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Showing Q3 2024 data
HedgeTrack has imported Q4 2025 data overall, but VitalStone Financial, LLC's latest available filing here is Q3 2024.
VitalStone Financial, LLC
•CIK: 1963478•Filing: Q3 2024
**VitalStone Financial, LLC** manages $147M across a diversified portfolio of 495 positions. The fund exhibits significant allocation to short-duration treasuries, notably holding $14.8M in SGOV, alongside substantial exposure to technology and growth sectors via NDQ ($13.6M) and VUG ($6.5M). Top holdings also include sector-specific plays such as CLOI ($5.1M) and core market ETFs like IVV ($4.5M), suggesting a tactical blend of fixed income stability and equity growth capture.
Total AUM
$146.8M
QoQ Performance
+6.4%
Positions
495
Top 10 Concentration
43.6%
Latest Filing
Q3 2024
Top Holdings Allocation
SGOV
NDQ
SGOV10.1%
NDQ9.3%
VUG4.4%
CLOI3.5%
IVV3.1%
VTV2.9%
NVDA2.5%
USMV2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.4%
Technology7.2%
ETF5.3%
Consumer1.9%
Communication1.2%
Healthcare1.0%
Energy0.5%
Financial0.4%
🚪 Exited Positionssold since Q2 2024
+308 more exited positions
Changes from Q2 2024
NEW20 new positions
↑101 increased
↓62 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022