VANCE WEALTH, INC. holdings history

Add to watchlist

109 is the total number of securities VANCE WEALTH, INC. has owned. The longest VANCE WEALTH, INC. has owned a single stock is 8 quarters.

VANCE WEALTH, INC. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
NETL ETF SER SOLUTIONS882.15%7.97%17.89%Q4 2021Q3 20238
QQQM INVESCO EXCH TRADED FD...882.17%5.88%10.93%Q4 2021Q3 20238
AAPL APPLE INC882.89%4.28%7.86%Q4 2021Q3 20238
QQQ INVESCO QQQ TR881.97%3.59%7.88%Q4 2021Q3 20238
VONV VANGUARD SCOTTSDALE FDS880.20%2.99%5.48%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...881.35%1.98%3.85%Q4 2021Q3 20238
EFV ISHARES TR880.55%1.96%3.52%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO880.29%1.93%6.06%Q4 2021Q3 20238
IEMG ISHARES INC880.41%1.77%3.33%Q4 2021Q3 20238
MDT MEDTRONIC PLC880.56%1.76%3.05%Q4 2021Q3 20238
EFG ISHARES TR880.52%1.45%2.40%Q4 2021Q3 20238
SCZ ISHARES TR880.30%1.28%1.63%Q4 2021Q3 20238
EEM ISHARES TR880.32%1.14%1.63%Q4 2021Q3 20238
CBRE CBRE GROUP INC880.50%0.89%1.68%Q4 2021Q3 20238
DIS DISNEY WALT CO880.36%0.73%1.49%Q4 2021Q3 20238
AMZN AMAZON COM INC880.34%0.55%0.89%Q4 2021Q3 20238
TSLA TESLA INC880.15%0.47%0.67%Q4 2021Q3 20238
MSFT MICROSOFT CORP880.31%0.46%0.66%Q4 2021Q3 20238
UPS UNITED PARCEL SERVICE INC880.22%0.40%0.75%Q4 2021Q3 20238
BAC BK OF AMERICA CORP880.20%0.38%0.70%Q4 2021Q3 20238
ABT ABBOTT LABS880.20%0.35%0.63%Q4 2021Q3 20238
CVX CHEVRON CORP NEW880.24%0.33%0.55%Q4 2021Q3 20238
FB META PLATFORMS INC880.18%0.33%0.54%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW880.22%0.32%0.60%Q4 2021Q3 20238
SRE SEMPRA ENERGY880.17%0.30%0.60%Q4 2021Q3 20238
DE DEERE & CO880.18%0.29%0.58%Q4 2021Q3 20238
O REALTY INCOME CORP880.13%0.26%0.47%Q4 2021Q3 20238
XOM EXXON MOBIL CORP880.16%0.22%0.35%Q4 2021Q3 20238
NSC NORFOLK SOUTHN CORP880.11%0.22%0.43%Q4 2021Q3 20238
DOL WISDOMTREE TR880.13%0.20%0.38%Q4 2021Q3 20238
TXN TEXAS INSTRS INC880.12%0.20%0.37%Q4 2021Q3 20238
PEP PEPSICO INC880.13%0.19%0.30%Q4 2021Q3 20238
SMMT SUMMIT THERAPEUTICS INC880.01%0.03%0.04%Q4 2021Q3 20238
DFAC DIMENSIONAL ETF TRUST6118.75%22.30%25.67%Q4 2021Q3 20237
DIMENSIONAL ETF TRUST6110.70%12.83%15.48%Q4 2021Q3 20237
VONG VANGUARD SCOTTSDALE FDS772.51%3.71%5.62%Q1 2022Q3 20237
IWP ISHARES TR771.40%2.00%2.22%Q1 2022Q3 20237
IWS ISHARES TR771.50%1.92%2.23%Q1 2022Q3 20237
IWN ISHARES TR771.17%1.34%1.55%Q1 2022Q3 20237
IWO ISHARES TR770.90%1.13%1.25%Q1 2022Q3 20237
NVDA NVIDIA CORPORATION430.14%0.29%0.51%Q4 2021Q3 20237
WBA WALGREENS BOOTS ALLIAN...770.12%0.29%0.53%Q4 2021Q2 20237
NFLX NETFLIX INC770.16%0.22%0.36%Q1 2022Q3 20237
JPM JPMORGAN CHASE & CO520.14%0.19%0.29%Q4 2021Q3 20237
DES WISDOMTREE TR430.10%0.17%0.31%Q4 2021Q3 20237
IWF ISHARES TR661.25%1.66%2.25%Q2 2022Q3 20236
IVLU ISHARES TR660.89%1.24%1.62%Q2 2022Q3 20236
IJJ ISHARES TR660.29%1.11%1.56%Q2 2022Q3 20236
IJK ISHARES TR660.57%0.98%1.42%Q2 2022Q3 20236
IWD ISHARES TR660.65%0.96%1.52%Q2 2022Q3 20236
VSS VANGUARD INTL EQUITY I...660.66%0.79%0.92%Q2 2022Q3 20236
JNJ JOHNSON & JOHNSON420.16%0.66%1.52%Q4 2021Q3 20236
VTWV VANGUARD SCOTTSDALE FDS660.28%0.40%0.63%Q2 2022Q3 20236
BSV VANGUARD BD INDEX FDS420.11%0.35%0.60%Q4 2021Q3 20236
BIV VANGUARD BD INDEX FDS420.13%0.30%0.52%Q4 2021Q3 20236
NEAR ISHARES U S ETF TR420.11%0.29%0.50%Q4 2021Q3 20236
VTWG VANGUARD SCOTTSDALE FDS660.19%0.24%0.36%Q2 2022Q3 20236
GOOG ALPHABET INC510.18%0.21%0.25%Q4 2021Q3 20236
LOTTERY COM INC660.00%0.00%0.00%Q2 2022Q3 20236
VIGI VANGUARD WHITEHALL FDS550.30%0.64%0.86%Q3 2022Q3 20235
VTV VANGUARD INDEX FDS550.24%0.47%0.81%Q4 2021Q4 20225
DIMENSIONAL ETF TRUST443.81%4.67%5.32%Q4 2022Q3 20234
IBDO ISHARES TR440.63%1.21%1.50%Q4 2022Q3 20234
SPYV SPDR SER TR440.74%1.08%1.38%Q4 2022Q3 20234
SPYG SPDR SER TR440.93%0.98%1.07%Q4 2022Q3 20234
VBR VANGUARD INDEX FDS440.37%0.60%0.80%Q4 2022Q3 20234
SLYG SPDR SER TR440.21%0.27%0.34%Q4 2022Q3 20234
IAU ISHARES GOLD TR310.16%0.25%0.33%Q4 2021Q4 20224
SPY SPDR S&P 500 ETF TR440.19%0.24%0.30%Q4 2022Q3 20234
VEU VANGUARD INTL EQUITY I...440.14%0.21%0.31%Q4 2022Q3 20234
IBB ISHARES TR310.12%0.18%0.29%Q4 2021Q1 20234
XLE SELECT SECTOR SPDR TR310.10%0.16%0.23%Q3 2022Q3 20234
WMT WALMART INC310.10%0.14%0.26%Q1 2022Q3 20234
GLD SPDR GOLD TR440.10%0.12%0.13%Q4 2022Q3 20234
BRKA BERKSHIRE HATHAWAY INC...330.24%0.24%0.25%Q1 2023Q3 20233
VEA VANGUARD TAX-MANAGED I...330.16%0.22%0.32%Q1 2022Q3 20223
VUG VANGUARD INDEX FDS210.14%0.17%0.24%Q4 2021Q3 20233
MDYV SPDR SER TR330.10%0.12%0.13%Q4 2022Q2 20233
V VISA INC330.11%0.11%0.11%Q1 2023Q3 20233
TBLA TABOOLA.COM LTD330.02%0.02%0.03%Q4 2022Q2 20233
IEFA ISHARES TR220.45%0.60%0.75%Q2 2022Q3 20222
VO VANGUARD INDEX FDS220.30%0.32%0.33%Q4 2021Q1 20222
TTD THE TRADE DESK INC220.30%0.31%0.32%Q4 2021Q1 20222
SWKS SKYWORKS SOLUTIONS INC220.27%0.30%0.34%Q4 2021Q1 20222
BCAL SOUTHERN CALIF BANCORP220.26%0.26%0.27%Q2 2023Q3 20232
VOE VANGUARD INDEX FDS220.17%0.22%0.27%Q1 2022Q2 20222
PFE PFIZER INC110.13%0.17%0.21%Q4 2021Q4 20222
GOOGL ALPHABET INC220.15%0.16%0.17%Q2 2023Q3 20232
PYPL PAYPAL HLDGS INC220.12%0.13%0.14%Q2 2023Q3 20232
DFAT DIMENSIONAL ETF TRUST220.10%0.13%0.15%Q2 2023Q3 20232
HD HOME DEPOT INC110.09%0.11%0.13%Q4 2022Q2 20232
IXUS ISHARES TR110.78%0.78%0.78%Q4 2021Q4 20211
QQQJ INVESCO EXCH TRADED FD...110.72%0.72%0.72%Q4 2021Q4 20211
VTI VANGUARD INDEX FDS110.64%0.64%0.64%Q4 2021Q4 20211
IAU ISHARES GOLD TR110.45%0.45%0.45%Q1 2022Q1 20221
VXUS VANGUARD STAR FDS110.43%0.43%0.43%Q4 2021Q4 20211
INTU INTUIT110.40%0.40%0.40%Q3 2023Q3 20231
ARKK ARK ETF TR110.27%0.27%0.27%Q1 2022Q1 20221
VB VANGUARD INDEX FDS110.27%0.27%0.27%Q4 2021Q4 20211
EFA ISHARES TR110.24%0.24%0.24%Q4 2021Q4 20211
USHY ISHARES TR110.21%0.21%0.21%Q4 2021Q4 20211
FLOT ISHARES TR110.21%0.21%0.21%Q4 2021Q4 20211
BND VANGUARD BD INDEX FDS110.20%0.20%0.20%Q4 2022Q4 20221
VXF VANGUARD INDEX FDS110.20%0.20%0.20%Q4 2021Q4 20211
SEAS SEAWORLD ENTMT INC110.15%0.15%0.15%Q3 2023Q3 20231
XLK SELECT SECTOR SPDR TR110.13%0.13%0.13%Q1 2023Q1 20231
LLY ELI LILLY & CO110.10%0.10%0.10%Q3 2023Q3 20231
F FORD MTR CO DEL110.08%0.08%0.08%Q2 2023Q2 20231
SNAP SNAP INC110.08%0.08%0.08%Q3 2022Q3 20221
 Download

The securities at the top of the list , including ETF SER SOLUTIONS, INVESCO EXCH TRADED FD TR II, and APPLE INC, are the highest-conviction holdings of VANCE WEALTH, INC..

The conviction is calculated by counting the number of quarters a security has been reported by VANCE WEALTH, INC.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that VANCE WEALTH, INC. owns currently or has owned in the past.