0001661149-23-000005.txt : 20231115
0001661149-23-000005.hdr.sgml : 20231115
20231115101043
ACCESSION NUMBER: 0001661149-23-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231115
DATE AS OF CHANGE: 20231115
EFFECTIVENESS DATE: 20231115
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: V Wealth Advisors LLC
CENTRAL INDEX KEY: 0001661149
IRS NUMBER: 264711671
STATE OF INCORPORATION: KS
FISCAL YEAR END: 1215
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17411
FILM NUMBER: 231409353
BUSINESS ADDRESS:
STREET 1: 6800 COLLEGE BLVD., SUITE 630
CITY: OVERLAND PARK
STATE: KS
ZIP: 66211
BUSINESS PHONE: 913-827-4600
MAIL ADDRESS:
STREET 1: 6800 COLLEGE BLVD., SUITE 630
CITY: OVERLAND PARK
STATE: KS
ZIP: 66211
FORMER COMPANY:
FORMER CONFORMED NAME: V Wealth Management,LLC
DATE OF NAME CHANGE: 20151215
13F-HR
1
primary_doc.xml
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13F-HR
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0001661149
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09-30-2023
09-30-2023
false
V Wealth Advisors LLC
6800 College Blvd., Suite 630
Overland Park
KS
66211
13F HOLDINGS REPORT
028-17411
000153278
801-71232
N
Brett Lange
Chief Compliance Officer
913-827-4600
/s/ Brett Lange
Overland Park
KS
11-15-2023
0
137
124817933
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287Y109
437793
2937
SH
SOLE
2937
0
0
ABRDN GOLD ETF TRUST
PHYSCL GOLD SHS
00326A104
263369
14888
SH
SOLE
14888
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
802716
7807
SH
SOLE
7807
0
0
AGNICO EAGLE MINES LTD
COM
008474108
229149
5042
SH
SOLE
5041
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
500663
5772
SH
SOLE
5772
0
0
ALLIANT ENERGY CORP
COM
018802108
484500
10000
SH
SOLE
10000
0
0
ALLSTATE CORP
COM
020002101
259140
2326
SH
SOLE
2326
0
0
ALPHABET INC
CAP STK CL C
02079K107
826831
6271
SH
SOLE
6271
0
0
ALPHABET INC
CAP STK CL A
02079K305
1423626
10879
SH
SOLE
10879
0
0
AMAZON COM INC
COM
023135106
5414295
42592
SH
SOLE
42592
0
0
AMAZON COM INC
COM
023135106
228562
1798
SH
SOLE
0
0
1798
AMERICAN CENTY ETF TR
US QUALITY GROW
025072307
215809
3202
SH
SOLE
0
0
3202
AMGEN INC
COM
031162100
221060
823
SH
SOLE
822
0
0
AMGEN INC
COM
031162100
538
2
SH
SOLE
0
0
2
APPLE INC
COM
037833100
494856
2890
SH
SOLE
0
0
2890
APPLE INC
COM
037833100
9409319
54958
SH
SOLE
54957
0
0
ARISTA NETWORKS INC
COM
040413106
476747
2592
SH
SOLE
2592
0
0
ATLASSIAN CORPORATION
CL A
049468101
362718
1800
SH
SOLE
1800
0
0
AXON ENTERPRISE INC
COM
05464C101
626819
3150
SH
SOLE
3150
0
0
BANK AMERICA CORP
COM
060505104
332560
12146
SH
SOLE
12146
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
531477
1
SH
SOLE
1
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3112065
8884
SH
SOLE
8884
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
66557
190
SH
SOLE
20
0
170
BLUE OWL CAPITAL CORPORATION
COM
69121K104
180951
13065
SH
SOLE
0
0
13065
BOEING CO
COM
097023105
300171
1566
SH
SOLE
1566
0
0
BP PLC
SPONSORED ADR
055622104
276796
7149
SH
SOLE
7148
0
0
CADENCE DESIGN SYSTEM INC
COM
127387108
1413063
6031
SH
SOLE
6031
0
0
CANADIAN PACIFIC KANSAS CITY
COM
13646K108
148671
1998
SH
SOLE
0
0
1998
CANADIAN PACIFIC KANSAS CITY
COM
13646K108
107299
1442
SH
SOLE
1442
0
0
CATERPILLAR INC
COM
149123101
820252
3005
SH
SOLE
3004
0
0
CHEVRON CORP NEW
COM
166764100
291528
1729
SH
SOLE
1728
0
0
CHEWY INC
CL A
16679L109
400022
21907
SH
SOLE
21907
0
0
CISCO SYS INC
COM
17275R102
2580
48
SH
SOLE
0
0
48
CISCO SYS INC
COM
17275R102
587863
10935
SH
SOLE
10934
0
0
CLOUDFLARE INC
CL A COM
18915M107
611488
9700
SH
SOLE
9700
0
0
CONOCOPHILLIPS
COM
20825C104
527180
4400
SH
SOLE
4400
0
0
COSTCO WHSL CORP NEW
COM
22160K105
367474
650
SH
SOLE
650
0
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
498960
2981
SH
SOLE
2981
0
0
CUMMINS INC
COM
231021106
256198
1121
SH
SOLE
1121
0
0
DANAHER CORPORATION
COM
235851102
370733
1494
SH
SOLE
1494
0
0
DEERE & CO
COM
244199105
787592
2087
SH
SOLE
2087
0
0
DISNEY WALT CO
COM
254687106
600175
7405
SH
SOLE
7405
0
0
DISNEY WALT CO
COM
254687106
5268
65
SH
SOLE
0
0
65
ELI LILLY & CO
COM
532457108
653591
1217
SH
SOLE
1216
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
204904
7486
SH
SOLE
7486
0
0
ETF SER SOLUTIONS
CLEARSHS ULTRA
26922A453
238287
2378
SH
SOLE
2378
0
0
EXXON MOBIL CORP
COM
30231G102
109349
930
SH
SOLE
0
0
930
EXXON MOBIL CORP
COM
30231G102
874913
7441
SH
SOLE
7441
0
0
FAIR ISAAC CORP
COM
303250104
369125
425
SH
SOLE
425
0
0
FIDELITY COMWLTH TR
NASDAQ COMPSIT
315912808
214199
4120
SH
SOLE
4120
0
0
HOME DEPOT INC
COM
437076102
1637197
5418
SH
SOLE
5418
0
0
INTEL CORP
COM
458140100
406556
11436
SH
SOLE
11436
0
0
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
46138J619
317350
6923
SH
SOLE
6923
0
0
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
46138J619
25266
551
SH
SOLE
0
0
551
INVESCO QQQ TR
UNIT SER 1
46090E103
13260
37
SH
SOLE
0
0
37
INVESCO QQQ TR
UNIT SER 1
46090E103
4340005
12114
SH
SOLE
12113
0
0
IQVIA HLDGS INC
COM
46266C105
329556
1675
SH
SOLE
1675
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
498017
5280
SH
SOLE
5279
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
12753
84
SH
SOLE
0
0
84
ISHARES TR
CORE US AGGBD ET
464287226
3071355
32660
SH
SOLE
32660
0
0
ISHARES TR
MSCI EAFE ETF
464287465
622618
9034
SH
SOLE
9033
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
328621
4803
SH
SOLE
4803
0
0
ISHARES TR
RUS 1000 ETF
464287622
299451
1275
SH
SOLE
1274
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
718580
4066
SH
SOLE
4065
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
202248
1332
SH
SOLE
1332
0
0
JOHNSON & JOHNSON
COM
478160104
467
3
SH
SOLE
0
0
3
JOHNSON & JOHNSON
COM
478160104
305498
1961
SH
SOLE
1961
0
0
JPMORGAN CHASE & CO
COM
46625H100
1737639
11982
SH
SOLE
11982
0
0
JPMORGAN CHASE & CO
COM
46625H100
725
5
SH
SOLE
0
0
5
LOWES COS INC
COM
548661107
831
4
SH
SOLE
0
0
4
LOWES COS INC
COM
548661107
320297
1541
SH
SOLE
1541
0
0
LULULEMON ATHLETICA INC
COM
550021109
1537041
3986
SH
SOLE
3986
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
1685236
4257
SH
SOLE
4256
0
0
MCDONALDS CORP
COM
580135101
527
2
SH
SOLE
0
0
2
MCDONALDS CORP
COM
580135101
521079
1978
SH
SOLE
1977
0
0
MERCK & CO INC
COM
58933Y105
626018
6081
SH
SOLE
6080
0
0
MERCK & CO INC
COM
58933Y105
69388
674
SH
SOLE
0
0
674
META PLATFORMS INC
CL A
30303M102
391774
1305
SH
SOLE
1305
0
0
META PLATFORMS INC
CL A
30303M102
27619
92
SH
SOLE
0
0
92
MICROSOFT CORP
COM
594918104
11860
38
SH
SOLE
0
0
38
MICROSOFT CORP
COM
594918104
5923649
18761
SH
SOLE
18760
0
0
NETFLIX INC
COM
64110L106
1204922
3191
SH
SOLE
3191
0
0
NEXTERA ENERGY INC
COM
65339F101
531529
9278
SH
SOLE
9277
0
0
NVIDIA CORPORATION
COM
67066G104
5576251
12819
SH
SOLE
12819
0
0
OLD DOMINION FREIGHT LINE IN
COM
679580100
603891
1476
SH
SOLE
1476
0
0
ONEOK INC NEW
COM
682680103
320004
5045
SH
SOLE
5045
0
0
ORACLE CORP
COM
68389X105
1966613
18567
SH
SOLE
18566
0
0
PALO ALTO NETWORKS INC
COM
697435105
431838
1842
SH
SOLE
1842
0
0
PAYCHEX INC
COM
704326107
446558
3872
SH
SOLE
3872
0
0
PAYPAL HLDGS INC
COM
70450Y103
440847
7541
SH
SOLE
7541
0
0
PEPSICO INC
COM
713448108
1122843
6627
SH
SOLE
6626
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0
PFIZER INC
COM
717081103
39439
1189
SH
SOLE
0
0
1189
PFIZER INC
COM
717081103
372958
11244
SH
SOLE
11243
0
0
PGIM ETF TR
PGIM ULTRA SH BD
69344A107
1167082
23582
SH
SOLE
23582
0
0
PGIM ETF TR
PGIM ULTRA SH BD
69344A107
88085
1780
SH
SOLE
0
0
1780
PHILLIPS 66
COM
718546104
588398
4897
SH
SOLE
4897
0
0
PHILLIPS 66
COM
718546104
961
8
SH
SOLE
0
0
8
PINTEREST INC
CL A
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385448
14260
SH
SOLE
14260
0
0
PIPER SANDLER COMPANIES
COM
724078100
217965
1500
SH
SOLE
1500
0
0
PPG INDS INC
COM
693506107
519
4
SH
SOLE
0
0
4
PPG INDS INC
COM
693506107
875086
6742
SH
SOLE
6741
0
0
PRICE T ROWE GROUP INC
COM
74144T108
244252
2329
SH
SOLE
2329
0
0
PROCTER AND GAMBLE CO
COM
742718109
1673654
11474
SH
SOLE
11474
0
0
QUALCOMM INC
COM
747525103
711715
6408
SH
SOLE
6408
0
0
ROKU INC
COM CL A
77543R102
467729
6626
SH
SOLE
6626
0
0
SALESFORCE INC
COM
79466L302
1334292
6580
SH
SOLE
6580
0
0
SCHWAB STRATEGIC TR
INT-TRM U.S TRES
808524854
588703
12280
SH
SOLE
12280
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
327123
4623
SH
SOLE
4623
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
33222
258
SH
SOLE
26
0
232
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
140160
855
SH
SOLE
855
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
172343
1339
SH
SOLE
1338
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
133282
813
SH
SOLE
0
0
813
SERVICENOW INC
COM
81762P102
210169
376
SH
SOLE
376
0
0
SNOWFLAKE INC
CL A
833445109
640412
4192
SH
SOLE
4192
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
853118
2547
SH
SOLE
2547
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1196944
2800
SH
Put
SOLE
0
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
20866548
48813
SH
SOLE
48812
0
0
TARGET CORP
COM
87612E106
258790
2341
SH
SOLE
2340
0
0
TESLA INC
COM
88160R101
17515
70
SH
SOLE
0
0
70
TESLA INC
COM
88160R101
213938
855
SH
SOLE
855
0
0
TEXAS INSTRS INC
COM
882508104
371568
2337
SH
SOLE
2336
0
0
TIDAL ETF TR
ATAC US ROTATION
886364843
1102113
72116
SH
SOLE
72116
0
0
ULTA BEAUTY INC
COM
90384S303
227687
570
SH
SOLE
570
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
623
4
SH
SOLE
0
0
4
UNITED PARCEL SERVICE INC
CL B
911312106
279163
1791
SH
SOLE
1791
0
0
VANECK ETF TRUST
MRNGSTR WDE MOAT
92189F643
166263
2192
SH
SOLE
2192
0
0
VANECK ETF TRUST
MRNGSTR WDE MOAT
92189F643
232677
3068
SH
SOLE
0
0
3068
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
88877
226
SH
SOLE
0
0
226
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1916575
9023
SH
SOLE
9023
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
325296
1531
SH
SOLE
0
0
1531
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1780348
4534
SH
SOLE
4533
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
240037
4485
SH
SOLE
4485
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
589441
5705
SH
SOLE
5705
0
0
VISA INC
COM CL A
92826C839
2691282
11701
SH
SOLE
11700
0
0
WALMART INC
COM
931142103
3025383
18917
SH
SOLE
18916
0
0
WISDOMTREE TR
INTL QULTY DIV
97717X131
614785
19200
SH
SOLE
19200
0
0
ZOETIS INC
CL A
98978V103
778387
4474
SH
SOLE
4474
0
0