Vci-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ABT", "ABBV", "A", "T", "AVGO", null, "D", null, null, null, null, null, "FITB", "HLT", "HD", "INTU", null, null, "AMAT", "ICE", "META", null, null, "PWR", "MA", "MSFT", null, "GE", "INCY", "BX", "ORCL", null, "PANW", "PEP", "IVV", "AAPL", "ECL", "NVDA", "LDOS", "PLTR", "PRU", "MRK", "PKG", null, "ROK", null, null, "SRE", "RSG", "TXN", "BIV", "SCHW", "VWO", null, null, null, null, null, "K", "AEE", "APH", "AMD", "EL", "AJG", "AMZN", "TTWO", null, null, "VLO", "VEA", "BNDX", "BSV", "V", "WMT", null, null, "GRMN", "SCHF", "NSC", "CRM", "SUI", "BAC", "BDX", "BA", "CARR", "CNC", "CVX", "CMCSA", "CL", "CPRT", "CVS", "DHR", "DVA", "GOOG", "XOM", "JNJ", "TSLA", "PLD", "PM", "XLK", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-06
- Total Holdings
- 102
- Total Value
- 238371911
- Accession Number
- 0001667731-25-000595
- Form Type
- 13F-HR
- Manager Name
- Vci-Wealth-Management
Data Enrichment
75% identified77 identified25 unidentified
Holdings
102 positions • $238.4M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip33740J104)✕ | 13.6K | All Managers (Combined) | $274.3K | 0.1% ($274.3K/$238.4M) | ||
11.5K | All Managers (Combined) | $227.5K | 0.1% ($227.5K/$238.4M) |