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Institutional Investment Manager
V WEALTH MANAGEMENT,LLC
V WEALTH MANAGEMENT,LLC (CIK: 0001661149). Institutional holdings reported to the SEC.
Institutional Holdings (2016Q2)
Original 13F HR (0001607045-16-000061) filed in 2016.07.18
#
Name
Shares
Value ($)
%
Options
Notes
101 ISHARES TR 5,235 349 0.29%
102 PHILIP MORRIS INTL INC 3,444 349 0.29%
103 FIRST TR EXCHANGE TRADED FD 14,532 345 0.28%
104 ISHARES RUSSELL 2000 GROWTH ETF 2,501 344 0.28%
105 ARES CAPITAL CORP 24,350 343 0.28%
106 ISHARES TR 2,930 342 0.28%
107 HALLIBURTON CO 7,401 338 0.28%
108 ISHARES TR 2,176 325 0.27%
109 GLOBAL X GLOBAL X COPPER ETF 20,391 323 0.26%
110 BRISTOL MYERS SQUIBB CO 4,270 314 0.26%
111 SPDR SER TR 3,742 313 0.26%
112 V F CORP 5,067 312 0.26%
113 PFIZER INC 8,814 311 0.25%
114 MERCK & CO INC 5,319 307 0.25%
115 3M CO 1,742 306 0.25%
116 ENTERPRISE PRODS PARTNERS L 10,399 306 0.25%
117 ADVISORSHARES TR 27,980 297 0.24%
118 SPDR SERIES TRUST PRTFLO S&P500 GW ETF 2,931 296 0.24%
119 SPDR SERIES TRUST 2,867 288 0.24%
120 FACEBOOK INC 2,504 288 0.24%
121 TOTAL S A 5,765 275 0.23%
122 ALPHABET INC 398 274 0.22%
123 ENERGY TRANSFER L P 19,032 272 0.22%
124 VANGUARD INDEX FDS 2,520 270 0.22%
125 WAL-MART STORES INC 3,666 269 0.22%
126 ISHARES TR 2,083 267 0.22%
127 ISHARES TR 1,565 264 0.22%
128 SCHWAB U.S. BROAD MARKET ETF 5,117 258 0.21%
129 UNITED STATES OIL FUND LP 22,319 258 0.21%
130 EMERSON ELEC CO 4,955 258 0.21%
131 ISHARES 20 YEAR TREASURY BOND ETF 1,825 254 0.21%
132 SOUTHERN CO 4,725 254 0.21%
133 ISHARES 4,887 253 0.21%
134 ISHARES 8,107 250 0.20%
135 PACER FDS TR 10,070 247 0.20%
136 PHILLIPS 66 3,093 247 0.20%
137 WISDOMTREE TR 6,484 244 0.20%
138 DOW CHEM CO 4,806 239 0.20%
139 SELECT SECTOR SPDR TR 3,320 238 0.20%
140 POWERSHARES ETF TRUST 7,618 235 0.19%
141 ISHARES RUSSELL 3000 ETF 1,890 234 0.19%
142 SILVER WHEATON CORP 9,500 227 0.19%
143 GENERAL MTRS CO 7,941 225 0.18%
144 CONSOLIDATED EDISON INC 2,800 224 0.18%
145 POWERSHARES ETF TRUST 2,306 224 0.18%
146 DUKE ENERGY CORP NEW 2,530 222 0.18%
147 AMGEN INC 1,457 222 0.18%
148 ISHARES TR 856 220 0.18%
149 BERKSHIRE HATHAWAY INC DEL 1 217 0.18%
150 AMEREN CORP 3,931 210 0.17%
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