Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

VitalStone Financial

Latest statistics and disclosures from VitalStone Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are SGOV, QQQ, BIL, BUFR, IJR, and represent 34.66% of VitalStone Financial's stock portfolio.
Added to shares of these 10 stocks: GSY, VTV, LMBS, VFLO, SPY, IJR, DIS, CVS, UTZ, MUB.
Started 87 new stock positions in PGR, CB, BAP, IBP, WGMI, ITB, IBKR, RFV, NOC, NTAP.
Reduced shares in these 10 stocks: VUG, GLD, LQD, BIL, SGOV, PSQ, COWZ, ZS, SH, X.
Sold out of its positions in AGCO, ACAD, APD, AA, ALGM, ELV, AWI, SAM, BRC, CNO.
VitalStone Financial was a net buyer of stock by $1.1M.
VitalStone Financial has $126M in assets under management (AUM), dropping by 6.51%.
Central Index Key (CIK): 0001963478

Tip: Access up to 7 years of quarterly data

Positions held by VitalStone Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for VitalStone Financial

VitalStone Financial holds 552 positions in its portfolio as reported in the December 2023 quarterly 13F filing

VitalStone Financial has 552 total positions. Only the first 250 positions are shown.

Sign up to view all of the VitalStone Financial Dec. 31, 2023 positions
Download the VitalStone Financial December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	16.8	$21M	-3%	211k	100.27	View chart
Invesco Qqq Trust Series I Etf (QQQ)	6.7	$8.5M	-3%	21k	409.50	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	4.0	$5.0M	-19%	55k	91.38	View chart
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)	3.8	$4.8M	-4%	181k	26.57	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	3.3	$4.2M	+21%	39k	108.25	View chart
Vaneck Clo Etf Etf (CLOI)	3.2	$4.1M	+4%	78k	52.12	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	3.1	$4.0M	-5%	14k	277.18	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	3.0	$3.8M	+3%	45k	84.87	View chart
Vanguard Value Etf Etf (VTV)	2.9	$3.7M	+158%	25k	149.49	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	2.6	$3.2M	+5%	244k	13.30	View chart
Invesco Ultra Short Duration Etf Etf (GSY)	1.9	$2.4M	NEW	49k	49.89	View chart
Ishares National Muni Bond Etf Etf (MUB)	1.9	$2.4M	+24%	22k	108.42	View chart
Vaneck Oil Services Etf Etf (OIH)	1.5	$1.9M	-5%	6.2k	309.49	View chart
Vanguard Growth Etf Etf (VUG)	1.5	$1.9M	-55%	6.2k	310.85	View chart
Ishares Global Tech Etf Etf (IXN)	1.4	$1.8M	-7%	26k	68.17	View chart
Vaneck Cef Muni Income Etf Etf (XMPT)	1.3	$1.6M		76k	21.19	View chart
Nvidia Corporation Stock (NVDA)	1.2	$1.5M	+9%	3.1k	495.35	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	1.2	$1.5M	-2%	19k	76.13	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.1	$1.4M	+29%	3.0k	477.66	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	1.1	$1.4M	NEW	29k	48.31	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	1.0	$1.3M	NEW	46k	28.34	View chart
Spdr Gold Shares Etf (GLD)	1.0	$1.3M	-59%	6.8k	191.14	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.9	$1.2M		2.7k	436.60	View chart
Ft Vest Fund Of Nasdaq-100 Buffer Etfs Etf (BUFQ)	0.9	$1.1M	+4%	41k	27.00	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.8	$995k	+1093%	2.1k	476.19	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.7	$907k	-15%	29k	30.99	View chart
Apple Stock (AAPL)	0.7	$893k	+11%	4.6k	192.62	View chart
Proshares Short Qqq Etf (PSQ)	0.7	$893k	-49%	94k	9.48	View chart
Vanguard Large-cap Etf Etf (VV)	0.7	$868k	-8%	4.0k	218.15	View chart
Disney Walt Stock (DIS)	0.7	$820k	+628%	9.1k	90.31	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	0.6	$784k		13k	61.95	View chart
Sofi Technologies Stock (SOFI)	0.6	$775k	-15%	78k	9.95	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.6	$735k		2.4k	302.97	View chart
Eli Lilly & Co Stock (LLY)	0.6	$728k	+35%	1.2k	582.87	View chart
Microsoft Corp Stock (MSFT)	0.6	$711k	+16%	1.9k	375.99	View chart
Cvs Health Corp Stock (CVS)	0.6	$703k	+2819%	8.9k	78.95	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.6	$700k	-2%	2.9k	237.37	View chart
Advanced Micro Devices Stock (AMD)	0.5	$654k	-44%	4.4k	147.40	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.5	$642k	-8%	16k	40.53	View chart
Vaneck Morningstar Smid Moat Etf Etf (SMOT)	0.5	$642k	-4%	20k	31.48	View chart
Proshares Short S&p500 Etf (SH)	0.4	$565k	-58%	44k	12.99	View chart
Tesla Stock (TSLA)	0.4	$539k		2.2k	248.39	View chart
Utz Brands Inc Com Cl A Stock (UTZ)	0.4	$478k	NEW	29k	16.24	View chart
Albemarle Corp Stock (ALB)	0.4	$468k	-19%	3.2k	144.62	View chart
D R Horton Stock (DHI)	0.4	$459k	NEW	3.0k	152.09	View chart
Tenet Healthcare Corp Stock (THC)	0.4	$451k	NEW	6.0k	75.65	View chart
Alpha Metallurgical Resour Stock (AMR)	0.4	$450k	NEW	1.3k	338.60	View chart
Uber Technologies Stock (UBER)	0.4	$448k	-6%	7.3k	61.56	View chart
Steelcase Inc Cl A Stock (SCS)	0.4	$447k	+10888%	33k	13.52	View chart
Charles Riv Labs Intl Stock (CRL)	0.3	$439k	NEW	1.9k	236.40	View chart
Keycorp Stock (KEY)	0.3	$423k	NEW	29k	14.38	View chart
Mgp Ingredients Stock (MGPI)	0.3	$423k	NEW	4.3k	98.44	View chart
Thryv Hldgs Stock (THRY)	0.3	$422k	NEW	21k	20.34	View chart
Nrg Energy Stock (NRG)	0.3	$414k	-19%	8.0k	51.76	View chart
Msci Stock (MSCI)	0.3	$412k	-14%	729.00	565.16	View chart
Vulcan Matls Stock (VMC)	0.3	$407k	-15%	1.8k	226.74	View chart
Ishares Silver Trust Etf (SLV)	0.3	$407k	+505%	19k	21.79	View chart
Fortinet Stock (FTNT)	0.3	$405k	-7%	6.9k	58.51	View chart
Verizon Communications Stock (VZ)	0.3	$398k	-15%	11k	37.70	View chart
Irobot Corp Stock (IRBT)	0.3	$397k	NEW	10k	38.66	View chart
Hormel Foods Corp Stock (HRL)	0.3	$392k	-8%	12k	32.09	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.3	$391k	+632%	4.0k	98.70	View chart
Netapp Stock (NTAP)	0.3	$387k	NEW	4.4k	88.20	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.3	$384k	+79%	7.6k	50.48	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.3	$382k	+11%	6.6k	57.77	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.3	$364k	+152%	576.00	631.94	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.3	$360k	-3%	6.0k	59.62	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.3	$351k	-11%	2.8k	124.96	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.3	$342k	NEW	4.4k	78.62	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.3	$335k	-9%	1.3k	255.14	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.3	$318k	-27%	2.2k	144.94	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$303k	NEW	1.9k	158.06	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.2	$287k	+2120%	3.0k	96.47	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$278k	-5%	3.6k	77.03	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$269k	-28%	6.6k	41.04	View chart
Fs Kkr Cap Corp Cef (FSK)	0.2	$265k		13k	19.96	View chart
Ark Innovation Etf Etf (ARKK)	0.2	$258k		4.9k	52.28	View chart
First Trust Energy Alphadex Fund Etf (FXN)	0.2	$251k		15k	16.67	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.2	$250k		2.4k	103.91	View chart
Devon Energy Corp Stock (DVN)	0.2	$237k		5.2k	45.23	View chart
Invesco S&p 500 High Beta Etf Etf (SPHB)	0.2	$230k	+698%	2.8k	82.29	View chart
Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG)	0.2	$228k	+21%	3.1k	73.69	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$224k		962.00	232.85	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$219k	+97%	4.2k	51.75	View chart
Chevron Corp Stock (CVX)	0.2	$214k		1.4k	149.44	View chart
Wisdomtree Bloomberg Us Dollar Bullish Fund Etf (USDU)	0.2	$207k	NEW	8.2k	25.09	View chart
Bath & Body Works Stock (BBWI)	0.2	$205k	NEW	4.8k	43.14	View chart
Upwork Stock (UPWK)	0.2	$204k	NEW	14k	14.85	View chart
Invesco S&p Midcap 400 Pure Value Etf Etf (RFV)	0.2	$204k	NEW	1.7k	116.64	View chart
10x Genomics Inc Cl A Stock (TXG)	0.2	$201k	+59900%	3.6k	55.83	View chart
Invesco Stock (IVZ)	0.2	$201k	NEW	11k	17.87	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.2	$199k	-17%	1.8k	110.37	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.2	$199k	+17%	1.2k	169.07	View chart
Gap Stock (GPS)	0.2	$197k	NEW	9.4k	20.89	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$197k		1.1k	179.74	View chart
Consolidated Comm Hldgs Stock (CNSL)	0.2	$196k	-13%	45k	4.35	View chart
Inventrust Pptys Corp Reit (IVT)	0.2	$196k	+9%	7.7k	25.39	View chart
Amazon Stock (AMZN)	0.2	$193k	+10%	1.3k	152.21	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$183k	+2443%	2.4k	77.38	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$180k	-11%	1.7k	104.35	View chart
Kite Rlty Group Tr Reit (KRG)	0.1	$177k		7.7k	22.92	View chart
Potlatchdeltic Corporation Reit (PCH)	0.1	$177k		3.6k	49.06	View chart
Amplify Transformational Data Sharing Etf Etf (BLOK)	0.1	$175k	+359%	5.9k	29.78	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$163k	+29540%	3.0k	54.99	View chart
Mastec Stock (MTZ)	0.1	$160k		2.1k	75.61	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$156k		710.00	219.72	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$153k	+40%	1.1k	140.50	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.1	$144k		2.8k	51.67	View chart
Chipotle Mexican Grill Stock (CMG)	0.1	$144k	+6200%	63.00	2285.71	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$142k		1.4k	99.65	View chart
Mcdonalds Corp Stock (MCD)	0.1	$139k	+278%	469.00	296.38	View chart
Comerica Stock (CMA)	0.1	$126k		2.3k	55.90	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.1	$124k	-43%	2.5k	50.16	View chart
Cleanspark Stock (CLSK)	0.1	$119k	+21%	11k	10.99	View chart
Proshares Ultrashort S&p500 Etf (SDS)	0.1	$118k	+12%	4.0k	29.87	View chart
Enphase Energy Stock (ENPH)	0.1	$117k	+14%	888.00	131.76	View chart
Vanguard Energy Etf Etf (VDE)	0.1	$110k	-53%	935.00	117.65	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$110k	+115%	651.00	168.97	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$107k	+7%	475.00	225.26	View chart
Global X Cybersecurity Etf Etf (BUG)	0.1	$107k		3.6k	29.36	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$105k		1.4k	77.72	View chart
Proshares Ultrapro Qqq Etf (TQQQ)	0.1	$99k	+1513%	2.0k	50.72	View chart
Commercial Metals Stock (CMC)	0.1	$96k		1.9k	50.26	View chart
Spdr S&p 1500 Momentum Tilt Etf Etf (MMTM)	0.1	$95k		472.00	201.27	View chart
Oreilly Automotive Stock (ORLY)	0.1	$86k	NEW	90.00	955.56	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.1	$84k	-23%	1.6k	51.57	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	0.1	$84k	-8%	873.00	96.22	View chart
Direxion Daily S&p 500 Bull 3x Shares Etf (SPXL)	0.1	$80k	NEW	767.00	104.30	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$77k	-6%	806.00	95.53	View chart
Proshares Ultrapro Short Qqq Etf (SQQQ)	0.1	$73k	+4%	5.5k	13.38	View chart
Marathon Digital Holdings Stock (MARA)	0.1	$73k		3.1k	23.43	View chart
Ishares Core Conservative Allocation Etf Etf (AOK)	0.1	$73k	-36%	2.0k	36.37	View chart
Masimo Corp Stock (MASI)	0.1	$70k		597.00	117.25	View chart
Home Depot Stock (HD)	0.1	$69k		199.00	346.73	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$68k	+103%	872.00	77.98	View chart
Spdr S&p Homebuilders Etf Etf (XHB)	0.1	$67k	+13920%	701.00	95.58	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.1	$66k	-23%	2.4k	27.63	View chart
Blackrock Stock (BLK)	0.1	$65k		80.00	812.50	View chart
Tjx Cos Stock (TJX)	0.0	$63k	+561%	668.00	94.31	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.0	$62k	+73%	1.2k	52.72	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$61k	NEW	130.00	469.23	View chart
Vanguard Long-term Corporate Bond Etf Etf (VCLT)	0.0	$60k	-19%	746.00	80.43	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$59k	-7%	596.00	98.99	View chart
Marvell Technology Stock (MRVL)	0.0	$58k	+2%	968.00	59.92	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$58k		495.00	117.17	View chart
Procter And Gamble Stock (PG)	0.0	$57k		389.00	146.53	View chart
Spdr S&p Retail Etf Etf (XRT)	0.0	$57k	NEW	786.00	72.52	View chart
Merck & Co Stock (MRK)	0.0	$57k		522.00	109.20	View chart
Proshares Bitcoin Strategy Etf Etf (BITO)	0.0	$57k	+450%	2.8k	20.43	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.0	$55k		1.5k	37.41	View chart
Caterpillar Stock (CAT)	0.0	$54k		182.00	296.70	View chart
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.0	$52k		2.1k	25.33	View chart
Walmart Stock (WMT)	0.0	$52k		330.00	157.58	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$51k		300.00	170.00	View chart
First Trust Financials Alphadex Fund Etf (FXO)	0.0	$51k	+326%	1.2k	43.15	View chart
Etsy Stock (ETSY)	0.0	$50k		611.00	81.83	View chart
Conocophillips Stock (COP)	0.0	$48k		412.00	116.50	View chart
Global X Uranium Etf Etf (URA)	0.0	$47k	+36%	1.7k	27.65	View chart
Johnson & Johnson Stock (JNJ)	0.0	$47k		297.00	158.25	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$47k	+57%	990.00	47.47	View chart
Agf U.s. Market Neutral Anti-beta Fund Etf (BTAL)	0.0	$47k	+5173%	2.8k	16.82	View chart
Broadcom Stock (AVGO)	0.0	$45k	+14%	40.00	1125.00	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.0	$45k	NEW	440.00	102.27	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$44k	+33%	322.00	136.65	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$44k	-25%	502.00	87.65	View chart
Boeing Stock (BA)	0.0	$44k	-13%	171.00	257.31	View chart
Cisco Sys Stock (CSCO)	0.0	$44k		864.00	50.93	View chart
Pepsico Stock (PEP)	0.0	$43k		255.00	168.63	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$43k		253.00	169.96	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$43k		696.00	61.78	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$42k		172.00	244.19	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.0	$41k	-61%	1.2k	35.34	View chart
Philip Morris Intl Stock (PM)	0.0	$40k		420.00	95.24	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.0	$39k		280.00	139.29	View chart
Prudential Finl Stock (PRU)	0.0	$39k		373.00	104.56	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$39k	NEW	1.2k	32.99	View chart
Pioneer Nat Res Stock (PXD)	0.0	$38k	+9%	169.00	224.85	View chart
Purecycle Technologies Stock (PCT)	0.0	$38k	+163%	9.5k	4.00	View chart
Cameco Corp Stock (CCJ)	0.0	$37k		864.00	42.82	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$36k	+119%	178.00	202.25	View chart
Abbvie Stock (ABBV)	0.0	$36k		232.00	155.17	View chart
Nike Inc Cl B Stock (NKE)	0.0	$35k	+12%	321.00	109.03	View chart
Adobe Stock (ADBE)	0.0	$35k	-92%	58.00	603.45	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$34k		134.00	253.73	View chart
Marathon Oil Corp Stock (MRO)	0.0	$34k		1.4k	23.86	View chart
Xenia Hotels & Resorts Reit (XHR)	0.0	$34k	+54%	2.5k	13.70	View chart
Southern Stock (SO)	0.0	$33k		474.00	69.62	View chart
Franklin Dynamic Municipal Bond Etf Etf (FLMI)	0.0	$32k		1.3k	24.62	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$32k	+30%	90.00	355.56	View chart
Goldman Sachs Physical Gold Etf Etf	0.0	$31k	+200%	1.5k	20.67	View chart
Wec Energy Group Stock (WEC)	0.0	$31k		371.00	83.56	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$31k		430.00	72.09	View chart
Netflix Stock (NFLX)	0.0	$30k	+933%	62.00	483.87	View chart
Coca Cola Stock (KO)	0.0	$30k		501.00	59.88	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$29k	-96%	559.00	51.88	View chart
Fidelity Low Volatility Factor Etf Etf (FDLO)	0.0	$28k	-89%	520.00	53.85	View chart
Occidental Pete Corp Stock (OXY)	0.0	$28k	-36%	462.00	60.61	View chart
Snowflake Inc Cl A Stock (SNOW)	0.0	$28k	-10%	143.00	195.80	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$28k	-8%	322.00	86.96	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$27k		405.00	66.67	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.0	$27k		333.00	81.08	View chart
General Dynamics Corp Stock (GD)	0.0	$27k		104.00	259.62	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.0	$27k	-3%	933.00	28.94	View chart
Proshares Short Russell2000 Etf (RWM)	0.0	$26k	+25%	1.3k	20.80	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$26k	+300%	60.00	433.33	View chart
Unitedhealth Group Stock (UNH)	0.0	$26k	-94%	49.00	530.61	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$25k		1.4k	17.47	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$25k	+21%	326.00	76.69	View chart
Mckesson Corp Stock (MCK)	0.0	$24k		51.00	470.59	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.0	$24k	-89%	1.1k	22.86	View chart
Gilead Sciences Stock (GILD)	0.0	$23k		282.00	81.56	View chart
Proshares S&p 500 Ex-energy Etf Etf (SPXE)	0.0	$23k		225.00	102.22	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$22k		672.00	32.74	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$22k		49.00	448.98	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$22k	-95%	61.00	360.66	View chart
Valkyrie Bitcoin Miners Etf Etf (WGMI)	0.0	$21k	NEW	1.2k	17.84	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$21k		566.00	37.10	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$21k		92.00	228.26	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$21k		1.5k	14.00	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.0	$21k	-17%	525.00	40.00	View chart
Valero Energy Corp Stock (VLO)	0.0	$21k	-13%	165.00	127.27	View chart
Cheniere Energy Partners Lp Com Unit Stock (CQP)	0.0	$21k		419.00	50.12	View chart
Vaneck Morningstar International Moat Etf Etf (MOTI)	0.0	$21k		666.00	31.53	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$21k	+764%	605.00	34.71	View chart
Iris Energy Ltd Ordinary Shares Stock (IREN)	0.0	$21k	+7%	3.0k	7.12	View chart
Direxion Daily Aapl Bear 1x Shares Etf Etf (AAPD)	0.0	$20k	+33%	1.0k	20.00	View chart
Iq Mackay Municipal Insured Etf Etf (MMIN)	0.0	$20k	-72%	833.00	24.01	View chart
First Trust Materials Alphadex Fund Etf (FXZ)	0.0	$20k	NEW	291.00	68.73	View chart
Proshares Short 7-10 Year Treasury Etf (TBX)	0.0	$20k	+11666%	706.00	28.33	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$19k		307.00	61.89	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$19k	-93%	221.00	85.97	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$19k		170.00	111.76	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$18k	+4%	177.00	101.69	View chart
Abbott Labs Stock (ABT)	0.0	$18k	-4%	166.00	108.43	View chart
Spdr Dow Jones Reit Etf Etf (RWR)	0.0	$18k	-62%	191.00	94.24	View chart
Rtx Corporation Stock (RTX)	0.0	$18k		213.00	84.51	View chart
At&t Stock (T)	0.0	$17k		1.0k	16.67	View chart
Wp Carey Reit (WPC)	0.0	$17k		259.00	65.64	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$17k		466.00	36.48	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$17k	-43%	231.00	73.59	View chart
Emerson Elec Stock (EMR)	0.0	$17k		170.00	100.00	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$17k		500.00	34.00	View chart
Royal Caribbean Group Stock (RCL)	0.0	$17k		135.00	125.93	View chart
Vaneck Short High Yield Muni Etf Etf (SHYD)	0.0	$17k	-74%	777.00	21.88	View chart
Firstenergy Corp Stock (FE)	0.0	$16k		441.00	36.28	View chart
Spdr Russell 1000 Low Volatility Focus Etf Etf (ONEV)	0.0	$16k		141.00	113.48	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$16k		292.00	54.79	View chart
Pfizer Stock (PFE)	0.0	$15k	-48%	537.00	27.93	View chart
Applied Matls Stock (AMAT)	0.0	$15k		91.00	164.84	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$15k	+19%	31.00	483.87	View chart

Past Filings by VitalStone Financial

SEC 13F filings are viewable for VitalStone Financial going back to 2022

VitalStone Financial 2023 Q4 filed Feb. 14, 2024
VitalStone Financial 2023 Q3 filed Nov. 15, 2023
VitalStone Financial 2023 Q2 filed Aug. 21, 2023
VitalStone Financial 2023 Q1 restated filed May 16, 2023
VitalStone Financial 2023 Q1 filed May 12, 2023
VitalStone Financial 2022 Q4 filed Jan. 30, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z