Series B (Large Cap Value Series)

Series B (Large Cap Value Series) is a registered fund series of Guggenheim Variable Funds Trust (series S000010063). Net assets $208.7M as of 2024-09-30.

Profile

Advisers

Top holdings (83 reported)

Showing 15 of 83 holdings by value.

HoldingTickerValue% of fund
iShares Russell 1000 Value ETF$8.0M384.75%
Berkshire Hathaway Inc$6.0M285.56%
Walmart Inc$5.6M267.36%
Verizon Communications Inc$5.6M266.79%
Bank of America Corp$5.5M262.81%
Chevron Corp$4.9M234.62%
Curtiss-Wright Corp$4.2M199.95%
OGE Energy Corp$4.1M195.99%
Jefferies Financial Group Inc$4.1M194.96%
ConocoPhillips$4.0M191.04%
Alphabet Inc$4.0M189.81%
JPMorgan Chase & Co$3.8M182.18%
Dreyfus Treasury Securities Ca$3.7M175.88%
Johnson & Johnson$3.5M169.06%
Leidos Holdings Inc$3.5M167.34%

Net asset history

Report dateNet assets
2024-09-30$208.7M
2024-06-30$203.8M
2024-03-31$211.4M
2023-12-31$199.7M
2023-09-30$191.8M
2023-06-30$204.2M
2023-03-31$205.7M
2022-12-31$212.5M

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