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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381430529

Shares:22.6K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$521.1M)

Tesla, Inc.

TSLA|88160R101

Shares:8.6K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$521.1M)

31423L503

Shares:80.6K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$521.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:4.6K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$521.1M)

46436E718

Shares:20.4K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$521.1M)

78468R663

Shares:22.4K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$521.1M)

Meta Platforms, Inc.

META|30303M102

Shares:3.5K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$521.1M)

78468R523

Shares:19.8K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$521.1M)

922908629

VO|922908629

Shares:7.3K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$521.1M)

46137V266

Shares:47.6K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$521.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:10.9K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$521.1M)

922908744

VTV|922908744

Shares:9.3K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$521.1M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:8.3K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$521.1M)

921943858

VEA|921943858

Shares:27.1K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$521.1M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:26.2K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$521.1M)

89157W202

Shares:49.3K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$521.1M)

464287465

EFA|464287465

Shares:15.5K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$521.1M)

VISA INC.

V|92826C839

Shares:3.3K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$521.1M)

922908512

VOE|922908512

Shares:6.8K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$521.1M)

Broadcom Inc.

AVGO|11135F101

Shares:6.1K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$521.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip381430529)✕	22.6K	QoQ +56.77% (+8.2K) YoY NEW(+22.6K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$521.1M)	QoQ +57.18% (+$824.8K) YoY NEW(+$2.3M)
Tesla, Inc.(TSLAcusip88160R101)	8.6K	QoQ +15.26% (-1.1K) YoY +274.82% (+6.3K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$521.1M)	QoQ -25.82% (-$780.1K) YoY +454.06% (+$1.8M)
(cusip31423L503)✕	80.6K	QoQ +147.11% (+48.0K) YoY NEW(+80.6K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$521.1M)	QoQ +138.08% (+$1.3M) YoY NEW(+$2.2M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	4.6K	QoQ +1.99% (-90) YoY +15.26% (+610)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$521.1M)	QoQ -6.41% (-$148.2K) YoY +21.75% (+$386.1K)
(cusip46436E718)✕	20.4K	QoQ +36.57% (+5.5K) YoY NEW(+20.4K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$521.1M)	QoQ +37.05% (+$555.2K) YoY NEW(+$2.1M)
(cusip78468R663)✕	22.4K	QoQ +35.49% (+5.9K) YoY NEW(+22.4K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$521.1M)	QoQ +35.82% (+$540.6K) YoY NEW(+$2.0M)
Meta Platforms, Inc.(METAcusip30303M102)	3.5K	QoQ +35.05% (+914) YoY NEW(+3.5K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$521.1M)	QoQ +33.63% (+$513.5K) YoY NEW(+$2.0M)
(cusip78468R523)✕	19.8K	QoQ +36.67% (+5.3K) YoY NEW(+19.8K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$521.1M)	QoQ +37.14% (+$534.4K) YoY NEW(+$2.0M)
(VOcusip922908629)	7.3K	QoQ -37.29% (-4.4K) YoY -39.86% (-4.9K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$521.1M)	QoQ -38.60% (-$1.2M) YoY -37.75% (-$1.2M)
(cusip46137V266)✕	47.6K	QoQ -6.45% (-3.3K) YoY -10.13% (-5.4K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$521.1M)	QoQ -13.27% (-$279.0K) YoY -6.39% (-$124.5K)
Alphabet Inc.(GOOGLcusip02079K305)	10.9K	QoQ +43.23% (+3.3K) YoY +649.14% (+9.4K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$521.1M)	QoQ +17.98% (+$259.1K) YoY +674.02% (+$1.5M)
(VTVcusip922908744)	9.3K	QoQ +69.07% (+3.8K) YoY NEW(+9.3K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$521.1M)	QoQ +70.79% (+$660.1K) YoY NEW(+$1.6M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	8.3K	QoQ +7.63% (+589) YoY NEW(+8.3K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$521.1M)	QoQ +3.20% (+$46.5K) YoY NEW(+$1.5M)
(VEAcusip921943858)	27.1K	QoQ -25.12% (-9.1K) YoY -30.41% (-11.8K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$521.1M)	QoQ -20.50% (-$354.8K) YoY -29.57% (-$577.7K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	26.2K	QoQ +144.89% (+15.5K) YoY NEW(+26.2K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$521.1M)	QoQ +144.63% (+$765.4K) YoY NEW(+$1.3M)
(cusip89157W202)✕	49.3K	QoQ +173.78% (+31.3K) YoY NEW(+49.3K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$521.1M)	QoQ +177.82% (+$813.7K) YoY NEW(+$1.3M)
(EFAcusip464287465)	15.5K	QoQ -4.58% (-743) YoY -13.05% (-2.3K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$521.1M)	QoQ +3.13% (-$38.4K) YoY -11.02% (-$156.5K)
VISA INC.(Vcusip92826C839)	3.3K	QoQ +5.82% (+184) YoY +234.43% (+2.3K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$521.1M)	QoQ +17.34% (+$173.0K) YoY +319.93% (+$892.0K)
(VOEcusip922908512)	6.8K	QoQ -13.77% (-1.1K) YoY -6.85% (-503)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$521.1M)	QoQ -14.43% (-$185.3K) YoY -4.09% (-$46.9K)
Broadcom Inc.(AVGOcusip11135F101)	6.1K	QoQ +57.23% (+2.2K) YoY NEW(+6.1K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$521.1M)	QoQ +17.31% (+$156.6K) YoY NEW(+$1.1M)