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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
52
8
7
2
1
2
34
6
12
V WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings256

Total Value ($x1000)247,629
Activities
New74

Increased101

Unchanged16

Decreased65

Sold Out32

Top 10 Stock Holdingstotal 28.08%
SPY5.29

AAPL3.96

PTLC3.68

VOO3.03

USMV2.26

 
VTI2.12

MSFT2.05

QQQ1.93

CLYH1.89

AMZN1.87

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
5.29%
TR UNIT
AAPL
3.96%
COM
PTLC
3.68%
TRENDP 750 ETF
VOO
3.03%
SHS
USMV
2.26%
USA MIN VOL ETF
VTI
2.12%
TOTAL STK MKT
MSFT
2.05%
COM
QQQ
1.93%
UNIT SER 1
CLYH
1.89%
INT RT HD 10YR
AMZN
1.87%
COM
JPM
1.39%
COM
V
1.32%
COM CL A
HD
1.18%
COM
CSCO
1.07%
COM
IAU
1.07%
ISHARES
ZBRA
1.02%
CL A
BAC
0.94%
COM
GOOGL
0.94%
CAP STK CL A
LRCX
0.94%
COM
ON
0.94%
COM
LUV
0.89%
COM
AMGN
0.88%
COM
XOM
0.87%
COM
ZION
0.87%
COM
JPST
0.86%
ULTRA SHRT INC
CSX
0.83%
COM
CNC
0.83%
COM
BRK.B
0.81%
CL B NEW
CDL
0.8%
CEMP US LARGE CA
CMCSA
0.79%
CL A
PGR
0.79%
COM
WCG
0.78%
COM
UNH
0.76%
COM
UGI
0.75%
COM
FDX
0.7%
COM
PEP
0.69%
COM
UNP
0.68%
COM
PCY
0.68%
EMRNG MKT SVRG
FTSM
0.67%
FIRST TR ENH NEW
T
0.67%
COM
VIG
0.66%
DIV APP ETF
IWF
0.65%
RUS 1000 GRW ETF
SYK
0.6%
COM
SPHD
0.6%
S&P500 HDL VOL
IWD
0.59%
RUS 1000 VAL ETF
EDV
0.59%
EXTENDED DUR
IJR
0.55%
CORE S&P SCP ETF
CERN
0.54%
COM
STX
0.54%
SHS
CAT
0.53%
COM
TMO
0.53%
COM
PG
0.52%
COM
VZ
0.52%
COM
NOBL
0.51%
S&P 500 ARISTO
VXUS
0.5%
VG TL INTL STK F
VEA
0.5%
FTSE DEV MKT ETF
IVV
0.5%
CORE S&P500 ETF
JNJ
0.49%
COM
DIS
0.49%
COM DISNEY
TLT
0.48%
20+ YR TR BD ETF
IJH
0.47%
CORE S&P MCP ETF
AGG
0.46%
CORE TOTUSBD ETF
IEFA
0.45%
CORE MSCI EAFE
VWO
0.44%
FTSE EMR MKT ETF
RDIV
0.44%
ULTRA DIVID REV
DFS
0.44%
COM
BND
0.43%
TOTAL BND MRKT
TGT
0.43%
COM
RSP
0.42%
S&P500 EQL WGT
FDC
0.42%
CL A
ARCC
0.42%
COM
BA
0.39%
COM
GDXJ
0.38%
JR GOLD MINERS E
BP
0.37%
SPONSORED ADR
DE
0.36%
COM
KIE
0.36%
S&P INS ETF
CVX
0.36%
COM
WMT
0.35%
COM
CBSH
0.34%
COM
FAD
0.34%
COM SHS
GOOG
0.33%
CAP STK CL C
MDY
0.33%
UTSER1 S&PDCRP
CDW
0.33%
COM
ITOT
0.32%
CORE S&P TTL STK
SPLV
0.31%
S&P500 LOW VOL
IEMG
0.31%
CORE MSCI EMKT
PSX
0.31%
COM
CHRW
0.31%
COM NEW
VB
0.28%
SMALL CP ETF
HON
0.28%
COM
MCD
0.28%
COM
ELD
0.28%
EM LCL DEBT FD
VTIP
0.28%
STRM INFPROIDX
NFLX
0.28%
COM
GSY
0.28%
ULTRA SHRT DUR
SLV
0.28%
ISHARES
IWM
0.27%
RUSSELL 2000 ETF
SH
0.27%
SHORT S&P 500 NE
EVRG
0.26%
COM
COP
0.26%
COM
EMB
0.26%
JP MOR EM MK ETF
BRK.A
0.26%
CL A
LMT
0.25%
COM
EEM
0.24%
MSCI EMG MKT ETF
BBT
0.24%
COM
INTC
0.24%
COM
KO
0.23%
COM
UNVR
0.23%
COM
NURE
0.22%
SHORT TERM REIT
GLD
0.22%
GOLD SHS
FSIC
0.22%
COM
ABBV
0.22%
COM
MTUM
0.22%
MSCI USAMOMFCT
VLO
0.22%
COM
SBUX
0.22%
COM
EWZ
0.21%
MSCI BRZ CAP ETF
FB
0.21%
CL A
MMM
0.21%
COM
VFC
0.21%
COM
PFF
0.21%
U.S. PFD STK ETF
HYGH
0.2%
IT RT HDG HGYL
SCHB
0.2%
US BRD MKT ETF
TOT
0.2%
SPONSORED ADR
AMLP
0.2%
ALERIAN MLP
IWO
0.2%
RUS 2000 GRW ETF
IWN
0.2%
RUS 2000 VAL ETF
FTCS
0.2%
CAP STRENGTH ETF
FCG
0.19%
ISE REVERE NAT
URA
0.19%
GLOBAL X URANIUM
IR
0.19%
SHS
MRK
0.19%
COM
PTMC
0.19%
TRENDP 450 ETF
BDX
0.18%
COM
OKE
0.18%
COM
SDY
0.18%
S&P DIVID ETF
DUK
0.18%
COM NEW
IYH
0.17%
US HLTHCARE ETF
KOL
0.17%
COAL ETF
UPS
0.17%
CL B
NVDA
0.17%
COM
UTX
0.16%
COM
ITA
0.16%
U.S. AER&DEF ETF
EMR
0.16%
COM
USB
0.16%
COM NEW
GIB
0.16%
CL A SUB VTG
PFE
0.16%
COM
VUG
0.16%
GROWTH ETF
OLED
0.16%
COM
EFA
0.15%
MSCI EAFE ETF
FBT
0.15%
NY ARCA BIOTECH
GILD
0.15%
COM
MMP
0.15%
COM UNIT RP LP
ABT
0.15%
COM
SCIF
0.15%
INDIA SMALL CAP
LULU
0.15%
COM
CBG
0.15%
CL A
SCHX
0.14%
US LRG CAP ETF
ED
0.14%
COM
MA
0.14%
CL A
IWP
0.14%
RUS MD CP GR ETF
KSA
0.14%
MSCI SAUDI ARA
MAIN
0.14%
COM
NGE
0.14%
GBL X MSCI NIGER
WDC
0.14%
COM
NOC
0.13%
COM
QCOM
0.13%
COM
CL
0.13%
COM
ICLR
0.13%
SHS
GXC
0.13%
S&P CHINA ETF
MO
0.13%
COM
LRGF
0.13%
FCTSLC MSCI US
MINT
0.13%
ENHAN SHRT MAT
IWS
0.13%
RUS MDCP VAL ETF
PPA
0.12%
AEROSPACE DEFN
ASHS
0.12%
HRV CHINA SMCP
GM
0.12%
COM
EWH
0.12%
MSCI HONG KG ETF
PM
0.12%
COM
VNQ
0.12%
REIT ETF
IBM
0.12%
COM
FDN
0.12%
DJ INTERNT IDX
GE
0.12%
COM
EEMV
0.12%
EM MK MINVOL ETF
ACWV
0.12%
CNTRY MIN VL ETF
AMT
0.12%
COM
STZ
0.12%
CL A
IYW
0.12%
U.S. TECH ETF
EPD
0.11%
COM
EFAV
0.11%
EAFE MIN VOL ETF
ENZL
0.11%
NW ZEALND CP ETF
IWY
0.11%
RUS TP200 GR ETF
ES
0.11%
COM
DVY
0.11%
SELECT DIVID ETF
PWV
0.11%
DYNMC LRG VALU
VMW
0.11%
CL A COM
IWZ
0.11%
RUS 3000 GRW ETF
IAT
0.11%
US REGNL BKS ETF
BABA
0.1%
SPONSORED ADS
MSG
0.1%
CL A
SPR
0.1%
COM CL A
EMLC
0.1%
JP MORGAN MKTS
LQD
0.1%
IBOXX INV CP ETF
TDY
0.1%
COM
BFAM
0.1%
COM
AVGO
0.1%
COM
FDL
0.1%
SHS
WPC
0.1%
COM
MKC/V
0.1%
COM VTG
MASI
0.1%
COM
FCX
0.1%
COM
WFC
0.1%
COM
CSJ
0.1%
1-3 YR CR BD ETF
ZTS
0.1%
CL A
BLK
0.1%
COM
WING
0.1%
COM
EZA
0.09%
MSCI STH AFR ETF
ALL
0.09%
COM
XLF
0.09%
SBI INT-FINL
AEE
0.09%
COM
ETE
0.09%
COM UT LTD PTN
TRV
0.09%
COM
RPG
0.09%
S&P500 PUR GWT
PPG
0.09%
COM
NTR
0.09%
COM
CRM
0.09%
COM
ENSG
0.09%
COM
LLY
0.09%
COM
SRI
0.09%
COM
GLOB
0.09%
COM
WWE
0.09%
CL A
MRCY
0.09%
COM
SCHR
0.09%
INTRM TRM TRES
DWDP
0.09%
COM
POST
0.09%
COM
RS
0.08%
COM
TEAM
0.08%
CL A
LII
0.08%
COM
KMB
0.08%
COM
COPX
0.08%
GLOBAL X COPPER
MDT
0.08%
SHS
DECK
0.08%
COM
BURL
0.08%
COM
GLW
0.08%
COM
NUV
0.08%
COM
OIH
0.07%
OIL SVCS ETF
REMX
0.07%
RARE EARTH STRAT
EXG
0.05%
COM
VER
0.05%
COM
HDGE
0.05%
RANGER EQUITY BE
INVESCO ...
0.05%
COM
ETW
0.04%
COM
BDJ
0.04%
COM
SIRI
0.03%
COM
CHK
0.03%
COM
PSEC
0.01%
PRN
NAK
0.01%
COM NEW
ICVT
1.02%
CONV BD ETF
CFG
0.66%
COM
WBA
0.65%
COM
TBF
0.47%
SHRT 20+YR TRE
ELY
0.33%
COM
IDXX
0.3%
COM
ALGN
0.28%
COM
BBY
0.28%
COM
IEF
0.26%
7-10 Y TR BD ETF
DPZ
0.25%
COM
SBCF
0.24%
COMNEW
CARB
0.24%
COM
LH
0.24%
COM NEW
WP
0.23%
CL A
ANET
0.23%
COM
MPWR
0.22%
COM
RJF
0.21%
COM
XPO
0.19%
COM
AVAV
0.19%
COM
LPSN
0.17%
COM
MEOH
0.16%
COM
CE
0.15%
COM SER A
MOMO
0.14%
ADR
CBZ
0.13%
COM
SUI
0.12%
COM
FCF
0.12%
COM
UGA
0.12%
UNITS
VXF
0.11%
EXTEND MKT ETF
IRWD
0.11%
COM CL A
LOPE
0.11%
COM
BIIB
0.11%
COM
TQQQ
0.1%
ULTRAPRO QQQ