Virtus Wealth Solutions LLC
Virtus Wealth Solutions LLC is an independent SEC-registered investment adviser headquartered in Cranford, New Jersey. Founded in 2021, the firm manages approximately $501 million in assets for over 1,000 client accounts, primarily serving high-net-worth individuals, other individual investors, and select organizations. The firm employs 6 professionals and focuses on comprehensive financial planning, wealth management, retirement, estate, tax, and college funding strategies to help clients achieve their financial goals.
Investment Strategy
Virtus Wealth Solutions LLC provides personalized wealth management and investment advisory services tailored to clients' unique goals and risk tolerances. The firm primarily serves individuals and high-net-worth clients, designing diversified portfolios and employing both growth and value strategies across domestic and international equities, as well as ETF allocations and select fixed income. Emphasis is placed on cash flow management, tax efficiency, retirement planning, and holistic estate solutions, leveraging both active and passive management strategies to foster long-term financial growth and meet clients’ evolving objectives.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DWUS | ADVISORSHARES TR | 16.81% | $81.5M | 1,605,012 | $48.09 | $50.80 | +$6.6M |
D DWAW | ADVISORSHARES TR | 13.26% | $64.3M | 1,547,370 | $40.15 | $41.57 | +$6.3M |
Q QQQ | INVESCO QQQ TR | 13.17% | $63.9M | 115,803 | $521.15 | $551.64 | +$22.9M |
N NVDA | NVIDIA CORPORATION | 9.54% | $46.3M | 292,888 | $133.54 | $157.99 | +$11.5M |
M MOAT | VANECK ETF TRUST | 5.18% | $25.1M | 267,876 | $92.73 | $93.79 | +$1.5M |