Victrix Investment Advisors

Q1 2025 13F Holdings

  • Location
    stuart, FL
  • Num holdings

    95

  • Value ($000)

    $190,377

  • Date Filed
    04/24/2025
  • Form type
    13F-HR
  • CIK
    0002055229
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
$8.94 M
5 %

82,683

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$8.72 M
5 %

16,603

AAPL
AAPL

APPLE INC

COM
$8.21 M
4 %

37,325

AMZN
AMZN

AMAZON COM INC

COM
$6.97 M
4 %

37,046

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$6.90 M
4 %

13,716

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$6.85 M
4 %

45,301

MSFT
MSFT

MICROSOFT CORP

COM
$6.06 M
3 %

16,093

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$5.66 M
3 %

116,641

SCHA
SCHA

SCHWAB STRATEGIC TR

US SML CAP ETF
$5.14 M
3 %

227,542

SCHM
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
$4.74 M
3 %

186,491

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