V Wealth Management

V Wealth Advisors as of Sept. 30, 2020

Portfolio Holdings for V Wealth Advisors

V Wealth Advisors holds 171 positions in its portfolio as reported in the September 2020 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) 6.4 $9.3M 28k 334.88
Amazon (AMZN) 5.5 $8.0M 2.5k 3148.72
Apple (AAPL) 4.4 $6.4M 55k 115.81
Microsoft Corporation (MSFT) 3.7 $5.4M 26k 210.31
Ishares Tr Core Us Aggbd Et (AGG) 3.0 $4.3M 37k 118.06
Ark Etf Tr Innovation Etf (ARKK) 2.7 $4.0M 43k 92.01
Wal-Mart Stores (WMT) 2.2 $3.2M 23k 139.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $2.8M 9.9k 277.88
Visa Com Cl A (V) 1.7 $2.4M 12k 200.00
salesforce (CRM) 1.6 $2.3M 9.3k 251.31
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.6 $2.3M 44k 50.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $2.2M 11k 212.96
Zoom Video Communications In Cl A (ZM) 1.5 $2.1M 4.5k 470.14
Crowdstrike Hldgs Cl A (CRWD) 1.5 $2.1M 15k 137.31
Home Depot (HD) 1.3 $1.9M 6.8k 277.68
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.7M 1.2k 1465.31
Netflix (NFLX) 1.2 $1.7M 3.4k 500.00
Procter & Gamble Company (PG) 1.1 $1.6M 12k 138.99
Facebook Cl A (META) 1.1 $1.6M 6.2k 261.90
Docusign (DOCU) 1.1 $1.6M 7.4k 215.22
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $1.6M 6.8k 231.15
NVIDIA Corporation (NVDA) 1.1 $1.6M 2.9k 541.14
Ishares Tr A Rate Cp Bd Etf (QLTA) 1.1 $1.6M 27k 57.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $1.5M 4.9k 307.63
Mastercard Incorporated Cl A (MA) 1.0 $1.5M 4.3k 338.19
Alibaba Group Hldg Sponsored Ads (BABA) 1.0 $1.5M 4.9k 293.89
Ishares Tr Core Div Grwth (DGRO) 0.9 $1.4M 34k 39.78
Lululemon Athletica (LULU) 0.9 $1.3M 4.1k 329.40
Electronic Arts (EA) 0.9 $1.3M 9.7k 130.37
JPMorgan Chase & Co. (JPM) 0.9 $1.2M 13k 96.24
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.9 $1.2M 21k 58.68
Johnson & Johnson (JNJ) 0.8 $1.2M 8.1k 148.88
Oracle Corporation (ORCL) 0.8 $1.1M 19k 59.70
Cisco Systems (CSCO) 0.7 $1.1M 27k 39.37
Zoetis Cl A (ZTS) 0.7 $1.0M 6.3k 165.44
Paypal Holdings (PYPL) 0.6 $907k 4.6k 197.00
Shopify Cl A (SHOP) 0.6 $897k 877.00 1022.80
Merck & Co (MRK) 0.6 $894k 11k 82.95
Pepsi (PEP) 0.6 $816k 5.9k 138.66
Verizon Communications (VZ) 0.6 $813k 14k 59.46
Roku Com Cl A (ROKU) 0.6 $808k 4.3k 188.78
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.6 $806k 37k 21.98
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $791k 5.4k 147.35
Boeing Company (BA) 0.5 $789k 4.8k 165.27
Nike CL B (NKE) 0.5 $786k 6.3k 125.58
Vanguard Index Fds Small Cp Etf (VB) 0.5 $780k 5.1k 153.88
Nextera Energy (NEE) 0.5 $776k 2.8k 277.74
Wisdomtree Tr Blmbg Us Bull (USDU) 0.5 $770k 29k 26.64
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $764k 11k 70.25
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $759k 2.7k 277.62
Ishares Tr Core S&p500 Etf (IVV) 0.5 $748k 2.2k 336.18
Intel Corporation (INTC) 0.5 $746k 14k 51.77
Qualcomm (QCOM) 0.5 $718k 6.1k 117.65
General Mills (GIS) 0.5 $712k 12k 61.65
Cardinal Health (CAH) 0.5 $663k 14k 46.94
Advanced Micro Devices (AMD) 0.5 $661k 8.1k 82.05
Zendesk 0.4 $648k 6.3k 102.97
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.4 $647k 12k 55.01
Disney Walt Com Disney (DIS) 0.4 $642k 5.2k 124.06
Comcast Corp Cl A (CMCSA) 0.4 $641k 14k 46.26
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $631k 13k 50.11
Keysight Technologies (KEYS) 0.4 $623k 6.3k 98.72
Alphabet Cap Stk Cl C (GOOG) 0.4 $622k 423.00 1470.45
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.4 $615k 20k 30.29
Proshares Tr S&p 500 Bd Etf 0.4 $610k 6.6k 92.38
Pfizer (PFE) 0.4 $589k 16k 36.71
Activision Blizzard 0.4 $579k 7.1k 80.99
Abbott Laboratories (ABT) 0.4 $565k 5.2k 108.74
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $565k 7.4k 76.19
Ultra Clean Holdings (UCTT) 0.4 $565k 26k 21.47
McDonald's Corporation (MCD) 0.4 $559k 2.5k 219.56
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $559k 2.6k 214.83
B&G Foods (BGS) 0.4 $546k 20k 27.79
United Parcel Service CL B (UPS) 0.4 $534k 3.2k 166.77
Ishares Tr Ibonds Dec24 Etf 0.4 $527k 20k 26.45
Eli Lilly & Co. (LLY) 0.4 $519k 3.5k 148.07
Alliant Energy Corporation (LNT) 0.4 $517k 10k 51.70
Shake Shack Cl A (SHAK) 0.4 $512k 7.9k 64.44
Globus Med Cl A (GMED) 0.3 $502k 10k 49.56
Coca-Cola Company (KO) 0.3 $488k 9.9k 49.38
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $486k 2.2k 221.31
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.3 $448k 7.9k 56.86
Ishares Tr Intrm Gov Cr Etf (GVI) 0.3 $438k 3.7k 117.71
Bloom Energy Corp Com Cl A (BE) 0.3 $428k 24k 17.98
Waste Management (WM) 0.3 $428k 3.8k 113.14
Danaher Corporation (DHR) 0.3 $423k 2.0k 215.49
Ishares Tr Cmbs Etf (CMBS) 0.3 $417k 7.5k 55.57
Southern Company (SO) 0.3 $414k 7.6k 54.28
Mccormick & Co Com Non Vtg (MKC) 0.3 $409k 2.1k 194.11
AFLAC Incorporated (AFL) 0.3 $407k 11k 36.34
UnitedHealth (UNH) 0.3 $405k 1.3k 311.54
Dropbox Cl A (DBX) 0.3 $404k 21k 19.24
Nu Skin Enterprises Cl A (NUS) 0.3 $402k 8.0k 50.11
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.3 $396k 12k 33.39
Stryker Corporation (SYK) 0.3 $393k 1.9k 208.60
Abbvie (ABBV) 0.3 $390k 4.4k 87.70
Cerner Corporation 0.3 $388k 5.4k 72.23
Pgim Etf Tr Ultra Short (PULS) 0.3 $387k 7.8k 49.94
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.3 $378k 21k 18.13
Target Corporation (TGT) 0.3 $377k 2.4k 157.28
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $371k 2.1k 176.41
Axon Enterprise (AXON) 0.3 $371k 4.1k 90.78
Vanguard World Extended Dur (EDV) 0.3 $370k 2.2k 165.40
Polaris Industries (PII) 0.3 $369k 3.9k 94.37
Healthequity (HQY) 0.3 $367k 7.1k 51.41
At&t (T) 0.3 $363k 13k 28.50
Lockheed Martin Corporation (LMT) 0.2 $361k 943.00 382.82
Uber Technologies (UBER) 0.2 $347k 9.5k 36.43
Atlassian Corp Cl A 0.2 $345k 1.9k 181.58
Ishares Tr Broad Usd High (USHY) 0.2 $344k 8.7k 39.45
Union Pacific Corporation (UNP) 0.2 $341k 1.7k 196.66
Williams Companies (WMB) 0.2 $338k 17k 19.63
Ciena Corp Com New (CIEN) 0.2 $338k 8.5k 39.73
Wingstop (WING) 0.2 $333k 2.4k 136.76
Garmin SHS (GRMN) 0.2 $329k 3.5k 94.81
Solaredge Technologies (SEDG) 0.2 $329k 1.4k 238.41
Intuitive Surgical Com New (ISRG) 0.2 $328k 462.00 709.96
Select Sector Spdr Tr Energy (XLE) 0.2 $328k 11k 29.91
Bank of America Corporation (BAC) 0.2 $328k 14k 24.08
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $320k 1.1k 299.35
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $320k 1.00 320000.00
BlackRock 0.2 $315k 560.00 562.50
S&p Global (SPGI) 0.2 $313k 868.00 360.60
Amdocs SHS (DOX) 0.2 $310k 5.4k 57.41
Paychex (PAYX) 0.2 $309k 3.9k 79.84
Ishares Tr Barclays 7 10 Yr (IEF) 0.2 $309k 2.5k 121.70
Iqvia Holdings (IQV) 0.2 $299k 1.9k 157.37
Amgen (AMGN) 0.2 $297k 1.2k 254.50
Caterpillar (CAT) 0.2 $290k 1.9k 149.33
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $286k 1.7k 170.44
Ishares Esg Awr Msci Em (ESGE) 0.2 $285k 8.0k 35.61
L3harris Technologies (LHX) 0.2 $284k 1.7k 169.86
Xcel Energy (XEL) 0.2 $283k 4.1k 69.02
Winnebago Industries (WGO) 0.2 $282k 5.5k 51.74
Unum (UNM) 0.2 $280k 17k 16.85
Costco Wholesale Corporation (COST) 0.2 $272k 765.00 355.56
Tesla Motors (TSLA) 0.2 $272k 633.00 429.70
Old Dominion Freight Line (ODFL) 0.2 $267k 1.5k 180.89
Thermo Fisher Scientific (TMO) 0.2 $264k 598.00 441.47
Southwest Airlines (LUV) 0.2 $263k 7.0k 37.45
Twitter 0.2 $248k 5.6k 44.52
Public Storage (PSA) 0.2 $247k 1.1k 222.92
Hasbro (HAS) 0.2 $245k 3.0k 82.58
Select Sector Spdr Tr Technology (XLK) 0.2 $243k 2.1k 116.94
Wisdomtree Tr Us Shrt Trm High 0.2 $242k 5.0k 47.94
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.2 $242k 4.5k 53.96
Allstate Corporation (ALL) 0.2 $239k 2.5k 93.98
Valero Energy Corporation (VLO) 0.2 $239k 5.5k 43.34
Ishares Tr Conv Bd Etf (ICVT) 0.2 $232k 2.9k 80.67
Citrix Systems 0.2 $230k 1.7k 137.81
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $230k 4.2k 54.81
Ishares Tr Core Msci Eafe (IEFA) 0.2 $228k 3.8k 60.16
Everbridge, Inc. Cmn (EVBG) 0.2 $224k 1.8k 125.63
Skyworks Solutions (SWKS) 0.2 $224k 1.5k 145.27
Xperi Holding Corp 0.2 $222k 19k 11.47
Chegg (CHGG) 0.2 $221k 3.1k 71.29
Pinterest Cl A (PINS) 0.2 $220k 5.3k 41.51
Becton, Dickinson and (BDX) 0.2 $219k 941.00 232.73
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $214k 3.4k 63.39
American Express Company (AXP) 0.1 $211k 2.1k 100.38
Metropcs Communications (TMUS) 0.1 $210k 1.8k 114.57
Honeywell International (HON) 0.1 $210k 1.3k 164.71
Kimberly-Clark Corporation (KMB) 0.1 $206k 1.4k 147.35
Spdr Gold Tr Gold Shs (GLD) 0.1 $206k 1.2k 177.13
Livent Corp 0.1 $171k 19k 8.99
Simmons 1st Natl Corp Cl A $1 Par (SFNC) 0.1 $161k 10k 15.86
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $130k 22k 5.96
Cleveland-cliffs (CLF) 0.1 $127k 20k 6.40
Curo Group Holdings Corp (CUROQ) 0.1 $89k 13k 7.06
Invesco High Income 2024 Tar cmn (IHTA) 0.1 $83k 11k 7.91
Blackstone Mtg Tr Note 4.375% 5/0 0.0 $29k 30k 0.97