Virtue Capital Management, LLC - Portfolio overview

Virtue Capital Management, LLC has 393 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. SPY - STATE STREET SPDR S&P 500 ETF TRUST, 4.62%
  2. FTSL - FIRST TRUST SENIOR LOAN FUND, 4.53%
  3. SPAB - STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF, 4.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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