V Wealth Advisors LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 2 quarters from 2016-03-31 to 2016-09-30, V Wealth Advisors LLC opened 15 positions, added to 71, reduced 57 and sold out of 12.
- Q3 2016: Stock WFC; Country of operation United States; Class COM; Shares before 44,414.
- Q3 2016: Stock GILD; Country of operation United States; Class COM; Shares before 27,015.
- Q3 2016: Stock SWKS; Country of operation United States; Class COM; Shares before 20,447.
- Q3 2016: Stock KR; Country of operation United States; Class COM; Shares before 57,752.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1661149), 2 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-28); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | WFC
WELLS FARGO & CO NEW | United States | COM | 44,414 | 5,742 | -38,672 | $2,099,000 | $251,000 | -$1,848,000 | 2016-10-28 |
|---|
| Q3 2016 | GILD
GILEAD SCIENCES INC | United States | COM | 27,015 | 9,576 | -17,439 | $2,282,000 | $760,000 | -$1,522,000 | 2016-10-28 |
|---|
| Q3 2016 | SWKS
SKYWORKS SOLUTIONS INC | United States | COM | 20,447 | 6,230 | -14,217 | $1,296,000 | $475,000 | -$821,000 | 2016-10-28 |
|---|
| Q3 2016 | KR
KROGER CO | United States | COM | 57,752 | 57,526 | -226 | $2,127,000 | $1,709,000 | -$418,000 | 2016-10-28 |
|---|
| Q3 2016 | FL
FOOT LOCKER INC | United States | COM | 31,271 | 30,859 | -412 | $1,711,000 | $2,090,000 | +$379,000 | 2016-10-28 |
|---|
| Q3 2016 | AAPL
APPLE INC | United States | COM | 60,367 | 54,076 | -6,291 | $5,770,000 | $6,121,000 | +$351,000 | 2016-10-28 |
|---|
| Q3 2016 | XOMXXXX
EXXON MOBIL CORP | | COM | 27,724 | 26,867 | -857 | $2,592,000 | $2,347,000 | -$245,000 | 2016-10-28 |
|---|
| Q3 2016 | T
AT&T INC | United States | COM | 48,382 | 47,471 | -911 | $2,094,000 | $1,918,000 | -$176,000 | 2016-10-28 |
|---|
| Q3 2016 | BAC
BANK AMER CORP | United States | COM | 76,335 | 73,539 | -2,796 | $1,011,000 | $1,150,000 | +$139,000 | 2016-10-28 |
|---|
| Q3 2016 | MO
ALTRIA GROUP INC | United States | COM | 5,738 | 5,289 | -449 | $397,000 | $335,000 | -$62,000 | 2016-10-28 |
|---|
| Q3 2016 | AMZN
AMAZON COM INC | United States | COM | 686 | 659 | -27 | $491,000 | $552,000 | +$61,000 | 2016-10-28 |
|---|
| Q3 2016 | LNC
LINCOLN NATL CORP IND | United States | COM | 12,628 | 11,843 | -785 | $496,000 | $557,000 | +$61,000 | 2016-10-28 |
|---|
| Q3 2016 | CHRW
C H ROBINSON WORLDWIDE INC | United States | COM NEW | 12,395 | 12,204 | -191 | $920,000 | $860,000 | -$60,000 | 2016-10-28 |
|---|
| Q3 2016 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 9,760 | 9,390 | -370 | $1,403,000 | $1,350,000 | -$53,000 | 2016-10-28 |
|---|
| Q3 2016 | LMT
LOCKHEED MARTIN CORP | United States | COM | 1,746 | 1,595 | -151 | $434,000 | $383,000 | -$51,000 | 2016-10-28 |
|---|
| Q3 2016 | MMM
3M CO | United States | COM | 1,742 | 1,453 | -289 | $306,000 | $256,000 | -$50,000 | 2016-10-28 |
|---|
| Q3 2016 | CAT
CATERPILLAR INC DEL | United States | COM | 4,648 | 4,564 | -84 | $355,000 | $405,000 | +$50,000 | 2016-10-28 |
|---|
| Q3 2016 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 8,176 | 7,862 | -314 | $1,036,000 | $993,000 | -$43,000 | 2016-10-28 |
|---|
| Q3 2016 | ARCC
ARES CAP CORP | United States | COM | 24,350 | 24,129 | -221 | $343,000 | $378,000 | +$35,000 | 2016-10-28 |
|---|
| Q3 2016 | PG
PROCTER AND GAMBLE CO | United States | COM | 10,355 | 10,073 | -282 | $874,000 | $907,000 | +$33,000 | 2016-10-28 |
|---|
| Q3 2016 | GOOG
ALPHABET INC | United States | CAP STK CL C | 398 | 391 | -7 | $274,000 | $303,000 | +$29,000 | 2016-10-28 |
|---|
| Q3 2016 | PM
PHILIP MORRIS INTL INC | United States | COM | 3,444 | 3,292 | -152 | $349,000 | $321,000 | -$28,000 | 2016-10-28 |
|---|
| Q3 2016 | SO
SOUTHERN CO | United States | COM | 4,725 | 4,429 | -296 | $254,000 | $227,000 | -$27,000 | 2016-10-28 |
|---|
| Q3 2016 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 10,399 | 10,383 | -16 | $306,000 | $287,000 | -$19,000 | 2016-10-28 |
|---|
| Q3 2016 | CVX
CHEVRON CORP NEW | United States | COM | 5,606 | 5,513 | -93 | $582,000 | $565,000 | -$17,000 | 2016-10-28 |
|---|
| Q3 2016 | V
VISA INC | United States | COM CL A | 8,910 | 8,171 | -739 | $660,000 | $675,000 | +$15,000 | 2016-10-28 |
|---|
| Q3 2016 | COP
CONOCOPHILLIPS | United States | COM | 10,915 | 10,763 | -152 | $476,000 | $468,000 | -$8,000 | 2016-10-28 |
|---|
| Q3 2016 | EMR
EMERSON ELEC CO | United States | COM | 4,955 | 4,848 | -107 | $258,000 | $264,000 | +$6,000 | 2016-10-28 |
|---|
| Q3 2016 | JPM
JPMORGAN CHASE & CO | United States | COM | 12,360 | 11,560 | -800 | $775,000 | $772,000 | -$3,000 | 2016-10-28 |
|---|
| Q3 2016 | PSX
PHILLIPS 66 | United States | COM | 3,093 | 3,054 | -39 | $247,000 | $244,000 | -$3,000 | 2016-10-28 |
|---|
| Q2 2016 | CHRW
C H ROBINSON WORLDWIDE INC | United States | COM NEW | 37,702 | 12,395 | -25,307 | $2,811,000 | $920,000 | -$1,891,000 | 2016-07-18 |
|---|
| Q2 2016 | AAPL
APPLE INC | United States | COM | 62,108 | 60,367 | -1,741 | $6,784,000 | $5,770,000 | -$1,014,000 | 2016-07-18 |
|---|
| Q2 2016 | ALK
ALASKA AIR GROUP INC | United States | COM | 31,200 | 28,835 | -2,365 | $2,568,000 | $1,679,000 | -$889,000 | 2016-07-18 |
|---|
| Q2 2016 | JPM
JPMORGAN CHASE & CO | United States | COM | 27,056 | 12,360 | -14,696 | $1,614,000 | $775,000 | -$839,000 | 2016-07-18 |
|---|
| Q2 2016 | FL
FOOT LOCKER INC | United States | COM | 31,743 | 31,271 | -472 | $2,100,000 | $1,711,000 | -$389,000 | 2016-07-18 |
|---|
| Q2 2016 | SWKS
SKYWORKS SOLUTIONS INC | United States | COM | 21,061 | 20,447 | -614 | $1,642,000 | $1,296,000 | -$346,000 | 2016-07-18 |
|---|
| Q2 2016 | XOMXXXX
EXXON MOBIL CORP | | COM | 27,898 | 27,724 | -174 | $2,354,000 | $2,592,000 | +$238,000 | 2016-07-18 |
|---|
| Q2 2016 | KR
KROGER CO | United States | COM | 61,598 | 57,752 | -3,846 | $2,342,000 | $2,127,000 | -$215,000 | 2016-07-18 |
|---|
| Q2 2016 | V
VISA INC | United States | COM CL A | 10,994 | 8,910 | -2,084 | $845,000 | $660,000 | -$185,000 | 2016-07-18 |
|---|
| Q2 2016 | NVDA
NVIDIA CORP | United States | COM | 24,603 | 22,194 | -2,409 | $877,000 | $1,044,000 | +$167,000 | 2016-07-18 |
|---|
| Q2 2016 | ET
ENERGY TRANSFER EQUITY L P | United States | COM UT LTD PTN | 20,053 | 19,032 | -1,021 | $136,000 | $272,000 | +$136,000 | 2016-07-18 |
|---|
| Q2 2016 | CBRE
CBRE GROUP INC | United States | CL A | 39,524 | 39,162 | -362 | $1,141,000 | $1,035,000 | -$106,000 | 2016-07-18 |
|---|
| Q2 2016 | CDW
CDW CORP | United States | COM | 37,434 | 36,994 | -440 | $1,556,000 | $1,476,000 | -$80,000 | 2016-07-18 |
|---|
| Q2 2016 | HAL
HALLIBURTON CO | United States | COM | 7,636 | 7,401 | -235 | $279,000 | $338,000 | +$59,000 | 2016-07-18 |
|---|
| Q2 2016 | MCD
MCDONALDS CORP | United States | COM | 3,300 | 3,013 | -287 | $419,000 | $360,000 | -$59,000 | 2016-07-18 |
|---|
| Q2 2016 | BAC
BANK AMER CORP | United States | COM | 78,342 | 76,335 | -2,007 | $1,053,000 | $1,011,000 | -$42,000 | 2016-07-18 |
|---|
| Q2 2016 | PHYS
SPROTT PHYSICAL GOLD TRUST | Canada | UNIT | 45,363 | 37,802 | -7,561 | $457,000 | $415,000 | -$42,000 | 2016-07-18 |
|---|
| Q2 2016 | BMY
BRISTOL MYERS SQUIBB CO | United States | COM | 4,326 | 4,270 | -56 | $274,000 | $314,000 | +$40,000 | 2016-07-18 |
|---|
| Q2 2016 | PFE
PFIZER INC | United States | COM | 9,079 | 8,814 | -265 | $272,000 | $311,000 | +$39,000 | 2016-07-18 |
|---|
| Q2 2016 | CVX
CHEVRON CORP NEW | United States | COM | 5,705 | 5,606 | -99 | $549,000 | $582,000 | +$33,000 | 2016-07-18 |
|---|
| Q2 2016 | LNC
LINCOLN NATL CORP IND | United States | COM | 12,945 | 12,628 | -317 | $524,000 | $496,000 | -$28,000 | 2016-07-18 |
|---|
| Q2 2016 | SBUX
STARBUCKS CORP | United States | COM | 3,804 | 3,580 | -224 | $228,000 | $206,000 | -$22,000 | 2016-07-18 |
|---|
| Q2 2016 | PEP
PEPSICO INC | United States | COM | 6,505 | 6,351 | -154 | $669,000 | $677,000 | +$8,000 | 2016-07-18 |
|---|
| Q2 2016 | CAT
CATERPILLAR INC DEL | United States | COM | 4,695 | 4,648 | -47 | $361,000 | $355,000 | -$6,000 | 2016-07-18 |
|---|
| Q2 2016 | KO
COCA COLA CO | United States | COM | 8,351 | 8,337 | -14 | $386,000 | $383,000 | -$3,000 | 2016-07-18 |
|---|
| Q2 2016 | PG
PROCTER & GAMBLE CO | United States | COM | 10,553 | 10,355 | -198 | $872,000 | $874,000 | +$2,000 | 2016-07-18 |
|---|
| Q2 2016 | FCX
FREEPORT-MCMORAN INC | United States | CL B | 17,817 | 16,680 | -1,137 | $184,000 | $184,000 | $0 | 2016-07-18 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |