%
24,694
19,054
NVDA 		NVIDIA Corp2024-06-30Add
+2.07%
●
76.2 ($101.1) 135.58
$139.91
38.39%
Add 504.85%
42,884
35,794
IWY 		iShares Russell Top 200 Growth ETF2024-06-30Add
+1.57%
●
183.56 ($199.29) 216.15
$222.44
11.62%
Add 10.21%
168,789
15,631
SCHD 		Schwab US Dividend Equity ETF2024-06-30Add
+1.49%
●
75.81 ($78.09) 80.15
$28.38
-63.66%
Add 10.36%
434,797
40,819
AGG 		iShares Core U.S. Aggregate Bond ETF2024-06-30New Buy
+1.24%
●
95.11 ($96.53) 97.92
$98.36
1.90%
New holding
27,255
27,255
JKH 		iShares Morningstar Mid-Cap Growth ETF2024-06-30Add
+0.78%
●
65.46 ($68) 70.15
$374.17
450.25%
Add 11.38%
241,216
24,639
FVD 		First Trust Value Line Dividend Index Fund2024-06-30Add
+0.74%
●
39.94 ($41.28) 42.43
$45.13
9.33%
Add 10.86%
393,828
38,584
TXN 		Texas Instruments Inc2024-06-30New Buy
+0.66%
●
159.68 ($184.76) 202.54
$202.46
9.58%
New holding
7,201
7,201
AAPL 		Apple Inc2024-06-30Add
+0.61%
●
165 ($186.49) 216.67
$223.45
19.82%
Add 49.07%
18,729
6,165
IEFA 		iShares Core MSCI EAFE ETF2024-06-30Add
+0.52%
●
70.77 ($73.59) 76.19
$74.74
1.56%
Add 268.49%
20,971
15,280

VICTORY FINANCIAL GROUP, LLC Total Holding History ($B)

To

VICTORY FINANCIAL GROUP, LLC's Asset Allocation

To

VICTORY FINANCIAL GROUP, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

VICTORY FINANCIAL GROUP, LLC's Hypothetical Growth since 2024-06-30

VICTORY FINANCIAL GROUP, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

VICTORY FINANCIAL GROUP, LLC's Holdings Heat Map

Size field:

VICTORY FINANCIAL GROUP, LLC's Holdings Bubble Chart

VICTORY FINANCIAL GROUP, LLC News

  • 1

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