Fund Holdings — Virtue Capital Management, LLC

Total Portfolio Value
$1.18B
Total Bought
$904.59M
Total Sold
$662.90M
Net Transaction
+$241.69M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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SPDR S&P 500 ETF
ST STR P500GRW
10,07475,887+65,81355751,8444.41%+51,286
SPDR S&P 500 ETF(SPY)13,21675,887+62,6711,38151,8444.41%+50,463
FIRST TRUST SENIOR LOAN ETF
SENIOR LN FD
17,704688,784+671,08021231,6222.69%+31,410
FIRST TRUST SENIOR LOAN ETF(F)7,741688,784+681,0431,19831,6222.69%+30,425
INVSC QQQ TRUST SRS 1 ETF8,97148,429+39,45821129,6932.52%+29,481
INVSC QQQ TRUST SRS 1 ETF
APTUS INT ENH YL
28248,429+48,14727329,6932.52%+29,420
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
2,426583,761+581,33529729,5442.51%+29,247
JANUS HENDERSON AAA CLO ETF(LAMR)1,039583,761+582,72231629,5442.51%+29,228
VANECK IG FLOATING RATE ETF
IG FLOA RATE ETF
8,3501,161,111+1,152,76150029,5972.51%+29,096
ISHARES 7-10 YEAR TRSURYBOND ETF13,020287,995+274,9751,36527,6712.35%+26,306
ISHARES 7-10 YEAR TRSURYBOND ETF3,462287,995+284,5332,31727,6712.35%+25,353
VANECK IG FLOATING RATE ETF52,8701,161,111+1,108,2416,37129,5972.51%+23,226
VANGUARD S&P 500 ETF
VNG RUS2000GRW
3,31337,305+33,9921,08723,4391.99%+22,352
MAIN BUYWRITE ETF
MAIN BUYWRITE
861,240,039+1,239,95320117,7081.50%+17,507
MAIN BUYWRITE ETF(MELI)7371,240,039+1,239,30222117,7081.50%+17,486
ST STERT SPDR BLMBG 1 3 MN T BL ETF(SPGI)11,531190,602+179,07129617,4251.48%+17,128
ST STERT SPDR BLMBG 1 3 MN T BL ETF
ST STR BLO 1 ETF
827190,602+189,77540317,4251.48%+17,022
NNN REIT INC REIT3,65198,814+95,16351316,9701.44%+16,457
VANGUARD S&P 500 ETF30,58337,305+6,7227,15023,4391.99%+16,289
NVIDIA CORP(NVDA)21,97184,858+62,88793316,0251.36%+15,092
INVSC S P 500 EQUAL WEIGHT ETF3,46289,822+86,3602,31717,3231.47%+15,006
MICROSOFT CORP(MSFT)8,58621,670+13,08436610,2490.87%+9,883
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
93877,578+76,6402369,4210.80%+9,185
VANGUARD RUSSELL 1000 GROWTH ETF(VRSK)1,39877,578+76,1803679,4210.80%+9,054
ISHARES BIOTECHNOLOGY ETF053,414+53,41409,0270.77%+9,027
FIRST TR CONS DSCRTNRY ALPHADEX ETF
CONSUMR DISCRE
0105,793+105,79307,3020.62%+7,302
FIRST TRUST TECHNOLOGY ALPHADEX ETF1,00243,517+42,5152257,3640.63%+7,138
FIRST TRUST TECHNOLOGY ALPHADEX ETF
TECH ALPHADEX
1,00243,517+42,5152257,3640.63%+7,138
ISHARES ULTRA SHRT DUR BD ACT ETF
ULTRA SHORT DUR
3,118148,469+145,3514057,5100.64%+7,104
STE STRT COMTN SR SLCT SCTR SPDR ETF(CRS)6,21463,809+57,5953717,4590.63%+7,088
ISHARES ULTRA SHRT DUR BD ACT ETF(KKR)54,342148,469+94,1275727,5100.64%+6,938
FIRST TR INDL PROD DRBL ALPHADEX ETF(ET)7,89490,812+82,9185367,3920.63%+6,856
FIRST TR INDL PROD DRBL ALPHADEX ETF
INDLS PROD DUR
33,90790,812+56,9055827,3920.63%+6,810
ISHARES RUSSELL 2000 ETF026,923+26,92306,6980.57%+6,698
ISHARES RUSSELL 2000 ETF026,923+26,92306,6980.57%+6,698
STATE STRT CONS DSRY SLTSE SP ETF IV
ST STR DISCR ETF
054,208+54,20806,4160.55%+6,416
APPLE INC(AAPL)25,93443,316+17,3825,69411,7391.00%+6,045
STE STRT COMTN SR SLCT SCTR SPDR ETF
ST STR SVC ETF
6,16963,809+57,6401,5157,4590.63%+5,945
AMAZON.COM INC(AMZN)1,73827,207+25,4693566,1620.52%+5,807
VANGUARD RUSSELL 2000 GROWTH ETF
VNG RUS2000GRW
3,31324,113+20,8001,0875,7610.49%+4,674
VANGUARD RUSSELL 2000 GROWTH ETF28,04924,113-3,9361,2335,7610.49%+4,528
VANGUARD FTSE ALL WORLD EX US ETF3,06763,924+60,8573274,7740.41%+4,448
ISHARES TOTAL US STOCK MARKET ETF2,09329,290+27,1972594,3690.37%+4,110
ALPHABET INC CLASS CLASS A(GOOG)2,14714,670+12,5236654,6230.39%+3,958
VANGUARD RUSSELL 2000 VALUE ETF6,77525,173+18,3984534,0560.34%+3,602
MAIN SECTOR ROTATION ETF
MAIN SECTR ROTN
4,54359,807+55,2643743,8650.33%+3,491
VANGUARD FTSE ALL WORLD EX US ETF(VLTO)12,94463,924+50,9801,3344,7740.41%+3,440
ISHARES TOTAL US STOCK MARKET ETF1,37129,290+27,9199364,3690.37%+3,433
ISHARES BRD USD INV GRD CORP BD ETF065,790+65,79003,4050.29%+3,405
BROADCOM INC
FT LADD BUFF ETF
17,27811,166-6,1125773,8820.33%+3,304
BROADCOM INC(AVGO)17,27811,166-6,1125773,8820.33%+3,304
INVESCO NASDAQ 100 ETF(IBKR)2,23713,887+11,6504393,5060.30%+3,067
ISHARES 20 PLS YEAR TREASURY BND ETF2,09337,992+35,8992593,3060.28%+3,048
MAIN SECTOR ROTATION ETF(MET)82459,807+58,9839883,8650.33%+2,877
META PLATFORMS INC CLASS A(NET)8475,463+4,6167843,5530.30%+2,769
INVESCO SENIOR LOAN ETF(IBM)176,485179,674+3,1891,0713,7750.32%+2,704
JPMORGAN CHASE & CO(JPM)6959,661+8,9665303,1450.27%+2,614
INVESCO SENIOR LOAN ETF
SR LN ETF
4,569179,674+175,1051,2893,7750.32%+2,486
ISHARES HIGH YIELD CORPORAT BOND ETF7,49179,572+72,0811,0933,4140.29%+2,321
ISHARES HIGH YIELD CORPORAT BOND ETF
0-5YR HI YL CP
7,49179,572+72,0811,0933,4140.29%+2,321
LUMENTUM HLDGS INC(MDY)5756,412+5,8372132,4760.21%+2,263
VANGUARD S&P 500 VALUE ETF80612,478+11,6723872,5660.22%+2,179
ST SRT SPDR PRTFL AGRGT BD ET ETF IV
ST STR PO EX ETF
20,947148,411+127,4641,6893,8200.32%+2,131
VANGUARD INTERMEDIATE TERM COR ETF80629,862+29,0563872,5010.21%+2,114
TESLA INC(TSLA)4,1497,471+3,3221,1593,2730.28%+2,114
STATE STRT UTLTES SLET SCTR SPDR ETF11,64253,381+41,7392592,3050.20%+2,046
SCHWAB US TIPS ETF2,55186,732+84,1812572,2970.20%+2,040
ISHARES US FINANCIALS ETF015,515+15,51502,0120.17%+2,012
LAM RESH CORP(LITE)10,6728,437-2,2358992,8500.24%+1,951
GE AEROSPACE
INDLS PROD DUR
33,9077,687-26,2205822,4660.21%+1,884
META PLATFORMS INC CLASS A(META)7,9625,463-2,4991,7093,5530.30%+1,845
CORNING INC(GLW)10,17123,353+13,1823612,1170.18%+1,756
ISHARES US HEALTHCARE ETF026,696+26,69601,7450.15%+1,745
ISHARES US HEALTHCARE ETF026,696+26,69601,7450.15%+1,745
ADVANCED MICRO DEVIC
APTUS COLLRD INV
8318,250+7,4192271,8440.16%+1,617
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
ST STR PO EX ETF
20,94773,092+52,1451,6893,2840.28%+1,595
INNOVATOR US EQY ULTRA BUFFER ETF
US EQTY ULTRA B
040,063+40,06301,5900.14%+1,590
INTERACTIVE BROKERS GROUCLASS CLASS A(IBKR)2,23729,872+27,6354392,0080.17%+1,569
STE SRT CNSR STPLS SLCT SEC SPDR ETF
ST STR P500ETF
13,06127,543+14,4825752,1400.18%+1,565
VANGUARD SHORT TERM COR BD ETF
SHRT TRM CORP BD
12,24927,767+15,5186642,2150.19%+1,551
CARPENTER TECHNOLOGY COR(CRS)6,2145,663-5513711,9160.16%+1,545
GRANITESHARES GOLD ETF(BAR)10,00036,302+26,302141,5490.13%+1,535
SPDR GOLD SHARES ETF(GLD)3,4264,870+1,4444151,9400.16%+1,525
CIENA CORP(CMG)11,3477,301-4,0463571,7960.15%+1,440
ISHARES US INDUSTRIALS ETF(KO)1,20212,948+11,7465071,9440.17%+1,436
VISA INC CLASS CLASS A
ST STR INDL ETF
1,4314,748+3,3172131,6450.14%+1,432
ISHARES 0 1 YEAR TREASURY BOND ETF
APTUS ENHANCED
1,44315,009+13,5662311,6540.14%+1,423
ISHARES 0 1 YEAR TREASURY BOND ETF11,64215,009+3,3672591,6540.14%+1,394
ISHARES CORE S&P 500 ETF20,1842,769-17,4155151,9000.16%+1,385
NEOS NASDAQ 100 HIGH INCOME ETF(MELI)73729,837+29,1002211,6040.14%+1,383
NEOS NASDAQ 100 HIGH INCOME ETF
NASDAQ 100 HIGH
73729,837+29,1002211,6040.14%+1,383
SCHWAB US TIPS ETF1,37186,732+85,3619362,2970.20%+1,360
CIENA CORP(CIEN)11,2397,301-3,9384401,7960.15%+1,356
WARNER BROS DISCOVERY INTENDER OFFER EXP: 01/21/26(WBD)047,296+47,29601,3480.11%+1,348
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
31,42913,887-17,5422,1633,5060.30%+1,343
ISHARES US INDUSTRIALS ETF9,34212,948+3,6066201,9440.17%+1,324
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
9474,292+3,3452821,6020.14%+1,320
ADVANCED MICRO DEVIC(AMD)12,2288,250-3,9785311,8440.16%+1,313
COHERENT CORP(COHR)8,5638,137-4262761,5810.13%+1,306
ENERGY TRANSFER L P LP4,26089,253+84,9932451,4810.13%+1,236
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Virtue Capital Management, LLC — 13F Holdings — Q4 2025 | TickerTrail