Sponsored

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

Currently, VCI Wealth Management LLC holds 99 types of securities in its portfolio with a total value $398.9M. In the most recent quarter, they have increased their positions in LRCX (+15.1K shares, valued at $6.5M), APH (+32.2K shares, valued at $5.7M), AME (+13.8K shares, valued at $3.4M); decreased their positions in AMD (-9.4K shares, valued at $5.5M), COF (-8.1K shares, valued at $1.6M), JPST (-3.4K shares, valued at $172.3K); initiated new positions in LRCX (+15.1K shares, valued at $6.5M), APH (+32.2K shares, valued at $5.7M), DHR (+15.3K shares, valued at $2.9M).

1M P&L

+12.6M+3.92%

3M P&L

+6.8M+2.07%

HY P&L

+29.8M+9.78%

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/A162.5M

47.6%

2Semiconductors31.5M

9.2%

3Consumer Electronics17.1M

5.0%

Top Industries by Stock Count

1N/A34 stocks

43.0%

2Semiconductors5 stocks

6.3%

3Banks - Diversified3 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS482.4K shares6.99%2026-06-302026-08-05

IAU ISHARES GOLD TR347.5K shares9.24%2026-06-302026-08-05

NVDA NVIDIA CORPORATION107.0K shares12.57%2026-06-302026-08-05

JPST J P MORGAN EXCHANGE TRADED F342.3K shares-0.99%2026-06-302026-08-05

AAPL APPLE INC59.1K shares3.04%2026-06-302026-08-05

GOOG ALPHABET INC40.3K shares-1.00%2026-06-302026-08-05

MSFT MICROSOFT CORP36.3K shares4.90%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F200.3K shares6.24%2026-06-302026-08-05

Sponsored

BSV VANGUARD BD INDEX FDS135.0K shares-0.59%2026-06-302026-08-05

VMBS VANGUARD SCOTTSDALE FDS220.6K shares-0.56%2026-06-302026-08-05

SCHP SCHWAB STRATEGIC TR388.9K shares-0.65%2026-06-302026-08-05

AMZN AMAZON COM INC41.9K shares10.90%2026-06-302026-08-05

BIV VANGUARD BD INDEX FDS124.6K shares-0.23%2026-06-302026-08-05

IBIT ISHARES BITCOIN TRUST ETF247.8K shares5.24%2026-06-302026-08-05

BROADCOM INC BROADCOM INC21.1K shares7.20%2026-06-302026-08-05

COMT ISHARES U S ETF TR222.8K shares-1.61%2026-06-302026-08-05

Sponsored

LRCX LAM RESEARCH CORP15.1K sharesnew addition2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC11.6K shares33.10%2026-06-302026-08-05

AME AMETEK INC24.8K shares126.21%2026-06-302026-08-05

APH AMPHENOL CORP32.2K sharesnew addition2026-06-302026-08-05

TSLA TESLA INC11.9K shares8.02%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO14.9K shares3.15%2026-06-302026-08-05

MS MORGAN STANLEY22.3K shares80.48%2026-06-302026-08-05

INTC INTEL CORP33.0K shares5.14%2026-06-302026-08-05

Sponsored

VISA INC VISA INC12.7K shares3.07%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION21.5K shares39.24%2026-06-302026-08-05

MRK MERCK & CO INC29.3K shares2.84%2026-06-302026-08-05

WMT WALMART INC31.8K shares23.98%2026-06-302026-08-05

BNDX VANGUARD CHARLOTTE FDS71.7K shares0.13%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC29.5K shares11.40%2026-06-302026-08-05

TXN TEXAS INSTRS INC10.8K shares28.47%2026-06-302026-08-05

PRU PRUDENTIAL FINL INC28.1K shares106.01%2026-06-302026-08-05

Sponsored

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC22.0K shares70.50%2026-06-302026-08-05

DHR DANAHER CORP DEL15.3K sharesnew addition2026-06-302026-08-05

PFG PRINCIPAL FINANCIAL GROUP IN26.6K shares103.08%2026-06-302026-08-05

3M CO 3M CO17.0K shares82.23%2026-06-302026-08-05

KO COCA COLA CO33.0K shares16.67%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS9.5K sharesnew addition2026-06-302026-08-05

PLD PROLOGIS INC.19.1K shares56.91%2026-06-302026-08-05

ABT ABBOTT LABORATORIES27.8K shares45.27%2026-06-302026-08-05

Sponsored

GILD GILEAD SCIENCES INC19.8K shares26.28%2026-06-302026-08-05

DATADOG INC DATADOG INC9.6K sharesnew addition2026-06-302026-08-05

TJX TJX COS INC NEW16.4K shares20.25%2026-06-302026-08-05

DGX QUEST DIAGNOSTICS INC11.6K shares34.33%2026-06-302026-08-05

C CITIGROUP INC17.5K sharesnew addition2026-06-302026-08-05

SCHW SCHWAB CHARLES CORP25.5K sharesnew addition2026-06-302026-08-05

CVX CHEVRON CORPORATION14.1K shares27.18%2026-06-302026-08-05

AEE AMEREN CORP20.5K shares37.30%2026-06-302026-08-05

Sponsored

ABBVIE INC ABBVIE INC9.1K sharesnew addition2026-06-302026-08-05

BA BOEING CO10.4K sharesnew addition2026-06-302026-08-05

SPDR SERIES TRUST SPDR SERIES TRUST25.7K shares-2.15%2026-06-302026-08-05

WASTE MGMT INC DEL WASTE MGMT INC DEL9.8K shares30.49%2026-06-302026-08-05

ANET ARISTA NETWORKS INC12.8K shares48.63%2026-06-302026-08-05

BAC BANK OF AMER CORP37.4K shares9.31%2026-06-302026-08-05

QCOM QUALCOMM INC11.4K sharesnew addition2026-06-302026-08-05

NETFLIX INC. NETFLIX INC.28.7K shares67.26%2026-06-302026-08-05

Sponsored

ORACLE CORP ORACLE CORP13.9K shares18.50%2026-06-302026-08-05

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN10.7K sharesnew addition2026-06-302026-08-05

ICE INTERCONTINENTAL EXCHANGE IN15.9K shares78.42%2026-06-302026-08-05

AMT AMERICAN TOWER CORP11.5K shares50.91%2026-06-302026-08-05

WFC WELLS FARGO & CO22.8K shares19.86%2026-06-302026-08-05

XEL XCEL ENERGY INC23.0K shares34.10%2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC20.8K shares16.18%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR9.5K shares-0.64%2026-06-302026-08-05

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC14.9K shares37.68%2026-06-302026-08-05

XLF SELECT SECTOR SPDR TR30.1K shares2.38%2026-06-302026-08-05

DOW DOW HLDGS INC57.5K shares69.77%2026-06-302026-08-05

INCY INCYTE CORP12.8K shares24.18%2026-06-302026-08-05

ISHARES TR ISHARES TR1.8K shares15.73%2026-06-302026-08-05

FIS FIDELITY NATL INFORMATION SV31.7K shares341.21%2026-06-302026-08-05

T AT&T INC58.0K shares14.94%2026-06-302026-08-05

SPMD SPDR SERIES TRUST14.5K shares1.16%2026-06-302026-08-05

Sponsored

FTEC FIDELITY COVINGTON TRUST3.4K shares-2.15%2026-06-302026-08-05

FIDU FIDELITY COVINGTON TRUST8.7K shares2.49%2026-06-302026-08-05

XLI SELECT SECTOR SPDR TR4.6K shares1.38%2026-06-302026-08-05

FHLC FIDELITY COVINGTON TRUST10.1K shares3.82%2026-06-302026-08-05

XLV SELECT SECTOR SPDR TR3.8K shares4.13%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL1.1K sharesnew addition2026-06-302026-08-05

SCHF SCHWAB STRATEGIC TR18.1K shares-2.90%2026-06-302026-08-05

SPSM SPDR SERIES TRUST8.6K shares-2.79%2026-06-302026-08-05

Sponsored

XLP SELECT SECTOR SPDR TR5.7K shares6.96%2026-06-302026-08-05

QQQM INVESCO EXCH TRADED FD TR II1.4K shares-4.48%2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC490 sharesnew addition2026-06-302026-08-05

VOO VANGUARD INDEX FDS510 sharesnew addition2026-06-302026-08-05

FDIS FIDELITY COVINGTON TRUST3.4K shares2.56%2026-06-302026-08-05

FCOM FIDELITY COVINGTON TRUST4.9K shares3.42%2026-06-302026-08-05

XLY SELECT SECTOR SPDR TR2.9K shares1.50%2026-06-302026-08-05

XLB SELECT SECTOR SPDR TR6.4K shares4.10%2026-06-302026-08-05

Sponsored

PANW PALO ALTO NETWORKS INC792 sharesnew addition2026-06-302026-08-05

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR5.5K shares4.52%2026-06-302026-08-05

XLE SELECT SECTOR SPDR TR4.4K shares3.91%2026-06-302026-08-05

SCMB SCHWAB STRATEGIC TR9.0K shares-10.25%2026-06-302026-08-05

DFUS DIMENSIONAL ETF TRUST2.8K sharesnew addition2026-06-302026-08-05

DFAU DIMENSIONAL ETF TRUST4.4K sharesnew addition2026-06-302026-08-05

FUTY FIDELITY COVINGTON TRUST3.9K shares4.80%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON888 shares-7.69%2026-06-302026-08-05

Sponsored

COF CAPITAL ONE FINL CORP1.1K shares-88.22%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC360 shares-96.32%2026-06-302026-08-05

FENY FIDELITY COVINGTON TRUST6.8K shares3.37%2026-06-302026-08-05

VEA

VANGUARD TAX-MANAGED FDS

6.99%

Shares482.4K

Event2026-06-30

Filed2026-08-05

IAU

ISHARES GOLD TR

9.24%

Shares347.5K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

12.57%

Shares107.0K

Event2026-06-30

Filed2026-08-05

JPST

J P MORGAN EXCHANGE TRADED F

-0.99%

Shares342.3K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

3.04%

Shares59.1K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

-1.00%

Shares40.3K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

4.90%

Shares36.3K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

6.24%

Shares200.3K

Event2026-06-30

Filed2026-08-05

BSV

VANGUARD BD INDEX FDS

-0.59%

Shares135.0K

Event2026-06-30

Filed2026-08-05

VMBS

VANGUARD SCOTTSDALE FDS

-0.56%

Shares220.6K

Event2026-06-30

Filed2026-08-05

SCHP

SCHWAB STRATEGIC TR

-0.65%

Shares388.9K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

10.90%

Shares41.9K

Event2026-06-30

Filed2026-08-05

BIV

VANGUARD BD INDEX FDS

-0.23%

Shares124.6K

Event2026-06-30

Filed2026-08-05

IBIT

ISHARES BITCOIN TRUST ETF

5.24%

Shares247.8K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

7.20%

Shares21.1K

Event2026-06-30

Filed2026-08-05

COMT

ISHARES U S ETF TR

-1.61%

Shares222.8K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

New

Shares15.1K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

33.10%

Shares11.6K

Event2026-06-30

Filed2026-08-05

AME

AMETEK INC

126.21%

Shares24.8K

Event2026-06-30

Filed2026-08-05

APH

AMPHENOL CORP

New

Shares32.2K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

8.02%

Shares11.9K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

3.15%

Shares14.9K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY

80.48%

Shares22.3K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

5.14%

Shares33.0K

Event2026-06-30

Filed2026-08-05

VISA INC

3.07%

Shares12.7K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

39.24%

Shares21.5K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

2.84%

Shares29.3K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

23.98%

Shares31.8K

Event2026-06-30

Filed2026-08-05

BNDX

VANGUARD CHARLOTTE FDS

0.13%

Shares71.7K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

11.40%

Shares29.5K

Event2026-06-30

Filed2026-08-05

TXN

TEXAS INSTRS INC

28.47%

Shares10.8K

Event2026-06-30

Filed2026-08-05

PRU

PRUDENTIAL FINL INC

106.01%

Shares28.1K

Event2026-06-30

Filed2026-08-05

AGILENT TECHNOLOGIES INC

70.50%

Shares22.0K

Event2026-06-30

Filed2026-08-05

DHR

DANAHER CORP DEL

New

Shares15.3K

Event2026-06-30

Filed2026-08-05

PFG

PRINCIPAL FINANCIAL GROUP IN

103.08%

Shares26.6K

Event2026-06-30

Filed2026-08-05

3M CO

82.23%

Shares17.0K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

16.67%

Shares33.0K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares9.5K

Event2026-06-30

Filed2026-08-05

PLD

PROLOGIS INC.

56.91%

Shares19.1K

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

45.27%

Shares27.8K

Event2026-06-30

Filed2026-08-05

GILD

GILEAD SCIENCES INC

26.28%

Shares19.8K

Event2026-06-30

Filed2026-08-05

DATADOG INC

New

Shares9.6K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW

20.25%

Shares16.4K

Event2026-06-30

Filed2026-08-05

DGX

QUEST DIAGNOSTICS INC

34.33%

Shares11.6K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC

New

Shares17.5K

Event2026-06-30

Filed2026-08-05

SCHW

SCHWAB CHARLES CORP

New

Shares25.5K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

27.18%

Shares14.1K

Event2026-06-30

Filed2026-08-05

AEE

AMEREN CORP

37.30%

Shares20.5K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

New

Shares9.1K

Event2026-06-30

Filed2026-08-05

BOEING CO

New

Shares10.4K

Event2026-06-30

Filed2026-08-05

SPDR SERIES TRUST

-2.15%

Shares25.7K

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

30.49%

Shares9.8K

Event2026-06-30

Filed2026-08-05

ANET

ARISTA NETWORKS INC

48.63%

Shares12.8K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

9.31%

Shares37.4K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC

New

Shares11.4K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

67.26%

Shares28.7K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

18.50%

Shares13.9K

Event2026-06-30

Filed2026-08-05

LIVE NATION ENTERTAINMENT IN

New

Shares10.7K

Event2026-06-30

Filed2026-08-05

ICE

INTERCONTINENTAL EXCHANGE IN

78.42%

Shares15.9K

Event2026-06-30

Filed2026-08-05

AMT

AMERICAN TOWER CORP

50.91%

Shares11.5K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO

19.86%

Shares22.8K

Event2026-06-30

Filed2026-08-05

XEL

XCEL ENERGY INC

34.10%

Shares23.0K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

16.18%

Shares20.8K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

-0.64%

Shares9.5K

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC

37.68%

Shares14.9K

Event2026-06-30

Filed2026-08-05

XLF

SELECT SECTOR SPDR TR

2.38%

Shares30.1K

Event2026-06-30

Filed2026-08-05

DOW

DOW HLDGS INC

69.77%

Shares57.5K

Event2026-06-30

Filed2026-08-05

INCY

INCYTE CORP

24.18%

Shares12.8K

Event2026-06-30

Filed2026-08-05

ISHARES TR

15.73%

Shares1.8K

Event2026-06-30

Filed2026-08-05

FIS

FIDELITY NATL INFORMATION SV

341.21%

Shares31.7K

Event2026-06-30

Filed2026-08-05

AT&T INC

14.94%

Shares58.0K

Event2026-06-30

Filed2026-08-05

SPMD

SPDR SERIES TRUST

1.16%

Shares14.5K

Event2026-06-30

Filed2026-08-05

FTEC

FIDELITY COVINGTON TRUST

-2.15%

Shares3.4K

Event2026-06-30

Filed2026-08-05

FIDU

FIDELITY COVINGTON TRUST

2.49%

Shares8.7K

Event2026-06-30

Filed2026-08-05

XLI

SELECT SECTOR SPDR TR

1.38%

Shares4.6K

Event2026-06-30

Filed2026-08-05

FHLC

FIDELITY COVINGTON TRUST

3.82%

Shares10.1K

Event2026-06-30

Filed2026-08-05

XLV

SELECT SECTOR SPDR TR

4.13%

Shares3.8K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

SCHF

SCHWAB STRATEGIC TR

-2.90%

Shares18.1K

Event2026-06-30

Filed2026-08-05

SPSM

SPDR SERIES TRUST

-2.79%

Shares8.6K

Event2026-06-30

Filed2026-08-05

XLP

SELECT SECTOR SPDR TR

6.96%

Shares5.7K

Event2026-06-30

Filed2026-08-05

QQQM

INVESCO EXCH TRADED FD TR II

-4.48%

Shares1.4K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

New

Shares490

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

New

Shares510

Event2026-06-30

Filed2026-08-05

FDIS

FIDELITY COVINGTON TRUST

2.56%

Shares3.4K

Event2026-06-30

Filed2026-08-05

FCOM

FIDELITY COVINGTON TRUST

3.42%

Shares4.9K

Event2026-06-30

Filed2026-08-05

XLY

SELECT SECTOR SPDR TR

1.50%

Shares2.9K

Event2026-06-30

Filed2026-08-05

XLB

SELECT SECTOR SPDR TR

4.10%

Shares6.4K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

New

Shares792

Event2026-06-30

Filed2026-08-05

SELECT SECTOR SPDR TR

4.52%

Shares5.5K

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR

3.91%

Shares4.4K

Event2026-06-30

Filed2026-08-05

SCMB

SCHWAB STRATEGIC TR

-10.25%

Shares9.0K

Event2026-06-30

Filed2026-08-05

DFUS

DIMENSIONAL ETF TRUST

New

Shares2.8K

Event2026-06-30

Filed2026-08-05

DFAU

DIMENSIONAL ETF TRUST

New

Shares4.4K

Event2026-06-30

Filed2026-08-05

FUTY

FIDELITY COVINGTON TRUST

4.80%

Shares3.9K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

-7.69%

Shares888

Event2026-06-30

Filed2026-08-05

COF

CAPITAL ONE FINL CORP

-88.22%

Shares1.1K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

-96.32%

Shares360

Event2026-06-30

Filed2026-08-05

FENY

FIDELITY COVINGTON TRUST

3.37%

Shares6.8K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available