13FBOX
VitalStone Financial, LLC · 13F Holdings
Options Calculator Rankings

VitalStone Financial, LLC

No.8227 Data as of 2024Q3
Latest AUM (Q3 2024)
$146.8M
QoQ Change Q2 2024
+$8.8M+6.4%
Holdings
495
New Buys
70
Adds
133
Reduces
118
Exits
68
Unchanged
174
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2024 ValueQ3 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRSGOV
10.12%11.26%$14.8M147,422$15.5M154,202-6,780-4.40%Reduce
IINVESCO QQQ TRVOO
9.28%9.02%$13.6M27,909$12.4M25,971+1,938+7.46%Add
VVANGUARD INDEX FDSVUG
4.43%4.35%$6.5M16,952$6.0M16,030+922+5.75%Add
VVANECK CLO ETFCLOI
3.47%3.38%$5.1M96,168$4.7M88,106+8,062+9.15%Add
IISHARES TRIVV
3.09%3.1%$4.5M7,853$4.3M7,823+30+0.38%Add
VVANGUARD INDEX FDSVTV
2.9%3.05%$4.3M24,371$4.2M26,190-1,819-6.95%Reduce
NVIDIA CORPORATIONNVDA
2.51%2.51%$3.7M30,382$3.5M28,063+2,319+8.26%Add
IISHARES TRUSMV
2.44%2.78%$3.6M39,295$3.8M45,742-6,447-14.09%Reduce
IISHARES COREIJH
2.44%2.2%$3.6M57,496$3.0M51,958+5,538+10.66%Add
VVanEck Russia ETFBBH
2.41%2.59%$3.5M36,515$3.6M41,328-4,813-11.65%Reduce
SSPDR GOLD TRGLD
2.1%1.29%$3.1M12,704$1.8M8,298+4,406+53.10%Add
VVANGUARD INDEX FDSVOO
2.01%1.55%$2.9M5,587$2.1M4,264+1,323+31.03%Add
FIRST INTST BANCSYSTEM INCFIBK
1.72%2.33%$2.5M84,440$3.2M111,089-26,649-23.99%Reduce
IISHARES TRGVI
1.61%1.55%$2.4M21,788$2.1M20,079+1,709+8.51%Add
IISHARES TRIXN
1.44%1.53%$2.1M25,663$2.1M25,439+224+0.88%Add
WWISDOMTREE BLOOMBERG US DOLLAR BULLISH FUNDUSDU
1.44%1.77%$2.1M79,493$2.4M89,903-10,410-11.58%Reduce
MICROSOFT CORPMSFT
1.3%1.12%$1.9M4,435$1.5M3,455+980+28.36%Add
FFIRST TRUST ENHANCED SHORT MATURITY ETFFTSM
1.28%0.11%$1.9M31,407$147,7372,479+28,928+1,166.92%Add
RROUNDHILL MAGNIFICENT SEVEN ETFMAGS
1.27%$1.9M39,216$00+39,216New Buy
APPLE INCAAPL
1.21%1.25%$1.8M7,611$1.7M8,195-584-7.13%Reduce
AAGF U.S. MARKET NEUTRAL ANTI-BETA FUNDBTAL
1.14%0.82%$1.7M85,335$1.1M57,450+27,885+48.54%Add
SSPDR SERIES TRUSTBIL
1.09%1.41%$1.6M17,421$1.9M21,136-3,715-17.58%Reduce
IISHARES TRTLT
1.04%0.59%$1.5M15,513$812,5618,853+6,660+75.23%Add
CCLEANSPARK INCCLSK
0.91%0.73%$1.3M142,554$1.0M63,481+79,073+124.56%Add
IREN LTDIREN
0.89%0.65%$1.3M154,681$895,12879,285+75,396+95.09%Add
FFIRST TRUST LOW DURATION OPPORTUNITIES ETFLMBS
0.82%1.04%$1.2M24,277$1.4M29,818-5,541-18.58%Reduce
VANECK ETF TRUSTXMPT
0.8%0.64%$1.2M50,504$888,95540,389+10,115+25.04%Add
VVANGUARD INDEX FDSVV
0.78%0.75%$1.1M4,358$1.0M4,146+212+5.11%Add
SSCHWAB STRATEGIC TRSCHD
0.78%0.81%$1.1M13,519$1.1M14,453-934-6.46%Reduce
DISNEY WALT CODIS
0.77%0.84%$1.1M11,714$1.2M11,622+92+0.79%Add
IISHARES TRICSH
0.75%0.87%$1.1M21,838$1.2M23,626-1,788-7.57%Reduce
MMARA HLDGS INCMARA
0.71%0.73%$1.0M64,276$1.0M50,606+13,670+27.01%Add
AMAZON COM INCAMZN
0.7%0.66%$1.0M5,483$908,8554,703+780+16.59%Add
GRAYSCALE BITCOIN TRUST ETFGBTC
0.68%0.77%$1.0M19,909$1.1M19,874+35+0.18%Add
IINVESCO NASDAQ 100 ETFQQQM
0.68%0.69%$1.0M4,990$949,4794,817+173+3.59%Add
AAlphabet Inc Class CGOOG
0.63%0.71%$925,3145,535$981,0635,349+186+3.48%Add
GGENERAL DYNAMICS CORPVTI
0.6%0.6%$882,5733,117$827,6533,094+23+0.74%Add
FFIRST TR EXCHNG TRADED FD VIBUFQ
0.58%0.81%$850,86228,035$1.1M37,758-9,723-25.75%Reduce
TESLA INCTSLA
0.55%0.29%$809,7453,095$402,0922,032+1,063+52.31%Add
ADVANCED MICRO DEVICES INCAMD
0.55%0.42%$803,8284,899$580,7123,580+1,319+36.84%Add
IISHARES 7-10YRIEF
0.54%0.59%$793,4968,087$817,4718,729-642-7.35%Reduce
VVALKYRIE ETF TRUST IIWGMI
0.53%0.65%$772,60440,642$900,97442,559-1,917-4.50%Reduce
CCIPHER DIGITAL INCCIFR
0.52%0.12%$760,780196,584$169,27440,789+155,795+381.95%Add
PPURECYCLE TECHNOLOGIES INCPCT
0.5%0.28%$731,75777,027$390,02165,882+11,145+16.92%Add
ENPHASE ENERGY INC COMENPH
0.49%0.47%$715,8696,334$654,5966,565-231-3.52%Reduce
FFIRST TR EXCHANGE TRADED FDFYC
0.48%0.42%$709,9669,508$579,1338,478+1,030+12.15%Add
ELI LILLY & COLLY
0.47%0.64%$692,869782$883,684976-194-19.88%Reduce
SSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
0.46%0.58%$678,7069,458$804,63112,013-2,555-21.27%Reduce
ALIBABA GROUP HLDG LTDBABA
0.46%0.36%$673,5446,347$490,8246,817-470-6.89%Reduce
ADOBE INC COMADBE
0.44%0.23%$652,9211,261$310,547559+702+125.58%Add

🧭 Institutional Sector Flow Heatmap

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