Victrix Investment Advisors Top Holdings and 13F Report (2025) About Victrix Investment AdvisorsInvestment ActivityVictrix Investment Advisors has $190.38 million in total holdings as of March 31, 2025.Victrix Investment Advisors owns shares of 95 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 33.20% of the portfolio was purchased this quarter.About 2.32% of the portfolio was sold this quarter.This quarter, Victrix Investment Advisors has purchased 64 new stocks and bought additional shares in 26 stocks.Victrix Investment Advisors sold shares of 33 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $8,942,233Berkshire Hathaway $8,720,998Apple $8,213,786Amazon.com $6,973,394Vanguard S&P 500 ETF $6,903,176 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $6,903,176 Holding921943858 - Vanguard FTSE Developed Markets ETF $5,657,404 Holding808524607 - Schwab US Small-Cap ETF $5,136,364 Holding808524508 - Schwab U.S. Mid-Cap ETF $4,744,331 Holding78462F103 - SPDR S&P 500 ETF Trust $4,698,163 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 13,716 shares (about $6.90M)Vanguard FTSE Developed Markets ETF 116,641 shares (about $5.66M)Schwab US Small-Cap ETF 227,542 shares (about $5.14M)Schwab U.S. Mid-Cap ETF 186,491 shares (about $4.74M)SPDR S&P 500 ETF Trust 8,551 shares (about $4.70M) Largest Sales this Quarter Eli Lilly and Company 650 shares (about $594.66K)Duke Energy 3,679 shares (about $447.64K)Shell 6,311 shares (about $437.45K)Advanced Micro Devices 2,851 shares (about $289.85K)Bank of America 6,059 shares (about $246.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVictrix Investment Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$8,942,233$145,463 ▼-1.6%82,6834.7%Computer and TechnologyBRK.BBerkshire Hathaway$8,720,998$29,415 ▼-0.3%16,6034.6%FinanceAAPLApple$8,213,786$73,941 ▼-0.9%37,3254.3%Computer and TechnologyAMZNAmazon.com$6,973,394$72,847 ▲1.1%37,0463.7%Retail/WholesaleVOOVanguard S&P 500 ETF$6,903,176$6,903,176 ▲New Holding13,7163.6%ETFGOOGLAlphabet$6,848,813$192,004 ▲2.9%45,3013.6%Computer and TechnologyMSFTMicrosoft$6,059,218$308,740 ▲5.4%16,0933.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$5,657,404$5,657,404 ▲New Holding116,6413.0%ETFSCHASchwab US Small-Cap ETF$5,136,364$5,136,364 ▲New Holding227,5422.7%ETFSCHMSchwab U.S. Mid-Cap ETF$4,744,331$4,744,331 ▲New Holding186,4912.5%ETFSPYSPDR S&P 500 ETF Trust$4,698,163$4,698,163 ▲New Holding8,5512.5%FinanceQQQInvesco QQQ$4,219,428$4,219,428 ▲New Holding9,2172.2%FinanceMMM3M$4,093,185$4,389 ▼-0.1%28,9092.2%Multi-Sector ConglomeratesBACBank of America$4,010,948$246,299 ▼-5.8%98,6702.1%FinanceVTVVanguard Value ETF$3,828,823$3,828,823 ▲New Holding22,9972.0%ETFLMTLockheed Martin$3,717,225$260,576 ▲7.5%8,5452.0%AerospaceJNJJohnson & Johnson$3,690,648$21,853 ▲0.6%23,1371.9%MedicalHDHome Depot$3,609,599$114,443 ▲3.3%10,0931.9%Retail/WholesaleWMTWalmart$3,604,925$45,830 ▼-1.3%41,6101.9%Retail/WholesaleCSCOCisco Systems$3,572,787$61,901 ▼-1.7%60,7771.9%Computer and TechnologyCBChubb$3,486,475$84,431 ▼-2.4%11,8101.8%FinanceVVisa$3,309,761$36,481 ▲1.1%9,6171.7%Business ServicesSCHWCharles Schwab$3,238,549$48,000 ▼-1.5%43,2481.7%FinanceREGNRegeneron Pharmaceuticals$3,107,7270.0%4,9001.6%MedicalMETAMeta Platforms$2,971,909$362,208 ▲13.9%5,2841.6%Computer and TechnologyBABoeing$2,823,114$82,398 ▼-2.8%17,2681.5%AerospaceUNHUnitedHealth Group$2,819,346$130,979 ▲4.9%5,5751.5%MedicalJPMJPMorgan Chase & Co.$2,765,529$474,339 ▲20.7%11,4741.5%FinancePFFiShares Preferred and Income Securities ETF$2,703,902$2,703,902 ▲New Holding89,3111.4%ETFVWOVanguard FTSE Emerging Markets ETF$2,495,501$2,495,501 ▲New Holding57,7641.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,372,510$2,372,510 ▲New Holding104,0421.2%ETFTXNTexas Instruments$2,220,014$150,456 ▲7.3%12,6601.2%Computer and TechnologyDISWalt Disney$2,209,162$27,455 ▲1.3%23,5761.2%Consumer DiscretionarySCHXSchwab US Large-Cap ETF$2,027,313$2,027,313 ▲New Holding97,2321.1%ETFRSPInvesco S&P 500 Equal Weight ETF$1,902,267$1,902,267 ▲New Holding11,2461.0%ETFCATCaterpillar$1,899,790$11,798 ▲0.6%5,7971.0%IndustrialsMRKMerck & Co., Inc.$1,843,347$1,449 ▼-0.1%21,6311.0%MedicalABBVAbbVie$1,828,930$635,537 ▲53.3%8,8291.0%MedicalINTCIntel$1,733,639$34,194 ▼-1.9%80,1070.9%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,553,096$1,553,096 ▲New Holding57,9470.8%ETFDUKDuke Energy$1,504,744$447,639 ▼-22.9%12,3670.8%UtilitiesSCHJSchwab 1-5 Year Corporate Bond ETF$1,477,562$1,477,562 ▲New Holding60,5680.8%ETFNEENextEra Energy$1,442,636$548,358 ▲61.3%21,3860.8%UtilitiesGEGE Aerospace$1,374,450$67,652 ▼-4.7%6,8670.7%IndustrialsTGTTarget$1,352,932$12,625 ▲0.9%13,5020.7%Retail/WholesaleNOCNorthrop Grumman$1,260,569$100,866 ▲8.7%2,4620.7%AerospaceSHELShell$1,256,679$437,446 ▼-25.8%18,1300.7%EnergyGSThe Goldman Sachs Group$1,247,180$3,221 ▼-0.3%2,3230.7%FinanceSCHFSchwab International Equity ETF$1,228,812$1,228,812 ▲New Holding65,2700.6%ETFXOMExxon Mobil$1,180,782$263,927 ▲28.8%10,0260.6%EnergyIEFAiShares Core MSCI EAFE ETF$1,077,105$1,077,105 ▲New Holding14,2380.6%ETFMCKMcKesson$946,185$30,912 ▼-3.2%1,4080.5%MedicalGOOGAlphabet$877,481$87,084 ▼-9.0%5,6830.5%Computer and TechnologyMAMastercard$855,442$17,514 ▼-2.0%1,5630.4%Business ServicesVXFVanguard Extended Market ETF$818,580$818,580 ▲New Holding4,7520.4%ETFTSMTaiwan Semiconductor Manufacturing$803,938$371,186 ▲85.8%4,9490.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$792,954$792,954 ▲New Holding7,5830.4%ETFRTXRTX$738,531$51,435 ▼-6.5%5,6860.4%AerospaceIEMGiShares Core MSCI Emerging Markets ETF$668,311$668,311 ▲New Holding12,3830.4%ETFCOSTCostco Wholesale$657,247$18,230 ▼-2.7%6850.3%Retail/WholesaleMKLMarkel Group$605,754$46,311 ▼-7.1%3270.3%Multi-Sector ConglomeratesPGProcter & Gamble$575,849$187,292 ▲48.2%3,3790.3%Consumer StaplesLLYEli Lilly and Company$514,151$594,659 ▼-53.6%5620.3%MedicalSNOWSnowflake$507,468$41,656 ▼-7.6%3,4720.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$490,364$57,130 ▼-10.4%5,7680.3%CL ASCHESchwab Emerging Markets Equity ETF$470,840$470,840 ▲New Holding17,7110.2%ETFMCDMcDonald's$453,874$453,874 ▲New Holding1,5400.2%Retail/WholesaleCVXChevron$448,470$448,470 ▲New Holding2,7430.2%EnergyDIASPDR Dow Jones Industrial Average ETF Trust$434,996$434,996 ▲New Holding1,1660.2%FinanceAMDAdvanced Micro Devices$428,529$289,854 ▼-40.3%4,2150.2%Computer and TechnologyLHXL3Harris Technologies$426,708$26,243 ▲6.6%2,0650.2%AerospaceAVGOBroadcom$395,000$2,642 ▼-0.7%2,2430.2%Computer and TechnologyDEDeere & Company$376,902$461 ▲0.1%8180.2%IndustrialsCAHCardinal Health$366,330$13,777 ▲3.9%2,6590.2%MedicalABTAbbott Laboratories$341,768$341,768 ▲New Holding2,5760.2%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$334,622$334,622 ▲New Holding13,3640.2%ETFEDConsolidated Edison$330,4430.0%2,9880.2%UtilitiesTSLATesla$328,913$41,724 ▲14.5%1,2140.2%Auto/Tires/TrucksCAVACAVA Group$322,914$98,421 ▲43.8%3,7370.2%Retail/WholesalePANWPalo Alto Networks$315,001$12,780 ▲4.2%1,8240.2%Computer and TechnologyMMCMarsh & McLennan Companies$306,990$3,660 ▼-1.2%1,2580.2%FinanceUNPUnion Pacific$304,290$92,124 ▼-23.2%1,3080.2%TransportationVBRVanguard Small-Cap Value ETF$299,393$299,393 ▲New Holding1,6070.2%ETFGE VERNOVA INC$285,132$76,625 ▼-21.2%9340.1%COMGEHCGE HealthCare Technologies$264,002$2,663 ▼-1.0%3,2710.1%MedicalIWMiShares Russell 2000 ETF$249,961$249,961 ▲New Holding1,2530.1%FinanceVIGVanguard Dividend Appreciation ETF$249,665$249,665 ▲New Holding1,2870.1%ETFARISTA NETWORKS INC$247,9360.0%3,2000.1%COM SHSFBCGFidelity Blue Chip Growth ETF$239,021$239,021 ▲New Holding5,9800.1%ETFDVYiShares Select Dividend ETF$237,693$237,693 ▲New Holding2,0200.1%ETFDGXQuest Diagnostics$232,650$38,070 ▼-14.1%1,3750.1%MedicalTMUST-Mobile US$231,238$231,238 ▲New Holding8670.1%Computer and TechnologyNDAQNasdaq$219,994$219,994 ▲New Holding2,9000.1%FinanceHUMHumana$213,797$21,168 ▼-9.0%8080.1%MedicalVDCVanguard Consumer Staples ETF$207,223$207,223 ▲New Holding9470.1%ETFVRSNVeriSign$0$899,655 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$228,347 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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