Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
V Wealth Advisors LLC (CIK 1661149) reported $124.8M across 106 reported positions in its SEC 13F filing for 2023-09-30. Largest positions: SPY ($22.1M, 17.68%), AAPL ($9.9M, 7.93%), MSFT ($5.9M, 4.76%), AMZN ($5.6M, 4.52%), NVDA ($5.6M, 4.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $22.1M | 17.68% | 51,613 | Trimmed |
| 2 | AAPL | APPLE INC | $9.9M | 7.93% | 57,848 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $5.9M | 4.76% | 18,799 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $5.6M | 4.52% | 44,390 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $5.6M | 4.47% | 12,819 | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $4.4M | 3.49% | 12,151 | Trimmed |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.2M | 2.55% | 9,074 | Trimmed |
| 8 | AGG | ISHARES TR | $3.1M | 2.46% | 32,660 | Trimmed |
| 9 | WMT | WALMART INC | $3.0M | 2.42% | 18,917 | Trimmed |
| 10 | V | VISA INC | $2.7M | 2.16% | 11,701 | Trimmed |
| 11 | VTI | VANGUARD INDEX FDS | $2.2M | 1.80% | 10,554 | Trimmed |
| 12 | ORCL | ORACLE CORP | $2.0M | 1.58% | 18,567 | Trimmed |
| 13 | VOO | VANGUARD INDEX FDS | $1.9M | 1.50% | 4,760 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO | $1.7M | 1.39% | 11,987 | Trimmed |
| 15 | MA | MASTERCARD INCORPORATED | $1.7M | 1.35% | 4,257 | Trimmed |
| 16 | PG | PROCTER AND GAMBLE CO | $1.7M | 1.34% | 11,474 | Trimmed |
| 17 | HD | HOME DEPOT INC | $1.6M | 1.31% | 5,418 | Trimmed |
| 18 | LULU | LULULEMON ATHLETICA INC | $1.5M | 1.23% | 3,986 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $1.4M | 1.14% | 10,879 | Trimmed |
| 20 | CDNS | CADENCE DESIGN SYSTEM INC | $1.4M | 1.13% | 6,031 | Trimmed |
| 21 | CRM | SALESFORCE INC | $1.3M | 1.07% | 6,580 | Trimmed |
| 22 | PULS | PGIM ETF TR | $1.3M | 1.01% | 25,362 | Trimmed |
| 23 | NFLX | NETFLIX INC | $1.2M | 0.97% | 3,191 | Trimmed |
| 24 | PEP | PEPSICO INC | $1.1M | 0.90% | 6,627 | Trimmed |
| 25 | RORO | TIDAL ETF TR | $1.1M | 0.88% | 72,116 | Trimmed |
Source: SEC Form 13F filings · as of 2023-09-30