13F Filings History of VitalStone Financial, LLC

Latest 13F report
Q3 2024 - 11 Oct 2024
Value $
$146,792,733
Signature - Title
Christopher Mcneil - PARTNER
Location
Shavano Park, TX
Summary
This page shows a list of all the recent 13F filings made by VitalStone Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VitalStone Financial, LLC reported 495 stock holdings with total value $146,792,733 as of Q3 2024. Top holdings included SGOV, QQQ, VUG, CLOI, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 495 $146,792,733 +$22,188,553 -$16,593,515 +$5,595,038 SGOV, QQQ, VUG, CLOI, IVV 13F-HR 11 Oct 2024, 17:16
Q2 2024 493 $137,958,513 +$29,589,311 -$21,828,746 +$7,760,565 SGOV, QQQ, VUG, CLOI, IVV 13F-HR 07 Aug 2024, 15:56
Q1 2024 458 $130,864,000 +$34,577,292 -$33,126,617 +$1,450,675 SGOV, QQQ, VUG, BUFR, CLOI 13F-HR 06 May 2024, 15:42
Q4 2023 474 $124,993,000 +$21,703,218 -$21,217,288 +$485,930 SGOV, QQQ, BIL, BUFR, IJR 13F-HR 14 Feb 2024, 12:06
Q3 2023 446 $117,300,000 +$80,804,815 -$125,519,669 -$44,714,854 SGOV, QQQ, BIL, BUFR, VUG 13F-HR 15 Nov 2023, 16:37
Q2 2023 1,037 $162,335,405 +$139,377,004 -$53,862,267 +$85,514,737 BIL, PSQ, GLD, SH, FXI 13F-HR 21 Aug 2023, 14:38
Q1 2023 371 $73,236,003 $0 $0 $0 USMV, XLG, OEF, VGT, MGC Restatement 16 May 2023, 13:43
Q4 2022 617 $143,702,000 $0 $0 $0 BIL, SCHD, NVDA, IYK, XLG 13F-HR 30 Jan 2023, 13:12