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VICUS CAPITAL

476 ROLLING RIDGE DRIVE SUITE 315, STATE COLLEGE, PA 16801 • 814-231-2221

Q2 2025 · Filed 2025-07-18
Market Value
$1.2B
+12.1%
Holdings
279
+26
New Purchases
43
Added To
148
Closed
17
Reduced
63
Top 10 Concentration
55.0%
Turnover
21.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IXUS 1.02% 0.15% +0.87% $12M
PYLD 0.88% 0.19% +0.70% $11M
MSFT 3.12% 2.64% +0.47% $38M
USMV 0.36% 0.00% +0.36% $4M
IVV 17.45% 17.09% +0.36% $210M
ITA 0.36% 0.04% +0.32% $4M
BIL 0.27% 0.00% +0.27% $3M
SPYG 1.78% 1.56% +0.21% $21M
FLQM 0.19% 0.03% +0.16% $2M
SPDW 0.56% 0.42% +0.14% $7M
FCOM 1.56% 1.45% +0.11% $19M
VPLS 0.10% 0.00% +0.10% $1M
MMIT 0.61% 0.51% +0.10% $7M
NVDA 0.53% 0.44% +0.09% $6M
AMZN 0.69% 0.60% +0.08% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQ 0.60% 1.38% -0.78% $7M
UCON 0.04% 0.75% -0.71% $427K
MUB 1.53% 2.03% -0.50% $18M
AGG 3.49% 3.85% -0.36% $42M
KBE 0.00% 0.28% -0.28% $0
FBND 2.61% 2.84% -0.23% $31M
AAPL 0.95% 1.15% -0.20% $11M
IAUM 3.06% 3.23% -0.18% $37M
VOO 1.35% 1.53% -0.18% $16M
BHP 0.91% 1.08% -0.17% $11M
CGMS 0.60% 0.76% -0.16% $7M
CL 0.42% 0.57% -0.16% $5M
SPMO 0.49% 0.61% -0.12% $6M
BOND 1.02% 1.14% -0.12% $12M
FIXD 0.04% 0.16% -0.12% $498K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 90.5%
Technology 4.3%
Communication Services 1.3%
Basic Materials 1.2%
Consumer Cyclical 0.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 59 $364M 30.3%
Large Cap 135 $641M 53.2%
Mid Cap 57 $146M 12.1%
Small Cap 25 $50M 4.1%
Micro Cap 3 $3M 0.3%

Portfolio Analytics

Avg Market Cap
$223.2B
Median Market Cap
$39.5B
Avg P/E
35.8
Median P/E
24.6
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
125
# ETFs / Funds
154

Top Holdings (279 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 17.45% 338,237 $210M $620.90 $26M +11,629 +3.6%
2 IEFA 8.74% 1,260,429 $105M $83.48 $12M +24,396 +2.0%
3 IJH 6.07% 1,177,230 $73M $62.02 $7M +46,589 +4.1%
4 IJR 4.89% 538,466 $59M $109.29 $5M +27,712 +5.4%
5 AGG 3.49% 423,355 $42M $99.20 $671K +5,586 +1.3%
6 MSFT 3.12% 75,428 $38M $497.41 $9M -217 -0.3%
7 IAUM 3.06% 1,114,952 $37M $32.99 $2M +1,384 +0.1%
8 SPYV 2.81% 645,443 $34M $52.34 $4M +60,081 +10.3%
9 RSP 2.74% 181,248 $33M $181.74 $3M +8,472 +4.9%
10 FBND 2.61% 685,273 $31M $45.75 $865K +17,452 +2.6%
11 IEMG 2.38% 477,957 $29M $60.03 $3M +9,129 +1.9%
12 FNCL 1.84% 299,652 $22M $74.04 $2M +7,331 +2.5%
13 SPYG 1.78% 224,198 $21M $95.32 $5M +15,619 +7.5%
14 DGRO 1.61% 303,652 $19M $63.94 $2M +15,469 +5.4%
15 FCOM 1.56% 289,689 $19M $64.81 $3M +12,185 +4.4%
16 MUB 1.53% 176,343 $18M $104.48 -$3M -30,532 -14.8%
17 VOO 1.35% 28,579 $16M $568.03 -$143K -3,288 -10.3%
18 IXUS 1.02% 158,747 $12M $77.31 $11M +135,198 +574.1%
19 BOND 1.02% 132,737 $12M $92.18 $2K +441 +0.3%
20 TOTL 0.96% 287,942 $12M $40.11 $342K +9,783 +3.5%
21 AAPL 0.95% 55,842 $11M $205.17 -$931K +74 +0.1%
22 BHP 0.91% 227,625 $11M $48.09 -$640K -11,067 -4.6%
23 OEF 0.89% 35,339 $11M $304.35 $2M +1,758 +5.2%
24 PYLD 0.88% 399,620 $11M $26.54 $9M +323,820 +427.2%
25 DBEF 0.81% 223,173 $10M $43.75 $501K +9,249 +4.3%
26 VGLT 0.77% 164,718 $9M $56.12 $29K +4,761 +3.0%
27 AMZN 0.69% 37,608 $8M $219.39 $2M +3,540 +10.4%
28 JEPI 0.62% 131,004 $7M $56.85 $196K +4,088 +3.2%
29 MMIT 0.61% 308,869 $7M $23.85 $2M +80,339 +35.1%
30 VUG 0.60% 16,572 $7M $438.39 $897K -600 -3.5%
31 QQQ 0.60% 13,069 $7M $551.64 -$8M -18,542 -58.7%
32 CGMS 0.60% 259,927 $7M $27.62 -$960K -38,223 -12.8%
33 SPDW 0.56% 166,949 $7M $40.49 $2M +42,934 +34.6%
34 IVE 0.54% 33,077 $6M $195.42 $183K +119 +0.4%
35 NVDA 0.53% 40,212 $6M $157.99 $2M -3,061 -7.1%
36 VXF 0.52% 32,216 $6M $192.71 $768K +635 +2.0%
37 VTV 0.50% 33,841 $6M $176.74 $159K +134 +0.4%
38 SPMO 0.49% 51,945 $6M $112.47 -$707K -18,837 -26.6%
39 GOOGL 0.47% 31,992 $6M $176.23 $671K -127 -0.4%
40 CL 0.42% 55,192 $5M $90.90 -$1M -10,677 -16.2%
41 VTI 0.39% 15,578 $5M $303.94 $1M +2,570 +19.8%
42 USMV 0.36% 46,495 $4M $93.87 +46,495 NEW
43 ITA 0.36% 22,970 $4M $188.64 $4M +19,915 +651.9%
44 XMMO 0.36% 33,680 $4M $128.63 $917K +3,662 +12.2%
45 VTEB 0.35% 86,992 $4M $49.03 $913K +19,444 +28.8%
46 NULV 0.33% 96,110 $4M $41.92 $128K -223 -0.2%
47 JMUB 0.33% 81,108 $4M $49.64 $635K +13,284 +19.6%
48 JPM 0.31% 12,980 $4M $289.91 $583K +18 +0.1%
49 IGV 0.31% 33,738 $4M $109.50 $836K +1,613 +5.0%
50 KCE 0.30% 25,039 $4M $144.93 $728K +2,046 +8.9%
51 VCSH 0.30% 44,908 $4M $79.50 $79K +684 +1.6%
52 SPLG 0.29% 48,103 $3M $72.69 $354K +322 +0.7%
53 HYG 0.29% 42,619 $3M $80.65 -$374K -5,686 -11.8%
54 IJT 0.27% 24,383 $3M $133.04 $426K +1,751 +7.7%
55 FENI 0.27% 97,483 $3M $33.26 $398K +1,917 +2.0%
56 BIL 0.27% 35,129 $3M $91.73 +35,129 NEW
57 KIE 0.26% 52,861 $3M $59.74 $34K +1,249 +2.4%
58 USHY 0.26% 82,539 $3M $37.51 $230K +4,690 +6.0%
59 AVUS 0.24% 28,767 $3M $100.82 $468K +2,441 +9.3%
60 ITM 0.20% 53,270 $2M $45.47 $368K +8,136 +18.0%
61 GBIL 0.20% 24,141 $2M $100.15 -$354K -3,528 -12.8%
62 IAU 0.19% 37,386 $2M $62.36 $56K -1,199 -3.1%
63 VYM 0.19% 17,319 $2M $133.31 $250K +1,356 +8.5%
64 FLQM 0.19% 41,041 $2M $54.31 $2M +35,866 +693.1%
65 DSI 0.17% 18,102 $2M $116.16 $299K +493 +2.8%
66 ESGD 0.17% 23,201 $2M $89.22 $137K -459 -1.9%
67 IBD 0.16% 78,007 $2M $24.01 $92K +3,035 +4.0%
68 XOM 0.15% 16,978 $2M $107.80 -$79K +926 +5.8%
69 VCIT 0.15% 21,976 $2M $82.92 $52K +324 +1.5%
70 FNDA 0.15% 63,195 $2M $28.65 $565K +17,736 +39.0%
71 META 0.15% 2,390 $2M $738.02 $392K +9 +0.4%
72 NUSC 0.14% 40,288 $2M $40.74 $121K +641 +1.6%
73 BRK-B 0.14% 3,376 $2M $485.70 -$214K -105 -3.0%
74 T 0.13% 55,284 $2M $28.94 $143K +3,754 +7.3%
75 VNLA 0.13% 32,133 $2M $49.20 $71K +1,407 +4.6%
76 EMB 0.13% 16,900 $2M $92.62 $55K +228 +1.4%
77 HYZD 0.13% 68,604 $2M $22.39 -$831K -39,525 -36.5%
78 SHY 0.13% 18,492 $2M $82.86 $50K +572 +3.2%
79 QYLD 0.12% 89,874 $2M $16.72 $183K +10,535 +13.3%
80 IJJ 0.12% 12,119 $1M $123.58 $91K +366 +3.1%
81 GSLC 0.12% 12,315 $1M $121.38 $323K +1,666 +15.6%
82 BIBL 0.12% 36,047 $1M $41.33 $257K +3,950 +12.3%
83 BRK-A 0.12% 2 $1M $728,800.00 -$938K -1 -33.3%
84 IBM 0.11% 4,430 $1M $294.80 $152K -211 -4.5%
85 IJK 0.11% 13,914 $1M $90.98 $259K +1,827 +15.1%
86 VPLS 0.10% 16,146 $1M $77.80 +16,146 NEW
87 VB 0.09% 4,795 $1M $236.98 $30K -196 -3.9%
88 CSB 0.09% 20,223 $1M $55.41 $47K +1,528 +8.2%
89 SPY 0.09% 6,873 $1M $161.12 $95K +64 +0.9%
90 ISTB 0.09% 22,273 $1M $48.65 $41K +703 +3.3%
91 NUMG 0.09% 22,267 $1M $48.45 $125K +41 +0.2%
92 COWZ 0.09% 19,459 $1M $55.10 $85K +1,437 +8.0%
93 VEU 0.09% 15,842 $1M $67.22 $107K +44 +0.3%
94 GOOG 0.09% 5,907 $1M $177.39 $118K -42 -0.7%
95 SPSM 0.09% 24,514 $1M $42.60 $667K +15,265 +165.0%
96 IDV 0.08% 29,117 $1M $34.51 $121K +632 +2.2%
97 IEF 0.08% 10,259 $983K $95.77 $140K +1,425 +16.1%
98 SPEM 0.08% 22,866 $977K $42.74 $522K +11,299 +97.7%
99 PRU 0.08% 8,698 $935K $107.44 -$29K +67 +0.8%
100 TPLC 0.07% 20,028 $899K $44.90 $111K +1,460 +7.9%

New Positions

SymbolValue% Port
USMV $4M 0.36%
BIL $3M 0.27%
VPLS $1M 0.10%
CGMU $736K 0.06%
LEMB $583K 0.05%
VEA $558K 0.05%
CGGR $555K 0.05%
FBTC $503K 0.04%
IGOV $497K 0.04%
MS $405K 0.03%
MSTR $369K 0.03%
NFLX $363K 0.03%
TTWO $354K 0.03%
CGDG $347K 0.03%
CGHM $346K 0.03%

Sold Out Positions

SymbolValue% Port
FICO —%
BMY —%
ANET —%
AX —%
WAL —%
JXN —%
PNFP —%
ABCB —%
WY —%
FBP —%
UNH —%
KBE —%
TLT —%
TPG —%
FIDU —%
View SEC EDGAR Filings for VICUS CAPITAL →

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