Notify me when V Wealth Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 107 | $123,620,989 | +$1,767,775 | -$454,287,684 | -$452,519,909 | SPY, AAPL, MSFT, AMZN, NVDA | 13F-HR | 15 Nov 2023, 10:10 |
| Q2 2023 | 382 | $586,839,410 | +$38,557,498 | -$23,793,052 | +$14,764,446 | AAPL, SPY, MSFT, AVUS, AMZN | 13F-HR | 11 Aug 2023, 11:08 |
| Q1 2023 | 377 | $533,736,486 | +$53,846,735 | -$38,886,787 | +$14,959,948 | AAPL, SPY, MSFT, AVUS, QQQ | 13F-HR | 02 May 2023, 11:53 |
| Q4 2022 | 361 | $481,771,088 | +$63,614,540 | -$111,411,046 | -$47,796,506 | SPY, AAPL, MSFT, QQQ, AVUS | 13F-HR | 20 Jan 2023, 14:24 |
| Q3 2022 | 370 | $498,150,000 | +$48,868,480 | -$45,713,875 | +$3,154,605 | VOO, AAPL, QQQ, SPY, MSFT | 13F-HR | 04 Nov 2022, 15:10 |
| Q2 2022 | 402 | $530,463,000 | +$69,041,574 | -$55,037,608 | +$14,003,966 | AAPL, SPY, QQQ, MSFT, VOO | 13F-HR | 27 Jul 2022, 14:47 |
| Q1 2022 | 434 | $624,344,000 | +$39,677,232 | -$59,763,256 | -$20,086,024 | AAPL, QQQ, SPY, MSFT, AMZN | 13F-HR | 16 May 2022, 12:09 |
| Q4 2021 | 448 | $681,917,000 | +$38,797,070 | -$45,528,931 | -$6,731,861 | AAPL, QQQ, SPY, MSFT, AMZN | 13F-HR | 17 Feb 2022, 16:56 |
| Q3 2021 | 470 | $638,929,000 | +$59,791,755 | -$39,290,274 | +$20,501,481 | QQQ, AAPL, SPY, MSFT, AMZN | Restatement | 21 Oct 2021, 16:36 |
| Q2 2021 | 461 | $628,191,000 | +$86,061,586 | -$40,762,174 | +$45,299,412 | AAPL, QQQ, SPY, AMZN, MSFT | 13F-HR | 27 Jul 2021, 15:11 |
| Q1 2021 | 425 | $544,410,000 | +$72,942,390 | -$30,665,116 | +$42,277,274 | AAPL, QQQ, SPY, AMZN, MSFT | 13F-HR | 20 Apr 2021, 12:20 |
| Q4 2020 | 382 | $483,569,000 | +$330,421,590 | -$4,727,346 | +$325,694,244 | AAPL, SPY, QQQ, AMZN, MSFT | 13F-HR | 25 Jan 2021, 15:51 |
| Q3 2020 | 171 | $144,470,000 | +$11,513,962 | -$261,494,023 | -$249,980,061 | SPY, AMZN, AAPL, MSFT, AGG | 13F-HR | 13 Oct 2020, 12:24 |
| Q2 2020 | 342 | $384,326,000 | +$74,367,251 | -$67,108,894 | +$7,258,357 | AAPL, SPY, QQQ, MSFT, AMZN | 13F-HR | 29 Jul 2020, 14:59 |
| Q1 2020 | 316 | $319,630,000 | +$105,871,509 | -$37,471,453 | +$68,400,056 | AAPL, PTLC, SPY, MSFT, AMZN | 13F-HR | 12 May 2020, 13:31 |
| Q4 2019 | 289 | $261,076,000 | $0 | -$1,023,935 | -$1,023,935 | SPY, PTLC, VOO, USMV, MSFT | 13F-HR | 12 Feb 2020, 17:07 |
| Q3 2019 | 289 | $278,007,000 | +$32,805,365 | -$20,502,931 | +$12,302,434 | SPY, AAPL, PTLC, VOO, USMV | 13F-HR | 14 Nov 2019, 15:32 |
| Q2 2019 | 273 | $263,232,000 | +$26,487,223 | -$12,261,637 | +$14,225,586 | SPY, PTLC, AAPL, VOO, USMV | 13F-HR | 29 Jul 2019, 16:00 |
| Q1 2019 | 256 | $245,873,000 | +$52,954,960 | -$16,407,626 | +$36,547,334 | SPY, AAPL, PTLC, VOO, USMV | 13F-HR | 16 May 2019, 10:04 |
| Q4 2018 | 214 | $189,409,000 | +$31,133,532 | -$28,602,950 | +$2,530,582 | SPY, PTLC, AAPL, VTI, USMV | 13F-HR | 24 Jan 2019, 12:09 |
| Q3 2018 | 228 | $216,440,000 | +$52,682,955 | -$18,258,648 | +$34,424,307 | PTLC, AAPL, SPY, RSP, VTI | 13F-HR | 30 Oct 2018, 21:07 |
| Q2 2018 | 200 | $178,870,000 | +$34,092,623 | -$51,692,513 | -$17,599,890 | PTLC, SPY, RSP, VTI, CNC | 13F-HR | 16 Jul 2018, 09:57 |
| Q1 2018 | 206 | $187,410,000 | +$17,336,008 | -$16,660,145 | +$675,863 | PTLC, AAPL, QQQ, SPY, VTI | 13F-HR | 11 Apr 2018, 11:00 |
| Q4 2017 | 203 | $198,488,000 | +$25,378,055 | -$40,791,045 | -$15,412,990 | AAPL, PTLC, QQQ, SPY, VTI | 13F-HR | 19 Jan 2018, 09:23 |
| Q3 2017 | 190 | $197,259,000 | +$21,827,414 | -$47,087,303 | -$25,259,889 | IVV, FVD, AAPL, PTLC, SPY | 13F-HR | 12 Oct 2017, 09:06 |
| Q2 2017 | 803 | $213,330,000 | +$62,518,996 | -$15,125,762 | +$47,393,234 | FVD, IVV, AAPL, PTLC, QQQ | 13F-HR | 17 Jul 2017, 10:10 |
| Q1 2017 | 181 | $162,830,000 | +$44,782,813 | -$24,751,924 | +$20,030,889 | AAPL, IVV, PTLC, FVD, VTI | 13F-HR | 21 Apr 2017, 15:43 |
| Q4 2016 | 172 | $136,539,000 | +$26,531,170 | -$17,440,758 | +$9,090,412 | AAPL, VTI, ALK, AOR, SPY | 13F-HR | 30 Jan 2017, 14:27 |
| Q3 2016 | 167 | $123,837,000 | +$19,137,096 | -$21,761,654 | -$2,624,558 | AAPL, XOM, GOOGL, CMCSA, LEA | 13F-HR | 28 Oct 2016, 09:49 |
| Q2 2016 | 162 | $121,997,000 | +$23,384,376 | -$26,970,741 | -$3,586,365 | AAPL, XOM, IWS, GILD, CMCSA | 13F-HR | 18 Jul 2016, 09:30 |
| Q1 2016 | 150 | $125,020,000 | $0 | $0 | $0 | AAPL, USO, CHRW, AGG, ALK | 13F-HR | 18 Apr 2016, 18:17 |