V Wealth Management
Latest statistics and disclosures from V Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, MSFT, QQQ, AVUS, and represent 20.38% of V Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: GLD (+$8.2M), SPY (+$6.3M), SPGP, VTV, WMT, AAPL, XLI, NVDA, RSP, QQEW.
- Started 44 new stock positions in GE, NSC, IVE, CSX, SHM, VPU, GOLD, ONEQ, AEM, BTO.
- Reduced shares in these 10 stocks: VOO (-$22M), QQQ (-$9.2M), VTI (-$5.0M), FTSM, VUG, , JNJ, PG, USMV, VB.
- Sold out of its positions in BXMT, BCOV, CAG, CCI, D, VWID, FDL, FTRI, FTSL, TDIV.
- V Wealth Advisors was a net seller of stock by $-48M.
- V Wealth Advisors has $484M in assets under management (AUM), dropping by -3.10%.
- Central Index Key (CIK): 0001661149
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Portfolio Holdings for V Wealth Advisors
V Wealth Advisors holds 361 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.0 | $29M | +27% | 76k | 382.43 | |
Apple (AAPL) | 5.5 | $26M | +8% | 204k | 129.93 | |
Microsoft Corporation (MSFT) | 3.5 | $17M | -2% | 70k | 239.82 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $13M | -41% | 49k | 266.27 | |
American Centy Etf Tr Us Eqt Etf (AVUS) | 2.7 | $13M | +8% | 191k | 68.01 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.2 | $11M | -66% | 30k | 351.34 | |
Amazon (AMZN) | 2.0 | $9.9M | 118k | 84.00 | ||
Spdr Gold Tr Gold Shs (GLD) | 2.0 | $9.4M | +630% | 56k | 169.64 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.7 | $8.3M | +15% | 59k | 141.25 | |
American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.6 | $7.9M | 149k | 53.19 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $7.9M | +3% | 26k | 308.90 | |
Home Depot (HD) | 1.6 | $7.8M | +9% | 25k | 315.85 | |
Visa Com Cl A (V) | 1.6 | $7.5M | +9% | 36k | 207.76 | |
Wal-Mart Stores (WMT) | 1.3 | $6.4M | +46% | 46k | 141.79 | |
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 1.2 | $5.8M | 154k | 37.49 | ||
Procter & Gamble Company (PG) | 1.1 | $5.4M | -27% | 35k | 151.56 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $4.8M | -51% | 25k | 191.19 | |
NVIDIA Corporation (NVDA) | 1.0 | $4.8M | +31% | 33k | 146.14 | |
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.0 | $4.8M | +7% | 64k | 74.51 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $4.5M | +27% | 33k | 134.10 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $4.1M | -20% | 46k | 88.23 | |
Vanguard Index Fds Value Etf (VTV) | 0.8 | $3.9M | +229% | 28k | 140.37 | |
Evergy (EVRG) | 0.8 | $3.9M | -7% | 61k | 62.93 | |
Pepsi (PEP) | 0.8 | $3.7M | -28% | 21k | 180.65 | |
Old Dominion Freight Line (ODFL) | 0.8 | $3.6M | +10% | 13k | 283.78 | |
American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.7 | $3.6M | +4% | 71k | 50.45 | |
Exxon Mobil Corporation (XOM) | 0.7 | $3.5M | +23% | 32k | 110.30 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $3.2M | -27% | 33k | 96.99 | |
Mastercard Incorporated Cl A (MA) | 0.6 | $3.0M | +23% | 8.5k | 347.72 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $2.8M | 19k | 151.85 | ||
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.6 | $2.8M | NEW | 34k | 82.60 | |
Deere & Company (DE) | 0.6 | $2.8M | +5% | 6.5k | 428.74 | |
Thermo Fisher Scientific (TMO) | 0.6 | $2.7M | 5.0k | 550.70 | ||
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.6 | $2.7M | +2% | 92k | 29.03 | |
AFLAC Incorporated (AFL) | 0.6 | $2.7M | 37k | 71.94 | ||
Proshares Tr Short Qqq New (PSQ) | 0.6 | $2.7M | +6% | 181k | 14.72 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $2.7M | -5% | 6.9k | 384.18 | |
Lam Research Corporation (LRCX) | 0.5 | $2.5M | 6.1k | 420.31 | ||
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $2.4M | -8% | 22k | 109.53 | |
Oracle Corporation (ORCL) | 0.5 | $2.4M | +36% | 29k | 81.74 | |
Abbvie (ABBV) | 0.5 | $2.3M | +4% | 15k | 161.61 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $2.3M | 13k | 174.36 | ||
Merck & Co (MRK) | 0.5 | $2.2M | -41% | 20k | 110.95 | |
Moody's Corporation (MCO) | 0.5 | $2.2M | 7.9k | 278.62 | ||
Dex (DXCM) | 0.4 | $2.2M | 19k | 113.24 | ||
LKQ Corporation (LKQ) | 0.4 | $2.1M | 40k | 53.41 | ||
Johnson & Johnson (JNJ) | 0.4 | $2.0M | -51% | 12k | 176.65 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.0M | +12% | 23k | 88.73 | |
Advisorshares Tr Ranger Equity Be (HDGE) | 0.4 | $2.0M | +9% | 69k | 28.75 | |
Netflix (NFLX) | 0.4 | $2.0M | +35% | 6.7k | 294.88 | |
Cisco Systems (CSCO) | 0.4 | $2.0M | -10% | 41k | 47.64 | |
Brown & Brown (BRO) | 0.4 | $2.0M | 34k | 56.97 | ||
Lululemon Athletica (LULU) | 0.4 | $1.9M | +38% | 6.1k | 320.38 | |
Caterpillar (CAT) | 0.4 | $1.9M | +2% | 8.1k | 239.56 | |
Wp Carey (WPC) | 0.4 | $1.9M | -21% | 25k | 78.15 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $1.9M | -11% | 13k | 151.66 | |
Electronic Arts (EA) | 0.4 | $1.9M | 15k | 122.18 | ||
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $1.9M | 4.00 | 468711.00 | ||
Union Pacific Corporation (UNP) | 0.4 | $1.8M | +3% | 8.9k | 207.09 | |
Parker-Hannifin Corporation (PH) | 0.4 | $1.8M | 6.1k | 291.00 | ||
Oneok (OKE) | 0.4 | $1.8M | -14% | 27k | 65.70 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.4 | $1.8M | +9% | 35k | 50.13 | |
Fs Kkr Capital Corp (FSK) | 0.4 | $1.7M | -3% | 100k | 17.50 | |
Costco Wholesale Corporation (COST) | 0.4 | $1.7M | 3.7k | 456.49 | ||
Target Corporation (TGT) | 0.4 | $1.7M | +12% | 11k | 149.04 | |
Eli Lilly & Co. (LLY) | 0.3 | $1.7M | +24% | 4.6k | 365.88 | |
Canadian Pacific Railway (CP) | 0.3 | $1.6M | 22k | 74.59 | ||
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.6M | -6% | 7.4k | 214.25 | |
Bank of America Corporation (BAC) | 0.3 | $1.6M | +9% | 48k | 33.12 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.3 | $1.5M | -7% | 6.0k | 256.41 | |
McDonald's Corporation (MCD) | 0.3 | $1.5M | -47% | 5.8k | 263.51 | |
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $1.5M | -3% | 24k | 64.91 | |
Pfizer (PFE) | 0.3 | $1.5M | -19% | 30k | 51.24 | |
Progressive Corporation (PGR) | 0.3 | $1.5M | -43% | 12k | 129.71 | |
Commerce Bancshares (CBSH) | 0.3 | $1.5M | 22k | 68.07 | ||
Zoetis Cl A (ZTS) | 0.3 | $1.4M | +62% | 9.8k | 146.55 | |
Docusign (DOCU) | 0.3 | $1.4M | +47% | 26k | 55.42 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.3 | $1.4M | NEW | 14k | 98.21 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $1.4M | +38% | 4.1k | 331.33 | |
Ares Capital Corporation (ARCC) | 0.3 | $1.4M | -29% | 73k | 18.47 | |
Sherwin-Williams Company (SHW) | 0.3 | $1.3M | -12% | 5.6k | 237.33 | |
Extra Space Storage (EXR) | 0.3 | $1.3M | -16% | 9.0k | 147.18 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.3M | +43% | 14k | 94.64 | |
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $1.3M | +494% | 27k | 49.10 | |
United Parcel Service CL B (UPS) | 0.3 | $1.3M | +23% | 7.4k | 173.85 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $1.3M | +12% | 5.3k | 241.87 | |
At&t (T) | 0.3 | $1.2M | -36% | 68k | 18.41 | |
Tidal Etf Tr Atac Us Rotation (RORO) | 0.3 | $1.2M | 92k | 13.53 | ||
Nextera Energy (NEE) | 0.3 | $1.2M | +35% | 15k | 83.60 | |
Chevron Corporation (CVX) | 0.3 | $1.2M | +18% | 6.9k | 179.48 | |
salesforce (CRM) | 0.3 | $1.2M | -4% | 9.3k | 132.59 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $1.2M | -11% | 9.6k | 125.11 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.2M | -7% | 11k | 108.21 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $1.2M | +41% | 24k | 50.67 | |
Lockheed Martin Corporation (LMT) | 0.2 | $1.2M | -36% | 2.4k | 486.43 | |
Verizon Communications (VZ) | 0.2 | $1.2M | -52% | 30k | 39.40 | |
PPG Industries (PPG) | 0.2 | $1.2M | +309% | 9.3k | 125.74 | |
Invesco Actively Managed Etf Gwt Mlti Asst (PSMG) | 0.2 | $1.2M | +131% | 71k | 16.31 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.1M | -64% | 16k | 72.10 | |
Invesco Currencyshares Japan Japanese Yen (FXY) | 0.2 | $1.1M | 16k | 71.10 | ||
Adobe Systems Incorporated (ADBE) | 0.2 | $1.1M | -12% | 3.3k | 336.53 | |
First Tr Nas100 Eq Weighted SHS (QQEW) | 0.2 | $1.1M | NEW | 13k | 88.78 | |
Alliant Energy Corporation (LNT) | 0.2 | $1.1M | +100% | 20k | 55.21 | |
Boeing Company (BA) | 0.2 | $1.1M | +12% | 5.8k | 190.49 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $1.1M | +15% | 17k | 63.90 | |
Valero Energy Corporation (VLO) | 0.2 | $1.0M | -30% | 8.3k | 126.86 | |
Paychex (PAYX) | 0.2 | $1.0M | +57% | 8.9k | 115.56 | |
First Tr Multi Cap Growth Al Com Shs (FAD) | 0.2 | $1.0M | 11k | 94.82 | ||
Walt Disney Company (DIS) | 0.2 | $1.0M | 12k | 86.88 | ||
Cdw (CDW) | 0.2 | $1.0M | +4% | 5.6k | 178.57 | |
Coca-Cola Company (KO) | 0.2 | $1.0M | 16k | 63.61 | ||
Abbott Laboratories (ABT) | 0.2 | $1.0M | +3% | 9.1k | 109.80 | |
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.2 | $1.0M | 54k | 18.45 | ||
Cbre Group Cl A (CBRE) | 0.2 | $998k | -14% | 13k | 76.96 | |
Westlake Chemical Corporation (WLK) | 0.2 | $981k | -28% | 9.6k | 102.54 | |
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $972k | +33% | 21k | 47.29 | |
Amgen (AMGN) | 0.2 | $972k | +13% | 3.7k | 262.65 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $969k | +315% | 12k | 81.17 | |
4068594 Enphase Energy (ENPH) | 0.2 | $968k | -65% | 3.7k | 264.96 | |
Vanguard World Fds Health Car Etf (VHT) | 0.2 | $968k | NEW | 3.9k | 248.05 | |
Icon SHS (ICLR) | 0.2 | $964k | -8% | 5.0k | 194.25 | |
Axon Enterprise (AXON) | 0.2 | $956k | +55% | 5.8k | 165.93 | |
Honeywell International (HON) | 0.2 | $955k | +7% | 4.5k | 214.27 | |
Starbucks Corporation (SBUX) | 0.2 | $947k | 9.5k | 99.20 | ||
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.2 | $945k | 50k | 19.00 | ||
Emerson Electric (EMR) | 0.2 | $920k | +14% | 9.6k | 96.06 | |
Invesco Actively Managed Etf Total Return (GTO) | 0.2 | $920k | 20k | 46.47 | ||
Qualcomm (QCOM) | 0.2 | $907k | +13% | 8.3k | 109.93 | |
Enterprise Products Partners (EPD) | 0.2 | $903k | +10% | 37k | 24.12 | |
Phillips 66 (PSX) | 0.2 | $902k | -5% | 8.7k | 104.08 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $887k | -3% | 17k | 52.61 | |
Advanced Micro Devices (AMD) | 0.2 | $879k | +7% | 14k | 64.77 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $878k | -9% | 21k | 41.97 | |
Nike CL B (NKE) | 0.2 | $869k | +29% | 7.4k | 117.01 | |
Fair Isaac Corporation (FICO) | 0.2 | $838k | +53% | 1.4k | 598.58 | |
Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.2 | $829k | 17k | 49.23 | ||
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $821k | NEW | 18k | 46.98 | |
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.2 | $816k | -30% | 17k | 49.46 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $801k | +9% | 11k | 75.54 | |
Laboratory Corp Amer Hldgs Com New (LH) | 0.2 | $783k | -15% | 3.3k | 235.48 | |
Ishares Tr Us Hlthcare Etf (IYH) | 0.2 | $781k | -2% | 2.8k | 283.71 | |
CVS Caremark Corporation (CVS) | 0.2 | $756k | 8.1k | 93.19 | ||
Danaher Corporation (DHR) | 0.2 | $748k | +74% | 2.8k | 265.43 | |
Tesla Motors (TSLA) | 0.2 | $731k | -2% | 5.9k | 123.17 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $724k | 16k | 44.81 | ||
Ball Corporation (BALL) | 0.1 | $714k | -22% | 14k | 51.14 | |
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $713k | -84% | 3.3k | 213.11 | |
Intel Corporation (INTC) | 0.1 | $708k | -36% | 27k | 26.43 | |
UnitedHealth (UNH) | 0.1 | $705k | -31% | 1.3k | 530.26 | |
Allstate Corporation (ALL) | 0.1 | $703k | 5.2k | 135.59 | ||
First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $698k | -59% | 9.3k | 74.95 | |
Lowe's Companies (LOW) | 0.1 | $695k | +5% | 3.5k | 199.22 | |
Spdr Ser Tr S&p Ins Etf (KIE) | 0.1 | $692k | -21% | 17k | 40.95 | |
Ethan Allen Interiors (ETD) | 0.1 | $682k | +12% | 26k | 26.42 | |
Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $681k | 19k | 35.65 | ||
Snowflake Cl A (SNOW) | 0.1 | $678k | +33% | 4.7k | 143.54 | |
Duke Energy Corp Com New (DUK) | 0.1 | $674k | 6.5k | 102.99 | ||
Raytheon Technologies Corp (RTX) | 0.1 | $661k | +17% | 6.6k | 100.91 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $659k | 17k | 38.98 | ||
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) | 0.1 | $658k | -23% | 7.6k | 86.07 | |
Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $649k | -24% | 8.3k | 78.41 | |
Solaredge Technologies (SEDG) | 0.1 | $638k | +87% | 2.3k | 283.27 | |
W.W. Grainger (GWW) | 0.1 | $626k | +80% | 1.1k | 556.29 | |
Iqvia Holdings (IQV) | 0.1 | $623k | +76% | 3.0k | 204.89 | |
Arista Networks (ANET) | 0.1 | $622k | +93% | 5.1k | 121.35 | |
Southern Company (SO) | 0.1 | $620k | -42% | 8.7k | 71.41 | |
Consolidated Edison (ED) | 0.1 | $596k | +5% | 6.2k | 95.31 | |
Northrop Grumman Corporation (NOC) | 0.1 | $590k | 1.1k | 545.40 | ||
Akamai Technologies (AKAM) | 0.1 | $588k | -9% | 7.0k | 84.30 | |
BP Sponsored Adr (BP) | 0.1 | $582k | -11% | 17k | 34.93 | |
Us Bancorp Del Com New (USB) | 0.1 | $580k | -12% | 13k | 43.61 | |
Meta Platforms Cl A (META) | 0.1 | $580k | +17% | 4.8k | 120.34 | |
Cadence Design Systems (CDNS) | 0.1 | $575k | +49% | 3.6k | 160.64 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $574k | +17% | 8.0k | 71.84 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $568k | -3% | 2.8k | 203.81 | |
First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $556k | -88% | 9.4k | 59.44 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $550k | -22% | 16k | 34.97 | |
Indexiq Active Etf Tr Iq Ultr Sht Du (ULTR) | 0.1 | $540k | 11k | 47.47 | ||
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $536k | -66% | 22k | 24.28 | |
Palo Alto Networks (PANW) | 0.1 | $534k | +37% | 3.8k | 139.54 | |
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.1 | $534k | 11k | 50.21 | ||
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $532k | -66% | 3.9k | 135.83 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $523k | -18% | 4.2k | 124.45 | |
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $518k | 16k | 33.48 | ||
Owl Rock Capital Corporation (ORCC) | 0.1 | $518k | -7% | 45k | 11.55 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $515k | 9.8k | 52.57 | ||
Cloudflare Cl A Com (NET) | 0.1 | $515k | +58% | 11k | 45.21 | |
Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $493k | -2% | 4.4k | 111.85 | |
Invesco Actively Managed Etf Mdrtly Cnsrtiv (PSMM) | 0.1 | $490k | +60% | 37k | 13.42 | |
Travelers Companies (TRV) | 0.1 | $488k | +18% | 2.6k | 187.49 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $488k | 2.3k | 214.52 | ||
Philip Morris International (PM) | 0.1 | $477k | -45% | 4.7k | 101.20 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $473k | -22% | 3.2k | 145.93 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $469k | -10% | 6.3k | 74.50 | |
Innovator Etfs Tr Us Eqty Ultra B (UOCT) | 0.1 | $461k | -3% | 17k | 27.28 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $458k | +37% | 977.00 | 469.07 | |
Novo-nordisk A S Adr (NVO) | 0.1 | $457k | 3.4k | 135.32 | ||
First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $455k | +6% | 10k | 43.92 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $449k | -81% | 2.4k | 183.53 | |
American Tower Reit (AMT) | 0.1 | $448k | +16% | 2.1k | 211.84 | |
Truist Financial Corp equities (TFC) | 0.1 | $446k | -56% | 10k | 43.03 | |
BlackRock (BLK) | 0.1 | $444k | +15% | 627.00 | 708.35 | |
Becton, Dickinson and (BDX) | 0.1 | $443k | 1.7k | 254.34 | ||
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $440k | -2% | 5.3k | 83.60 | |
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $439k | 8.6k | 51.15 | ||
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $437k | 11k | 39.58 | ||
Select Sector Spdr Tr Financial (XLF) | 0.1 | $437k | -16% | 13k | 34.20 | |
Texas Instruments Incorporated (TXN) | 0.1 | $435k | +26% | 2.6k | 165.20 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $432k | -17% | 4.8k | 89.99 | |
Eaton Corp SHS (ETN) | 0.1 | $431k | 2.7k | 156.91 | ||
Graniteshares Gold Tr Shs Ben Int (BAR) | 0.1 | $431k | -23% | 24k | 18.05 | |
Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 0.1 | $430k | 19k | 22.49 | ||
Cummins (CMI) | 0.1 | $428k | 1.8k | 242.40 | ||
Waste Management (WM) | 0.1 | $426k | +17% | 2.7k | 156.88 | |
Global X Fds Lithium Btry Etf (LIT) | 0.1 | $421k | -13% | 7.2k | 58.61 | |
Atlassian Corporation Cl A (TEAM) | 0.1 | $418k | NEW | 3.2k | 128.68 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $416k | -51% | 4.2k | 99.56 | |
Astrazeneca Sponsored Adr (AZN) | 0.1 | $413k | NEW | 6.1k | 67.80 | |
Entergy Corporation (ETR) | 0.1 | $412k | +45% | 3.7k | 112.50 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $409k | -69% | 7.0k | 58.50 | |
Chipotle Mexican Grill (CMG) | 0.1 | $408k | 294.00 | 1387.49 | ||
T. Rowe Price (TROW) | 0.1 | $406k | -6% | 3.7k | 109.07 | |
Franklin Templeton Etf Tr Franklin Asia (FLAX) | 0.1 | $405k | NEW | 20k | 20.52 | |
American Express Company (AXP) | 0.1 | $403k | +19% | 2.7k | 147.75 | |
Ameren Corporation (AEE) | 0.1 | $399k | +10% | 4.5k | 88.92 | |
Roku Com Cl A (ROKU) | 0.1 | $397k | +18% | 9.8k | 40.70 | |
Global X Fds Global X Silver (SIL) | 0.1 | $396k | 14k | 28.17 | ||
Invesco Exchange Traded Fd T Dynmc Leisure (PEJ) | 0.1 | $394k | -3% | 11k | 36.41 | |
General Mills (GIS) | 0.1 | $394k | 4.7k | 83.86 | ||
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) | 0.1 | $392k | 9.0k | 43.40 | ||
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $392k | -5% | 4.6k | 84.81 | |
Ishares Gold Tr Ishares New (IAU) | 0.1 | $391k | 11k | 34.59 | ||
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $390k | +2% | 5.5k | 70.50 | |
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.1 | $389k | -9% | 11k | 35.63 | |
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $388k | +7% | 2.5k | 155.17 | |
Bristol Myers Squibb (BMY) | 0.1 | $383k | +5% | 5.3k | 71.94 | |
Linde SHS (LIN) | 0.1 | $383k | -2% | 1.2k | 326.07 | |
Morgan Stanley Com New (MS) | 0.1 | $382k | -7% | 4.5k | 85.01 | |
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) | 0.1 | $381k | -7% | 8.1k | 47.06 | |
ConocoPhillips (COP) | 0.1 | $379k | +10% | 3.2k | 117.99 | |
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.1 | $378k | 13k | 30.07 | ||
Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $377k | +5% | 24k | 15.91 | |
Stryker Corporation (SYK) | 0.1 | $377k | NEW | 1.5k | 244.49 | |
Wheaton Precious Metals Corp (WPM) | 0.1 | $372k | +2% | 9.5k | 39.08 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $367k | 21k | 17.47 | ||
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $366k | 3.5k | 105.34 | ||
Freeport-mcmoran CL B (FCX) | 0.1 | $363k | 9.6k | 38.00 | ||
Exelon Corporation (EXC) | 0.1 | $360k | +10% | 8.3k | 43.23 | |
Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $358k | 3.5k | 102.85 | ||
Novartis Sponsored Adr (NVS) | 0.1 | $358k | +11% | 3.9k | 90.73 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $356k | 4.8k | 74.19 | ||
Proshares Tr Eqts For Risin (EQRR) | 0.1 | $353k | 6.9k | 50.74 | ||
Charles Schwab Corporation (SCHW) | 0.1 | $352k | NEW | 4.2k | 83.26 | |
Sprott Com New (SII) | 0.1 | $347k | +2% | 10k | 33.33 | |
International Business Machines (IBM) | 0.1 | $345k | +7% | 2.5k | 140.88 | |
Servicenow (NOW) | 0.1 | $344k | NEW | 887.00 | 388.27 | |
American Electric Power Company (AEP) | 0.1 | $338k | +46% | 3.6k | 94.95 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $334k | +23% | 1.6k | 210.47 | |
C H Robinson Worldwide Com New (CHRW) | 0.1 | $332k | -10% | 3.6k | 91.56 | |
Southwest Airlines (LUV) | 0.1 | $331k | -5% | 9.8k | 33.67 | |
Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $330k | -27% | 5.4k | 60.64 | |
Aon Shs Cl A (AON) | 0.1 | $329k | 1.1k | 300.21 | ||
Prudential Financial (PRU) | 0.1 | $325k | +9% | 3.3k | 99.45 | |
Etf Ser Solutions Defiance Next (FIVG) | 0.1 | $324k | -3% | 11k | 29.87 | |
Main Street Capital Corporation (MAIN) | 0.1 | $322k | +17% | 8.7k | 36.95 | |
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $319k | 5.3k | 60.36 | ||
Shopify Cl A (SHOP) | 0.1 | $319k | +3% | 9.2k | 34.71 | |
First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.1 | $319k | -30% | 3.7k | 87.24 | |
Wisdomtree Tr Em Lcl Debt Fd (ELD) | 0.1 | $316k | 12k | 25.83 | ||
Altria (MO) | 0.1 | $315k | -58% | 6.9k | 45.71 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $315k | -65% | 2.3k | 135.74 | |
General Dynamics Corporation (GD) | 0.1 | $314k | +4% | 1.3k | 248.17 | |
Wisdomtree Tr Currncy Int Eq (DDWM) | 0.1 | $308k | 11k | 29.25 | ||
Gilead Sciences (GILD) | 0.1 | $304k | -7% | 3.5k | 85.86 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $304k | NEW | 4.5k | 67.46 | |
Mccormick & Co Com Non Vtg (MKC) | 0.1 | $302k | NEW | 3.6k | 82.89 | |
Nio Spon Ads (NIO) | 0.1 | $302k | +151% | 31k | 9.75 | |
Zoom Video Communications In Cl A (ZM) | 0.1 | $301k | -37% | 4.4k | 67.74 | |
Ford Motor Company (F) | 0.1 | $300k | +4% | 26k | 11.63 | |
Fastenal Company (FAST) | 0.1 | $296k | 6.3k | 47.32 | ||
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $295k | 3.9k | 75.28 | ||
Public Service Enterprise (PEG) | 0.1 | $292k | NEW | 4.8k | 61.27 | |
Ishares Tr National Mun Etf (MUB) | 0.1 | $291k | 2.8k | 105.52 | ||
Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $290k | +9% | 3.6k | 81.51 | |
Ishares Tr Ishares Biotech (IBB) | 0.1 | $289k | -13% | 2.2k | 131.28 | |
Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY) | 0.1 | $284k | -24% | 15k | 19.21 | |
Illinois Tool Works (ITW) | 0.1 | $283k | NEW | 1.3k | 220.32 | |
Select Sector Spdr Tr Energy (XLE) | 0.1 | $282k | -14% | 3.2k | 87.49 | |
CMS Energy Corporation (CMS) | 0.1 | $281k | NEW | 4.4k | 63.33 | |
Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $279k | -9% | 2.9k | 95.02 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $271k | 2.4k | 113.96 | ||
American Centy Etf Tr Stoxx Us Qlty (QGRO) | 0.1 | $267k | -6% | 4.6k | 57.72 | |
Agnico (AEM) | 0.1 | $267k | NEW | 5.1k | 51.99 | |
Kroger (KR) | 0.1 | $262k | -60% | 5.9k | 44.58 | |
Ameriprise Financial (AMP) | 0.1 | $261k | 837.00 | 311.54 | ||
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $260k | -2% | 586.00 | 443.09 | |
Nuveen Muni Value Fund (NUV) | 0.1 | $258k | -33% | 30k | 8.60 | |
Hershey Company (HSY) | 0.1 | $257k | -8% | 1.1k | 231.47 | |
Colgate-Palmolive Company (CL) | 0.1 | $257k | +8% | 3.3k | 78.78 | |
Ishares Tr U.s. Pharma Etf (IHE) | 0.1 | $256k | 1.4k | 186.13 | ||
Analog Devices (ADI) | 0.1 | $254k | +6% | 1.5k | 164.02 | |
Dcp Midstream Com Ut Ltd Ptn (DCP) | 0.1 | $251k | 6.5k | 38.79 | ||
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $251k | NEW | 6.1k | 40.97 | |
Wec Energy Group (WEC) | 0.1 | $250k | 2.7k | 93.75 | ||
Ishares Tr Select Divid Etf (DVY) | 0.1 | $249k | -54% | 2.1k | 120.62 | |
General Motors Company (GM) | 0.1 | $246k | +17% | 7.3k | 33.64 | |
Hancock John Finl Opptys Sh Ben Int New (BTO) | 0.0 | $240k | NEW | 7.2k | 33.31 | |
Pool Corporation (POOL) | 0.0 | $239k | -29% | 791.00 | 302.33 | |
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $238k | -20% | 8.2k | 29.07 | |
CSX Corporation (CSX) | 0.0 | $234k | NEW | 7.5k | 30.98 | |
Nutrien (NTR) | 0.0 | $233k | +3% | 3.2k | 73.02 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $232k | 1.1k | 220.68 | ||
Ishares Tr Global Energ Etf (IXC) | 0.0 | $232k | -19% | 5.9k | 38.99 | |
Bhp Group Sponsored Ads (BHP) | 0.0 | $229k | NEW | 3.7k | 62.05 | |
AmerisourceBergen (ABC) | 0.0 | $228k | NEW | 1.4k | 165.71 | |
Yeti Hldgs (YETI) | 0.0 | $228k | NEW | 5.5k | 41.31 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $228k | -3% | 2.6k | 88.09 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $227k | NEW | 852.00 | 266.96 | |
Xcel Energy (XEL) | 0.0 | $226k | -30% | 3.2k | 70.11 | |
Kinder Morgan (KMI) | 0.0 | $224k | +8% | 12k | 18.08 | |
Vanguard World Fds Financials Etf (VFH) | 0.0 | $223k | 2.7k | 82.73 | ||
Vanguard World Fds Utilities Etf (VPU) | 0.0 | $219k | NEW | 1.4k | 153.31 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $219k | -26% | 4.2k | 51.72 | |
Te Connectivity SHS (TEL) | 0.0 | $219k | NEW | 1.9k | 114.80 | |
Barrick Gold Corp (GOLD) | 0.0 | $219k | NEW | 13k | 17.18 | |
Constellation Brands Cl A (STZ) | 0.0 | $219k | 943.00 | 231.78 | ||
Bank of New York Mellon Corporation (BK) | 0.0 | $218k | NEW | 4.8k | 45.52 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $217k | NEW | 2.9k | 74.23 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $217k | NEW | 5.6k | 38.89 | |
Align Technology (ALGN) | 0.0 | $217k | NEW | 1.0k | 210.90 | |
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $214k | -56% | 3.1k | 69.62 | |
Marsh & McLennan Companies (MMC) | 0.0 | $214k | NEW | 1.3k | 165.48 | |
Constellation Energy (CEG) | 0.0 | $211k | NEW | 2.5k | 86.23 | |
Automatic Data Processing (ADP) | 0.0 | $211k | NEW | 883.00 | 238.74 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $210k | NEW | 1.3k | 158.83 | |
Uber Technologies (UBER) | 0.0 | $209k | -2% | 8.5k | 24.73 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $209k | NEW | 1.4k | 145.07 | |
Cameco Corporation (CCJ) | 0.0 | $207k | 9.1k | 22.67 | ||
Ishares Silver Tr Ishares (SLV) | 0.0 | $206k | -10% | 9.4k | 22.02 | |
Archer Daniels Midland Company (ADM) | 0.0 | $205k | NEW | 2.2k | 92.85 | |
Norfolk Southern (NSC) | 0.0 | $205k | NEW | 831.00 | 246.41 | |
Unum (UNM) | 0.0 | $204k | NEW | 5.0k | 41.03 | |
General Electric Com New (GE) | 0.0 | $204k | NEW | 2.4k | 83.77 | |
Discover Financial Services (DFS) | 0.0 | $203k | NEW | 2.1k | 97.83 | |
Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $203k | NEW | 9.4k | 21.60 | |
Marathon Petroleum Corp (MPC) | 0.0 | $203k | -25% | 1.7k | 116.39 | |
NetApp (NTAP) | 0.0 | $201k | 3.4k | 60.06 | ||
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.0 | $200k | NEW | 6.6k | 30.19 | |
Highland Income Highland Income (HFRO) | 0.0 | $176k | -2% | 17k | 10.30 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $172k | 15k | 11.18 | ||
Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $171k | 14k | 12.28 | ||
Amplify Etf Tr Blockchain Ldr (BLOK) | 0.0 | $156k | -34% | 10k | 15.12 | |
Sofi Technologies (SOFI) | 0.0 | $155k | +5% | 34k | 4.61 | |
Invesco Municipal Income Opp Trust (OIA) | 0.0 | $125k | NEW | 20k | 6.24 | |
Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.0 | $106k | 14k | 7.76 | ||
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $99k | 13k | 7.55 | ||
iStar Financial (STAR) | 0.0 | $89k | 12k | 7.63 | ||
Invesco High Income 2024 Tar cmn (IHTA) | 0.0 | $89k | 11k | 8.08 | ||
Sirius Xm Holdings (SIRI) | 0.0 | $88k | -3% | 15k | 5.84 | |
Iteris (ITI) | 0.0 | $47k | 15k | 3.11 | ||
Etf Managers Tr Etfmg Altr Hrvst (MJ) | 0.0 | $45k | 11k | 4.26 |
Past Filings by V Wealth Advisors
SEC 13F filings are viewable for V Wealth Advisors going back to 2016
- V Wealth Advisors 2022 Q4 filed Jan. 20, 2023
- V Wealth Advisors 2022 Q3 filed Nov. 4, 2022
- V Wealth Advisors 2022 Q2 filed July 27, 2022
- V Wealth Advisors 2022 Q1 filed May 16, 2022
- V Wealth Advisors 2021 Q4 filed Feb. 17, 2022
- V Wealth Advisors 2021 Q3 restated filed Oct. 21, 2021
- V Wealth Advisors 2021 Q3 filed Oct. 20, 2021
- V Wealth Advisors 2021 Q2 filed July 27, 2021
- V Wealth Advisors 2021 Q1 filed April 20, 2021
- V Wealth Advisors 2020 Q4 filed Jan. 25, 2021
- V Wealth Advisors 2020 Q3 filed Oct. 13, 2020
- V Wealth Advisors 2020 Q2 filed July 29, 2020
- V Wealth Advisors 2020 Q1 filed May 12, 2020
- V Wealth Advisors 2019 Q4 filed Feb. 12, 2020
- V Wealth Advisors 2019 Q3 filed Nov. 14, 2019
- V Wealth Advisors 2019 Q2 filed July 29, 2019