V2 Financial group as of June 30, 2023
Portfolio Holdings for V2 Financial group
V2 Financial group holds 62 positions in its portfolio as reported in the June 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 (SPY) | 52.6 | $73M | 165k | 443.28 | |
Intel Corporation (INTC) | 4.0 | $5.6M | 169k | 33.44 | |
Boeing Company (BA) | 3.3 | $4.6M | 22k | 211.16 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 3.2 | $4.4M | 53k | 83.35 | |
Walt Disney Company (DIS) | 2.5 | $3.5M | 39k | 89.28 | |
Verizon Communications (VZ) | 2.5 | $3.5M | 94k | 37.19 | |
Leggett & Platt (LEG) | 2.4 | $3.3M | 111k | 29.62 | |
Apple (AAPL) | 2.1 | $2.9M | 15k | 193.97 | |
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 2.1 | $2.9M | 71k | 40.55 | |
Walgreen Boots Alliance (WBA) | 1.9 | $2.7M | 93k | 28.49 | |
At&t (T) | 1.7 | $2.4M | 153k | 15.95 | |
Amazon (AMZN) | 1.4 | $2.0M | 15k | 130.36 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.1 | $1.6M | 12k | 132.73 | |
Abbvie (ABBV) | 1.0 | $1.4M | 11k | 134.73 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.9 | $1.3M | 12k | 102.94 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.8 | $1.1M | 15k | 74.17 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $1.1M | 11k | 97.95 | |
Meta Platforms Cl A (META) | 0.7 | $993k | 3.5k | 286.98 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $900k | 4.5k | 198.89 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.6 | $870k | 15k | 56.46 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $859k | 7.2k | 119.70 | |
Ishares Tr Us Hlthcare Etf (IYH) | 0.6 | $841k | 3.0k | 280.25 | |
Adobe Systems Incorporated (ADBE) | 0.6 | $839k | 1.7k | 488.99 | |
3M Company (MMM) | 0.6 | $830k | 8.3k | 100.09 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $808k | 3.7k | 220.28 | |
Select Sector Spdr Tr Financial (XLF) | 0.6 | $767k | 23k | 33.71 | |
Select Sector Spdr Tr Technology (XLK) | 0.5 | $756k | 4.4k | 173.86 | |
Vanguard World Fds Utilities Etf (VPU) | 0.5 | $754k | 5.3k | 142.17 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $738k | 1.8k | 407.23 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.5 | $735k | 5.1k | 144.26 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.5 | $645k | 3.8k | 169.81 | |
Ishares Tr Dow Jones Us Etf (IYY) | 0.5 | $628k | 5.8k | 108.33 | |
salesforce (CRM) | 0.4 | $589k | 2.8k | 211.26 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.4 | $585k | 3.0k | 194.45 | |
Microsoft Corporation (MSFT) | 0.4 | $579k | 1.7k | 340.54 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $564k | 4.7k | 120.97 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $503k | 6.6k | 75.66 | |
Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $467k | 4.0k | 116.67 | |
Wal-Mart Stores (WMT) | 0.3 | $426k | 2.7k | 157.18 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $424k | 2.3k | 187.30 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.3 | $374k | 4.5k | 82.87 | |
Costco Wholesale Corporation (COST) | 0.3 | $350k | 650.00 | 538.38 | |
Vanguard World Fds Consum Dis Etf (VCR) | 0.2 | $340k | 1.2k | 283.20 | |
Johnson & Johnson (JNJ) | 0.2 | $331k | 2.0k | 165.52 | |
Pfizer (PFE) | 0.2 | $326k | 8.9k | 36.68 | |
Altria (MO) | 0.2 | $304k | 6.7k | 45.30 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $293k | 1.2k | 243.74 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $278k | 3.8k | 73.03 | |
Cisco Systems (CSCO) | 0.2 | $262k | 5.1k | 51.74 | |
UGI Corporation (UGI) | 0.2 | $249k | 9.2k | 26.97 | |
Magellan Midstream Prtnrs Com Unit Rp Lp | 0.2 | $246k | 3.9k | 62.31 | |
Ishares Tr Us Consm Staples (IYK) | 0.2 | $240k | 1.2k | 200.29 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $240k | 650.00 | 369.42 | |
Spdr Ser Tr Comp Software (XSW) | 0.2 | $240k | 1.8k | 133.35 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $236k | 3.6k | 65.44 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $221k | 500.00 | 442.16 | |
Ishares Tr Us Industrials (IYJ) | 0.2 | $212k | 2.0k | 106.04 | |
EXACT Sciences Corporation (EXAS) | 0.2 | $212k | 2.3k | 93.90 | |
Netflix (NFLX) | 0.1 | $206k | 468.00 | 440.49 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $205k | 600.00 | 341.94 | |
Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.1 | $205k | 800.00 | 255.80 | |
Blackberry (BB) | 0.1 | $163k | 30k | 5.53 |