Institutional Manager · CIK 0001661149
V Wealth Advisors LLC
Overland Park, KS · File #028-17411
Latest AUM
$124.8M
Positions
137
Top-10 Concentration
61.1%
Filings
4
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2023
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 48,813 | $20.9M | 20.09% |
| 2 | APPLE INC | AAPL | 54,958 | $9.4M | 9.06% |
| 3 | MICROSOFT CORP | MSFT | 18,761 | $5.9M | 5.70% |
| 4 | NVIDIA CORPORATION | NVDA | 12,819 | $5.6M | 5.37% |
| 5 | AMAZON COM INC | AMZN | 42,592 | $5.4M | 5.21% |
| 6 | INVESCO QQQ TR | IVZ | 12,114 | $4.3M | 4.18% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8,884 | $3.1M | 3.00% |
| 8 | ISHARES TR | 464287226 | 32,660 | $3.1M | 2.96% |
| 9 | WALMART INC | WMT | 18,917 | $3.0M | 2.91% |
| 10 | VISA INC | V | 11,701 | $2.7M | 2.59% |
| 11 | ORACLE CORP | ORCL-PD | 18,567 | $2.0M | 1.89% |
| 12 | VANGUARD INDEX FDS | 922908769 | 9,023 | $1.9M | 1.85% |
| 13 | VANGUARD INDEX FDS | 922908363 | 4,534 | $1.8M | 1.71% |
| 14 | JPMORGAN CHASE & CO | VYLD | 11,982 | $1.7M | 1.67% |
| 15 | MASTERCARD INCORPORATED | MA | 4,257 | $1.7M | 1.62% |
| 16 | PROCTER AND GAMBLE CO | 742718109 | 11,474 | $1.7M | 1.61% |
| 17 | HOME DEPOT INC | HD | 5,418 | $1.6M | 1.58% |
| 18 | LULULEMON ATHLETICA INC | LULU | 3,986 | $1.5M | 1.48% |
| 19 | ALPHABET INC | GOOG | 10,879 | $1.4M | 1.37% |
| 20 | CADENCE DESIGN SYSTEM INC | CDNS | 6,031 | $1.4M | 1.36% |