V2 Financial group LLC
Q4 2024 13F Holdings
- Locationnaperville, IL
- Num holdings
81
- Value ($000)
$164,606
- Date Filed01/28/2025
- Form type13F-HR
- CIK0002022843
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $73.76M | 45 % | 125,851 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $6.99M | 4 % | 80,095 | ||
TCAF T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | $5.34M | 3 % | 160,356 | ||
DIS DISNEY WALT CO | COM | 254687106 | $4.98M | 3 % | 44,756 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $4.54M | 3 % | 115,284 | ||
AAPL APPLE INC | COM | 037833100 | $4.08M | 3 % | 16,289 | ||
BAC VERIZON COMMUNICATIONS INC | COM | 92343V104 | $3.78M | 2 % | 94,499 | ||
T AT&T INC | COM | 00206R102 | $3.18M | 2 % | 139,679 | ||
BA BOEING CO | COM | 097023105 | $2.91M | 2 % | 16,468 | ||
AMZN AMAZON COM INC | COM | 023135106 | $2.89M | 2 % | 13,190 |
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