V Wealth Management,LLC Buys PowerShares QQQ Trust Ser 1, Amazon.com Inc, Walmart Inc, Sells Invesco Emerging Markets Sovereign Debt, iShares Edge MSCI Min Vol USA, iShares 20+ Year Treasury Bond ETF

Author's Avatar
May 12, 2020
Article's Main Image
Investment company V Wealth Management,LLC (Current Portfolio) buys PowerShares QQQ Trust Ser 1, Amazon.com Inc, Walmart Inc, Microsoft Corp, Apple Inc, sells Invesco Emerging Markets Sovereign Debt, iShares Edge MSCI Min Vol USA, iShares 20+ Year Treasury Bond ETF, Discover Financial Services, ProShares Short S&P500 during the 3-months ended 2020Q1, according to the most recent filings of the investment company, V Wealth Management,LLC. As of 2020Q1, V Wealth Management,LLC owns 288 stocks with a total value of $296 million. These are the details of the buys and sells.

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
  1. Apple Inc (AAPL) - 59,456 shares, 5.12% of the total portfolio. Shares added by 23.69%
  2. SPDR S&P 500 (SPY) - 47,936 shares, 4.18% of the total portfolio. Shares reduced by 0.08%
  3. Microsoft Corp (MSFT) - 65,889 shares, 3.52% of the total portfolio. Shares added by 42.69%
  4. Amazon.com Inc (AMZN) - 4,770 shares, 3.15% of the total portfolio. Shares added by 79.73%
  5. PowerShares QQQ Trust Ser 1 (QQQ) - 47,589 shares, 3.07% of the total portfolio. Shares added by 101.42%
New Purchase: Xcel Energy Inc (XEL)

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.



Here is the complete portfolio of V Wealth Management,LLC. Also check out:

1. V Wealth Management,LLC's Undervalued Stocks
2. V Wealth Management,LLC's Top Growth Companies, and
3. V Wealth Management,LLC's High Yield stocks
4. Stocks that V Wealth Management,LLC keeps buying