HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
47,974 | +1,307 | $14,237 |
| SPY | 47,974 | +1,307 | $14,237 |
| APPLE INC |
48,068 | +6,105 | $10,766 |
| AAPL | 48,068 | +6,105 | $10,766 |
| PACER FDS TR |
327,439 | +23,253 | $10,173 |
| PTLC | 327,439 | +23,253 | $10,173 |
| VANGUARD INDEX FDS (VOO) |
34,124 | +7,497 | $9,302 |
| VOO | 34,124 | +7,497 | $9,302 |
| ISHARES TR (USMV) |
104,985 | +6,759 | $6,730 |
| USMV | 104,985 | +6,759 | $6,730 |
| MICROSOFT CORP |
46,176 | +1,497 | $6,420 |
| MSFT | 46,176 | +1,497 | $6,420 |
| VANGUARD INDEX FDS (VTI) |
37,266 | +1,994 | $5,627 |
| VTI | 37,266 | +1,994 | $5,627 |
| AMAZON COM INC |
2,654 | +77 | $4,607 |
| AMZN | 2,654 | +77 | $4,607 |
| INVESCO QQQ TR |
23,627 | -992 | $4,461 |
| QQQ | 23,627 | -992 | $4,461 |
| ISHARES US ETF TR (IGBH) |
178,368 | -2,002 | $4,300 |
| IGBH | 178,368 | -2,002 | $4,300 |
| JPMORGAN CHASE & CO |
32,292 | +29 | $3,800 |
| JPM | 32,292 | +29 | $3,800 |
| HOME DEPOT INC |
14,925 | +13 | $3,463 |
| HD | 14,925 | +13 | $3,463 |
| VISA INC |
20,072 | -75 | $3,453 |
| V | 20,072 | -75 | $3,453 |
| JP MORGAN EXCHANGE TRADED FD (JPST) |
66,077 | +18,104 | $3,332 |
| JPST | 66,077 | +18,104 | $3,332 |
 BERKSHIRE HATHAWAY INC DEL |
$3,183 | ||
| BRK.B | 12,301 | +1,259 | $2,559 |
| BRK.A | 2 | UNCH | $624 |
| ISHARES GOLD TRUST (IAU) |
224,617 | +5,634 | $3,167 |
| IAU | 224,617 | +5,634 | $3,167 |
| ISHARES TR (AGG) |
21,898 | +6,736 | $2,478 |
| AGG | 21,898 | +6,736 | $2,478 |
| LAM RESEARCH CORP |
10,339 | -1,621 | $2,390 |
| LRCX | 10,339 | -1,621 | $2,390 |
| VANGUARD GROUP (VIG) |
19,934 | +5,742 | $2,384 |
| VIG | 19,934 | +5,742 | $2,384 |
| ALPHABET INC |
1,887 | -2 | $2,304 |
| GOOGL | 1,887 | -2 | $2,304 |
| SOUTHWEST AIRLS CO |
42,228 | -126 | $2,281 |
| LUV | 42,228 | -126 | $2,281 |
| ZEBRA TECHNOLOGIES CORP |
10,828 | UNCH | $2,235 |
| ZBRA | 10,828 | UNCH | $2,235 |
| COMCAST CORP NEW |
49,233 | +1,658 | $2,219 |
| CMCSA | 49,233 | +1,658 | $2,219 |
| CISCO SYS INC |
43,949 | -3,190 | $2,172 |
| CSCO | 43,949 | -3,190 | $2,172 |
| VICTORY PORTFOLIOS II |
43,577 | +266 | $2,093 |
| CDL | 43,577 | +266 | $2,093 |
| INVESCO EXCHANGE TRADED FD T (RHS) |
14,849 | +14,849 | $2,085 |
| RHS | 14,849 | +14,849 | $2,085 |
| PEPSICO INC |
15,087 | +780 | $2,068 |
| PEP | 15,087 | +780 | $2,068 |
| AT&T INC |
54,423 | -1,222 | $2,059 |
| T | 54,423 | -1,222 | $2,059 |
| EXXON MOBIL CORP |
28,806 | +728 | $2,034 |
| XOM | 28,806 | +728 | $2,034 |
| BANK AMER CORP |
69,238 | -9,806 | $2,019 |
| BAC | 69,238 | -9,806 | $2,019 |
| PROGRESSIVE CORP OHIO |
25,089 | -162 | $1,938 |
| PGR | 25,089 | -162 | $1,938 |
| FISERV INC |
18,220 | +18,220 | $1,887 |
| FISV | 18,220 | +18,220 | $1,887 |
| AFLAC INC |
35,130 | +35,130 | $1,838 |
| AFL | 35,130 | +35,130 | $1,838 |
| PROCTER & GAMBLE CO |
14,469 | +708 | $1,799 |
| PG | 14,469 | +708 | $1,799 |
| INVESCO EXCHNG TRADED FD TR (PCY) |
61,202 | -118 | $1,784 |
| PCY | 61,202 | -118 | $1,784 |
| STRYKER CORP |
8,199 | -12 | $1,773 |
| SYK | 8,199 | -12 | $1,773 |
| TE CONNECTIVITY LTD |
18,713 | +57 | $1,744 |
| TEL | 18,713 | +57 | $1,744 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
27,594 | -56 | $1,658 |
| FTSM | 27,594 | -56 | $1,658 |
| ISHARES TR (IWD) |
12,767 | +160 | $1,637 |
| IWD | 12,767 | +160 | $1,637 |
| THERMO FISHER SCIENTIFIC INC |
5,469 | +434 | $1,593 |
| TMO | 5,469 | +434 | $1,593 |
| ISHARES TR (IWF) |
9,954 | -130 | $1,589 |
| IWF | 9,954 | -130 | $1,589 |
| INVESCO EXCHNG TRADED FD TR (SPHD) |
37,196 | +2,311 | $1,585 |
| SPHD | 37,196 | +2,311 | $1,585 |
| UNION PACIFIC CORP |
9,785 | +169 | $1,585 |
| UNP | 9,785 | +169 | $1,585 |
| ROPER TECHNOLOGIES INC |
$1,581 | ||
| ROP | 4,933 | +4 | $1,759 |
| Put | 500 | +500 | $178 |
| W P CAREY INC |
17,541 | +17,541 | $1,570 |
| WPC | 17,541 | +17,541 | $1,570 |
| VERIZON COMMUNICATIONS INC |
25,679 | +830 | $1,550 |
| VZ | 25,679 | +830 | $1,550 |
| MOODYS CORP |
7,514 | UNCH | $1,539 |
| MCO | 7,514 | UNCH | $1,539 |
| ISHARES TR (TLT) |
10,560 | +162 | $1,511 |
| TLT | 10,560 | +162 | $1,511 |
| VANGUARD BD INDEX FD INC (BND) |
17,689 | +1,289 | $1,494 |
| BND | 17,689 | +1,289 | $1,494 |
| HILTON WORLDWIDE HLDGS INC |
15,956 | +50 | $1,486 |
| HLT | 15,956 | +50 | $1,486 |
See Full List: All Stocks Held By V Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By V Wealth Advisors LLC
|
Size ($ in 1000's)
At 09/30/2019: $279,933 At 06/30/2019: $263,232 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 |
