HoldingsChannel.com
| Entity | Amount | Change
06/30/2020 to 09/30/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
27,768 | -25,864 | $9,299 |
| SPY | 27,768 | -25,864 | $9,299 |
| AMAZON COM INC |
2,535 | -2,701 | $7,982 |
| AMZN | 2,535 | -2,701 | $7,982 |
| APPLE INC |
55,412 | +622 | $6,417 |
| AAPL | 55,412 | +622 | $6,417 |
| MICROSOFT CORP |
25,672 | -46,383 | $5,399 |
| MSFT | 25,672 | -46,383 | $5,399 |
| ISHARES TR (AGG) |
36,668 | -13,837 | $4,329 |
| AGG | 36,668 | -13,837 | $4,329 |
| ARK ETF TR (ARKK) |
43,049 | -11,131 | $3,961 |
| ARKK | 43,049 | -11,131 | $3,961 |
| WALMART INC |
23,035 | -5,979 | $3,223 |
| WMT | 23,035 | -5,979 | $3,223 |
| INVESCO QQQ TR |
9,936 | -56,136 | $2,761 |
| QQQ | 9,936 | -56,136 | $2,761 |
 BERKSHIRE HATHAWAY INC DEL |
$2,564 | ||
| BRK.B | 10,537 | -12,037 | $2,244 |
| BRK.A | 1 | -2 | $320 |
| VISA INC |
12,115 | -20,316 | $2,423 |
| V | 12,115 | -20,316 | $2,423 |
| SALESFORCE COM INC |
9,331 | -1,624 | $2,345 |
| CRM | 9,331 | -1,624 | $2,345 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
44,438 | -41,847 | $2,257 |
| JPST | 44,438 | -41,847 | $2,257 |
| ZOOM VIDEO COMMUNICATIONS IN |
4,505 | -778 | $2,118 |
| ZM | 4,505 | -778 | $2,118 |
| CROWDSTRIKE HLDGS INC |
15,367 | -276 | $2,110 |
| CRWD | 15,367 | -276 | $2,110 |
| HOME DEPOT INC |
6,792 | -14,057 | $1,886 |
| HD | 6,792 | -14,057 | $1,886 |
| ALPHABET INC |
1,182 | -2,148 | $1,732 |
| GOOGL | 1,182 | -2,148 | $1,732 |
| NETFLIX INC |
3,430 | -1,374 | $1,715 |
| NFLX | 3,430 | -1,374 | $1,715 |
| PROCTER AND GAMBLE CO |
11,735 | -10,044 | $1,631 |
| PG | 11,735 | -10,044 | $1,631 |
| FACEBOOK INC |
6,155 | -2,422 | $1,612 |
| FB | 6,155 | -2,422 | $1,612 |
| DOCUSIGN INC |
7,425 | -3,888 | $1,598 |
| DOCU | 7,425 | -3,888 | $1,598 |
| ISHARES TR (IVW) |
6,831 | -1,361 | $1,579 |
| IVW | 6,831 | -1,361 | $1,579 |
| NVIDIA CORPORATION |
2,905 | -3,419 | $1,572 |
| NVDA | 2,905 | -3,419 | $1,572 |
| ISHARES TR (QLTA) |
26,949 | +11,398 | $1,558 |
| QLTA | 26,949 | +11,398 | $1,558 |
| VANGUARD INDEX FDS (VOO) |
4,941 | -25,774 | $1,520 |
| VOO | 4,941 | -25,774 | $1,520 |
| MASTERCARD INCORPORATED |
4,326 | -1,751 | $1,463 |
| MA | 4,326 | -1,751 | $1,463 |
| ALIBABA GROUP HLDG LTD |
4,944 | -985 | $1,453 |
| BABA | 4,944 | -985 | $1,453 |
| ISHARES TR (DGRO) |
34,341 | -4,047 | $1,366 |
| DGRO | 34,341 | -4,047 | $1,366 |
| LULULEMON ATHLETICA INC |
4,068 | +2,351 | $1,340 |
| LULU | 4,068 | +2,351 | $1,340 |
| ELECTRONIC ARTS INC |
9,711 | -9,295 | $1,266 |
| EA | 9,711 | -9,295 | $1,266 |
| JPMORGAN CHASE & CO |
12,895 | -19,570 | $1,241 |
| JPM | 12,895 | -19,570 | $1,241 |
| SCHWAB STRATEGIC TR |
21,028 | UNCH | $1,234 |
| SCHR | 21,028 | UNCH | $1,234 |
| JOHNSON & JOHNSON |
8,134 | -9,710 | $1,211 |
| JNJ | 8,134 | -9,710 | $1,211 |
| ORACLE CORP |
19,195 | -20,016 | $1,146 |
| ORCL | 19,195 | -20,016 | $1,146 |
| CISCO SYS INC |
26,820 | -43,623 | $1,056 |
| CSCO | 26,820 | -43,623 | $1,056 |
| ZOETIS INC |
6,250 | -1,800 | $1,034 |
| ZTS | 6,250 | -1,800 | $1,034 |
| PAYPAL HLDGS INC |
4,604 | -2,177 | $907 |
| PYPL | 4,604 | -2,177 | $907 |
| SHOPIFY INC |
877 | -17 | $897 |
| SHOP | 877 | -17 | $897 |
| MERCK & CO. INC |
10,777 | -8,769 | $894 |
| MRK | 10,777 | -8,769 | $894 |
| PEPSICO INC |
5,885 | -14,726 | $816 |
| PEP | 5,885 | -14,726 | $816 |
| VERIZON COMMUNICATIONS INC |
13,672 | -24,261 | $813 |
| VZ | 13,672 | -24,261 | $813 |
| ROKU INC |
4,280 | -2,065 | $808 |
| ROKU | 4,280 | -2,065 | $808 |
| INVESCO EXCH TRD SLF IDX FD |
36,678 | -6,050 | $806 |
| BSCR | 36,678 | -6,050 | $806 |
| ISHARES TR (MTUM) |
5,368 | -18,204 | $791 |
| MTUM | 5,368 | -18,204 | $791 |
| BOEING CO |
4,774 | -2,631 | $789 |
| BA | 4,774 | -2,631 | $789 |
| NIKE INC |
6,259 | -1,579 | $786 |
| NKE | 6,259 | -1,579 | $786 |
| VANGUARD INDEX FDS (VB) |
5,069 | -1,565 | $780 |
| VB | 5,069 | -1,565 | $780 |
| NEXTERA ENERGY INC |
2,794 | -1,389 | $776 |
| NEE | 2,794 | -1,389 | $776 |
| WISDOMTREE TR |
28,899 | +28,899 | $770 |
| USDU | 28,899 | +28,899 | $770 |
| ISHARES TR (IJR) |
10,875 | -8,200 | $764 |
| IJR | 10,875 | -8,200 | $764 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
2,734 | -466 | $759 |
| DIA | 2,734 | -466 | $759 |
See Full List: All Stocks Held By V Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By V Wealth Advisors LLC
|
Size ($ in 1000's)
At 09/30/2020: $144,470 At 06/30/2020: $385,161 V Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from V Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |
