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Size ($ in 1000's)
At 12/31/2023: $147,880
At 09/30/2023: $0
Victory Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Victory Financial Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Victory Financial Group LLC top holdings by largest position size, as per the latest 13f filing made by Victory Financial Group LLC.
In the Victory Financial Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Victory Financial Group LLC in that top holding, then the share count change between reporting periods, and finally the Victory Financial Group LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
304,502 |
+304,502 |
$23,182 | | SCHD | 304,502 | +304,502 | $23,182 | | ISHARES TR (IWY) |
121,815 |
+121,815 |
$21,344 | | IWY | 121,815 | +121,815 | $21,344 | | FIRST TR VALUE LINE DIVID IN (FVD) |
302,977 |
+302,977 |
$12,289 | | FVD | 302,977 | +302,977 | $12,289 | | ISHARES TR (IMCG) |
181,994 |
+181,994 |
$11,730 | | IMCG | 181,994 | +181,994 | $11,730 | | SELECT SECTOR SPDR TR (XLK) |
33,071 |
+33,071 |
$6,366 | | XLK | 33,071 | +33,071 | $6,366 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
12,543 |
+12,543 |
$6,364 | | MDY | 12,543 | +12,543 | $6,364 | | VANGUARD INDEX FDS (VBR) |
32,408 |
+32,408 |
$5,832 | | VBR | 32,408 | +32,408 | $5,832 | | VANGUARD INDEX FDS (VTI) |
22,488 |
+22,488 |
$5,335 | | VTI | 22,488 | +22,488 | $5,335 | | VANGUARD INDEX FDS (VOT) |
18,238 |
+18,238 |
$4,005 | | VOT | 18,238 | +18,238 | $4,005 | | VANGUARD WHITEHALL FDS (VYM) |
31,625 |
+31,625 |
$3,530 | | VYM | 31,625 | +31,625 | $3,530 | | VANGUARD INDEX FDS (VO) |
13,052 |
+13,052 |
$3,036 | | VO | 13,052 | +13,052 | $3,036 | | ISHARES TR (IJT) |
23,017 |
+23,017 |
$2,880 | | IJT | 23,017 | +23,017 | $2,880 | | APPLE INC |
14,207 |
+14,207 |
$2,735 | | AAPL | 14,207 | +14,207 | $2,735 | | VANGUARD INDEX FDS (VOO) |
6,128 |
+6,128 |
$2,677 | | VOO | 6,128 | +6,128 | $2,677 | | VANGUARD SCOTTSDALE FDS (VCLT) |
32,845 |
+32,845 |
$2,633 | | VCLT | 32,845 | +32,845 | $2,633 | | ISHARES TR (IJR) |
24,063 |
+24,063 |
$2,605 | | IJR | 24,063 | +24,063 | $2,605 | | VANGUARD TAX MANAGED FDS (VEA) |
53,301 |
+53,301 |
$2,553 | | VEA | 53,301 | +53,301 | $2,553 | | INVESCO EXCHANGE TRADED FD T (RPG) |
63,561 |
+63,561 |
$2,050 | | RPG | 63,561 | +63,561 | $2,050 | | MICROSOFT CORP |
5,257 |
+5,257 |
$1,977 | | MSFT | 5,257 | +5,257 | $1,977 | | INVESCO QQQ TR |
4,652 |
+4,652 |
$1,905 | | QQQ | 4,652 | +4,652 | $1,905 | | ISHARES TR (EFA) |
20,992 |
+20,992 |
$1,582 | | EFA | 20,992 | +20,992 | $1,582 | | ISHARES TR (IJH) |
4,919 |
+4,919 |
$1,363 | | IJH | 4,919 | +4,919 | $1,363 | | VANGUARD INTL EQUITY INDEX F (VWO) |
32,361 |
+32,361 |
$1,330 | | VWO | 32,361 | +32,361 | $1,330 | | VANGUARD INDEX FDS (VOE) |
8,997 |
+8,997 |
$1,305 | | VOE | 8,997 | +8,997 | $1,305 |  BERKSHIRE HATHAWAY INC DEL |
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$1,003 | | BRK.B | 2,812 | +2,812 | $1,003 | | VANGUARD INDEX FDS (VB) |
4,608 |
+4,608 |
$983 | | VB | 4,608 | +4,608 | $983 | | INVESCO EXCHANGE TRADED FD T (CZA) |
9,758 |
+9,758 |
$915 | | CZA | 9,758 | +9,758 | $915 | | ISHARES TR (IUSG) |
8,328 |
+8,328 |
$867 | | IUSG | 8,328 | +8,328 | $867 | | ISHARES TR (IEFA) |
11,865 |
+11,865 |
$835 | | IEFA | 11,865 | +11,865 | $835 | | AMAZON COM INC |
5,217 |
+5,217 |
$793 | | AMZN | 5,217 | +5,217 | $793 | | ISHARES TR (IWF) |
2,414 |
+2,414 |
$732 | | IWF | 2,414 | +2,414 | $732 | | ISHARES TR (IWM) |
3,018 |
+3,018 |
$606 | | IWM | 3,018 | +3,018 | $606 | | ISHARES TR (IWX) |
8,337 |
+8,337 |
$585 | | IWX | 8,337 | +8,337 | $585 | | VISA INC |
2,202 |
+2,202 |
$573 | | V | 2,202 | +2,202 | $573 | | ISHARES TR (IUSV) |
6,727 |
+6,727 |
$567 | | IUSV | 6,727 | +6,727 | $567 | | VANGUARD BD INDEX FDS (BND) |
7,686 |
+7,686 |
$565 | | BND | 7,686 | +7,686 | $565 | | SPDR S&P 500 ETF TR (SPY) |
1,183 |
+1,183 |
$562 | | SPY | 1,183 | +1,183 | $562 | | ALPHABET INC |
3,890 |
+3,890 |
$543 | | GOOGL | 3,890 | +3,890 | $543 | | TESLA INC |
2,002 |
+2,002 |
$497 | | TSLA | 2,002 | +2,002 | $497 | | ISHARES TR (QUAL) |
3,254 |
+3,254 |
$479 | | QUAL | 3,254 | +3,254 | $479 | | FIRST FINL BANKSHARES INC (FFIN) |
14,727 |
+14,727 |
$446 | | FFIN | 14,727 | +14,727 | $446 | | ISHARES TR (MBB) |
4,087 |
+4,087 |
$385 | | MBB | 4,087 | +4,087 | $385 | | NVIDIA CORPORATION |
765 |
+765 |
$379 | | NVDA | 765 | +765 | $379 | | INVESCO EXCHANGE TRADED FD T (RSPS) |
11,863 |
+11,863 |
$372 | | RSPS | 11,863 | +11,863 | $372 | | ISHARES TR (ITOT) |
3,100 |
+3,100 |
$326 | | ITOT | 3,100 | +3,100 | $326 | | META PLATFORMS INC |
846 |
+846 |
$299 | | META | 846 | +846 | $299 | | ISHARES INC (IEMG) |
5,660 |
+5,660 |
$286 | | IEMG | 5,660 | +5,660 | $286 | | ISHARES TR (IWR) |
3,544 |
+3,544 |
$275 | | IWR | 3,544 | +3,544 | $275 | | ISHARES TR (EEM) |
6,752 |
+6,752 |
$271 | | EEM | 6,752 | +6,752 | $271 | | VANGUARD WORLD FDS (VGT) |
559 |
+559 |
$271 | | VGT | 559 | +559 | $271 |
See Full List: All Stocks Held By Victory Financial Group LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Victory Financial Group LLC
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