Victory-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "FNDF",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "VONG",
  "GOOGL",
  "AXP",
  null,
  "SCHH",
  "T",
  null,
  null,
  "CAT",
  "AVGO",
  "APP",
  "BSX",
  null,
  "DBEF",
  null,
  null,
  "POWL",
  "FSLY",
  null,
  null,
  null,
  null,
  "HD",
  null,
  "MCD",
  "QCOM",
  null,
  "ICE",
  "META",
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "LRCX",
  "LIN",
  null,
  "MA",
  null,
  "MSFT",
  "MS",
  "TMUS",
  "GE",
  "OXY",
  "IJR",
  "ORCL",
  "VGIT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PEP",
  "IEMG",
  "IVV",
  "PBR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PG",
  "MRK",
  "VZ",
  null,
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  "NOW",
  "RTX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "SBUX",
  "TXN",
  "TJX",
  "VO",
  "VOE",
  null,
  "VWO",
  null,
  null,
  null,
  "VCIT",
  "VIG",
  "TSM",
  null,
  null,
  "VYM",
  null,
  "DD",
  null,
  "AMD",
  "FI",
  "F",
  "IWR",
  null,
  "AEP",
  null,
  "VIGI",
  "AMZN",
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  null,
  null,
  "BNDX",
  "VTEB",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "IUSG",
  null,
  null,
  "SCHD",
  "SCHF",
  "KDP",
  "CRM",
  null,
  null,
  "IUSV",
  null,
  "SPYV",
  "BAC",
  "BRK-B",
  "BA",
  "CVX",
  "CSCO",
  "CME",
  "KO",
  "COST",
  "CTVA",
  "IJT",
  "EFA",
  "MCO",
  "USMV",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 185
Total Value: 521061907
Accession Number: 0001754960-25-000293
Form Type: 13F-HR
CIK: victory-financial-group
Manager Name: Victory-Financial-Group

Data Enrichment

69% identified

127 identified58 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

185 positions • $521.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922020748

Shares:58.7K

Value:$4.5M

% of Portfolio:0.9% ($4.5M/$521.1M)

032108409

Shares:115.5K

Value:$4.5M

% of Portfolio:0.9% ($4.5M/$521.1M)

78463X509

Shares:114.1K

Value:$4.5M

% of Portfolio:0.9% ($4.5M/$521.1M)

MICROSOFT CORP

MSFT|594918104

Shares:10.9K

Value:$4.1M

% of Portfolio:0.8% ($4.1M/$521.1M)

92206C706

VGIT|92206C706

Shares:70.8K

Value:$4.1M

% of Portfolio:0.8% ($4.1M/$521.1M)

81369Y605

Shares:79.5K

Value:$4.0M

% of Portfolio:0.8% ($4.0M/$521.1M)

922908769

VTI|922908769

Shares:14.3K

Value:$3.9M

% of Portfolio:0.8% ($3.9M/$521.1M)

46137V225

Shares:37.5K

Value:$3.8M

% of Portfolio:0.7% ($3.8M/$521.1M)

81369Y852

Shares:36.1K

Value:$3.5M

% of Portfolio:0.7% ($3.5M/$521.1M)

81369Y704

Shares:26.0K

Value:$3.4M

% of Portfolio:0.7% ($3.4M/$521.1M)

82889N764

Shares:119.1K

Value:$3.4M

% of Portfolio:0.7% ($3.4M/$521.1M)

921935607

Shares:25.7K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$521.1M)

921946406

VYM|921946406

Shares:23.8K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$521.1M)

464287887

IJT|464287887

Shares:23.6K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$521.1M)

AMAZON COM INC

AMZN|023135106

Shares:15.3K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$521.1M)

33739P855

Shares:147.1K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$521.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.0K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$521.1M)

81369Y209

Shares:17.7K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$521.1M)

922908538

VOT|922908538

Shares:10.2K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$521.1M)

92189F643

Shares:27.2K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$521.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip922020748)✕	58.7K	QoQ +10.29% (+5.5K) YoY NEW(+58.7K)	All Managers (Combined)	$4.5M	0.9% ($4.5M/$521.1M)	QoQ +12.64% (+$510.4K) YoY NEW(+$4.5M)
(cusip032108409)✕	115.5K	QoQ +0.62% (-712) YoY NEW(+115.5K)	All Managers (Combined)	$4.5M	0.9% ($4.5M/$521.1M)	QoQ -2.23% (-$103.7K) YoY NEW(+$4.5M)
(cusip78463X509)✕	114.1K	QoQ +295.18% (+85.2K) YoY NEW(+114.1K)	All Managers (Combined)	$4.5M	0.9% ($4.5M/$521.1M)	QoQ +305.46% (+$3.4M) YoY NEW(+$4.5M)
MICROSOFT CORP(MSFTcusip594918104)	10.9K	QoQ +23.64% (+2.1K) YoY +116.26% (+5.9K)	All Managers (Combined)	$4.1M	0.8% ($4.1M/$521.1M)	QoQ +10.42% (+$388.2K) YoY +93.51% (+$2.0M)
(VGITcusip92206C706)	70.8K	QoQ +133.28% (+40.4K) YoY NEW(+70.8K)	All Managers (Combined)	$4.1M	0.8% ($4.1M/$521.1M)	QoQ +130.71% (+$2.3M) YoY NEW(+$4.1M)
(cusip81369Y605)✕	79.5K	QoQ +231.05% (+55.5K) YoY +1201.03% (+73.4K)	All Managers (Combined)	$4.0M	0.8% ($4.0M/$521.1M)	QoQ +240.99% (+$2.8M) YoY +1437.65% (+$3.7M)
(VTIcusip922908769)	14.3K	QoQ -16.52% (-2.8K) YoY -21.00% (-3.8K)	All Managers (Combined)	$3.9M	0.8% ($3.9M/$521.1M)	QoQ -20.98% (-$1.0M) YoY -16.61% (-$783.9K)
(cusip46137V225)✕	37.5K	QoQ +1.90% (-701) YoY NEW(+37.5K)	All Managers (Combined)	$3.8M	0.7% ($3.8M/$521.1M)	QoQ -9.50% (-$394.2K) YoY NEW(+$3.8M)
(cusip81369Y852)✕	36.1K	QoQ +317.17% (+27.5K) YoY NEW(+36.1K)	All Managers (Combined)	$3.5M	0.7% ($3.5M/$521.1M)	QoQ +314.96% (+$2.6M) YoY NEW(+$3.5M)
(cusip81369Y704)✕	26.0K	QoQ +361.09% (+20.3K) YoY NEW(+26.0K)	All Managers (Combined)	$3.4M	0.7% ($3.4M/$521.1M)	QoQ +358.69% (+$2.7M) YoY NEW(+$3.4M)
(cusip82889N764)✕	119.1K	QoQ +818.58% (+106.2K) YoY NEW(+119.1K)	All Managers (Combined)	$3.4M	0.7% ($3.4M/$521.1M)	QoQ +790.38% (+$3.0M) YoY NEW(+$3.4M)
(cusip921935607)✕	25.7K	QoQ +0.19% (-51) YoY NEW(+25.7K)	All Managers (Combined)	$3.1M	0.6% ($3.1M/$521.1M)	QoQ -6.66% (-$223.0K) YoY NEW(+$3.1M)
(VYMcusip921946406)	23.8K	QoQ -17.31% (-5.0K) YoY -9.04% (-2.4K)	All Managers (Combined)	$3.1M	0.6% ($3.1M/$521.1M)	QoQ -16.52% (-$607.8K) YoY -3.16% (-$100.3K)
(IJTcusip464287887)	23.6K	QoQ +8.19% (-1.8K) YoY +28.32% (+5.2K)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$521.1M)	QoQ -0.49% (-$14.6K) YoY +22.20% (+$535.0K)
AMAZON COM INC(AMZNcusip023135106)	15.3K	QoQ +20.94% (+2.6K) YoY +271.78% (+11.2K)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$521.1M)	QoQ +4.79% (+$133.0K) YoY +291.82% (+$2.2M)
(cusip33739P855)✕	147.1K	QoQ +227.45% (+102.2K) YoY NEW(+147.1K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$521.1M)	QoQ +227.55% (+$1.9M) YoY NEW(+$2.8M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.0K	QoQ +21.87% (+898) YoY +204.87% (+3.4K)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$521.1M)	QoQ +43.08% (+$801.7K) YoY +285.80% (+$2.0M)
(cusip81369Y209)✕	17.7K	QoQ +257.57% (+12.8K) YoY NEW(+17.7K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$521.1M)	QoQ +279.49% (+$1.9M) YoY NEW(+$2.6M)
(VOTcusip922908538)	10.2K	QoQ -15.03% (-1.8K) YoY -32.79% (-5.0K)	All Managers (Combined)	$2.5M	0.5% ($2.5M/$521.1M)	QoQ -18.13% (-$550.4K) YoY -30.31% (-$1.1M)
(cusip92189F643)✕	27.2K	QoQ NEW(+27.2K) YoY NEW(+27.2K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$521.1M)	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)