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
Created with Highcharts 12.1.2Victrix Investment AdvisorsHighcharts.com
NVIDIA CORPORATION 4.70%
BERKSHIRE HATHAWAY INC DEL 4.58%
APPLE INC 4.31%
AMAZON COM INC 3.66%
VANGUARD INDEX FDS 3.63%
ALPHABET INC 3.60%
MICROSOFT CORP 3.18%
VANGUARD TAX-MANAGED FDS 2.97%
SCHWAB STRATEGIC TR 2.70%
SCHWAB STRATEGIC TR 2.49%
SPDR S&P 500 ETF TR 2.47%
INVESCO QQQ TR 2.22%
HOME DEPOT INC 1.90%
WALMART INC 1.89%
Others 10.76%
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
$8.94M
5 %

82,683

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$8.72M
5 %

16,603

AAPL
AAPL

APPLE INC

COM
$8.21M
4 %

37,325

AMZN
AMZN

AMAZON COM INC

COM
$6.97M
4 %

37,046

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$6.90M
4 %

13,716

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$6.85M
4 %

45,301

MSFT
MSFT

MICROSOFT CORP

COM
$6.06M
3 %

16,093

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$5.66M
3 %

116,641

SCHA
SCHA

SCHWAB STRATEGIC TR

US SML CAP ETF
$5.14M
3 %

227,542

SCHM
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
$4.74M
3 %

186,491

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