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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ELI LILLY & Co

LLY|532457108

Shares:1.3K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$521.1M)

46429B697

USMV|46429B697

Shares:10.6K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$521.1M)

46432F842

IEFA|46432F842

Shares:13.2K

Value:$995.4K

% of Portfolio:0.2% ($995.4K/$521.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.7K

Value:$960.0K

% of Portfolio:0.2% ($960.0K/$521.1M)

464287226

Shares:9.4K

Value:$930.9K

% of Portfolio:0.2% ($930.9K/$521.1M)

Philip Morris International Inc.

PM|718172109

Shares:5.4K

Value:$899.3K

% of Portfolio:0.2% ($899.3K/$521.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:7.5K

Value:$896.6K

% of Portfolio:0.2% ($896.6K/$521.1M)

464287614

IWF|464287614

Shares:2.3K

Value:$830.4K

% of Portfolio:0.2% ($830.4K/$521.1M)

464287507

IJH|464287507

Shares:14.2K

Value:$828.5K

% of Portfolio:0.2% ($828.5K/$521.1M)

33738R506

Shares:13.6K

Value:$797.7K

% of Portfolio:0.2% ($797.7K/$521.1M)

808524201

SCHX|808524201

Shares:36.1K

Value:$796.6K

% of Portfolio:0.2% ($796.6K/$521.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.3K

Value:$795.5K

% of Portfolio:0.2% ($795.5K/$521.1M)

CHEVRON CORP

CVX|166764100

Shares:4.7K

Value:$786.5K

% of Portfolio:0.2% ($786.5K/$521.1M)

003261104

Shares:36.4K

Value:$783.2K

% of Portfolio:0.2% ($783.2K/$521.1M)

HOME DEPOT, INC.

HD|437076102

Shares:2.0K

Value:$768.5K

% of Portfolio:0.1% ($768.5K/$521.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.4K

Value:$765.2K

% of Portfolio:0.1% ($765.2K/$521.1M)

T-Mobile US, Inc.

TMUS|872590104

Shares:2.9K

Value:$765.2K

% of Portfolio:0.1% ($765.2K/$521.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.5K

Value:$755.4K

% of Portfolio:0.1% ($755.4K/$521.1M)

92206C680

VONG|92206C680

Shares:7.8K

Value:$726.0K

% of Portfolio:0.1% ($726.0K/$521.1M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:21.2K

Value:$723.0K

% of Portfolio:0.1% ($723.0K/$521.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ELI LILLY & Co(LLYcusip532457108)	1.3K	QoQ +18.82% (+199) YoY +194.14% (+829)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$521.1M)	QoQ +26.99% (+$220.2K) YoY +211.94% (+$704.1K)
(USMVcusip46429B697)	10.6K	QoQ +77.42% (+4.6K) YoY NEW(+10.6K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$521.1M)	QoQ +92.88% (+$490.6K) YoY NEW(+$1.0M)
(IEFAcusip46432F842)	13.2K	QoQ -21.87% (-3.7K) YoY +132.38% (+7.5K)	All Managers (Combined)	$995.4K	0.2% ($995.4K/$521.1M)	QoQ -16.34% (-$194.4K) YoY +135.65% (+$573.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.7K	QoQ +12.23% (+187) YoY +56.76% (+621)	All Managers (Combined)	$960.0K	0.2% ($960.0K/$521.1M)	QoQ +7.19% (+$64.4K) YoY +67.76% (+$387.8K)
(cusip464287226)✕	9.4K	QoQ -25.16% (-3.2K) YoY NEW(+9.4K)	All Managers (Combined)	$930.9K	0.2% ($930.9K/$521.1M)	QoQ -23.59% (-$287.5K) YoY NEW(+$930.9K)
Philip Morris International Inc.(PMcusip718172109)	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$899.3K	0.2% ($899.3K/$521.1M)	QoQ NEW(+$899.3K) YoY NEW(+$899.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	7.5K	QoQ +70.28% (+3.1K) YoY NEW(+7.5K)	All Managers (Combined)	$896.6K	0.2% ($896.6K/$521.1M)	QoQ +88.61% (+$421.2K) YoY NEW(+$896.6K)
(IWFcusip464287614)	2.3K	QoQ -3.28% (-78) YoY -2.99% (-71)	All Managers (Combined)	$830.4K	0.2% ($830.4K/$521.1M)	QoQ -13.06% (-$124.8K) YoY +3.89% (-$31.1K)
(IJHcusip464287507)	14.2K	QoQ -19.00% (-3.3K) YoY +81.19% (+6.4K)	All Managers (Combined)	$828.5K	0.2% ($828.5K/$521.1M)	QoQ -24.15% (-$263.9K) YoY +74.06% (+$352.5K)
(cusip33738R506)✕	13.6K	QoQ +119.71% (+7.4K) YoY NEW(+13.6K)	All Managers (Combined)	$797.7K	0.2% ($797.7K/$521.1M)	QoQ +117.49% (+$430.9K) YoY NEW(+$797.7K)
(SCHXcusip808524201)	36.1K	QoQ +3.64% (-1.3K) YoY NEW(+36.1K)	All Managers (Combined)	$796.6K	0.2% ($796.6K/$521.1M)	QoQ -1.27% (-$10.3K) YoY NEW(+$796.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.3K	QoQ +17.61% (+487) YoY NEW(+3.3K)	All Managers (Combined)	$795.5K	0.2% ($795.5K/$521.1M)	QoQ +20.06% (+$132.9K) YoY NEW(+$795.5K)
CHEVRON CORP(CVXcusip166764100)	4.7K	QoQ +80.95% (+2.1K) YoY NEW(+4.7K)	All Managers (Combined)	$786.5K	0.2% ($786.5K/$521.1M)	QoQ +109.32% (+$410.8K) YoY NEW(+$786.5K)
(cusip003261104)✕	36.4K	QoQ NEW(+36.4K) YoY NEW(+36.4K)	All Managers (Combined)	$783.2K	0.2% ($783.2K/$521.1M)	QoQ NEW(+$783.2K) YoY NEW(+$783.2K)
HOME DEPOT, INC.(HDcusip437076102)	2.0K	QoQ +76.39% (+887) YoY NEW(+2.0K)	All Managers (Combined)	$768.5K	0.1% ($768.5K/$521.1M)	QoQ +70.17% (+$316.9K) YoY NEW(+$768.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.4K	QoQ +64.81% (+547) YoY NEW(+1.4K)	All Managers (Combined)	$765.2K	0.1% ($765.2K/$521.1M)	QoQ +79.22% (+$338.3K) YoY NEW(+$765.2K)
T-Mobile US, Inc.(TMUScusip872590104)	2.9K	QoQ +44.70% (+886) YoY NEW(+2.9K)	All Managers (Combined)	$765.2K	0.1% ($765.2K/$521.1M)	QoQ +74.90% (+$327.7K) YoY NEW(+$765.2K)
AbbVie Inc.(ABBVcusip00287Y109)	3.5K	QoQ +112.56% (+1.8K) YoY NEW(+3.5K)	All Managers (Combined)	$755.4K	0.1% ($755.4K/$521.1M)	QoQ +161.77% (+$466.9K) YoY NEW(+$755.4K)
(VONGcusip92206C680)	7.8K	QoQ +42.12% (+2.3K) YoY NEW(+7.8K)	All Managers (Combined)	$726.0K	0.1% ($726.0K/$521.1M)	QoQ +27.89% (+$158.4K) YoY NEW(+$726.0K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	21.2K	QoQ NEW(+21.2K) YoY NEW(+21.2K)	All Managers (Combined)	$723.0K	0.1% ($723.0K/$521.1M)	QoQ NEW(+$723.0K) YoY NEW(+$723.0K)