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 | $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 | $271 |
See Full List: All Stocks Held By Victory Financial Group LLC
— Including:
Biggest new positions
Biggest exits
See Details: Top 10 Stocks Held By Victory Financial Group LLC
Size ($ 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 |