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Asset Manager ← All Institutions

Virtu Financial LLC

Q4 2025 · Filed 2026-02-23
Market Value
$2.5B
+46.8%
Holdings
2,080
+131
New Purchases
880
Added To
247
Closed
744
Reduced
209
Top 10 Concentration
55.0%
Turnover
78.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 23.28% 0.71% +22.56% $583M
GLD 18.97% 0.00% +18.97% $475M
BMNR 1.00% 0.03% +0.97% $25M
LLYVA 0.89% 0.00% +0.89% $22M
MSTR 0.70% 0.20% +0.50% $17M
CRWV 0.48% 0.00% +0.48% $12M
NOW 0.49% 0.06% +0.43% $12M
HD 0.44% 0.10% +0.34% $11M
BITW 0.28% 0.00% +0.28% $7M
SNV 0.28% 0.00% +0.28% $7M
WTRG 0.28% 0.00% +0.28% $7M
ETHA 0.28% 0.00% +0.28% $7M
RIOT 0.27% 0.00% +0.27% $7M
ETN 0.24% 0.00% +0.24% $6M
TSLL 0.24% 0.00% +0.24% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BRK-A 6.87% 13.14% -6.26% $172M
AMZN 0.00% 2.49% -2.49% $0
MSFT 0.00% 1.83% -1.83% $0
UNH 0.47% 2.27% -1.79% $12M
APP 0.15% 1.60% -1.45% $4M
ZG 0.00% 1.28% -1.28% $0
SMR 0.12% 1.22% -1.10% $3M
VOO 0.00% 0.96% -0.96% $0
QBTS 0.00% 0.93% -0.93% $0
AVGO 0.00% 0.88% -0.88% $0
AAPL 0.00% 0.84% -0.84% $0
META 0.00% 0.82% -0.82% $0
BITB 0.02% 0.81% -0.79% $493K
XLC 0.00% 0.76% -0.76% $0
NFLX 0.00% 0.66% -0.66% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 46 $842M 33.6%
Large Cap 499 $1.1B 43.7%
Mid Cap 434 $284M 11.4%
Small Cap 495 $166M 6.6%
Micro Cap 606 $117M 4.7%

Portfolio Analytics

Avg Market Cap
$29.5B
Median Market Cap
$1.6B
Avg P/E
32.1
Median P/E
20.8
Avg Dividend Yield
0.04%
Avg Beta
1.07
# Stocks
1,786
# ETFs / Funds
294

Top Holdings (2,080 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GOOGL 23.28% 1,861,982 $583M $313.00 $571M +1,811,888 +3617.0%
2 GLD 18.97% 1,198,436 $475M $396.31 +1,198,436 NEW
3 BRK-A 6.87% 228 $172M $754,798.25 -$52M -69 -23.2%
4 FOX 1.64% 632,812 $41M $64.93 $9M +66,948 +11.8%
5 BMNR 1.00% 923,673 $25M $27.15 $25M +912,953 +8516.4%
6 LLYVA 0.89% 273,429 $22M $81.50 +273,429 NEW
7 MSTR 0.70% 114,731 $17M $151.95 $14M +104,389 +1009.4%
8 IBIT 0.69% 349,278 $17M $49.65 $6M +180,823 +107.3%
9 SPXL 0.49% 55,957 $12M $220.60 $5M +20,544 +58.0%
10 NOW 0.49% 79,996 $12M $153.20 $11M +78,852 +6892.7%
11 CRWV 0.48% 166,274 $12M $71.61 +166,274 NEW
12 UNH 0.47% 35,995 $12M $330.10 -$27M -75,882 -67.8%
13 PFE 0.47% 477,207 $12M $24.90 $5M +222,761 +87.5%
14 VZ 0.44% 270,003 $11M $40.73 $7M +179,934 +199.8%
15 HD 0.44% 31,690 $11M $344.08 $9M +27,585 +672.0%
16 OKLO 0.33% 113,511 $8M $71.76 -$2M +20,236 +21.7%
17 JNUG 0.32% 38,572 $8M $206.55 $3M +5,915 +18.1%
18 COST 0.31% 9,058 $8M $862.22 -$3M -2,895 -24.2%
19 FETH 0.31% 258,676 $8M $29.61 $6M +219,943 +567.8%
20 BITW 0.28% 119,572 $7M $58.76 +119,572 NEW
21 SNV 0.28% 139,339 $7M $50.05 +139,339 NEW
22 WTRG 0.28% 181,511 $7M $38.36 +181,511 NEW
23 ETHA 0.28% 308,945 $7M $22.43 +308,945 NEW
24 RIOT 0.27% 541,527 $7M $12.67 +541,527 NEW
25 NUGT 0.26% 35,648 $7M $183.85 $6M +30,151 +548.5%
26 SPUU 0.26% 35,007 $6M $184.11 $5M +26,163 +295.8%
27 T 0.25% 253,763 $6M $24.84 $3M +138,656 +120.5%
28 ETN 0.24% 18,953 $6M $318.52 +18,953 NEW
29 QTEC 0.24% 26,012 $6M $230.20 $1M +6,046 +30.3%
30 KHC 0.24% 245,426 $6M $24.25 $5M +199,460 +433.9%
31 TSLL 0.24% 309,406 $6M $19.11 +309,406 NEW
32 CYBR 0.23% 13,173 $6M $446.06 -$4M -7,799 -37.2%
33 NWSA 0.23% 218,830 $6M $26.12 -$3M -50,914 -18.9%
34 ET 0.23% 344,370 $6M $16.49 +344,370 NEW
35 KMB 0.22% 53,442 $5M $100.89 $4M +45,322 +558.1%
36 PG 0.21% 36,364 $5M $143.30 $3M +24,392 +203.7%
37 OUNZ 0.20% 122,777 $5M $41.48 +122,777 NEW
38 ARGX 0.20% 6,041 $5M $840.92 +6,041 NEW
39 JFLX 0.20% 99,391 $5M $50.22 +99,391 NEW
40 ARM 0.20% 44,829 $5M $109.30 +44,829 NEW
41 SMCI 0.19% 164,470 $5M $29.27 +164,470 NEW
42 DE 0.19% 10,319 $5M $465.55 -$2M -4,857 -32.0%
43 RBLX 0.19% 58,101 $5M $81.03 +58,101 NEW
44 URA 0.19% 109,533 $5M $42.73 $3M +83,023 +313.2%
45 RSG 0.18% 20,793 $4M $211.90 $3M +14,809 +247.5%
46 AXP 0.17% 11,758 $4M $369.96 +11,758 NEW
47 VST 0.17% 26,937 $4M $161.34 -$454K +2,438 +9.9%
48 ROK 0.17% 11,146 $4M $389.11 +11,146 NEW
49 DUOL 0.17% 24,397 $4M $175.51 +24,397 NEW
50 BBAI 0.17% 788,653 $4M $5.40 $3M +644,220 +446.0%
51 LITE 0.17% 11,552 $4M $368.59 +11,552 NEW
52 CVNA 0.17% 10,084 $4M $422.05 +10,084 NEW
53 PYPL 0.17% 71,786 $4M $58.38 $269K +13,299 +22.7%
54 FEX 0.17% 35,266 $4M $118.61 $3M +27,688 +365.4%
55 GNRC 0.17% 30,377 $4M $136.39 $1M +14,321 +89.2%
56 SGOL 0.16% 100,320 $4M $41.08 +100,320 NEW
57 LYB 0.16% 93,876 $4M $43.30 $3M +63,854 +212.7%
58 LILA 0.16% 545,753 $4M $7.39 -$8M -866,077 -61.3%
59 AMT 0.16% 22,964 $4M $175.58 -$657K -1,417 -5.8%
60 TZA 0.16% 533,377 $4M $7.51 $4M +499,052 +1453.9%
61 DEO 0.16% 46,086 $4M $86.27 $2M +21,853 +90.2%
62 MDB 0.16% 9,399 $4M $419.62 $3M +6,884 +273.7%
63 GS 0.15% 4,406 $4M $879.03 +4,406 NEW
64 APP 0.15% 5,719 $4M $673.72 -$24M -32,357 -85.0%
65 GBTC 0.15% 55,584 $4M $68.36 $2M +32,573 +141.6%
66 SPXC 0.15% 18,981 $4M $200.04 +18,981 NEW
67 NOC 0.15% 6,474 $4M $570.13 $3M +5,783 +836.9%
68 FVD 0.15% 79,001 $4M $46.08 $953K +20,884 +35.9%
69 UPS 0.14% 36,420 $4M $99.18 $3M +29,015 +391.8%
70 FNGG 0.14% 17,508 $4M $206.25 -$893K -1,058 -5.7%
71 SPOT 0.14% 6,160 $4M $580.68 +6,160 NEW
72 RCL 0.14% 12,635 $4M $278.91 $3M +10,714 +557.7%
73 ADI 0.14% 12,821 $3M $271.20 +12,821 NEW
74 CMA 0.14% 39,434 $3M $86.93 +39,434 NEW
75 YNDX 0.14% 40,609 $3M $83.70 $2M +31,588 +350.2%
76 TECL 0.13% 28,660 $3M $117.48 $3M +26,137 +1036.0%
77 NXPI 0.13% 15,295 $3M $217.06 +15,295 NEW
78 MO 0.13% 57,123 $3M $57.67 +57,123 NEW
79 QS 0.13% 315,454 $3M $10.42 +315,454 NEW
80 TMDX 0.13% 26,949 $3M $121.64 $3M +22,202 +467.7%
81 TEM 0.13% 54,797 $3M $59.05 $2M +43,490 +384.6%
82 LMND 0.13% 45,145 $3M $71.17 $2M +18,929 +72.2%
83 TTD 0.13% 83,027 $3M $37.96 +83,027 NEW
84 ALLW 0.13% 114,489 $3M $27.49 +114,489 NEW
85 KO 0.12% 44,765 $3M $69.90 -$342K -7,573 -14.5%
86 SMR 0.12% 219,491 $3M $14.17 -$18M -359,862 -62.1%
87 MPC 0.12% 18,400 $3M $162.61 +18,400 NEW
88 RACE 0.12% 8,005 $3M $369.52 +8,005 NEW
89 DPZ 0.12% 7,083 $3M $416.77 +7,083 NEW
90 DELL 0.12% 23,277 $3M $125.88 +23,277 NEW
91 SBUX 0.12% 34,768 $3M $84.22 +34,768 NEW
92 0HQN.L 0.12% 11,487 $3M $250.98 +11,487 NEW
93 DOW 0.11% 121,839 $3M $23.38 $2M +84,849 +229.4%
94 AXSM 0.11% 15,573 $3M $182.62 +15,573 NEW
95 APLD 0.11% 115,953 $3M $24.52 -$346K -23,068 -16.6%
96 A 0.11% 20,842 $3M $136.07 +20,842 NEW
97 VNQ 0.11% 31,866 $3M $88.50 +31,866 NEW
98 APD 0.11% 11,277 $3M $247.05 -$1M -3,580 -24.1%
99 CRS 0.11% 8,829 $3M $314.87 +8,829 NEW
100 NSC 0.11% 9,624 $3M $288.65 $2M +7,179 +293.6%

New Positions

SymbolValue% Port
GLD $475M 18.97%
LLYVA $22M 0.89%
CRWV $12M 0.48%
BITW $7M 0.28%
SNV $7M 0.28%
WTRG $7M 0.28%
ETHA $7M 0.28%
RIOT $7M 0.27%
ETN $6M 0.24%
TSLL $6M 0.24%
ET $6M 0.23%
OUNZ $5M 0.20%
ARGX $5M 0.20%
JFLX $5M 0.20%
ARM $5M 0.20%

Sold Out Positions

SymbolValue% Port
ALI1.DE —%
AME —%
PAC —%
NVT —%
AMP —%
IBP —%
ARCO —%
ATR —%
AIR —%
CB —%
UNFI —%
LYV —%
ASX —%
DECK —%
HRTG —%
View SEC EDGAR Filings for Virtu Financial LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms