V Wealth Management

Latest statistics and disclosures from V Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by V Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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

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