$144 Million is the total value of V Wealth Advisors LLC's 171 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USDU | New | WISDOMTREE TRblmbg us bull | $770,000 | – | 28,899 | +100.0% | 0.53% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $661,000 | – | 8,056 | +100.0% | 0.46% | – |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $647,000 | – | 11,761 | +100.0% | 0.45% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $623,000 | – | 6,311 | +100.0% | 0.43% | – |
| UCTT | New | ULTRA CLEAN HLDGS INC | $565,000 | – | 26,315 | +100.0% | 0.39% | – |
| FPXI | New | FIRST TR EXCHANGE TRADED FDintl equity opp | $448,000 | – | 7,879 | +100.0% | 0.31% | – |
| GVI | New | ISHARES TRintrm gov cr etf | $438,000 | – | 3,721 | +100.0% | 0.30% | – |
| BE | New | BLOOM ENERGY CORP | $428,000 | – | 23,800 | +100.0% | 0.30% | – |
| CMBS | New | ISHARES TRcmbs etf | $417,000 | – | 7,504 | +100.0% | 0.29% | – |
| DBX | New | DROPBOX INCcl a | $404,000 | – | 21,000 | +100.0% | 0.28% | – |
| NUS | New | NU SKIN ENTERPRISES INCcl a | $402,000 | – | 8,022 | +100.0% | 0.28% | – |
| BAB | New | INVESCO EXCH TRADED FD TR IItaxable mun bd | $396,000 | – | 11,861 | +100.0% | 0.27% | – |
| SGOL | New | ABERDEEN STD GOLD ETF TR | $378,000 | – | 20,849 | +100.0% | 0.26% | – |
| PII | New | POLARIS INC | $369,000 | – | 3,910 | +100.0% | 0.26% | – |
| WMB | New | WILLIAMS COS INC | $338,000 | – | 17,222 | +100.0% | 0.23% | – |
| WING | New | WINGSTOP INC | $333,000 | – | 2,435 | +100.0% | 0.23% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $284,000 | – | 1,672 | +100.0% | 0.20% | – |
| UNM | New | UNUM GROUP | $280,000 | – | 16,616 | +100.0% | 0.19% | – |
| ICVT | New | ISHARES TRconv bd etf | $232,000 | – | 2,876 | +100.0% | 0.16% | – |
| XPER | New | XPERI HOLDING CORP | $222,000 | – | 19,350 | +100.0% | 0.15% | – |
| CHGG | New | CHEGG INC | $221,000 | – | 3,100 | +100.0% | 0.15% | – |
| PINS | New | PINTEREST INCcl a | $220,000 | – | 5,300 | +100.0% | 0.15% | – |
| LTHM | New | LIVENT CORP | $171,000 | – | 19,020 | +100.0% | 0.12% | – |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $130,000 | – | 21,801 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 31 | Q3 2023 | 16.7% |
| MICROSOFT CORP | 31 | Q3 2023 | 4.8% |
| VANGUARD INDEX FDS | 31 | Q3 2023 | 3.0% |
| ALPHABET INC | 31 | Q3 2023 | 1.9% |
| VISA INC | 31 | Q3 2023 | 2.2% |
| JPMORGAN CHASE & CO | 31 | Q3 2023 | 1.5% |
| PROCTER & GAMBLE CO | 31 | Q3 2023 | 1.3% |
| WAL-MART STORES INC | 31 | Q3 2023 | 2.4% |
| PEPSICO INC | 31 | Q3 2023 | 0.9% |
| CISCO SYS INC | 31 | Q3 2023 | 1.1% |
View V Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-17 |
| 13F-HR/A | 2021-10-21 |
| 13F-HR | 2021-10-20 |
View V Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.