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Visionary Wealth Advisors

Latest statistics and disclosures from Visionary Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AAPL, SCHF, MSFT, PWR, and represent 13.59% of Visionary Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: HTRB (+$11M), AVGO (+$11M), JNJ (+$6.6M), SPTI, JEPI, HELO, RDVY, UPS, MINT, PYLD.
Started 52 new stock positions in XSHQ, ADI, SF, AJUL, JNUG, APD, VST, Innovator Etfs Trust, GSC, DXYZ.
Reduced shares in these 10 stocks: UCON (-$13M), INTC, LFCR, CALF, FIXD, SRLN, MOAT, OCSL, NEE, HYGV.
Sold out of its positions in SDSI, BMY, CCL, CRWD, CYBN, GM, DIVS, ILCG, ACWI, GOVT. HSCZ, LFCR, MRNA, OCSL, SH, SQQQ, VIXY, RIOT, TDW, MGK, USVM, WBA.
Visionary Wealth Advisors was a net buyer of stock by $45M.
Visionary Wealth Advisors has $1.6B in assets under management (AUM), dropping by 7.43%.
Central Index Key (CIK): 0001802984

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Portfolio Holdings for Visionary Wealth Advisors

Visionary Wealth Advisors holds 534 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Visionary Wealth Advisors has 534 total positions. Only the first 250 positions are shown.

Sign up to view all of the Visionary Wealth Advisors Sept. 30, 2024 positions
Download the Visionary Wealth Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	3.1	$52M		90k	576.82	View chart
Apple (AAPL)	3.1	$51M		219k	233.00	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.5	$41M		1.0M	41.12	View chart
Microsoft Corporation (MSFT)	2.5	$41M		94k	430.30	View chart
Quanta Services (PWR)	2.4	$39M		131k	298.15	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.1	$35M	-3%	331k	104.18	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.7	$29M	+3%	436k	65.83	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.6	$26M	-6%	264k	96.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$24M		232k	101.27	View chart
Procter & Gamble Company (PG)	1.4	$23M		132k	173.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.3	$21M	+6%	282k	75.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$20M	-2%	54k	375.38	View chart
Cisco Systems (CSCO)	1.2	$20M	+2%	369k	53.22	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$18M	-4%	347k	51.50	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.1	$18M	-2%	423k	42.02	View chart
PAR Technology Corporation (PAR)	1.1	$18M		336k	52.08	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$17M		76k	225.76	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.0	$16M		325k	48.24	View chart
Johnson & Johnson (JNJ)	0.9	$15M	+80%	91k	162.06	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$14M	+32%	227k	59.51	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.8	$13M	+19%	369k	36.38	View chart
Wal-Mart Stores (WMT)	0.8	$13M	-3%	165k	80.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$13M	-2%	67k	198.06	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$13M		236k	55.63	View chart
JPMorgan Chase & Co. (JPM)	0.8	$13M	-4%	60k	210.86	View chart
Broadcom (AVGO)	0.8	$12M	+794%	72k	172.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$12M	+18%	26k	460.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$12M	-4%	69k	174.57	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.7	$12M	-16%	260k	45.24	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.7	$11M	+21%	245k	46.39	View chart
Chevron Corporation (CVX)	0.7	$11M	+8%	77k	147.27	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.7	$11M	NEW	322k	34.96	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$11M		327k	34.29	View chart
Abbvie (ABBV)	0.7	$11M		57k	197.48	View chart
Napco Security Systems (NSSC)	0.7	$11M		273k	40.46	View chart
NVIDIA Corporation (NVDA)	0.7	$11M	+11%	90k	121.44	View chart
United Parcel Service CL B (UPS)	0.7	$11M	+28%	80k	136.34	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$11M	-3%	57k	189.80	View chart
Home Depot (HD)	0.7	$11M	+4%	27k	405.19	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.6	$11M	-2%	63k	167.67	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$10M		224k	45.32	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.6	$10M		349k	28.74	View chart
Kinder Morgan (KMI)	0.6	$10M	+3%	452k	22.09	View chart
Ultralife (ULBI)	0.6	$10M		1.1M	9.04	View chart
Exxon Mobil Corporation (XOM)	0.6	$9.9M		84k	117.22	View chart
Amazon (AMZN)	0.6	$9.6M		52k	186.33	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$9.4M	-2%	324k	29.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$9.4M	+8%	18k	527.68	View chart
Qualcomm (QCOM)	0.6	$9.0M		53k	170.05	View chart
Altria (MO)	0.5	$8.9M	-7%	174k	51.04	View chart
Bank of New York Mellon Corporation (BK)	0.5	$8.9M	-6%	124k	71.86	View chart
Phillips 66 (PSX)	0.5	$8.9M	+10%	68k	131.45	View chart
Southern Company (SO)	0.5	$8.9M	-8%	98k	90.18	View chart
Verizon Communications (VZ)	0.5	$8.8M	+4%	196k	44.91	View chart
Lockheed Martin Corporation (LMT)	0.5	$8.7M	-3%	15k	584.58	View chart
CSP (CSPI)	0.5	$8.6M	+10%	664k	12.99	View chart
Nextera Energy (NEE)	0.5	$8.6M	-14%	101k	84.53	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.5	$8.5M		234k	36.44	View chart
Amgen (AMGN)	0.5	$8.4M		26k	322.21	View chart
Prudential Financial (PRU)	0.5	$8.2M	+3%	68k	121.10	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.5	$8.1M	+5%	196k	41.19	View chart
Pepsi (PEP)	0.5	$8.1M	+6%	48k	170.05	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$8.0M		21k	383.93	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$7.9M		95k	83.09	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$7.8M		29k	263.83	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.5	$7.7M		81k	94.61	View chart
Automatic Data Processing (ADP)	0.5	$7.7M	+3%	28k	276.73	View chart
GSK Sponsored Adr (GSK)	0.5	$7.5M	+14%	183k	40.88	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.5	$7.4M	-63%	296k	25.13	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$7.4M	+19%	111k	67.03	View chart
Coca-Cola Company (KO)	0.4	$7.3M		102k	71.86	View chart
Smucker J M Com New (SJM)	0.4	$7.2M	+11%	60k	121.10	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.4	$7.2M	+64%	117k	61.14	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$7.1M	+51%	70k	100.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$6.6M		78k	84.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$6.4M	+2%	32k	200.85	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$6.3M	-2%	61k	102.58	View chart
Pfizer (PFE)	0.4	$6.1M		211k	28.94	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.4	$5.9M	+15%	94k	62.67	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$5.9M	-2%	73k	80.37	View chart
Tesla Motors (TSLA)	0.4	$5.8M	-3%	22k	261.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$5.8M		60k	95.95	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$5.7M		115k	49.41	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$5.7M		65k	87.80	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.3	$5.6M	+61%	131k	42.51	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.3	$5.4M	+164%	186k	29.06	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$5.3M	-13%	22k	237.21	View chart
Meta Platforms Cl A (META)	0.3	$5.3M	-2%	9.2k	572.44	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$5.2M		83k	62.69	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.3	$5.0M		120k	41.96	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$4.7M	+8%	123k	38.08	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$4.6M		87k	52.98	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.3	$4.6M		60k	76.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$4.5M	-7%	9.3k	488.07	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$4.5M	-7%	14k	314.39	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$4.5M		72k	61.57	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$4.5M	+14%	95k	46.74	View chart
Vanguard World Health Car Etf (VHT)	0.3	$4.4M	-3%	15k	282.20	View chart
Emerson Electric (EMR)	0.3	$4.3M		39k	109.37	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.3	$4.3M	+23%	59k	72.37	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$4.2M		100k	41.69	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$4.2M		7.1k	586.56	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$4.1M	+85%	75k	54.93	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$4.0M	-2%	79k	51.04	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$4.0M	+5%	91k	44.12	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$4.0M		78k	51.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$4.0M		51k	78.05	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.2	$3.9M		196k	20.01	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.2	$3.9M	-15%	61k	64.07	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$3.7M	+4%	90k	41.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.7M	+13%	70k	52.81	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$3.7M		17k	220.05	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$3.6M		36k	97.79	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$3.5M	+9%	113k	30.83	View chart
Tidal Tr Ii Hilton Small-mid (SMCO)	0.2	$3.5M	-8%	139k	24.90	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$3.4M	+122%	39k	87.74	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$3.4M		9.9k	340.48	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.2	$3.3M		174k	19.20	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.2	$3.3M	-10%	89k	36.84	View chart
Vanguard World Industrial Etf (VIS)	0.2	$3.3M		13k	260.07	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$3.3M		120k	27.01	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$3.2M		35k	90.80	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$3.1M		19k	166.82	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.2	$3.1M	+5%	59k	51.96	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$3.1M	+38%	62k	49.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$3.0M		18k	167.19	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$3.0M	-9%	5.2k	573.71	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.0M	-12%	58k	51.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.9M		18k	165.85	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$2.9M		59k	49.40	View chart
Ea Series Trust Strive Us Energy (DRLL)	0.2	$2.9M		102k	28.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.9M	+9%	13k	220.89	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$2.8M		31k	91.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$2.8M		42k	67.85	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$2.8M	+6%	81k	34.59	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$2.8M	NEW	47k	59.21	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$2.7M	-2%	18k	154.02	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$2.7M	-12%	36k	76.70	View chart
Rollins (ROL)	0.2	$2.7M		54k	50.58	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$2.7M	-2%	19k	142.04	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.2	$2.7M	+10%	105k	25.75	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.2	$2.7M	+10%	84k	31.58	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$2.7M	-35%	32k	83.75	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$2.6M	-7%	50k	52.86	View chart
Ea Series Trust Strive Us Semico (SHOC)	0.2	$2.6M	-5%	55k	46.81	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.2	$2.6M		115k	22.40	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$2.5M	+45%	54k	47.12	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.2	$2.5M		119k	21.37	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$2.5M	-9%	34k	72.97	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$2.5M	-2%	12k	218.48	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.5M	-31%	5.1k	493.81	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$2.5M	+3%	53k	46.16	View chart
Costco Wholesale Corporation (COST)	0.1	$2.5M		2.8k	886.50	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.4M		53k	45.89	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.4M	+50%	25k	98.10	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$2.4M	+38%	219k	11.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.4M	+6%	29k	83.63	View chart
RBB Motley Fol Etf (TMFC)	0.1	$2.3M	-12%	42k	56.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$2.3M	+3%	8.3k	283.16	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$2.3M	NEW	87k	26.65	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.3M	+2%	21k	107.65	View chart
Agnico (AEM)	0.1	$2.3M		28k	80.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$2.3M	+2%	59k	38.53	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$2.2M		20k	110.47	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.2M		7.8k	283.99	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.2M	-4%	20k	108.63	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$2.1M	-31%	23k	91.81	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$2.1M		30k	70.61	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.1M	+8%	56k	37.56	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$2.1M	-5%	35k	59.24	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$2.1M		38k	53.63	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$2.0M	+10%	46k	44.67	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.1	$2.0M	-12%	43k	47.35	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$2.0M	+11%	21k	99.16	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$2.0M	+6%	39k	52.13	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$2.0M		14k	145.39	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$2.0M		39k	50.50	View chart
Oracle Corporation (ORCL)	0.1	$2.0M	-3%	12k	170.41	View chart
Centene Corporation (CNC)	0.1	$2.0M		26k	75.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.0M		17k	116.96	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.0M		8.0k	243.48	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.1	$1.9M	+35%	88k	21.96	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.9M	-4%	9.3k	206.58	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$1.9M	-56%	41k	46.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$1.9M		53k	36.04	View chart
AutoZone (AZO)	0.1	$1.9M		605.00	3150.04	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$1.8M	+8%	17k	104.67	View chart
Bank of America Corporation (BAC)	0.1	$1.8M		45k	39.68	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$1.8M		22k	81.78	View chart
International Paper Company (IP)	0.1	$1.8M	-2%	36k	48.85	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$1.7M	NEW	33k	53.04	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.7M		11k	151.62	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$1.7M	-51%	41k	41.76	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$1.7M	-12%	18k	93.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$1.7M	-5%	48k	35.24	View chart
Global X Fds Global X Uranium (URA)	0.1	$1.7M	+15%	58k	28.61	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$1.6M	-2%	21k	78.91	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.6M	+14%	19k	83.15	View chart
Ea Series Trust Strive Emerging (STXE)	0.1	$1.6M	+29%	52k	30.34	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$1.6M	-2%	17k	90.40	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.6M		19k	80.78	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.5M		43k	36.13	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$1.5M		13k	114.53	View chart
Advanced Micro Devices (AMD)	0.1	$1.5M		9.3k	164.08	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.5M		5.7k	267.36	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.5M		21k	71.73	View chart
McDonald's Corporation (MCD)	0.1	$1.5M		4.9k	304.50	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.5M	+3%	24k	63.00	View chart
Eli Lilly & Co. (LLY)	0.1	$1.5M	-20%	1.7k	885.67	View chart
Honeywell International (HON)	0.1	$1.5M	-2%	7.1k	206.71	View chart
Servicenow (NOW)	0.1	$1.5M		1.6k	894.39	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.4M	NEW	18k	79.42	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.1	$1.4M	-9%	12k	120.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$1.4M		58k	24.25	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$1.4M	+2%	18k	79.46	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$1.4M		45k	30.78	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$1.4M		52k	26.14	View chart
Merck & Co (MRK)	0.1	$1.3M	-6%	12k	113.56	View chart
Zurn Water Solutions Corp Zws (ZWS)	0.1	$1.3M	-2%	37k	35.94	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$1.3M	-17%	22k	60.96	View chart
Visa Com Cl A (V)	0.1	$1.3M	-5%	4.7k	274.97	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$1.3M	-11%	57k	22.72	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.3M	+2%	96k	13.43	View chart
MercadoLibre (MELI)	0.1	$1.3M		617.00	2053.57	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.1	$1.3M	NEW	29k	43.29	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$1.2M	+10%	44k	28.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.2M	+2%	13k	97.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.2M	+7%	9.8k	125.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.2M	-34%	5.0k	243.06	View chart
The Trade Desk Com Cl A (TTD)	0.1	$1.2M	-4%	11k	109.65	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$1.2M	+35%	15k	82.94	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$1.2M	+2%	13k	95.50	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.1	$1.2M	+71%	10k	119.78	View chart
Boeing Company (BA)	0.1	$1.2M	-24%	7.8k	152.04	View chart
Kraneshares Trust Mount Lucas Etf (KMLM)	0.1	$1.2M	+15%	40k	29.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.1M	+31%	6.3k	179.15	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$1.1M	-3%	22k	50.50	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.1M		6.3k	179.29	View chart
Vanguard World Utilities Etf (VPU)	0.1	$1.1M	-31%	6.3k	174.05	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.1	$1.1M	+35%	38k	28.98	View chart
Union Pacific Corporation (UNP)	0.1	$1.1M	-2%	4.4k	246.46	View chart
Cambria Etf Tr Glb Asset Allo (GAA)	0.1	$1.1M	+11%	37k	29.70	View chart
Caterpillar (CAT)	0.1	$1.1M	-9%	2.7k	391.15	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.1M	-10%	18k	57.53	View chart
Microstrategy Cl A New (MSTR)	0.1	$1.0M	+1087%	6.2k	168.59	View chart
Global X Fds Global X Copper (COPX)	0.1	$1.0M	+7%	22k	47.27	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.0M	+2%	26k	39.82	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.0M	+22%	4.2k	245.42	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.0M		3.2k	326.77	View chart
Occidental Petroleum Corporation (OXY)	0.1	$1.0M	+2%	20k	51.54	View chart

Past Filings by Visionary Wealth Advisors

SEC 13F filings are viewable for Visionary Wealth Advisors going back to 2019

Visionary Wealth Advisors 2024 Q3 filed Nov. 12, 2024
Visionary Wealth Advisors 2024 Q2 filed Aug. 13, 2024
Visionary Wealth Advisors 2024 Q1 filed May 15, 2024
Visionary Wealth Advisors 2023 Q4 filed Feb. 14, 2024
Visionary Wealth Advisors 2023 Q3 filed Nov. 13, 2023
Visionary Wealth Advisors 2023 Q2 filed Aug. 11, 2023
Visionary Wealth Advisors 2023 Q1 filed May 15, 2023
Visionary Wealth Advisors 2023 Q1 restated filed May 15, 2023
Visionary Wealth Advisors 2022 Q4 filed Feb. 14, 2023
Visionary Wealth Advisors 2022 Q3 filed Nov. 14, 2022
Visionary Wealth Advisors 2022 Q2 filed Aug. 12, 2022
Visionary Wealth Advisors 2022 Q1 filed May 12, 2022
Visionary Wealth Advisors 2021 Q4 filed Feb. 14, 2022
Visionary Wealth Advisors 2021 Q3 filed Nov. 12, 2021
Visionary Wealth Advisors 2021 Q2 filed Aug. 13, 2021
Visionary Wealth Advisors 2021 Q1 filed May 18, 2021

View all past filings

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