VitalStone Financial, LLC

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 11, 2024
Value $
$147M
Signature - Title
Christopher Mcneil - PARTNER
Location
3009 Napier Park, Shavano Park, TX
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 495 $147M +$22.2M -$16.6M +$5.6M SGOV, QQQ, VUG, CLOI, IVV 13F-HR 10/11/2024, 05:16 PM
Q2 2024 493 $138M +$29.6M -$21.8M +$7.76M SGOV, QQQ, VUG, CLOI, IVV 13F-HR 8/7/2024, 03:56 PM
Q1 2024 458 $131M +$34.6M -$33.1M +$1.45M SGOV, QQQ, VUG, BUFR, CLOI 13F-HR 5/6/2024, 03:42 PM
Q4 2023 474 $125M +$21.7M -$21.2M +$486K SGOV, QQQ, BIL, BUFR, IJR 13F-HR 2/14/2024, 12:06 PM
Q3 2023 446 $117M +$80.8M -$126M -$44.7M SGOV, QQQ, BIL, BUFR, VUG 13F-HR 11/15/2023, 04:37 PM
Q2 2023 1,037 $162M +$139M -$53.9M +$85.5M BIL, PSQ, GLD, SH, FXI 13F-HR 8/21/2023, 02:38 PM
Q1 2023 371 $73.2M $0 $0 USMV, XLG, OEF, VGT, MGC Restatement 5/16/2023, 01:43 PM
Q4 2022 617 $144M $0 $0 BIL, SCHD, NVDA, IYK, XLG 13F-HR 1/30/2023, 01:12 PM