VW

V Wealth Advisors LLC

13F
V Wealth Advisors LLC
Last update 2023-11-22 109 Stocks (4 new)
Value $125.00 Mil Turnover 1 %
Countries:
Top Holdings: SPY(16.72%)AAPL(7.93%)MSFT(4.76%)AMZN(4.52%)NVDA(4.47%)
Portfolio Report
Summary Stock Picks Current Portfolio
V Wealth Advisors LLC Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
48,813
20866.550
-41.69%
16.720
-2.58%
0.010
+7.49%
+22.58%
603510.458
 
AAPL 		Apple Inc
57,848
9904.180
-71.80%
7.930
-4.76%
0.000
+6.07%
+20.86%
3517475.573
Hardware
MSFT 		Microsoft Corp
18,799
5935.510
-73.93%
4.760
-3.02%
0.000
+3.71%
+17.07%
3246320.995
Software
AMZN 		Amazon.com Inc
44,390
5642.860
-62.19%
4.520
-1.59%
0.000
+6.64%
+27.54%
2030682.281
Retail - Cyclical
NVDA 		NVIDIA Corp
128,190
5576.250
-61.40%
4.470
-1.44%
0.000
+34.51%
+181.78%
3414740.351
Semiconductors
QQQ 		INVESCO QQQ Trust
12,151
4353.270
-52.35%
3.490
-0.82%
0.000
+9.32%
+22.14%
301161.845
 
BRK.B 		Berkshire Hathaway Inc
9,074
3178.630
-68.39%
2.550
-1.11%
0.000
+3.40%
+27.93%
984440.317
Insurance
AGG 		iShares Core U.S. Aggregate Bond ETF
32,660
3071.360
-12.09%
2.460
-0.07%
0.000
+0.16%
-0.52%
117891.587
 
WMT 		Walmart Inc
56,751
3025.380
-59.25%
2.420
-0.72%
0.000
+18.14%
+56.62%
656966.269
Retail - Defensive
V 		Visa Inc
11,701
2691.280
-68.50%
2.160
-1.01%
0.000
+11.18%
+12.77%
567593.676
Credit Services

V Wealth Advisors LLC's Historical Top Holdings Breakdowns

V Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2023-09-30Reduce
-4.76%
●
170.43 ($183.38) 196.45
$231.35
26.16%
Reduce -71.8%
57,848
-147,276
AVUS 		Avantis U.S. Equity ETF2023-09-30Sold Out
-3.18%
●
72.72 ($75.96) 78.49
$96.49
27.03%
Sold Out
0
-254,076
MSFT 		Microsoft Corp2023-09-30Reduce
-3.02%
●
312.14 ($330.44) 359.49
$436.66
32.15%
Reduce -73.93%
18,799
-53,324
SPY 		S&P 500 ETF TRUST ETF2023-09-30Reduce
-2.58%
●
425.88 ($444.77) 457.79
$582.24
30.91%
Reduce -41.69%
48,813
-34,899
RSP 		Invesco S&P 500 Equal Weight ETF2023-09-30Sold Out
-1.87%
●
141.04 ($149.38) 155
$178.82
19.71%
Sold Out
0
-75,092
AVDE 		Avantis International Equity ETF2023-09-30Sold Out
-1.87%
●
55.54 ($57.47) 59.61
$64.27
11.83%
Sold Out
0
-195,614
VOO 		Vanguard S&P 500 ETF2023-09-30Reduce
-1.78%
●
392.7 ($408.89) 420.68
$535.21
30.89%
Reduce -84.62%
4,760
-26,189
AMZN 		Amazon.com Inc2023-09-30Reduce
-1.59%
●
125.98 ($134) 144.85
$193.48
44.39%
Reduce -62.19%
44,390
-73,027
FLRN 		SPDR Bloomberg Investment Grade Floating Rate ETF2023-09-30Sold Out
-1.52%
●
30.51 ($30.64) 30.73
$30.84
0.65%
Sold Out
0
-297,991
NVDA 		NVIDIA Corp2023-09-30Reduce
-1.44%
●
40.86 ($44.8) 49.36
$139.21
210.73%
Reduce -61.4%
128,190
-20,395

V Wealth Advisors LLC Total Holding History ($B)

To

V Wealth Advisors LLC's Asset Allocation

To

V Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

V Wealth Advisors LLC's Hypothetical Growth since 2023-09-30

V Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

V Wealth Advisors LLC's Holdings Heat Map

Size field:

V Wealth Advisors LLC's Holdings Bubble Chart

V Wealth Advisors LLC News

  • 1

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