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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
47
9
7
3
4
0
25
5
12
V WEALTH MANAGEMENT LLC

Time Period2018-09-30

Total Holdings228

Total Value ($x1000)216,440
Activities
New47

Increased104

Unchanged20

Decreased57

Sold Out19

Top 10 Stock Holdingstotal 27.32%
PTLC4.98

AAPL4.67

SPY4.12

RSP3.03

VTI2.84

 
MSFT1.76

QQQ1.76

CNC1.48

V1.4

AMZN1.28

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
PTLC
4.98%
TRENDP 750 ETF
AAPL
4.67%
COM
SPY
4.12%
TR UNIT
RSP
3.03%
S&P500 EQL WGT
VTI
2.84%
TOTAL STK MKT
MSFT
1.76%
COM
QQQ
1.76%
UNIT SER 1
CNC
1.48%
COM
V
1.4%
COM CL A
AMZN
1.28%
COM
AMGN
1.21%
COM
HD
1.2%
COM
UNH
1.16%
COM
IJR
1.14%
CORE S&P SCP ETF
WCG
1.13%
COM
XOM
1.09%
COM
CSX
1.09%
COM
FDX
1.06%
COM
ZION
1.05%
COM
LH
1.02%
COM NEW
ON
1.02%
COM
DHI
1.02%
COM
CMA
0.97%
COM
BAC
0.96%
COM
GOOGL
0.94%
CAP STK CL A
ICVT
0.92%
CONV BD ETF
JPM
0.91%
COM
CSCO
0.89%
COM
UGI
0.89%
COM
LRCX
0.87%
COM
CFG
0.86%
COM
PGR
0.85%
COM
BRK.B
0.84%
CL B NEW
IWF
0.82%
RUS 1000 GRW ETF
IAU
0.81%
ISHARES
DXC
0.8%
COM
STX
0.8%
SHS
FDC
0.79%
CL A
T
0.79%
COM
DFS
0.77%
COM
IWD
0.72%
RUS 1000 VAL ETF
UNP
0.69%
COM
VXUS
0.67%
VG TL INTL STK F
CERN
0.67%
COM
CAT
0.66%
COM
IVV
0.66%
CORE S&P500 ETF
PEP
0.64%
COM
VIG
0.64%
DIV APP ETF
KSU
0.62%
COM NEW
VEA
0.58%
FTSE DEV MKT ETF
IEFA
0.54%
CORE MSCI EAFE
TGT
0.51%
COM
JNJ
0.51%
COM
RDIV
0.49%
ULTRA DIVID REV
FXY
0.49%
JAPANESE YEN
IJH
0.47%
CORE S&P MCP ETF
HDGE
0.45%
RANGER EQUITY BE
VZ
0.45%
COM
TBF
0.43%
SHRT 20+YR TRE
ARCC
0.43%
COM
LUV
0.42%
COM
FAD
0.42%
COM SHS
DIS
0.41%
COM DISNEY
CBSH
0.41%
COM
PG
0.41%
COM
CHRW
0.4%
COM NEW
ITOT
0.4%
CORE S&P TTL STK
IEMG
0.39%
CORE MSCI EMKT
GDXJ
0.39%
JR GOLD MINERS E
DE
0.38%
COM
MDY
0.38%
UTSER1 S&PDCRP
TLT
0.38%
20+ YR TR BD ETF
BP
0.38%
SPONSORED ADR
CDW
0.37%
COM
VWO
0.37%
FTSE EMR MKT ETF
KIE
0.36%
S&P INS ETF
BA
0.36%
COM
VTIP
0.36%
STRM INFPROIDX
COP
0.35%
COM
FB
0.33%
CL A
CVX
0.33%
COM
VOO
0.33%
SHS
PSX
0.33%
COM
GOOG
0.32%
CAP STK CL C
IEF
0.32%
7-10 Y TR BD ETF
CMCSA
0.32%
CL A
ELD
0.31%
EM LCL DEBT FD
NFLX
0.31%
COM
SPLV
0.3%
S&P500 LOW VOL
SLV
0.3%
ISHARES
ELY
0.3%
COM
BRK.A
0.3%
CL A
WMT
0.28%
COM
FTCS
0.27%
CAP STRENGTH ETF
TOT
0.27%
SPONSORED ADR
GILD
0.27%
COM
HON
0.27%
COM
BBT
0.27%
COM
IDXX
0.27%
COM
ZBRA
0.27%
CL A
ABBV
0.26%
COM
BBY
0.26%
COM
ALGN
0.26%
COM
NVDA
0.25%
COM
VFC
0.24%
COM
EVRG
0.24%
COM
USMV
0.24%
USA MIN VOL ETF
MMM
0.24%
COM
IWN
0.23%
RUS 2000 VAL ETF
VLO
0.23%
COM
IWO
0.23%
RUS 2000 GRW ETF
URA
0.23%
GLOBAL X URANIUM
DPZ
0.22%
COM
ITA
0.22%
U.S. AER&DEF ETF
SBCF
0.22%
COMNEW
GLD
0.22%
GOLD SHS
CARB
0.22%
COM
AMLP
0.22%
ALERIAN MLP
BDX
0.21%
COM
KOL
0.21%
COAL ETF
IYH
0.21%
US HLTHCARE ETF
MCD
0.21%
COM
WP
0.21%
CL A
PTMC
0.21%
TRENDP 450 ETF
ANET
0.21%
COM
FBT
0.2%
NY ARCA BIOTECH
MPWR
0.2%
COM
LMT
0.2%
COM
EMR
0.19%
COM
RJF
0.19%
COM
PFE
0.19%
COM
GE
0.19%
COM
FCG
0.19%
ISE REVERE NAT
MTUM
0.19%
MSCI USAMOMFCT
MMP
0.19%
COM UNIT RP LP
BND
0.19%
TOTAL BND MRKT
SH
0.18%
SHORT S&P 500 NE
USB
0.18%
COM NEW
KO
0.18%
COM
VUG
0.18%
GROWTH ETF
MRK
0.18%
COM
FDL
0.18%
SHS
XPO
0.18%
COM
OKE
0.18%
COM
AVAV
0.18%
COM
SCHB
0.18%
US BRD MKT ETF
UPS
0.17%
CL B
ICLR
0.17%
SHS
DWDP
0.17%
COM
LRGF
0.17%
FCTSLC MSCI US
SBUX
0.17%
COM
CCT
0.17%
COM
UTX
0.17%
COM
RPG
0.16%
S&P500 PUR GWT
EFA
0.15%
MSCI EAFE ETF
ABT
0.15%
COM
IWP
0.15%
RUS MD CP GR ETF
LPSN
0.15%
COM
MOO
0.15%
AGRIBUSINESS ETF
NOC
0.15%
COM
GSY
0.15%
ULTRA SHRT DUR
ED
0.14%
COM
JPST
0.14%
ULTRA SHRT INC
MEOH
0.14%
COM
IWS
0.14%
RUS MDCP VAL ETF
IWM
0.14%
RUSSELL 2000 ETF
MUB
0.14%
NAT AMT FREE BD
DUK
0.14%
COM NEW
FDN
0.14%
DJ INTERNT IDX
IAT
0.14%
US REGNL BKS ETF
CE
0.14%
COM SER A
XLF
0.13%
SBI INT-FINL
CSJ
0.13%
1-3 YR CR BD ETF
WDC
0.13%
COM
MOMO
0.13%
ADR
GM
0.13%
COM
EPD
0.13%
COM
VXF
0.13%
EXTEND MKT ETF
CL
0.13%
COM
PWV
0.13%
DYNMC LRG VALU
IYW
0.13%
U.S. TECH ETF
EFAV
0.12%
EAFE MIN VOL ETF
PM
0.12%
COM
INTC
0.12%
COM
CBZ
0.12%
COM
FSIC
0.12%
COM
WFC
0.12%
COM
EEM
0.12%
MSCI EMG MKT ETF
VB
0.12%
SMALL CP ETF
IBM
0.11%
COM
NTR
0.11%
COM
RWL
0.11%
LARGE CAP REV ET
SUI
0.11%
COM
ALL
0.11%
COM
UGA
0.11%
UNITS
FCF
0.11%
COM
SDY
0.11%
S&P DIVID ETF
PPA
0.11%
AEROSPACE DEFN
IWZ
0.1%
RUS 3000 GRW ETF
IRWD
0.1%
COM CL A
LOPE
0.1%
COM
VNQ
0.1%
REIT ETF
TRV
0.1%
COM
FCX
0.1%
COM
MKC/V
0.1%
COM VTG
AMAT
0.1%
COM
SRI
0.1%
COM
BIIB
0.1%
COM
CFFN
0.1%
COM
EMLC
0.1%
JP MORGAN MKTS
MDT
0.1%
SHS
TQQQ
0.09%
ULTRAPRO QQQ
DVY
0.09%
SELECT DIVID ETF
PRSP
0.09%
COM
ACWV
0.09%
CNTRY MIN VL ETF
MO
0.09%
COM
AEE
0.09%
COM
KRE
0.09%
S&P REGL BKG
EXG
0.08%
COM
ETW
0.06%
COM
CVE
0.06%
COM
CHK
0.05%
COM
VER
0.05%
COM
BDJ
0.05%
COM
JPS
0.04%
COM
SIRI
0.04%
COM
FGP
0.02%
UNIT LTD PART
PSEC
0.01%
PRN
LEA
1.63%
COM NEW
CTSH
1.37%
CL A
MGA
1.13%
COM
CC
0.98%
COM
PAYC
0.39%
COM
TWTR
0.22%
COM
LII
0.2%
COM
BOFI
0.17%
COM
ETFC
0.16%
COM NEW
KFY
0.14%
COM NEW
FVD
0.13%
SHS
DO
0.13%
COM
NUS
0.13%
CL A
RDC
0.12%
SHS CL A
CIB
0.12%
SPON ADR PREF
SNE
0.12%
ADR NEW
BNDX
0.12%
INTL BD IDX ETF
MS
0.12%
COM NEW
ATNM
0.03%
COM