$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SFNC | Exit | SIMMONS 1ST NATL CORPcl a $1 par | $0 | – | -10,149 | -100.0% | -0.11% | – |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -5,300 | -100.0% | -0.15% | – |
| SFHY | Exit | WISDOMTREE TRus shrt trm high | $0 | – | -5,048 | -100.0% | -0.17% | – |
| EDV | Exit | VANGUARD WORLD FDextended dur | $0 | – | -2,237 | -100.0% | -0.26% | – |
| BAB | Exit | INVESCO EXCH TRADED FD TR IItaxable mun bd | $0 | – | -11,861 | -100.0% | -0.27% | – |
| GVI | Exit | ISHARES TRintrm gov cr etf | $0 | – | -3,721 | -100.0% | -0.30% | – |
| IBDP | Exit | ISHARES TRibonds dec24 etf | $0 | – | -19,926 | -100.0% | -0.36% | – |
| QLTA | Exit | ISHARES TRa rate cp bd etf | $0 | – | -26,949 | -100.0% | -1.08% | – |
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.