Vivid Wealth Management, LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 24, 2024
Value $: $191M
Signature - Title: Thomas S. Breitbach - Chief Compliance Officer
Location: West Des Moines, IA
Summary: This page shows a list of all the recent 13F filings made by Vivid Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vivid Wealth Management, LLC reported 60 stock holdings with total value $191M as of Q3 2024. Top holdings included IVV, QQQ, BIL, SGOV, and VTV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	60	$191M	+$27.7M	-$21.6M	+$6.14M	IVV, QQQ, BIL, SGOV, VTV	13F-HR	10/24/2024, 02:53 PM
Q2 2024	70	$179M	+$52.2M	-$37.6M	+$14.6M	IVV, QQQ, BIL, SGOV, VTV	13F-HR	7/25/2024, 10:24 AM
Q1 2024	71	$160M	+$2.15M	-$1.66M	+$484K	IVV, QQQ, BIL, SGOV, XLK	13F-HR	4/15/2024, 10:17 AM
Q4 2023	69	$147M	$0	$0		IVV, QQQ, BIL, SGOV, XLK	13F-HR	1/26/2024, 12:55 PM