V Wealth Advisors LLC

Overland Park, KS · CIK 1661149 · 13F filing filed 2023-11-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyOverland Park, KS

$123.6m reported value -78.9% vs Q2 2023

107positions

52.0%in top 10

4 new 2 added 100 reduced 279 sold out vs Q2 2023

Options: 0 call positions (— notional), 1 put positions ($1.2m notional) – listed below, not included above.

Holdings, Q3 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	48,813	$20.9m16.88%	16.88%	Reduced -34.9k	-34,899 -41.7%
2	APPLE INC COM AAPL	AAPL	57,848	$9.9m8.01%	8.01%	Reduced -147.3k	-147,276 -71.8%
3	MICROSOFT CORP COM MSFT	MSFT	18,799	$5.9m4.80%	4.80%	Reduced -53.3k	-53,324 -73.9%
4	AMAZON COM INC COM AMZN	AMZN	44,390	$5.6m4.56%	4.56%	Reduced -73.0k	-73,027 -62.2%
5	NVIDIA CORPORATION COM NVDA	NVDA	12,819	$5.6m4.51%	4.51%	Reduced -20.4k	-20,395 -61.4%
6	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	12,151	$4.4m3.52%	3.52%	Reduced -13.4k	-13,351 -52.4%
7	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	9,074	$3.2m2.57%	2.57%	Reduced -19.6k	-19,635 -68.4%
8	ISHARES TR CORE US AGGBD ET AGG	AGG	32,660	$3.1m2.48%	2.48%	Reduced -4.5k	-4,492 -12.1%
9	WALMART INC COM WMT	WMT	18,917	$3.0m2.45%	2.45%	Reduced -27.5k	-27,509 -59.2%
10	VISA INC COM CL A V	V	11,701	$2.7m2.18%	2.18%	Reduced -25.4k	-25,449 -68.5%
11	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	10,554	$2.2m1.81%	1.81%	Reduced -9.0k	-9,044 -46.1%
12	ORACLE CORP COM ORCL	ORCL	18,567	$2.0m1.59%	1.59%	Reduced -10.1k	-10,104 -35.2%
13	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,760	$1.9m1.51%	1.51%	Reduced -26.2k	-26,189 -84.6%
14	JPMORGAN CHASE & CO COM JPM	JPM	11,987	$1.7m1.41%	1.41%	Reduced -22.7k	-22,722 -65.5%
15	MASTERCARD INCORPORATED CL A MA	MA	4,257	$1.7m1.36%	1.36%	Reduced -5.1k	-5,052 -54.3%
16	PROCTER AND GAMBLE CO COM PG	PG	11,474	$1.7m1.35%	1.35%	Reduced -24.3k	-24,256 -67.9%
17	HOME DEPOT INC COM HD	HD	5,418	$1.6m1.32%	1.32%	Reduced -17.9k	-17,866 -76.7%
18	LULULEMON ATHLETICA INC COM LULU	LULU	3,986	$1.5m1.24%	1.24%	Reduced -2.5k	-2,480 -38.4%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,879	$1.4m1.15%	1.15%	Reduced -36.3k	-36,344 -77.0%
20	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	6,031	$1.4m1.14%	1.14%	Reduced -3.8k	-3,847 -39.0%
21	SALESFORCE INC COM CRM	CRM	6,580	$1.3m1.08%	1.08%	Reduced -5.0k	-4,993 -43.1%
22	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	25,362	$1.3m1.02%	1.02%	Reduced -102.4k	-102,386 -80.2%
23	NETFLIX INC COM NFLX	NFLX	3,191	$1.2m0.97%	0.97%	Reduced -3.6k	-3,624 -53.2%
24	PEPSICO INC COM PEP	PEP	6,627	$1.1m0.91%	0.91%	Reduced -15.1k	-15,110 -69.5%
25	TIDAL ETF TR ATAC US ROTATION ATAC US ROTATION		72,116	$1.1m0.89%	0.89%	Reduced -11.8k	-11,795 -14.1%
26	EXXON MOBIL CORP COM XOM	XOM	8,371	$984.3k0.80%	0.80%	Reduced -23.5k	-23,486 -73.7%
27	PPG INDS INC COM PPG	PPG	6,746	$875.6k0.71%	0.71%	Reduced -1.8k	-1,826 -21.3%
28	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	2,547	$853.1k0.69%	0.69%	Reduced -1.8k	-1,805 -41.5%
29	ALPHABET INC CAP STK CL C GOOG	GOOG	6,271	$826.8k0.67%	0.67%	Reduced -17.9k	-17,903 -74.1%
30	CATERPILLAR INC COM CAT	CAT	3,005	$820.3k0.66%	0.66%	Reduced -6.2k	-6,237 -67.5%
31	ADVANCED MICRO DEVICES INC COM AMD	AMD	7,807	$802.7k0.65%	0.65%	Reduced -8.0k	-7,988 -50.6%
32	DEERE & CO COM DE	DE	2,087	$787.6k0.64%	0.64%	Reduced -5.3k	-5,342 -71.9%
33	ZOETIS INC CL A ZTS	ZTS	4,474	$778.4k0.63%	0.63%	Reduced -5.3k	-5,327 -54.4%
34	ISHARES TR RUSSELL 2000 ETF IWM	IWM	4,066	$718.6k0.58%	0.58%	Reduced -65	-65 -1.6%
35	QUALCOMM INC COM QCOM	QCOM	6,408	$711.7k0.58%	0.58%	Reduced -4.7k	-4,699 -42.3%
36	MERCK & CO INC COM MRK	MRK	6,755	$695.4k0.56%	0.56%	Reduced -13.2k	-13,248 -66.2%
37	ELI LILLY & CO COM LLY	LLY	1,217	$653.6k0.53%	0.53%	Reduced -1.7k	-1,742 -58.9%
38	SNOWFLAKE INC CL A SNOW	SNOW	4,192	$640.4k0.52%	0.52%	Reduced -3.5k	-3,503 -45.5%
39	AXON ENTERPRISE INC COM AXON	AXON	3,150	$626.8k0.51%	0.51%	Reduced -2.4k	-2,413 -43.4%
40	ISHARES TR MSCI EAFE ETF EFA	EFA	9,034	$622.6k0.50%	0.50%	Reduced -2.1k	-2,143 -19.2%
41	WISDOMTREE TR INTL QULTY DIV IQDG	IQDG	19,200	$614.8k0.50%	0.50%	Reduced -5.7k	-5,743 -23.0%
42	CLOUDFLARE INC CL A COM NET	NET	9,700	$611.5k0.49%	0.49%	Reduced -3.3k	-3,292 -25.3%
43	DISNEY WALT CO COM DIS	DIS	7,470	$605.4k0.49%	0.49%	Reduced -3.1k	-3,059 -29.1%
44	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	1,476	$603.9k0.49%	0.49%	Reduced -10.8k	-10,803 -88.0%
45	CISCO SYS INC COM CSCO	CSCO	10,983	$590.4k0.48%	0.48%	Reduced -29.0k	-28,974 -72.5%
46	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	5,705	$589.4k0.48%	0.48%	Reduced -5.0k	-5,025 -46.8%
47	PHILLIPS 66 COM PSX	PSX	4,905	$589.4k0.48%	0.48%	Reduced -5.4k	-5,360 -52.2%
48	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	12,280	$588.7k0.48%	0.48%	Reduced -626	-626 -4.8%
49	NEXTERA ENERGY INC COM NEE	NEE	9,278	$531.5k0.43%	0.43%	Reduced -16.3k	-16,315 -63.8%
50	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$531.5k0.43%	0.43%	Reduced -3	-3 -75.0%
51	CONOCOPHILLIPS COM COP	COP	4,400	$527.2k0.43%	0.43%	Added +145	+145 3.4%
52	MCDONALDS CORP COM MCD	MCD	1,980	$521.6k0.42%	0.42%	Reduced -4.3k	-4,283 -68.4%
53	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	5,772	$500.7k0.40%	0.40%	Added +3.4k	+3,353 138.6%
54	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	2,981	$499.0k0.40%	0.40%	New
55	ISHARES TR CORE S&P SCP ETF IJR	IJR	5,280	$498.0k0.40%	0.40%	Reduced -8.5k	-8,498 -61.7%
56	ALLIANT ENERGY CORP COM LNT	LNT	10,000	$484.5k0.39%	0.39%	Reduced -10.0k	-10,000 -50.0%
57	ARISTA NETWORKS INC COM COM		2,592	$476.7k0.39%	0.39%	Reduced -2.5k	-2,531 -49.4%
58	ROKU INC COM CL A ROKU	ROKU	6,626	$467.7k0.38%	0.38%	Reduced -9.0k	-8,984 -57.5%
59	PAYCHEX INC COM PAYX	PAYX	3,872	$446.6k0.36%	0.36%	Reduced -4.8k	-4,763 -55.2%
60	PAYPAL HLDGS INC COM PYPL	PYPL	7,541	$440.8k0.36%	0.36%	Reduced -6.1k	-6,083 -44.6%
61	ABBVIE INC COM ABBV	ABBV	2,937	$437.8k0.35%	0.35%	Reduced -11.6k	-11,606 -79.8%
62	PALO ALTO NETWORKS INC COM PANW	PANW	1,842	$431.8k0.35%	0.35%	Reduced -2.0k	-1,962 -51.6%
63	META PLATFORMS INC CL A META	META	1,397	$419.4k0.34%	0.34%	Reduced -3.4k	-3,406 -70.9%
64	PFIZER INC COM PFE	PFE	12,433	$412.4k0.33%	0.33%	Reduced -18.6k	-18,568 -59.9%
65	INTEL CORP COM INTC	INTC	11,436	$406.6k0.33%	0.33%	Reduced -15.7k	-15,704 -57.9%
66	CHEWY INC CL A CHWY	CHWY	21,907	$400.0k0.32%	0.32%	New
67	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	5,260	$398.9k0.32%	0.32%	Reduced -20.1k	-20,125 -79.3%
68	PINTEREST INC CL A PINS	PINS	14,260	$385.4k0.31%	0.31%	Reduced -5.1k	-5,090 -26.3%
69	TEXAS INSTRS INC COM TXN	TXN	2,337	$371.6k0.30%	0.30%	Reduced -1.7k	-1,681 -41.8%
70	DANAHER CORPORATION COM DHR	DHR	1,494	$370.7k0.30%	0.30%	Reduced -1.4k	-1,431 -48.9%
71	FAIR ISAAC CORP COM FICO	FICO	425	$369.1k0.30%	0.30%	Reduced -503	-503 -54.2%
72	COSTCO WHSL CORP NEW COM COST	COST	650	$367.5k0.30%	0.30%	Reduced -2.9k	-2,937 -81.9%
73	ATLASSIAN CORPORATION CL A TEAM	TEAM	1,800	$362.7k0.29%	0.29%	Reduced -1.6k	-1,620 -47.4%
74	INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM OMFL	OMFL	7,474	$342.6k0.28%	0.28%	New
75	BANK AMERICA CORP COM BAC	BAC	12,146	$332.6k0.27%	0.27%	Reduced -40.1k	-40,052 -76.7%
76	IQVIA HLDGS INC COM IQV	IQV	1,675	$329.6k0.27%	0.27%	Reduced -1.3k	-1,345 -44.5%
77	ISHARES TR S&P 500 GRWT ETF IVW	IVW	4,803	$328.6k0.27%	0.27%	Reduced -2.0k	-1,988 -29.3%
78	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	4,623	$327.1k0.26%	0.26%	Reduced -9.1k	-9,076 -66.2%
79	LOWES COS INC COM LOW	LOW	1,545	$321.1k0.26%	0.26%	Reduced -2.0k	-1,987 -56.3%
80	ONEOK INC NEW COM OKE	OKE	5,045	$320.0k0.26%	0.26%	Reduced -21.0k	-20,991 -80.6%
81	JOHNSON & JOHNSON COM JNJ	JNJ	1,964	$306.0k0.25%	0.25%	Reduced -10.9k	-10,871 -84.7%
82	BOEING CO COM BA	BA	1,566	$300.2k0.24%	0.24%	Reduced -1.6k	-1,559 -49.9%
83	ISHARES TR RUS 1000 ETF IWB	IWB	1,275	$299.5k0.24%	0.24%	Reduced -322	-322 -20.2%
84	CHEVRON CORP NEW COM CVX	CVX	1,729	$291.5k0.24%	0.24%	Reduced -5.3k	-5,278 -75.3%
85	UNITED PARCEL SERVICE INC CL B UPS	UPS	1,795	$279.8k0.23%	0.23%	Reduced -5.6k	-5,586 -75.7%
86	BP PLC SPONSORED ADR BP	BP	7,149	$276.8k0.22%	0.22%	Reduced -8.9k	-8,880 -55.4%
87	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,668	$273.4k0.22%	0.22%	Reduced -2.6k	-2,569 -60.6%
88	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	14,888	$263.4k0.21%	0.21%	Reduced -1.7k	-1,665 -10.1%
89	ALLSTATE CORP COM ALL	ALL	2,326	$259.1k0.21%	0.21%	Reduced -2.9k	-2,862 -55.2%
90	TARGET CORP COM TGT	TGT	2,341	$258.8k0.21%	0.21%	Reduced -8.0k	-8,005 -77.4%
91	CUMMINS INC COM CMI	CMI	1,121	$256.2k0.21%	0.21%	Reduced -865	-865 -43.5%
92	CANADIAN PACIFIC KANSAS CITY COM CP	CP	3,440	$256.0k0.21%	0.21%	Reduced -17.0k	-17,031 -83.2%
93	PRICE T ROWE GROUP INC COM TROW	TROW	2,329	$244.3k0.20%	0.20%	Reduced -2.0k	-1,964 -45.8%
94	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	4,485	$240.0k0.19%	0.19%	Unchanged
95	ETF SER SOLUTIONS CLEARSHS ULTRA OPER	OPER	2,378	$238.3k0.19%	0.19%	Reduced -212	-212 -8.2%
96	TESLA INC COM TSLA	TSLA	925	$231.5k0.19%	0.19%	Reduced -6.2k	-6,215 -87.0%
97	AGNICO EAGLE MINES LTD COM AEM	AEM	5,042	$229.1k0.19%	0.19%	Reduced -2.3k	-2,276 -31.1%
98	ULTA BEAUTY INC COM ULTA	ULTA	570	$227.7k0.18%	0.18%	Reduced -377	-377 -39.8%
99	AMGEN INC COM AMGN	AMGN	825	$221.6k0.18%	0.18%	Reduced -2.5k	-2,525 -75.4%
100	PIPER SANDLER COMPANIES COM PJC	PJC	1,500	$218.0k0.18%	0.18%	New

Sold out since Q2 2023

Security	Ticker	Shares held before	Value then
AMERICAN CENTY ETF TR AVUS	AVUS	254,076	$19.1m254.1k shares
INVESCO EXCHANGE TRADED FD T RSP	RSP	75,092	$11.2m75.1k shares
AMERICAN CENTY ETF TR AVDE	AVDE	195,614	$11.2m195.6k shares
SPDR SER TR FLRN	FLRN	297,991	$9.1m298.0k shares
VANGUARD INDEX FDS VTV	VTV	54,385	$7.7m54.4k shares
WISDOMTREE TR USFR	USFR	145,263	$7.3m145.3k shares
AMERICAN CENTY ETF TR AVUV	AVUV	76,157	$5.9m76.2k shares
PACER FDS TR PTLC	PTLC	105,346	$4.4m105.3k shares
LAM RESEARCH CORP		5,970	$3.8m6.0k shares
AMERICAN CENTY ETF TR AVEM	AVEM	69,852	$3.8m69.9k shares
EVERGY INC EVRG	EVRG	60,678	$3.5m60.7k shares
INVESCO EXCH TRADED FD TR II QQQM	QQQM	22,691	$3.4m22.7k shares
VANGUARD SPECIALIZED FUNDS VIG	VIG	19,372	$3.1m19.4k shares
ISHARES TR IVV	IVV	6,748	$3.0m6.7k shares
SELECT SECTOR SPDR TR XLI	XLI	27,357	$2.9m27.4k shares
SPDR SER TR SPTL	SPTL	93,967	$2.8m94.0k shares
VANGUARD WORLD FD VHT	VHT	11,365	$2.8m11.4k shares
AFLAC INC AFL	AFL	38,041	$2.7m38.0k shares
MOODYS CORP MCO	MCO	7,312	$2.5m7.3k shares
THERMO FISHER SCIENTIFIC INC TMO	TMO	4,844	$2.5m4.8k shares
DEXCOM INC DXCM	DXCM	18,906	$2.4m18.9k shares
SPDR SER TR SPTI	SPTI	79,551	$2.3m79.6k shares
PARKER-HANNIFIN CORP PH	PH	5,714	$2.2m5.7k shares
LKQ CORP LKQ	LKQ	37,766	$2.2m37.8k shares
INVESCO EXCH TRADED FD TR II SPLV	SPLV	33,430	$2.1m33.4k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	2,800	$1.2m2.8k shares	Reduced