Victory Financial Group LLC Portfolio
Invests via VICTORY FINANCIAL GROUP, LLC | Managed by Aryn Sands
Invests via VICTORY FINANCIAL GROUP, LLC
Managed by Aryn Sands
Automatically Tracked
Company Profile
Regional financial services firm focused on wealth management, mortgage lending and small-business financing, positioning itself toward community-level retail and institutional advisory channels. VICTORY FINANCIAL GROUP, LLC operates advisory platforms, loan origination and deposit services, targeting high-net-worth households and local commercial borrowers while emphasizing capital preservation and fee-based revenue growth.
Regional financial services firm focused on wealth management, mortgage lending and small-business financing, positioning itself toward community-level retail and institutional advisory channels. VICTORY FINANCIAL GROUP, LLC operates advisory platforms, loan origination and deposit services, targeting high-net-worth households and local commercial borrowers while emphasizing capital preservation and fee-based revenue growth.
Investment Philosophy & Strategy
Maintains a conservative, client-centric capital allocation approach prioritizing capital preservation and predictable fee income across wealth management, mortgage lending and community commercial banking. Seeks diversified, low-volatility cashflows by pairing advisory mandates with originated loans and deposit franchises, favoring high-net-worth households and local SMEs. Underwrites credit with tight underwriting, collateral focus and portfolio concentration limits, while using advisory fees and cross-selling to deepen relationships. Time horizon is medium-to-long, emphasizing regulatory compliance, liquidity buffers and steady ROE expansion.
Maintains a conservative, client-centric capital allocation approach prioritizing capital preservation and predictable fee income across wealth management, mortgage lending and community commercial banking. Seeks diversified, low-volatility cashflows by pairing advisory mandates with originated loans and deposit franchises, favoring high-net-worth households and local SMEs. Underwrites credit with tight underwriting, collateral focus and portfolio concentration limits, while using advisory fees and cross-selling to deepen relationships. Time horizon is medium-to-long, emphasizing regulatory compliance, liquidity buffers and steady ROE expansion.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
87.01%
Gain -0.13%
Monthly
1.96%
Yearly
26.17%
Drawdown
29.46%
$952.93M
Equity
Holdings
$952.93M
Investment
$781.76M
$189.66M
Profit -$820,239.26
Realized
$18.5M
Unrealized
$171.17M
Dividends
$23.5M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.13%
Profit
-$820,239.26
Win %
68%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$9.5M
Win %
68%
This Month
Compared to last month
Gain
-0.52%
Profit
-$4.94M
Win %
68%
This Year
Compared to last year
Gain
0.4%
Profit
$3.89M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$1.06M 
ETN Eaton Corporation plc
+7.32%
+$39,407.52 
GOOG Alphabet Inc
+6.88%
+$253,175.34 
GOOGL Alphabet Inc
+6.73%
+$485,172.24 
NVT nVent Electric plc
+6.24%
+$20,570.34 
VRT Vertiv Holdings Co
+6.18%
+$12,888.13 
ANET Arista Networks, Inc.
+5.46%
+$20,162.14 
FSLY Fastly, Inc.
+5.15%
+$12,530.79 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$18,424.51 
KOS Kosmos Energy Ltd.
+5.08%
+$2,469.48 
FTNT Fortinet Inc.
+4.99%
+$12,589.5 
FERG Ferguson Enterprises Inc
+3.52%
+$21,144.41 
TT Trane Technologies plc
+3.33%
+$8,860.69 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$11,384.89 
META Meta Platforms Inc Class A
+3.28%
+$139,583.53 
MTDR Matador Resources Company
+3.27%
+$23,606.78 
ARES Ares Management Corporation
+3.2%
+$7,217.45 
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$19,959.36 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$76,636.32 
MSFT Microsoft Corp.
+3.02%
+$256,300.97 
AX Axos Financial Inc.
+2.98%
+$9,109.37 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$5,129.89 
NVDA NVIDIA Corporation
+2.93%
+$641,753.4 
APA APA Corporation
+2.73%
+$17,979.39 
NTAP NetApp, Inc.
+2.6%
+$12,805.16 
CVX Chevron Corporation
+2.35%
+$27,630.76 
MRVL Marvell Technology, Inc.
+2.32%
+$9,107.88 
GLW Corning Incorporated
+2.24%
+$16,231.71 
WDC Western Digital Corporation
+2.21%
+$6,537.23 
CDNS Cadence Design Systems, Inc.
+2.16%
+$7,927.18 
CSCO Cisco Systems, Inc.
+2.14%
+$24,275.7 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$63,806.23 
OXY Occidental Petroleum Corporation
+2%
+$18,232.48 
PANW Palo Alto Networks, Inc.
+1.89%
+$33,259.2 
IONQ IonQ, Inc.
+1.87%
+$5,806.89 
CRM Salesforce Inc
+1.83%
+$4,964.99 
ORCL Oracle Corporation
+1.81%
+$15,310.68 
HWM Howmet Aerospace Inc.
+1.8%
+$6,837.55 
THNQ Robo Global Artificial Intelligence ETF
+1.65%
+$3,327.73 
FLEX Flex Ltd.
+1.64%
+$4,489.6 
HPE Hewlett Packard Enterprise Company
+1.61%
+$5,598.92 
ACN Accenture plc Class A
+1.61%
+$7,353.51 
WIT Wipro Limited American Depositary Receipt
+1.54%
+$324.45 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$4,062.3 
VZ Verizon Communications Inc.
+1.52%
+$9,721.6 
LMT Lockheed Martin Corporation
+1.5%
+$9,052.87 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$6,001.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$67,561.52 
PWR Quanta Services Inc.
+1.43%
+$3,423.7 
SNX TD Synnex Corporation
+1.42%
+$3,673.08 
GE General Electric Company
+1.42%
+$12,580.02 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$12,571.25 
KLAC KLA Corporation
+1.38%
+$5,017.37 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$22,297.95 
CGUS Capital Group Core Equity ETF
+1.29%
+$9,053.88 
CMCSA Comcast Corp
+1.23%
+$7,199.83 
COP ConocoPhillips
+1.22%
+$5,637.6 
WFC Wells Fargo & Company
+1.19%
+$11,757.54 
AMAT Applied Materials, Inc.
+1.18%
+$7,723.13 
ITW Illinois Tool Works Inc.
+1.15%
+$3,835 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$9,045.9 
VUG Vanguard Growth ETF
+1.1%
+$9,980.76 
NOW ServiceNow, Inc.
+1.05%
+$2,938.28 
NBIS Nebius Group N.V.
+1.05%
+$2,855.17 
GROZ Zacks Focus Growth ETF
+1.05%
+$3,069.33 
VDE Vanguard Energy ETF
+1.02%
+$2,746.25 
XLE Energy Select Sector SPDR Fund
+1%
+$6,809.19 
URI United Rentals, Inc.
+0.99%
+$1,881.51 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$23,248.96 
ASTS AST SpaceMobile, Inc.
+0.92%
+$1,676.7 
UNP Union Pacific Corporation
+0.92%
+$2,007.85 
IBM International Business Machines Corporation
+0.86%
+$4,555.3 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$1.06M 
GEV GE Vernova Inc.
+0.85%
+$12,946.98 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$15,358.06 
NIO Nio Inc.
+0.83%
+$671.2 
MCD McDonald's Corporation
+0.82%
+$4,010.62 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$40,491.25 
BIBL Inspire 100 ETF
+0.8%
+$1,674.85 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,018.98 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$103,296.57 
TSLA Tesla, Inc.
+0.76%
+$38,755.59 
MPC Marathon Petroleum Corporation
+0.76%
+$12,358.76 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$7,096.86 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$6,889.86 
STT State Street Corp
+0.73%
+$1,693.75 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$18,461.98 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$15,475.4 
VOO Vanguard S&P 500 ETF
+0.71%
+$220,640.96 
AME Ametek Inc.
+0.71%
+$1,479.01 
CAT Caterpillar Inc.
+0.7%
+$12,224.5 
IVV iShares Core S&P 500 ETF
+0.69%
+$11,156.48 
QTUM Defiance Quantum ETF
+0.67%
+$2,222.16 
PLTR Palantir Technologies Inc.
+0.65%
+$12,228.77 
CGGR Capital Group Growth ETF
+0.65%
+$1,905.3 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$44,200.2 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$7,912.55 
IWB iShares Russell 1000 ETF
+0.64%
+$2,131.09 
CGDV Capital Group Dividend Value ETF
+0.63%
+$36,004.95 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$1,423.52 
JGRO JPMorgan Active Growth ETF
+0.61%
+$11,393.2 
IVZ Invesco Ltd.
+0.61%
+$1,809.36 
RGTI Rigetti Computing Inc
+0.61%
+$4,406.31 
TER Teradyne, Inc.
+0.6%
+$1,273.81 
BMAY Innovator U.S. Equity Buffer Fund
+0.59%
+$1,202.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,267.87 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$1,381.05 
MO Altria Group, Inc.
+0.57%
+$1,451.19 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,183.71 
QLC FlexShares US Quality Large Cap Fund
+0.57%
+$8,424.69 
APH Amphenol Corporation
+0.55%
+$1,615.66 
ACVF American Conservative Values ETF
+0.55%
+$1,441.96 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$10,534.69 
FLCC Federated Hermes MDT Large Cap Core ETF
+0.53%
+$2,262.01 
RNST Renasant Corporation
+0.53%
+$1,111.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$18,470.74 
STX Seagate Technology Holdings plc
+0.52%
+$3,088.31 
HEQT Simplify Hedged Equity ETF
+0.48%
+$16,949.12 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.47%
+$6,113.77 
IYW iShares U.S. Technology ETF
+0.46%
+$8,406.59 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.44%
+$1,895.13 
BUFP PGIM Laddered Fund of Bond 12 ETF
+0.44%
+$7,913.64 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$2,565.28 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$2,543.1 
PFE Pfizer Inc.
+0.4%
+$1,503 
RTX RTX Corporation
+0.39%
+$3,234 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$1,175.36 
CGGE Capital Group Global Equity ETF
+0.37%
+$2,458.69 
AVGO Broadcom Inc.
+0.37%
+$25,983.36 
PG Procter & Gamble Co
+0.37%
+$2,052.69 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$10,962.84 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$4,677.28 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$4,955.16 
BAC Bank of America Corporation
+0.36%
+$3,361.38 
SECT Main Sector Rotation ETF
+0.34%
+$8,204.88 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$6,709.8 
MRK Merck & Co., Inc.
+0.32%
+$2,408.4 
JXN Jackson Financial Inc.
+0.31%
+$1,082.62 
SMH VanEck Semiconductor ETF
+0.3%
+$3,665.89 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.27%
+$774.52 
JPM JPMorgan Chase & Co.
+0.27%
+$4,770.5 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.27%
+$774.84 
NRG NRG Energy, Inc.
+0.24%
+$756.46 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+0.24%
+$357.74 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$7,135.98 
CME CME Group Inc.
+0.21%
+$2,800.46 
SO The Southern Company
+0.21%
+$662.2 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$5,917.9 
JNJ Johnson & Johnson
+0.21%
+$3,901.33 
ADI Analog Devices, Inc.
+0.2%
+$602.35 
JUNM FT Vest US Equity Maximum Buffer June Fund
+0.2%
+$595.54 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$865.15 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$4,004.5 
INTU Intuit Inc.
+0.18%
+$1,168.51 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$90,899.76 
NCLO Nuveen AA-BBB CLO ETF
+0.18%
+$403.93 
USB U.S. Bancorp
+0.17%
+$478.71 
T AT&T Inc.
+0.17%
+$581.48 
MS Morgan Stanley
+0.17%
+$934.21 
EHC Encompass Health Corporation
+0.16%
+$496.62 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$389 
CB Chubb Limited
+0.15%
+$419.76 
DELL Dell Technologies Inc.
+0.14%
+$470.4 
RPG Invesco S&P 500 Pure Growth ETF
+0.12%
+$2,863.49 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$578.1 
MARM Ftv Estus Max Buff ETF March
+0.11%
+$303.03 
C Citigroup Inc.
+0.1%
+$434.56 
WM Waste Management, Inc.
+0.1%
+$212.3 
WMT Walmart Inc.
+0.09%
+$1,474.03 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$282.5 
SOXX iShares Semiconductor ETF
+0.07%
+$2,476.87 
EMBX VanEck Emerging Markets Bond ETF
+0.06%
+$129.21 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$2,117.85 
AEP American Electric Power Company, Inc.
+0.06%
+$617.33 
ZECP Zacks Earnings Consistent Portfolio
+0.05%
+$135.66 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$184.18 
CZA Invesco Zacks Mid-Cap ETF
+0.04%
+$146.05 
TUSI Touchstone Ultra Short Income Fund
+0.04%
+$87.03 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$3,811.53 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$518.08 
DIS The Walt Disney Company
+0.03%
+$75.81 
TAP Molson Coors Beverage Company
+0.02%
+$88.11 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$352.28 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$292.12 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$311.5 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
+0.01%
+$123.04 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$31.14 
ATAI AtaiBeckley Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
SOXL Direxion Daily Semiconductor Bull 3X Shares
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
0%
$0 MFSI
MFSI
0%
$0 NOVM
NOVM
0%
$0 APXM
APXM
0%
$0 
BKCH Global X Blockchain ETF
-84.74%
-$1.13M 
AAPL Apple Inc.
-7.35%
-$1.38M 
LIN Linde plc
-5.95%
-$27,445.83 
MU Micron Technology, Inc.
-5.9%
-$190,514.48 
SNDK SanDisk Corporation
-5.09%
-$11,397.75 
SPOT Spotify Technology S.A.
-4.34%
-$14,463.45 
SHOP Shopify Inc.
-4.29%
-$13,251 
IREN IREN Limited
-3.82%
-$17,099.52 
SILJ Amplify Junior Silver Miners ETF
-3.45%
-$7,267 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$22,987.66 
CDE Coeur Mining, Inc.
-3.18%
-$9,215.43 
ETHA iShares Ethereum Trust
-3.03%
-$17,576.24 
NCIQ Hashdex Nasdaq Crypto Index ETF
-2.97%
-$12,354.24 
XBI SPDR S&P Biotech ETF
-2.94%
-$9,402.88 
IBIT iShares Bitcoin Trust
-2.89%
-$19,860.16 
CRWV CoreWeave, Inc.
-2.88%
-$28,192.68 
RKT Rocket Companies, Inc. Class A
-2.71%
-$27,621.72 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-2.7%
-$16,601.77 
QCOM QUALCOMM Incorporated
-2.63%
-$6,731.15 
ABBV AbbVie Inc.
-2.51%
-$57,343.61 
RAL Ralliant Corporation
-2.43%
-$4,536.29 
XLB Materials Select Sector SPDR Fund
-2.34%
-$89,585.98 
LTM LATAM Airlines Group S.A. ADR
-2.19%
-$11,883.78 
BA Boeing Company
-2.15%
-$17,112.16 
SLV iShares Silver Trust
-2.13%
-$7,134.12 
SMR NuScale Power Corporation
-2.09%
-$3,537 
APLD Applied Digital Corporation
-2.07%
-$4,433.52 
NFLX Netflix, Inc.
-2%
-$17,918.58 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$9,141.6 
AMD Advanced Micro Devices, Inc.
-1.9%
-$56,253.24 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$10,866.96 
UNH UnitedHealth Group Incorporated
-1.68%
-$16,960.95 
SNOW Snowflake Inc.
-1.62%
-$5,610.49 
LRCX Lam Research Corporation
-1.58%
-$21,723.45 
GLD SPDR Gold Shares
-1.49%
-$33,770.52 
IAU iShares Gold Trust
-1.46%
-$7,203.75 
PRIM Primoris Services Corporation
-1.45%
-$3,762.16 
KDP Keurig Dr Pepper Inc.
-1.43%
-$20,013.75 
NKE Nike, Inc. - Class B
-1.37%
-$3,169.7 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$3,208.91 
MTG MGIC Investment Corporation
-1.35%
-$21,435.98 
FCX Freeport-McMoRan Inc.
-1.28%
-$3,307.23 
MDLZ Mondelez International, Inc.
-1.22%
-$3,292.53 
TJX The TJX Companies, Inc.
-1.21%
-$10,145.23 
ONDS Ondas Holdings Inc.
-1.19%
-$1,670.76 
AAP Advance Auto Parts Inc.
-1.16%
-$4,931.55 
NEE NextEra Energy, Inc.
-1.15%
-$5,102.52 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$2,617.05 
TXN Texas Instruments Inc
-1.08%
-$25,824.19 
PLD Prologis Inc.
-1.08%
-$2,507.46 
MCK McKesson Corporation
-1.08%
-$3,262 
NB NioCorp Developments Ltd.
-1.05%
-$573.08 
INTC Intel Corporation
-1.02%
-$8,338.38 
ARKW ARK Next Generation Internet ETF
-1.02%
-$31,285.08 
KO The Coca-Cola Company
-1.02%
-$9,752.4 
XOM Exxon Mobil Corporation
-0.97%
-$16,112.43 
SOFI SoFi Technologies, Inc.
-0.97%
-$6,590.08 
TEM Tempus AI, Inc.
-0.95%
-$11,498.34 
WAL Western Alliance Bancorporation
-0.94%
-$2,305.84 
HALO Halozyme Therapeutics Inc.
-0.91%
-$7,992.16 
PGR Progressive Corporation
-0.87%
-$2,431.02 
SR Spire Inc.
-0.83%
-$2,252.54 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$3,599.65 
PCAR PACCAR Inc.
-0.81%
-$14,882.4 
MCO Moody's Corporation
-0.81%
-$1,784.8 
ALSN Allison Transmission Holdings Inc.
-0.78%
-$2,457.9 
DHC Diversified Healthcare Trust
-0.78%
-$6,169.94 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$1,428.19 
UNM Unum Group
-0.76%
-$2,238.72 
MA Mastercard Incorporated
-0.74%
-$4,598.5 
GSK GSK plc Sponsored ADR
-0.73%
-$4,447.14 
BLK BlackRock, Inc.
-0.73%
-$1,835.4 
GENI Genius Sports Ltd.
-0.72%
-$848.95 
EVTR Eaton Vance Total Return Fund
-0.7%
-$44,572.5 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.68%
-$1,954.04 
DUK Duke Energy Corporation
-0.67%
-$2,610.72 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$4,458.3 
PHYL PGIM Active High Yield Bond ETF
-0.66%
-$9,045.21 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$17,576.44 
XOVR ERShares Private-Public Crossover ETF
-0.64%
-$3,180.84 
AMGN Amgen Inc.
-0.64%
-$5,996.66 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$7,853.55 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$6,313.23 
BE Bloom Energy Corporation
-0.63%
-$3,413.86 
GS The Goldman Sachs Group, Inc.
-0.63%
-$16,517.49 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$2,014.01 
EFA iShares MSCI EAFE ETF
-0.62%
-$7,623.66 
EME EMCOR Group, Inc.
-0.62%
-$2,445.3 
PM Philip Morris International Inc.
-0.61%
-$12,473.67 
ROST Ross Stores, Inc.
-0.59%
-$1,707 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$6,328.28 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
-0.59%
-$6,684.6 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$4,393.62 
SCHF Schwab International Equity ETF
-0.58%
-$14,658.72 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$1,677.72 
SGHC Super Group (SGHC) Limited
-0.57%
-$2,052.16 
SBUX Starbucks Corporation
-0.57%
-$1,768.2 
CGHM Capital Group Municipal High-Income ETF
-0.55%
-$3,075.38 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$136,745.52 
COF Capital One Financial Corporation
-0.54%
-$3,383.24 
LMND Lemonade Inc.
-0.54%
-$1,394.9 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
-0.53%
-$2,715.57 
LLY Eli Lilly and Company
-0.53%
-$20,112.53 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$1,396.33 
WELL Welltower Inc.
-0.51%
-$1,317.33 
STLD Steel Dynamics Inc.
-0.49%
-$3,103.75 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$27,984 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$1,078.65 
IWM iShares Russell 2000 ETF
-0.47%
-$8,117.54 
DFIV Dimensional International Value ETF
-0.47%
-$2,075.22 
PEP PepsiCo, Inc.
-0.46%
-$1,201.28 
CGMU Capital Group Municipal Income ETF
-0.44%
-$2,334.12 
TRV The Travelers Companies, Inc.
-0.43%
-$1,085.58 
IDEQ Lazard International Dynamic Equity ETF
-0.43%
-$2,532.3 
LAMR Lamar Advertising Company
-0.43%
-$3,919.78 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,373.34 
HD The Home Depot, Inc.
-0.42%
-$7,892.53 
GL Globe Life Inc.
-0.4%
-$945.35 
MBB iShares MBS ETF
-0.4%
-$1,317.2 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,258.75 
VGT Vanguard Information Technology ETF
-0.38%
-$725.41 
AXP American Express Company
-0.38%
-$2,152.63 
FDX FedEx Corporation
-0.37%
-$849.85 
RSG Republic Services, Inc.
-0.37%
-$1,144.26 
TMUS T-Mobile US, Inc.
-0.36%
-$1,093.03 
INTL Main International ETF
-0.36%
-$1,368.06 
TXXI BondBloxx IR+M Tax-Aware Intermediate Duration ETF
-0.36%
-$2,018.34 
FDVV Fidelity High Dividend ETF
-0.35%
-$140,892.4 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$951.83 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$10,758.48 
TFC Truist Financial Corporation
-0.33%
-$1,133.04 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
-0.32%
-$770.07 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$4,807.96 
HTRB Hartford Total Return Bond ETF
-0.32%
-$1,647.06 
DAC Danaos Corporation
-0.31%
-$2,742.56 
POWL Powell Industries Inc.
-0.3%
-$6,152.36 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$871.56 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,384.46 
QUIZ Zacks Quality International Fund
-0.27%
-$714 
FBND Fidelity Total Bond ETF
-0.27%
-$17,349.6 
VTV Vanguard Value ETF
-0.27%
-$5,057.39 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$864.36 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$7,853.46 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$49,496.1 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,637 
HUBB Hubbell Inc.
-0.24%
-$1,829.72 
COST Costco Wholesale Corporation
-0.24%
-$5,093.45 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$519.75 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$4,672.22 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1,618.87 
ACMR Acm Research Inc.
-0.23%
-$958.68 
VB Vanguard Small-Cap ETF
-0.22%
-$2,810.85 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$1,023.5 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$701 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$77,163.81 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$646.92 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$7,961.81 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$474.6 
JBND JPMorgan Active Bond ETF
-0.21%
-$13,592.59 
BUYW Main Buywrite ETF
-0.21%
-$1,601.31 
NUKZ Range Nuclear Renaissance ETF
-0.2%
-$1,055.47 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$31,533.6 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$531.44 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,226.81 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$37,913.6 
EPD Enterprise Products Partners L.P.
-0.18%
-$2,285.81 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$15,447.06 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$681.18 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$471.1 
SIO Touchstone Strategic Income ETF
-0.16%
-$3,018.16 
IXUS iShares Core International Stock ETF
-0.15%
-$4,390.68 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$294 
TPR Tapestry Inc.
-0.14%
-$1,648.71 
IDV iShares International Select Dividend ETF
-0.14%
-$3,761.64 
KORP American Century Diversified Corporate Bond ETF
-0.13%
-$4,939.92 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$3,361.64 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
-0.11%
-$293.67 
MUB iShares National Muni Bond ETF
-0.11%
-$794.88 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$525.2 
XLF Financial Select Sector SPDR Fund
-0.1%
-$449.94 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$605.1 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$313.12 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$287.12 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$34,473.52 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$121.4 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$380.25 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,426.15 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,073.36 
HOOD Robinhood Markets, Inc.
-0.05%
-$462.8 
TSEC Touchstone Securitized Income ETF
-0.04%
-$104.27 
V Visa Inc. Class A
-0.04%
-$617.5 
XEL Xcel Energy Inc.
-0.04%
-$121.35 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.03%
-$343.1 
HYFI AB High Yield ETF
-0.03%
-$294.76 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$6,164.46 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$1,142.99 
UBER Uber Technologies, Inc.
-0.01%
-$103.9 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$31.22 
VFMF Vanguard U.S. Multifactor ETF
-0.01%
-$303.27 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$40.77 Events
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Dividends
Dividend Analysis
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| Trades 2023 | Longs Won 1390/2023 68% | Profit Factor 12.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $522,542.14 |
| Average Win $148,510.47 | Best Trade (Aug 14) $12.6M | Sharpe Ratio -10.86 |
| Average Loss -$26,492.31 | Worst Trade (Aug 03) -$1.06M | Z-Score 12.76 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $93,753.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAP Advance Auto Parts Inc. | 7,587 | $401,388.28 | $421,381.98 | - | $19,993.7 | 4.98% | -1.157% |
| AAPL Apple Inc. | 56,147 | $12.29M | $17.34M | - | $5.05M | 41.12% | -7.354% |
| ABBV AbbVie Inc. | 8,863 | $1.84M | $2.22M | - | $383,694.45 | 20.85% | -2.513% |
| ACMR Acm Research Inc. | 5,326 | $675,816 | $417,931.22 | - | -$257,884.78 | -38.16% | -0.229% |
| ACN Accenture plc Class A | 2,796 | $812,502.05 | $463,912.32 | - | -$348,589.73 | -42.9% | +1.611% |
| ACVF American Conservative Values ETF | 4,888 | $212,004.75 | $263,956.89 | - | $51,952.14 | 24.51% | +0.549% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 15,656 | $320,444.24 | $323,922.64 | - | $3,478.4 | 1.09% | -0.097% |
| ADI Analog Devices, Inc. | 814 | $233,858.37 | $299,071.74 | - | $65,213.37 | 27.89% | +0.202% |
| AEP American Electric Power Company, Inc. | 8,819 | $985,229.34 | $1.13M | - | $142,279.81 | 14.44% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,548 | $640,363.11 | $637,578.76 | - | -$2,784.35 | -0.43% | -0.256% |
| AIQ Global X Artificial Intelligence & Technology ETF | 33,549 | $1.76M | $1.98M | - | $219,377.69 | 12.49% | +0.341% |
| ALSN Allison Transmission Holdings Inc. | 2,731 | $317,617.21 | $312,808.74 | - | -$4,808.47 | -1.51% | -0.78% |
| AMAT Applied Materials, Inc. | 1,309 | $583,876 | $664,540.04 | - | $80,664.04 | 13.82% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 6,088 | $833,588.59 | $2.9M | - | $2.07M | 247.75% | -1.904% |
| AME Ametek Inc. | 870 | $210,491 | $210,287.71 | - | -$203.29 | -0.1% | +0.708% |
| AMGN Amgen Inc. | 2,418 | $711,186.66 | $931,316.88 | - | $220,130.22 | 30.95% | -0.64% |
| AMZN Amazon.com Inc | 29,366 | $6.06M | $7.98M | - | $1.92M | 31.63% | +15.321% |
| ANET Arista Networks, Inc. | 2,161 | $253,052.62 | $389,736.37 | - | $136,683.75 | 54.01% | +5.456% |
| APA APA Corporation | 18,161 | $770,752.55 | $677,768.52 | - | -$92,984.03 | -12.06% | +2.725% |
| APH Amphenol Corporation | 7,344 | $244,487.6 | $295,045.2 | - | $50,557.6 | 20.68% | +0.551% |
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FAQ
Which stocks have generated the highest profits for Victory Financial Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $4.87M, First Trust Value Line Dividend Index Fund - $3.26M, iShares Russell Top 200 Growth ETF - $2.41M, Xtrackers MSCI EAFE Hedged Equity ETF - $1.9M, and State Street Technology Select Sector SPDR ETF - $1.79M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Invesco S&P MidCap 400 GARP ETF - $431,170.59, Snowflake Inc - $175,804.7, Tencent Music Entertainment Group - $168,869.22, NioCorp Developments Ltd - $156,931.21, and Uber Technologies, Inc - $142,117.87. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Victory Financial Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.5M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $3.37M, PIMCO Multisector Bond Active ETF - $1.38M, Eaton Vance Total Return Fund - $1.19M, Fidelity High Dividend ETF - $1.08M, and First Trust Value Line Dividend Index Fund - $972,124.75. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Victory Financial Group LLC's monthly returns?
Victory Financial Group LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Victory Financial Group LLC's strategy be considered aggressive or moderate?
Victory Financial Group LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Victory Financial Group LLC's strategy?
Victory Financial Group LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
