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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 AAPL, SCHG, IVV, PWR, MSFT, and represent 14.63% of Visionary Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$44M), SPYV (+$17M), SCHF (+$16M), MINT (+$7.2M), SCHA (+$7.1M), PWR (+$6.2M), GSEW (+$5.2M), SCHM (+$5.1M), SCHD, XSMO.
Started 38 new stock positions in MRVL, BNOV, FPE, QBUF, ARCC, IONQ, BBHY, NSC, GPIQ, ZROZ.
Reduced shares in these 10 stocks: XLK (-$6.9M), XLF (-$5.2M), , VCR, VHT, VGT, FIXD, UPS, FTSL, VIS.
Sold out of its positions in BABA, Arista Networks, BP, BlackRock, XONE, BRSP, CLF, CCI, DXYZ, D.
Visionary Wealth Advisors was a net buyer of stock by $132M.
Visionary Wealth Advisors has $1.7B in assets under management (AUM), dropping by 3.79%.
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 December 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 Dec. 31, 2024 positions
Download the Visionary Wealth Advisors December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.2	$54M		217k	250.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.1	$53M	+474%	1.9M	27.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$52M		89k	588.68	View chart
Quanta Services (PWR)	2.8	$48M	+14%	151k	316.05	View chart
Microsoft Corporation (MSFT)	2.5	$42M	+6%	101k	421.50	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.0	$35M	+86%	1.9M	18.50	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.7	$30M	+2%	446k	66.77	View chart
PAR Technology Corporation (PAR)	1.6	$28M	+12%	379k	72.67	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.4	$24M		259k	92.72	View chart
Cisco Systems (CSCO)	1.4	$23M	+6%	392k	59.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$23M		236k	96.90	View chart
Procter & Gamble Company (PG)	1.3	$22M		132k	167.65	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$22M		54k	401.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$20M		282k	71.91	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.1	$19M	+659%	378k	51.14	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.1	$18M	+4%	442k	41.40	View chart
Broadcom (AVGO)	1.0	$17M		72k	231.84	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$16M	+79%	622k	25.86	View chart
Wal-Mart Stores (WMT)	0.9	$15M		162k	90.35	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.8	$14M	+101%	142k	100.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$14M	+8%	72k	195.83	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$14M	+8%	245k	57.53	View chart
JPMorgan Chase & Co. (JPM)	0.8	$14M	-2%	59k	239.71	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$14M	+5%	249k	55.66	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.8	$13M	-12%	285k	46.07	View chart
Johnson & Johnson (JNJ)	0.8	$13M		91k	144.62	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$13M	+14%	373k	34.59	View chart
Amazon (AMZN)	0.8	$13M	+13%	59k	219.39	View chart
NVIDIA Corporation (NVDA)	0.7	$13M	+4%	95k	134.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$12M	+3%	27k	453.28	View chart
Kinder Morgan (KMI)	0.7	$12M		451k	27.40	View chart
CSP (CSPI)	0.7	$12M	+15%	767k	16.07	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$12M	+2%	71k	169.30	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.7	$12M	-10%	331k	35.85	View chart
Napco Security Systems (NSSC)	0.7	$12M	+19%	326k	35.56	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.7	$11M		247k	45.62	View chart
Chevron Corporation (CVX)	0.7	$11M		77k	144.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$11M	+15%	21k	538.82	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.6	$11M		323k	33.33	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$11M	-39%	46k	232.52	View chart
Home Depot (HD)	0.6	$11M		27k	388.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$10M		56k	185.13	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.6	$10M	+42%	167k	62.04	View chart
Abbvie (ABBV)	0.6	$10M	+2%	58k	177.70	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.6	$9.8M	+34%	399k	24.65	View chart
Ultralife (ULBI)	0.6	$9.6M	+17%	1.3M	7.45	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.6	$9.4M		348k	27.02	View chart
Bank of New York Mellon Corporation (BK)	0.5	$9.3M	-2%	121k	76.83	View chart
Altria (MO)	0.5	$9.1M		175k	52.29	View chart
Exxon Mobil Corporation (XOM)	0.5	$9.0M		84k	107.57	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$9.0M	-11%	55k	161.77	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$8.6M		322k	26.63	View chart
Tesla Motors (TSLA)	0.5	$8.5M	-5%	21k	403.83	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.5	$8.3M	+4%	205k	40.48	View chart
Qualcomm (QCOM)	0.5	$8.2M		54k	153.62	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$8.2M	-4%	20k	410.45	View chart
Southern Company (SO)	0.5	$8.1M		99k	82.32	View chart
Automatic Data Processing (ADP)	0.5	$8.1M		28k	292.73	View chart
Verizon Communications (VZ)	0.5	$8.1M	+2%	201k	39.99	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.5	$8.1M	-27%	187k	42.97	View chart
Prudential Financial (PRU)	0.5	$8.0M		68k	118.53	View chart
Phillips 66 (PSX)	0.5	$7.8M		68k	113.93	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$7.8M	+195%	280k	27.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$7.7M		29k	264.13	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$7.6M	-7%	215k	35.26	View chart
United Parcel Service CL B (UPS)	0.4	$7.6M	-25%	60k	126.10	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$7.6M	+3%	84k	90.42	View chart
Nextera Energy (NEE)	0.4	$7.3M		102k	71.69	View chart
Lockheed Martin Corporation (LMT)	0.4	$7.3M		15k	485.93	View chart
Pepsi (PEP)	0.4	$7.1M		47k	152.06	View chart
Amgen (AMGN)	0.4	$7.0M	+3%	27k	260.64	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$6.9M		113k	61.37	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$6.7M	+57%	150k	44.87	View chart
Coca-Cola Company (KO)	0.4	$6.7M	+5%	108k	62.26	View chart
Smucker J M Com New (SJM)	0.4	$6.7M		61k	110.12	View chart
GSK Sponsored Adr (GSK)	0.4	$6.5M	+5%	193k	33.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$6.5M	+208%	239k	27.32	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$6.3M	+3%	64k	98.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$6.1M	+12%	25k	240.28	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.3	$5.9M	+10%	145k	40.57	View chart
Pfizer (PFE)	0.3	$5.8M	+3%	219k	26.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$5.8M	-13%	27k	210.45	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$5.7M		59k	96.53	View chart
Emerson Electric (EMR)	0.3	$5.7M	+16%	46k	123.93	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$5.6M	-47%	117k	48.33	View chart
Meta Platforms Cl A (META)	0.3	$5.6M	+3%	9.5k	585.49	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$5.5M	+185%	209k	26.07	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.3	$5.4M	-3%	91k	60.04	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.3	$5.2M	NEW	68k	77.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$5.2M	+9%	10k	511.25	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.3	$5.0M	+22%	99k	50.85	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$5.0M		82k	61.34	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$5.0M	+13%	140k	35.48	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.3	$5.0M	+2%	61k	81.03	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.3	$5.0M		120k	41.33	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$4.8M	+16%	117k	40.92	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.3	$4.7M	-9%	169k	27.88	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$4.5M		88k	51.73	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.3	$4.5M	+15%	90k	50.14	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$4.5M	-3%	14k	322.17	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$4.4M	-21%	91k	48.67	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.3	$4.3M	+1025%	177k	24.38	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.3	$4.3M	NEW	65k	66.11	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.2	$4.2M	+5%	62k	68.47	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$4.2M	-24%	49k	85.66	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.2	$4.2M	+6%	209k	19.84	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$4.1M		92k	44.91	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$4.1M		72k	57.31	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$4.1M	+81%	77k	53.05	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$4.1M	+4%	17k	235.27	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.2	$4.0M	NEW	152k	25.93	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$3.9M	-7%	69k	56.38	View chart
Tidal Tr Ii Hilton Small-mid (SMCO)	0.2	$3.8M	+6%	148k	25.43	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$3.7M	+4%	94k	39.39	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.2	$3.7M	+9%	97k	37.80	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$3.6M	+3%	116k	31.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.6M	+9%	76k	47.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$3.6M	+5%	19k	190.44	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$3.6M	+19%	74k	48.42	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$3.6M	+17%	70k	51.01	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$3.5M	+3%	40k	86.89	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$3.5M	-2%	50k	70.28	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$3.5M	+24%	73k	48.29	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$3.5M	+16%	141k	24.86	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$3.5M		36k	95.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$3.3M		18k	189.30	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$3.3M	+19%	261k	12.71	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$3.1M	+2%	36k	87.82	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$3.1M	+217%	132k	23.18	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$3.1M		19k	164.17	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$3.0M	+34%	117k	25.92	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$3.0M	+8%	51k	59.14	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$3.0M	+2%	40k	74.02	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$3.0M	+4%	14k	220.96	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.2	$2.9M	+11%	117k	25.25	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$2.9M	-3%	5.0k	586.09	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$2.9M		58k	50.13	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.9M	+9%	5.5k	526.53	View chart
RBB Motley Fol Etf (TMFC)	0.2	$2.9M	+13%	47k	60.12	View chart
Ea Series Trust Strive Us Energy (DRLL)	0.2	$2.8M		103k	27.27	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.2	$2.8M		86k	32.30	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$2.7M	-2%	30k	88.79	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$2.7M	+2%	35k	75.53	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$2.6M	+246%	39k	67.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.6M	+7%	8.9k	289.82	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.2	$2.6M	+340%	119k	21.55	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$2.5M		36k	70.71	View chart
Agnico (AEM)	0.1	$2.5M	+13%	32k	78.21	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$2.5M	-23%	132k	18.87	View chart
Microstrategy Cl A New (MSTR)	0.1	$2.5M	+37%	8.6k	289.60	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$2.5M	+43%	47k	52.77	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$2.5M	+2%	55k	45.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.4M	+11%	32k	75.61	View chart
Rollins (ROL)	0.1	$2.4M	-3%	52k	46.35	View chart
Costco Wholesale Corporation (COST)	0.1	$2.3M	-9%	2.5k	916.41	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.2M		7.7k	287.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$2.2M	-5%	56k	39.09	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.1	$2.2M	+17%	104k	20.79	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.1M		20k	106.55	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$2.1M	-46%	33k	63.30	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.1	$2.1M	+4%	45k	46.00	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$2.1M		20k	100.77	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.0M		21k	96.83	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$2.0M		30k	68.19	View chart
Enterprise Products Partners (EPD)	0.1	$2.0M	+476%	65k	31.36	View chart
International Paper Company (IP)	0.1	$2.0M	+2%	37k	53.82	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$2.0M	-7%	19k	106.55	View chart
Ea Series Trust Strive Us Semico (SHOC)	0.1	$2.0M	-21%	43k	45.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.0M	+2%	17k	115.22	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$2.0M	+98%	76k	25.83	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.0M	-3%	7.7k	253.74	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$2.0M		34k	57.32	View chart
Oracle Corporation (ORCL)	0.1	$2.0M		12k	166.64	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.9M	-3%	37k	51.99	View chart
AutoZone (AZO)	0.1	$1.9M		605.00	3202.00	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.9M	+54%	149k	12.99	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$1.9M		52k	36.80	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.9M	+798%	16k	115.55	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.9M	-25%	14k	132.10	View chart
Bank of America Corporation (BAC)	0.1	$1.9M	-5%	42k	43.95	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$1.9M	-23%	91k	20.45	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$1.8M		42k	44.01	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$1.8M	-23%	89k	20.84	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$1.8M		18k	104.88	View chart
Servicenow (NOW)	0.1	$1.8M	+2%	1.7k	1060.12	View chart
Vanguard World Utilities Etf (VPU)	0.1	$1.8M	+70%	11k	163.42	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$1.8M		22k	80.66	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.8M	+73%	9.5k	184.89	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.7M		9.3k	187.51	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.7M	+5%	22k	75.63	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$1.7M	+3%	19k	90.35	View chart
Eli Lilly & Co. (LLY)	0.1	$1.7M	+28%	2.2k	772.05	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.6M	-14%	47k	34.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$1.6M	-6%	44k	35.91	View chart
Honeywell International (HON)	0.1	$1.6M		7.0k	225.88	View chart
Global X Fds Global X Uranium (URA)	0.1	$1.6M	+2%	59k	26.78	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$1.6M	-35%	35k	45.20	View chart
Visa Com Cl A (V)	0.1	$1.6M	+5%	5.0k	316.02	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.6M		5.6k	280.06	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.5M	-14%	9.7k	159.53	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.5M	+8%	19k	78.01	View chart
McDonald's Corporation (MCD)	0.1	$1.5M	+4%	5.2k	289.89	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$1.5M	-6%	20k	76.61	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.5M	-42%	18k	80.27	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$1.5M	+8%	49k	29.84	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.1	$1.5M	NEW	32k	46.08	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$1.5M		13k	109.20	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.1	$1.4M	+69%	31k	46.14	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.4M	-3%	20k	70.00	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$1.4M		18k	80.20	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.4M		24k	57.41	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.1	$1.4M		12k	118.38	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$1.4M	+3%	54k	24.99	View chart
Boeing Company (BA)	0.1	$1.3M		7.6k	177.00	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$1.3M	+2%	22k	60.47	View chart
Advanced Energy Industries (AEIS)	0.1	$1.3M	NEW	12k	115.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$1.3M		58k	22.79	View chart
The Trade Desk Com Cl A (TTD)	0.1	$1.3M	+2%	11k	117.53	View chart
Norfolk Southern (NSC)	0.1	$1.3M	NEW	5.6k	234.70	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$1.3M	+25%	191k	6.82	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$1.3M	+12%	50k	26.16	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$1.3M		15k	87.90	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.1	$1.3M	+46%	59k	21.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.3M		9.9k	128.62	View chart
Merck & Co (MRK)	0.1	$1.3M	+5%	13k	99.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.2M	-71%	2.0k	621.86	View chart
Occidental Petroleum Corporation (OXY)	0.1	$1.2M	+26%	25k	49.41	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.1	$1.2M		29k	42.35	View chart
salesforce (CRM)	0.1	$1.2M	+13%	3.7k	334.33	View chart
MercadoLibre (MELI)	0.1	$1.2M	+16%	720.00	1701.59	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.2M	+110%	46k	26.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.2M	+6%	14k	89.08	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.1	$1.2M	+22%	46k	25.98	View chart
Advanced Micro Devices (AMD)	0.1	$1.2M	+6%	9.8k	120.79	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$1.2M		13k	93.68	View chart
Kraneshares Trust Mount Lucas Etf (KMLM)	0.1	$1.1M	+2%	41k	28.10	View chart
Zurn Water Solutions Corp Zws (ZWS)	0.1	$1.1M	-17%	31k	37.30	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$1.1M	-39%	28k	40.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.1M	+2%	6.5k	175.23	View chart
Fs Kkr Capital Corp (FSK)	0.1	$1.1M	+37%	52k	21.72	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.1M		6.2k	178.08	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$1.1M	-47%	12k	91.43	View chart
Cambria Etf Tr Glb Asset Allo (GAA)	0.1	$1.1M	+3%	38k	28.62	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$1.1M	+96%	41k	26.19	View chart
Vanguard World Industrial Etf (VIS)	0.1	$1.1M	-66%	4.2k	254.41	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.1M		3.2k	334.25	View chart
First Mid Ill Bancshares (FMBH)	0.1	$1.0M	+11%	28k	36.82	View chart
Amplify Etf Tr Cwp Growth & Inc (QDVO)	0.1	$1.0M	NEW	38k	26.80	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$1.0M	-8%	21k	49.84	View chart
Goldman Sachs Etf Tr Small Cap Core E (GSC)	0.1	$1.0M	+41%	20k	51.26	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 Q4 filed Feb. 14, 2025
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

View all past filings

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