• 13F History

V Wealth Advisors LLC

13F Filings History

Latest 13F report
Q3 2023 - Nov 15, 2023
Value $
$125M
Signature - Title
Brett Lange - Chief Compliance Officer
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by V Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. V Wealth Advisors LLC reported 388 stock holdings with total value $125M as of Q3 2023. Top holdings included SPY, AAPL, MSFT, AMZN, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 388 $125M +$1.77M -$454M -$453M SPY, AAPL, MSFT, AMZN, NVDA 13F-HR 11/15/2023, 10:10 AM
Q2 2023 383 $587M +$38.7M -$15.3M +$23.3M AAPL, SPY, MSFT, AVUS, AMZN 13F-HR 8/11/2023, 11:08 AM
Q1 2023 377 $534M +$53.8M -$28M +$25.9M AAPL, SPY, MSFT, AVUS, QQQ 13F-HR 5/2/2023, 11:53 AM
Q4 2022 363 $484M +$63.6M -$83.7M -$20.1M SPY, AAPL, MSFT, QQQ, AVUS 13F-HR 1/20/2023, 01:24 PM
Q3 2022 372 $499M +$50.1M -$28.8M +$21.3M VOO, AAPL, QQQ, SPY, MSFT 13F-HR 11/4/2022, 03:10 PM
Q2 2022 403 $530M +$69.1M -$21.9M +$47.1M AAPL, SPY, QQQ, MSFT, VOO 13F-HR 7/27/2022, 02:47 PM
Q1 2022 434 $625M +$39.9M -$39.5M +$371K AAPL, QQQ, SPY, MSFT, AMZN 13F-HR 5/16/2022, 12:09 PM
Q4 2021 450 $681M +$38.8M -$29.4M +$9.45M AAPL, QQQ, SPY, MSFT, AMZN 13F-HR 2/17/2022, 03:56 PM
Q3 2021 466 $638M +$59.7M -$39.3M +$20.4M QQQ, AAPL, SPY, MSFT, AMZN Restatement 10/21/2021, 04:36 PM
Q2 2021 461 $628M +$86M -$35.9M +$50.1M AAPL, QQQ, SPY, AMZN, MSFT 13F-HR 7/27/2021, 03:11 PM
Q1 2021 419 $544M +$71M -$30.6M +$40.4M AAPL, QQQ, SPY, AMZN, MSFT 13F-HR 4/20/2021, 12:20 PM
Q4 2020 375 $478M +$326M -$815K +$325M AAPL, SPY, QQQ, AMZN, MSFT 13F-HR 1/25/2021, 02:51 PM
Q3 2020 171 $144M +$11.5M -$142M -$131M SPY, AMZN, AAPL, MSFT, AGG 13F-HR 10/13/2020, 12:24 PM
Q2 2020 348 $385M +$75.2M -$47.8M +$27.4M AAPL, SPY, QQQ, MSFT, AMZN 13F-HR 7/29/2020, 02:59 PM
Q1 2020 311 $319M +$110M -$9M +$101M AAPL, PTLC, SPY, MSFT, AMZN 13F-HR 5/12/2020, 01:31 PM
Q4 2019 279 $262M +$969K +$969K SPY, PTLC, VOO, USMV, MSFT 13F-HR 2/12/2020, 04:07 PM
Q3 2019 295 $279M +$34.4M -$6.43M +$28M SPY, AAPL, PTLC, VOO, USMV 13F-HR 11/14/2019, 02:32 PM
Q2 2019 272 $263M +$26.5M -$6.34M +$20.2M SPY, PTLC, AAPL, VOO, USMV 13F-HR 7/29/2019, 04:00 PM
Q1 2019 251 $245M +$52.6M -$7.35M +$45.3M SPY, AAPL, PTLC, VOO, USMV 13F-HR 5/16/2019, 10:04 AM
Q4 2018 194 $189M +$31.1M -$12.2M +$18.9M SPY, PTLC, AAPL, VTI, USMV 13F-HR 1/24/2019, 11:09 AM
Q3 2018 228 $216M +$52.5M -$5.01M +$47.5M PTLC, AAPL, SPY, RSP, VTI 13F-HR 10/30/2018, 09:07 PM
Q2 2018 200 $179M +$34.1M -$7.91M +$26.2M PTLC, SPY, RSP, VTI, CNC 13F-HR 7/16/2018, 09:57 AM
Q1 2018 206 $187M +$17.3M -$7.08M +$10.3M PTLC, AAPL, QQQXXXX, SPY, VTI 13F-HR 4/11/2018, 11:00 AM
Q4 2017 203 $198M +$25.4M -$27.9M -$2.51M AAPL, PTLC, QQQXXXX, SPY, VTI 13F-HR 1/19/2018, 08:23 AM
Q3 2017 190 $197M +$21.8M -$11.3M +$10.5M IVV, FVD, AAPL, PTLC, SPY 13F-HR 10/12/2017, 09:06 AM
Q2 2017 772 $213M +$62.5M -$12.6M +$49.9M FVD, IVV, AAPL, PTLC, QQQXXXX 13F-HR 7/17/2017, 10:10 AM
Q1 2017 181 $163M +$44.8M -$10.5M +$34.3M AAPL, IVV, PTLC, FVD, VTI 13F-HR 4/21/2017, 03:43 PM
Q4 2016 172 $137M +$26.5M -$8.17M +$18.4M AAPL, VTI, ALK, AOR, SPY 13F-HR 1/30/2017, 01:27 PM
Q3 2016 166 $123M +$18.8M -$13.2M +$5.57M AAPL, XOM, GOOGL, CMCSA, LEA 13F-HR 10/28/2016, 09:49 AM
Q2 2016 162 $122M +$23M -$17M +$6.01M AAPL, XOM, IWS, GILD, CMCSA 13F-HR 7/18/2016, 09:30 AM
Q1 2016 150 $125M AAPL, USOXXXX, CHRW, AGG, ALK 13F-HR 4/18/2016, 06:17 PM