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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Virtue Capital Management, LLC

Quarter ended Q4 2024 · Filed February 26, 2025 · Accession 0001104659-25-017266

Total Value
$496.7M
Positions
254
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (254)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVSC S P 500 EQUALIVZ143,183$25.1M5.05%
2VANECK IG FLOATING RATE92189F486909,855$23.2M4.66%
3ISHARES 7-10 YEAR TRSURY464287440220,361$20.4M4.10%
4SPDR S&P 500 ETF IVSPY34,085$20.0M4.02%
5FIRST TRUST SENIOR LOAN33738D309427,308$19.8M3.98%
6SPDR BLOOMBERG 1 3 MNTH78468R663209,060$19.1M3.85%
7JANUS HENDERSON AAA CLO47103U845359,733$18.2M3.67%
8VANGUARD S&P 500 ETF92290836331,532$17.0M3.42%
9MAIN BUYWRITE ETFNTRSO1,210,642$16.9M3.40%
10NVIDIA CORPNVDA104,405$14.0M2.82%
11VANGUARD RUSSELL 200092206C62355,510$11.7M2.35%
12APPLE INCAAPL38,179$9.6M1.92%
13VANGUARD RUSSELL 200092206C64962,445$9.0M1.82%
14MICROSOFT CORPMSFT20,815$8.8M1.77%
15INVSC QQQ TRUST SRS 1IVZ15,332$7.8M1.58%
16SELECT SECTOR UTI SELECT81369Y88698,043$7.4M1.49%
17ISHARES 0 TO 3 MNTH46436E71872,553$7.3M1.47%
18COMMUNICAT SVS SLCT SEC81369Y85273,727$7.1M1.44%
19FIRST TRUST TECHNOLOGY33734X17646,032$6.8M1.38%
20FIRST TRUST FINANCIALS33734X135125,934$6.8M1.37%
21VANGUARD S&P 500 GROWTH92193250518,389$6.7M1.36%
22FIRST TR INDL PROD DRBL33734X15088,022$6.6M1.33%
23VANGUARD S&P 500 VALUE92193270332,358$6.0M1.20%
24SPDR GOLD SHARES ETFGLD24,010$5.8M1.17%
25VANGUARD INTERMEDIATE92206C87068,212$5.5M1.10%
26VANGUARD SHORT TERM COR92206C40965,717$5.1M1.03%
27SCHWAB US TIPS ETF808524870194,863$5.0M1.01%
28AMAZON.COM INCAMZN21,919$4.8M0.97%
29SELECT STR FINANCIAL81369Y60590,476$4.4M0.88%
30DEFIANCE S&P 500 TARGET88636J568202,335$3.9M0.78%
31META PLATFORMS INCMETA6,608$3.9M0.78%
32ISHARS ULTR SHRT TRM BND46434V87872,238$3.6M0.73%
33INVESCO SENIOR LOAN ETFIVZ164,426$3.5M0.70%
34ISHARES BRD USD INV GRD46428862066,425$3.3M0.67%
35ZACKS EARNINGS98888G105108,481$3.3M0.67%
36ISHARES HIGH YIELD46434V40777,494$3.3M0.66%
37ALPHABET INCGOOG14,139$2.7M0.54%
38PIMCO ENHANCED SHRT72201R83324,514$2.5M0.50%
39ISHARES US TECHNOLOGY46428772114,945$2.4M0.48%
40TESLA INCTSLA5,844$2.4M0.48%
41ISHARES CORE S&P 5004642872003,918$2.3M0.46%
42ISHARES 20 PLS YEAR46428743224,356$2.1M0.43%
43ISHARES SHORT TREASURY46428867919,244$2.1M0.43%
44JPMORGAN CHASE & COVYLD8,749$2.1M0.42%
45ISHARES FALLEN ANGELS46435G47474,942$2.0M0.40%
46VISA INCV6,110$1.9M0.39%
47ISHARES IBOXX HIGH YIELD46428851323,964$1.9M0.38%
48KKR & CO INCKKRT12,318$1.8M0.37%
49SCHWAB US LARGE CAP ETF80852420177,971$1.8M0.36%
50VERTIV HLDGS COVRT15,750$1.8M0.36%
51INVESCO NASDAQ 100 ETFIVZ7,952$1.7M0.34%
52SPDR FUND CONSUMER81369Y30820,700$1.6M0.33%
53VANGUARD RUSSELL 100092206C68014,815$1.5M0.31%
54PROSHARES SHORT S&P 50074349Y75334,884$1.5M0.30%
55PROCTER & GAMBLE CO7427181098,687$1.5M0.29%
56RADNET INCRDNT20,628$1.4M0.29%
57ISHARES RUSSELL MID CAP46428748111,328$1.4M0.29%
58SPDR BLMBRG BRCLY HGH YD78468R62214,539$1.4M0.28%
59DNP SELECT INCOME CF23325P104154,793$1.4M0.27%
60SPDR PORTFOLIO S P 150078464A80518,612$1.3M0.27%
61PRIMORIS SVCS CORP74164F10317,390$1.3M0.27%
62ADVANCED MICRO DEVICE INAMD10,884$1.3M0.26%
63WILLIAMS SONOMA INCWSM7,014$1.3M0.26%
64EXXON MOBIL CORPXOM11,887$1.3M0.26%
65GE AEROSPACE3696043017,394$1.2M0.25%
66ABERCROMBIE & FITCH COANF8,221$1.2M0.25%
67INTERACTIVE BROKERS GROU45841N1076,862$1.2M0.24%
68VANGUARD TOTAL92190976820,049$1.2M0.24%
69INTUITINTU1,699$1.1M0.21%
70GABELLI UTILITY CF36240A101211,635$1.1M0.21%
71ISHARES U S CONSUMER46428758011,048$1.1M0.21%
72TWILIO INCTWLO9,756$1.1M0.21%
73WALMART INCWMT11,535$1.0M0.21%
74VIRTU FINL INC92825410128,967$1.0M0.21%
75CORNING INCGLW21,687$1.0M0.21%
763M COMMM7,810$1.0M0.20%
77SERVICENOW INCNOW949$1.0M0.20%
78SPROUTS FMRS MKT INC85208M1027,842$996,4830.20%
79SOFI TECHNOLOGIES INCSOFI63,741$981,6110.20%
80ISHARES CORE US46428722610,047$973,5540.20%
81CARPENTER TECHNOLOGY CORCRS5,717$970,2320.20%
82GANNETT CO INC NEWTDAY186,638$944,3880.19%
83HOME DEPOT INCHD2,410$937,4660.19%
84FIDELITY NATL FINL INC NFNF16,621$933,0900.19%
85COSTCO WHSL CORP NEW22160K1051,013$928,1820.19%
86VANGUARD FTSE ALL WORLD92204277516,154$927,4010.19%
87ISHARES SELECT DIVIDEND4642871686,960$913,7870.18%
88LUMENTUM HLDGS INCLITE10,710$899,1050.18%
89ITRON INCITRI8,249$895,6760.18%
90SCHWAB US SMALL CAP ETF80852460733,670$870,7000.18%
91COHERENT CORPCOHR9,167$868,3900.17%
92POWELL INDS INC7391281063,868$857,3420.17%
93MARVELL TECHNOLOGY INCMRVL7,752$856,2400.17%
94RTX CORPRTX7,348$850,2600.17%
95ISHARES EXPANDED TCH STW4642875158,441$845,1130.17%
96GLDMN SCH EQL WGHT USNVGLF10,854$838,1460.17%
97ISHARES US INDUSTRIALS4642877546,277$838,1050.17%
98GALLAGHER ARTHUR J & CO3635761092,935$833,1000.17%
99VANECK SEMICONDUCTOR92189F6763,405$824,6330.17%
100MASTERCARD INCMA1,524$802,4930.16%
101JPMORGAN ULTRA SHORT46641Q83715,522$781,8430.16%
102MCKESSON CORPMCK1,354$771,6580.16%
103VARONIS SYS INCVRNS17,320$769,5280.15%
104INTUITIVE SURGICAL INCISRG1,464$764,1490.15%
105SALESFORCE INCCRM2,276$760,7680.15%
106ISHARES RUSSELL 10004642875984,104$759,7740.15%
107ABBVIE INCABBV4,064$722,1780.15%
108VANGUARD FTSE EMERGING92204285816,319$718,6890.14%
109MERCK & CO. INC.MRK7,209$717,1420.14%
110ISHARES S&P 500 GROWTH4642873097,060$716,8020.14%
111UNITEDHEALTH GROUP INCUNH1,405$710,4800.14%
112UBER TECHNOLOGIES INCUBER11,758$709,2430.14%
113WORKDAY INCWDAY2,747$708,8080.14%
114ALPHABET INCGOOG3,689$702,5330.14%
115BROADCOM INCAVGO2,991$693,4330.14%
116NETFLIX INCNFLX764$680,9680.14%
117PROSHARES ULTRA QQQ ETF74347R2066,159$666,6500.13%
118ISHARES IBOXX INVT GRADE4642872426,138$655,7570.13%
119TAIWAN SEMICONDUCTOR M F8740391003,316$654,8770.13%
120BANK OF AMERICA CORP06050510414,604$641,8300.13%
121PROGRESSIVE CORP OH7433151032,617$627,0590.13%
122UNITED PARCEL SVC INCUPS4,911$619,3060.12%
123THE COCA-COLA COKO9,923$617,8170.12%
124STARBUCKS CORPSBUX6,769$617,6710.12%
125ISHARES MSCI EMER SMALL46428647510,512$611,1680.12%
126PALO ALTO NETWORKS INCPANW3,342$608,1100.12%
127QUALCOMM INCQCOM3,921$602,3440.12%
128BLACKROCK INC NEWBLK582$596,6140.12%
129SPDR S&P 500 GROWTH ETF78464A4096,784$596,3140.12%
130PHILIP MORRIS INTL INC7181721094,952$595,9730.12%
131PARKER-HANNIFIN CORPPH905$575,6070.12%
132VERIZON COMMUNICATIONS IVZ14,166$566,5180.11%
133PROSHRES ULTRASHT 20 PLS74347B20115,373$562,9590.11%
134ISHARES RUSSELL 10004642876221,715$552,5040.11%
135SPDR PORTFOLIO DVLPD78463X88916,061$548,1570.11%
136ADOBE INCADBE1,228$546,0670.11%
137PALANTIR TECHNOLOGIES INPLTR7,134$539,5440.11%
138LOCKHEED MARTIN CORPLMT1,107$537,9360.11%
139ISHARES 0-5 YEAR TIPS46429B7475,239$527,0430.11%
140BOOKING HLDGS INCBKNG106$526,6530.11%
141AIRBNB INCABNB3,974$522,2230.11%
142BERKSHIRE HATHAWAYBRK-A1,141$517,1920.10%
143DANAHER CORP2358511022,244$515,1100.10%
144SPDR PORT INTER TRM78464A67218,438$514,0510.10%
145VANGUARD EMERGING MARKT9219468858,081$510,2860.10%
146CAPITAL GROUP GROWTH14020G10113,657$507,6310.10%
147THERMO FISHER SCIENTIFICTMO966$502,2820.10%
148CADENCE DESIGN SYS INCCDNS1,668$501,1670.10%
149PRUDENTIAL FINL INCPUKPF4,196$497,3970.10%
150CONOCOPHILLIPSCOP4,922$488,0790.10%
151ORACLE CORPORCL-PD2,898$482,9230.10%
152SPDR AGGREGATE BOND ETF78464A64918,841$470,8370.09%
153PEPSICO INCPEP3,082$468,6490.09%
154WELLS FARGO & CO9497461016,656$467,5250.09%
155CHEVRON CORP NEWCVX3,223$466,7540.09%
156DISNEY WALT CO2546871064,039$449,7620.09%
157TRANE TECHNOLOGIES PLC FTT1,212$447,6520.09%
158NOVO-NORDISK A S FNONOF5,195$446,8740.09%
159CISCO SYS INCCSCO7,503$444,1780.09%
160SPDR BLOOMBERG CONVRTBL78464A3595,572$434,0030.09%
161AMCOR PLC FAMCCF45,924$432,1450.09%
162BECTON DICKINSON & COBDX1,894$429,6920.09%
163AT&T INCT-PC18,844$429,0780.09%
164ISHARES U S CONSUMER4642878126,455$423,3830.09%
165AUTODESK INCADSK1,430$422,6650.09%
166EATON CORP PLC FETN1,256$416,8290.08%
167METLIFE INCMET-PF5,076$415,6230.08%
168ELI LILLY AND COLLY537$414,5640.08%
169DELL TECHNOLOGIES INCDELL3,582$412,7900.08%
170ARISTA NETWORKS INCANET3,720$411,1720.08%
171S&P GLOBAL INCSPGI813$404,8980.08%
172WEST PHARMACEUTICAL SVCS9553061051,231$403,2260.08%
173CATERPILLAR INCCAT1,086$393,9570.08%
174IBM CORPINTR1,765$388,0000.08%
175COMCAST CORP NEWCCZ10,313$387,0470.08%
176SOUTHERN COSOMN4,663$383,8580.08%
177PFIZER INCPFE14,288$379,0610.08%
178JOHNSON & JOHNSONJNJ2,619$378,7600.08%
179CHARLES SCHWAB CORPSCHW-PJ5,099$377,3770.08%
180SOFI ENHANCED YIELD ETF88636428019,466$372,2190.07%
181CHIPOTLE MEXICAN GRILL ICMG6,115$368,7350.07%
182KINDER MORGAN INC DELEP-PC13,316$364,8580.07%
183APPLIED MATLS INC0382221052,194$356,8100.07%
184CSX CORPCSX10,987$354,5500.07%
185VERALTO CORPVLTO3,428$349,1420.07%
186ZOETIS INCZTS2,109$343,5380.07%
187MONOLITHIC PWR SYS INC609839105576$340,8260.07%
188AMERICAN ELEC PWR CO INC0255371013,678$339,2080.07%
189INVESCO S & P MIDCAPIVZ2,733$337,6070.07%
190LAMAR ADVERTISING CO NEWLAMR2,718$330,8890.07%
191ISHARES TOTAL USD BOND46434V6137,276$328,8750.07%
192SHERWIN-WILLIAMS COSHW964$327,6930.07%
193APTUS COLLARED INV26922A2227,994$321,6790.06%
194CINTAS CORPCTAS1,750$319,7250.06%
195ECOLAB INCECL1,324$310,2400.06%
196MEDTRONIC PLC FMDT3,827$305,7010.06%
197BANK NEW YORK MELLON COR0640581003,886$298,5610.06%
198MCDONALDS CORPMCD1,029$298,2970.06%
199ISHARES RUSSELL TOP 2004642894381,265$297,6170.06%
200IQVIA HLDGS INCIQV1,508$296,3370.06%
201ALTRIA GROUP INCMO5,514$288,3270.06%
202US BANCORP DELUSB-PS6,006$287,2670.06%
203ARES MGMT CORPARES-PB1,609$284,8410.06%
204GRAINGER W W INC384802104270$284,5940.06%
205JOHNSON CONTROLS INTER FG515021053,583$282,8060.06%
206AURORA INNOVATION INCAUROW44,692$281,5600.06%
207NNN REIT INCNNN6,812$278,2770.06%
208ELEVANCE HEALTH INCELV732$270,0350.05%
209GENERAL DYNAMICS CORPGD1,018$268,2330.05%
210AUTOMATIC DATA PROCESSINADP903$264,2160.05%
211ISHARES US ENERGY ETF4642877965,788$263,7590.05%
212APTUS DEFINED RISK ETF26922A3889,596$263,2180.05%
213FIFTH THIRD BANCORPFITBM6,151$260,0640.05%
214DYNATRACE INCDT4,764$258,9230.05%
215CARMAX INCKMX3,156$258,0350.05%
216ENTERPRISE PRODS PART LP2937921078,086$253,5730.05%
217MANHATTAN ASSOCS INCMANH919$248,3510.05%
218INVSC S P 500 MOMENTUMIVZ2,564$243,6060.05%
219MSCI INCMSCI404$242,4040.05%
220AIR PRODS & CHEMS INCAIIR833$241,6030.05%
221FS CREDIT OPPORTUNITIESFSCO35,083$239,2660.05%
222FORD MTR CO DEL34537086024,008$237,6790.05%
223VANGUARD FTSE DEVELOPED9219438584,900$234,3180.05%
224BIOGEN INCBIIB1,500$229,3800.05%
225INVSC KBW PRPRTY CSLTYIVZ1,971$228,7540.05%
226HILTON WORLDWIDE HLDGS IHLT923$228,1290.05%
227STRYKER CORPSYK629$226,4710.05%
228APTUS ENHANCED YIELD26922B6429,793$222,9870.04%
229MONSTER BEVERAGE CORP NEMNST4,235$222,5920.04%
230VERISK ANALYTICS INCVRSK807$222,2720.04%
231KLA CORPKLAC352$221,8020.04%
232ASML HLDG N V FASMLF316$219,0130.04%
233DUKE ENERGY CORP NEWDUKB2,029$218,6040.04%
234CHECK POINT SOFTWARE T FM224651041,170$218,4390.04%
235FISERV INCFISV1,062$218,1560.04%
236ROYAL CARIBBEAN GROUP FV7780T103939$216,6610.04%
237PAYPAL HLDGS INCPYPL2,508$214,0580.04%
238PINNACLE FINL PARTNERS I72346Q1041,862$212,9940.04%
239DIAGEO PLC FDGEAF1,669$212,1800.04%
240PNC FINL SERVICES6934751051,092$210,5920.04%
241PUBLIC SVC ENTERPRISE GR7445731062,484$209,8730.04%
242PROLOGIS INCPLDGP1,967$207,9120.04%
243TECHNOLOGY SELECT SECTOR81369Y803869$202,0600.04%
244AMGEN INCAMGN775$201,9960.04%
245MARKEL GROUP INCMKL116$200,2430.04%
246INVSC ACTVLY MNG OPTM YDIVZ14,117$183,3770.04%
247BEAM GLOBALBEEM50,000$158,5000.03%
248LLOYDS BANKING GROUP P FLLOBF23,802$64,7410.01%
249LITHIUM AMERS CORP FLTUM20,000$59,4000.01%
250GLOBALSTAR INCGSAT10,000$20,7000.00%
251CYTODYN INCCYDY45,000$4,9370.00%
252BASANITE INCBASA25,000$1,5000.00%
253STAR GOLD CORPSRGZ14,200$1700.00%
254NATURALSHRIMP INC63902N10610,000$330.00%