- New Purchases: XEL, BAH, ORCL, VTV, FLT, NEE, NEAR, DOCU, ARKK, DIA, PULS, DGS, TFC, PYPL, CGC, NKE, ROKU, UBER, ICLR, SCHD, VEU, AAXN, USIG, SHOP, JKHY, GRMN, HQY, VTEB, LNT, WM, AXP, QRVO, DHR, OKTA, EFV, DXCM, CRWD, SHYG, SUB, ISRG, VBR, IWV, PWV, NOW, XLK, TSLA, IVW, FILL, XLE, COST, TDG, TDOC, REGN, QDEL, HRC, MKC, APD, VV, CTXS, DPZ, ADSK, IQV, ETR, NEM, TTD, APPN, EVBG, ETN, XLG, VBK, SPTM, EFG, SFNC, CLF, ZNGA, F, BKCC, USO,
- Added Positions: QQQ, AMZN, WMT, MSFT, AAPL, IAU, V, BRK.B, AGG, PG, CRM, NVDA, CAT, NFLX, JPST, JPM, GOOGL, ALL, HD, MA, VOO, MOAT, JNJ, DIS, T, PEP, FVD, MRK, GOOG, CSCO, INTC, BABA, FB, ZTS, BA, LULU, IJR, VO, XOM, UNH, ABT, DE, MINT, MCD, KO, PFE, SBUX, UPS, RSP, EFA, LMT, VZ, MTUM, BRK.A, IVV, VUG, CERN, HON, PAYX, TMO, WPC, FTCS, GSY, SCHR, VEA, CVS, ABBV, IEFA, AMGN, CBSH, EMR, LUV, WDC, SCHX, CNC, CMCSA, SO, USB, TEI, EEM, OIH, SPLV, AMT, ARCC, BMY, CL, COP, GIS, IBM, LIN, SYK, EVRG, WEC, TEL, MAIN, PSX, IGIB, IHI, SDY, SLV, ADBE, MO, AEE, BLK, CVX, EXC, KMB, NVS, PPG, TXN, CMG, FTSM, SCHF, XLF, BDX, GE, NVO, UNP, PM, ACWV, FCG, SPYG, VIG, VYM, AFL, GILD, MDT, MCO, STX, NUV, IGSB, GDXJ, IWD, IWM, IWP, IWS, KIE, SCIF, SPHD, DUK, MMP, NAK, SIRI, VFC, ET, HLT, RUBI, TEAM, FAD, IWN, IYH, REMX,
- Reduced Positions: USMV, TLT, VTI, EMB, IEMG, NOBL, HDGE, VWO, TGT, VTIP, BAC, ZBRA, SCHB, MDY, VXUS, ROP, VB, VLO, ITOT, FSK, TRV, LRCX, CDW, XLRE, AMLP, BP, CHRW, MASI, ES, NOC, GLD, EEMV, IUSG, IWF, VGT, TOT, MMM, EXG, IYW, IJH, BND, BDJ, MUB, WPM, URA, MBB, FCX, LLY, ITA,
- Sold Out: PCY, DFS, SH, HYG, PFF, HYEM, EWZ, IR, SYY, EMLC, DVY, GIB, VNQ, OKE, CBRE, TDY, AVGO, KSA, EPD, STZ, BFAM, GXC, LQD, VIOG, ENZL, XHE, GM, MKC.V, SAP, GLOB, WFC, EDU, EWH, MRCY, RS, TRP, FDN, LPSN, MTCH, VEEV, VRSK, SCHE, FDX, RPG, LOW, AON, NTR, SRI, EZA, VMW, ENSG, POST, CHK,
For the details of V Wealth Management,LLC's stock buys and sells, go to https://www.gurufocus.com/guru/v+wealth+management%2Cllc/current-portfolio/portfolio
These are the top 5 holdings of V Wealth Management,LLC- Apple Inc (AAPL) - 59,456 shares, 5.12% of the total portfolio. Shares added by 23.69%
- SPDR S&P 500 (SPY) - 47,936 shares, 4.18% of the total portfolio. Shares reduced by 0.08%
- Microsoft Corp (MSFT) - 65,889 shares, 3.52% of the total portfolio. Shares added by 42.69%
- Amazon.com Inc (AMZN) - 4,770 shares, 3.15% of the total portfolio. Shares added by 79.73%
- PowerShares QQQ Trust Ser 1 (QQQ) - 47,589 shares, 3.07% of the total portfolio. Shares added by 101.42%
V Wealth Management,LLC initiated holding in Xcel Energy Inc. The purchase prices were between $50 and $71.16, with an estimated average price of $65.23. The stock is now traded at around $59.12. The impact to a portfolio due to this purchase was 0.56%. The holding were 27,533 shares as of .
New Purchase: Booz Allen Hamilton Holding Corp (BAH)V Wealth Management,LLC initiated holding in Booz Allen Hamilton Holding Corp. The purchase prices were between $57.38 and $79.4, with an estimated average price of $73.8. The stock is now traded at around $71.68. The impact to a portfolio due to this purchase was 0.48%. The holding were 20,460 shares as of .
New Purchase: Oracle Corp (ORCL)V Wealth Management,LLC initiated holding in Oracle Corp. The purchase prices were between $39.8 and $55.73, with an estimated average price of $51.75. The stock is now traded at around $52.83. The impact to a portfolio due to this purchase was 0.48%. The holding were 29,121 shares as of .
New Purchase: Vanguard Value (VTV)V Wealth Management,LLC initiated holding in Vanguard Value. The purchase prices were between $76.76 and $121.42, with an estimated average price of $110.7. The stock is now traded at around $96.17. The impact to a portfolio due to this purchase was 0.37%. The holding were 12,120 shares as of .
New Purchase: Fleetcor Technologies Inc (FLT)V Wealth Management,LLC initiated holding in Fleetcor Technologies Inc. The purchase prices were between $171.72 and $328.85, with an estimated average price of $277.28. The stock is now traded at around $234.01. The impact to a portfolio due to this purchase was 0.33%. The holding were 5,225 shares as of .
New Purchase: NextEra Energy Inc (NEE)V Wealth Management,LLC initiated holding in NextEra Energy Inc. The purchase prices were between $181.66 and $282.22, with an estimated average price of $251.74. The stock is now traded at around $227.63. The impact to a portfolio due to this purchase was 0.32%. The holding were 3,898 shares as of .
Added: PowerShares QQQ Trust Ser 1 (QQQ)V Wealth Management,LLC added to a holding in PowerShares QQQ Trust Ser 1 by 101.42%. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $226.30. The impact to a portfolio due to this purchase was 1.55%. The holding were 47,589 shares as of .
Added: Amazon.com Inc (AMZN)V Wealth Management,LLC added to a holding in Amazon.com Inc by 79.73%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2398.48. The impact to a portfolio due to this purchase was 1.4%. The holding were 4,770 shares as of .
Added: Walmart Inc (WMT)V Wealth Management,LLC added to a holding in Walmart Inc by 308.31%. The purchase prices were between $104.05 and $122.58, with an estimated average price of $115.48. The stock is now traded at around $124.83. The impact to a portfolio due to this purchase was 1.12%. The holding were 38,622 shares as of .
Added: Microsoft Corp (MSFT)V Wealth Management,LLC added to a holding in Microsoft Corp by 42.69%. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $186.04. The impact to a portfolio due to this purchase was 1.05%. The holding were 65,889 shares as of .
Added: Apple Inc (AAPL)V Wealth Management,LLC added to a holding in Apple Inc by 23.69%. The purchase prices were between $224.37 and $327.2, with an estimated average price of $295.01. The stock is now traded at around $317.19. The impact to a portfolio due to this purchase was 0.98%. The holding were 59,456 shares as of .
Added: ishares Gold Trust (IAU)V Wealth Management,LLC added to a holding in ishares Gold Trust by 63.24%. The purchase prices were between $14.03 and $16.04, with an estimated average price of $15.12. The stock is now traded at around $16.25. The impact to a portfolio due to this purchase was 0.72%. The holding were 366,664 shares as of .
Sold Out: Invesco Emerging Markets Sovereign Debt (PCY)V Wealth Management,LLC sold out a holding in Invesco Emerging Markets Sovereign Debt. The sale prices were between $20.13 and $30.3, with an estimated average price of $28.28.
Sold Out: Discover Financial Services (DFS)V Wealth Management,LLC sold out a holding in Discover Financial Services. The sale prices were between $25.25 and $85.85, with an estimated average price of $66.96.
Sold Out: iShares iBoxx $ High Yield Corporate Bond (HYG)V Wealth Management,LLC sold out a holding in iShares iBoxx $ High Yield Corporate Bond. The sale prices were between $67.97 and $87.18, with an estimated average price of $83.3.
Sold Out: ProShares Short S&P500 (SH)V Wealth Management,LLC sold out a holding in ProShares Short S&P500. The sale prices were between $22.87 and $32.55, with an estimated average price of $25.06.
Sold Out: VanEck Vectors Emerging Markets High Yield Bond (HYEM)V Wealth Management,LLC sold out a holding in VanEck Vectors Emerging Markets High Yield Bond. The sale prices were between $16.45 and $23.83, with an estimated average price of $22.36.
Sold Out: iShares U.S. Preferred Stock (PFF)V Wealth Management,LLC sold out a holding in iShares U.S. Preferred Stock. The sale prices were between $25.12 and $38.29, with an estimated average price of $36.09.
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