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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, MSFT, SCHF, SCHG, and represent 13.78% of Visionary Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$9.2M), JGLO, JEPI, AAPL, AVIG, MSFT, LMT, BRK.B, KMI, GSK.
Started 37 new stock positions in SH, MSFO, FSK, FLJP, VTIP, ACWX, AON, FTSL, SPMO, BITX.
Reduced shares in these 10 stocks: QQQM (-$6.0M), TLT, , USB, UCON, CVS, GOVT, SCHG, , IEFA.
Sold out of its positions in C, ED, FXH, FPEI, FTSM, DIVI, FLIA, EQWL, JEMA, INDS. PLNT, SMDV, SWK, MMM, ITM, JRVR.
Visionary Wealth Advisors was a net buyer of stock by $40M.
Visionary Wealth Advisors has $1.5B in assets under management (AUM), dropping by 3.25%.
Central Index Key (CIK): 0001802984

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Portfolio Holdings for Visionary Wealth Advisors

Visionary Wealth Advisors holds 504 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Visionary Wealth Advisors has 504 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	3.2	$49M		89k	547.23	View chart
Apple (AAPL)	3.1	$47M	+7%	222k	210.62	View chart
Microsoft Corporation (MSFT)	2.7	$42M	+8%	93k	446.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.6	$39M		1.0M	38.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.3	$35M	-4%	342k	100.84	View chart
Quanta Services (PWR)	2.2	$34M		133k	254.09	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.7	$26M	+6%	420k	62.84	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.6	$24M	-2%	282k	86.61	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$22M		230k	97.07	View chart
Procter & Gamble Company (PG)	1.4	$22M		131k	164.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$20M		56k	364.51	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	1.3	$20M	-12%	812k	24.45	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$19M	-4%	265k	72.05	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.2	$18M	+2%	432k	41.44	View chart
Select Sector Spdr Tr Technology (XLK)	1.1	$17M	+2%	76k	226.23	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$17M	-8%	362k	47.45	View chart
Cisco Systems (CSCO)	1.1	$17M	+2%	360k	47.51	View chart
PAR Technology Corporation (PAR)	1.0	$16M		335k	47.09	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.0	$15M	+11%	319k	46.33	View chart
Napco Security Systems (NSSC)	0.9	$14M		277k	51.95	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.9	$14M	-8%	313k	43.05	View chart
Broadcom (AVGO)	0.8	$13M		8.0k	1605.49	View chart
JPMorgan Chase & Co. (JPM)	0.8	$13M		63k	202.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$12M	-2%	68k	182.55	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$12M		236k	51.87	View chart
Ultralife (ULBI)	0.8	$12M		1.1M	10.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$12M		72k	160.41	View chart
Wal-Mart Stores (WMT)	0.8	$12M		170k	67.71	View chart
Chevron Corporation (CVX)	0.7	$11M		71k	156.42	View chart
Qualcomm (QCOM)	0.7	$11M		54k	199.18	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$11M		325k	32.24	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.7	$10M	+4%	309k	33.38	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$10M	-3%	59k	174.47	View chart
NVIDIA Corporation (NVDA)	0.7	$10M	+1183%	81k	123.54	View chart
Amazon (AMZN)	0.6	$9.9M	-7%	51k	193.25	View chart
Abbvie (ABBV)	0.6	$9.8M	+3%	57k	171.52	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.6	$9.7M		65k	150.43	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$9.7M	+77%	171k	56.68	View chart
Exxon Mobil Corporation (XOM)	0.6	$9.7M		84k	115.12	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.6	$9.5M		344k	27.63	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.6	$9.2M	+10%	202k	45.46	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$9.1M	+24%	222k	41.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$9.1M	+53%	22k	406.79	View chart
CSP (CSPI)	0.6	$8.9M	+2%	599k	14.90	View chart
Home Depot (HD)	0.6	$8.8M	+4%	26k	344.23	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$8.8M		331k	26.56	View chart
Kinder Morgan (KMI)	0.6	$8.7M	+48%	436k	19.87	View chart
Altria (MO)	0.6	$8.6M		189k	45.55	View chart
Phillips 66 (PSX)	0.6	$8.6M	+2%	61k	141.17	View chart
United Parcel Service CL B (UPS)	0.6	$8.5M	+3%	62k	136.85	View chart
Nextera Energy (NEE)	0.5	$8.4M		119k	70.81	View chart
Southern Company (SO)	0.5	$8.4M	+2%	108k	77.57	View chart
Amgen (AMGN)	0.5	$8.3M	+3%	27k	312.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$8.2M	-3%	17k	500.12	View chart
Bank of New York Mellon Corporation (BK)	0.5	$7.9M	+2%	133k	59.89	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$7.9M	+8%	21k	374.00	View chart
Verizon Communications (VZ)	0.5	$7.7M	+3%	188k	41.24	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.5	$7.7M	+10%	234k	33.00	View chart
Prudential Financial (PRU)	0.5	$7.7M		66k	117.19	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$7.4M	+3%	95k	77.83	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.5	$7.4M	-8%	81k	91.08	View chart
Pepsi (PEP)	0.5	$7.4M	+7%	45k	164.93	View chart
Johnson & Johnson (JNJ)	0.5	$7.3M		50k	146.16	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.5	$7.2M	+6%	186k	38.70	View chart
Lockheed Martin Corporation (LMT)	0.5	$7.2M	+80%	15k	467.11	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$7.2M	+2%	30k	242.10	View chart
Coca-Cola Company (KO)	0.4	$6.5M		102k	63.65	View chart
Automatic Data Processing (ADP)	0.4	$6.4M	+6%	27k	238.69	View chart
GSK Sponsored Adr (GSK)	0.4	$6.2M	+79%	160k	38.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$6.1M	+4%	63k	97.03	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$6.1M	-49%	31k	197.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$6.0M	-3%	78k	77.76	View chart
Pfizer (PFE)	0.4	$6.0M		213k	27.98	View chart
Smucker J M Com New (SJM)	0.4	$5.8M	+5%	54k	109.04	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$5.8M	-9%	64k	91.15	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$5.8M	+8%	93k	62.26	View chart
Intel Corporation (INTC)	0.4	$5.7M	+9%	184k	30.97	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$5.6M	-6%	26k	218.04	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$5.6M	-5%	75k	74.08	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$5.5M	+5%	115k	48.05	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$5.3M		59k	89.72	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.3	$4.9M	+765%	82k	60.40	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$4.8M	+3%	84k	57.61	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.3	$4.8M	+5%	119k	40.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$4.8M	+9%	10k	479.09	View chart
Meta Platforms Cl A (META)	0.3	$4.8M		9.4k	504.23	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$4.7M	+24%	46k	100.65	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$4.6M		15k	297.53	View chart
Tesla Motors (TSLA)	0.3	$4.6M	+3%	23k	197.88	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$4.5M		87k	52.06	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.3	$4.5M	+30%	60k	75.15	View chart
Emerson Electric (EMR)	0.3	$4.3M		39k	110.16	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.3	$4.3M		72k	59.26	View chart
Vanguard World Health Car Etf (VHT)	0.3	$4.3M	-3%	16k	266.01	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$4.2M	-3%	7.2k	576.59	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$4.2M	+17%	71k	58.56	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.3	$4.2M		95k	43.56	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$4.1M	+3%	81k	51.09	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$4.1M		113k	35.94	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$3.9M	+3%	49k	79.93	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$3.9M	+4%	73k	53.56	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.3	$3.9M	+3%	77k	50.36	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$3.9M	-3%	99k	39.27	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.3	$3.8M	+10%	195k	19.77	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$3.7M	-3%	83k	44.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$3.7M	-30%	51k	72.64	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$3.7M	+18%	86k	42.87	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$3.6M	-8%	17k	214.52	View chart
Tidal Tr Ii Hilton Small-mid (SMCO)	0.2	$3.6M	+24%	152k	23.70	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$3.5M	+3%	84k	41.80	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.2	$3.5M	+5%	99k	34.97	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$3.4M		87k	39.72	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$3.4M		36k	94.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.3M	-19%	66k	50.11	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$3.3M	NEW	81k	40.78	View chart
Mastercard Incorporated Cl A (MA)	0.2	$3.3M	+81%	7.4k	441.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$3.3M	+2%	18k	183.43	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.2	$3.3M	+9%	48k	68.28	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.2	$3.2M	-29%	173k	18.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$3.2M		18k	182.15	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$3.1M		5.7k	544.24	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$3.1M	+2%	10k	312.33	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$3.1M	+3%	34k	91.78	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$3.1M	+24%	103k	30.03	View chart
Ea Series Trust Strive Us Energy (DRLL)	0.2	$3.1M	+2%	102k	29.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.0M	+11%	62k	49.42	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$3.0M		119k	25.42	View chart
Vanguard World Industrial Etf (VIS)	0.2	$3.0M		13k	235.22	View chart
Ea Series Trust Strive Us Semico (SHOC)	0.2	$3.0M	+2%	59k	50.52	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$2.9M	-14%	35k	84.04	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.2	$2.9M	-2%	56k	51.06	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$2.9M		19k	152.30	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$2.8M		41k	69.36	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$2.8M	+3%	58k	48.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$2.7M	+7%	41k	64.25	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$2.7M	+7%	18k	145.75	View chart
Rollins (ROL)	0.2	$2.6M	+2%	54k	48.79	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$2.6M	-2%	31k	83.96	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$2.6M	+5%	54k	48.74	View chart
RBB Motley Fol Etf (TMFC)	0.2	$2.6M	+40%	48k	53.82	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$2.6M	+4%	38k	67.75	View chart
Landec Corporation (LFCR)	0.2	$2.5M		491k	5.13	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$2.5M	-12%	20k	127.18	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$2.5M	+22%	76k	32.69	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.2	$2.4M	NEW	116k	21.03	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.2	$2.4M	NEW	119k	20.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.4M		12k	202.88	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$2.4M	NEW	53k	45.71	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$2.4M		12k	203.03	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.2	$2.4M	-5%	96k	24.97	View chart
Costco Wholesale Corporation (COST)	0.2	$2.4M	+2%	2.8k	850.13	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$2.4M	+11%	52k	45.44	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.2	$2.3M	-22%	76k	30.52	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.1	$2.3M		49k	46.02	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$2.2M	NEW	40k	55.50	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.2M	-8%	21k	106.55	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$2.2M	NEW	45k	48.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$2.1M		57k	37.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$2.1M	+12%	8.0k	267.51	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$2.1M		20k	106.78	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$2.1M	-39%	40k	53.24	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.1M	+6%	21k	102.30	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.1M	+2%	27k	78.33	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.1M		7.9k	262.53	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$2.1M	-12%	37k	56.32	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$2.0M	-3%	30k	68.00	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$2.0M		38k	52.01	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$2.0M	-14%	70k	28.02	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.1	$1.9M	-11%	48k	40.40	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$1.9M		14k	138.20	View chart
Eli Lilly & Co. (LLY)	0.1	$1.9M	+9%	2.1k	905.35	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.9M	+5%	9.7k	194.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$1.9M		53k	35.13	View chart
Boeing Company (BA)	0.1	$1.9M	+25%	10k	182.01	View chart
Agnico (AEM)	0.1	$1.8M	+6%	28k	65.40	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.8M	+10%	7.9k	229.56	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.8M	+367%	51k	35.08	View chart
Bank of America Corporation (BAC)	0.1	$1.8M		45k	39.77	View chart
AutoZone (AZO)	0.1	$1.8M		605.00	2964.10	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$1.8M		21k	85.86	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$1.8M	+92%	18k	96.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.8M		17k	106.66	View chart
Centene Corporation (CNC)	0.1	$1.7M	+18%	26k	66.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$1.7M	-2%	51k	34.11	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.7M	-10%	11k	150.50	View chart
Oracle Corporation (ORCL)	0.1	$1.7M	+9%	12k	141.21	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$1.7M	-32%	37k	45.22	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.7M	-12%	36k	46.09	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.6M	-2%	7.6k	215.01	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$1.6M	+10%	16k	102.78	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$1.6M	+130%	158k	10.33	View chart
International Paper Company (IP)	0.1	$1.6M		37k	43.15	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$1.6M	+91%	41k	38.41	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$1.6M	-9%	21k	74.78	View chart
Merck & Co (MRK)	0.1	$1.6M		13k	123.80	View chart
Honeywell International (HON)	0.1	$1.6M		7.3k	213.55	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$1.6M	+2%	21k	73.61	View chart
Advanced Micro Devices (AMD)	0.1	$1.5M	+17%	9.4k	162.21	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$1.5M	+8%	18k	85.66	View chart
Oaktree Specialty Lending Corp (OCSL)	0.1	$1.5M		80k	18.81	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.5M	-70%	16k	91.78	View chart
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)	0.1	$1.5M	+105%	26k	56.64	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$1.5M	-48%	18k	84.06	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.1	$1.5M	-3%	13k	113.07	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.1	$1.5M	+67%	65k	22.46	View chart
Global X Fds Global X Uranium (URA)	0.1	$1.5M	+6%	50k	28.95	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$1.4M	+2%	65k	22.37	View chart
Ishares Bitcoin Tr SHS (IBIT)	0.1	$1.4M	+212%	42k	34.14	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.4M	+22%	5.7k	250.12	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$1.4M		14k	104.64	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.4M	+185%	27k	51.24	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$1.4M	+27%	45k	30.40	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.4M		21k	64.95	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.4M	-40%	17k	81.65	View chart
Vanguard World Utilities Etf (VPU)	0.1	$1.4M	-52%	9.2k	147.92	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.4M	+4%	23k	58.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$1.4M		59k	23.18	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.3M	-3%	20k	68.14	View chart
Visa Com Cl A (V)	0.1	$1.3M	+6%	5.0k	262.48	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.3M		94k	14.05	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$1.3M	+4%	52k	25.09	View chart
Servicenow (NOW)	0.1	$1.3M	+4%	1.7k	786.67	View chart
McDonald's Corporation (MCD)	0.1	$1.3M	+2%	5.0k	254.86	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$1.2M	-29%	17k	72.94	View chart
Occidental Petroleum Corporation (OXY)	0.1	$1.2M	+2%	19k	63.03	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$1.2M	+40%	40k	30.06	View chart
Ea Series Trust Strive Emerging (STXE)	0.1	$1.2M	-44%	40k	29.74	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.1	$1.2M	NEW	15k	77.71	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$1.2M	+4%	23k	49.87	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$1.1M	-7%	12k	92.70	View chart
Zurn Water Solutions Corp Zws (ZWS)	0.1	$1.1M		38k	29.40	View chart
The Trade Desk Com Cl A (TTD)	0.1	$1.1M		11k	97.67	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.1M	+14%	9.1k	118.78	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.1M	-5%	20k	53.04	View chart
Micron Technology (MU)	0.1	$1.1M	+7%	8.1k	131.53	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.1M	-7%	1.9k	555.54	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.1M	+3%	6.2k	170.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.0M	+12%	12k	83.76	View chart
Union Pacific Corporation (UNP)	0.1	$1.0M		4.5k	226.27	View chart
MercadoLibre (MELI)	0.1	$1.0M		615.00	1644.70	View chart
Kraneshares Trust Kfa Mount Lucas (KMLM)	0.1	$1.0M	+40%	34k	29.16	View chart
Caterpillar (CAT)	0.1	$996k	-2%	3.0k	333.15	View chart
First Mid Ill Bancshares (FMBH)	0.1	$989k		30k	32.88	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$973k		3.2k	308.67	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$938k	-3%	16k	57.27	View chart
Cigna Corp (CI)	0.1	$936k		2.8k	330.59	View chart
Cambria Etf Tr Glb Asset Allo (GAA)	0.1	$933k	+17%	33k	28.47	View chart
Global X Fds Global X Copper (COPX)	0.1	$931k	+11%	21k	45.11	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$927k	-5%	2.4k	391.09	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$908k	+3%	21k	43.76	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 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
Visionary Wealth Advisors 2020 Q4 filed Feb. 16, 2021

View all past filings

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