VIRTUS WEALTH SOLUTIONS LLC

PrivateCIK: 2045870
Location

CRANFORD, NJ

54
Positions
$525.26M
Total AUM (reported)
5.81M
Total Shares

Allocation by class

TOTAL AUM$525.26M54 positions
COM$163.24M31.1%
DORSY FSM US$80.46M15.3%
DORSY FSM ALCP$66.08M12.6%
UNIT SER 1$39.75M7.6%
COM NEW$24.61M4.7%
MRNGSTR WDE MOAT$23.99M4.6%
TR UNIT$12.91M2.5%

Portfolio Concentration

Top 335.5%4–1028.7%11–2528.1%Rest7.7%TOP 1064.2%0%100%
Top 3$186.29M35.5%
4–10$150.97M28.7%
11–25$147.77M28.1%
Rest$40.23M7.7%

Top 3 weight

35.5%

Top 10 weight

64.2%

Voting Authority Distribution

Total shares with voting rights: 5.81M

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

5.81M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole54
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings54
Rows:

ADVISORSHARES TR

SOLE
DORSY FSM US
Shares1.58M
TypeSH
Market value$80.46M
15.32%
Sole
0.00
Shared
0.00
None
1.58M

ADVISORSHARES TR

SOLE
DORSY FSM ALCP
Shares1.54M
TypeSH
Market value$66.08M
12.58%
Sole
0.00
Shared
0.00
None
1.54M

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares68.87K
TypeSH
Market value$39.75M
7.57%
Sole
0.00
Shared
0.00
None
68.87K

SANDISK CORP

SOLE
COM
Shares42.59K
TypeSH
Market value$27.06M
5.15%
Sole
0.00
Shared
0.00
None
42.59K

CIENA CORP

SOLE
COM NEW
Shares63.33K
TypeSH
Market value$24.59M
4.68%
Sole
0.00
Shared
0.00
None
63.33K

VANECK ETF TRUST

SOLE
MRNGSTR WDE MOAT
Shares248.06K
TypeSH
Market value$23.99M
4.57%
Sole
0.00
Shared
0.00
None
248.06K

GE VERNOVA INC

SOLE
COM
Shares26.42K
TypeSH
Market value$23.06M
4.39%
Sole
0.00
Shared
0.00
None
26.42K

NVIDIA CORPORATION

SOLE
COM
Shares118.97K
TypeSH
Market value$20.75M
3.95%
Sole
0.00
Shared
0.00
None
118.97K

QUANTA SVCS INC

SOLE
COM
Shares29.38K
TypeSH
Market value$16.13M
3.07%
Sole
0.00
Shared
0.00
None
29.38K

TERADYNE INC

SOLE
COM
Shares51.95K
TypeSH
Market value$15.40M
2.93%
Sole
0.00
Shared
0.00
None
51.95K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares19.85K
TypeSH
Market value$12.91M
2.46%
Sole
0.00
Shared
0.00
None
19.85K

BROADCOM INC

SOLE
COM
Shares40.53K
TypeSH
Market value$12.55M
2.39%
Sole
0.00
Shared
0.00
None
40.53K

VIAVI SOLUTIONS INC

SOLE
COM
Shares353.19K
TypeSH
Market value$11.75M
2.24%
Sole
0.00
Shared
0.00
None
353.19K

ALPHABET INC

SOLE
CAP STK CL A
Shares40.71K
TypeSH
Market value$11.71M
2.23%
Sole
0.00
Shared
0.00
None
40.71K

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares44.55K
TypeSH
Market value$11.16M
2.13%
Sole
0.00
Shared
0.00
None
44.55K

DELL TECHNOLOGIES INC

SOLE
CL C
Shares64.75K
TypeSH
Market value$10.63M
2.02%
Sole
0.00
Shared
0.00
None
64.75K

FIRST TR EXCHANGE TRADED FD

SOLE
DORSY WRGH VLU
Shares299.05K
TypeSH
Market value$10.23M
1.95%
Sole
0.00
Shared
0.00
None
299.05K

FIRST TR EXCHANGE-TRADED FD

SOLE
CAP STRENGTH ETF
Shares106.55K
TypeSH
Market value$9.88M
1.88%
Sole
0.00
Shared
0.00
None
106.55K

MICRON TECHNOLOGY INC

SOLE
COM
Shares29.17K
TypeSH
Market value$9.85M
1.88%
Sole
0.00
Shared
0.00
None
29.17K

VANGUARD BD INDEX FDS

SOLE
SHORT TRM BOND
Shares116.93K
TypeSH
Market value$9.17M
1.75%
Sole
0.00
Shared
0.00
None
116.93K

FIRST TR EXCHANGE TRADED FD

SOLE
DORSEYWRIGHT MOM
Shares217.76K
TypeSH
Market value$8.81M
1.68%
Sole
0.00
Shared
0.00
None
217.76K

FIRST TR EXCHANGE TRADED FD

SOLE
RISNG DIVD ACHIV
Shares125.46K
TypeSH
Market value$8.57M
1.63%
Sole
0.00
Shared
0.00
None
125.46K

FIRST TR EXCHANGE-TRADED FD

SOLE
FIRST TR ENH NEW
Shares140.92K
TypeSH
Market value$8.42M
1.60%
Sole
0.00
Shared
0.00
None
140.92K

FIRST TR EXCHANGE-TRADED FD

SOLE
NASDAQ-100 SEL
Shares51.38K
TypeSH
Market value$6.52M
1.24%
Sole
0.00
Shared
0.00
None
51.38K

LUMENTUM HLDGS INC

SOLE
COM
Shares7.97K
TypeSH
Market value$5.60M
1.07%
Sole
0.00
Shared
0.00
None
7.97K
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