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  Name: VICTORY FINANCIAL GROUP LLC
  City: AUSTIN
  State: TX
  Zip: 78730
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $168,939,000
  Total Value Change : $21,059,000
  Securities Held Change : -3
   
All Securities Held : 60
  New Positions : 8
  Closed Positions : 11
  Increased Positions : 13
  Unchanged Positions : 5
  Decreased Positions : 34

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 1 - $77.89 $31,766,000 393,978 18.8% 8,584,000 89,476 0.131    N/A
   (IWY)1 Year Chart         IWY iShares Trust 2 - $205.98 $29,881,000 153,158 17.69% 8,537,000 31,343 0.17    N/A
   (JKH)1 Year Chart         JKH iShares Trust - Mid Growth ... 3 - $67.16 $15,308,000 216,577 9.06% 3,578,000 34,583 0.57    Closed - End Fund - E...
   (FVD)1 Year Chart         FVD First Trust Value Line Divi... 4 - $41.36 $15,002,000 355,244 8.88% 2,713,000 52,267 0.126    Closed - End Fund - Debt
   (XLK)1 Year Chart         XLK SPDR Technology Sector 5 - $215.60 $8,175,000 39,253 4.84% 1,809,000 6,182 0.013    Closed - End Fund - E...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 6 - $534.67 $7,950,000 14,289 4.71% 1,586,000 1,746 0.034    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 7 - $183.57 $7,546,000 39,327 4.47% 1,714,000 6,919 0.033    Closed - End Fund - E...
   (VCLT)1 Year Chart         VCLT Vanguard Long-Term Corpora 10 - $76.15 $3,524,000 45,049 2.09% 891,000 12,204 0.067    Closed - End Fund - Debt
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 24 - $217.92 $1,101,000 4,815 0.65% 118,000 207 0.003    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 33 - $58.45 $476,000 7,837 0.28% -887,000 2,918 0.003    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 36 - $177.81 $404,000 2,300 0.24% -93,000 298 0    Auto Manufacturers
   (LLY)1 Year Chart         LLY Eli Lilly & Co 41 - $849.99 $332,000 427 0.2% 112,000 49 0    Drug Manufacturers - ...
   (GTE)1 Year Chart         GTE Gran Tierra Energy Inc 59 - $8.35 $140,000 19,560 0.08% 31,000 250 0.005    Integrated Oil & Gas
      13 Records Found
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