V2 Financial group as of Sept. 30, 2023
Portfolio Holdings for V2 Financial group
V2 Financial group holds 58 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 (SPY) | 47.4 | $63M | 148k | 427.48 | |
Intel Corporation (INTC) | 4.5 | $5.9M | 167k | 35.55 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 4.3 | $5.7M | 64k | 88.69 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 3.4 | $4.5M | 52k | 86.74 | |
Leggett & Platt (LEG) | 3.2 | $4.3M | 170k | 25.41 | |
Walgreen Boots Alliance (WBA) | 2.8 | $3.7M | 167k | 22.24 | |
Boeing Company (BA) | 2.8 | $3.7M | 19k | 191.68 | |
Verizon Communications (VZ) | 2.5 | $3.4M | 104k | 32.41 | |
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 2.5 | $3.4M | 87k | 38.65 | |
Walt Disney Company (DIS) | 2.4 | $3.2M | 39k | 81.05 | |
Apple (AAPL) | 1.9 | $2.5M | 15k | 171.21 | |
At&t (T) | 1.7 | $2.3M | 155k | 15.02 | |
Amazon (AMZN) | 1.5 | $1.9M | 15k | 127.12 | |
Abbvie (ABBV) | 1.2 | $1.6M | 11k | 149.06 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.1 | $1.5M | 12k | 128.74 | |
Meta Platforms Cl A (META) | 0.9 | $1.1M | 3.8k | 300.21 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.8 | $1.0M | 15k | 68.81 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $1.0M | 11k | 94.04 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $940k | 7.2k | 130.86 | |
Adobe Systems Incorporated (ADBE) | 0.7 | $875k | 1.7k | 509.90 | |
Ishares Tr Us Hlthcare Etf (IYH) | 0.6 | $810k | 3.0k | 270.07 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $799k | 4.2k | 189.05 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $765k | 3.6k | 212.41 | |
3M Company (MMM) | 0.6 | $755k | 8.1k | 93.62 | |
Select Sector Spdr Tr Financial (XLF) | 0.6 | $750k | 23k | 33.17 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.6 | $747k | 15k | 48.50 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $720k | 1.8k | 392.80 | |
Select Sector Spdr Tr Technology (XLK) | 0.5 | $713k | 4.4k | 163.93 | |
Vanguard World Fds Utilities Etf (VPU) | 0.5 | $676k | 5.3k | 127.54 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $614k | 4.7k | 131.85 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.5 | $612k | 3.8k | 160.98 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.5 | $610k | 4.4k | 139.71 | |
salesforce (CRM) | 0.5 | $606k | 3.0k | 202.78 | |
Ishares Tr Dow Jones Us Etf (IYY) | 0.5 | $606k | 5.8k | 104.48 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.4 | $550k | 3.0k | 182.67 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $494k | 6.6k | 75.15 | |
Microsoft Corporation (MSFT) | 0.4 | $474k | 1.5k | 315.75 | |
Altria (MO) | 0.3 | $450k | 11k | 42.05 | |
Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $424k | 4.0k | 105.97 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $399k | 2.3k | 176.76 | |
Pfizer (PFE) | 0.3 | $391k | 12k | 33.17 | |
Costco Wholesale Corporation (COST) | 0.3 | $367k | 650.00 | 564.96 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.3 | $355k | 4.5k | 78.54 | |
Vanguard World Fds Consum Dis Etf (VCR) | 0.2 | $323k | 1.2k | 269.37 | |
Johnson & Johnson (JNJ) | 0.2 | $312k | 2.0k | 155.75 | |
UGI Corporation (UGI) | 0.2 | $300k | 13k | 23.00 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $282k | 1.2k | 234.91 | |
Wal-Mart Stores (WMT) | 0.2 | $274k | 1.7k | 159.94 | |
Cisco Systems (CSCO) | 0.2 | $272k | 5.1k | 53.76 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $263k | 3.8k | 69.25 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $233k | 650.00 | 358.27 | |
Spdr Ser Tr Comp Software (XSW) | 0.2 | $228k | 1.8k | 126.88 | |
Ishares Tr Us Consm Staples (IYK) | 0.2 | $224k | 1.2k | 186.51 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $212k | 3.6k | 58.93 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $208k | 500.00 | 414.90 | |
UnitedHealth (UNH) | 0.2 | $203k | 403.00 | 504.19 | |
Ishares Tr Us Industrials (IYJ) | 0.2 | $202k | 2.0k | 100.89 | |
Blackberry (BB) | 0.1 | $139k | 30k | 4.71 |