Latest V Wealth Advisors LLC Stock Portfolio
$124Million
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 2023-11-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, V Wealth Advisors LLC reported an equity portfolio of $124.8 Millions as of 30 Sep, 2023. <br><br> 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. <br><br> 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).
V Wealth Advisors LLC Equity Portfolio Value
Last Reported on: 15 Nov, 2023
$124Million
as of Nov 15, 2023New 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
$123.62MTotal Value
386Positions
15 Nov, 2023Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AADR Advisorshares TrAdvisorshares TrAADR | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
| 7.93% | 57,848 | $9.90M 7.93% | 71.8%decreased 71.8 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Abbvie Inc Abbvie IncABBV V Wealth Advisors LLC's holding in Abbvie Inc over time | 0.35% | 2,937 | $437.8K 0.35% | 79.8%decreased 79.8 percentreduced | |
 Airbnb Inc Airbnb IncABNB V Wealth Advisors LLC's holding in Airbnb Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Abbott Labs Abbott LabsABT V Wealth Advisors LLC's holding in Abbott Labs over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACIO Etf Ser SolutionsEtf Ser SolutionsACIO | 0.19% | 2,378 | $238.3K 0.19% | 8.19%decreased 8.19 percentreduced | |
ACIO Etf Ser SolutionsEtf Ser SolutionsACIO | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Accenture Plc Ireland V Wealth Advisors LLC's holding in Accenture Plc Ireland over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Aclarion Inc Aclarion IncACON V Wealth Advisors LLC's holding in Aclarion Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACSI Tidal Etf TrTidal Etf TrACSI | 0.88% | 72,116 | $1.10M 0.88% | 14.06%decreased 14.06 percentreduced | |
 ACWF Ishares TrIshares TrACWF | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWV Ishares IncIshares IncACWV | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Adobe Systems Incorporated V Wealth Advisors LLC's holding in Adobe Systems Incorporated over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Analog Devices Inc V Wealth Advisors LLC's holding in Analog Devices Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Automatic Data Processing In V Wealth Advisors LLC's holding in Automatic Data Processing In over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
