VIRTUE CAPITAL MANAGEMENT, LLC

PrivateCIK: 1729985
Location

BRENTWOOD, TN

322
Positions
$657.24M
Total AUM (reported)
10.16M
Total Shares

Allocation by class

TOTAL AUM$657.24M322 positions
COM$138.73M21.1%
STATE STREET SPD$60.21M9.2%
TR UNIT$34.63M5.3%
SENIOR LN FD$33.95M5.2%
7-10 YR TRSY BD$28.52M4.3%
BLOOMBERG TEN YR$27.60M4.2%
PSHS ULT S&P 500$19.27M2.9%

Portfolio Concentration

Top 315.2%4–1021.9%11–2519.0%Rest43.9%TOP 1037.1%0%100%
Top 3$100.02M15.2%
4–10$143.63M21.9%
11–25$125.09M19.0%
Rest$288.50M43.9%

Top 3 weight

15.2%

Top 10 weight

37.1%

Voting Authority Distribution

Total shares with voting rights: 10.16M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

10.16M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole322
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings322
Rows:

STATE STREET SPDR S&P 500 ETF TRUST

SOLE
TR UNIT
Shares54.80K
TypeSH
Market value$34.63M
5.27%
Sole
0.00
Shared
0.00
None
54.80K

FIRST TRUST SENIOR LOAN FUND

SOLE
SENIOR LN FD
Shares760.33K
TypeSH
Market value$33.95M
5.17%
Sole
0.00
Shared
0.00
None
760.33K

STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF

SOLE
STATE STREET SPD
Shares1.23M
TypeSH
Market value$31.44M
4.78%
Sole
0.00
Shared
0.00
None
1.23M

ISHARES 7-10 YEAR TREASURY BOND ETF

SOLE
7-10 YR TRSY BD
Shares299.38K
TypeSH
Market value$28.52M
4.34%
Sole
0.00
Shared
0.00
None
299.38K

BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF

SOLE
BLOOMBERG TEN YR
Shares602.80K
TypeSH
Market value$27.60M
4.20%
Sole
0.00
Shared
0.00
None
602.80K

PROSHARES ULTRA S&P500

SOLE
PSHS ULT S&P 500
Shares392.77K
TypeSH
Market value$19.27M
2.93%
Sole
0.00
Shared
0.00
None
392.77K

VANGUARD S&P 500 ETF

SOLE
S&P 500 ETF SHS
Shares32.76K
TypeSH
Market value$19.03M
2.90%
Sole
0.00
Shared
0.00
None
32.76K

ISHARES 1-3 YEAR TREASURY BOND ETF

SOLE
1 3 YR TREAS BD
Shares213.58K
TypeSH
Market value$17.62M
2.68%
Sole
0.00
Shared
0.00
None
213.58K

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

SOLE
STATE STREET SPD
Shares179.19K
TypeSH
Market value$16.42M
2.50%
Sole
0.00
Shared
0.00
None
179.19K

NVIDIA CORP

SOLE
COM
Shares91.74K
TypeSH
Market value$15.17M
2.31%
Sole
0.00
Shared
0.00
None
91.74K

INVESCO S&P 500 EQUAL WEIGHT ETF

SOLE
S&P500 EQL WGT
Shares76.70K
TypeSH
Market value$14.43M
2.19%
Sole
0.00
Shared
0.00
None
76.70K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares19.16K
TypeSH
Market value$10.70M
1.63%
Sole
0.00
Shared
0.00
None
19.16K

APPLE INC

SOLE
COM
Shares42.59K
TypeSH
Market value$10.50M
1.60%
Sole
0.00
Shared
0.00
None
42.59K

SPDR GOLD SHARES

SOLE
GOLD SHS
Shares22.66K
TypeSH
Market value$9.42M
1.43%
Sole
0.00
Shared
0.00
None
22.66K

ISHARES BIOTECHNOLOGY ETF

SOLE
ISHARES BIOTECH
Shares54.59K
TypeSH
Market value$8.84M
1.34%
Sole
0.00
Shared
0.00
None
54.59K

MAIN BUYWRITE ETF

SOLE
MAIN BUYWRITE
Shares625.21K
TypeSH
Market value$8.67M
1.32%
Sole
0.00
Shared
0.00
None
625.21K

FIRST TRUST ENERGY ALPHADEX FUND

SOLE
ENERGY ALPHADX
Shares357.49K
TypeSH
Market value$8.14M
1.24%
Sole
0.00
Shared
0.00
None
357.49K

VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES

SOLE
VNG RUS1000GRW
Shares69.03K
TypeSH
Market value$7.30M
1.11%
Sole
0.00
Shared
0.00
None
69.03K

FIRST TRUST UTILITIES ALPHADEX FUND

SOLE
UTILITIES ALPH
Shares143K
TypeSH
Market value$7.07M
1.08%
Sole
0.00
Shared
0.00
None
143K

FIRST TRUST MATERIALS ALPHADEX FUND

SOLE
MATERIALS ALPH
Shares92.91K
TypeSH
Market value$6.87M
1.05%
Sole
0.00
Shared
0.00
None
92.91K

MICROSOFT CORP

SOLE
COM
Shares18.96K
TypeSH
Market value$6.81M
1.04%
Sole
0.00
Shared
0.00
None
18.96K

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES

SOLE
ALLWRLD EX US
Shares93.50K
TypeSH
Market value$6.80M
1.03%
Sole
0.00
Shared
0.00
None
93.50K

ISHARES 0-3 MONTH TREASURY BOND ETF

SOLE
0-3 MNTH TREASRY
Shares65.81K
TypeSH
Market value$6.62M
1.01%
Sole
0.00
Shared
0.00
None
65.81K

FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND

SOLE
INDLS PROD DUR
Shares82.26K
TypeSH
Market value$6.49M
0.99%
Sole
0.00
Shared
0.00
None
82.26K

ISHARES U.S. PHARMACEUTICALS ETF

SOLE
U.S. PHARMA ETF
Shares76.34K
TypeSH
Market value$6.43M
0.98%
Sole
0.00
Shared
0.00
None
76.34K
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