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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
45
7
6
2
3
0
23
4
13
V WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings214

Total Value ($x1000)196,613
Activities
New12

Increased94

Unchanged35

Decreased73

Sold Out26

Top 10 Stock Holdingstotal 28.53%
SPY5.18

PTLC4.63

AAPL3.49

VTI2.54

USMV2.45

 
VOO2.43

MSFT2.36

CLYH2.26

QQQ1.65

JPM1.54

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
5.18%
TR UNIT
PTLC
4.63%
TRENDP 750 ETF
AAPL
3.49%
COM
VTI
2.54%
TOTAL STK MKT
USMV
2.45%
USA MIN VOL ETF
VOO
2.43%
SHS
MSFT
2.36%
COM
CLYH
2.26%
INT RT HD 10YR
QQQ
1.65%
UNIT SER 1
JPM
1.54%
COM
V
1.33%
COM CL A
AMGN
1.27%
COM
CNC
1.25%
COM
GOOGL
1.2%
CAP STK CL A
UNH
1.2%
COM
HD
1.18%
COM
ZBRA
1.16%
CL A
ICVT
1.02%
CONV BD ETF
CSX
1.02%
COM
IJR
1.01%
CORE S&P SCP ETF
BRK.B
0.99%
CL B NEW
ZION
0.99%
COM
XOM
0.99%
COM
UGI
0.98%
COM
BAC
0.98%
COM
IAU
0.98%
ISHARES
LUV
0.96%
COM
WCG
0.91%
COM
CSCO
0.91%
COM
ON
0.88%
COM
T
0.85%
COM
LRCX
0.84%
COM
CMCSA
0.83%
CL A
RSP
0.81%
S&P500 EQL WGT
PGR
0.81%
COM
FDX
0.77%
COM
IWF
0.75%
RUS 1000 GRW ETF
PEP
0.71%
COM
UNP
0.7%
COM
IWD
0.7%
RUS 1000 VAL ETF
CDL
0.68%
CEMP US LARGE CA
CFG
0.66%
COM
VIG
0.66%
DIV APP ETF
WBA
0.65%
COM
CAT
0.62%
COM
VZ
0.62%
COM
CERN
0.62%
COM
TLT
0.61%
20+ YR TR BD ETF
IVV
0.61%
CORE S&P500 ETF
VXUS
0.6%
VG TL INTL STK F
STX
0.56%
SHS
JNJ
0.55%
COM
IEFA
0.54%
CORE MSCI EAFE
DFS
0.53%
COM
VEA
0.52%
FTSE DEV MKT ETF
GDXJ
0.52%
JR GOLD MINERS E
PG
0.51%
COM
RDIV
0.48%
ULTRA DIVID REV
TBF
0.47%
SHRT 20+YR TRE
ARCC
0.47%
COM
IJH
0.46%
CORE S&P MCP ETF
DIS
0.45%
COM DISNEY
TGT
0.44%
COM
FDC
0.44%
CL A
DE
0.44%
COM
CBSH
0.42%
COM
BP
0.4%
SPONSORED ADR
BA
0.39%
COM
ELD
0.39%
EM LCL DEBT FD
IEMG
0.39%
CORE MSCI EMKT
VTIP
0.38%
STRM INFPROIDX
VWO
0.38%
FTSE EMR MKT ETF
CHRW
0.37%
COM NEW
KIE
0.36%
S&P INS ETF
SLV
0.36%
ISHARES
WMT
0.36%
COM
CVX
0.36%
COM
MDY
0.36%
UTSER1 S&PDCRP
PSX
0.36%
COM
SPLV
0.34%
S&P500 LOW VOL
FAD
0.34%
COM SHS
GSY
0.34%
ULTRA SHRT DUR
CDW
0.33%
COM
ELY
0.33%
COM
COP
0.32%
COM
BRK.A
0.3%
CL A
IDXX
0.3%
COM
ITOT
0.29%
CORE S&P TTL STK
JPST
0.29%
ULTRA SHRT INC
ALGN
0.28%
COM
ABBV
0.28%
COM
MCD
0.28%
COM
BBY
0.28%
COM
GLD
0.27%
GOLD SHS
EVRG
0.27%
COM
BBT
0.26%
COM
IEF
0.26%
7-10 Y TR BD ETF
TOT
0.25%
SPONSORED ADR
NFLX
0.25%
COM
DPZ
0.25%
COM
MMM
0.25%
COM
SBCF
0.24%
COMNEW
AMLP
0.24%
ALERIAN MLP
KO
0.24%
COM
CARB
0.24%
COM
LH
0.24%
COM NEW
FCG
0.23%
ISE REVERE NAT
URA
0.23%
GLOBAL X URANIUM
WP
0.23%
CL A
IYH
0.23%
US HLTHCARE ETF
ANET
0.23%
COM
FBT
0.23%
NY ARCA BIOTECH
IWN
0.22%
RUS 2000 VAL ETF
MPWR
0.22%
COM
HON
0.22%
COM
IWO
0.22%
RUS 2000 GRW ETF
KOL
0.22%
COAL ETF
PTMC
0.21%
TRENDP 450 ETF
LMT
0.21%
COM
MRK
0.21%
COM
RJF
0.21%
COM
BDX
0.21%
COM
FTCS
0.21%
CAP STRENGTH ETF
VFC
0.2%
COM
GILD
0.2%
COM
ITA
0.2%
U.S. AER&DEF ETF
MTUM
0.2%
MSCI USAMOMFCT
SBUX
0.2%
COM
INTC
0.2%
COM
VLO
0.19%
COM
SDY
0.19%
S&P DIVID ETF
XPO
0.19%
COM
FB
0.19%
CL A
AVAV
0.19%
COM
MMP
0.19%
COM UNIT RP LP
FDL
0.19%
SHS
DUK
0.18%
COM NEW
MINT
0.18%
ENHAN SHRT MAT
PFE
0.18%
COM
USB
0.18%
COM NEW
VUG
0.17%
GROWTH ETF
FSIC
0.17%
COM
SCHB
0.17%
US BRD MKT ETF
LPSN
0.17%
COM
ED
0.17%
COM
NVDA
0.16%
COM
ICLR
0.16%
SHS
OKE
0.16%
COM
EMR
0.16%
COM
ABT
0.16%
COM
MEOH
0.16%
COM
UPS
0.16%
CL B
RPG
0.15%
S&P500 PUR GWT
IWP
0.15%
RUS MD CP GR ETF
IWM
0.15%
RUSSELL 2000 ETF
DWDP
0.15%
COM
CE
0.15%
COM SER A
UTX
0.14%
COM
GM
0.14%
COM
IWS
0.14%
RUS MDCP VAL ETF
LRGF
0.14%
FCTSLC MSCI US
MAIN
0.14%
COM
GE
0.14%
COM
MOMO
0.14%
ADR
IWZ
0.14%
RUS 3000 GRW ETF
WPC
0.14%
COM
EMLC
0.14%
JP MORGAN MKTS
FDN
0.14%
DJ INTERNT IDX
EPD
0.14%
COM
EEMV
0.14%
EM MK MINVOL ETF
EFAV
0.14%
EAFE MIN VOL ETF
EFA
0.13%
MSCI EAFE ETF
CBZ
0.13%
COM
DVY
0.13%
SELECT DIVID ETF
NOC
0.13%
COM
ACWV
0.13%
CNTRY MIN VL ETF
PWV
0.13%
DYNMC LRG VALU
SUI
0.12%
COM
IBM
0.12%
COM
UGA
0.12%
UNITS
IAT
0.12%
US REGNL BKS ETF
FCF
0.12%
COM
XLF
0.12%
SBI INT-FINL
CSJ
0.12%
1-3 YR CR BD ETF
CL
0.12%
COM
IYW
0.12%
U.S. TECH ETF
EEM
0.12%
MSCI EMG MKT ETF
PM
0.12%
COM
MKC/V
0.12%
COM VTG
VXF
0.11%
EXTEND MKT ETF
IRWD
0.11%
COM CL A
ETE
0.11%
COM UT LTD PTN
LOPE
0.11%
COM
WFC
0.11%
COM
AEE
0.11%
COM
SRI
0.11%
COM
PPA
0.11%
AEROSPACE DEFN
BIIB
0.11%
COM
OIH
0.11%
OIL SVCS ETF
NTR
0.1%
COM
VB
0.1%
SMALL CP ETF
TQQQ
0.1%
ULTRAPRO QQQ
ALL
0.1%
COM
FCX
0.1%
COM
NUV
0.09%
COM
HDGE
0.07%
RANGER EQUITY BE
ETW
0.07%
COM
EXG
0.06%
COM
VER
0.06%
COM
SIRI
0.05%
COM
BDJ
0.04%
COM
CHK
0.03%
COM
PSEC
0.01%
PRN
NAK
0.01%
COM NEW
AMZN
1.28%
COM
DHI
1.02%
COM
CMA
0.97%
COM
DXC
0.8%
COM
KSU
0.62%
COM NEW
FXY
0.49%
JAPANESE YEN
GOOG
0.32%
CAP STK CL C
BND
0.19%
TOTAL BND MRKT
SH
0.18%
SHORT S&P 500 NE
CCT
0.17%
COM
MOO
0.15%
AGRIBUSINESS ETF
MUB
0.14%
NAT AMT FREE BD
WDC
0.13%
COM
RWL
0.11%
LARGE CAP REV ET
VNQ
0.1%
REIT ETF
TRV
0.1%
COM
AMAT
0.1%
COM
CFFN
0.1%
COM
EMLC
0.1%
JP MORGAN MKTS
MDT
0.1%
SHS
PRSP
0.09%
COM
MO
0.09%
COM
KRE
0.09%
S&P REGL BKG
CVE
0.06%
COM
JPS
0.04%
COM
FGP
0.02%
UNIT LTD PART