Fund HoldingsVirtus Wealth Solutions LLC

Total Portfolio Value
$526.77M
Total Bought
$140.26M
Total Sold
$134.12M
Net Transaction
+$6.14M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)087,572+87,572024,9944.74%+24,994
CIENA CORP(CIEN)073,701+73,701017,2363.27%+17,236
SPDR S&P 500 ETF TR(SPY)4,96227,214+22,2523,30518,5583.52%+15,253
FIRST TR EXCHANGE-TRADED FD086,212+86,212012,2532.33%+12,253
ALPHABET INC(GOOG)035,984+35,984011,2632.14%+11,263
TERADYNE INC(TER)050,247+50,24709,7261.85%+9,726
CARPENTER TECHNOLOGY CORP(CRS)029,993+29,99309,4431.79%+9,443
SPDR SERIES TRUST
ST STR SP BIOT
075,205+75,20509,1701.74%+9,170
ISHARES TR026,721+26,72106,5781.25%+6,578
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
29,008119,450+90,4421,9518,2981.58%+6,347
ELI LILLY & CO(LLY)03,000+3,00003,2240.61%+3,224
UNITED AIRLS HLDGS INC(UAL)026,005+26,00502,9080.55%+2,908
BROADCOM INC(AVGO)83,62486,512+2,88827,58829,9425.68%+2,354
MONGODB INC(MDB)1,7656,854+5,0895482,8770.55%+2,329
VIAVI SOLUTIONS INC(VIAV)0107,500+107,50001,9160.36%+1,916
URBAN OUTFITTERS INC(URBN)017,400+17,40001,3100.25%+1,310
LUMENTUM HLDGS INC(LITE)02,930+2,93001,0800.21%+1,080
VIKING HOLDINGS LTD(VIK)015,000+15,00001,0710.20%+1,071
VANGUARD INDEX FDS3,4843,999+5152,1332,5080.48%+375
PALANTIR TECHNOLOGIES INC(PLTR)4,2896,379+2,0907821,1340.22%+351
FIRST TR EXCHANGE-TRADED FD
DORSY WRGH VLU
309,440297,788-11,65210,39810,6422.02%+244
APPLOVIN CORP(APP)7611,152+3915477760.15%+229
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
06,594+6,59402260.04%+226
DIREXION SHS ETF TR
DA 500 BU 3X ETF
0912+91202010.04%+201
JPMORGAN CHASE & CO.(JPM)12,20712,488+2813,8514,0240.76%+173
VANECK ETF TRUST
MRNGSTR WDE MOAT
262,300252,532-9,76825,99726,1524.96%+156
ADVISORSHARES TR
DORSY FSM ALCP
1,531,2131,524,435-6,77867,20067,33512.78%+135
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
142,967143,975+1,0088,5658,6281.64%+63
VANGUARD INDEX FDS1,7581,906+1485776390.12%+62
EXXON MOBIL CORP2,7352,748+133083310.06%+22
FIDELITY MERRIMACK STR TR12,81413,173+3596436620.13%+18
FIDELITY MERRIMACK STR TR13,29913,673+3745785940.11%+15
FIDELITY MERRIMACK STR TR12,05412,416+3625795940.11%+15
PROSHARES TR
S&P 500 DV ARIST
9,0329,089+579319460.18%+15
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
9,4299,567+1384324390.08%+7
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
5,5975,594-33473520.07%+5
ALPS ETF TR
SECTR DIV DOGS
6,2456,302+573763810.07%+5
FIRST TR EXCHANGE-TRADED FD
SHS
18,19518,298+1038418430.16%+2
BERKSHIRE HATHAWAY INC DEL1,1491,144-55785750.11%-3
374WATER INC22,0670-22,06760-6
INVESCO EXCH TRADED FD TR II14,22614,305+791,0451,0220.19%-24
ISHARES TR53,41353,300-1134,4194,2550.81%-163
FIRST TR EXCHANGE TRADED FD
DORSEYWRIGHT MOM
235,649223,587-12,0629,4719,2881.76%-183
FIRST TR EXCHANGE-TRADED FD112,317111,103-1,21410,51710,2781.95%-239
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
1,1100-1,1102620-262
SINTX TECHNOLOGIES INC94,92810,000-84,928388390.01%-350
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
15,1930-15,1934200-420
SNOWFLAKE INC(SNOW)1,9000-1,9004290-429
MICROSOFT CORP(MSFT)16,61516,300-3158,6067,8831.50%-723
ADVISORSHARES TR
DORSY FSM US
1,589,5261,579,331-10,19586,33785,61016.25%-726
NVIDIA CORPORATION(NVDA)278,896274,087-4,80952,03651,1179.70%-919
ARISTA NETWORKS INC(ANET)10,6990-10,6991,5590-1,559
CELSIUS HLDGS INC(CELH)36,0000-36,0002,0700-2,070
APPLE INC(AAPL)15,7725,966-9,8064,0161,6220.31%-2,394
NEBIUS GROUP N.V.(NBIS)34,4800-34,4803,8710-3,871
SOFI TECHNOLOGIES INC(SOFI)179,6050-179,6054,7450-4,745
DOORDASH INC(DASH)22,9790-22,9796,2500-6,250
FIRST TR EXCHANGE-TRADED FD
DORSY WR MOMNT
198,9640-198,9647,0540-7,054
COREWEAVE INC(CRWV)53,9390-53,9397,3820-7,382
ASTERA LABS INC(ALAB)40,9420-40,9428,0160-8,016
SANDISK CORP(SNDK)101,7822,256-99,52611,4205360.10%-10,884
ROBINHOOD MKTS INC(HOOD)77,3410-77,34111,0740-11,074
FIRST TR EXCHANGE-TRADED FD85,9250-85,92512,1250-12,125
INVESCO QQQ TR113,50389,073-24,43068,14454,71910.39%-13,425
META PLATFORMS INC(META)25,694338-25,35618,8692230.04%-18,646
GE VERNOVA INC(GEV)32,537537-32,00020,0073510.07%-19,657
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