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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Virtus Wealth Solutions
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| CRD # | 332536 |
| SEC # | 801-130985 |
| CIK # | 0002045870 |
| AUM | $501.4 M (2025-03-24) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 908-967-6360 |
| Address | 517 Centennial Avenue Cranford, NJ 07016 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 46.3 | ||
| Broadcom Inc | 24.4 | ||
| Facebook Inc | 14.6 | ||
| AMER Sports Inc | 14.6 | ||
| Yandex NV | 12.4 | ||
| Microsoft Corp | 8.3 | ||
| Rubrik Inc | 8.1 | ||
| Coreweave Inc | 7.4 | ||
| Astera Labs Inc | 7.3 | ||
| New Providence Acquisition Corp | 6.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 204 | 79.0 |
| (b) Individuals (high net worth individuals) | 101 | 385.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 7.9 |
| (h) Charitable organizations | 2 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 26.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,021 | 501.4 |
| By Discretionary | ||
| Discretionary | 1,021 | 501.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,021 | 501.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 501.4 | |
| Total | 1,021 | 501.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002045870] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Morganrosel Wealth Management LLC
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|
CO | 0.5 |
|
Three Arch Wealth Management LLC
✚
|
CA | 0.5 |
|
Westchester Capital Management Inc
✚
|
NE | 0.5 |
|
Giverny Capital Asset Management LLC
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|
NY | 0.5 |
|
Gross & Hartman Investments LLC
✚
|
PA | 0.5 |
|
Stewart Wealth Management Inc
✚
|
CA | 0.5 |
|
Wooster Corthell Wealth Management Inc
✚
|
CT | 0.5 |
|
First Advisors National LLC
✚
|
GA | 0.5 |
|
Snider Retirement Strategies Inc
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|
WA | 0.5 |
|
Taiber Kosmala & Associates LLC
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|
IL | 0.5 |