V Wealth Advisors LLC Portfolio Holdings
V Wealth Advisors LLC
- $123 Million
- Q3 2023
V Wealth Advisors LLC has filed its 13F form on November 15, 2023 for Q3 2023 where it was disclosed a total value porftolio of $123 Million distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $20.9M, Apple Inc. with a value of $9.9M, Microsoft Corp with a value of $5.94M, Amazon Com Inc with a value of $5.64M, and Nvidia Corp with a value of $5.58M.
Examining the 13F form we can see an decrease of $460M in the current position value, from $583M to 123M.
Below you can find more details about V Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$123 Million
ETFs: $42.9 Million
Technology: $32.2 Million
Financial Services: $11.5 Million
Consumer Cyclical: $11 Million
Consumer Defensive: $6.45 Million
Communication Services: $5.33 Million
Healthcare: $4.2 Million
Industrials: $4.12 Million
Other: $5.31 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 137
- Current Value $123 Million
- Prior Value $583 Million
- Filing
- Period Q3 2023
- Filing Date November 15, 2023
- Form Type 13F-HR
- Activity in Q3 2023
- New Purchases 4 stocks
- Additional Purchases 2 stocks
- Sold out of 0 stocks
- Reduced holdings in 100 stocks