CBOE Vest Financial, LLC
ETF Provider
CBOE Vest Financial, LLC is an ETF Provider based in Mclean, VA led by Karan Sood, reporting $39.3B in AUM as of Q3 2025 with NVDA as the largest holding (1% allocation).
CEOKaran Sood
- Portfolio Value
- $7.7B
- Positions
- 414
- Top Holding
- NVDA at 1.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CBOE Vest Financial, LLC's portfolio (12.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $113.1M | 1.48% | +$26.3M Bought | 0.00% 606.2K shares | |
Insurance - Property & Casualty Financial Services | $110.3M | 1.44% | +$10.5M Bought | 0.10% 390.9K shares | |
Software - Infrastructure Technology | $110.2M | 1.44% | +$15.6M Bought | 0.00% 212.8K shares | |
Medical - Devices Healthcare | $97.6M | 1.27% | +$18.3M Bought | 0.04% 728.7K shares | |
Staffing & Employment Services Industrials | $95.3M | 1.24% | +$2.5M Bought | 0.08% 324.6K shares | |
Insurance - Life Financial Services | $82.2M | 1.07% | -$3.8M Sold | 0.14% 735.9K shares | |
Consumer Electronics Technology | $82.1M | 1.07% | +$12.4M Bought | 0.00% 322.3K shares | |
Drug Manufacturers - General Healthcare | $81.3M | 1.06% | -$2.7M Sold | 0.02% 438.4K shares | |
Information Technology Services Technology | $79.9M | 1.04% | +$4.0M Bought | 0.03% 283.1K shares | |
Internet Content & Information Communication Services | $79.1M | 1.03% | +$5.8M Bought | 0.00% 325.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CBOE Vest Financial, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for CBOE Vest Financial, LLC
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