Visionary Wealth Advisors
Latest statistics and disclosures from Visionary Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHF, SCHG, AGG, IVV, AAPL, and represent 16.72% of Visionary Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$25M), AGG (+$7.0M), VBR (+$6.4M), IVW (+$5.5M), SCHD (+$5.2M), AMZN, GSLC, VCIT, BND, AMGN.
- Started 54 new stock positions in BDEC, IQLT, CZR, BA, BNOV, SHOP, TFC, PLNT, IDNA, ETN.
- Reduced shares in these 10 stocks: URTH, IVV, GOVT, ESGE, SPIB, VOOG, RHS, ICSH, VOOV, XLK.
- Sold out of its positions in AMLP, DSL, ET, HTEC, GILD, GSK, RHS, IWR, KMB, LMT. REG, SPTL, TFI, XLC, VWO.
- Visionary Wealth Advisors was a net buyer of stock by $104M.
- Visionary Wealth Advisors has $892M in assets under management (AUM), dropping by 25.63%.
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Portfolio Holdings for Visionary Wealth Advisors
Companies in the Visionary Wealth Advisors portfolio as of the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.7 | $33M | +5% | 917k | 36.01 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.5 | $32M | +8% | 246k | 128.41 | |
Ishares Tr Core Us Aggbd Et (AGG) | 3.4 | $31M | +29% | 260k | 118.19 | |
Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $29M | -12% | 77k | 375.38 | |
Apple (AAPL) | 2.8 | $25M | NEW | 186k | 132.69 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.7 | $24M | +21% | 247k | 97.14 | |
Microsoft Corporation (MSFT) | 2.4 | $21M | 96k | 222.42 | ||
PAR Technology Corporation (PAR) | 2.4 | $21M | -6% | 335k | 62.79 | |
Vanguard Index Fds Value Etf (VTV) | 2.3 | $21M | +10% | 175k | 118.96 | |
Procter & Gamble Company (PG) | 2.2 | $20M | 140k | 139.14 | ||
Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.9 | $17M | -4% | 130k | 132.98 | |
Vanguard Specialized Funds Div App Etf (VIG) | 1.9 | $17M | +13% | 122k | 141.17 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.9 | $17M | +42% | 269k | 64.14 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.8 | $16M | 176k | 89.00 | ||
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.7 | $15M | +6% | 504k | 30.65 | |
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 1.7 | $15M | +9% | 279k | 54.07 | |
Vanguard Index Fds Mid Cap Etf (VO) | 1.6 | $15M | 70k | 206.77 | ||
Quanta Services (PWR) | 1.5 | $14M | -2% | 190k | 72.02 | |
Cisco Systems (CSCO) | 1.4 | $13M | +3% | 288k | 44.75 | |
Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $13M | +23% | 66k | 194.68 | |
Ishares Tr Core Total Usd (IUSB) | 1.4 | $13M | +26% | 234k | 54.58 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.3 | $12M | +36% | 196k | 59.53 | |
Pfizer (PFE) | 1.2 | $11M | +2% | 295k | 36.81 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 1.1 | $9.7M | +6% | 84k | 115.92 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $9.7M | +12% | 40k | 241.13 | |
Select Sector Spdr Tr Technology (XLK) | 1.0 | $8.9M | -16% | 68k | 130.02 | |
JPMorgan Chase & Co. (JPM) | 1.0 | $8.5M | -2% | 67k | 127.07 | |
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) | 0.9 | $8.2M | +4% | 133k | 62.00 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $8.0M | +65% | 23k | 343.71 | |
Wal-Mart Stores (WMT) | 0.9 | $7.6M | 53k | 144.16 | ||
Johnson & Johnson (JNJ) | 0.8 | $7.5M | +6% | 48k | 157.38 | |
Spdr Gold Tr Gold Shs (GLD) | 0.8 | $7.0M | -14% | 39k | 178.36 | |
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.8 | $7.0M | +6% | 57k | 121.83 | |
Spdr Ser Tr Spdr Bloomberg (BIL) | 0.8 | $6.9M | +77% | 75k | 91.52 | |
United Parcel Service CL B (UPS) | 0.7 | $6.6M | 39k | 168.41 | ||
Emerson Electric (EMR) | 0.7 | $6.4M | 80k | 80.37 | ||
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $6.4M | NEW | 45k | 142.21 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.7 | $6.1M | +4% | 90k | 67.88 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.7 | $6.1M | -18% | 52k | 116.21 | |
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) | 0.7 | $6.0M | +10% | 188k | 32.10 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $5.7M | +3224% | 89k | 63.82 | |
Qualcomm (QCOM) | 0.6 | $5.7M | 37k | 152.34 | ||
Ultralife (ULBI) | 0.6 | $5.6M | 860k | 6.47 | ||
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $5.5M | 90k | 61.60 | ||
Abbvie (ABBV) | 0.6 | $5.1M | +4% | 47k | 107.15 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $5.0M | +33% | 36k | 136.73 | |
Broadcom (AVGO) | 0.6 | $4.9M | 11k | 437.82 | ||
Coca-Cola Company (KO) | 0.5 | $4.8M | +2% | 88k | 54.84 | |
Landec Corporation (LNDC) | 0.5 | $4.8M | +9% | 443k | 10.85 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $4.6M | +10% | 56k | 83.25 | |
Amazon (AMZN) | 0.5 | $4.5M | NEW | 1.4k | 3257.29 | |
At&t (T) | 0.5 | $4.4M | 152k | 28.76 | ||
Starbucks Corporation (SBUX) | 0.5 | $4.3M | 40k | 106.97 | ||
Verizon Communications (VZ) | 0.5 | $4.3M | +5% | 73k | 58.74 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.5 | $4.3M | NEW | 57k | 75.69 | |
Viacomcbs CL B (VIAC) | 0.5 | $4.0M | +6% | 109k | 37.26 | |
Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.5 | $4.0M | 39k | 104.51 | ||
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $4.0M | +1424% | 45k | 88.19 | |
Ishares Tr Core Div Grwth (DGRO) | 0.4 | $3.9M | +9% | 88k | 44.82 | |
Napco Security Systems (NSSC) | 0.4 | $3.7M | +12% | 141k | 26.22 | |
Amgen (AMGN) | 0.4 | $3.7M | NEW | 16k | 229.90 | |
Exxon Mobil Corporation (XOM) | 0.4 | $3.6M | +10% | 87k | 41.23 | |
McDonald's Corporation (MCD) | 0.4 | $3.6M | +2% | 17k | 214.58 | |
Altria (MO) | 0.4 | $3.5M | +5% | 87k | 41.00 | |
Chevron Corporation (CVX) | 0.4 | $3.5M | +7% | 42k | 84.46 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $3.4M | +234% | 16k | 211.82 | |
Intel Corporation (INTC) | 0.4 | $3.4M | +2% | 67k | 49.83 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $3.4M | NEW | 37k | 91.00 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $3.3M | +9% | 38k | 87.31 | |
Wells Fargo & Company (WFC) | 0.4 | $3.3M | +2% | 109k | 30.18 | |
Walgreen Boots Alliance (WBA) | 0.4 | $3.3M | +7% | 82k | 39.88 | |
Southern Company (SO) | 0.4 | $3.3M | +2% | 53k | 61.43 | |
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 0.4 | $3.2M | -6% | 51k | 63.58 | |
Ishares Msci World Etf (URTH) | 0.4 | $3.2M | -56% | 29k | 112.40 | |
Smucker J M Com New (SJM) | 0.3 | $3.1M | +4% | 27k | 115.60 | |
Dominion Resources (D) | 0.3 | $3.1M | +6% | 41k | 75.21 | |
Rollins (ROL) | 0.3 | $2.9M | +49% | 75k | 39.07 | |
Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $2.9M | NEW | 81k | 35.65 | |
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 0.3 | $2.8M | -24% | 11k | 253.59 | |
Us Bancorp Del Com New (USB) | 0.3 | $2.8M | +6% | 60k | 46.59 | |
CVS Caremark Corporation (CVS) | 0.3 | $2.7M | 40k | 68.29 | ||
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.3 | $2.7M | NEW | 54k | 49.80 | |
Digital Realty Trust (DLR) | 0.3 | $2.6M | NEW | 19k | 139.52 | |
Ishares Tr Grwt Allocat Etf (AOR) | 0.3 | $2.6M | 50k | 52.20 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.6M | 8.2k | 313.78 | ||
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.3 | $2.5M | +4% | 53k | 48.12 | |
International Paper Company (IP) | 0.3 | $2.5M | 50k | 49.73 | ||
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.4M | +15% | 12k | 196.05 | |
Ishares Tr Aggres Alloc Etf (AOA) | 0.3 | $2.3M | 36k | 64.17 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.3M | NEW | 9.8k | 231.83 | |
Phillips 66 (PSX) | 0.2 | $2.2M | +6% | 32k | 69.93 | |
Innovator Etfs Tr S&p 500 Buffer E (BDEC) | 0.2 | $2.2M | NEW | 72k | 30.51 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $2.2M | -13% | 6.1k | 353.84 | |
Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $2.1M | -53% | 9.3k | 230.08 | |
Ishares Tr MRGSTR SM CP GR (JKK) | 0.2 | $2.1M | NEW | 7.0k | 303.56 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $2.1M | -65% | 77k | 27.24 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $2.1M | +265% | 15k | 138.11 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $2.1M | 28k | 73.40 | ||
Ishares Tr Tips Bd Etf (TIP) | 0.2 | $2.0M | +22% | 16k | 127.64 | |
Walt Disney Company (DIS) | 0.2 | $2.0M | +6% | 11k | 181.18 | |
Shenandoah Telecommunications Company (SHEN) | 0.2 | $2.0M | 46k | 43.25 | ||
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $1.8M | +14% | 53k | 34.40 | |
Ishares Gold Trust Ishares (IAU) | 0.2 | $1.8M | -19% | 98k | 18.13 | |
CSP (CSPI) | 0.2 | $1.8M | +4% | 229k | 7.73 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $1.8M | +11% | 32k | 55.30 | |
J P Morgan Exchange-traded F High Yld Resrch (JPHY) | 0.2 | $1.7M | +27% | 34k | 51.91 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $1.7M | -37% | 11k | 161.27 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.7M | +7% | 30k | 55.19 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.6M | -15% | 4.4k | 373.98 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.6M | +4% | 16k | 100.89 | |
Texas Instruments Incorporated (TXN) | 0.2 | $1.6M | 9.5k | 164.19 | ||
Cerner Corporation (CERN) | 0.2 | $1.5M | -10% | 20k | 78.48 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.5M | +55% | 21k | 72.98 | |
Agnico (AEM) | 0.2 | $1.5M | NEW | 22k | 70.53 | |
Centene Corporation (CNC) | 0.2 | $1.5M | +154% | 25k | 60.02 | |
Home Depot (HD) | 0.2 | $1.5M | +4% | 5.5k | 265.67 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $1.5M | +43% | 18k | 82.89 | |
Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $1.4M | +7% | 14k | 96.93 | |
Innovator Etfs Tr S&p 500 Pwr Bu (PDEC) | 0.2 | $1.4M | NEW | 48k | 29.00 | |
Spdr Ser Tr Portfli Mortgage (SPMB) | 0.2 | $1.3M | +72% | 51k | 26.42 | |
First Mid Ill Bancshares (FMBH) | 0.1 | $1.3M | 39k | 33.67 | ||
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.3M | -47% | 12k | 105.91 | |
Bank of America Corporation (BAC) | 0.1 | $1.2M | NEW | 41k | 30.30 | |
Boeing Company (BA) | 0.1 | $1.2M | NEW | 5.7k | 214.00 | |
Honeywell International (HON) | 0.1 | $1.2M | 5.6k | 212.70 | ||
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.1 | $1.2M | +17% | 33k | 36.01 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.2M | 14k | 86.02 | ||
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.1M | -37% | 19k | 56.24 | |
Innovator Etfs Tr Nasdaq 100 Pwr (NOCT) | 0.1 | $1.1M | +298% | 29k | 36.11 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.1M | -45% | 15k | 68.15 | |
Pepsi (PEP) | 0.1 | $1.0M | +38% | 7.1k | 148.28 | |
Proshares Tr Short S&p 500 Ne (SH) | 0.1 | $1.0M | +21% | 57k | 17.96 | |
Innovator Etfs Tr S&p 500 Buffer (BNOV) | 0.1 | $1.0M | NEW | 34k | 29.79 | |
Select Sector Spdr Tr Energy (XLE) | 0.1 | $988k | -49% | 26k | 37.91 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $983k | NEW | 29k | 33.73 | |
Merck & Co (MRK) | 0.1 | $968k | -2% | 12k | 81.82 | |
Kinder Morgan (KMI) | 0.1 | $955k | 70k | 13.66 | ||
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $953k | -10% | 14k | 69.09 | |
Union Pacific Corporation (UNP) | 0.1 | $952k | +6% | 4.6k | 208.27 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $935k | +6% | 11k | 84.91 | |
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $910k | -36% | 16k | 55.51 | |
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $907k | +44% | 3.6k | 253.21 | |
Tesla Motors (TSLA) | 0.1 | $907k | +18% | 1.3k | 705.29 | |
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $906k | -34% | 13k | 69.32 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $894k | 3.1k | 286.72 | ||
Facebook Cl A (FB) | 0.1 | $886k | -3% | 3.2k | 273.29 | |
Innovator Etfs Tr Double Stackr 9 | 0.1 | $876k | NEW | 32k | 27.18 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $875k | 4.5k | 194.70 | ||
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $857k | +93% | 11k | 81.35 | |
Newmont Mining Corporation (NEM) | 0.1 | $832k | +3% | 14k | 59.88 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $831k | -42% | 12k | 69.41 | |
Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $815k | +2% | 13k | 62.91 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $801k | -22% | 8.8k | 90.92 | |
Ameren Corporation (AEE) | 0.1 | $783k | NEW | 10k | 78.06 | |
Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $782k | +8% | 20k | 39.69 | |
NVIDIA Corporation (NVDA) | 0.1 | $780k | +36% | 1.5k | 521.74 | |
Target Corporation (TGT) | 0.1 | $771k | +3% | 4.4k | 176.47 | |
Caterpillar (CAT) | 0.1 | $754k | -19% | 4.1k | 182.04 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $747k | +15% | 11k | 66.21 | |
Innovator Etfs Tr S&p 500 Bufetf (BOCT) | 0.1 | $734k | NEW | 24k | 30.09 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $730k | +21% | 9.6k | 76.34 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $729k | +12% | 416.00 | 1752.40 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $709k | -17% | 14k | 50.76 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $701k | 5.3k | 131.74 | ||
Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $696k | 16k | 43.23 | ||
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $695k | +16% | 15k | 47.18 | |
Visa Com Cl A (V) | 0.1 | $658k | +18% | 3.0k | 218.75 | |
Ishares Tr National Mun Etf (MUB) | 0.1 | $644k | +10% | 5.5k | 117.18 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $624k | +140% | 1.7k | 356.78 | |
Eli Lilly & Co. (LLY) | 0.1 | $622k | +14% | 3.7k | 168.93 | |
Ishares Core Msci Emkt (IEMG) | 0.1 | $619k | +126% | 10k | 62.02 | |
Southwest Airlines (LUV) | 0.1 | $604k | +2% | 13k | 46.65 | |
Ishares Tr Short Treas Bd (SHV) | 0.1 | $593k | -24% | 5.4k | 110.59 | |
Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $585k | +3% | 4.4k | 133.08 | |
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $555k | -83% | 15k | 37.17 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $550k | +4% | 314.00 | 1751.59 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $547k | +20% | 3.3k | 164.61 | |
Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $539k | 11k | 49.40 | ||
Innovator Etfs Tr Russell 2000 P (KOCT) | 0.1 | $533k | NEW | 21k | 25.95 | |
First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $531k | +3% | 25k | 20.95 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $530k | -36% | 10k | 51.35 | |
Social Capital Hedosopha Hld Shs Cl A | 0.1 | $503k | NEW | 41k | 12.31 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $498k | +54% | 2.1k | 232.71 | |
Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $498k | -22% | 4.4k | 113.21 | |
Duke Energy Corp Com New (DUK) | 0.1 | $494k | 5.4k | 91.60 | ||
UnitedHealth (UNH) | 0.1 | $488k | +12% | 1.4k | 351.08 | |
Welltower Inc Com reit (WELL) | 0.1 | $483k | +3% | 7.5k | 64.62 | |
Ishares Tr Exponential Tech (XT) | 0.1 | $466k | NEW | 8.1k | 57.24 | |
Nextera Energy (NEE) | 0.1 | $454k | +321% | 5.9k | 77.09 | |
Blackstone Group Com Cl A (BX) | 0.1 | $448k | +28% | 6.9k | 64.76 | |
Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.1 | $446k | -10% | 21k | 21.57 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $445k | +2% | 5.0k | 88.63 | |
The Trade Desk Com Cl A (TTD) | 0.0 | $442k | 552.00 | 800.72 | ||
Netflix (NFLX) | 0.0 | $441k | +12% | 815.00 | 541.10 | |
Viatris (VTRS) | 0.0 | $439k | NEW | 23k | 18.76 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $439k | -3% | 8.4k | 52.41 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $438k | -4% | 875.00 | 500.57 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $423k | +31% | 4.6k | 91.58 | |
Morgan Stanley Com New (MS) | 0.0 | $423k | +4% | 6.2k | 68.55 | |
Ishares Em Mkts Div Etf (DVYE) | 0.0 | $420k | +14% | 11k | 37.20 | |
Abbott Laboratories (ABT) | 0.0 | $418k | NEW | 3.8k | 109.51 | |
FedEx Corporation (FDX) | 0.0 | $418k | 1.6k | 259.47 | ||
Kkr & Co (KKR) | 0.0 | $412k | +3% | 10k | 40.47 | |
Roku Com Cl A (ROKU) | 0.0 | $408k | -10% | 1.2k | 331.98 | |
Innovator Etfs Tr Ii Ladrd Fd S&p 500 (BUFF) | 0.0 | $406k | +82% | 12k | 33.18 | |
First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $400k | 8.1k | 49.44 | ||
Realty Income (O) | 0.0 | $395k | -5% | 6.4k | 62.19 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $386k | +52% | 3.8k | 102.01 | |
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $386k | -82% | 3.1k | 123.80 | |
Goldman Sachs (GS) | 0.0 | $377k | +11% | 1.4k | 263.82 | |
Cyrusone (CONE) | 0.0 | $372k | +10% | 5.1k | 73.24 | |
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $372k | 1.7k | 223.42 | ||
Philip Morris International (PM) | 0.0 | $371k | +4% | 4.5k | 82.74 | |
Paypal Holdings (PYPL) | 0.0 | $365k | +20% | 1.6k | 234.27 | |
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $351k | -91% | 8.4k | 42.00 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $350k | NEW | 2.8k | 124.64 | |
Raytheon Technologies Corp (RTX) | 0.0 | $349k | +4% | 4.9k | 71.47 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $349k | 907.00 | 384.79 | ||
Bristol Myers Squibb (BMY) | 0.0 | $345k | +2% | 5.6k | 62.06 | |
salesforce (CRM) | 0.0 | $334k | +40% | 1.5k | 222.67 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $332k | NEW | 4.9k | 68.40 | |
Innovator Etfs Tr S&P 500 PWR (PSEP) | 0.0 | $330k | 12k | 27.89 | ||
Ishares Tr Genomics Immun (IDNA) | 0.0 | $329k | NEW | 7.2k | 45.91 | |
Medtronic SHS (MDT) | 0.0 | $324k | +31% | 2.8k | 117.05 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $321k | +2% | 5.5k | 58.41 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $317k | +34% | 6.1k | 51.60 | |
American Tower Reit (AMT) | 0.0 | $310k | +15% | 1.4k | 224.31 | |
Kroger (KR) | 0.0 | $309k | +5% | 9.7k | 31.72 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $307k | 1.9k | 160.99 | ||
Marriott Intl Cl A (MAR) | 0.0 | $302k | NEW | 2.3k | 132.11 | |
Cardinal Health (CAH) | 0.0 | $293k | 5.5k | 53.55 | ||
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $291k | NEW | 1.3k | 229.50 | |
BlackRock (BLK) | 0.0 | $291k | 403.00 | 722.08 | ||
MercadoLibre (MELI) | 0.0 | $291k | NEW | 174.00 | 1672.41 | |
Costco Wholesale Corporation (COST) | 0.0 | $291k | +4% | 772.00 | 376.94 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $290k | NEW | 9.8k | 29.53 | |
Zscaler Incorporated (ZS) | 0.0 | $290k | 1.5k | 200.00 | ||
Raymond James Financial (RJF) | 0.0 | $289k | -11% | 3.0k | 95.54 | |
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.0 | $289k | -20% | 2.4k | 120.02 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $288k | 2.2k | 128.11 | ||
Intuitive Surgical Com New (ISRG) | 0.0 | $285k | 348.00 | 818.97 | ||
Williams Companies (WMB) | 0.0 | $284k | -6% | 14k | 20.04 | |
Astrazeneca Sponsored Adr (AZN) | 0.0 | $284k | NEW | 5.7k | 50.07 | |
Oracle Corporation (ORCL) | 0.0 | $283k | 4.4k | 64.80 | ||
Applied Materials (AMAT) | 0.0 | $279k | NEW | 3.2k | 86.24 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $274k | +2% | 3.2k | 86.08 | |
General Electric Company (GE) | 0.0 | $273k | -16% | 25k | 10.80 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $269k | -82% | 2.9k | 92.44 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $266k | NEW | 3.7k | 72.40 | |
Thermo Fisher Scientific (TMO) | 0.0 | $263k | 565.00 | 465.49 | ||
Truist Financial Corp equities (TFC) | 0.0 | $262k | NEW | 5.5k | 47.92 | |
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.0 | $260k | +10% | 7.8k | 33.27 | |
Innovator Etfs Tr S&p 500 Buffer (BSEP) | 0.0 | $255k | 8.8k | 29.14 | ||
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $255k | -66% | 5.8k | 44.03 | |
Nike CL B (NKE) | 0.0 | $253k | 1.8k | 141.34 | ||
Crown Castle Intl (CCI) | 0.0 | $253k | +12% | 1.6k | 159.42 | |
Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $253k | -88% | 5.0k | 50.61 | |
Carlyle Group (CG) | 0.0 | $251k | NEW | 8.0k | 31.41 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $248k | +11% | 4.2k | 58.37 | |
3M Company (MMM) | 0.0 | $248k | +9% | 1.4k | 174.77 | |
Pitney Bowes (PBI) | 0.0 | $247k | +4% | 40k | 6.16 | |
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $245k | -4% | 2.8k | 87.63 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $245k | NEW | 2.8k | 88.48 | |
Ishares Tr Mrgstr Md Cp Etf (JKG) | 0.0 | $245k | 1.0k | 233.78 | ||
American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $243k | NEW | 4.2k | 57.28 | |
Ishares Tr Cybersecurity (IHAK) | 0.0 | $242k | NEW | 6.0k | 40.30 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $242k | -10% | 3.5k | 69.94 | |
Shopify Cl A (SHOP) | 0.0 | $241k | NEW | 213.00 | 1131.46 | |
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.0 | $239k | NEW | 5.6k | 42.53 | |
Ishares Silver Tr Ishares (SLV) | 0.0 | $236k | -32% | 9.6k | 24.57 | |
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $232k | NEW | 7.6k | 30.72 | |
Jd.com Spon Adr Cl A (JD) | 0.0 | $231k | 2.6k | 87.97 | ||
Telus Ord (TU) | 0.0 | $229k | -6% | 12k | 19.82 | |
Ladder Cap Corp Cl A (LADR) | 0.0 | $229k | +3% | 23k | 9.80 | |
Deere & Company (DE) | 0.0 | $227k | NEW | 845.00 | 268.64 | |
Micron Technology (MU) | 0.0 | $225k | NEW | 3.0k | 75.18 | |
Planet Fitness Cl A (PLNT) | 0.0 | $223k | NEW | 2.9k | 77.62 | |
Evergy (EVRG) | 0.0 | $222k | -8% | 4.0k | 55.53 | |
Citigroup Com New (C) | 0.0 | $222k | NEW | 3.6k | 61.67 | |
Stag Industrial (STAG) | 0.0 | $221k | -12% | 7.1k | 31.34 | |
Eaton Corp SHS (ETN) | 0.0 | $218k | NEW | 1.8k | 119.91 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $218k | NEW | 2.4k | 92.10 | |
Caesars Entertainment (CZR) | 0.0 | $217k | NEW | 2.9k | 74.39 | |
Chubb (CB) | 0.0 | $215k | NEW | 1.4k | 154.12 | |
Enbridge (ENB) | 0.0 | $204k | NEW | 6.4k | 31.89 | |
Ford Motor Company (F) | 0.0 | $204k | +3% | 23k | 8.80 | |
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $202k | -56% | 1.3k | 159.43 | |
Investors Ban (ISBC) | 0.0 | $131k | -5% | 12k | 10.57 | |
Direxion Shs Etf Tr Daily Sm Cp Bear (TZA) | 0.0 | $83k | NEW | 12k | 6.87 | |
Nuveen Senior Income Fund (NSL) | 0.0 | $52k | 10k | 5.20 |
Past Filings by Visionary Wealth Advisors
SEC 13F filings are viewable for Visionary Wealth Advisors going back to 2019
- Visionary Wealth Advisors 2020 Q4 filed Feb. 16, 2021
- Visionary Wealth Advisors 2020 Q3 filed Nov. 16, 2020
- Visionary Wealth Advisors 2020 Q2 filed Aug. 14, 2020
- Visionary Wealth Advisors 2020 Q1 filed May 15, 2020
- Visionary Wealth Advisors 2019 Q4 filed Feb. 14, 2020