$625 Million is the total value of V Wealth Advisors LLC's 434 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 19.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $33,534,000 | -11.6% | 192,050 | -10.1% | 5.37% | -3.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $29,278,000 | -8.0% | 80,757 | +0.9% | 4.69% | +0.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $27,995,000 | -0.1% | 61,984 | +5.0% | 4.48% | +9.1% |
| MSFT | Buy | MICROSOFT CORP | $21,681,000 | -8.0% | 70,321 | +0.3% | 3.47% | +0.4% |
| AMZN | Sell | AMAZON COM INC | $18,660,000 | -4.7% | 5,724 | -2.5% | 2.99% | +4.0% |
| VOO | Sell | VANGUARD INDEX FDS | $16,622,000 | -12.8% | 40,036 | -8.3% | 2.66% | -4.8% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $11,718,000 | -27.3% | 51,469 | -22.9% | 1.88% | -20.6% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $9,312,000 | +8.7% | 120,774 | +13.0% | 1.49% | +18.6% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $9,212,000 | +2.3% | 58,411 | +5.6% | 1.47% | +11.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $9,051,000 | +20.1% | 25,647 | +1.7% | 1.45% | +31.1% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $8,807,000 | +14.2% | 30,623 | +27.5% | 1.41% | +24.8% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $7,646,000 | -19.2% | 2,749 | -15.8% | 1.22% | -11.8% |
| V | Buy | VISA INC | $7,573,000 | +3.0% | 34,145 | +0.6% | 1.21% | +12.4% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $6,786,000 | +9.7% | 112,473 | +15.2% | 1.09% | +19.7% |
| HD | Sell | HOME DEPOT INC | $6,465,000 | -29.2% | 21,597 | -1.9% | 1.04% | -22.7% |
| NVDA | Buy | NVIDIA CORPORATION | $6,282,000 | -2.3% | 23,026 | +5.4% | 1.00% | +6.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $5,947,000 | -2.8% | 38,919 | +4.0% | 0.95% | +6.1% |
| PTLC | Buy | PACER FDS TRtrendp us lar cp | $5,465,000 | -0.1% | 140,707 | +6.9% | 0.88% | +9.1% |
| AGG | Sell | ISHARES TRcore us aggbd et | $4,948,000 | -21.7% | 46,199 | -16.6% | 0.79% | -14.6% |
| WMT | Sell | WALMART INC | $4,889,000 | +0.7% | 32,834 | -2.1% | 0.78% | +10.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $4,786,000 | -46.7% | 10,550 | -43.9% | 0.77% | -41.7% |
| DGRO | Buy | ISHARES TRcore div grwth | $4,173,000 | -1.6% | 78,133 | +2.4% | 0.67% | +7.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $4,149,000 | -25.0% | 30,431 | -12.9% | 0.66% | -18.1% |
| EVRG | Buy | EVERGY INC | $4,140,000 | +10.8% | 60,581 | +11.2% | 0.66% | +21.0% |
| PEP | Buy | PEPSICO INC | $4,010,000 | -2.0% | 23,958 | +1.7% | 0.64% | +7.0% |
| VLUE | Sell | ISHARES TRmsci usa value | $3,854,000 | -10.3% | 36,852 | -6.1% | 0.62% | -2.1% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $3,402,000 | -22.8% | 11,389 | -7.4% | 0.54% | -15.6% |
| AVUV | Sell | AMERICAN CENTY ETF TRus sml cp valu | $3,256,000 | -11.1% | 40,771 | -11.3% | 0.52% | -3.0% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $3,230,000 | -4.5% | 21,683 | +4.9% | 0.52% | +4.2% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $3,222,000 | -12.3% | 5,455 | -0.9% | 0.52% | -4.1% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $3,219,000 | -17.5% | 85,108 | -8.1% | 0.52% | -10.0% |
| LRCX | Buy | LAM RESEARCH CORP | $3,148,000 | -23.9% | 5,855 | +1.8% | 0.50% | -16.8% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $3,074,000 | +6.7% | 51,859 | +13.9% | 0.49% | +16.6% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,068,000 | -29.3% | 18,916 | -25.1% | 0.49% | -22.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,915,000 | +12.5% | 16,448 | +8.6% | 0.47% | +22.9% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,903,000 | -25.3% | 13,663 | -20.6% | 0.46% | -18.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $2,878,000 | +12.6% | 8,055 | +13.2% | 0.46% | +22.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,729,000 | -0.7% | 977 | +2.8% | 0.44% | +8.4% |
| BAC | Buy | BK OF AMERICA CORP | $2,696,000 | -2.4% | 65,397 | +5.4% | 0.43% | +6.7% |
| MCO | Buy | MOODYS CORP | $2,672,000 | -11.3% | 7,919 | +2.6% | 0.43% | -3.2% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $2,663,000 | -28.2% | 6,436 | +3.2% | 0.43% | -21.7% |
| PGR | Sell | PROGRESSIVE CORP | $2,629,000 | +9.8% | 23,064 | -1.2% | 0.42% | +19.9% |
| CRM | Sell | SALESFORCE COM INC | $2,600,000 | -21.7% | 12,244 | -6.2% | 0.42% | -14.6% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $2,570,000 | -12.2% | 15,270 | -5.1% | 0.41% | -4.2% |
| CSCO | Sell | CISCO SYS INC | $2,491,000 | -17.0% | 44,683 | -5.6% | 0.40% | -9.3% |
| DE | Buy | DEERE & CO | $2,481,000 | +34.7% | 5,972 | +11.2% | 0.40% | +47.0% |
| BRO | Sell | BROWN & BROWN INC | $2,442,000 | +1.0% | 33,792 | -1.8% | 0.39% | +10.1% |
| AFL | Sell | AFLAC INC | $2,376,000 | +1.7% | 36,898 | -7.7% | 0.38% | +11.1% |
| UNP | Sell | UNION PAC CORP | $2,346,000 | +5.7% | 8,586 | -2.5% | 0.38% | +15.7% |
| DXCM | Buy | DEXCOM INC | $2,342,000 | -2.3% | 4,577 | +2.6% | 0.38% | +6.8% |
| XOM | Sell | EXXON MOBIL CORP | $2,326,000 | +6.2% | 28,173 | -21.3% | 0.37% | +15.9% |
| IYR | New | ISHARES TRu.s. real es etf | $2,320,000 | – | 21,441 | +100.0% | 0.37% | – |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $2,301,000 | -16.5% | 5,050 | +3.9% | 0.37% | -8.9% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $2,301,000 | -31.5% | 27,618 | -30.4% | 0.37% | -25.4% |
| CAT | Buy | CATERPILLAR INC | $2,289,000 | +15.4% | 10,273 | +7.1% | 0.37% | +25.8% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $2,261,000 | -33.2% | 21,543 | -32.6% | 0.36% | -27.0% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $2,236,000 | -1.4% | 13,469 | -0.2% | 0.36% | +7.8% |
| DIS | Sell | DISNEY WALT CO | $2,231,000 | -16.5% | 16,263 | -5.7% | 0.36% | -8.9% |
| ABBV | Sell | ABBVIE INC | $2,204,000 | +9.3% | 13,596 | -8.7% | 0.35% | +19.3% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $2,183,000 | +3.7% | 44,025 | +11.3% | 0.35% | +12.9% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $2,114,000 | -22.8% | 7,614 | -15.0% | 0.34% | -15.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,070,000 | -3.5% | 40,644 | -1.6% | 0.33% | +5.4% |
| EXR | Buy | EXTRA SPACE STORAGE INC | $2,058,000 | -7.5% | 10,011 | +2.0% | 0.33% | +0.9% |
| PSQ | Sell | PROSHARES TRshort qqq new | $2,044,000 | -6.9% | 176,530 | -12.9% | 0.33% | +1.6% |
| EA | Sell | ELECTRONIC ARTS INC | $2,020,000 | -7.1% | 15,961 | -3.2% | 0.32% | +1.3% |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $1,964,000 | -2.9% | 26,296 | -1.1% | 0.31% | +5.7% |
| ABT | Buy | ABBOTT LABS | $1,939,000 | -15.0% | 16,385 | +1.1% | 0.31% | -7.2% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,934,000 | +16.1% | 27,826 | +24.7% | 0.31% | +27.0% |
| MRK | Buy | MERCK & CO INC | $1,920,000 | +12.5% | 23,392 | +5.0% | 0.31% | +22.8% |
| FSK | Sell | FS KKR CAP CORP | $1,918,000 | +0.4% | 84,047 | -7.9% | 0.31% | +9.6% |
| KBWB | Buy | INVESCO EXCH TRADED FD TR IIkbw bk etf | $1,907,000 | +150.3% | 29,923 | +166.4% | 0.30% | +172.3% |
| MCD | Buy | MCDONALDS CORP | $1,895,000 | -2.0% | 7,664 | +6.3% | 0.30% | +7.1% |
| LKQ | Buy | LKQ CORP | $1,880,000 | -24.3% | 41,392 | +0.1% | 0.30% | -17.3% |
| TSLA | Buy | TESLA INC | $1,841,000 | +9.1% | 1,709 | +6.9% | 0.30% | +19.4% |
| ARKK | Sell | ARK ETF TRinnovation etf | $1,836,000 | -59.0% | 27,686 | -41.6% | 0.29% | -55.3% |
| ORCL | Buy | ORACLE CORP | $1,786,000 | -0.6% | 21,582 | +4.7% | 0.29% | +8.7% |
| BLL | Buy | BALL CORP | $1,779,000 | -6.0% | 19,772 | +0.6% | 0.28% | +2.9% |
| NFLX | Sell | NETFLIX INC | $1,777,000 | -38.2% | 4,745 | -0.6% | 0.28% | -32.5% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,766,000 | +4.4% | 8,236 | +4.3% | 0.28% | +14.1% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,770,000 | +11.5% | 29,739 | +12.0% | 0.28% | +21.5% |
| FB | Sell | META PLATFORMS INCcl a | $1,753,000 | -40.6% | 7,881 | -10.1% | 0.28% | -35.0% |
| PH | Buy | PARKER-HANNIFIN CORP | $1,730,000 | -8.7% | 6,097 | +2.3% | 0.28% | -0.4% |
| ESGE | Buy | ISHARES INCesg awr msci em | $1,716,000 | +453.5% | 46,697 | +497.9% | 0.28% | +511.1% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,692,000 | +17.1% | 22,130 | -15.0% | 0.27% | +27.8% |
| RORO | Sell | TIDAL ETF TRatac us rotation | $1,677,000 | -24.5% | 94,394 | -0.2% | 0.27% | -17.8% |
| PKW | Buy | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $1,672,000 | +6.2% | 18,484 | +13.2% | 0.27% | +16.0% |
| CP | Buy | CANADIAN PAC RY LTD | $1,671,000 | +26.8% | 20,248 | +10.5% | 0.27% | +38.3% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,660,000 | -2.0% | 12,115 | +0.7% | 0.27% | +7.3% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,634,000 | -6.1% | 15,148 | -0.4% | 0.26% | +2.7% |
| SHW | Buy | SHERWIN WILLIAMS CO | $1,638,000 | -27.5% | 6,560 | +2.2% | 0.26% | -20.8% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,621,000 | +13.1% | 34,626 | +21.6% | 0.26% | +23.3% |
| NEE | Buy | NEXTERA ENERGY INC | $1,606,000 | +1.3% | 18,960 | +11.6% | 0.26% | +10.8% |
| TGT | Buy | TARGET CORP | $1,602,000 | -7.3% | 7,552 | +1.1% | 0.26% | +1.2% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,587,000 | +17.4% | 3 | 0.0% | 0.25% | +28.3% | |
| PYPL | Buy | PAYPAL HLDGS INC | $1,583,000 | -0.4% | 13,692 | +62.5% | 0.25% | +8.6% |
| WLK | New | WESTLAKE CORPORATION | $1,582,000 | – | 12,823 | +100.0% | 0.25% | – |
| T | Sell | AT&T INC | $1,577,000 | -4.7% | 66,732 | -0.7% | 0.25% | +4.1% |
| PDBC | Buy | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $1,570,000 | +44.8% | 89,028 | +15.5% | 0.25% | +57.9% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,548,000 | -7.2% | 19,463 | -1.1% | 0.25% | +1.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,545,000 | +9.6% | 2,684 | +8.1% | 0.25% | +19.3% |
| WPC | Sell | WP CAREY INC | $1,530,000 | -3.6% | 18,928 | -2.1% | 0.24% | +5.2% |
| ZTS | Sell | ZOETIS INCcl a | $1,518,000 | -29.5% | 8,051 | -8.8% | 0.24% | -23.1% |
| GLD | Buy | SPDR GOLD TR | $1,515,000 | +16.6% | 8,388 | +10.4% | 0.24% | +27.4% |
| CBSH | Sell | COMMERCE BANCSHARES INC | $1,486,000 | +4.0% | 20,761 | -0.1% | 0.24% | +13.9% |
| CBRE | Buy | CBRE GROUP INCcl a | $1,475,000 | +469.5% | 16,114 | +574.5% | 0.24% | +521.1% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,467,000 | +29.6% | 3,323 | +4.3% | 0.24% | +41.6% |
| ARCC | Sell | ARES CAPITAL CORP | $1,454,000 | -2.2% | 69,416 | -1.0% | 0.23% | +6.9% |
| HDGE | Sell | ADVISORSHARES TRranger equity be | $1,438,000 | -12.8% | 58,813 | -12.1% | 0.23% | -5.0% |
| INTC | Buy | INTEL CORP | $1,412,000 | +0.3% | 28,502 | +4.3% | 0.23% | +9.7% |
| RTM | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $1,411,000 | -3.4% | 7,643 | -5.7% | 0.23% | +5.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,413,000 | -13.0% | 2,770 | -14.3% | 0.23% | -5.0% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $1,409,000 | -7.7% | 28,271 | -6.8% | 0.23% | +0.9% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,383,000 | -1.9% | 27,523 | -1.5% | 0.22% | +6.8% |
| KO | Sell | COCA COLA CO | $1,372,000 | +1.8% | 22,136 | -2.8% | 0.22% | +11.1% |
| MDT | Buy | MEDTRONIC PLC | $1,324,000 | +129.1% | 11,938 | +113.9% | 0.21% | +149.4% |
| USMV | Sell | ISHARES TRmsci usa min vol | $1,300,000 | -6.6% | 16,761 | -2.6% | 0.21% | +2.0% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,300,000 | +4.1% | 10,146 | +4.9% | 0.21% | +13.7% |
| CVX | Sell | CHEVRON CORP NEW | $1,291,000 | +15.2% | 7,931 | -17.0% | 0.21% | +26.2% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,247,000 | -3.7% | 18,834 | +5.4% | 0.20% | +5.3% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $1,246,000 | -15.3% | 4,725 | +0.9% | 0.20% | -7.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,239,000 | +6.2% | 4,616 | +12.0% | 0.20% | +15.8% |
| LULU | Sell | LULULEMON ATHLETICA INC | $1,213,000 | -6.9% | 3,323 | -0.2% | 0.19% | +1.6% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,207,000 | -4.6% | 11,042 | +25.5% | 0.19% | +4.3% |
| ICLR | Buy | ICON PLC | $1,198,000 | -15.3% | 4,927 | +7.9% | 0.19% | -7.2% |
| USB | Buy | US BANCORP DEL | $1,195,000 | +2.5% | 22,487 | +8.3% | 0.19% | +11.7% |
| PFE | Buy | PFIZER INC | $1,186,000 | -10.0% | 22,922 | +2.7% | 0.19% | -1.6% |
| LLY | Sell | LILLY ELI & CO | $1,184,000 | -7.7% | 4,133 | -11.0% | 0.19% | +1.1% |
| TIPX | Sell | SPDR SER TRbloomberg 1 10 y | $1,181,000 | -22.5% | 57,087 | -20.9% | 0.19% | -15.2% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,173,000 | -18.2% | 24,428 | -13.0% | 0.19% | -10.5% |
| NKE | Sell | NIKE INCcl b | $1,130,000 | -27.8% | 8,402 | -10.5% | 0.18% | -21.3% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,125,000 | +67.9% | 5,479 | +82.0% | 0.18% | +83.7% |
| FXY | Sell | INVESCO CURRENCYSHARES JAPANjapanese yen | $1,114,000 | -6.1% | 14,479 | -0.5% | 0.18% | +2.3% |
| HYLV | Sell | INDEXIQ ETF TRiq s&p hgh yld | $1,093,000 | -6.7% | 46,730 | -0.0% | 0.18% | +1.7% |
| PHM | Buy | PULTE GROUP INC | $1,095,000 | -24.9% | 26,141 | +2.4% | 0.18% | -18.2% |
| PPA | Buy | INVESCO EXCHANGE TRADED FD Taerospace defn | $1,082,000 | +8.3% | 13,821 | +0.0% | 0.17% | +18.5% |
| KBWP | Sell | INVESCO EXCH TRADED FD TR IIkbw ppty casut | $1,083,000 | +9.0% | 12,434 | -0.2% | 0.17% | +18.5% |
| SBUX | Sell | STARBUCKS CORP | $1,064,000 | -26.1% | 11,693 | -5.0% | 0.17% | -19.4% |
| GTO | Sell | INVESCO ACTIVELY MANAGED ETFtotal return | $1,057,000 | -7.4% | 20,160 | -0.4% | 0.17% | +1.2% |
| BA | Sell | BOEING CO | $1,048,000 | -18.4% | 5,472 | -14.2% | 0.17% | -10.6% |
| KIE | Sell | SPDR SER TRs&p ins etf | $1,052,000 | +3.6% | 25,010 | -0.6% | 0.17% | +12.8% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,037,000 | -4.2% | 2,990 | +0.3% | 0.17% | +4.4% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $1,030,000 | +153.1% | 21,886 | +157.5% | 0.16% | +175.0% |
| DOCU | Sell | DOCUSIGN INC | $1,022,000 | -32.0% | 9,541 | -3.3% | 0.16% | -25.5% |
| BSCR | Sell | INVESCO EXCH TRD SLF IDX FD | $1,024,000 | -6.2% | 50,657 | -0.0% | 0.16% | +2.5% |
| FAD | Buy | FIRST TR MULTI CAP GROWTH AL | $1,019,000 | +59.0% | 9,077 | +78.0% | 0.16% | +73.4% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $1,017,000 | -2.1% | 13,005 | +5.9% | 0.16% | +7.2% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $1,010,000 | -0.4% | 5,915 | +0.1% | 0.16% | +8.7% |
| USHY | Sell | ISHARES TRbroad usd high | $1,010,000 | -5.8% | 25,984 | -0.2% | 0.16% | +3.2% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,008,000 | +1.8% | 15,027 | +4.2% | 0.16% | +11.0% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $1,004,000 | +4.8% | 8,565 | +64.5% | 0.16% | +15.0% |
| MINT | PIMCO ETF TRenhan shrt ma ac | $1,001,000 | -1.4% | 9,994 | 0.0% | 0.16% | +7.4% | |
| VEEV | Sell | VEEVA SYS INC | $995,000 | -32.0% | 4,681 | -18.3% | 0.16% | -26.0% |
| OKE | Buy | ONEOK INC NEW | $987,000 | +25.9% | 13,981 | +4.8% | 0.16% | +37.4% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $977,000 | -24.1% | 20,224 | -18.6% | 0.16% | -17.5% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $967,000 | -11.3% | 7,321 | -0.5% | 0.16% | -3.1% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $966,000 | +47.0% | 10,180 | +52.3% | 0.16% | +61.5% |
| SO | Sell | SOUTHERN CO | $964,000 | +4.0% | 13,303 | -1.6% | 0.15% | +13.2% |
| ESGU | Sell | ISHARES TResg awr msci usa | $950,000 | -14.3% | 9,365 | -8.8% | 0.15% | -6.2% |
| CDW | Sell | CDW CORP | $945,000 | -12.7% | 5,285 | -0.1% | 0.15% | -5.0% |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $925,000 | -4.9% | 7,750 | -6.8% | 0.15% | +3.5% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $924,000 | +2.6% | 5,819 | +12.4% | 0.15% | +12.1% |
| NET | Buy | CLOUDFLARE INC | $919,000 | -7.7% | 7,675 | +1.3% | 0.15% | +0.7% |
| SCHR | Sell | SCHWAB STRATEGIC TRintrm trm tres | $903,000 | -5.6% | 16,958 | -0.5% | 0.14% | +3.6% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $900,000 | +2.5% | 8,741 | +5.4% | 0.14% | +11.6% |
| QCOM | Buy | QUALCOMM INC | $889,000 | -7.4% | 5,814 | +10.7% | 0.14% | +0.7% |
| NEM | Buy | NEWMONT CORP | $876,000 | +37.3% | 11,023 | +7.3% | 0.14% | +48.9% |
| CVS | Sell | CVS HEALTH CORP | $860,000 | -8.6% | 8,500 | -6.8% | 0.14% | 0.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $858,000 | -9.4% | 16,064 | +91.5% | 0.14% | -1.4% |
| DHR | DANAHER CORPORATION | $850,000 | -10.9% | 2,899 | 0.0% | 0.14% | -2.9% | |
| AXP | Sell | AMERICAN EXPRESS CO | $851,000 | -3.8% | 4,551 | -15.9% | 0.14% | +4.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $843,000 | -6.0% | 18,285 | +0.8% | 0.14% | +3.1% |
| EMR | Buy | EMERSON ELEC CO | $823,000 | +12.0% | 8,395 | +6.1% | 0.13% | +22.2% |
| VLO | Sell | VALERO ENERGY CORP | $822,000 | +11.2% | 8,094 | -17.7% | 0.13% | +22.2% |
| TIP | Buy | ISHARES TRtips bd etf | $820,000 | +15.0% | 6,582 | +19.3% | 0.13% | +24.8% |
| PSX | Sell | PHILLIPS 66 | $805,000 | +14.7% | 9,315 | -3.9% | 0.13% | +25.2% |
| AMGN | Buy | AMGEN INC | $797,000 | +19.0% | 3,298 | +10.7% | 0.13% | +30.6% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $797,000 | +0.4% | 14,336 | +5.6% | 0.13% | +10.3% |
| GDXJ | Buy | VANECK ETF TRUSTjunior gold mine | $798,000 | +18.2% | 17,023 | +5.6% | 0.13% | +29.3% |
| JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $801,000 | +2.4% | 15,807 | +3.2% | 0.13% | +11.3% |
| ETH | Buy | ETHAN ALLEN INTERIORS INC | $794,000 | +55.4% | 30,450 | +56.6% | 0.13% | +69.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $792,000 | +18.4% | 7,997 | +2.9% | 0.13% | +29.6% |
| PAYX | Buy | PAYCHEX INC | $785,000 | +9.6% | 5,752 | +9.7% | 0.13% | +20.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $782,000 | +23.0% | 9,912 | +26.0% | 0.12% | +34.4% |
| IYW | Sell | ISHARES TRu.s. tech etf | $779,000 | -23.4% | 7,562 | -14.6% | 0.12% | -16.1% |
| SNOW | Buy | SNOWFLAKE INCcl a | $770,000 | -31.1% | 3,363 | +2.0% | 0.12% | -25.0% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $760,000 | -23.8% | 3,022 | -11.4% | 0.12% | -16.4% |
| BAR | Buy | GRANITESHARES GOLD TR | $757,000 | +9.6% | 39,440 | +3.6% | 0.12% | +19.8% |
| LIN | Buy | LINDE PLC | $755,000 | +21.0% | 2,363 | +31.1% | 0.12% | +33.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $749,000 | +10.5% | 6,679 | +10.5% | 0.12% | +21.2% |
| ALL | Buy | ALLSTATE CORP | $745,000 | +17.9% | 5,374 | +0.0% | 0.12% | +28.0% |
| IYH | ISHARES TRus hlthcare etf | $730,000 | -3.8% | 2,527 | 0.0% | 0.12% | +5.4% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $716,000 | +14.7% | 6,410 | +7.8% | 0.12% | +26.4% |
| ROKU | Sell | ROKU INC | $710,000 | -46.8% | 5,670 | -3.0% | 0.11% | -41.8% |
| BLK | Sell | BLACKROCK INC | $711,000 | -48.4% | 930 | -38.2% | 0.11% | -43.6% |
| HON | Sell | HONEYWELL INTL INC | $707,000 | -15.3% | 3,631 | -9.3% | 0.11% | -7.4% |
| SHOP | Sell | SHOPIFY INCcl a | $687,000 | -54.6% | 1,017 | -7.5% | 0.11% | -50.5% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $687,000 | +1.3% | 4,648 | +0.9% | 0.11% | +11.1% |
| ORCC | Buy | OWL ROCK CAPITAL CORPORATION | $690,000 | +5.3% | 46,655 | +0.9% | 0.11% | +14.6% |
| USDU | Sell | WISDOMTREE TRblmbg us bull | $679,000 | +0.4% | 25,646 | -1.2% | 0.11% | +10.1% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $684,000 | -69.6% | 11,447 | -67.7% | 0.11% | -67.0% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $668,000 | +9.9% | 8,671 | +20.3% | 0.11% | +20.2% |
| EFR | Buy | EATON VANCE SR FLTNG RTE TR | $671,000 | +51.5% | 50,000 | +66.7% | 0.11% | +64.6% |
| PANW | Buy | PALO ALTO NETWORKS INC | $659,000 | +12.5% | 1,060 | +0.9% | 0.10% | +22.1% |
| SPB | Sell | SPECTRUM BRANDS HLDGS INC NE | $657,000 | -17.2% | 7,400 | -5.1% | 0.10% | -9.5% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $645,000 | -5.8% | 2,712 | +0.9% | 0.10% | +3.0% |
| WFC | Buy | WELLS FARGO CO NEW | $636,000 | +150.4% | 13,138 | +147.9% | 0.10% | +175.7% |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $631,000 | – | 12,884 | +100.0% | 0.10% | – |
| AVGO | Buy | BROADCOM INC | $633,000 | +1.3% | 1,006 | +7.0% | 0.10% | +9.8% |
| LNT | ALLIANT ENERGY CORP | $625,000 | +1.6% | 10,000 | 0.0% | 0.10% | +11.1% | |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $622,000 | -15.5% | 2,307 | -3.2% | 0.10% | -7.4% |
| LOW | Buy | LOWES COS INC | $617,000 | -3.6% | 3,054 | +23.2% | 0.10% | +5.3% |
| XMHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $620,000 | -6.8% | 8,196 | -1.1% | 0.10% | +2.1% |
| COMB | Sell | GRANITESHARES ETF TR | $611,000 | +24.9% | 19,047 | -0.1% | 0.10% | +36.1% |
| TEAM | ATLASSIAN CORP PLCcl a | $587,000 | -22.9% | 1,996 | 0.0% | 0.09% | -16.1% | |
| PAA | Buy | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $585,000 | +19.6% | 54,343 | +3.9% | 0.09% | +30.6% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $572,000 | -14.1% | 9,388 | -7.2% | 0.09% | -6.1% |
| TFC | TRUIST FINL CORP | $575,000 | -3.2% | 10,137 | 0.0% | 0.09% | +5.7% | |
| BX | Buy | BLACKSTONE INC | $576,000 | -0.2% | 4,540 | +1.8% | 0.09% | +8.2% |
| TROW | Buy | PRICE T ROWE GROUP INC | $569,000 | +36.8% | 3,762 | +77.6% | 0.09% | +49.2% |
| BLOK | New | AMPLIFY ETF TRblockchain ldr | $565,000 | – | 16,521 | +100.0% | 0.09% | – |
| UOCT | INNOVATOR ETFS TRus eqty ultra b | $562,000 | -0.7% | 19,861 | 0.0% | 0.09% | +8.4% | |
| IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $562,000 | -16.4% | 13,095 | -10.8% | 0.09% | -9.1% |
| PEJ | Buy | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $561,000 | +0.2% | 11,508 | +0.6% | 0.09% | +9.8% |
| ULTR | Sell | INDEXIQ ACTIVE ETF TRiq ultr sht du | $559,000 | -0.9% | 11,609 | -0.0% | 0.09% | +7.2% |
| ABMD | Sell | ABIOMED INC | $556,000 | -23.0% | 1,680 | -16.4% | 0.09% | -16.0% |
| BP | Sell | BP PLCsponsored adr | $555,000 | +7.8% | 18,878 | -2.3% | 0.09% | +18.7% |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $559,000 | -7.5% | 7,075 | 0.0% | 0.09% | 0.0% | |
| KBE | Sell | SPDR SER TRs&p bk etf | $554,000 | -6.4% | 10,583 | -2.4% | 0.09% | +2.3% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $547,000 | -8.7% | 5,450 | +4.8% | 0.09% | 0.0% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $550,000 | -39.9% | 2,150 | -31.2% | 0.09% | -34.3% |
| AXON | AXON ENTERPRISE INC | $548,000 | -12.2% | 3,976 | 0.0% | 0.09% | -3.3% | |
| XEL | Sell | XCEL ENERGY INC | $552,000 | +5.5% | 7,647 | -1.0% | 0.09% | +14.3% |
| ED | Buy | CONSOLIDATED EDISON INC | $541,000 | +12.9% | 5,715 | +1.8% | 0.09% | +24.3% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $536,000 | -79.6% | 4,946 | -78.2% | 0.09% | -77.7% |
| HRB | Sell | BLOCK H & R INC | $534,000 | +3.9% | 20,500 | -6.0% | 0.08% | +13.3% |
| U | UNITY SOFTWARE INC | $528,000 | -30.6% | 5,320 | 0.0% | 0.08% | -24.1% | |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $522,000 | +5.7% | 10,637 | +0.0% | 0.08% | +16.7% |
| FILL | Buy | ISHARES INCglb enr prod etf | $516,000 | +38.7% | 22,726 | +8.9% | 0.08% | +50.9% |
| EWT | Sell | ISHARES INCmsci taiwan etf | $512,000 | -12.6% | 8,328 | -5.3% | 0.08% | -4.7% |
| ETN | Buy | EATON CORP PLC | $512,000 | -0.4% | 3,378 | +13.5% | 0.08% | +9.3% |
| ORLY | New | OREILLY AUTOMOTIVE INC | $508,000 | – | 741 | +100.0% | 0.08% | – |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $505,000 | +29.2% | 6,612 | +41.5% | 0.08% | +42.1% |
| SPYD | SPDR SER TRprtflo s&p500 hi | $507,000 | +4.3% | 11,547 | 0.0% | 0.08% | +14.1% | |
| ITA | Buy | ISHARES TRus aer def etf | $498,000 | +24.8% | 4,499 | +15.8% | 0.08% | +37.9% |
| NVS | Buy | NOVARTIS AGsponsored adr | $498,000 | +7.1% | 5,671 | +6.8% | 0.08% | +17.6% |
| PGHY | Sell | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $496,000 | -17.3% | 24,897 | -11.3% | 0.08% | -10.2% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $492,000 | +100.0% | 2,623 | +140.9% | 0.08% | +119.4% |
| SII | Buy | SPROTT INC | $482,000 | +12.6% | 9,600 | +1.1% | 0.08% | +22.2% |
| EFV | Sell | ISHARES TReafe value etf | $484,000 | -8.3% | 9,632 | -8.0% | 0.08% | 0.0% |
| DTD | Buy | WISDOMTREE TRus total dividnd | $479,000 | 0.0% | 7,425 | +0.3% | 0.08% | +10.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $479,000 | +15.4% | 1,072 | +0.1% | 0.08% | +26.2% |
| CHRW | Sell | C H ROBINSON WORLDWIDE INC | $483,000 | -5.8% | 4,481 | -6.0% | 0.08% | +2.7% |
| WPM | WHEATON PRECIOUS METALS CORP | $472,000 | +10.8% | 9,927 | 0.0% | 0.08% | +22.6% | |
| VIOV | Sell | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $469,000 | -2.7% | 2,646 | -0.8% | 0.08% | +5.6% |
| LUV | Sell | SOUTHWEST AIRLS CO | $466,000 | -20.7% | 10,158 | -26.1% | 0.08% | -12.8% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $465,000 | -10.7% | 294 | -1.3% | 0.07% | -2.6% |
| IUSB | Buy | ISHARES TRcore total usd | $461,000 | +6.0% | 9,292 | +12.9% | 0.07% | +15.6% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $464,000 | +91.7% | 9,466 | +102.6% | 0.07% | +111.4% |
| BDX | BECTON DICKINSON & CO | $455,000 | +5.6% | 1,713 | 0.0% | 0.07% | +15.9% | |
| PIE | Sell | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $458,000 | -11.4% | 19,614 | -2.1% | 0.07% | -3.9% |
| GRID | Buy | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $458,000 | -4.6% | 4,866 | +4.0% | 0.07% | +4.3% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $451,000 | +11.1% | 21,504 | +17.6% | 0.07% | +20.0% |
| NTR | Buy | NUTRIEN LTD | $452,000 | +62.6% | 4,343 | +17.3% | 0.07% | +75.6% |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $452,000 | +15.0% | 1,402 | 0.0% | 0.07% | +24.1% | |
| XSLV | Sell | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $449,000 | -9.1% | 9,161 | -3.4% | 0.07% | 0.0% |
| MO | Buy | ALTRIA GROUP INC | $441,000 | +11.9% | 8,446 | +1.4% | 0.07% | +22.4% |
| PWV | Sell | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $429,000 | -0.2% | 8,780 | -0.6% | 0.07% | +9.5% |
| PM | Buy | PHILIP MORRIS INTL INC | $433,000 | +2.4% | 4,612 | +3.5% | 0.07% | +11.3% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $434,000 | -27.4% | 2,636 | -17.9% | 0.07% | -21.6% |
| UBER | Buy | UBER TECHNOLOGIES INC | $428,000 | -12.8% | 11,996 | +2.6% | 0.07% | -4.2% |
| MS | Sell | MORGAN STANLEY | $431,000 | -17.1% | 4,935 | -6.8% | 0.07% | -9.2% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $434,000 | +22.6% | 3,224 | +32.5% | 0.07% | +32.7% |
| CQQQ | New | INVESCO EXCH TRADED FD TR IIchina technlgy | $427,000 | – | 9,088 | +100.0% | 0.07% | – |
| MARA | Buy | MARATHON DIGITAL HOLDINGS IN | $421,000 | +90.5% | 15,063 | +123.6% | 0.07% | +109.4% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $420,000 | +6.6% | 8,436 | -10.8% | 0.07% | +15.5% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $418,000 | +9.1% | 6,565 | +13.0% | 0.07% | +19.6% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $416,000 | +25.7% | 1,674 | +7.9% | 0.07% | +36.7% |
| ASML | Sell | ASML HOLDING N V | $419,000 | -23.4% | 627 | -8.9% | 0.07% | -16.2% |
| TXN | Buy | TEXAS INSTRS INC | $421,000 | +28.7% | 2,291 | +32.0% | 0.07% | +39.6% |
| IWS | ISHARES TRrus mdcp val etf | $414,000 | -2.4% | 3,462 | 0.0% | 0.07% | +6.5% | |
| WM | Sell | WASTE MGMT INC DEL | $412,000 | -6.8% | 2,598 | -1.9% | 0.07% | +1.5% |
| FIVG | ETF SER SOLUTIONSdefiance next | $409,000 | -9.9% | 10,899 | 0.0% | 0.06% | -3.0% | |
| NFTY | Sell | FIRST TR EXCH TRD ALPHDX FDindia nfty50 eqw | $407,000 | -6.2% | 8,878 | -2.0% | 0.06% | +1.6% |
| CIEN | Sell | CIENA CORP | $400,000 | -21.7% | 6,592 | -0.7% | 0.06% | -14.7% |
| NVO | Sell | NOVO-NORDISK A Sadr | $400,000 | -3.4% | 3,599 | -2.7% | 0.06% | +4.9% |
| TRV | TRAVELERS COMPANIES INC | $400,000 | +16.6% | 2,191 | 0.0% | 0.06% | +28.0% | |
| IQV | Sell | IQVIA HLDGS INC | $397,000 | -27.7% | 1,720 | -11.6% | 0.06% | -20.0% |
| SGOL | Sell | ABRDN GOLD ETF TRUST | $392,000 | +5.7% | 21,111 | -0.1% | 0.06% | +16.7% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $388,000 | -5.8% | 10,118 | -4.0% | 0.06% | +3.3% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $390,000 | +7.7% | 6,491 | +8.6% | 0.06% | +17.0% |
| POCT | INNOVATOR ETFS TRus eqty pwr buf | $382,000 | -0.8% | 12,636 | 0.0% | 0.06% | +8.9% | |
| ALTL | New | PACER FDS TRlunt lrg cp altr | $377,000 | – | 8,408 | +100.0% | 0.06% | – |
| EQRR | New | PROSHARES TReqts for risin | $374,000 | – | 6,948 | +100.0% | 0.06% | – |
| SPGI | Sell | S&P GLOBAL INC | $369,000 | -46.4% | 898 | -38.4% | 0.06% | -41.6% |
| SCHW | Sell | SCHWAB CHARLES CORP | $366,000 | -1.6% | 4,343 | -1.9% | 0.06% | +7.3% |
| ANET | ARISTA NETWORKS INC | $371,000 | -3.6% | 2,672 | 0.0% | 0.06% | +5.4% | |
| MMM | Buy | 3M CO | $371,000 | -10.8% | 2,493 | +6.3% | 0.06% | -3.3% |
| IGSB | Sell | ISHARES TR | $363,000 | -38.7% | 7,018 | -36.2% | 0.06% | -33.3% |
| MGPI | Sell | MGP INGREDIENTS INC NEW | $360,000 | -3.7% | 4,200 | -4.5% | 0.06% | +5.5% |
| FAST | Buy | FASTENAL CO | $365,000 | +3.4% | 6,142 | +11.4% | 0.06% | +11.5% |
| AON | AON PLC | $357,000 | +8.5% | 1,096 | 0.0% | 0.06% | +18.8% | |
| SIL | Buy | GLOBAL X FDSglobal x silver | $354,000 | +16.1% | 9,747 | +17.4% | 0.06% | +26.7% |
| EFA | Sell | ISHARES TRmsci eafe etf | $353,000 | -12.4% | 4,794 | -6.4% | 0.06% | -3.4% |
| IWV | ISHARES TRrussell 3000 etf | $357,000 | -5.3% | 1,360 | 0.0% | 0.06% | +3.6% | |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $354,000 | -61.3% | 2,244 | -49.3% | 0.06% | -57.5% |
| XBI | New | SPDR SER TRs&p biotech | $357,000 | – | 3,971 | +100.0% | 0.06% | – |
| VFC | Buy | V F CORP | $357,000 | -12.5% | 6,268 | +12.5% | 0.06% | -5.0% |
| ABB | Sell | ABB LTDsponsored adr | $347,000 | -17.4% | 10,749 | -2.4% | 0.06% | -9.7% |
| NUV | Buy | NUVEEN MUN VALUE FD INC | $348,000 | -5.2% | 36,350 | +2.8% | 0.06% | +3.7% |
| MUB | Sell | ISHARES TRnational mun etf | $347,000 | -37.5% | 3,159 | -33.9% | 0.06% | -30.9% |
| SQ | Sell | BLOCK INCcl a | $351,000 | -28.8% | 2,589 | -15.1% | 0.06% | -22.2% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $348,000 | -0.9% | 4,764 | -15.5% | 0.06% | +9.8% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $350,000 | -13.6% | 3,218 | -5.6% | 0.06% | -5.1% |
| COP | Sell | CONOCOPHILLIPS | $341,000 | -0.6% | 3,410 | -28.3% | 0.06% | +10.0% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $343,000 | +4.6% | 3,249 | +14.5% | 0.06% | +14.6% |
| AEE | Sell | AMEREN CORP | $343,000 | +3.9% | 3,664 | -1.2% | 0.06% | +14.6% |
| SPSB | Sell | SPDR SER TRportfolio short | $345,000 | -6.0% | 11,439 | -3.4% | 0.06% | +1.9% |
| IBB | ISHARES TRishares biotech | $343,000 | -14.5% | 2,630 | 0.0% | 0.06% | -6.8% | |
| PPG | Sell | PPG INDS INC | $341,000 | -25.9% | 2,600 | -2.5% | 0.06% | -17.9% |
| DBX | Sell | DROPBOX INCcl a | $335,000 | -23.7% | 14,400 | -19.6% | 0.05% | -15.6% |
| POOL | New | POOL CORP | $336,000 | – | 794 | +100.0% | 0.05% | – |
| QTEC | New | FIRST TR NASDAQ 100 TECH IND | $340,000 | – | 2,230 | +100.0% | 0.05% | – |
| MTCH | Buy | MATCH GROUP INC NEW | $338,000 | -16.7% | 3,105 | +1.2% | 0.05% | -10.0% |
| VMC | Sell | VULCAN MATLS CO | $340,000 | -17.7% | 1,849 | -7.0% | 0.05% | -11.5% |
| QGRO | AMERICAN CENTY ETF TRstoxx us qlty | $336,000 | -11.6% | 4,949 | 0.0% | 0.05% | -3.6% | |
| ACWV | ISHARES INCmsci gbl min vol | $340,000 | -3.1% | 3,246 | 0.0% | 0.05% | +5.9% | |
| APD | Buy | AIR PRODS & CHEMS INC | $337,000 | +20.4% | 1,348 | +46.2% | 0.05% | +31.7% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $338,000 | +39.1% | 13,109 | +18.5% | 0.05% | +50.0% |
| EXC | Buy | EXELON CORP | $326,000 | -17.5% | 6,844 | +0.0% | 0.05% | -10.3% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $323,000 | -5.3% | 660 | +0.2% | 0.05% | +4.0% |
| NTAP | NETAPP INC | $328,000 | -9.6% | 3,950 | 0.0% | 0.05% | -1.9% | |
| OKTA | Buy | OKTA INCcl a | $317,000 | -31.7% | 2,100 | +1.5% | 0.05% | -25.0% |
| ZEN | Sell | ZENDESK INC | $319,000 | -15.4% | 2,653 | -26.6% | 0.05% | -7.3% |
| PRU | Sell | PRUDENTIAL FINL INC | $318,000 | +6.4% | 2,695 | -2.4% | 0.05% | +15.9% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $316,000 | -29.5% | 1,520 | -25.1% | 0.05% | -22.7% |
| ONEQ | Sell | FIDELITY COMWLTH TR | $318,000 | -30.4% | 5,720 | -23.7% | 0.05% | -23.9% |
| SYK | Sell | STRYKER CORPORATION | $316,000 | -43.5% | 1,179 | -43.5% | 0.05% | -37.8% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $310,000 | -1.6% | 1,760 | +0.1% | 0.05% | +8.7% |
| PLD | Buy | PROLOGIS INC. | $314,000 | +25.6% | 1,943 | +30.6% | 0.05% | +35.1% |
| DDWM | Buy | WISDOMTREE TRcurrncy int eq | $315,000 | 0.0% | 10,257 | +0.4% | 0.05% | +8.7% |
| GWW | Sell | GRAINGER W W INC | $313,000 | -1.9% | 606 | -1.6% | 0.05% | +6.4% |
| MAIN | Sell | MAIN STR CAP CORP | $307,000 | -10.5% | 7,195 | -5.9% | 0.05% | -2.0% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $306,000 | -4.7% | 3,034 | +1.1% | 0.05% | +4.3% |
| F | Buy | FORD MTR CO DEL | $299,000 | -4.8% | 17,648 | +16.6% | 0.05% | +4.3% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $298,000 | -6.6% | 6,002 | -6.0% | 0.05% | +2.1% |
| CERN | Sell | CERNER CORP | $303,000 | -86.3% | 3,236 | -86.5% | 0.05% | -85.2% |
| FPXI | Sell | FIRST TR EXCHANGE TRADED FDintl equity opp | $299,000 | -39.1% | 6,128 | -28.0% | 0.05% | -33.3% |
| FNX | New | FIRST TR MID CAP CORE ALPHAD | $301,000 | – | 3,072 | +100.0% | 0.05% | – |
| GIS | Buy | GENERAL MLS INC | $303,000 | +7.8% | 4,481 | +7.3% | 0.05% | +17.1% |
| ETR | Sell | ENTERGY CORP NEW | $293,000 | -3.9% | 2,511 | -7.4% | 0.05% | +4.4% |
| GD | Buy | GENERAL DYNAMICS CORP | $293,000 | +26.3% | 1,216 | +9.1% | 0.05% | +38.2% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $296,000 | +29.3% | 2,277 | +32.8% | 0.05% | +38.2% |
| CMI | New | CUMMINS INC | $293,000 | – | 1,426 | +100.0% | 0.05% | – |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $290,000 | +1.4% | 2,702 | +1.0% | 0.05% | +9.5% |
| BHP | New | BHP GROUP LTDsponsored ads | $287,000 | – | 3,715 | +100.0% | 0.05% | – |
| NOW | SERVICENOW INC | $280,000 | -14.4% | 504 | 0.0% | 0.04% | -6.2% | |
| IXC | Sell | ISHARES TRglobal energ etf | $279,000 | +26.8% | 7,707 | -3.4% | 0.04% | +40.6% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $280,000 | +8.5% | 5,545 | +6.2% | 0.04% | +18.4% |
| KMB | Buy | KIMBERLY-CLARK CORP | $275,000 | -13.0% | 2,236 | +1.3% | 0.04% | -4.3% |
| SDVY | New | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $272,000 | – | 9,775 | +100.0% | 0.04% | – |
| CCJ | CAMECO CORP | $277,000 | +33.2% | 9,534 | 0.0% | 0.04% | +46.7% | |
| CSX | Buy | CSX CORP | $273,000 | +2.2% | 7,283 | +2.6% | 0.04% | +12.8% |
| ELD | New | WISDOMTREE TRem lcl debt fd | $277,000 | – | 9,901 | +100.0% | 0.04% | – |
| PULS | PGIM ETF TRultra short | $269,000 | -0.7% | 5,470 | 0.0% | 0.04% | +7.5% | |
| IHE | Buy | ISHARES TRu.s. pharma etf | $266,000 | +13.2% | 1,371 | +16.7% | 0.04% | +26.5% |
| GM | Sell | GENERAL MTRS CO | $271,000 | -27.7% | 6,199 | -3.0% | 0.04% | -21.8% |
| EZM | Buy | WISDOMTREE TRus midcap fund | $270,000 | -1.8% | 4,942 | +1.3% | 0.04% | +7.5% |
| EFAV | ISHARES TRmsci eafe min vl | $271,000 | -5.9% | 3,751 | 0.0% | 0.04% | +2.4% | |
| WDC | Sell | WESTERN DIGITAL CORP. | $262,000 | -25.8% | 5,272 | -2.7% | 0.04% | -19.2% |
| WEC | Buy | WEC ENERGY GROUP INC | $265,000 | +3.5% | 2,664 | +1.0% | 0.04% | +10.5% |
| GILD | Buy | GILEAD SCIENCES INC | $263,000 | -18.1% | 4,421 | +0.0% | 0.04% | -10.6% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $260,000 | -19.8% | 1,129 | -12.5% | 0.04% | -10.6% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $257,000 | -1.2% | 12,160 | +10.4% | 0.04% | +7.9% |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $254,000 | -4.9% | 723 | 0.0% | 0.04% | +5.1% | |
| JHMM | New | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $259,000 | – | 4,928 | +100.0% | 0.04% | – |
| POTX | Buy | GLOBAL X FDScannabis etf | $257,000 | -1.2% | 47,088 | +5.2% | 0.04% | +7.9% |
| NIO | New | NIO INCspon ads | $250,000 | – | 11,887 | +100.0% | 0.04% | – |
| IGIB | Sell | ISHARES TR | $249,000 | -8.1% | 4,533 | -0.8% | 0.04% | 0.0% |
| AMP | Buy | AMERIPRISE FINL INC | $252,000 | +4.1% | 837 | +4.5% | 0.04% | +14.3% |
| VFH | VANGUARD WORLD FDSfinancials etf | $252,000 | -3.1% | 2,695 | 0.0% | 0.04% | +5.3% | |
| ISRG | Sell | INTUITIVE SURGICAL INC | $250,000 | -43.7% | 827 | -33.1% | 0.04% | -38.5% |
| CL | Buy | COLGATE PALMOLIVE CO | $248,000 | -9.5% | 3,276 | +1.9% | 0.04% | 0.0% |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $241,000 | -6.6% | 4,294 | 0.0% | 0.04% | +2.6% | |
| AB | Sell | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $243,000 | -11.0% | 5,184 | -7.0% | 0.04% | -2.5% |
| NSC | New | NORFOLK SOUTHN CORP | $236,000 | – | 829 | +100.0% | 0.04% | – |
| MKC | Sell | MCCORMICK & CO INC | $238,000 | +1.3% | 2,380 | -2.2% | 0.04% | +11.8% |
| YUM | Sell | YUM BRANDS INC | $237,000 | -15.4% | 2,007 | -0.2% | 0.04% | -7.3% |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $229,000 | – | 2,935 | +100.0% | 0.04% | – |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $229,000 | -0.9% | 2,062 | +5.1% | 0.04% | +8.8% |
| QSR | Sell | RESTAURANT BRANDS INTL INC | $234,000 | -5.3% | 4,018 | -1.2% | 0.04% | +2.8% |
| MLM | New | MARTIN MARIETTA MATLS INC | $229,000 | – | 596 | +100.0% | 0.04% | – |
| MELI | New | MERCADOLIBRE INC | $231,000 | – | 194 | +100.0% | 0.04% | – |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $233,000 | -2.5% | 2,339 | -12.6% | 0.04% | +5.7% |
| DVY | ISHARES TRselect divid etf | $223,000 | +4.2% | 1,740 | 0.0% | 0.04% | +16.1% | |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $224,000 | +1.8% | 5,121 | +0.6% | 0.04% | +12.5% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $227,000 | -14.0% | 1,699 | -0.2% | 0.04% | -7.7% |
| IVE | New | ISHARES TRs&p 500 val etf | $223,000 | – | 1,437 | +100.0% | 0.04% | – |
| DOX | Sell | AMDOCS LTD | $222,000 | -8.6% | 2,700 | -16.9% | 0.04% | 0.0% |
| SLV | Sell | ISHARES SILVER TRishares | $223,000 | -25.2% | 9,715 | -30.0% | 0.04% | -18.2% |
| C | Buy | CITIGROUP INC | $228,000 | +11.8% | 4,270 | +26.5% | 0.04% | +20.0% |
| ADI | Buy | ANALOG DEVICES INC | $228,000 | +4.6% | 1,382 | +11.6% | 0.04% | +12.5% |
| BK | Buy | BANK NEW YORK MELLON CORP | $218,000 | -6.8% | 4,386 | +8.9% | 0.04% | +2.9% |
| ETV | EATON VANCE TAX-MANAGED BUY- | $218,000 | -6.4% | 13,915 | 0.0% | 0.04% | +2.9% | |
| DFS | DISCOVER FINL SVCS | $220,000 | -4.3% | 1,993 | 0.0% | 0.04% | +2.9% | |
| BBY | New | BEST BUY INC | $221,000 | – | 2,427 | +100.0% | 0.04% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $220,000 | – | 3,309 | +100.0% | 0.04% | – |
| AMAT | Buy | APPLIED MATLS INC | $219,000 | -13.1% | 1,656 | +3.2% | 0.04% | -5.4% |
| NTSX | Sell | WISDOMTREE TRus efficient cor | $219,000 | -21.5% | 5,398 | -14.2% | 0.04% | -14.6% |
| ALGN | ALIGN TECHNOLOGY INC | $218,000 | -33.7% | 500 | 0.0% | 0.04% | -27.1% | |
| HSY | New | HERSHEY CO | $221,000 | – | 1,019 | +100.0% | 0.04% | – |
| HFRO | Buy | HIGHLAND INCOME FD | $220,000 | +8.9% | 18,451 | +0.3% | 0.04% | +16.7% |
| KMI | Sell | KINDER MORGAN INC DEL | $210,000 | +16.0% | 11,095 | -2.9% | 0.03% | +25.9% |
| BE | Sell | BLOOM ENERGY CORP | $211,000 | -10.6% | 8,750 | -18.6% | 0.03% | -2.9% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $215,000 | -7.7% | 3,006 | -5.9% | 0.03% | 0.0% |
| ANTM | New | ANTHEM INC | $213,000 | – | 433 | +100.0% | 0.03% | – |
| GOLD | New | BARRICK GOLD CORP | $214,000 | – | 8,724 | +100.0% | 0.03% | – |
| INDS | New | PACER FDS TRbnchmrk indstr | $205,000 | – | 4,042 | +100.0% | 0.03% | – |
| VIACA | New | PARAMOUNT GLOBAL | $207,000 | – | 5,135 | +100.0% | 0.03% | – |
| PLUG | Sell | PLUG POWER INC | $207,000 | -32.1% | 7,233 | -33.2% | 0.03% | -26.7% |
| PJUL | INNOVATOR ETFS TRus eqty pwr buf | $204,000 | -0.5% | 6,638 | 0.0% | 0.03% | +10.0% | |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $204,000 | -10.9% | 15,033 | -1.4% | 0.03% | -2.9% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $206,000 | -18.9% | 3,575 | -13.8% | 0.03% | -10.8% |
| JETS | New | ETF SER SOLUTIONSus glb jets | $207,000 | – | 9,507 | +100.0% | 0.03% | – |
| UCON | New | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $205,000 | – | 8,048 | +100.0% | 0.03% | – |
| BMO | New | BANK MONTREAL QUE | $207,000 | – | 1,754 | +100.0% | 0.03% | – |
| FPEI | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $194,000 | -4.9% | 10,000 | 0.0% | 0.03% | +3.3% | |
| ETW | Buy | EATON VANCE TAX-MANAGED GLOB | $137,000 | -8.1% | 13,388 | +0.5% | 0.02% | 0.0% |
| ET | Sell | ENERGY TRANSFER L P | $116,000 | +23.4% | 10,362 | -9.1% | 0.02% | +35.7% |
| EXG | New | EATON VANCE TAX-MANAGED GLOB | $113,000 | – | 11,670 | +100.0% | 0.02% | – |
| IHTA | INVESCO HIGH INCOME 2024 TAR | $100,000 | -7.4% | 10,990 | 0.0% | 0.02% | 0.0% | |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $103,000 | +4.0% | 15,585 | +0.4% | 0.02% | +6.7% |
| BCOV | Sell | BRIGHTCOVE INC | $94,000 | -28.8% | 12,100 | -6.2% | 0.02% | -21.1% |
| ME | Sell | 23ANDME HOLDING CO | $67,000 | -57.3% | 17,560 | -25.5% | 0.01% | -52.2% |
| ITI | Sell | ITERIS INC NEW | $45,000 | -30.8% | 15,200 | -6.2% | 0.01% | -30.0% |
| XOM | Exit | EXXON MOBIL CORPcall | $0 | – | -200 | -100.0% | 0.00% | – |
| SLV | Exit | ISHARES SILVER TRcall | $0 | – | -700 | -100.0% | 0.00% | – |
| GDXJ | Exit | VANECK ETF TRUSTcall | $0 | – | -400 | -100.0% | 0.00% | – |
| QQQ | Exit | INVESCO QQQ TRcall | $0 | – | -200 | -100.0% | -0.00% | – |
| LUV | Exit | SOUTHWEST AIRLS COput | $0 | – | -1,000 | -100.0% | -0.01% | – |
| XLE | Exit | SELECT SECTOR SPDR TRput | $0 | – | -1,000 | -100.0% | -0.01% | – |
| INTC | Exit | INTEL CORPput | $0 | – | -1,000 | -100.0% | -0.01% | – |
| TROW | Exit | PRICE T ROWE GROUP INCput | $0 | – | -600 | -100.0% | -0.02% | – |
| FBZ | Exit | FIRST TR EXCH TRD ALPHDX FDbrazil alphadex | $0 | – | -11,366 | -100.0% | -0.02% | – |
| JMIA | Exit | JUMIA TECHNOLOGIES AGsponsored ads | $0 | – | -13,800 | -100.0% | -0.02% | – |
| XPER | Exit | XPERI HOLDING CORP | $0 | – | -9,950 | -100.0% | -0.03% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -813 | -100.0% | -0.03% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -2,415 | -100.0% | -0.03% | – |
| RMD | Exit | RESMED INC | $0 | – | -789 | -100.0% | -0.03% | – |
| LOUP | Exit | INNOVATOR ETFS TRloup frontier | $0 | – | -3,760 | -100.0% | -0.03% | – |
| IXG | Exit | ISHARES TRglobal finls etf | $0 | – | -2,583 | -100.0% | -0.03% | – |
| FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -6,296 | -100.0% | -0.03% | – |
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -530 | -100.0% | -0.03% | – |
| QCLN | Exit | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $0 | – | -3,080 | -100.0% | -0.03% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -2,043 | -100.0% | -0.03% | – |
| TDIV | Exit | FIRST TR EXCHANGE-TRADED FDnasd tech div | $0 | – | -3,371 | -100.0% | -0.03% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -1,311 | -100.0% | -0.03% | – |
| TTC | Exit | TORO CO | $0 | – | -2,220 | -100.0% | -0.03% | – |
| PACB | Exit | PACIFIC BIOSCIENCES CALIF IN | $0 | – | -11,102 | -100.0% | -0.03% | – |
| IGT | Exit | INTERNATIONAL GAME TECHNOLOG | $0 | – | -8,100 | -100.0% | -0.03% | – |
| EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -1,710 | -100.0% | -0.03% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -1,448 | -100.0% | -0.03% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -1,967 | -100.0% | -0.04% | – |
| EOS | Exit | EATON VANCE ENHANCED EQUITY | $0 | – | -10,300 | -100.0% | -0.04% | – |
| DKNG | Exit | DRAFTKINGS INC | $0 | – | -9,525 | -100.0% | -0.04% | – |
| OMCL | Exit | OMNICELL COM | $0 | – | -1,450 | -100.0% | -0.04% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -4,749 | -100.0% | -0.04% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -5,456 | -100.0% | -0.04% | – |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -3,070 | -100.0% | -0.04% | – |
| WING | Exit | WINGSTOP INC | $0 | – | -1,630 | -100.0% | -0.04% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -3,146 | -100.0% | -0.04% | – | |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -6,067 | -100.0% | -0.06% | – |
| KSS | Exit | KOHLS CORP | $0 | – | -8,400 | -100.0% | -0.06% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -12,641 | -100.0% | -0.06% | – |
| MILN | Exit | GLOBAL X FDSmillennial consu | $0 | – | -10,474 | -100.0% | -0.06% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -1,849 | -100.0% | -0.07% | – |
| CALF | Exit | PACER FDS TRpacer us small | $0 | – | -11,167 | -100.0% | -0.07% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -2,878 | -100.0% | -0.07% | – |
| SOFI | Exit | SOFI TECHNOLOGIES INC | $0 | – | -30,370 | -100.0% | -0.07% | – |
| CNC | Exit | CENTENE CORP DEL | $0 | – | -7,065 | -100.0% | -0.08% | – |
| PRFZ | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $0 | – | -3,145 | -100.0% | -0.09% | – |
| GRMN | Exit | GARMIN LTD | $0 | – | -4,451 | -100.0% | -0.09% | – |
| QRVO | Exit | QORVO INC | $0 | – | -4,024 | -100.0% | -0.09% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -3,534 | -100.0% | -0.10% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -22,920 | -100.0% | -0.10% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -14,398 | -100.0% | -0.11% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -10,713 | -100.0% | -0.14% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -31,488 | -100.0% | -0.20% | – |
| RGI | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $0 | – | -7,262 | -100.0% | -0.21% | – |
| STX | Exit | SEAGATE TECHNOLOGY HLDNGS PL | $0 | – | -18,359 | -100.0% | -0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.