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 107 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 17.7 $22M -40% 52k 427.48
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Apple (AAPL) 7.9 $9.9M -71% 58k 171.23
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Microsoft Corporation (MSFT) 4.7 $5.9M -73% 19k 312.11
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Amazon (AMZN) 4.5 $5.6M -62% 44k 127.12
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NVIDIA Corporation (NVDA) 4.5 $5.6M -61% 13k 435.00
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Invesco Qqq Tr Unit Ser 1 (QQQ) 3.5 $4.4M -52% 12k 358.38
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $3.2M -68% 9.1k 350.30
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Ishares Tr Core Us Aggbd Et (AGG) 2.5 $3.1M -12% 33k 94.04
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Wal-Mart Stores (WMT) 2.4 $3.0M -59% 19k 159.93
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Visa Com Cl A (V) 2.2 $2.7M -68% 12k 230.00
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Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $2.2M -46% 11k 212.41
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Oracle Corporation (ORCL) 1.6 $2.0M -35% 19k 105.92
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $1.9M -84% 4.8k 393.26
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JPMorgan Chase & Co. (JPM) 1.4 $1.7M -65% 12k 145.02
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Mastercard Incorporated Cl A (MA) 1.4 $1.7M -54% 4.3k 395.87
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Procter & Gamble Company (PG) 1.3 $1.7M -67% 12k 145.86
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Home Depot (HD) 1.3 $1.6M -76% 5.4k 302.18
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Lululemon Athletica (LULU) 1.2 $1.5M -38% 4.0k 385.61
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Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.4M -76% 11k 130.86
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Cadence Design Systems (CDNS) 1.1 $1.4M -38% 6.0k 234.30
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salesforce (CRM) 1.1 $1.3M -43% 6.6k 202.78
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.0 $1.3M -80% 25k 49.49
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Netflix (NFLX) 1.0 $1.2M -53% 3.2k 377.60
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Pepsi (PEP) 0.9 $1.1M -69% 6.6k 169.43
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Tidal Etf Tr Atac Us Rotation (RORO) 0.9 $1.1M -14% 72k 15.28
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Exxon Mobil Corporation (XOM) 0.8 $984k -73% 8.4k 117.58
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PPG Industries (PPG) 0.7 $875k -21% 6.7k 129.75
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.7 $853k -41% 2.5k 334.95
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Alphabet Cap Stk Cl C (GOOG) 0.7 $827k -74% 6.3k 131.85
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Caterpillar (CAT) 0.7 $820k -67% 3.0k 272.96
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Advanced Micro Devices (AMD) 0.6 $803k -50% 7.8k 102.82
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Deere & Company (DE) 0.6 $788k -71% 2.1k 377.38
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Zoetis Cl A (ZTS) 0.6 $778k -54% 4.5k 173.98
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Ishares Tr Russell 2000 Etf (IWM) 0.6 $719k 4.1k 176.73
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Qualcomm (QCOM) 0.6 $712k -42% 6.4k 111.07
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Merck & Co (MRK) 0.6 $695k -66% 6.8k 102.95
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Eli Lilly & Co. (LLY) 0.5 $654k -58% 1.2k 537.05
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Snowflake Cl A (SNOW) 0.5 $640k -45% 4.2k 152.77
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Axon Enterprise (AXON) 0.5 $627k -43% 3.2k 198.99
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Ishares Tr Msci Eafe Etf (EFA) 0.5 $623k -19% 9.0k 68.92
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Wisdomtree Tr Intl Qulty Div (IQDG) 0.5 $615k -23% 19k 32.02
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Cloudflare Cl A Com (NET) 0.5 $612k -25% 9.7k 63.04
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Walt Disney Company (DIS) 0.5 $605k -29% 7.5k 81.05
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Old Dominion Freight Line (ODFL) 0.5 $604k -87% 1.5k 409.14
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Cisco Systems (CSCO) 0.5 $590k -72% 11k 53.75
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Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $589k -46% 5.7k 103.32
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Phillips 66 (PSX) 0.5 $589k -52% 4.9k 120.15
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.5 $589k -4% 12k 47.94
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Nextera Energy (NEE) 0.4 $532k -63% 9.3k 57.29
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $532k -75% 1.00 531477.00
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ConocoPhillips (COP) 0.4 $527k +3% 4.4k 119.81
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McDonald's Corporation (MCD) 0.4 $522k -68% 2.0k 263.50
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Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $501k +138% 5.8k 86.74
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Crowdstrike Hldgs Cl A (CRWD) 0.4 $499k NEW 3.0k 167.38
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $498k -61% 5.3k 94.32
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Alliant Energy Corporation (LNT) 0.4 $485k -50% 10k 48.45
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Arista Networks (ANET) 0.4 $477k -49% 2.6k 183.93
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Roku Com Cl A (ROKU) 0.4 $468k -57% 6.6k 70.59
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Paychex (PAYX) 0.4 $447k -55% 3.9k 115.33
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Paypal Holdings (PYPL) 0.4 $441k -44% 7.5k 58.46
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Abbvie (ABBV) 0.4 $438k -79% 2.9k 149.06
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Palo Alto Networks (PANW) 0.3 $432k -51% 1.8k 234.44
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Meta Platforms Cl A (META) 0.3 $419k -70% 1.4k 300.21
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Pfizer (PFE) 0.3 $412k -59% 12k 33.17
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Intel Corporation (INTC) 0.3 $407k -57% 11k 35.55
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Chewy Cl A (CHWY) 0.3 $400k NEW 22k 18.26
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $399k -79% 5.3k 75.85
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Pinterest Cl A (PINS) 0.3 $385k -26% 14k 27.03
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Texas Instruments Incorporated (TXN) 0.3 $372k -41% 2.3k 158.99
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Danaher Corporation (DHR) 0.3 $371k -48% 1.5k 248.15
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Fair Isaac Corporation (FICO) 0.3 $369k -54% 425.00 868.53
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Costco Wholesale Corporation (COST) 0.3 $368k -81% 650.00 565.34
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Atlassian Corporation Cl A (TEAM) 0.3 $363k -47% 1.8k 201.51
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.3 $343k NEW 7.5k 45.84
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Bank of America Corporation (BAC) 0.3 $333k -76% 12k 27.38
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Iqvia Holdings (IQV) 0.3 $330k -44% 1.7k 196.75
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $329k -29% 4.8k 68.42
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $327k -66% 4.6k 70.76
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Lowe's Companies (LOW) 0.3 $321k -56% 1.5k 207.75
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Oneok (OKE) 0.3 $320k -80% 5.0k 63.43
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Johnson & Johnson (JNJ) 0.2 $306k -84% 2.0k 155.67
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Boeing Company (BA) 0.2 $300k -49% 1.6k 191.68
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $300k -20% 1.3k 234.86
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Chevron Corporation (CVX) 0.2 $292k -75% 1.7k 168.61
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United Parcel Service CL B (UPS) 0.2 $280k -75% 1.8k 155.75
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BP Sponsored Adr (BP) 0.2 $277k -55% 7.1k 38.72
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Select Sector Spdr Tr Technology (XLK) 0.2 $273k -60% 1.7k 163.93
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Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.2 $263k -10% 15k 17.69
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Allstate Corporation (ALL) 0.2 $259k -55% 2.3k 111.41
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Target Corporation (TGT) 0.2 $259k -77% 2.3k 110.55
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Cummins (CMI) 0.2 $256k -43% 1.1k 228.54
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Canadian Pacific Kansas City (CP) 0.2 $256k -83% 3.4k 74.41
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T. Rowe Price (TROW) 0.2 $244k -45% 2.3k 104.87
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $240k 4.5k 53.52
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Etf Ser Solutions Clearshs Ultra (OPER) 0.2 $238k -8% 2.4k 100.20
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Tesla Motors (TSLA) 0.2 $231k -87% 925.00 250.21
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Agnico (AEM) 0.2 $229k -31% 5.0k 45.45
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $228k -39% 570.00 399.45
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Amgen (AMGN) 0.2 $222k -75% 825.00 268.60
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Piper Jaffray Companies (PIPR) 0.2 $218k NEW 1.5k 145.31
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American Centy Etf Tr Us Quality Grow (QGRO) 0.2 $216k -81% 3.2k 67.40
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $215k -88% 1.4k 151.82
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $214k -32% 4.1k 51.99
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Servicenow (NOW) 0.2 $210k -57% 376.00 558.96
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $206k -61% 1.6k 128.77
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Enterprise Products Partners (EPD) 0.2 $205k -80% 7.5k 27.37
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Owl Rock Capital Corporation (OBDC) 0.1 $181k -72% 13k 13.85
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Past Filings by V Wealth Advisors

SEC 13F filings are viewable for V Wealth Advisors going back to 2016

View all past filings