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V Wealth Advisors Llc

Portfolio Manager
V Wealth Advisors Llc
Performance
0% (N/A)
AUM (13F)
$124.82M
# of Holdings
137
Performance Rank
N/A
Allocation (Top 20)
N/A

V Wealth Advisors Llc Holdings Map

Top 50 V Wealth Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
SPDR S&P 500 ETF TR
17.68%51.6K$22.1M
-40.48%(-35.10K)
2022-Q3: 59.8K shares2022-Q4: 76.3K shares2023-Q1: 80.5K shares2023-Q2: 86.7K shares2023-Q3: 51.6K shares2023-09-30
AAPL
APPLE INC
7.93%57.8K$9.9M
-71.80%(-147.28K)
2022-Q3: 188.4K shares2022-Q4: 203.5K shares2023-Q1: 206.0K shares2023-Q2: 205.1K shares2023-Q3: 57.8K shares2023-09-30
MSFT
MICROSOFT CORP
4.76%18.8K$5.9M
-73.93%(-53.32K)
2022-Q3: 72.3K shares2022-Q4: 70.4K shares2023-Q1: 71.6K shares2023-Q2: 72.1K shares2023-Q3: 18.8K shares2023-09-30
AMZN
AMAZON COM INC
4.52%44.4K$5.6M
-62.19%(-73.03K)
2022-Q3: 116.6K shares2022-Q4: 117.9K shares2023-Q1: 116.2K shares2023-Q2: 117.4K shares2023-Q3: 44.4K shares2023-09-30
NVDA
NVIDIA CORPORATION
4.47%12.8K$5.6M
-61.40%(-20.39K)
2022-Q3: 25.1K shares2022-Q4: 32.9K shares2023-Q1: 33.9K shares2023-Q2: 33.2K shares2023-Q3: 12.8K shares2023-09-30
QQQ
INVESCO QQQ TR
3.49%12.2K$4.4M
-52.35%(-13.35K)
2022-Q3: 83.4K shares2022-Q4: 49.0K shares2023-Q1: 37.7K shares2023-Q2: 25.5K shares2023-Q3: 12.2K shares2023-09-30
BRKB
BERKSHIRE HATHAWAY INC DEL
2.55%9.1K$3.2M
-68.39%(-19.64K)
2022-Q3: 24.8K shares2022-Q4: 25.6K shares2023-Q1: 26.1K shares2023-Q2: 28.7K shares2023-Q3: 9.1K shares2023-09-30
AGG
ISHARES TR
2.46%32.7K$3.1M
-12.09%(-4.49K)
2022-Q3: 45.8K shares2022-Q4: 33.2K shares2023-Q1: 39.8K shares2023-Q2: 37.2K shares2023-Q3: 32.7K shares2023-09-30
WMT
WALMART INC
2.42%18.9K$3.0M
-59.25%(-27.51K)
2022-Q3: 31.0K shares2022-Q4: 45.5K shares2023-Q1: 45.6K shares2023-Q2: 46.4K shares2023-Q3: 18.9K shares2023-09-30
V
VISA INC
2.16%11.7K$2.7M
-68.50%(-25.45K)
2022-Q3: 33.0K shares2022-Q4: 36.2K shares2023-Q1: 37.2K shares2023-Q2: 37.1K shares2023-Q3: 11.7K shares2023-09-30

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