13FBOX
V Wealth Advisors LLC · 13F Holdings
Options Calculator Rankings

V Wealth Advisors LLC

No.11179 Data as of 2023Q4
Latest AUM (Q4 2023)
$106.2M
QoQ Change Q3 2023
-$18.6M-14.9%
Holdings
107
New Buys
0
Adds
0
Reduces
30
Exits
0
Unchanged
77
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2023 ValueQ4 2023 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSTATE STR SPDR S&P 500 ETF TSPY
19.64%17.68%$20.9M48,813$22.1M51,613-2,800-5.42%Reduce
APPLE INCAAPL
8.86%7.93%$9.4M54,958$9.9M57,848-2,890-5.00%Reduce
MICROSOFT CORPMSFT
5.58%4.76%$5.9M18,761$5.9M18,799-38-0.20%Reduce
NVIDIA CORPORATIONNVDA
5.25%4.47%$5.6M12,819$5.6M12,81900.00%Unchanged
IINVESCO QQQ TRVOO
4.08%3.49%$4.3M12,114$4.4M12,151-37-0.30%Reduce
IISHARES TRAGG
2.89%2.46%$3.1M32,660$3.1M32,66000.00%Unchanged
WALMART INCWMT
2.85%2.42%$3.0M18,917$3.0M18,91700.00%Unchanged
VISA INCV
2.53%2.16%$2.7M11,701$2.7M11,70100.00%Unchanged
ORACLE CORPORCL
1.85%1.58%$2.0M18,567$2.0M18,56700.00%Unchanged
VVANGUARD INDEX FDSVOO
1.68%1.5%$1.8M4,534$1.9M4,760-226-4.75%Reduce
MASTERCARD INCORPORATEDMA
1.59%1.35%$1.7M4,257$1.7M4,25700.00%Unchanged
PROCTER & GAMBLE COPG
1.58%1.34%$1.7M11,474$1.7M11,47400.00%Unchanged
HOME DEPOT INCHD
1.54%1.31%$1.6M5,418$1.6M5,41800.00%Unchanged
LULULEMON ATHLETICA INCLULU
1.45%1.23%$1.5M3,986$1.5M3,98600.00%Unchanged
ALPHABET INCGOOGL
1.34%1.14%$1.4M10,879$1.4M10,87900.00%Unchanged
CADENCE DESIGN SYSTEM INC COMAYI
1.33%1.13%$1.4M6,031$1.4M6,03100.00%Unchanged
SALESFORCE INCCRM
1.26%1.07%$1.3M6,580$1.3M6,58000.00%Unchanged
NETFLIX INCNFLX
1.13%0.97%$1.2M3,191$1.2M3,19100.00%Unchanged
PEPSICO INCPEP
1.06%0.9%$1.1M6,627$1.1M6,62700.00%Unchanged
TTIDAL ETF TR
1.04%0.88%$1.1M72,116$1.1M72,11600.00%Unchanged
PPG INDS INCPPG
0.82%0.7%$875,0866,742$875,6056,746-4-0.06%Reduce
EXXON MOBIL CORPXOM
0.82%0.79%$874,9137,441$984,2628,371-930-11.11%Reduce
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.8%0.68%$853,1182,547$853,1182,54700.00%Unchanged
AAlphabet Inc Class CGOOG
0.78%0.66%$826,8316,271$826,8316,27100.00%Unchanged
CATERPILLAR INCCAT
0.77%0.66%$820,2523,005$820,2523,00500.00%Unchanged
ADVANCED MICRO DEVICES INCAMD
0.76%0.64%$802,7167,807$802,7167,80700.00%Unchanged
DEERE & CODE
0.74%0.63%$787,5922,087$787,5922,08700.00%Unchanged
ZOETIS INC CL AZTS
0.73%0.62%$778,3874,474$778,3874,47400.00%Unchanged
IISHARES RUSSELLIWM
0.68%0.58%$718,5804,066$718,5804,06600.00%Unchanged
QQUALCOMM INCQCOM
0.67%0.57%$711,7156,408$711,7156,40800.00%Unchanged
ELI LILLY & COLLY
0.62%0.52%$653,5911,217$653,5911,21700.00%Unchanged
SNOWFLAKE INC COM SHSSNOW
0.6%0.51%$640,4124,192$640,4124,19200.00%Unchanged
AXON ENTERPRISEAXON
0.59%0.5%$626,8193,150$626,8193,15000.00%Unchanged
IISHARES MSCI EAFE ETFEFA
0.59%0.5%$622,6189,034$622,6189,03400.00%Unchanged
WWISDOMTREE INTERNATIONALQUALITY DIVIDEND GROWTH FUNDIQDG
0.58%0.49%$614,78519,200$614,78519,20000.00%Unchanged
CLOUDFLARE INCNET
0.58%0.49%$611,4889,700$611,4889,70000.00%Unchanged
OLD DOMINION FREIGHT LINE INODFL
0.57%0.48%$603,8911,476$603,8911,47600.00%Unchanged
VVANGUARD WHITEHALL FDSVYM
0.55%0.47%$589,4415,705$589,4415,70500.00%Unchanged
SSCHWAB STRATEGIC TRSCHR
0.55%0.47%$588,70312,280$588,70312,28000.00%Unchanged
CISCO SYS INCCSCO
0.55%0.47%$587,86310,935$590,44310,983-48-0.44%Reduce
NNEXTERA ENERGY INCNEE
0.5%0.43%$531,5299,278$531,5299,27800.00%Unchanged
BERKSHIRE HATHAWAY INC CL ABRK.A
0.5%0.43%$531,0001$531,000100.00%Unchanged
CONOCOPHILLIPSCOP
0.5%0.42%$527,1804,400$527,1804,40000.00%Unchanged
MCDONALDS CORPMCD
0.49%0.42%$521,0791,978$521,6061,980-2-0.10%Reduce
ALIBABA GROUP HLDG LTDBABA
0.47%0.4%$500,6635,772$500,6635,77200.00%Unchanged
CROWDSTRIKE HLDGS INCCRWD
0.47%0.4%$498,9602,981$498,9602,98100.00%Unchanged
IISHARES COREIJR
0.47%0.4%$498,0175,280$498,0175,28000.00%Unchanged
ALLIANT ENERGY CORP COMLNT
0.46%0.39%$484,50010,000$484,50010,00000.00%Unchanged
ARISTA NETWORKS INCANET
0.45%0.38%$476,7472,592$476,7472,59200.00%Unchanged
ROKU INC COM CL AROKU
0.44%0.37%$467,7296,626$467,7296,62600.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow