StockDriftsStockDriftsTop 50 V Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 17.68% | 51.6K | $22.1M | -40.48%(-35.10K) | — | 2023-09-30 | |
| AAPL | APPLE INC | 7.93% | 57.8K | $9.9M | -71.80%(-147.28K) | — | 2023-09-30 | |
| MSFT | MICROSOFT CORP | 4.76% | 18.8K | $5.9M | -73.93%(-53.32K) | — | 2023-09-30 | |
| AMZN | AMAZON COM INC | 4.52% | 44.4K | $5.6M | -62.19%(-73.03K) | — | 2023-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.47% | 12.8K | $5.6M | -61.40%(-20.39K) | — | 2023-09-30 | |
| QQQ | INVESCO QQQ TR | 3.49% | 12.2K | $4.4M | -52.35%(-13.35K) | — | 2023-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 2.55% | 9.1K | $3.2M | -68.39%(-19.64K) | — | 2023-09-30 | |
| AGG | ISHARES TR | 2.46% | 32.7K | $3.1M | -12.09%(-4.49K) | — | 2023-09-30 | |
| WMT | WALMART INC | 2.42% | 18.9K | $3.0M | -59.25%(-27.51K) | — | 2023-09-30 | |
| V | VISA INC | 2.16% | 11.7K | $2.7M | -68.50%(-25.45K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
V Wealth Advisors Llc reports $124.82M in US-listed equity holdings across 137 positions in its most recent 13F filing. Its largest disclosed positions are SPY (17.7%), AAPL (7.9%) and MSFT (4.8%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from V Wealth Advisors Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1661149). View V Wealth Advisors Llc’s 13F filings on SEC