VitalStone Financial, LLC SOXL — DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES

Ownership history in VitalStone Financial, LLC  ·  4 quarters on record

AI Ownership Summary

VitalStone Financial, LLC reported DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL) in 4 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.37% in 2024 Q2. The latest visible filing shows SOXL at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SOXL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VitalStone Financial, LLC's position in DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

SOXL was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SOXL stock page VitalStone Financial, LLC fund profile VitalStone Financial, LLC full holdings
How VitalStone Financial, LLC held SOXL — position size vs. price
% of Fund (quarterly)    SOXL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 57.7% -23.6% ✅ 3,939 -5,382 -57.7% 0.10% $144K 2024-11-14 (Est.) $29.32
2024 Q2 ADDED — — — 9,321 +7,135 +326.4% 0.37% $516K 2024-08-07 $25.93
2024 Q1 ADDED — — — 2,186 +1,779 +437.1% 0.08% $102K 2024-05-06 $40.73
2023 Q4 INITIATED — — — 407 — — 0.01% $13K 2024-02-14 $38.55

🏢 Other funds also holding SOXL

As of 2026 Q1 — sorted by position size

PayPay Securities Corp 3Y 7.96% TORNO CAPITAL, LLC 6.14% Westwood Wealth Management 3Y 4.24% October Effect Ltd 3.32% Tower Research Capital LLC (TRC) 3Y 7Y 2.96% THAMES CAPITAL MANAGEMENT LLC 3Y 7Y 1.96% Traynor Capital Management, Inc. 3Y 7Y 1.85% ELEVATUS WELATH MANAGEMENT 1.46% GTS SECURITIES LLC 1.15% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.94%

FAQ About VitalStone Financial, LLC and SOXL

These are the practical questions this page is built to answer before you even open the full history table.

How long has VitalStone Financial, LLC reported owning SOXL?

VitalStone Financial, LLC reported SOXL across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported SOXL position in VitalStone Financial, LLC's portfolio?

The largest reported portfolio weight for SOXL was 0.37% in 2024 Q2.

What is the latest reported SOXL position on this page?

The most recent filing on this page is 2024 Q3, when VitalStone Financial, LLC reported 3,939 shares, equal to 0.10% of portfolio, with an estimated market value of $144K.

What does the chart on this SOXL ownership page compare?

The chart compares VitalStone Financial, LLC's quarterly SOXL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VitalStone Financial, LLC time their SOXL position?

Based on 13F filing dates vs. subsequent SOXL price moves, VitalStone Financial, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SOXL relative to SPY over the holding period was -45.6%.

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