$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UCTT | ULTRA CLEAN HLDGS INC | $820,000 | +45.1% | 26,315 | 0.0% | 0.17% | -56.5% | |
| LNT | ALLIANT ENERGY CORP | $515,000 | -0.4% | 10,000 | 0.0% | 0.11% | -70.4% | |
| AXON | AXON ENTERPRISE INC | $501,000 | +35.0% | 4,087 | 0.0% | 0.10% | -59.5% | |
| DBX | DROPBOX INCcl a | $466,000 | +15.3% | 21,000 | 0.0% | 0.10% | -65.7% | |
| EVBG | EVERBRIDGE INC | $266,000 | +18.8% | 1,783 | 0.0% | 0.06% | -64.5% | |
| BLACKSTONE MTG TR INCnote 4.375% 5/0 | $30,000 | +3.4% | 30,000 | 0.0% | 0.01% | -70.0% |
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.