$484 Million is the total value of V Wealth Advisors LLC's 641 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LRCX | New | LAM RESEARCH CORP | $3,473,000 | – | 7,355 | +100.0% | 0.72% | – |
| PTLC | New | PACER FDS TRtrendp us lar cp | $3,342,000 | – | 102,132 | +100.0% | 0.69% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $3,331,000 | – | 8,667 | +100.0% | 0.69% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,904,000 | – | 22,770 | +100.0% | 0.60% | – |
| VLUE | New | ISHARES TRmsci usa value | $2,691,000 | – | 30,962 | +100.0% | 0.56% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $2,569,000 | – | 29,128 | +100.0% | 0.53% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $2,475,000 | – | 10,263 | +100.0% | 0.51% | – |
| PGR | New | PROGRESSIVE CORP | $2,284,000 | – | 23,102 | +100.0% | 0.47% | – |
| PSQ | New | PROSHARES TRshort qqq new | $2,249,000 | – | 156,039 | +100.0% | 0.46% | – |
| MCO | New | MOODYS CORP | $2,207,000 | – | 7,604 | +100.0% | 0.46% | – |
| SPTL | New | SPDR SER TRportfolio ln tsr | $2,116,000 | – | 46,884 | +100.0% | 0.44% | – |
| XOM | New | EXXON MOBIL CORP | $1,965,000 | – | 47,668 | +100.0% | 0.41% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $1,934,000 | – | 3,867 | +100.0% | 0.40% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,871,000 | – | 13,257 | +100.0% | 0.39% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $1,866,000 | – | 21,404 | +100.0% | 0.39% | – |
| BLL | New | BALL CORP | $1,753,000 | – | 18,807 | +100.0% | 0.36% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $1,707,000 | – | 12,488 | +100.0% | 0.35% | – |
| BRO | New | BROWN & BROWN INC | $1,590,000 | – | 33,523 | +100.0% | 0.33% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $1,549,000 | – | 17,039 | +100.0% | 0.32% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $1,548,000 | – | 85,381 | +100.0% | 0.32% | – |
| DXCM | New | DEXCOM INC | $1,522,000 | – | 4,116 | +100.0% | 0.32% | – |
| QRVO | New | QORVO INC | $1,510,000 | – | 9,079 | +100.0% | 0.31% | – |
| CHD | New | CHURCH & DWIGHT INC | $1,480,000 | – | 16,961 | +100.0% | 0.31% | – |
| SBUX | New | STARBUCKS CORP | $1,447,000 | – | 13,530 | +100.0% | 0.30% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $1,413,000 | – | 40,298 | +100.0% | 0.29% | – |
| WPC | New | WP CAREY INC | $1,407,000 | – | 19,945 | +100.0% | 0.29% | – |
| LKQ | New | LKQ CORP | $1,386,000 | – | 39,326 | +100.0% | 0.29% | – |
| HDGE | New | ADVISORSHARES TRranger equity be | $1,385,000 | – | 457,009 | +100.0% | 0.29% | – |
| DLR | New | DIGITAL RLTY TR INC | $1,357,000 | – | 9,725 | +100.0% | 0.28% | – |
| DE | New | DEERE & CO | $1,341,000 | – | 4,984 | +100.0% | 0.28% | – |
| TDOC | New | TELADOC HEALTH INC | $1,332,000 | – | 6,663 | +100.0% | 0.28% | – |
| ARCC | New | ARES CAPITAL CORP | $1,309,000 | – | 77,488 | +100.0% | 0.27% | – |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $1,307,000 | – | 8,257 | +100.0% | 0.27% | – |
| CBSH | New | COMMERCE BANCSHARES INC | $1,295,000 | – | 19,711 | +100.0% | 0.27% | – |
| PH | New | PARKER-HANNIFIN CORP | $1,286,000 | – | 4,720 | +100.0% | 0.27% | – |
| MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $1,258,000 | – | 20,297 | +100.0% | 0.26% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $1,207,000 | – | 20,060 | +100.0% | 0.25% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,190,000 | – | 25,206 | +100.0% | 0.25% | – |
| PIE | New | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $1,177,000 | – | 51,444 | +100.0% | 0.24% | – |
| XMHQ | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $1,170,000 | – | 17,444 | +100.0% | 0.24% | – |
| CGC | New | CANOPY GROWTH CORP | $1,159,000 | – | 47,026 | +100.0% | 0.24% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $1,131,000 | – | 10,780 | +100.0% | 0.23% | – |
| SNAP | New | SNAP INCcl a | $1,128,000 | – | 22,522 | +100.0% | 0.23% | – |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $1,033,000 | – | 15,216 | +100.0% | 0.21% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $1,032,000 | – | 6,543 | +100.0% | 0.21% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $1,022,000 | – | 10,013 | +100.0% | 0.21% | – |
| GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $1,019,000 | – | 20,145 | +100.0% | 0.21% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $997,000 | – | 17,730 | +100.0% | 0.21% | – |
| TIPX | New | SPDR SER TRblomberg 1 10 yr | $959,000 | – | 45,894 | +100.0% | 0.20% | – |
| SDY | New | SPDR SER TRs&p divid etf | $927,000 | – | 8,748 | +100.0% | 0.19% | – |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $922,000 | – | 11,325 | +100.0% | 0.19% | – |
| PHM | New | PULTE GROUP INC | $925,000 | – | 21,442 | +100.0% | 0.19% | – |
| KIE | New | SPDR SER TRs&p ins etf | $917,000 | – | 27,296 | +100.0% | 0.19% | – |
| STX | New | SEAGATE TECHNOLOGY PLC | $912,000 | – | 14,667 | +100.0% | 0.19% | – |
| EVRG | New | EVERGY INC | $903,000 | – | 16,274 | +100.0% | 0.19% | – |
| KBWP | New | INVESCO EXCH TRADED FD TR IIkbw ppty casut | $880,000 | – | 12,883 | +100.0% | 0.18% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $860,000 | – | 3,744 | +100.0% | 0.18% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $859,000 | – | 17,148 | +100.0% | 0.18% | – |
| CVX | New | CHEVRON CORP NEW | $821,000 | – | 9,724 | +100.0% | 0.17% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $813,000 | – | 3,622 | +100.0% | 0.17% | – |
| ICLR | New | ICON PLC | $793,000 | – | 4,065 | +100.0% | 0.16% | – |
| PSX | New | PHILLIPS 66 | $737,000 | – | 10,541 | +100.0% | 0.15% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $736,000 | – | 9,209 | +100.0% | 0.15% | – |
| ADSK | New | AUTODESK INC | $723,000 | – | 2,367 | +100.0% | 0.15% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $706,000 | – | 2,787 | +100.0% | 0.15% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $707,000 | – | 7,770 | +100.0% | 0.15% | – |
| USB | New | US BANCORP DEL | $704,000 | – | 15,115 | +100.0% | 0.15% | – |
| CP | New | CANADIAN PAC RY LTD | $695,000 | – | 2,004 | +100.0% | 0.14% | – |
| GDXJ | New | VANECK VECTORS ETF TRjr gold miners e | $666,000 | – | 12,287 | +100.0% | 0.14% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $663,000 | – | 7,244 | +100.0% | 0.14% | – |
| CDW | New | CDW CORP | $651,000 | – | 4,938 | +100.0% | 0.14% | – |
| IYH | New | ISHARES TRus hlthcare etf | $652,000 | – | 2,652 | +100.0% | 0.14% | – |
| SH | New | PROSHARES TRshort s&p 500 ne | $634,000 | – | 35,279 | +100.0% | 0.13% | – |
| DKNG | New | DRAFTKINGS INC | $631,000 | – | 13,536 | +100.0% | 0.13% | – |
| FAD | New | FIRST TR MULTI CAP GROWTH AL | $595,000 | – | 5,732 | +100.0% | 0.12% | – |
| ENZL | New | ISHARES TRnew zealand etf | $576,000 | – | 8,462 | +100.0% | 0.12% | – |
| FILL | New | ISHARES INCglb enr prod etf | $577,000 | – | 44,172 | +100.0% | 0.12% | – |
| OKTA | New | OKTA INCcl a | $560,000 | – | 2,203 | +100.0% | 0.12% | – |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $551,000 | – | 5,874 | +100.0% | 0.11% | – |
| IYW | New | ISHARES TRu.s. tech etf | $546,000 | – | 6,416 | +100.0% | 0.11% | – |
| DUK | New | DUKE ENERGY CORP NEW | $545,000 | – | 5,953 | +100.0% | 0.11% | – |
| KBWB | New | INVESCO EXCH TRADED FD TR IIkbw bk etf | $532,000 | – | 10,554 | +100.0% | 0.11% | – |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $532,000 | – | 11,545 | +100.0% | 0.11% | – |
| EMR | New | EMERSON ELEC CO | $530,000 | – | 6,599 | +100.0% | 0.11% | – |
| MAIN | New | MAIN STR CAP CORP | $526,000 | – | 16,300 | +100.0% | 0.11% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $529,000 | – | 5,152 | +100.0% | 0.11% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $523,000 | – | 12,326 | +100.0% | 0.11% | – |
| NVO | New | NOVO-NORDISK A Sadr | $524,000 | – | 7,497 | +100.0% | 0.11% | – |
| CNC | New | CENTENE CORP DEL | $517,000 | – | 8,612 | +100.0% | 0.11% | – |
| MUB | New | ISHARES TRnational mun etf | $508,000 | – | 4,341 | +100.0% | 0.10% | – |
| USMV | New | ISHARES TRmsci usa min vol | $509,000 | – | 7,495 | +100.0% | 0.10% | – |
| MTCH | New | MATCH GROUP INC NEW | $486,000 | – | 3,213 | +100.0% | 0.10% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $484,000 | – | 8,138 | +100.0% | 0.10% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $472,000 | – | 1,095 | +100.0% | 0.10% | – |
| VFC | New | V F CORP | $474,000 | – | 5,550 | +100.0% | 0.10% | – |
| OKE | New | ONEOK INC NEW | $462,000 | – | 12,021 | +100.0% | 0.10% | – |
| TFC | New | TRUIST FINL CORP | $457,000 | – | 9,528 | +100.0% | 0.10% | – |
| MCK | New | MCKESSON CORP | $444,000 | – | 2,551 | +100.0% | 0.09% | – |
| ASML | New | ASML HOLDING N V | $446,000 | – | 916 | +100.0% | 0.09% | – |
| WDC | New | WESTERN DIGITAL CORP. | $439,000 | – | 7,917 | +100.0% | 0.09% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $442,000 | – | 319 | +100.0% | 0.09% | – |
| SQ | New | SQUARE INCcl a | $437,000 | – | 2,006 | +100.0% | 0.09% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $434,000 | – | 3,651 | +100.0% | 0.09% | – |
| FCG | New | FIRST TR EXCHANGE-TRADED FDnat gas etf | $434,000 | – | 49,212 | +100.0% | 0.09% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $421,000 | – | 5,898 | +100.0% | 0.09% | – |
| CVS | New | CVS HEALTH CORP | $419,000 | – | 6,135 | +100.0% | 0.09% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $416,000 | – | 3,161 | +100.0% | 0.09% | – |
| NEM | New | NEWMONT CORP | $416,000 | – | 6,946 | +100.0% | 0.09% | – |
| PM | New | PHILIP MORRIS INTL INC | $402,000 | – | 4,858 | +100.0% | 0.08% | – |
| WPM | New | WHEATON PRECIOUS METALS CORP | $392,000 | – | 9,402 | +100.0% | 0.08% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $391,000 | – | 10,546 | +100.0% | 0.08% | – |
| ITA | New | ISHARES TRus aer def etf | $394,000 | – | 4,160 | +100.0% | 0.08% | – |
| NUV | New | NUVEEN MUN VALUE FD INC | $392,000 | – | 35,350 | +100.0% | 0.08% | – |
| PPG | New | PPG INDS INC | $389,000 | – | 2,699 | +100.0% | 0.08% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $389,000 | – | 11,822 | +100.0% | 0.08% | – |
| GE | New | GENERAL ELECTRIC CO | $388,000 | – | 35,963 | +100.0% | 0.08% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $386,000 | – | 1,966 | +100.0% | 0.08% | – |
| CL | New | COLGATE PALMOLIVE CO | $382,000 | – | 4,471 | +100.0% | 0.08% | – |
| MGNI | New | MAGNITE INC | $381,000 | – | 12,400 | +100.0% | 0.08% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $378,000 | – | 899 | +100.0% | 0.08% | – |
| ACWV | New | ISHARES INCmsci gbl min vol | $377,000 | – | 3,893 | +100.0% | 0.08% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $375,000 | – | 3,866 | +100.0% | 0.08% | – |
| IBB | New | ISHARES TRnasdaq biotech | $375,000 | – | 2,478 | +100.0% | 0.08% | – |
| EWY | New | ISHARES INCmsci sth kor etf | $374,000 | – | 4,349 | +100.0% | 0.08% | – |
| DTD | New | WISDOMTREE TRus total dividnd | $373,000 | – | 3,555 | +100.0% | 0.08% | – |
| COP | New | CONOCOPHILLIPS | $369,000 | – | 9,236 | +100.0% | 0.08% | – |
| PWV | New | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $363,000 | – | 9,415 | +100.0% | 0.08% | – |
| MS | New | MORGAN STANLEY | $362,000 | – | 5,283 | +100.0% | 0.08% | – |
| ED | New | CONSOLIDATED EDISON INC | $360,000 | – | 4,976 | +100.0% | 0.07% | – |
| LOW | New | LOWES COS INC | $359,000 | – | 2,239 | +100.0% | 0.07% | – |
| SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $360,000 | – | 9,590 | +100.0% | 0.07% | – |
| YUM | New | YUM BRANDS INC | $356,000 | – | 3,283 | +100.0% | 0.07% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $351,000 | – | 6,357 | +100.0% | 0.07% | – |
| MMM | New | 3M CO | $355,000 | – | 2,031 | +100.0% | 0.07% | – |
| TIP | New | ISHARES TRtips bd etf | $352,000 | – | 2,760 | +100.0% | 0.07% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $347,000 | – | 2,761 | +100.0% | 0.07% | – |
| AEE | New | AMEREN CORP | $347,000 | – | 4,450 | +100.0% | 0.07% | – |
| BP | New | BP PLCsponsored adr | $346,000 | – | 16,885 | +100.0% | 0.07% | – |
| ETN | New | EATON CORP PLC | $348,000 | – | 2,898 | +100.0% | 0.07% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $341,000 | – | 1,122 | +100.0% | 0.07% | – |
| WEC | New | WEC ENERGY GROUP INC | $339,000 | – | 3,690 | +100.0% | 0.07% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $332,000 | – | 5,352 | +100.0% | 0.07% | – |
| GILD | New | GILEAD SCIENCES INC | $328,000 | – | 5,623 | +100.0% | 0.07% | – |
| NEAR | New | ISHARES U S ETF TRblackrock st mat | $330,000 | – | 6,581 | +100.0% | 0.07% | – |
| NGE | New | GLOBAL X FDSgbl x msci niger | $326,000 | – | 28,709 | +100.0% | 0.07% | – |
| GLIN | New | VANECK VECTORS ETF TRindia grwth ldr | $323,000 | – | 9,909 | +100.0% | 0.07% | – |
| EWT | New | ISHARES INCmsci taiwan etf | $322,000 | – | 6,059 | +100.0% | 0.07% | – |
| NTAP | New | NETAPP INC | $321,000 | – | 4,850 | +100.0% | 0.07% | – |
| TRV | New | TRAVELERS COMPANIES INC | $314,000 | – | 2,237 | +100.0% | 0.06% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $304,000 | – | 3,430 | +100.0% | 0.06% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $306,000 | – | 3,454 | +100.0% | 0.06% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $295,000 | – | 1,321 | +100.0% | 0.06% | – |
| VMC | New | VULCAN MATLS CO | $289,000 | – | 1,950 | +100.0% | 0.06% | – |
| VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $289,000 | – | 5,732 | +100.0% | 0.06% | – |
| TTE | New | TOTAL SEsponsored ads | $290,000 | – | 6,922 | +100.0% | 0.06% | – |
| NVS | New | NOVARTIS AGsponsored adr | $284,000 | – | 3,015 | +100.0% | 0.06% | – |
| BL | New | BLACKLINE INC | $282,000 | – | 2,118 | +100.0% | 0.06% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $278,000 | – | 1,267 | +100.0% | 0.06% | – |
| DDWM | New | WISDOMTREE TRcurrncy int eq | $275,000 | – | 9,892 | +100.0% | 0.06% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $269,000 | – | 503 | +100.0% | 0.06% | – |
| TXN | New | TEXAS INSTRS INC | $272,000 | – | 1,657 | +100.0% | 0.06% | – |
| VIACA | New | VIACOMCBS INCcl a | $266,000 | – | 7,037 | +100.0% | 0.06% | – |
| NOW | New | SERVICENOW INC | $268,000 | – | 486 | +100.0% | 0.06% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $265,000 | – | 10,197 | +100.0% | 0.06% | – |
| FSK | New | FS KKR CAP CORP | $267,000 | – | 16,120 | +100.0% | 0.06% | – |
| TROW | New | PRICE T ROWE GROUP INC | $260,000 | – | 1,719 | +100.0% | 0.05% | – |
| FAST | New | FASTENAL CO | $260,000 | – | 5,326 | +100.0% | 0.05% | – |
| FSKR | New | FS KKR CAP CORP II | $260,000 | – | 15,841 | +100.0% | 0.05% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $255,000 | – | 2,953 | +100.0% | 0.05% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $256,000 | – | 1,675 | +100.0% | 0.05% | – |
| MEI | New | METHODE ELECTRS INC | $253,000 | – | 6,603 | +100.0% | 0.05% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $253,000 | – | 523 | +100.0% | 0.05% | – |
| MDT | New | MEDTRONIC PLC | $250,000 | – | 2,130 | +100.0% | 0.05% | – |
| EFA | New | ISHARES TRmsci eafe etf | $248,000 | – | 3,399 | +100.0% | 0.05% | – |
| GOLD | New | BARRICK GOLD CORP | $241,000 | – | 10,564 | +100.0% | 0.05% | – |
| PRU | New | PRUDENTIAL FINL INC | $241,000 | – | 3,093 | +100.0% | 0.05% | – |
| SLV | New | ISHARES SILVER TRishares | $235,000 | – | 9,545 | +100.0% | 0.05% | – |
| ROST | New | ROSS STORES INC | $239,000 | – | 1,950 | +100.0% | 0.05% | – |
| ETR | New | ENTERGY CORP NEW | $239,000 | – | 2,396 | +100.0% | 0.05% | – |
| BX | New | BLACKSTONE GROUP INC | $230,000 | – | 3,555 | +100.0% | 0.05% | – |
| LIN | New | LINDE PLC | $230,000 | – | 873 | +100.0% | 0.05% | – |
| PANW | New | PALO ALTO NETWORKS INC | $230,000 | – | 647 | +100.0% | 0.05% | – |
| FLWS | New | FLWS/1-800 FLOWERScl a | $228,000 | – | 8,776 | +100.0% | 0.05% | – |
| GM | New | GENERAL MTRS CO | $228,000 | – | 5,453 | +100.0% | 0.05% | – |
| ANET | New | ARISTA NETWORKS INC | $225,000 | – | 773 | +100.0% | 0.05% | – |
| GWW | New | GRAINGER W W INC | $226,000 | – | 554 | +100.0% | 0.05% | – |
| EXC | New | EXELON CORP | $227,000 | – | 5,388 | +100.0% | 0.05% | – |
| DFS | New | DISCOVER FINL SVCS | $228,000 | – | 2,519 | +100.0% | 0.05% | – |
| FISV | New | FISERV INC | $224,000 | – | 1,967 | +100.0% | 0.05% | – |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $223,000 | – | 1,676 | +100.0% | 0.05% | – |
| AON | New | AON PLC | $224,000 | – | 1,062 | +100.0% | 0.05% | – |
| EXPD | New | EXPEDITORS INTL WASH INC | $223,000 | – | 2,353 | +100.0% | 0.05% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $217,000 | – | 3,724 | +100.0% | 0.04% | – |
| RYT | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $212,000 | – | 836 | +100.0% | 0.04% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $213,000 | – | 4,170 | +100.0% | 0.04% | – |
| IHE | New | ISHARES TRu.s. pharma etf | $211,000 | – | 1,175 | +100.0% | 0.04% | – |
| ONEQ | New | FIDELITY COMWLTH TRndq cp idx trk | $207,000 | – | 412 | +100.0% | 0.04% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $207,000 | – | 1,450 | +100.0% | 0.04% | – |
| TTD | New | THE TRADE DESK INC | $208,000 | – | 260 | +100.0% | 0.04% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $205,000 | – | 3,143 | +100.0% | 0.04% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $201,000 | – | 3,880 | +100.0% | 0.04% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $204,000 | – | 2,466 | +100.0% | 0.04% | – |
| EOS | New | EATON VANCE ENHANCED EQUITY | $205,000 | – | 9,450 | +100.0% | 0.04% | – |
| MO | New | ALTRIA GROUP INC | $204,000 | – | 4,985 | +100.0% | 0.04% | – |
| QYLD | New | GLOBAL X FDSnasdaq 100 cover | $205,000 | – | 9,007 | +100.0% | 0.04% | – |
| JMIA | New | JUMIA TECHNOLOGIES AGsponsored ads | $203,000 | – | 5,040 | +100.0% | 0.04% | – |
| MKTX | New | MARKETAXESS HLDGS INC | $204,000 | – | 358 | +100.0% | 0.04% | – |
| MASI | New | MASIMO CORP | $201,000 | – | 750 | +100.0% | 0.04% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $200,000 | – | 10,228 | +100.0% | 0.04% | – |
| ETV | New | EATON VANCE TAX-MANAGED BUY- | $186,000 | – | 12,115 | +100.0% | 0.04% | – |
| KMI | New | KINDER MORGAN INC DEL | $173,000 | – | 12,636 | +100.0% | 0.04% | – |
| ETW | New | EATON VANCE TAX-MANAGED GLOB | $119,000 | – | 12,324 | +100.0% | 0.02% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $100,000 | – | 15,771 | +100.0% | 0.02% | – |
| ET | New | ENERGY TRANSFER LP | $90,000 | – | 14,526 | +100.0% | 0.02% | – |
| ITI | New | ITERIS INC NEW | $58,000 | – | 10,200 | +100.0% | 0.01% | – |
| T | New | AT&T INCcall | $3,000 | – | 100 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-25
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.