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Portfolio (Quarterly) Guide ↗

VCI Wealth Management LLC

· CIK 0002009388
13F Portfolio $330M AUM Filed Oct 16, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 115 New
Page 3 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COF CAPITAL ONE FINL CORP Financial Services 7,453.0 $1.6M 0.48% NEW $212.58 -5.5%
42 PLTR PALANTIR TECHNOLOGIES INC Technology 8,566.0 $1.6M 0.47% NEW $182.42 -28.4%
43 RSG REPUBLIC SVCS INC Industrials 6,793.0 $1.6M 0.47% NEW $229.48 -9.6%
44 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 9,203.0 $1.6M 0.47% NEW $168.48 -20.1%
45 CVX CHEVRON CORP NEW Energy 9,917.0 $1.5M 0.47% NEW $155.29 +14.4%
46 SPMD SPDR SERIES TRUST 26,381.0 $1.5M 0.46% NEW $57.19 +15.2%
47 MRK MERCK & CO INC Healthcare 17,742.0 $1.5M 0.45% NEW $83.93 +37.6%
48 FIDU FIDELITY COVINGTON TRUST 18,090.0 $1.5M 0.45% NEW $81.94 +18.1%
49 DHR DANAHER CORPORATION Healthcare 7,456.0 $1.5M 0.45% NEW $198.26 -10.3%
50 PM PHILIP MORRIS INTL INC Consumer Defensive 8,978.0 $1.5M 0.44% NEW $162.20 +10.6%
51 DIS DISNEY WALT CO Communication Services 12,677.0 $1.5M 0.44% NEW $114.50 -11.9%
52 FIDELITY COVINGTON TRUST 21,610.0 $1.4M 0.44% NEW $66.87
53 AEE AMEREN CORP Utilities 13,842.0 $1.4M 0.44% NEW $104.38 +4.3%
54 INTC INTEL CORP Technology 42,785.0 $1.4M 0.43% NEW $33.55 +261.0%
55 BX BLACKSTONE INC Financial Services 8,371.0 $1.4M 0.43% NEW $170.85 -26.8%
56 BA BOEING CO Industrials 6,526.0 $1.4M 0.43% NEW $215.83 +4.5%
57 KKR KKR & CO INC Financial Services 10,782.0 $1.4M 0.42% NEW $129.95 -25.2%
58 XLI SELECT SECTOR SPDR TR 9,077.0 $1.4M 0.42% NEW $154.23 +16.4%
59 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 12,789.0 $1.4M 0.42% NEW $107.81 -18.0%
60 ABT ABBOTT LABS Healthcare 10,265.0 $1.4M 0.42% NEW $133.94 -33.9%
Page 3 of 6  ·  115 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.4%
Financial Services 27.1%
Communication Services 8.5%
Healthcare 7.8%
Consumer Cyclical 7.3%
Industrials 6.1%
Consumer Defensive 4.2%
Energy 2.5%
Utilities 2.0%
Real Estate 1.2%