Infinity Wealth Counsel, LLC
CIK 2066524 · Holdings on Dec 31, 2024 · First reported May 13, 2025
Top ten holdings
Q4 2024- VUG6.65%
- VIG5.18%
- VV4.96%
- IVV4.94%
- BSV4.15%
- VYM3.90%
- BSCP3.63%
- BSCS3.62%
- BSCR3.60%
- BSCQ3.60%
Share classes counted separately44.23%
Portfolio value by quarter
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $6.23M | 6.65% | 15.17K shares | Prior unavailable — | — | ↗▾ |
| 02 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $4.86M | 5.18% | 24.80K shares | Prior unavailable — | — | ↗▾ |
| 03 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $4.65M | 4.96% | 17.24K shares | Prior unavailable — | — | ↗▾ |
| 04 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $4.63M | 4.94% | 7.86K shares | Prior unavailable — | — | ↗▾ |
| 05 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $3.89M | 4.15% | 50.34K shares | Prior unavailable — | — | ↗▾ |
| 06 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $3.65M | 3.90% | 28.63K shares | Prior unavailable — | — | ↗▾ |
| 07 | BSCPINVESCO BULLETSHARES 2025 CBBULSHS 2025 CB View history and evidence | $3.40M | 3.63% | 164.79K shares | Prior unavailable — | — | ↗▾ |
| 08 | BSCSINVESCO BULLETSHARES 2028 CBINVSCO BLSH 28 View history and evidence | $3.39M | 3.62% | 168.59K shares | Prior unavailable — | — | ↗▾ |
| 09 | BSCRINVESCO BULLETSHARES 2027 CBBULSHS 2027 CB View history and evidence | $3.37M | 3.60% | 173.16K shares | Prior unavailable — | — | ↗▾ |
| 10 | BSCQINVESCO BULLETSHARES 2026 CBBULSHS 2026 CB View history and evidence | $3.37M | 3.60% | 173.41K shares | Prior unavailable — | — | ↗▾ |
Options overlay 1
$51.12K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | Put | 100 | $51.12K | — | ▾ |
1 / 1 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2066524 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported May 13, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 93741754
}Research all 58 reported holdings.
This page includes 30 of 58 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.