Latest V Wealth Advisors LLC Stock Portfolio
About V Wealth Advisors LLC and 13F Hedge Fund Stock Holdings
V Wealth Advisors LLC is a hedge fund based in OVERLAND PARK, KS. On 11-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.5 Billions. In it's latest 13F Holdings report, V Wealth Advisors LLC reported an equity portfolio of $124.8 Millions as of 30 Sep, 2023.
The top stock holdings of V Wealth Advisors LLC are SPY, AAPL, MSFT. The fund has invested 16.7% of it's portfolio in SPDR S&P 500 ETF TR and 7.9% of portfolio in APPLE INC.
The fund managers got completely rid off AMERICAN CENTY ETF TR (AEMB), INVESCO EXCHANGE TRADED FD T (CSD) and SPDR SER TR (BIL) stocks. They significantly reduced their stock positions in ISHARES TR (AGG), OLD DOMINION FREIGHT LINE IN (ODFL) and TESLA INC (TSLA). V Wealth Advisors LLC opened new stock positions in CROWDSTRIKE HLDGS INC (CRWD), CHEWY INC (CHWY) and INVESCO EXCH TRD SLF IDX FD (BSAE). The fund showed a lot of confidence in some stocks as they added substantially to ALIBABA GROUP HLDG LTD and CONOCOPHILLIPS (COP).
The top stock holdings of V Wealth Advisors LLC are SPY, AAPL, MSFT. The fund has invested 16.7% of it's portfolio in SPDR S&P 500 ETF TR and 7.9% of portfolio in APPLE INC.
The fund managers got completely rid off AMERICAN CENTY ETF TR (AEMB), INVESCO EXCHANGE TRADED FD T (CSD) and SPDR SER TR (BIL) stocks. They significantly reduced their stock positions in ISHARES TR (AGG), OLD DOMINION FREIGHT LINE IN (ODFL) and TESLA INC (TSLA). V Wealth Advisors LLC opened new stock positions in CROWDSTRIKE HLDGS INC (CRWD), CHEWY INC (CHWY) and INVESCO EXCH TRD SLF IDX FD (BSAE). The fund showed a lot of confidence in some stocks as they added substantially to ALIBABA GROUP HLDG LTD and CONOCOPHILLIPS (COP).
New Buys
| Ticker | $ Bought |
|---|---|
| crowdstrike hldgs inc | 498,960 |
| chewy inc | 400,022 |
| invesco exch trd slf idx fd | 342,616 |
| piper sandler companies | 217,965 |
New stocks bought by V Wealth Advisors LLC
Additions
| Ticker | % Inc. |
|---|---|
| alibaba group hldg ltd | 138 |
| conocophillips | 3.41 |
Additions to existing portfolio by V Wealth Advisors LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -88.28 |
| old dominion freight line in | -87.98 |
| tesla inc | -87.04 |
| johnson & johnson | -84.7 |
| vanguard index fds | -84.62 |
| canadian pacific kansas city | -83.2 |
| american centy etf tr | -81.95 |
| costco whsl corp new | -81.88 |
V Wealth Advisors LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr ser tr | -9,145,330 |
| american centy etf tr | -19,104,000 |
| american centy etf tr | -11,228,200 |
| proshares tr | -1,850,730 |
| wisdomtree tr | -7,309,630 |
| pacer fds tr | -4,350,790 |
| fs kkr cap corp | -1,904,760 |
| spdr ser tr | -2,809,600 |
V Wealth Advisors LLC got rid off the above stocks
V Wealth Advisors LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of V Wealth Advisors LLC
Last Reported on: 15 Nov, 2023| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AADR | advisorshares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAPL | apple inc | 7.93 | 57,848 | 9,904,180 | reduced | -71.8 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.35 | 2,937 | 437,793 | reduced | -79.8 | ||
| ABNB | airbnb inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABT | abbott labs | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACIO | etf ser solutions | 0.19 | 2,378 | 238,287 | reduced | -8.19 | ||
| ACIO | etf ser solutions | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACON | aclarion inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACSI | tidal etf tr | 0.88 | 72,116 | 1,102,110 | reduced | -14.06 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWV | ishares inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe systems incorporated | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADI | analog devices inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADP | automatic data processing in | 0.00 | 0.00 | 0.00 | sold off | -100 | ||