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:
83.18%
Gain -0.61%
Monthly
1.81%
Yearly
24.03%
Drawdown
29.46%
$940.23M
Equity
Holdings
$940.23M
Investment
$781.76M
$176.98M
Profit -$2.51M
Realized
$18.5M
Unrealized
$158.47M
Dividends
$25.58M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.61%
Profit
-$2.51M
Win %
66%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$1.51M
Win %
66%
This Month
Compared to last month
Gain
-0.91%
Profit
-$8.64M
Win %
66%
This Year
Compared to last year
Gain
-0.94%
Profit
-$8.82M
Win %
66%
FSLY Fastly Inc. Class A Common Stock
+8.11%
+$20,545.98 
PANW Palo Alto Networks, Inc.
+6.26%
+$120,111.68 
CRWD CrowdStrike Holdings, Inc.
+6.15%
+$198,928.32 
MTDR Matador Resources Company
+5.84%
+$49,529.42 
KOS Kosmos Energy Ltd.
+4.82%
+$2,469.48 
TEM Tempus AI Inc Class A Common Stock
+4.75%
+$82,952.31 
APA APA Corporation
+4.71%
+$42,315.13 
COP ConocoPhillips
+3.79%
+$21,461.76 
MTG MGIC Investment Corp.
+3.68%
+$53,328.66 
ONDS Ondas Inc.
+3.4%
+$3,805.62 
HPE Hewlett Packard Enterprise Company
+3.33%
+$13,592.11 
MU Micron Technology Inc.
+3.3%
+$104,242.46 
OXY Occidental Petroleum Corp.
+3.18%
+$32,313.81 
ACMR ACM Research, Inc. Class A Common Stock
+3.16%
+$8,255.3 
FTNT Fortinet, Inc.
+2.73%
+$7,709.02 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.67%
+$96,590.48 
SOXL Direxion Daily Semiconductor Bull 3X Shares
+2.61%
+$1,881.06 
VDE Vanguard Energy ETF
+2.6%
+$7,946.25 
XLE State Street Energy Select Sector SPDR ETF
+2.55%
+$19,908.22 
CVX Chevron Corporation
+2.44%
+$33,743.76 
LMT Lockheed Martin Corporation
+2.31%
+$14,287.41 
XOM ExxonMobil Holdings Corporation
+2.29%
+$42,966.48 
MRVL Marvell Technology Inc.
+2.17%
+$10,369.3 
SNOW Snowflake Inc. Common Stock
+2.12%
+$7,740.59 
CDNS Cadence Design Systems, Inc.
+2.04%
+$6,936.31 
EPD Enterprise Products Partners L.P.
+2.03%
+$24,163.96 
DELL Dell Technologies Inc. Class C Common Stock
+2.02%
+$7,702.8 
AMD Advanced Micro Devices Inc.
+1.76%
+$54,304.84 
TXN Texas Instruments Inc.
+1.69%
+$40,446.23 
STLD Steel Dynamics, Inc.
+1.66%
+$9,987 
NTAP NetApp, Inc.
+1.65%
+$9,943.86 
APH Amphenol Corp. Class A Common Stock
+1.61%
+$8,665.92 
PBR Petróleo Brasileiro S.A. - Petrobras
+1.6%
+$8,788.35 
SPCX Space Exploration Technologies Corp. Class A
+1.54%
+$13,384.46 
ASTS AST SpaceMobile Inc.
+1.51%
+$1,816.42 
INTC Intel Corporation
+1.5%
+$11,476.48 
ORCL Oracle Corporation
+1.4%
+$11,665.28 
CSCO Cisco Systems, Inc.
+1.24%
+$13,011.98 
TER Teradyne, Inc.
+1.18%
+$2,107.56 
ADI Analog Devices, Inc.
+1.16%
+$3,630.43 
FCX Freeport-McMoRan Inc.
+1.08%
+$2,858.1 
AMAT Applied Materials Inc.
+1.07%
+$5,274.62 
RAL Ralliant Corporation
+1.04%
+$1,906.36 
QCOM QUALCOMM Incorporated
+1.02%
+$2,985.99 
POWL Powell Industries, Inc.
+0.97%
+$14,537.1 
ETHA iShares Ethereum Trust ETF
+0.94%
+$6,717.52 
GLW Corning Incorporated
+0.94%
+$6,214.12 
SMH VanEck Semiconductor ETF
+0.92%
+$10,806.49 
SOXX iShares Semiconductor ETF
+0.91%
+$29,721.6 
ANET Arista Networks Inc.
+0.9%
+$3,327.94 
ASML ASML Holding N.V. NY Registered Shares
+0.86%
+$1,926.21 
THNQ ROBO Global Artificial Intelligence ETF
+0.84%
+$1,797.46 
HALO Halozyme Therapeutics Inc.
+0.82%
+$10,726.32 
SPOT Spotify Technology S.A.
+0.79%
+$2,938.01 
HUBB Hubbell Inc.
+0.79%
+$5,625.54 
SNX TD SYNNEX Corporation
+0.72%
+$1,826.28 
MSFT Microsoft Corporation Common Stock
+0.68%
+$66,427.54 
NBIS Nebius Group N.V. Class A Ordinary Shares
+0.65%
+$1,499.68 
XLK State Street Technology Select Sector SPDR ETF
+0.61%
+$227,436.16 
VGT Vanguard Information Technology ETF
+0.59%
+$1,172.46 
ARKW ARK Next Generation Internet ETF
+0.56%
+$19,303.56 
QTUM Defiance Quantum ETF
+0.56%
+$1,796.64 
ARM Arm Holdings plc ADR
+0.56%
+$903.23 
SNDK Sandisk Corp.
+0.55%
+$1,202.25 
IYW iShares U.S. Technology ETF
+0.49%
+$9,574.32 
AME AMETEK, Inc.
+0.47%
+$965.69 
AIQ Global X Artificial Intelligence & Technology ETF
+0.45%
+$9,393.72 
NOW ServiceNow Inc.
+0.45%
+$1,773.1 
SHOP Shopify Inc.
+0.43%
+$1,842.52 
LRCX Lam Research Corp.
+0.4%
+$4,298.46 
BA The Boeing Company
+0.4%
+$2,660.3 
IBM International Business Machines Corporation
+0.4%
+$2,373.07 
RNST Renasant Corp.
+0.39%
+$773.12 
LMND Lemonade Inc.
+0.37%
+$912.05 
AVGO Broadcom Inc.
+0.37%
+$21,472.36 
ABBV AbbVie Inc.
+0.32%
+$7,976.7 
EEM iShares MSCI Emerging Markets ETF
+0.31%
+$767.22 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
+0.29%
+$1,449.7 
STX Seagate Technology Holdings plc
+0.28%
+$1,242.26 
CGHM Capital Group Municipal High-Income ETF
+0.26%
+$1,427.86 
NCLO Nuveen AA-BBB CLO ETF
+0.22%
+$493.69 
FLMI Franklin Dynamic Municipal Bond ETF
+0.19%
+$419.36 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.19%
+$394.21 
BIBL Inspire 100 ETF
+0.18%
+$370.02 
IEMG iShares Core MSCI Emerging Markets ETF
+0.18%
+$4,450.68 
MPC Marathon Petroleum Corp.
+0.16%
+$3,878.25 
TXXI BondBloxx IR+M Tax-Aware Intermediate Duration ETF
+0.16%
+$884.71 
NCIQ Hashdex Nasdaq Crypto Index ETF
+0.16%
+$818.47 
VTEB Vanguard Tax-Exempt Bond ETF
+0.16%
+$913.7 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$10,801.47 
CGMU Capital Group Municipal Income ETF
+0.15%
+$778.04 
IBIT iShares Bitcoin Trust ETF
+0.14%
+$1,217.84 
PWR Quanta Services, Inc.
+0.12%
+$251.85 
MUB iShares National Muni Bond ETF
+0.11%
+$761.76 
JGRO JPMorgan Active Growth ETF
+0.07%
+$1,220.7 
ITUB Itaú Unibanco Holding S.A. ADR
+0.05%
+$89.44 
GEV GE Vernova Inc.
+0.05%
+$638.81 
CME CME Group Inc. Class A Common Stock
+0.05%
+$736.9 
AAP Advance Auto Parts Inc.
+0.04%
+$151.74 
BUFQ FT Vest Laddered Nasdaq Buffer ETF
+0.04%
+$240.5 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
+0.04%
+$420.86 
BUYW Main BuyWrite ETF
+0.03%
+$266.88 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$3,811.53 
IONQ IonQ, Inc.
+0.03%
+$86.67 
BNDX Vanguard Total International Bond ETF
+0.03%
+$220.75 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$507.75 
STIP iShares 0-5 Year TIPS Bond ETF
+0.03%
+$855.69 
MARM FT Vest U.S. Equity Max Buffer ETF - March
+0.03%
+$77.7 
BILS State Street SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$440.35 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$365.21 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$55.99 
TUSI Touchstone Ultra Short Duration Fixed Income Fund
+0.02%
+$43.52 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.02%
+$3,896.79 
ATAI AtaiBeckley Inc.
0%
$0 
NIO NIO Inc. American Depositary Shares
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WAL Western Alliance Bancorporation Common Stock
0%
$0 
IDV iShares International Select Dividend ETF
0%
-$6.27 MFSI
MFSI
0%
$0 NOVM
NOVM
0%
$0 APXM
APXM
0%
$0 
BE Bloom Energy Corp. Class A Common Stock
-12.87%
-$73,046.18 
CRDO Credo Technology Group Holding Ltd
-8.24%
-$11,648.56 
GL Globe Life Inc.
-7.92%
-$17,275.3 
T AT&T Inc.
-6.4%
-$21,151.33 
TMUS T-Mobile US Inc.
-5.97%
-$16,456.46 
SGHC Super Group (SGHC) Limited
-5.02%
-$14,621.64 
ACN Accenture plc
-4.39%
-$31,790.52 
HWM Howmet Aerospace Inc.
-4.13%
-$10,949.66 
AXP American Express Company
-3.89%
-$21,441.77 
UNM Unum Group
-3.84%
-$12,211.2 
GENI Genius Sports Limited
-3.59%
-$3,990.07 
JXN Jackson Financial Inc.
-3.54%
-$13,447.31 
APLD Applied Digital Corporation
-3.38%
-$4,930.38 
HD The Home Depot, Inc.
-3.05%
-$56,836.84 
ROST Ross Stores Inc.
-2.98%
-$8,022.9 
WIT Wipro Ltd. ADR
-2.97%
-$702.98 
LLY Eli Lilly and Company
-2.96%
-$126,679.41 
ALSN Allison Transmission Holdings, Inc.
-2.92%
-$8,752.85 
PRIM Primoris Services Corporation
-2.64%
-$5,370.18 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.61%
-$7,269.2 
INTU Intuit Inc.
-2.59%
-$18,839.5 
LTM LATAM Airlines Group S.A. ADR
-2.58%
-$12,286.62 
PEP PepsiCo, Inc.
-2.55%
-$6,644.58 
TPR Tapestry Inc.
-2.52%
-$22,532.37 
KO The Coca-Cola Company
-2.5%
-$25,789.68 
BLK BlackRock, Inc.
-2.45%
-$6,414.71 
CAT Caterpillar Inc.
-2.45%
-$37,212.56 
GE General Electric Company
-2.36%
-$17,356.94 
WDC Western Digital Corp.
-2.36%
-$4,631.44 
NRG NRG Energy, Inc.
-2.2%
-$4,905.3 
CDE Coeur Mining Inc.
-2.16%
-$5,642.1 
NKE Nike, Inc. Class B Common Stock
-2.14%
-$4,481.3 
MO Altria Group, Inc.
-2.08%
-$5,897.78 
MCO Moody's Corporation
-2.08%
-$4,705.79 
PG The Procter & Gamble Company
-2.02%
-$12,902.9 
PCAR PACCAR Inc.
-2.01%
-$30,316 
UBER Uber Technologies Inc.
-2%
-$14,390.15 
BABA Alibaba Group Holding Ltd. ADR
-1.97%
-$6,245.07 
MS Morgan Stanley Common Stock
-1.95%
-$9,303.08 
BTI British American Tobacco plc ADR
-1.91%
-$12,068.59 
MA Mastercard Inc. Class A Common Stock
-1.89%
-$12,951.56 
UNP Union Pacific Corp.
-1.89%
-$4,226.24 
IVZ Invesco Ltd.
-1.86%
-$5,377.82 
MCD McDonald's Corporation
-1.84%
-$8,495.18 
TAP Molson Coors Beverage Company Class B Common Stock
-1.8%
-$6,608.25 
KB KB Financial Group Inc. ADR
-1.78%
-$10,509.39 
CRWV CoreWeave Inc. Class A Common Stock
-1.76%
-$12,971.28 
FDX FedEx Corp.
-1.73%
-$3,887.15 
CB Chubb Limited
-1.72%
-$4,942.08 
HLT Hilton Worldwide Holdings Inc.
-1.71%
-$4,321.65 
RTX RTX Corporation
-1.7%
-$12,705 
COF Capital One Financial Corp.
-1.69%
-$10,284.36 
MRK Merck & Co., Inc.
-1.64%
-$14,215.08 
HSBC HSBC Holdings plc Sponsored ADR
-1.63%
-$4,509 
XEL Xcel Energy Inc.
-1.62%
-$5,186.9 
WMT Walmart Inc.
-1.62%
-$28,964.1 
JNJ Johnson & Johnson
-1.6%
-$31,578.62 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.56%
-$5,538.61 
SILJ Amplify Junior Silver Miners ETF
-1.56%
-$3,126.5 
JPM JPMorgan Chase & Co.
-1.54%
-$26,263.12 
BKCH Global X Blockchain ETF
-1.49%
-$2,537.08 
EHC Encompass Health Corporation
-1.47%
-$5,104.16 
C Citigroup Inc.
-1.43%
-$5,866.97 
TJX The TJX Companies, Inc.
-1.42%
-$11,017.14 
AEP American Electric Power Company, Inc.
-1.41%
-$16,226.96 
AMGN Amgen Inc. Common Stock
-1.39%
-$15,039.96 
VZ Verizon Communications Inc.
-1.38%
-$8,680 
V Visa Inc. Class A
-1.35%
-$24,701.6 
SLV iShares Silver Trust
-1.34%
-$4,130.28 
XLF State Street Financial Select Sector SPDR ETF
-1.32%
-$5,624.25 
SOFI SoFi Technologies, Inc.
-1.32%
-$8,031.66 
COST Costco Wholesale Corp
-1.32%
-$29,951.01 
PFE Pfizer Inc.
-1.3%
-$5,936.85 
ITW Illinois Tool Works Inc.
-1.28%
-$4,224.4 
EME EMCOR Group, Inc.
-1.28%
-$4,182.74 
URI United Rentals Inc.
-1.27%
-$2,499.24 
UNH UnitedHealth Group Inc.
-1.24%
-$12,642.73 
XBI State Street SPDR S&P Biotech ETF
-1.22%
-$3,909.05 
SBUX Starbucks Corp.
-1.22%
-$3,654.28 
GS The Goldman Sachs Group, Inc.
-1.22%
-$27,592.9 
DHC Diversified Healthcare Trust
-1.21%
-$8,373.49 
CRM Salesforce, Inc.
-1.18%
-$4,424.98 
RSG Republic Services Inc.
-1.16%
-$4,107.59 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.16%
-$22,906.39 
XLI State Street Industrial Select Sector SPDR ETF
-1.16%
-$53,755.62 
GSK GSK plc ADR
-1.15%
-$6,904.77 
NB NioCorp Developments Ltd.
-1.15%
-$434.26 
TRV The Travelers Companies, Inc.
-1.14%
-$3,076.91 
XLV State Street Health Care Select Sector SPDR ETF
-1.12%
-$13,308.96 
RDVY First Trust Rising Dividend Achievers ETF
-1.12%
-$15,207.43 
KDP Keurig Dr Pepper Inc.
-1.11%
-$17,345.25 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.09%
-$7,193.69 
SR Spire Inc.
-1.09%
-$3,126.66 
VIGI Vanguard International Dividend Appreciation ETF
-1.08%
-$4,755.08 
TMO Thermo Fisher Scientific Inc.
-1.07%
-$4,008.75 
PM Philip Morris International Inc.
-1.06%
-$22,569.08 
SO The Southern Company
-1.04%
-$3,244.78 
FVD First Trust Value Line Dividend Index Fund
-1.04%
-$90,107.85 
ZECP Zacks Earnings Consistent Portfolio ETF
-1.03%
-$2,679.28 
LAMR Lamar Advertising Company Class A
-1.02%
-$9,174.82 
BRK-B Berkshire Hathaway Inc.
-1.01%
-$32,592.05 
MOAT VanEck Morningstar Wide Moat ETF
-1.01%
-$33,895.62 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
-0.99%
-$10,971.66 
NFLX Netflix Inc.
-0.96%
-$7,916.09 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.93%
-$3,032.7 
WFC Wells Fargo & Company
-0.89%
-$8,529.98 
TSLA Tesla, Inc.
-0.89%
-$54,544.03 
NUKZ Range Nuclear Renaissance Index ETF
-0.86%
-$3,978.31 
BAC Bank of America Corporation
-0.86%
-$6,722.76 
IAU iShares Gold Trust
-0.83%
-$3,984.37 
CZA Invesco Zacks Mid-Cap ETF
-0.82%
-$3,002.79 
MCK McKesson Corporation
-0.82%
-$2,898 
FDVV Fidelity High Dividend ETF
-0.82%
-$326,614.2 
SAN Banco Santander, S.A. Sponsored ADR
-0.81%
-$1,274.7 
GLD SPDR Gold Shares
-0.8%
-$17,786.64 
AVDV Avantis International Small Cap Value ETF
-0.8%
-$47,292.96 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.78%
-$2,176.09 
COWZ Pacer US Cash Cows 100 ETF
-0.78%
-$3,726.8 
VFMF Vanguard U.S. Multifactor ETF
-0.76%
-$21,824.64 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.76%
-$41,719.14 
USB U.S. Bancorp
-0.74%
-$1,936.64 
QUAL iShares MSCI USA Quality Factor ETF
-0.74%
-$16,618.26 
RSP Invesco S&P 500 Equal Weight ETF
-0.73%
-$2,927.19 
DUK Duke Energy Corporation
-0.71%
-$2,781.66 
ARES Ares Management Corp. Class A Common Stock
-0.71%
-$1,599.84 
IREN IREN Ltd.
-0.71%
-$2,108.16 
IWX iShares Russell Top 200 Value ETF
-0.71%
-$6,847.33 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
-0.69%
-$1,631.82 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.69%
-$2,737.41 
VTV Vanguard Morningstar Value ETF
-0.68%
-$13,243.74 
QUIZ Zacks Quality International ETF
-0.68%
-$1,695.75 
DFIC Dimensional International Core Equity 2 ETF
-0.65%
-$1,868.37 
IVLU iShares MSCI Intl Value Factor ETF
-0.65%
-$156,687.58 
EFA iShares MSCI EAFE ETF
-0.64%
-$7,623.66 
IDEQ Lazard International Dynamic Equity ETF
-0.64%
-$3,629.63 
VYM Vanguard High Dividend Yield ETF
-0.63%
-$27,338.26 
IEFA iShares Core MSCI EAFE ETF
-0.63%
-$6,062.7 
DFAI Dimensional International Core Equity Market ETF
-0.63%
-$7,562.62 
IVE iShares S&P 500 Value ETF
-0.62%
-$1,753.79 
RGTI Rigetti Computing, Inc.
-0.61%
-$3,427.13 
CGUS Capital Group Core Equity ETF
-0.61%
-$4,288.68 
VBR Vanguard Small-Cap Value ETF
-0.61%
-$96,570.99 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.6%
-$2,948.31 
IUSV iShares Core S&P U.S. Value ETF
-0.6%
-$2,824.86 
AAPL Apple Inc.
-0.59%
-$115,943.55 
NVT nVent Electric plc
-0.59%
-$1,708.5 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$2,790.12 
META Meta Platforms Inc Class A
-0.58%
-$29,745.99 
CGGE Capital Group Global Equity ETF
-0.57%
-$3,688.03 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.57%
-$12,477.81 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.56%
-$14,451.36 
PVAL Putnam Focused Large Cap Value ETF
-0.56%
-$21,531.47 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.56%
-$7,308.25 
PGR The Progressive Corporation
-0.55%
-$1,659.89 
VCLT Vanguard Long-Term Corporate Bond ETF
-0.55%
-$17,482.53 
VOT Vanguard Mid-Cap Growth ETF
-0.55%
-$15,128.83 
APP AppLovin Corporation Class A Common Stock
-0.55%
-$1,659.14 
CGDG Capital Group Dividend Growers ETF
-0.54%
-$1,183.88 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.54%
-$10,902.08 
GOOGL Alphabet Inc
-0.53%
-$36,814.36 
DCOR Dimensional US Core Equity 1 ETF
-0.52%
-$1,616.12 
XLB State Street Materials Select Sector SPDR ETF
-0.52%
-$19,990.26 
RKT Rocket Companies Inc. Class A Common Stock
-0.51%
-$4,603.62 
SCHD Schwab U.S. Dividend Equity ETF
-0.51%
-$272,699.28 
AMZN Amazon.com Inc
-0.51%
-$37,294.82 
VB Vanguard Small-Cap ETF
-0.51%
-$6,218.14 
AX Axos Financial, Inc.
-0.5%
-$1,430.14 
SCHF Schwab International Equity ETF
-0.48%
-$11,910.21 
CGDV Capital Group Dividend Value ETF
-0.48%
-$27,294.08 
VEA Vanguard FTSE Developed Markets ETF
-0.48%
-$12,341.01 
TILT FlexShares Morningstar U.S. Market Factor Tilt ETF
-0.47%
-$6,183.77 
DIS The Walt Disney Company
-0.46%
-$1,326.67 
RPG Invesco S&P 500 Pure Growth ETF
-0.46%
-$10,022.22 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.45%
-$2,385.05 
WM Waste Management Inc.
-0.45%
-$1,037.37 
IWV iShares Russell 3000 ETF
-0.45%
-$1,100.87 
DAC Danaos Corporation
-0.44%
-$4,363.1 
FLEX Flex Ltd.
-0.44%
-$829.6 
VOO Vanguard S&P 500 ETF
-0.43%
-$138,693.95 
KLAC KLA Corporation
-0.43%
-$1,289.6 
IVV iShares Core S&P 500 ETF
-0.43%
-$7,212.49 
IWR iShares Russell Mid-Cap ETF
-0.43%
-$2,099.02 
SPY State Street SPDR S&P 500 ETF Trust
-0.42%
-$9,418.5 
WELL Welltower Inc.
-0.42%
-$1,112.52 
IJR iShares Core S&P Small-Cap ETF
-0.42%
-$90,176.21 
BNY Bank of New York Mellon Corp.
-0.42%
-$949.16 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.42%
-$978.67 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.41%
-$14,417.06 
IJS iShares S&P Small-Cap 600 Value ETF
-0.41%
-$1,282.93 
GOOG Alphabet Inc
-0.41%
-$14,548.93 
PLD Prologis, Inc.
-0.41%
-$825.24 
SECT Main Sector Rotation ETF
-0.41%
-$9,914.23 
ACVF American Conservative Values ETF
-0.4%
-$1,086.6 
SCHX Schwab U.S. Large-Cap ETF
-0.4%
-$4,997.44 
LIN Linde plc
-0.4%
-$1,845.74 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.4%
-$161,594.62 
SCHA Schwab U.S. Small-Cap ETF
-0.4%
-$2,258.75 
VTI Vanguard Total Stock Market ETF
-0.4%
-$14,186.29 
STT State Street Corporation Common Stock
-0.39%
-$821.6 
IWM iShares Russell 2000 ETF
-0.39%
-$6,248.86 
CGGO Capital Group Global Growth Equity ETF
-0.39%
-$1,335.31 
IWB iShares Russell 1000 ETF
-0.39%
-$1,325.73 
FLCC Federated Hermes MDT Large Cap Core ETF
-0.38%
-$1,658.02 
XCCC BondBloxx CCC Rated USD High Yield Corporate Bond ETF
-0.38%
-$3,075.37 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.37%
-$2,110.48 
NEE NextEra Energy Inc.
-0.37%
-$1,515.6 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.37%
-$65,169.86 
MAGS Roundhill Magnificent Seven Fund
-0.36%
-$2,494.92 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.36%
-$3,991.65 
CMCSA Comcast Corp. Class A Common Stock
-0.34%
-$1,941.47 
FNDF Schwab Fundamental International Equity ETF
-0.33%
-$2,402.75 
GROZ Zacks Focus Growth ETF
-0.31%
-$951.49 
IXUS iShares Core MSCI Total International Stock ETF
-0.31%
-$8,938.17 
INTL Main International ETF
-0.31%
-$1,129.59 
HEQT Simplify Hedged Equity ETF
-0.3%
-$11,122.86 
SMIZ Zacks Small/Mid Cap ETF
-0.3%
-$742.11 
DFIV Dimensional International Value ETF
-0.29%
-$1,268.19 
IUSG iShares Core S&P U.S. Growth ETF
-0.29%
-$4,925.25 
BMAY Innovator U.S. Equity Buffer ETF - May
-0.28%
-$590.42 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.28%
-$686.54 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$1,864.38 
VUG Vanguard Morningstar Growth ETF
-0.28%
-$2,629.34 
QLC FlexShares US Quality Large Cap Index Fund
-0.27%
-$4,085.15 
VOOG Vanguard S&P 500 Growth ETF
-0.27%
-$2,503.12 
TT Trane Technologies plc
-0.27%
-$730.84 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.27%
-$861.08 
KORP American Century Diversified Corporate Bond ETF
-0.26%
-$9,468.18 
BUFR FT Vest Laddered Buffer ETF
-0.25%
-$1,610.63 
PHYL PGIM Active High Yield Bond ETF
-0.25%
-$3,342.8 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.25%
-$12,136.8 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.24%
-$9,160.87 
XLRE State Street Real Estate Select Sector SPDR ETF
-0.23%
-$607.1 
AVUV Avantis U.S. Small Cap Value ETF
-0.23%
-$3,626.56 
IWF iShares Russell 1000 Growth ETF
-0.23%
-$2,152.95 
HYFI AB High Yield ETF
-0.22%
-$2,358.56 
EVTR Eaton Vance Total Return Bond ETF
-0.21%
-$13,371.75 
IWY iShares Russell Top 200 Growth ETF
-0.21%
-$271,970.4 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.21%
-$404.25 
CGGR Capital Group Growth ETF
-0.2%
-$591.3 
VWO Vanguard FTSE Emerging Markets ETF
-0.19%
-$4,566.76 
SPEM SPDR Portfolio Emerging Markets ETF
-0.19%
-$25,161.99 
DFCF Dimensional Core Fixed Income ETF
-0.18%
-$544.73 
BUFP PGIM Laddered S&P 500 Buffer 12 ETF
-0.18%
-$3,391.56 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.18%
-$34,122.24 
ETN Eaton Corporation plc
-0.17%
-$890.87 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.17%
-$5,197.24 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.17%
-$1,428.3 
NVDA NVIDIA Corporation
-0.16%
-$37,650.99 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.16%
-$373.67 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.15%
-$457.86 
VONG Vanguard Russell 1000 Growth ETF
-0.15%
-$2,889.14 
HTRB Hartford Total Return Bond ETF
-0.15%
-$784.3 
BND Vanguard Total Bond Market ETF
-0.15%
-$4,364.87 
EMBX VanEck Emerging Markets Bond ETF
-0.14%
-$301.49 
VRT Vertiv Holdings Co Class A Common Stock
-0.13%
-$229 
DFGX Dimensional Global ex U.S. Core Fixed Income ETF
-0.13%
-$372.12 
FBND Fidelity Total Bond ETF
-0.12%
-$7,951.9 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$760.88 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.12%
-$697.12 
JBND JPMorgan Active Bond ETF
-0.12%
-$7,414.14 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$360.15 
IUSB iShares Core Universal USD Bond ETF
-0.11%
-$350.5 
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares
-0.1%
-$291.72 
VLUE iShares MSCI USA Value Factor ETF
-0.1%
-$227.05 
SMR NuScale Power Corporation Class A Common Stock
-0.09%
-$98.25 
SIO Touchstone Strategic Income ETF
-0.07%
-$1,403.44 
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF
-0.07%
-$158.2 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.07%
-$188.44 
JUNM FT Vest U.S. Equity Max Buffer ETF - June
-0.07%
-$215.78 
IWP iShares Russell Mid-Cap Growth ETF
-0.06%
-$928.79 
FERG Ferguson Enterprises Inc.
-0.05%
-$318.36 
TSEC Touchstone Securitized Income ETF
-0.03%
-$66.35 
XOVR ERShares Private-Public Crossover ETF
-0.02%
-$132.53 
TFC Truist Financial Corporation
-0.02%
-$66.65 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$36.83 
MBB iShares MBS ETF
-0.01%
-$17.8 Events
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Dividends
Dividend Analysis
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| Trades 2023 | Longs Won 1365/2023 67% | Profit Factor 9.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $496,772.3 |
| Average Win $145,755.05 | Best Trade (Oct 15) $12.49M | Sharpe Ratio -10.86 |
| Average Loss -$33,402.71 | Worst Trade (Oct 23) -$1.11M | Z-Score 9.76 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 2d | Expectancy $87,482.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAP Advance Auto Parts Inc. | 7,587 | $401,388.28 | $354,388.77 | - | -$46,999.51 | -11.71% | +0.043% |
| AAPL Apple Inc. | 56,147 | $12.29M | $19.44M | - | $7.14M | 58.13% | -0.593% |
| ABBV AbbVie Inc. | 8,863 | $1.84M | $2.54M | - | $695,228.9 | 37.78% | +0.316% |
| ACMR ACM Research, Inc. Class A Common Stock | 5,326 | $675,816 | $269,868.42 | - | -$405,947.58 | -60.07% | +3.156% |
| ACN Accenture plc | 2,796 | $812,502.05 | $691,646.52 | - | -$120,855.53 | -14.87% | -4.394% |
| ACVF American Conservative Values ETF | 4,888 | $212,004.75 | $267,666.88 | - | $55,662.13 | 26.26% | -0.404% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 15,656 | $320,444.24 | $323,531.24 | - | $3,087 | 0.96% | -0.265% |
| ADI Analog Devices, Inc. | 814 | $233,858.37 | $317,639.08 | - | $83,780.71 | 35.83% | +1.156% |
| AEP American Electric Power Company, Inc. | 8,819 | $985,229.34 | $1.14M | - | $150,657.86 | 15.29% | -1.408% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,548 | $640,363.11 | $628,632.88 | - | -$11,730.23 | -1.83% | -0.121% |
| AIQ Global X Artificial Intelligence & Technology ETF | 33,549 | $1.76M | $2.09M | - | $335,457.23 | 19.1% | +0.451% |
| ALSN Allison Transmission Holdings, Inc. | 2,731 | $317,617.21 | $290,482.81 | - | -$27,134.4 | -8.54% | -2.925% |
| AMAT Applied Materials Inc. | 1,309 | $583,876 | $496,908.84 | - | -$86,967.16 | -14.89% | +1.073% |
| AMD Advanced Micro Devices Inc. | 6,088 | $833,588.59 | $3.15M | - | $2.31M | 277.47% | +1.756% |
| AME AMETEK, Inc. | 870 | $210,491 | $208,739.1 | - | -$1,751.9 | -0.83% | +0.465% |
| AMGN Amgen Inc. Common Stock | 2,418 | $711,186.66 | $1.07M | - | $355,296.42 | 49.96% | -1.391% |
| AMZN Amazon.com Inc | 29,366 | $6.06M | $7.32M | - | $1.26M | 20.74% | -0.507% |
| ANET Arista Networks Inc. | 2,161 | $253,052.62 | $373,010.21 | - | $119,957.59 | 47.4% | +0.9% |
| APA APA Corporation | 18,161 | $770,752.55 | $940,194.97 | - | $169,442.42 | 21.98% | +4.713% |
| APH Amphenol Corp. Class A Common Stock | 7,344 | $244,487.6 | $545,255.28 | - | $300,767.68 | 123.02% | +1.615% |
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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 - $5.27M, First Trust Value Line Dividend Index Fund - $3.3M, iShares Russell Top 200 Growth ETF - $2.52M, Xtrackers MSCI EAFE Hedged Equity ETF - $1.9M, and State Street Technology Select Sector SPDR ETF - $1.84M. 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. Common Stock - $175,804.7, Tencent Music Entertainment Group ADR - $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 $25.58M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $3.78M, PIMCO Multisector Bond Active Exchange-Traded Fund - $1.48M, Fidelity High Dividend ETF - $1.31M, Eaton Vance Total Return Bond ETF - $1.19M, and First Trust Value Line Dividend Index Fund - $1.02M. 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.
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