Fund HoldingsVirtus Wealth Solutions LLC

Total Portfolio Value
$329.55M
Total Bought
$9.19M
Total Sold
$89.03M
Net Transaction
-$79.84M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
META PLATFORMS INC(META)10,69612,779+2,0836,2637,3662.24%+1,103
FIRST TR EXCHANGE-TRADED FD
DORSY WR MOMNT
206,526204,474-2,0526,9977,2682.21%+271
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
27,00629,043+2,0371,5971,7000.52%+103
INVESCO EXCH TRADED FD TR II16,74516,816+711,1721,2560.38%+84
BERKSHIRE HATHAWAY INC DEL1,3641,308-566186960.21%+78
FIRST TR VALUE LINE DIVID IN
SHS
16,72917,992+1,2637308020.24%+72
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
4,3495,544+1,1952573040.09%+47
EXXON MOBIL CORP2,6622,686+242863190.10%+33
PROSHARES TR
S&P 500 DV ARIST
8,8948,89408859090.28%+23
JPMORGAN CHASE & CO.(JPM)12,62112,409-2123,0253,0440.92%+18
FIDELITY MERRIMACK STR TR5,2985,120-1782242200.07%-4
374WATER INC22,06722,06701580.00%-8
FIDELITY MERRIMACK STR TR4,8934,622-2712272170.07%-10
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
9,3389,181-1574324190.13%-13
FIRST TR EXCHANGE-TRADED FD119,933117,355-2,57810,53310,5203.19%-13
FIRST TR EXCHANGE-TRADED FD
DORSEYWRIGHT MOM
243,310242,781-5299,1909,1702.78%-20
FIDELITY MERRIMACK STR TR6,4586,029-4293223020.09%-20
ALPS ETF TR
SECTR DIV DOGS
6,6896,127-5623783560.11%-22
VANGUARD INDEX FDS1,7371,748+115044800.15%-23
ISHARES TR3,0503,05003102830.09%-27
VANGUARD INDEX FDS2,9412,955+141,5841,5190.46%-66
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
18,48815,980-2,5084723990.12%-73
SPDR S&P 500 ETF TR(SPY)4,5304,599+692,6552,5730.78%-82
DIREXION SHS ETF TR
DA 500 BU 3X ETF
3,4663,46605854870.15%-98
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
147,767145,336-2,4318,8328,6972.64%-135
PROSHARES TR
ULTRAPRO QQQ
8,7168,71606904990.15%-190
ISHARES TR53,84053,930+904,0673,8521.17%-214
VISTRA CORP(VST)1,8030-1,8032490-249
APPLE INC(AAPL)15,00615,568+5623,7583,4581.05%-300
FIRST TR EXCHANGE-TRADED FD
DORSY WRGH VLU
326,165323,456-2,7099,5039,1962.79%-307
FIRST TR NAS100 EQ WEIGHTED89,81284,979-4,83311,22310,2773.12%-946
MICROSOFT CORP(MSFT)17,53816,805-7337,3926,3081.91%-1,084
BROADCOM INC(AVGO)12,3619,745-2,6162,8661,6320.50%-1,234
VANECK ETF TRUST
MRNGSTR WDE MOAT
272,452268,259-4,19325,26323,6077.16%-1,656
AMAZON COM INC(AMZN)11,5830-11,5832,5410-2,541
ADVISORSHARES TR
DORSY FSM US
1,618,2041,611,501-6,70377,81974,93522.74%-2,885
MARVELL TECHNOLOGY INC(MRVL)27,4190-27,4193,0280-3,028
VANECK ETF TRUST
SEMICONDUCTR ETF
20,3850-20,3854,9370-4,937
ADVISORSHARES TR
DORSY FSM ALCP
1,575,9471,569,500-6,44763,27458,07117.62%-5,203
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
77,9030-77,9035,2360-5,236
DECKERS OUTDOOR CORP(DECK)28,2020-28,2025,7280-5,728
NVIDIA CORPORATION(NVDA)311,486320,802+9,31641,82934,76810.55%-7,061
ASTERA LABS INC(ALAB)73,89444,700-29,1949,7872,6670.81%-7,120
REDDIT INC(RDDT)51,7020-51,7028,4500-8,450
INVESCO QQQ TR116,32687,361-28,96559,46940,96512.43%-18,504
PALANTIR TECHNOLOGIES INC(PLTR)254,4340-254,43419,2430-19,243
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