HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
59,456 | +11,388 | $15,119 |
| AAPL | 59,456 | +11,388 | $15,119 |
| PACER FDS TR |
513,061 | +185,622 | $13,857 |
| PTLC | 513,061 | +185,622 | $13,857 |
| SPDR S&P 500 ETF TR (SPY) |
47,936 | +1,962 | $12,355 |
| SPY | 47,936 | -38 | $12,355 |
| MICROSOFT CORP |
65,889 | +19,713 | $10,392 |
| MSFT | 65,889 | +19,713 | $10,392 |
| AMAZON COM INC |
4,770 | +2,116 | $9,300 |
| AMZN | 4,770 | +2,116 | $9,300 |
| INVESCO QQQ TR |
47,589 | +23,962 | $9,061 |
| QQQ | 47,589 | +23,962 | $9,061 |
| VANGUARD INDEX FDS (VOO) |
37,744 | +3,620 | $8,938 |
| VOO | 37,744 | +3,620 | $8,938 |
| ISHARES GOLD TRUST (IAU) |
366,664 | +142,047 | $5,526 |
| IAU | 366,664 | +142,047 | $5,526 |
| VISA INC |
32,932 | +12,860 | $5,306 |
| V | 32,932 | +12,860 | $5,306 |
 BERKSHIRE HATHAWAY INC DEL |
$5,112 | ||
| BRK.B | 23,498 | +11,197 | $4,296 |
| BRK.A | 3 | +1 | $816 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
89,923 | +23,846 | $4,466 |
| JPST | 89,923 | +23,846 | $4,466 |
| ISHARES TR (AGG) |
38,400 | +16,502 | $4,430 |
| AGG | 38,400 | +16,502 | $4,430 |
| WALMART INC |
38,622 | +29,163 | $4,388 |
| WMT | 38,622 | +29,163 | $4,388 |
| ISHARES TR (USMV) |
81,133 | -23,852 | $4,382 |
| USMV | 81,133 | -23,852 | $4,382 |
| VANGUARD INDEX FDS (VTI) |
33,221 | -4,045 | $4,282 |
| VTI | 33,221 | -4,045 | $4,282 |
| JPMORGAN CHASE & CO |
44,607 | +12,315 | $4,016 |
| JPM | 44,607 | +12,315 | $4,016 |
| HOME DEPOT INC |
20,372 | +5,447 | $3,804 |
| HD | 20,372 | +5,447 | $3,804 |
| ALPHABET INC |
2,809 | +922 | $3,264 |
| GOOGL | 2,809 | +922 | $3,264 |
| PROCTER & GAMBLE CO |
29,346 | +14,877 | $3,228 |
| PG | 29,346 | +14,877 | $3,228 |
| PEPSICO INC |
20,698 | +5,611 | $2,486 |
| PEP | 20,698 | +5,611 | $2,486 |
| CATERPILLAR INC DEL |
20,413 | +12,681 | $2,368 |
| CAT | 20,413 | +10,481 | $2,368 |
| LAM RESEARCH CORP |
9,790 | -549 | $2,349 |
| LRCX | 9,790 | -549 | $2,349 |
| AT&T INC |
80,123 | +25,700 | $2,336 |
| T | 80,123 | +25,700 | $2,336 |
| CISCO SYS INC |
59,240 | +15,291 | $2,328 |
| CSCO | 59,240 | +15,291 | $2,328 |
| JOHNSON & JOHNSON |
16,437 | +6,053 | $2,155 |
| JNJ | 16,437 | +6,053 | $2,155 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
20,616 | +682 | $2,131 |
| VIG | 20,616 | +682 | $2,131 |
| VANECK VECTORS ETF TR (MOAT) |
42,897 | +18,910 | $1,876 |
| MOAT | 42,897 | +18,910 | $1,876 |
| PROGRESSIVE CORP OHIO |
25,220 | +131 | $1,862 |
| PGR | 25,220 | +131 | $1,862 |
| NVIDIA CORP |
7,031 | +4,649 | $1,854 |
| NVDA | 7,031 | +4,649 | $1,854 |
| COMCAST CORP NEW |
53,816 | +4,583 | $1,850 |
| CMCSA | 53,816 | +4,583 | $1,850 |
| DISNEY WALT CO |
18,745 | +8,161 | $1,810 |
| DIS | 18,745 | +8,161 | $1,810 |
| ZEBRA TECHNOLOGIES CORP |
9,708 | -1,120 | $1,782 |
| ZBRA | 9,708 | -1,120 | $1,782 |
| THERMO FISHER SCIENTIFIC INC |
6,275 | +806 | $1,779 |
| TMO | 6,275 | +806 | $1,779 |
| NETFLIX INC |
4,626 | +3,117 | $1,737 |
| NFLX | 4,626 | +3,117 | $1,737 |
| INVESCO EXCHANGE TRADED FD T (RHS) |
14,020 | -829 | $1,734 |
| RHS | 14,020 | -829 | $1,734 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
29,182 | +1,588 | $1,723 |
| FTSM | 29,182 | +1,588 | $1,723 |
| FISERV INC |
18,122 | -98 | $1,722 |
| FISV | 18,122 | -98 | $1,722 |
| SOUTHWEST AIRLS CO |
47,269 | +5,041 | $1,683 |
| LUV | 47,269 | +5,041 | $1,683 |
| VERIZON COMMUNICATIONS INC |
31,076 | +5,397 | $1,669 |
| VZ | 31,076 | +5,397 | $1,669 |
| XCEL ENERGY INC |
27,533 | +27,533 | $1,660 |
| XEL | 27,533 | +27,533 | $1,660 |
| SALESFORCE COM INC |
11,315 | +9,631 | $1,630 |
| CRM | 11,315 | +9,631 | $1,630 |
| MOODYS CORP |
7,636 | +122 | $1,615 |
| MCO | 7,636 | +122 | $1,615 |
| CERNER CORP |
24,619 | +6,680 | $1,551 |
| CERN | 24,619 | +3,780 | $1,551 |
| EXXON MOBIL CORP |
40,244 | +11,438 | $1,528 |
| XOM | 40,244 | +11,438 | $1,528 |
| VANGUARD BD INDEX FDS (BND) |
17,396 | -293 | $1,485 |
| BND | 17,396 | -293 | $1,485 |
| STRYKER CORP |
8,859 | +660 | $1,475 |
| SYK | 8,859 | +660 | $1,475 |
| ISHARES TR (IWF) |
9,585 | -369 | $1,444 |
| IWF | 9,585 | -369 | $1,444 |
| MASTERCARD INC |
5,955 | +4,608 | $1,438 |
| MA | 5,955 | +3,508 | $1,438 |
| UNION PAC CORP |
10,145 | +360 | $1,431 |
| UNP | 10,145 | +360 | $1,431 |
| ORACLE CORP |
29,121 | +29,121 | $1,407 |
| ORCL | 29,121 | +29,121 | $1,407 |
See Full List: All Stocks Held By V Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By V Wealth Advisors LLC
|
Size ($ in 1000's)
At 03/31/2020: $319,632 At 12/31/2019: $279,776 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 |
