Infinity Wealth Counsel, LLC
Q1 2025 13F Holdings
- Locationloveland, OH
- Num holdings
57
- Value ($000)
$92,630
- Date Filed05/12/2025
- Form type13F-HR
- CIK0002066524
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $5.74M | 6 % | 15,474 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $4.77M | 5 % | 24,584 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.37M | 5 % | 7,781 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $4.35M | 5 % | 16,929 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $3.92M | 4 % | 50,106 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $3.73M | 4 % | 28,935 | ||
BSCS INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | $3.48M | 4 % | 170,863 | ||
BSCR INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $3.43M | 4 % | 175,247 | ||
BSCQ INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $3.40M | 4 % | 174,462 | ||
BSCT INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | $3.37M | 4 % | 181,790 |
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