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:
77.48%
Gain -0.43%
Monthly
1.88%
Yearly
25.1%
Drawdown
29.48%
$898.02M
Equity
Holdings
$898.02M
Investment
$742.83M
$170M
Profit -$2M
Realized
$14.81M
Unrealized
$155.19M
Dividends
$22.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.43%
Profit
-$2M
Win %
70%
This Week
Compared To Last Week
Gain
-1.57%
Profit
-$14.33M
Win %
70%
This Month
Compared to last month
Gain
-1.66%
Profit
-$15.15M
Win %
70%
This Year
Compared to last year
Gain
10.63%
Profit
$86.25M
Win %
70%
KOS Kosmos Energy Ltd.
+8.47%
+$3,893.77 
CME CME Group Inc.
+7.15%
+$72,449.3 
CDE Coeur Mining, Inc.
+5.34%
+$29,116.54 
NRG NRG Energy, Inc.
+4.84%
+$13,364.26 
GDX VanEck Gold Miners ETF
+4.21%
+$12,576.72 
SILJ Amplify Junior Silver Miners ETF
+3.89%
+$8,141.25 
PM Philip Morris International Inc.
+3.17%
+$61,526.82 
ALSN Allison Transmission Holdings Inc.
+3.05%
+$7,968.54 
T AT&T Inc.
+2.85%
+$8,601.08 
SLV iShares Silver Trust
+2.76%
+$12,175.61 
MTDR Matador Resources Company
+2.72%
+$22,580.67 
PBR Petrobras S.A. Sponsored ADR
+2.7%
+$10,528 
NBIS Nebius Group N.V.
+2.65%
+$14,709.78 
LMT Lockheed Martin Corporation
+2.37%
+$15,319.85 
STX Seagate Technology Holdings plc
+2.31%
+$15,635.4 
OXY Occidental Petroleum Corporation
+2.29%
+$24,914.51 
NFLX Netflix, Inc.
+2.2%
+$20,552.61 
VZ Verizon Communications Inc.
+2.12%
+$11,801.38 
STLD Steel Dynamics Inc.
+2.08%
+$14,762.72 
AAP Advance Auto Parts Inc.
+2.04%
+$8,470.5 
BTI British American Tobacco p.l.c. ADR
+2.03%
+$9,128.34 
MRK Merck & Co., Inc.
+1.93%
+$14,030.82 
COP ConocoPhillips
+1.87%
+$9,143.2 
SR Spire Inc.
+1.78%
+$4,045.26 
APA APA Corporation
+1.77%
+$12,955.91 
AEP American Electric Power Company, Inc.
+1.77%
+$18,294.86 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
+1.74%
+$83,372.18 
XLE Energy Select Sector SPDR Fund
+1.72%
+$23,937.09 
VDE Vanguard Energy ETF
+1.68%
+$4,536.77 
XLB Materials Select Sector SPDR Fund
+1.62%
+$3,374.46 
WAL Western Alliance Bancorporation
+1.61%
+$4,947.8 
NUKZ Range Nuclear Renaissance ETF
+1.58%
+$7,018.73 
GLD SPDR Gold Shares
+1.58%
+$32,640.93 
IAU iShares Gold Trust
+1.56%
+$4,836 
SAN Banco Santander S.A. Sponsored ADR
+1.54%
+$2,430.75 
XOM Exxon Mobil Corporation
+1.54%
+$24,059.58 
FDX FedEx Corporation
+1.53%
+$2,998.05 
XEL Xcel Energy Inc.
+1.49%
+$5,270.85 
FERG Ferguson Enterprises Inc
+1.47%
+$8,121.87 
GILD Gilead Sciences Inc.
+1.46%
+$2,927.88 
MDLZ Mondelez International, Inc.
+1.44%
+$3,882.9 
PG Procter & Gamble Co
+1.43%
+$8,389.36 
SO The Southern Company
+1.42%
+$3,237.22 
NEE NextEra Energy, Inc.
+1.41%
+$5,873.88 
QUIZ Zacks Quality International Fund
+1.38%
+$6,014 
JNJ Johnson & Johnson
+1.37%
+$20,719.12 
APLD Applied Digital Corporation
+1.36%
+$3,976.18 
NTAP NetApp, Inc.
+1.28%
+$7,182.73 
ED Consolidated Edison, Inc.
+1.26%
+$2,641.2 
ITW Illinois Tool Works Inc.
+1.25%
+$4,447.2 
IDV iShares International Select Dividend ETF
+1.23%
+$16,081.79 
TAP Molson Coors Beverage Company
+1.22%
+$5,498 
SCCO Southern Copper Corporation
+1.21%
+$2,811.9 
ETN Eaton Corporation plc
+1.19%
+$3,841.58 
MPC Marathon Petroleum Corporation
+1.19%
+$21,363.6 
PRIM Primoris Services Corporation
+1.18%
+$2,063.79 
EPD Enterprise Products Partners L.P.
+1.15%
+$14,914.62 
GS The Goldman Sachs Group, Inc.
+1.14%
+$30,578.64 
DUK Duke Energy Corporation
+1.13%
+$3,352.62 
ROST Ross Stores, Inc.
+1.13%
+$3,527.16 
RTX RTX Corporation
+1.12%
+$9,493.75 
GSK GSK plc Sponsored ADR
+1.02%
+$3,936.92 
AMD Advanced Micro Devices, Inc.
+0.97%
+$31,920.12 
AMT American Tower Corporation
+0.97%
+$1,847.02 
TJX The TJX Companies, Inc.
+0.97%
+$9,108 
CVX Chevron Corporation
+0.93%
+$11,582.41 
MS Morgan Stanley
+0.93%
+$5,297.21 
BLK BlackRock, Inc.
+0.93%
+$2,412.12 
PLTM GraniteShares Platinum Trust
+0.89%
+$1,431.5 
TT Trane Technologies plc
+0.89%
+$2,226.78 
DIS The Walt Disney Company
+0.86%
+$1,847.58 
KO The Coca-Cola Company
+0.85%
+$5,495.7 
AMGN Amgen Inc.
+0.84%
+$8,156.96 
CSCO Cisco Systems, Inc.
+0.82%
+$6,904.6 
IVZ Invesco Ltd.
+0.81%
+$2,080.05 
ROK Rockwell Automation, Inc.
+0.81%
+$2,320.92 
SCHD Schwab U.S. Dividend Equity ETF
+0.81%
+$404,641.75 
UWMC UWM Holdings Corporation
+0.79%
+$381.8 
AVDV Avantis International Small Cap Value ETF
+0.78%
+$43,518.06 
VOE Vanguard Mid-Cap Value ETF
+0.77%
+$15,346.3 
TMUS T-Mobile US, Inc.
+0.77%
+$2,544.78 
IVLU iShares MSCI International Value Factor ETF
+0.76%
+$203,454.55 
VYM Vanguard High Dividend Yield ETF
+0.75%
+$33,834.02 
LNG Cheniere Energy Inc.
+0.75%
+$2,521.09 
KDP Keurig Dr Pepper Inc.
+0.74%
+$8,857.12 
DFIV Dimensional International Value ETF
+0.73%
+$3,151.26 
MCK McKesson Corporation
+0.71%
+$2,040.35 
WM Waste Management, Inc.
+0.7%
+$1,431.72 
HWM Howmet Aerospace Inc.
+0.7%
+$1,815.45 
GE General Electric Company
+0.7%
+$5,436.78 
FVD First Trust Value Line Dividend Index Fund
+0.69%
+$69,415.76 
RSG Republic Services, Inc.
+0.66%
+$2,063.26 
LIN Linde plc
+0.66%
+$3,544.46 
VTV Vanguard Value ETF
+0.65%
+$12,860.93 
FNDF Schwab Fundamental International Large Company Index ETF
+0.63%
+$5,845.08 
INTU Intuit Inc.
+0.62%
+$3,631.91 
MO Altria Group, Inc.
+0.6%
+$1,979.56 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.59%
+$2,683.35 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.59%
+$30,763.7 
COWZ Pacer US Cash Cows 100 ETF
+0.59%
+$2,665.32 
BA Boeing Company
+0.59%
+$5,290.8 
NB NioCorp Developments Ltd.
+0.56%
+$1,355.9 
DFIC Dimensional International Core Equity Market ETF
+0.55%
+$1,534.84 
PEP PepsiCo, Inc.
+0.54%
+$1,657.83 
FDVV Fidelity High Dividend ETF
+0.54%
+$183,911.65 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.52%
+$83,597.93 
HD The Home Depot, Inc.
+0.5%
+$10,846.65 
DAC Danaos Corporation
+0.48%
+$4,476.75 
AX Axos Financial Inc.
+0.48%
+$1,254.9 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.48%
+$1,138.72 
TFC Truist Financial Corporation
+0.48%
+$1,812.27 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
+0.48%
+$4,119.65 
DFAI Dimensional International Core Equity Market ETF
+0.47%
+$3,352.05 
LI Li Auto Inc.
+0.45%
+$1,999.14 
PFE Pfizer Inc.
+0.44%
+$1,769.68 
EFA iShares MSCI EAFE ETF
+0.42%
+$5,792.02 
VO Vanguard Mid-Cap ETF
+0.42%
+$9,830.24 
TPR Tapestry Inc.
+0.41%
+$4,386.33 
IJH iShares Core S&P Mid-Cap ETF
+0.41%
+$2,374.91 
BRK-B Berkshire Hathaway Inc.
+0.4%
+$10,328.71 
IEFA iShares Core MSCI EAFE ETF
+0.39%
+$4,525.8 
USB U.S. Bancorp
+0.39%
+$1,086.09 
MDY SPDR S&P MidCap 400 ETF Trust
+0.38%
+$11,140.68 
XLI Industrial Select Sector SPDR Fund
+0.38%
+$19,699.6 
IUSV iShares Core S&P U.S. Value ETF
+0.38%
+$1,957.2 
SBUX Starbucks Corporation
+0.37%
+$1,189.11 
IWR iShares Russell Mid-Cap ETF
+0.37%
+$1,778.4 
PVAL Putnam Focused Large Cap Value ETF
+0.36%
+$11,120.37 
BE Bloom Energy Corporation
+0.35%
+$1,988.8 
CAT Caterpillar Inc.
+0.35%
+$6,312.87 
RSP Invesco S&P 500 Equal Weight ETF
+0.34%
+$1,676.54 
VFMF Vanguard U.S. Multifactor ETF
+0.34%
+$9,518.86 
AVUV Avantis U.S. Small Cap Value ETF
+0.32%
+$4,738.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.31%
+$7,640.43 
BAC Bank of America Corporation
+0.3%
+$2,503.61 
CMCSA Comcast Corp
+0.29%
+$1,590.57 
SCHF Schwab International Equity ETF
+0.29%
+$4,324.52 
SMR NuScale Power Corporation
+0.29%
+$1,051.35 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.28%
+$1,215.81 
VONV Vanguard Russell 1000 Value Index Fund
+0.28%
+$787.82 
GOOG Alphabet Inc
+0.25%
+$8,800.92 
IJS iShares S&P Small-Cap 600 Value ETF
+0.25%
+$885.27 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.23%
+$95,034.94 
QLC FlexShares US Quality Large Cap Fund
+0.21%
+$2,422.81 
HUBB Hubbell Inc.
+0.21%
+$1,534.21 
MCD McDonald's Corporation
+0.19%
+$1,112.3 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.17%
+$849.67 
ETHA iShares Ethereum Trust
+0.17%
+$1,156.4 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.17%
+$891.21 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.16%
+$384.54 
IWX iShares Russell Top 200 Value ETF
+0.16%
+$1,392.81 
VB Vanguard Small-Cap ETF
+0.14%
+$1,188.56 
IXUS iShares Core International Stock ETF
+0.13%
+$3,382.92 
JPM JPMorgan Chase & Co.
+0.11%
+$1,720.64 
GOOGL Alphabet Inc
+0.1%
+$7,034.6 
DCOR Dimensional US Core Equity 1 ETF
+0.09%
+$254.73 
CGDV Capital Group Dividend Value ETF
+0.08%
+$4,243.16 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.08%
+$1,018.85 
ORCL Oracle Corporation
+0.08%
+$919.3 
ABBV AbbVie Inc.
+0.07%
+$1,630.67 
MARM Ftv Estus Max Buff ETF March
+0.07%
+$195.03 
ATAI AtaiBeckley Inc.
+0.07%
+$59.24 
HYFI AB High Yield ETF
+0.04%
+$384.75 
VOT Vanguard Mid-Cap Growth ETF
+0.03%
+$830.96 
ACVF American Conservative Values ETF
+0.02%
+$66.99 
UNM Unum Group
+0.02%
+$58.26 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$2,115.41 
IBM International Business Machines Corporation
+0.01%
+$69.4 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.01%
+$143.72 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
+0.01%
+$127.01 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$94.94 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$76.44 
MU Micron Technology, Inc.
+0.01%
+$148.2 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$65.39 
APXM
0%
$0 
FLCC Federated Hermes MDT Large Cap Core ETF
0%
$0 
MFSI
0%
$0 
NOVM
0%
$0 
SIO Touchstone Strategic Income ETF
0%
$0 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XMHQ Invesco S&P MidCap Quality ETF
0%
$0 
GEV GE Vernova Inc.
-7.16%
-$74,092.34 
LMND Lemonade Inc.
-5.35%
-$32,732.73 
NOW ServiceNow, Inc.
-4.46%
-$11,420.68 
PLTR Palantir Technologies Inc.
-4.18%
-$69,039.48 
CB Chubb Limited
-4.01%
-$11,469.38 
APP AppLovin Corporation Class A Common Stock
-3.6%
-$14,986.51 
SGHC Super Group (SGHC) Limited
-3.4%
-$11,429.45 
SOFI SoFi Technologies, Inc.
-3.39%
-$20,730.99 
TEM Tempus AI, Inc.
-3.31%
-$36,006.12 
FSLY Fastly, Inc.
-2.97%
-$7,450.73 
DHR Danaher Corporation
-2.94%
-$10,134.21 
CRM Salesforce Inc
-2.89%
-$9,879.36 
SHOP Shopify Inc.
-2.58%
-$6,004.22 
NKE Nike, Inc. - Class B
-2.56%
-$5,130.4 
MSTR Strategy Inc.
-2.4%
-$5,791.8 
DHC Diversified Healthcare Trust
-2.33%
-$24,293.03 
META Meta Platforms Inc Class A
-2.28%
-$112,178.24 
ADBE Adobe Inc.
-2.26%
-$4,954.96 
GLW Corning Incorporated
-2.23%
-$8,040.45 
MSFT Microsoft Corp.
-2.06%
-$150,464.3 
PANW Palo Alto Networks, Inc.
-1.92%
-$36,972.16 
NIO Nio Inc.
-1.79%
-$1,719.29 
LLY Eli Lilly and Company
-1.58%
-$56,496.34 
ARKW ARK Next Generation Internet ETF
-1.43%
-$47,913.6 
APH Amphenol Corporation
-1.43%
-$5,177.25 
BABA Alibaba Group Holding Limited SP ADR
-1.42%
-$8,005.98 
RKT Rocket Companies, Inc. Class A
-1.39%
-$3,917.61 
VRT Vertiv Holdings Co
-1.39%
-$4,747.5 
UBER Uber Technologies, Inc.
-1.38%
-$15,943.95 
IBIT iShares Bitcoin Trust
-1.33%
-$8,242.5 
AMZN Amazon.com Inc
-1.28%
-$90,972.66 
AMAT Applied Materials, Inc.
-1.25%
-$6,733.13 
LAMR Lamar Advertising Company
-1.25%
-$10,306 
CRWD CrowdStrike Holdings, Inc.
-1.24%
-$27,640.44 
WFC Wells Fargo & Company
-1.16%
-$16,408.74 
DG Dollar General Corporation
-1.14%
-$3,162.6 
GENI Genius Sports Ltd.
-1.13%
-$1,032.37 
TER Teradyne, Inc.
-1.09%
-$2,889.69 
MAGS Roundhill Magnificent Seven Fund
-1.07%
-$10,095.08 
LRCX Lam Research Corporation
-1.02%
-$14,577.66 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,378.2 
AAPL Apple Inc.
-0.93%
-$175,450.67 
XBI SPDR S&P Biotech ETF
-0.87%
-$2,416.5 
AXP American Express Company
-0.86%
-$5,909.4 
AIQ Global X Artificial Intelligence & Technology ETF
-0.85%
-$15,207.4 
NVT nVent Electric plc
-0.84%
-$3,329.24 
HOOD Robinhood Markets, Inc.
-0.83%
-$8,695.28 
NCIQ Hashdex Nasdaq Crypto Index ETF
-0.79%
-$2,958.8 
ISRG Intuitive Surgical, Inc.
-0.78%
-$1,594.67 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.74%
-$6,344.65 
BSX Boston Scientific Corporation
-0.73%
-$1,082.65 
TXN Texas Instruments Inc
-0.71%
-$17,525.65 
VUG Vanguard Growth ETF
-0.7%
-$7,216.44 
IYW iShares U.S. Technology ETF
-0.7%
-$11,881.08 
CDNS Cadence Design Systems, Inc.
-0.67%
-$2,413.95 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-0.63%
-$2,654.68 
WMT Walmart Inc.
-0.62%
-$11,571.56 
IWY iShares Russell Top 200 Growth ETF
-0.6%
-$793,355.57 
PGR Progressive Corporation
-0.6%
-$1,488.3 
VRSK Verisk Analytics Inc.
-0.56%
-$1,267.67 
DOC Healthpeak Properties, Inc.
-0.53%
-$1,884.72 
VONG Vanguard Russell 1000 Growth Fund
-0.52%
-$10,014.95 
ANET Arista Networks, Inc.
-0.52%
-$1,536.08 
IWF iShares Russell 1000 Growth ETF
-0.52%
-$5,155.92 
MA Mastercard Incorporated
-0.51%
-$4,178.64 
XLK State Street Technology Select Sector SPDR ETF
-0.51%
-$165,923.84 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.5%
-$22,334.51 
EEM iShares MSCI Emerging Markets ETF
-0.5%
-$1,307.15 
UNH UnitedHealth Group Incorporated
-0.47%
-$7,074.69 
MOAT VanEck Morningstar Wide Moat Fund
-0.45%
-$16,465.51 
KLAC KLA Corporation
-0.45%
-$1,668.38 
RPG Invesco S&P 500 Pure Growth ETF
-0.45%
-$10,946.52 
IUSG iShares Core S&P U.S. Growth ETF
-0.44%
-$7,196.48 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.41%
-$15,208.41 
IWM iShares Russell 2000 ETF
-0.4%
-$6,423.92 
EHC Encompass Health Corporation
-0.39%
-$1,006.59 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
-0.37%
-$1,614.15 
CZA Invesco Zacks Mid-Cap ETF
-0.37%
-$1,909.31 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.37%
-$70,319.62 
IEMG iShares Core MSCI Emerging Markets ETF
-0.36%
-$9,619.32 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$24,408.48 
RDVY First Trust Rising Dividend Achievers ETF
-0.33%
-$4,695.8 
SPGI S&P Global Inc.
-0.32%
-$1,325.42 
TSLA Tesla, Inc.
-0.31%
-$17,901 
GL Globe Life Inc.
-0.3%
-$813.12 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.29%
-$710.82 
MCO Moody's Corporation
-0.28%
-$868.39 
C Citigroup Inc.
-0.26%
-$751.06 
NVDA NVIDIA Corporation
-0.25%
-$54,851.01 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.23%
-$874.16 
GROZ Zacks Focus Growth ETF
-0.23%
-$1,196.77 
QUAL iShares MSCI USA Quality Factor ETF
-0.21%
-$4,933.04 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.21%
-$7,511.25 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.2%
-$516.77 
IDEQ Lazard International Dynamic Equity ETF
-0.2%
-$1,493.94 
MBB iShares MBS ETF
-0.2%
-$659.71 
BUFQ FT Nasdaq Buffer ETF July.
-0.19%
-$508.43 
ACN Accenture plc Class A
-0.19%
-$656.1 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.18%
-$645 
HTRB Hartford Total Return Bond ETF
-0.18%
-$1,008 
JGRO JPMorgan Active Growth ETF
-0.17%
-$539.05 
MUB iShares National Muni Bond ETF
-0.17%
-$1,116.85 
PYLD PIMCO Multisector Bond Active ETF
-0.17%
-$36,730.64 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.17%
-$335.75 
IWP iShares Russell Mid-Cap Growth ETF
-0.17%
-$2,161.54 
SMH VanEck Semiconductor ETF
-0.16%
-$2,434.56 
DFGP Dimensional Global Core Fixed Income Fund
-0.16%
-$368.39 
MDT Medtronic plc
-0.16%
-$310.31 
PHYL PGIM Active High Yield Bond ETF
-0.16%
-$2,550.62 
MTG MGIC Investment Corporation
-0.15%
-$2,108.74 
JBND JPMorgan Active Bond ETF
-0.15%
-$7,946.16 
VCRB Vanguard Core Bond ETF
-0.15%
-$7,302.15 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.14%
-$291.18 
VTEB Vanguard Tax-Exempt Bond ETF
-0.14%
-$852.74 
JXN Jackson Financial Inc.
-0.14%
-$436.73 
TLT iShares 20+ Year Treasury Bond ETF
-0.14%
-$1,219.23 
FBND Fidelity Total Bond ETF
-0.13%
-$14,554.84 
INTC Intel Corporation
-0.13%
-$739.06 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.13%
-$606.06 
KORP American Century Diversified Corporate Bond ETF
-0.13%
-$4,109.16 
AVGO Broadcom Inc.
-0.13%
-$8,564.67 
IVV iShares Core S&P 500 ETF
-0.13%
-$1,322.89 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.13%
-$6,671.32 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.13%
-$357.1 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$2,924.82 
BUFR FT Vestladder Buffer ETF-USD I
-0.12%
-$359.64 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.12%
-$612.8 
DFCF Dimensional Core Fixed Income ETF
-0.12%
-$337.07 
IWB iShares Russell 1000 ETF
-0.12%
-$405.24 
EVTR Eaton Vance Total Return Fund
-0.12%
-$19,681.98 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$673.33 
XLC Communication Services Select Sector SPDR Fund
-0.12%
-$5,224.44 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.12%
-$652.3 
VOO Vanguard S&P 500 ETF
-0.12%
-$35,622.4 
IWV ISHARES RUSSELL 3000 ETF
-0.11%
-$273.54 
POWL Powell Industries Inc.
-0.11%
-$2,724.97 
EME EMCOR Group, Inc.
-0.11%
-$496.4 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$378.48 
SPY SPDR S&P 500 ETF Trust
-0.11%
-$2,530.11 
SCHX Schwab U.S. Large-Cap ETF
-0.1%
-$1,229.61 
TMO Thermo Fisher Scientific Inc.
-0.1%
-$626.49 
COST Costco Wholesale Corporation
-0.1%
-$2,145.08 
SCHA Schwab U.S. Small-Cap ETF
-0.1%
-$440.86 
ARES Ares Management Corporation
-0.1%
-$250.08 
V Visa Inc. Class A
-0.1%
-$1,810.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$3,795.66 
HEQT Simplify Hedged Equity ETF
-0.1%
-$3,441.63 
BNDX Vanguard Total International Bond ETF
-0.09%
-$567.72 
VWO Vanguard FTSE Emerging Markets ETF
-0.09%
-$2,118.05 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.09%
-$222.47 
XLV Health Care Select Sector SPDR Fund
-0.09%
-$3,556.14 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.08%
-$2,789.07 
SECT Main Sector Rotation ETF
-0.07%
-$627.65 
ZECP Zacks Earnings Consistent Portfolio
-0.07%
-$368 
XYL Xylem Inc.
-0.06%
-$174.9 
XLF Financial Select Sector SPDR Fund
-0.06%
-$156.13 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.06%
-$152.96 
SPEM SPDR Portfolio Emerging Markets ETF
-0.06%
-$6,646.29 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.06%
-$307.65 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.05%
-$784.85 
ADI Analog Devices, Inc.
-0.04%
-$102.95 
BUYW Main Buywrite ETF
-0.03%
-$190.21 
BUFP PGIM Laddered Fund of Bond 12 ETF
-0.03%
-$644.98 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$357.4 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$1,562.15 Events
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Dividends
Dividend Analysis
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| Trades 1629 | Longs Won 1136/1629 69% | Profit Factor 12.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $531,588.06 |
| Average Win $162,655.1 | Best Trade (Jul 22) $12.65M | Sharpe Ratio -12.7 |
| Average Loss -$29,977.07 | Worst Trade (Jul 27) -$627,501.99 | Z-Score 11.56 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 2d | Expectancy $104,356.73 |
| 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 | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $4.81M, First Trust Value Line Dividend Index Fund - $3.08M, Xtrackers MSCI EAFE Hedged Equity ETF - $1.9M, State Street Technology Select Sector SPDR ETF - $1.79M, and Vanguard S&P 500 ETF - $1.37M. 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, UnitedHealth Group Incorporated - $191,409.79, Tencent Music Entertainment Group - $168,869.22, Dow Inc - $118,935.16, and NioCorp Developments Ltd - $70,170.79. 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 $22.51M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $3.38M, PIMCO Multisector Bond Active ETF - $1.2M, Eaton Vance Total Return Fund - $1.16M, 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.
