$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | PORTFOLIO RECOVERY ASSOCS INnote 3.000% 8/0 | $0 | – | -15,000 | -100.0% | -0.00% | – | |
| CMCSA | Exit | COMCAST CORP NEWcall | $0 | – | -500 | -100.0% | -0.01% | – |
| DIS | Exit | DISNEY WALT COput | $0 | – | -200 | -100.0% | -0.01% | – |
| CAT | Exit | CATERPILLAR INC DELcall | $0 | – | -200 | -100.0% | -0.01% | – |
| PPR | Exit | VOYA PRIME RATE TRsh ben int | $0 | – | -10,300 | -100.0% | -0.01% | – |
| SLV | Exit | ISHARES SILVER TRcall | $0 | – | -2,900 | -100.0% | -0.01% | – |
| BDJ | Exit | BLACKROCK ENHANCED EQUITY DI | $0 | – | -10,677 | -100.0% | -0.02% | – |
| SIRI | Exit | SIRIUS XM HOLDINGS INC | $0 | – | -15,771 | -100.0% | -0.02% | – |
| ETW | Exit | EATON VANCE TXMGD GL BUYWR O | $0 | – | -11,192 | -100.0% | -0.02% | – |
| RUBI | Exit | RUBICON PROJ INC | $0 | – | -14,500 | -100.0% | -0.02% | – |
| GDXJ | Exit | VANECK VECTORS ETF TRcall | $0 | – | -2,500 | -100.0% | -0.03% | – |
| NAK | Exit | NORTHERN DYNASTY MINERALS LT | $0 | – | -97,500 | -100.0% | -0.04% | – |
| PXJ | Exit | INVESCO EXCHANGE TRADED FD Tdynmc oil gas | $0 | – | -60,321 | -100.0% | -0.04% | – |
| ET | Exit | ENERGY TRANSFER LP | $0 | – | -21,384 | -100.0% | -0.04% | – |
| FSK | Exit | FS KKR CAPITAL CORP | $0 | – | -14,065 | -100.0% | -0.05% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -8,185 | -100.0% | -0.05% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -504 | -100.0% | -0.05% | – |
| ENRPRA | Exit | ENERGIZER HLDGS INC NEW7.5 mcnv pfd a | $0 | – | -2,150 | -100.0% | -0.05% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -17,905 | -100.0% | -0.05% | – |
| AON | Exit | AON PLC | $0 | – | -1,083 | -100.0% | -0.05% | – |
| SLYG | Exit | SPDR SER TRs&p 600 smcp grw | $0 | – | -3,816 | -100.0% | -0.06% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -4,532 | -100.0% | -0.06% | – |
| SLY | Exit | SPDR SER TRs&p 600 sml cap | $0 | – | -3,708 | -100.0% | -0.06% | – |
| SPHQ | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $0 | – | -6,178 | -100.0% | -0.06% | – |
| DDWM | Exit | WISDOMTREE TRcurrncy int eq | $0 | – | -8,826 | -100.0% | -0.06% | – |
| KOL | Exit | VANECK VECTORS ETF TRcoal etf | $0 | – | -3,113 | -100.0% | -0.06% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -3,231 | -100.0% | -0.06% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -1,291 | -100.0% | -0.06% | – |
| SPMO | Exit | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $0 | – | -5,170 | -100.0% | -0.06% | – |
| IBB | Exit | ISHARES TRnasdaq biotech | $0 | – | -1,713 | -100.0% | -0.06% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -1,321 | -100.0% | -0.06% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -3,944 | -100.0% | -0.06% | – |
| NAV | Exit | NAVISTAR INTL CORP NEW | $0 | – | -8,450 | -100.0% | -0.06% | – |
| ETR | Exit | ENTERGY CORP NEW | $0 | – | -2,596 | -100.0% | -0.06% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -3,392 | -100.0% | -0.06% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,687 | -100.0% | -0.06% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -2,015 | -100.0% | -0.06% | – |
| EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -3,235 | -100.0% | -0.06% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -6,645 | -100.0% | -0.06% | – |
| SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -1,857 | -100.0% | -0.06% | – |
| GOLD | Exit | BARRICK GOLD CORPORATION | $0 | – | -9,491 | -100.0% | -0.07% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -2,031 | -100.0% | -0.07% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -2,259 | -100.0% | -0.07% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -3,691 | -100.0% | -0.07% | – |
| EXEL | Exit | EXELIXIS INC | $0 | – | -11,095 | -100.0% | -0.07% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -3,147 | -100.0% | -0.07% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,924 | -100.0% | -0.07% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -39,359 | -100.0% | -0.07% | – |
| UTHR | Exit | UNITED THERAPEUTICS CORP DEL | $0 | – | -2,215 | -100.0% | -0.07% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -4,751 | -100.0% | -0.07% | – |
| APAM | Exit | ARTISAN PARTNERS ASSET MGMTcl a | $0 | – | -8,800 | -100.0% | -0.07% | – |
| HRC | Exit | HILL ROM HLDGS INC | $0 | – | -2,590 | -100.0% | -0.07% | – |
| TTE | Exit | TOTAL S.A.sponsored ads | $0 | – | -7,512 | -100.0% | -0.08% | – |
| NUV | Exit | NUVEEN MUN VALUE FD INC | $0 | – | -28,350 | -100.0% | -0.08% | – |
| EXC | Exit | EXELON CORP | $0 | – | -7,956 | -100.0% | -0.08% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -5,357 | -100.0% | -0.08% | – |
| TEI | Exit | TEMPLETON EMERGING MKTS INCO | $0 | – | -37,268 | -100.0% | -0.08% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -4,484 | -100.0% | -0.08% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -1,091 | -100.0% | -0.08% | – |
| AEE | Exit | AMEREN CORP | $0 | – | -4,189 | -100.0% | -0.08% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -3,851 | -100.0% | -0.08% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -6,183 | -100.0% | -0.08% | – |
| GLIN | Exit | VANECK VECTORS ETF TRindia grwth ldr | $0 | – | -12,415 | -100.0% | -0.08% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -1,370 | -100.0% | -0.08% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -6,133 | -100.0% | -0.08% | – |
| NGE | Exit | GLOBAL X FDSgbl x msci niger | $0 | – | -33,636 | -100.0% | -0.08% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -3,573 | -100.0% | -0.08% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -9,397 | -100.0% | -0.08% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -4,278 | -100.0% | -0.08% | – |
| PWV | Exit | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $0 | – | -9,415 | -100.0% | -0.08% | – |
| APPN | Exit | APPIAN CORPcl a | $0 | – | -6,244 | -100.0% | -0.08% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -511 | -100.0% | -0.08% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -13,649 | -100.0% | -0.08% | – |
| VFC | Exit | V F CORP | $0 | – | -5,244 | -100.0% | -0.08% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -3,023 | -100.0% | -0.08% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -309 | -100.0% | -0.08% | – |
| OIH | Exit | VANECK VECTORS ETF TRoil svcs etf | $0 | – | -2,657 | -100.0% | -0.08% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -9,432 | -100.0% | -0.08% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -11,822 | -100.0% | -0.08% | – |
| HDGE | Exit | ADVISORSHARES TRranger equity be | $0 | – | -68,610 | -100.0% | -0.09% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -4,508 | -100.0% | -0.09% | – |
| MTCH | Exit | MATCH GROUP INC | $0 | – | -3,093 | -100.0% | -0.09% | – |
| KBWB | Exit | INVESCO EXCH TRADED FD TR IIkbw bk etf | $0 | – | -8,843 | -100.0% | -0.09% | – |
| HYMB | Exit | SPDR SER TRnuveen bbg brcly | $0 | – | -6,114 | -100.0% | -0.09% | – |
| ACWV | Exit | ISHARES INCmin vol gbl etf | $0 | – | -3,892 | -100.0% | -0.09% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -4,815 | -100.0% | -0.09% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -2,921 | -100.0% | -0.09% | – |
| PSQ | Exit | PROSHARES TRshort qqq new | $0 | – | -18,715 | -100.0% | -0.09% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -9,541 | -100.0% | -0.09% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -8,419 | -100.0% | -0.09% | – |
| WPM | Exit | WHEATON PRECIOUS METALS CORP | $0 | – | -8,402 | -100.0% | -0.10% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -2,232 | -100.0% | -0.10% | – |
| WDC | Exit | WESTERN DIGITAL CORP. | $0 | – | -8,402 | -100.0% | -0.10% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -6,018 | -100.0% | -0.10% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -4,530 | -100.0% | -0.10% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -4,793 | -100.0% | -0.10% | – |
| QDEL | Exit | QUIDEL CORP | $0 | – | -1,704 | -100.0% | -0.10% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -3,768 | -100.0% | -0.10% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -3,829 | -100.0% | -0.10% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -1,279 | -100.0% | -0.10% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -4,080 | -100.0% | -0.10% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -2,767 | -100.0% | -0.10% | – |
| ELD | Exit | WISDOMTREE TRem lcl debt fd | $0 | – | -13,082 | -100.0% | -0.11% | – |
| URA | Exit | GLOBAL X FDSglobal x uranium | $0 | – | -38,620 | -100.0% | -0.11% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -6,732 | -100.0% | -0.11% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -2,096 | -100.0% | -0.11% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -5,279 | -100.0% | -0.11% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -2,683 | -100.0% | -0.11% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -4,862 | -100.0% | -0.11% | – |
| PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -7,317 | -100.0% | -0.11% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -3,268 | -100.0% | -0.11% | – |
| DTD | Exit | WISDOMTREE TRus total dividnd | $0 | – | -4,913 | -100.0% | -0.12% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -5,369 | -100.0% | -0.12% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -6,848 | -100.0% | -0.12% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -1,390 | -100.0% | -0.12% | – |
| MEI | Exit | METHODE ELECTRS INC | $0 | – | -14,504 | -100.0% | -0.12% | – |
| SMH | Exit | VANECK VECTORS ETF TRsemiconductor et | $0 | – | -3,030 | -100.0% | -0.12% | – |
| FILL | Exit | ISHARES INCglb enr prod etf | $0 | – | -38,676 | -100.0% | -0.12% | – |
| FCG | Exit | FIRST TR NASDAQ-100 TECH INDnat gas etf | $0 | – | -63,052 | -100.0% | -0.12% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -6,157 | -100.0% | -0.12% | – |
| MAIN | Exit | MAIN STR CAP CORP | $0 | – | -15,535 | -100.0% | -0.13% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -13,358 | -100.0% | -0.13% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -8,046 | -100.0% | -0.13% | – |
| CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -6,260 | -100.0% | -0.13% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -12,263 | -100.0% | -0.13% | – |
| MMM | Exit | 3M CO | $0 | – | -3,309 | -100.0% | -0.13% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -5,103 | -100.0% | -0.14% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -10,566 | -100.0% | -0.14% | – |
| TIPX | Exit | SPDR SER TRblomberg 1 10 yr | $0 | – | -27,740 | -100.0% | -0.15% | – |
| IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -2,630 | -100.0% | -0.15% | – |
| PEJ | Exit | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $0 | – | -19,683 | -100.0% | -0.15% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -16,617 | -100.0% | -0.15% | – |
| CNC | Exit | CENTENE CORP DEL | $0 | – | -9,217 | -100.0% | -0.15% | – |
| TWTR | Exit | TWITTER INCcall | $0 | – | -20,000 | -100.0% | -0.16% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -3,672 | -100.0% | -0.16% | – |
| SILJ | Exit | ETF MANAGERS TRprime junir slvr | $0 | – | -50,270 | -100.0% | -0.16% | – |
| KBWP | Exit | INVESCO EXCH TRADED FD TR IIkbw ppty casut | $0 | – | -10,879 | -100.0% | -0.16% | – |
| JKHY | Exit | HENRY JACK & ASSOC INC | $0 | – | -3,320 | -100.0% | -0.16% | – |
| SIL | Exit | GLOBAL X FDSglobal x silver | $0 | – | -16,792 | -100.0% | -0.16% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -4,398 | -100.0% | -0.16% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -3,110 | -100.0% | -0.16% | – |
| ICLR | Exit | ICON PLC | $0 | – | -3,873 | -100.0% | -0.17% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -7,420 | -100.0% | -0.17% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -1,543 | -100.0% | -0.17% | – |
| HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -9,188 | -100.0% | -0.18% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -10,277 | -100.0% | -0.18% | – |
| CDW | Exit | CDW CORP | $0 | – | -5,971 | -100.0% | -0.18% | – |
| JQUA | Exit | J P MORGAN EXCHANGE-TRADED Fus qualty fctr | $0 | – | -23,474 | -100.0% | -0.18% | – |
| SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -21,732 | -100.0% | -0.19% | – |
| STX | Exit | SEAGATE TECHNOLOGY PLC | $0 | – | -14,952 | -100.0% | -0.19% | – |
| SH | Exit | PROSHARES TRshort s&p 500 ne | $0 | – | -32,565 | -100.0% | -0.19% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -8,140 | -100.0% | -0.19% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -18,990 | -100.0% | -0.20% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -46,492 | -100.0% | -0.20% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -4,225 | -100.0% | -0.20% | – |
| KIE | Exit | SPDR SER TRs&p ins etf | $0 | – | -28,042 | -100.0% | -0.20% | – |
| HYD | Exit | VANECK VECTORS ETF TRhigh yld mun etf | $0 | – | -12,928 | -100.0% | -0.20% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -4,677 | -100.0% | -0.20% | – |
| WIX | Exit | WIX COM LTD | $0 | – | -3,095 | -100.0% | -0.21% | – |
| PPA | Exit | INVESCO EXCHANGE TRADED FD Taerospace defn | $0 | – | -14,720 | -100.0% | -0.21% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -3,247 | -100.0% | -0.22% | – |
| VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -12,556 | -100.0% | -0.22% | – |
| ICSH | Exit | ISHARES TRultr sh trm bd | $0 | – | -17,498 | -100.0% | -0.23% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -29,318 | -100.0% | -0.23% | – |
| BSCL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -42,316 | -100.0% | -0.24% | – |
| DE | Exit | DEERE & CO | $0 | – | -5,787 | -100.0% | -0.24% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -41,862 | -100.0% | -0.24% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -12,813 | -100.0% | -0.24% | – |
| SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -18,525 | -100.0% | -0.24% | – |
| QRVO | Exit | QORVO INC | $0 | – | -8,416 | -100.0% | -0.24% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -19,412 | -100.0% | -0.25% | – |
| EVRG | Exit | EVERGY INC | $0 | – | -16,653 | -100.0% | -0.26% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -13,451 | -100.0% | -0.26% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSftse dev mkt etf | $0 | – | -26,247 | -100.0% | -0.26% | – |
| FAD | Exit | FIRST TR MULTI CAP GROWTH AL | $0 | – | -13,693 | -100.0% | -0.28% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -63,227 | -100.0% | -0.28% | – |
| AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -10,153 | -100.0% | -0.28% | – |
| ARCC | Exit | ARES CAPITAL CORP | $0 | – | -75,818 | -100.0% | -0.28% | – |
| CBSH | Exit | COMMERCE BANCSHARES INC | $0 | – | -19,066 | -100.0% | -0.29% | – |
| NEAR | Exit | ISHARES U S ETF TRsht mat bd etf | $0 | – | -23,295 | -100.0% | -0.30% | – |
| GSY | Exit | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $0 | – | -23,403 | -100.0% | -0.31% | – |
| BRO | Exit | BROWN & BROWN INC | $0 | – | -31,753 | -100.0% | -0.34% | – |
| WPC | Exit | WP CAREY INC | $0 | – | -20,798 | -100.0% | -0.36% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -12,674 | -100.0% | -0.37% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -34,105 | -100.0% | -0.40% | – |
| GDXJ | Exit | VANECK VECTORS ETF TRjr gold miners e | $0 | – | -31,827 | -100.0% | -0.41% | – |
| BAH | Exit | BOOZ ALLEN HAMILTON HLDG CORcl a | $0 | – | -20,734 | -100.0% | -0.42% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -3,986 | -100.0% | -0.42% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -4,164 | -100.0% | -0.42% | – |
| IAU | Exit | ISHARES GOLD TRUSTishares | $0 | – | -96,489 | -100.0% | -0.43% | – |
| MOAT | Exit | VANECK VECTORS ETF TRmorningstar wide | $0 | – | -33,050 | -100.0% | -0.45% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -19,626 | -100.0% | -0.45% | – |
| FISV | Exit | FISERV INC | $0 | – | -18,449 | -100.0% | -0.47% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -9,460 | -100.0% | -0.47% | – |
| PGR | Exit | PROGRESSIVE CORP OHIO | $0 | – | -22,702 | -100.0% | -0.47% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -7,502 | -100.0% | -0.54% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -17,872 | -100.0% | -0.54% | – |
| ZBRA | Exit | ZEBRA TECHNOLOGIES CORPORATIcl a | $0 | – | -9,706 | -100.0% | -0.64% | – |
| USMV | Exit | ISHARES TRmsci min vol etf | $0 | – | -44,099 | -100.0% | -0.69% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -8,280 | -100.0% | -0.70% | – |
| PTLC | Exit | PACER FDS TRtrendp us lar cp | $0 | – | -160,068 | -100.0% | -1.13% | – |
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.