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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

V Wealth Advisors LLC

Quarter ended Q4 2023 · Filed November 15, 2023 · Accession 0001661149-23-000005

Total Value
$124.8M
Positions
137
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (137)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY48,813$20.9M16.72%
2APPLE INCAAPL54,958$9.4M7.54%
3MICROSOFT CORPMSFT18,761$5.9M4.75%
4NVIDIA CORPORATIONNVDA12,819$5.6M4.47%
5AMAZON COM INCAMZN42,592$5.4M4.34%
6INVESCO QQQ TRIVZ12,114$4.3M3.48%
7BERKSHIRE HATHAWAY INC DELBRK-A8,884$3.1M2.49%
8ISHARES TR46428722632,660$3.1M2.46%
9WALMART INCWMT18,917$3.0M2.42%
10VISA INCV11,701$2.7M2.16%
11ORACLE CORPORCL-PD18,567$2.0M1.58%
12VANGUARD INDEX FDS9229087699,023$1.9M1.54%
13VANGUARD INDEX FDS9229083634,534$1.8M1.43%
14JPMORGAN CHASE & COVYLD11,982$1.7M1.39%
15MASTERCARD INCORPORATEDMA4,257$1.7M1.35%
16PROCTER AND GAMBLE CO74271810911,474$1.7M1.34%
17HOME DEPOT INCHD5,418$1.6M1.31%
18LULULEMON ATHLETICA INCLULU3,986$1.5M1.23%
19ALPHABET INCGOOG10,879$1.4M1.14%
20CADENCE DESIGN SYSTEM INCCDNS6,031$1.4M1.13%
21SALESFORCE INCCRM6,580$1.3M1.07%
22NETFLIX INCNFLX3,191$1.2M0.97%
23SPDR S&P 500 ETF TRSPY2,800$1.2M0.96%
24PGIM ETF TR69344A10723,582$1.2M0.94%
25PEPSICO INCPEP6,627$1.1M0.90%
26TIDAL ETF TR88636484372,116$1.1M0.88%
27PPG INDS INC6935061076,742$875,0860.70%
28EXXON MOBIL CORPXOM7,441$874,9130.70%
29SPDR DOW JONES INDL AVERAGE78467X1092,547$853,1180.68%
30ALPHABET INCGOOG6,271$826,8310.66%
31CATERPILLAR INCCAT3,005$820,2520.66%
32ADVANCED MICRO DEVICES INCAMD7,807$802,7160.64%
33DEERE & CODE2,087$787,5920.63%
34ZOETIS INCZTS4,474$778,3870.62%
35ISHARES TR4642876554,066$718,5800.58%
36QUALCOMM INCQCOM6,408$711,7150.57%
37ELI LILLY & COLLY1,217$653,5910.52%
38SNOWFLAKE INCSNOW4,192$640,4120.51%
39AXON ENTERPRISE INCAXON3,150$626,8190.50%
40MERCK & CO INCMRK6,081$626,0180.50%
41ISHARES TR4642874659,034$622,6180.50%
42WISDOMTREE TRWT19,200$614,7850.49%
43CLOUDFLARE INCNET9,700$611,4880.49%
44OLD DOMINION FREIGHT LINE INODFL1,476$603,8910.48%
45DISNEY WALT CO2546871067,405$600,1750.48%
46VANGUARD WHITEHALL FDS9219464065,705$589,4410.47%
47SCHWAB STRATEGIC TR80852485412,280$588,7030.47%
48PHILLIPS 66PSX4,897$588,3980.47%
49CISCO SYS INCCSCO10,935$587,8630.47%
50NEXTERA ENERGY INCNEE-PW9,278$531,5290.43%
51BERKSHIRE HATHAWAY INC DELBRK-A1$531,4770.43%
52CONOCOPHILLIPSCOP4,400$527,1800.42%
53MCDONALDS CORPMCD1,978$521,0790.42%
54ALIBABA GROUP HLDG LTDBBAAY5,772$500,6630.40%
55CROWDSTRIKE HLDGS INCCRWD2,981$498,9600.40%
56ISHARES TR4642878045,280$498,0170.40%
57APPLE INCAAPL2,890$494,8560.40%
58ALLIANT ENERGY CORPLNT10,000$484,5000.39%
59ARISTA NETWORKS INCANET2,592$476,7470.38%
60ROKU INCROKU6,626$467,7290.37%
61PAYCHEX INCPAYX3,872$446,5580.36%
62PAYPAL HLDGS INCPYPL7,541$440,8470.35%
63ABBVIE INCABBV2,937$437,7930.35%
64PALO ALTO NETWORKS INCPANW1,842$431,8380.35%
65INTEL CORPINTC11,436$406,5560.33%
66CHEWY INCCHWY21,907$400,0220.32%
67META PLATFORMS INCMETA1,305$391,7740.31%
68PINTEREST INCPINS14,260$385,4480.31%
69PFIZER INCPFE11,244$372,9580.30%
70TEXAS INSTRS INC8825081042,337$371,5680.30%
71DANAHER CORPORATION2358511021,494$370,7330.30%
72FAIR ISAAC CORPFICO425$369,1250.30%
73COSTCO WHSL CORP NEW22160K105650$367,4740.29%
74ATLASSIAN CORPORATIONTEAM1,800$362,7180.29%
75BANK AMERICA CORP06050510412,146$332,5600.27%
76IQVIA HLDGS INCIQV1,675$329,5560.26%
77ISHARES TR4642873094,803$328,6210.26%
78SCHWAB STRATEGIC TR8085247974,623$327,1230.26%
79VANGUARD INDEX FDS9229087691,531$325,2960.26%
80LOWES COS INC5486611071,541$320,2970.26%
81ONEOK INC NEWOKE5,045$320,0040.26%
82INVESCO EXCH TRD SLF IDX FDIVZ6,923$317,3500.25%
83JOHNSON & JOHNSONJNJ1,961$305,4980.24%
84BOEING COBA-PA1,566$300,1710.24%
85ISHARES TR4642876221,275$299,4510.24%
86CHEVRON CORP NEWCVX1,729$291,5280.23%
87UNITED PARCEL SERVICE INCUPS1,791$279,1630.22%
88BP PLCBPPFF7,149$276,7960.22%
89ABRDN GOLD ETF TRUST00326A10414,888$263,3690.21%
90ALLSTATE CORPALL-PJ2,326$259,1400.21%
91TARGET CORPTGT2,341$258,7900.21%
92CUMMINS INCCMI1,121$256,1980.21%
93PRICE T ROWE GROUP INCTROW2,329$244,2520.20%
94VANGUARD STAR FDS9219097684,485$240,0370.19%
95ETF SER SOLUTIONS26922A4532,378$238,2870.19%
96VANECK ETF TRUST92189F6433,068$232,6770.19%
97AGNICO EAGLE MINES LTDAEM5,042$229,1490.18%
98AMAZON COM INCAMZN1,798$228,5620.18%
99ULTA BEAUTY INCULTA570$227,6870.18%
100AMGEN INCAMGN823$221,0600.18%
101PIPER SANDLER COMPANIESPIPR1,500$217,9650.17%
102AMERICAN CENTY ETF TR0250723073,202$215,8090.17%
103FIDELITY COMWLTH TR3159128084,120$214,1990.17%
104TESLA INCTSLA855$213,9380.17%
105SERVICENOW INCNOW376$210,1690.17%
106ENTERPRISE PRODS PARTNERS L2937921077,486$204,9040.16%
107ISHARES TR4642875981,332$202,2480.16%
108BLUE OWL CAPITAL CORPORATIONOWL13,065$180,9510.14%
109SELECT SECTOR SPDR TR81369Y2091,339$172,3430.14%
110VANECK ETF TRUST92189F6432,192$166,2630.13%
111CANADIAN PACIFIC KANSAS CITYCP1,998$148,6710.12%
112SELECT SECTOR SPDR TR81369Y803855$140,1600.11%
113SELECT SECTOR SPDR TR81369Y803813$133,2820.11%
114EXXON MOBIL CORPXOM930$109,3490.09%
115CANADIAN PACIFIC KANSAS CITYCP1,442$107,2990.09%
116VANGUARD INDEX FDS922908363226$88,8770.07%
117PGIM ETF TR69344A1071,780$88,0850.07%
118MERCK & CO INCMRK674$69,3880.06%
119BERKSHIRE HATHAWAY INC DELBRK-A190$66,5570.05%
120PFIZER INCPFE1,189$39,4390.03%
121SELECT SECTOR SPDR TR81369Y209258$33,2220.03%
122META PLATFORMS INCMETA92$27,6190.02%
123INVESCO EXCH TRD SLF IDX FDIVZ551$25,2660.02%
124TESLA INCTSLA70$17,5150.01%
125INVESCO QQQ TRIVZ37$13,2600.01%
126ISHARES TR46428759884$12,7530.01%
127MICROSOFT CORPMSFT38$11,8600.01%
128DISNEY WALT CO25468710665$5,2680.00%
129CISCO SYS INCCSCO48$2,5800.00%
130PHILLIPS 66PSX8$9610.00%
131LOWES COS INC5486611074$8310.00%
132JPMORGAN CHASE & COVYLD5$7250.00%
133UNITED PARCEL SERVICE INCUPS4$6230.00%
134AMGEN INCAMGN2$5380.00%
135MCDONALDS CORPMCD2$5270.00%
136PPG INDS INC6935061074$5190.00%
137JOHNSON & JOHNSONJNJ3$4670.00%