Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

VitalStone Financial

Latest statistics and disclosures from VitalStone Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are SGOV, QQQ, VUG, BUFR, CLOI, and represent 30.72% of VitalStone Financial's stock portfolio.
Added to shares of these 10 stocks: IJH, USMV, VUG, QQQ, IVV, USDU, GBTC, TFLO, MARA, BLOK.
Started 89 new stock positions in POST, UCON, IYW, ACLS, QTEC, IDXX, BIDU, TOL, BAH, DCI.
Reduced shares in these 10 stocks: SGOV, IJR, GSY, BIL, PDBC, OIH, SPY, PSQ, GDX, XMPT.
Sold out of its positions in AFRM, Alteryx, AMT, AMGN, APH, AIZ, AVB, DJP, VXX, BBWI.
VitalStone Financial was a net buyer of stock by $1.0M.
VitalStone Financial has $131M in assets under management (AUM), dropping by 3.90%.
Central Index Key (CIK): 0001963478

Tip: Access up to 7 years of quarterly data

Positions held by VitalStone Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for VitalStone Financial

VitalStone Financial holds 529 positions in its portfolio as reported in the March 2024 quarterly 13F filing

VitalStone Financial has 529 total positions. Only the first 250 positions are shown.

Sign up to view all of the VitalStone Financial March 31, 2024 positions
Download the VitalStone Financial March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	12.5	$16M	-22%	162k	100.71	View chart
Invesco Qqq Trust Series I Etf (QQQ)	8.5	$11M	+21%	25k	443.99	View chart
Vanguard Growth Etf Etf (VUG)	3.4	$4.4M	+107%	13k	344.17	View chart
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)	3.3	$4.3M	-14%	155k	27.96	View chart
Vaneck Clo Etf Etf (CLOI)	3.0	$4.0M	-4%	75k	52.82	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	2.9	$3.8M	-5%	43k	89.89	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.9	$3.8M	+341%	63k	60.74	View chart
Vanguard Value Etf Etf (VTV)	2.8	$3.7M	-7%	23k	162.85	View chart
Ishares Core S&p 500 Etf Etf (IVV)	2.6	$3.4M	+114%	6.5k	525.75	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	2.2	$2.9M	-42%	32k	91.80	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	1.9	$2.6M	+30118%	31k	83.58	View chart
Nvidia Corporation Stock (NVDA)	1.7	$2.3M	-20%	2.5k	903.69	View chart
Ishares National Muni Bond Etf Etf (MUB)	1.7	$2.2M	-5%	21k	107.60	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.6	$2.1M	-51%	19k	110.52	View chart
Ishares Global Tech Etf Etf (IXN)	1.4	$1.9M	-2%	25k	74.81	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	1.3	$1.8M	-48%	127k	13.87	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	1.3	$1.8M	+23%	36k	48.26	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	1.3	$1.7M	+332%	33k	50.68	View chart
Wisdomtree Bloomberg Us Dollar Bullish Fund Etf (USDU)	1.3	$1.6M	+658%	63k	26.21	View chart
Ft Vest Fund Of Nasdaq-100 Buffer Etfs Etf (BUFQ)	1.2	$1.6M	+40%	58k	28.33	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.1	$1.4M	+9%	3.0k	480.59	View chart
Spdr Gold Shares Etf (GLD)	1.1	$1.4M		6.8k	205.74	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	1.0	$1.3M	-13%	16k	80.65	View chart
Grayscale Bitcoin Trust Etf (GBTC)	1.0	$1.3M	NEW	21k	63.19	View chart
Disney Walt Stock (DIS)	1.0	$1.3M	+15%	11k	122.37	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	0.9	$1.2M	-20%	37k	32.41	View chart
Vaneck Oil Services Etf Etf (OIH)	0.9	$1.1M	-46%	3.3k	336.34	View chart
Microsoft Corp Stock (MSFT)	0.8	$1.1M	+38%	2.6k	420.75	View chart
Amplify Transformational Data Sharing Etf Etf (BLOK)	0.8	$1.0M	+377%	28k	36.43	View chart
Vanguard Large-cap Etf Etf (VV)	0.8	$996k	+4%	4.2k	239.83	View chart
Apple Stock (AAPL)	0.7	$941k	+18%	5.5k	171.50	View chart
Marathon Digital Holdings Stock (MARA)	0.7	$931k	+1223%	41k	22.58	View chart
Vaneck Cef Muni Income Etf Etf (XMPT)	0.7	$881k	-46%	41k	21.64	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.7	$872k	+426%	5.7k	152.18	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	0.7	$856k		13k	67.37	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.6	$837k	-14%	491.00	1704.68	View chart
Simplify Interest Rate Hedge Etf Etf (PFIX)	0.6	$811k	+6655%	18k	44.80	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.6	$795k	+3%	3.1k	259.80	View chart
Eli Lilly & Co Stock (LLY)	0.6	$741k	-23%	952.00	778.36	View chart
Advanced Micro Devices Stock (AMD)	0.5	$694k	-13%	3.8k	180.59	View chart
Vaneck Morningstar Smid Moat Etf Etf (SMOT)	0.5	$656k	-5%	19k	34.13	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.4	$588k	+394%	3.2k	182.55	View chart
Albemarle Corp Stock (ALB)	0.4	$562k	+31%	4.3k	131.80	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.4	$558k	-16%	13k	42.23	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.4	$540k	+21%	8.0k	67.32	View chart
Uber Technologies Stock (UBER)	0.4	$540k	-3%	7.0k	77.04	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$523k	-36%	1.6k	336.98	View chart
Tesla Stock (TSLA)	0.4	$518k	+35%	2.9k	175.83	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.4	$514k	+1148%	15k	34.83	View chart
Amazon Stock (AMZN)	0.4	$511k	+123%	2.8k	180.44	View chart
Agf U.s. Market Neutral Anti-beta Fund Etf (BTAL)	0.4	$495k	+883%	28k	18.01	View chart
Alibaba Group Hldg Adr (BABA)	0.4	$488k	+4861%	6.7k	72.32	View chart
Sofi Technologies Stock (SOFI)	0.3	$443k	-22%	61k	7.30	View chart
Ft Vest Fund Of Deep Buffer Etfs Etf (BUFD)	0.3	$420k	NEW	18k	23.61	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$409k	+836%	843.00	485.17	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.3	$379k	-9%	1.2k	320.37	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.3	$365k	+635%	7.3k	50.16	View chart
Valkyrie Bitcoin Miners Etf Etf (WGMI)	0.3	$364k	+1589%	20k	18.31	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.3	$360k	-2%	2.7k	131.24	View chart
Tenet Healthcare Corp Stock (THC)	0.3	$359k	-42%	3.4k	105.16	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.3	$356k	+49%	6.3k	56.23	View chart
Eaton Corp Stock (ETN)	0.3	$354k	NEW	1.1k	312.44	View chart
Paccar Stock (PCAR)	0.3	$351k	NEW	2.8k	123.77	View chart
Hartford Finl Svcs Group Stock (HIG)	0.3	$350k	NEW	3.4k	102.94	View chart
Hormel Foods Corp Stock (HRL)	0.3	$348k	-18%	10k	34.94	View chart
United Rentals Stock (URI)	0.3	$346k	+15900%	480.00	720.83	View chart
Corteva Stock (CTVA)	0.3	$344k	NEW	6.0k	57.63	View chart
Toll Brothers Stock (TOL)	0.3	$343k	NEW	2.7k	129.43	View chart
Arista Networks Stock (ANET)	0.3	$343k	+6466%	1.2k	290.19	View chart
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT)	0.3	$343k	NEW	9.1k	37.50	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.3	$342k		2.2k	155.88	View chart
Telephone & Data Sys Stock (TDS)	0.3	$340k		21k	16.02	View chart
Newmont Corp Stock (NEM)	0.3	$339k	+946000%	9.5k	35.83	View chart
Designer Brands Inc Cl A Stock (DBI)	0.3	$337k	NEW	31k	10.95	View chart
Paypal Hldgs Stock (PYPL)	0.3	$334k	+71157%	5.0k	66.96	View chart
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)	0.3	$330k	+92%	5.7k	57.92	View chart
Cdw Corp Stock (CDW)	0.2	$327k	NEW	1.3k	255.87	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	0.2	$326k	NEW	11k	28.64	View chart
Tjx Cos Stock (TJX)	0.2	$325k	+379%	3.2k	101.50	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.2	$323k	+1446%	3.4k	94.53	View chart
Arch Resources Inc Cl A Stock (ARCH)	0.2	$320k	NEW	2.0k	160.56	View chart
Msci Stock (MSCI)	0.2	$313k	-23%	559.00	559.93	View chart
Hewlett Packard Enterprise Stock (HPE)	0.2	$311k	NEW	18k	17.76	View chart
Cleanspark Stock (CLSK)	0.2	$311k	+35%	15k	21.19	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.2	$306k	+146%	6.1k	50.31	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.2	$296k	-17%	5.0k	59.65	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.2	$293k	+33%	1.6k	187.10	View chart
Kraneshares Csi China Internet Etf Etf (KWEB)	0.2	$284k	+2563%	11k	26.27	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.2	$282k		2.4k	117.21	View chart
Proshares Ultrapro Qqq Etf (TQQQ)	0.2	$277k	+130%	4.5k	61.64	View chart
Ishares China Large-cap Etf Etf (FXI)	0.2	$268k	NEW	11k	24.04	View chart
Bitwise Bitcoin Etf Trust Etf	0.2	$267k	NEW	6.9k	38.67	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.2	$253k	-32%	2.7k	94.76	View chart
Fs Kkr Cap Corp Cef (FSK)	0.2	$253k		13k	19.06	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.2	$250k	-11%	2.6k	94.59	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$245k	-11%	3.2k	76.61	View chart
Ark Innovation Etf Etf (ARKK)	0.2	$243k		4.8k	50.15	View chart
Chevron Corp Stock (CVX)	0.2	$242k	+6%	1.5k	157.96	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$240k		962.00	249.48	View chart
Devon Energy Corp Stock (DVN)	0.2	$239k	-9%	4.8k	50.13	View chart
Invesco Ultra Short Duration Etf Etf (GSY)	0.2	$232k	-90%	4.7k	49.88	View chart
Northrop Grumman Corp Stock (NOC)	0.2	$214k	+244%	448.00	477.68	View chart
Broadcom Stock (AVGO)	0.2	$212k	+300%	160.00	1325.00	View chart
Enphase Energy Stock (ENPH)	0.2	$211k	+96%	1.7k	120.71	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$211k		1.1k	191.82	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.2	$202k		1.8k	110.56	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.2	$197k		1.7k	114.20	View chart
Mastec Stock (MTZ)	0.1	$194k		2.1k	93.27	View chart
Direxion Daily S&p 500 Bull 3x Shares Etf (SPXL)	0.1	$171k	+66%	1.3k	134.01	View chart
Potlatchdeltic Corporation Reit (PCH)	0.1	$170k		3.6k	47.12	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$167k		710.00	235.21	View chart
Mcdonalds Corp Stock (MCD)	0.1	$167k	+26%	594.00	281.14	View chart
Regal Rexnord Corporation Stock (RRX)	0.1	$167k	NEW	930.00	179.57	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$151k	-17%	1.9k	77.84	View chart
Inventrust Pptys Corp Reit (IVT)	0.1	$151k	-23%	5.9k	25.73	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.1	$149k	+3%	2.9k	51.41	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$148k	-86%	281.00	524.86	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$146k	-84%	4.6k	31.61	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$145k	-12%	1.2k	116.09	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.1	$135k	NEW	1.3k	106.55	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$133k	+803%	949.00	140.15	View chart
Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG)	0.1	$128k	-50%	1.5k	83.28	View chart
First Trust Energy Alphadex Fund Etf (FXN)	0.1	$124k	-55%	6.6k	18.70	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$124k	-54%	3.0k	41.85	View chart
Comerica Stock (CMA)	0.1	$124k		2.3k	55.01	View chart
Kite Rlty Group Tr Reit (KRG)	0.1	$115k	-31%	5.3k	21.61	View chart
Cipher Mining Stock (CIFR)	0.1	$114k	+2111%	22k	5.15	View chart
Commercial Metals Stock (CMC)	0.1	$112k		1.9k	58.64	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$111k	-6%	444.00	250.00	View chart
Global X Cybersecurity Etf Etf (BUG)	0.1	$108k		3.6k	29.64	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.1	$108k	NEW	565.00	191.15	View chart
Invesco S&p Midcap 400 Pure Value Etf Etf (RFV)	0.1	$107k	-48%	895.00	119.55	View chart
Vanguard Energy Etf Etf (VDE)	0.1	$107k	-13%	812.00	131.77	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.1	$107k	+292%	4.1k	25.93	View chart
Ishares Bitcoin Trust Registered Etf	0.1	$104k	NEW	2.6k	40.59	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$104k		1.4k	76.98	View chart
Direxion Daily Semiconductor Bull 3x Shares Etf (SOXL)	0.1	$102k	+437%	2.2k	46.66	View chart
Spdr S&p 1500 Momentum Tilt Etf Etf (MMTM)	0.1	$97k	-10%	422.00	229.86	View chart
First Trust International Developed Capital Strength Etf Etf (FICS)	0.1	$92k	+690%	2.6k	35.05	View chart
Masimo Corp Stock (MASI)	0.1	$88k		597.00	147.40	View chart
Walmart Stock (WMT)	0.1	$86k	+332%	1.4k	60.27	View chart
Costco Whsl Corp Stock (COST)	0.1	$86k		118.00	728.81	View chart
Netflix Stock (NFLX)	0.1	$86k	+129%	142.00	605.63	View chart
International Business Machs Stock (IBM)	0.1	$84k	NEW	440.00	190.91	View chart
2x Bitcoin Strategy Etf Etf (BITX)	0.1	$84k	+142%	1.6k	53.33	View chart
Cisco Sys Stock (CSCO)	0.1	$79k	+84%	1.6k	49.59	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	0.1	$78k	-16%	733.00	106.41	View chart
Home Depot Stock (HD)	0.1	$77k		201.00	383.08	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$77k		883.00	87.20	View chart
Ishares Silver Trust Etf (SLV)	0.1	$76k	-82%	3.4k	22.69	View chart
First Trust Financials Alphadex Fund Etf (FXO)	0.1	$76k	+35%	1.6k	47.59	View chart
Ishares Core Conservative Allocation Etf Etf (AOK)	0.1	$76k	+3%	2.1k	36.59	View chart
Iris Energy Ltd Ordinary Shares Stock (IREN)	0.1	$75k	+373%	14k	5.39	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$75k	+21%	1.8k	41.92	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.1	$73k	-16%	1.4k	53.44	View chart
Merck & Co Stock (MRK)	0.1	$69k		522.00	132.18	View chart
Caterpillar Stock (CAT)	0.1	$67k		182.00	368.13	View chart
Blackrock Stock (BLK)	0.1	$67k		80.00	837.50	View chart
Procter And Gamble Stock (PG)	0.0	$63k		389.00	161.95	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$62k		495.00	125.25	View chart
Marvell Technology Stock (MRVL)	0.0	$61k	-10%	863.00	70.68	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.0	$59k	-82%	741.00	79.62	View chart
Invesco S&p 500 High Beta Etf Etf (SPHB)	0.0	$57k	-76%	653.00	87.29	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$57k	-2%	582.00	97.94	View chart
Purecycle Technologies Stock (PCT)	0.0	$54k	-8%	8.7k	6.21	View chart
Vanguard Long-term Corporate Bond Etf Etf (VCLT)	0.0	$54k	-7%	691.00	78.15	View chart
Conocophillips Stock (COP)	0.0	$52k		412.00	126.21	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.0	$52k	-26%	1.8k	29.60	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$51k		253.00	201.58	View chart
Global X Uranium Etf Etf (URA)	0.0	$49k		1.7k	28.82	View chart
Proshares Bitcoin Strategy Etf Etf (BITO)	0.0	$49k	-45%	1.5k	31.98	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$48k	+6%	184.00	260.87	View chart
Microsectors Fang Index 3x Leveraged Etn Etf (FNGU)	0.0	$48k	+192%	146.00	328.77	View chart
Johnson & Johnson Stock (JNJ)	0.0	$47k		297.00	158.25	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$45k	+55%	93.00	483.87	View chart
Pepsico Stock (PEP)	0.0	$45k		255.00	176.47	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.0	$45k		1.2k	38.79	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$44k	+44%	465.00	94.62	View chart
Prudential Finl Stock (PRU)	0.0	$44k		373.00	117.96	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$44k	+16%	208.00	211.54	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.0	$43k		284.00	151.41	View chart
Abbvie Stock (ABBV)	0.0	$42k		232.00	181.03	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$41k		700.00	58.57	View chart
Pioneer Nat Res Stock (PXD)	0.0	$40k	-8%	154.00	259.74	View chart
Oreilly Automotive Stock (ORLY)	0.0	$40k	-61%	35.00	1142.86	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$39k	-11%	446.00	87.44	View chart
Philip Morris Intl Stock (PM)	0.0	$38k		420.00	90.48	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$38k	+4%	140.00	271.43	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$38k	+1418%	167.00	227.54	View chart
Bitfarms Stock (BITF)	0.0	$37k	NEW	17k	2.25	View chart
Franklin Dynamic Municipal Bond Etf Etf (FLMI)	0.0	$37k	+15%	1.5k	24.67	View chart
Cameco Corp Stock (CCJ)	0.0	$37k		864.00	42.82	View chart
General Dynamics Corp Stock (GD)	0.0	$37k	+25%	131.00	282.44	View chart
Xenia Hotels & Resorts Reit (XHR)	0.0	$37k		2.5k	14.91	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$36k	NEW	264.00	136.36	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$35k	+8%	609.00	57.47	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.0	$35k	+591%	166.00	210.84	View chart
Spdr S&p Homebuilders Etf Etf (XHB)	0.0	$35k	-55%	311.00	112.54	View chart
Super Micro Computer Stock (SMCI)	0.0	$35k	+250%	35.00	1000.00	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$34k	+27%	1.8k	18.57	View chart
Southern Stock (SO)	0.0	$34k		474.00	71.73	View chart
Boeing Stock (BA)	0.0	$34k	+4%	179.00	189.94	View chart
Neos Nasdaq 100 High Income Etf Etf	0.0	$33k	NEW	655.00	50.38	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$33k	+9%	469.00	70.36	View chart
Coca Cola Stock (KO)	0.0	$31k		501.00	61.88	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.0	$29k		333.00	87.09	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$29k	+61%	285.00	101.75	View chart
Etsy Stock (ETSY)	0.0	$29k	-32%	415.00	69.88	View chart
Nike Inc Cl B Stock (NKE)	0.0	$28k	-8%	295.00	94.92	View chart
Mckesson Corp Stock (MCK)	0.0	$27k		51.00	529.41	View chart
Fidelity Low Volatility Factor Etf Etf (FDLO)	0.0	$26k	-12%	457.00	56.89	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$26k		61.00	426.23	View chart
Proshares S&p 500 Ex-energy Etf Etf (SPXE)	0.0	$25k		225.00	111.11	View chart
Snowflake Inc Cl A Stock (SNOW)	0.0	$25k	+8%	155.00	161.29	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.0	$25k	-9%	849.00	29.45	View chart
Vulcan Matls Stock (VMC)	0.0	$24k	-95%	87.00	275.86	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$24k	+20%	600.00	40.00	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$24k		566.00	42.40	View chart
Baidu Inc Spon Adr Rep A Adr (BIDU)	0.0	$23k	NEW	221.00	104.07	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$23k		92.00	250.00	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$22k		49.00	448.98	View chart
Goldman Sachs Physical Gold Etf Etf	0.0	$22k	-33%	1.0k	22.00	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$22k	-15%	276.00	79.71	View chart
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.0	$21k	-59%	831.00	25.27	View chart
Occidental Pete Corp Stock (OXY)	0.0	$21k	-31%	316.00	66.46	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$21k		307.00	68.40	View chart
Gilead Sciences Stock (GILD)	0.0	$21k		285.00	73.68	View chart
Rtx Corporation Stock (RTX)	0.0	$21k		213.00	98.59	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$20k		170.00	117.65	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$20k	-11%	75.00	266.67	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$20k	-93%	119.00	168.07	View chart
Applied Matls Stock (AMAT)	0.0	$19k		91.00	208.79	View chart
Emerson Elec Stock (EMR)	0.0	$19k		170.00	111.76	View chart
Abbott Labs Stock (ABT)	0.0	$19k		166.00	114.46	View chart
Royal Caribbean Group Stock (RCL)	0.0	$19k		135.00	140.74	View chart
At&t Stock (T)	0.0	$18k		1.0k	17.65	View chart
Spdr Dow Jones Reit Etf Etf (RWR)	0.0	$18k		191.00	94.24	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$18k		292.00	61.64	View chart
Firstenergy Corp Stock (FE)	0.0	$17k		441.00	38.55	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$17k	-13%	582.00	29.21	View chart
Vaneck Short High Yield Muni Etf Etf (SHYD)	0.0	$17k		777.00	21.88	View chart
Invesco Semiconductors Etf Etf (PSI)	0.0	$16k	+213%	288.00	55.56	View chart
Altria Group Stock (MO)	0.0	$16k		375.00	42.67	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$16k		39.00	410.26	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$16k		31.00	516.13	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$16k	NEW	170.00	94.12	View chart
Pfizer Stock (PFE)	0.0	$15k		537.00	27.93	View chart
Wp Carey Reit (WPC)	0.0	$15k		259.00	57.92	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.0	$15k	NEW	111.00	135.14	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$14k	-49%	205.00	68.29	View chart

Past Filings by VitalStone Financial

SEC 13F filings are viewable for VitalStone Financial going back to 2022

VitalStone Financial 2024 Q1 filed May 6, 2024
VitalStone Financial 2023 Q4 filed Feb. 14, 2024
VitalStone Financial 2023 Q3 filed Nov. 15, 2023
VitalStone Financial 2023 Q2 filed Aug. 21, 2023
VitalStone Financial 2023 Q1 restated filed May 16, 2023
VitalStone Financial 2023 Q1 filed May 12, 2023
VitalStone Financial 2022 Q4 filed Jan. 30, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z