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The Analysis of VCI Wealth Management LLC's Holdings & P&L

Currently, VCI Wealth Management LLC holds 123 types of securities in its portfolio with a total value $360.8M. In the most recent quarter, they have increased their positions in VEA (+171.1K shares, valued at $11.0M), VWO (+75.7K shares, valued at $4.1M), IBIT (+83.5K shares, valued at $3.2M); decreased their positions in N/A (-116.5K shares, valued at $10.3M), JNJ (-14.9K shares, valued at $3.6M), CVX (-6.2K shares, valued at $1.3M); initiated new positions in RTX (+15.4K shares, valued at $3.0M), AME (+11.0K shares, valued at $2.4M), GILD (+15.7K shares, valued at $2.2M).

1M P&L

+10.6M+3.23%

3M P&L

+17.0M+5.29%

HY P&L

+24.2M+7.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A132.3M

42.9%

2Semiconductors23.2M

7.5%

3Software - Infrastructure16.1M

5.2%

Top Industries by Stock Count

1N/A35 stocks

30.2%

2Semiconductors6 stocks

5.2%

3Utilities - Regulated Electric4 stocks

3.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS450.9K shares61.18%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR318.1K shares-26.81%2026-03-312026-04-21

JPST J P MORGAN EXCHANGE TRADED F345.8K shares12.53%2026-03-312026-04-21

NVDA NVIDIA CORPORATION95.0K shares-2.99%2026-03-312026-04-21

AAPL APPLE INC57.4K shares-5.61%2026-03-312026-04-21

MSFT MICROSOFT CORP34.6K shares-5.61%2026-03-312026-04-21

ALPHABET INC ALPHABET INC40.7K shares1.33%2026-03-312026-04-21

BSV VANGUARD BD INDEX FDS135.8K shares12.09%2026-03-312026-04-21

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SCHP SCHWAB STRATEGIC TR391.5K shares11.21%2026-03-312026-04-21

VMBS VANGUARD SCOTTSDALE FDS221.8K shares10.38%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F188.6K shares67.12%2026-03-312026-04-21

BIV VANGUARD BD INDEX FDS124.9K shares11.12%2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF235.5K shares54.89%2026-03-312026-04-21

AMZN AMAZON COM INC37.8K shares-5.49%2026-03-312026-04-21

COMT ISHARES U S ETF TR226.4K shares-3.30%2026-03-312026-04-21

BROADCOM INC BROADCOM INC19.7K shares4.55%2026-03-312026-04-21

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META META PLATFORMS INC8.7K shares-8.31%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO14.4K shares-0.19%2026-03-312026-04-21

TSLA TESLA INC11.0K shares0.15%2026-03-312026-04-21

XOM EXXON MOBIL CORP22.8K shares-18.73%2026-03-312026-04-21

V VISA INC12.4K shares-13.43%2026-03-312026-04-21

BNDX VANGUARD CHARLOTTE FDS71.6K shares12.49%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC28.5K shares19.20%2026-03-312026-04-21

WMT WALMART INC25.6K shares-6.34%2026-03-312026-04-21

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RTX RTX CORPORATION15.4K sharesnew addition2026-03-312026-04-21

ROK ROCKWELL AUTOMATION INC8.2K shares-3.71%2026-03-312026-04-21

MAR MARRIOTT INTL INC NEW8.8K shares-1.49%2026-03-312026-04-21

ELV ELEVANCE HEALTH INC FORMERLY9.2K shares-1.59%2026-03-312026-04-21

AME AMETEK INC11.0K sharesnew addition2026-03-312026-04-21

CVX CHEVRON CORPORATION11.1K shares-35.92%2026-03-312026-04-21

GILD GILEAD SCIENCES INC15.7K sharesnew addition2026-03-312026-04-21

TJX TJX COS INC NEW13.6K sharesnew addition2026-03-312026-04-21

Sponsored

KO COCA COLA CO28.2K shares30.24%2026-03-312026-04-21

CSCO CISCO SYS INC26.5K sharesnew addition2026-03-312026-04-21

MS MORGAN STANLEY12.4K sharesnew addition2026-03-312026-04-21

SPYM SPDR SERIES TRUST26.3K shares105.97%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC9.8K shares-2.50%2026-03-312026-04-21

ABT ABBOTT LABORATORIES19.1K shares65.31%2026-03-312026-04-21

PKG PACKAGING CORP AMER9.1K shares-6.14%2026-03-312026-04-21

WAB WABTEC7.3K sharesnew addition2026-03-312026-04-21

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GRMN GARMIN LTD7.7K shares-24.35%2026-03-312026-04-21

WM WASTE MGMT INC DEL7.5K sharesnew addition2026-03-312026-04-21

ORCL ORACLE CORP11.7K shares-9.17%2026-03-312026-04-21

DGX QUEST DIAGNOSTICS INC8.7K shares-8.08%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC10.2K shares-9.77%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP9.1K shares3.47%2026-03-312026-04-21

BAC BANK AMERICA CORP34.2K shares-16.67%2026-03-312026-04-21

NEE NEXTERA ENERGY INC17.9K shares-9.12%2026-03-312026-04-21

Sponsored

NFLX NETFLIX INC.17.2K sharesnew addition2026-03-312026-04-21

AEE AMEREN CORP14.9K shares0.08%2026-03-312026-04-21

TXN TEXAS INSTRS INC8.4K sharesnew addition2026-03-312026-04-21

PLD PROLOGIS INC.12.1K shares-3.50%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC10.8K shares-11.04%2026-03-312026-04-21

CRM SALESFORCE INC8.3K sharesnew addition2026-03-312026-04-21

BSX BOSTON SCIENTIFIC CORP24.3K shares55.23%2026-03-312026-04-21

WFC WELLS FARGO & CO19.0K shares-12.42%2026-03-312026-04-21

Sponsored

A AGILENT TECHNOLOGIES INC12.9K sharesnew addition2026-03-312026-04-21

T AT&T INC50.5K shares-41.04%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR29.4K shares2.33%2026-03-312026-04-21

TTWO TAKE-TWO INTERACTIVE SOFTWAR7.3K sharesnew addition2026-03-312026-04-21

DOW DOW HLDGS INC33.9K sharesnew addition2026-03-312026-04-21

ICE INTERCONTINENTAL EXCHANGE IN8.9K shares-25.76%2026-03-312026-04-21

INTC INTEL CORP31.4K shares-24.73%2026-03-312026-04-21

XEL XCEL ENERGY INC17.1K shares-12.61%2026-03-312026-04-21

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MMM 3M CO9.3K sharesnew addition2026-03-312026-04-21

PRU PRUDENTIAL FINL INC13.6K shares-29.41%2026-03-312026-04-21

AMT AMERICAN TOWER CORP7.6K sharesnew addition2026-03-312026-04-21

IR INGERSOLL RAND INC16.4K shares-29.21%2026-03-312026-04-21

ORLY OREILLY AUTOMOTIVE INC14.2K shares-9.86%2026-03-312026-04-21

ZTS ZOETIS INC11.0K shares4.48%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR9.6K shares48.43%2026-03-312026-04-21

PFG PRINCIPAL FINANCIAL GROUP IN13.1K shares-29.97%2026-03-312026-04-21

Sponsored

KKR & CO INC KKR & CO INC12.5K shares-32.88%2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC9.9K shares-25.38%2026-03-312026-04-21

GLW CORNING INC8.3K sharesnew addition2026-03-312026-04-21

NDAQ NASDAQ INC12.9K shares-43.72%2026-03-312026-04-21

ARISTA NETWORKS INC ARISTA NETWORKS INC8.6K sharesnew addition2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC14.2K shares-26.55%2026-03-312026-04-21

SLB SLB LIMITED19.8K sharesnew addition2026-03-312026-04-21

NEM NEWMONT CORP9.4K sharesnew addition2026-03-312026-04-21

Sponsored

IVV ISHARES TR1.5K shares8.12%2026-03-312026-04-21

INCY INCYTE CORP10.3K sharesnew addition2026-03-312026-04-21

DIS DISNEY WALT CO9.7K shares-43.28%2026-03-312026-04-21

BKR BAKER HUGHES COMPANY14.6K sharesnew addition2026-03-312026-04-21

CTSH COGNIZANT TECHNOLOGY SOLUTIO14.5K shares-26.90%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC8.8K shares-29.53%2026-03-312026-04-21

CVS CVS HEALTH CORP12.0K shares-13.44%2026-03-312026-04-21

DLTR DOLLAR TREE INC7.8K sharesnew addition2026-03-312026-04-21

Sponsored

SPMD SPDR SERIES TRUST14.3K shares154.14%2026-03-312026-04-21

MCHP MICROCHIP TECHNOLOGY INC.12.9K sharesnew addition2026-03-312026-04-21

FE FIRSTENERGY CORP16.3K shares-28.57%2026-03-312026-04-21

EBAY EBAY INC.9.0K shares-31.31%2026-03-312026-04-21

ON ON SEMICONDUCTOR CORP12.9K shares-45.37%2026-03-312026-04-21

TECH BIO-TECHNE CORP14.6K sharesnew addition2026-03-312026-04-21

FIDU FIDELITY COVINGTON TRUST8.5K shares-12.93%2026-03-312026-04-21

TRMB TRIMBLE INC11.3K shares-32.15%2026-03-312026-04-21

Sponsored

XLI SELECT SECTOR SPDR TR4.5K shares-9.50%2026-03-312026-04-21

FTEC FIDELITY COVINGTON TRUST3.4K shares11.18%2026-03-312026-04-21

FHLC FIDELITY COVINGTON TRUST9.8K shares-7.82%2026-03-312026-04-21

KVUE KENVUE INC39.7K shares-38.24%2026-03-312026-04-21

EL LAUDER ESTEE COS INC8.1K sharesnew addition2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR3.6K shares2.18%2026-03-312026-04-21

WBD WARNER BROS DISCOVERY INC18.8K sharesnew addition2026-03-312026-04-21

HOOD ROBINHOOD MKTS INC7.4K sharesnew addition2026-03-312026-04-21

Sponsored

SCHF SCHWAB STRATEGIC TR18.7K shares7.05%2026-03-312026-04-21

GPN GLOBAL PMTS INC6.8K shares-47.98%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC7.9K shares-55.94%2026-03-312026-04-21

XLP SELECT SECTOR SPDR TR5.3K shares54.83%2026-03-312026-04-21

SPSM SPDR SERIES TRUST8.8K shares-24.56%2026-03-312026-04-21

QQQM INVESCO EXCH TRADED FD TR II1.4K shares9.93%2026-03-312026-04-21

FIS FIDELITY NATL INFORMATION SV7.2K shares-55.63%2026-03-312026-04-21

FCOM FIDELITY COVINGTON TRUST4.8K shares-7.80%2026-03-312026-04-21

Sponsored

XLY SELECT SECTOR SPDR TR2.9K shares-47.69%2026-03-312026-04-21

FDIS FIDELITY COVINGTON TRUST3.3K shares-0.90%2026-03-312026-04-21

XLB SELECT SECTOR SPDR TR6.1K shares0.31%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR4.3K shares-32.14%2026-03-312026-04-21

SCMB SCHWAB STRATEGIC TR10.0K shares-3.03%2026-03-312026-04-21

XLU SELECT SECTOR SPDR TR5.2K shares-32.17%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON962 shares-93.92%2026-03-312026-04-21

FENY FIDELITY COVINGTON TRUST6.6K shares-21.91%2026-03-312026-04-21

Sponsored

FUTY FIDELITY COVINGTON TRUST3.7K shares-43.15%2026-03-312026-04-21

SUB ISHARES TR2.0K shares-11.56%2026-03-312026-04-21

MLN VANECK ETF TRUST10.5K shares-11.50%2026-03-312026-04-21

VEA

VANGUARD TAX-MANAGED FDS

61.18%

Shares450.9K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

-26.81%

Shares318.1K

Event2026-03-31

Filed2026-04-21

JPST

J P MORGAN EXCHANGE TRADED F

12.53%

Shares345.8K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-2.99%

Shares95.0K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-5.61%

Shares57.4K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-5.61%

Shares34.6K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

1.33%

Shares40.7K

Event2026-03-31

Filed2026-04-21

BSV

VANGUARD BD INDEX FDS

12.09%

Shares135.8K

Event2026-03-31

Filed2026-04-21

SCHP

SCHWAB STRATEGIC TR

11.21%

Shares391.5K

Event2026-03-31

Filed2026-04-21

VMBS

VANGUARD SCOTTSDALE FDS

10.38%

Shares221.8K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

67.12%

Shares188.6K

Event2026-03-31

Filed2026-04-21

BIV

VANGUARD BD INDEX FDS

11.12%

Shares124.9K

Event2026-03-31

Filed2026-04-21

IBIT

ISHARES BITCOIN TRUST ETF

54.89%

Shares235.5K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-5.49%

Shares37.8K

Event2026-03-31

Filed2026-04-21

COMT

ISHARES U S ETF TR

-3.30%

Shares226.4K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

4.55%

Shares19.7K

Event2026-03-31

Filed2026-04-21