$125 Million is the total value of V Wealth Advisors LLC's 137 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VXUS | VANGUARD STAR FDSvg tl intl stk f | $240,037 | -4.6% | 4,485 | 0.0% | 0.19% | +357.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-15
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.