Visionary Wealth Advisors Portfolio Holdings

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024

Visionary Wealth Advisors has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.57 Billion distributed in 534 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $51.7M, Apple Inc. with a value of $50.9M, Schwab Strategic Tr Intl Eqty with a value of $41.1M, Microsoft Corp with a value of $40.5M, and Quanta Services, Inc. with a value of $39M.

Examining the 13F form we can see an increase of $102M in the current position value, from $1.47B to 1.57B.

Visionary Wealth Advisors is based out at O'fallon, IL

Below you can find more details about Visionary Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $1.57 Billion
ETFs: $905 Million
Technology: $187 Million
Industrials: $101 Million
Consumer Defensive: $76 Million
Financial Services: $63.1 Million
Healthcare: $50.6 Million
Energy: $45.5 Million
Consumer Cyclical: $40.3 Million
Other: $49.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$51.7 Million 3.29% of portfolio
89,710
Q3 2024 Added 1.11%
$3.85T
$50.9 Million 3.24% of portfolio
218,526
Q3 2024 Reduced 1.67%
$0
$41.1 Million 2.62% of portfolio
1,000,381
Q3 2024 Reduced 2.0%
$3.21T
$40.5 Million 2.58% of portfolio
94,234
Q3 2024 Added 0.87%
$49B
$39 Million 2.48% of portfolio
130,881
Q3 2024 Reduced 1.62%
$0
$34.5 Million 2.19% of portfolio
330,932
Q3 2024 Reduced 3.17%
$0
$28.7 Million 1.83% of portfolio
436,160
Q3 2024 Added 3.82%
$0
$23.5 Million 1.5% of portfolio
232,225
Q3 2024 Added 0.85%
$426B
$22.9 Million 1.46% of portfolio
132,401
Q3 2024 Added 0.83%
$0
$22.6 Million 1.44% of portfolio
263,809
Q3 2024 Reduced 6.51%
$0
$21.2 Million 1.35% of portfolio
282,169
Q3 2024 Added 6.42%
$0
$20.4 Million 1.3% of portfolio
54,240
Q3 2024 Reduced 2.34%
$244B
$19.6 Million 1.25% of portfolio
368,816
Q3 2024 Added 2.6%
$0
$17.8 Million 1.14% of portfolio
346,554
Q3 2024 Reduced 4.2%
$0
$17.8 Million 1.13% of portfolio
422,612
Q3 2024 Reduced 2.15%
$2.17B
$17.5 Million 1.11% of portfolio
335,497
Q3 2024 Added 0.24%
$0
$15.7 Million 1.0% of portfolio
324,501
Q3 2024 Added 1.76%
$405B
$14.7 Million 0.93% of portfolio
90,673
Q3 2024 Added 80.53%
$0
$13.5 Million 0.86% of portfolio
226,835
Q3 2024 Added 32.53%
$251B
$13.3 Million 0.85% of portfolio
164,506
Q3 2024 Reduced 3.01%
$0
$13.4 Million 0.85% of portfolio
368,564
Q3 2024 Added 19.22%
$0
$13.1 Million 0.83% of portfolio
235,925
Q3 2024 Reduced 0.21%
$722B
$12.7 Million 0.81% of portfolio
60,284
Q3 2024 Reduced 4.6%
$67.4B
$12.4 Million 0.79% of portfolio
71,962
Q3 2024 Added 794.94%
$628B
$12.1 Million 0.77% of portfolio
26,367
Q3 2024 Added 18.5%
$0
$12.1 Million 0.77% of portfolio
66,509
Q3 2024 Reduced 2.43%
$0
$12 Million 0.76% of portfolio
68,663
Q3 2024 Reduced 4.91%
$0
$11.8 Million 0.75% of portfolio
259,757
Q3 2024 Reduced 16.96%
$0
$11.3 Million 0.72% of portfolio
321,827
Q3 2024 New
$318B
$11.3 Million 0.72% of portfolio
77,056
Q3 2024 Added 8.12%
$0
$11.4 Million 0.72% of portfolio
244,668
Q3 2024 Added 21.1%
$321B
$11.2 Million 0.71% of portfolio
56,526
Q3 2024 Reduced 0.8%
$0
$11.2 Million 0.71% of portfolio
326,748
Q3 2024 Added 0.49%
$97.8B
$10.9 Million 0.7% of portfolio
80,251
Q3 2024 Added 28.91%
$345B
$11 Million 0.7% of portfolio
90,284
Q3 2024 Added 11.27%
$1.47B
$11 Million 0.7% of portfolio
272,898
Q3 2024 Reduced 1.29%
$437B
$10.8 Million 0.69% of portfolio
26,748
Q3 2024 Added 4.25%
$0
$10.9 Million 0.69% of portfolio
57,178
Q3 2024 Reduced 3.24%
$0
$10.5 Million 0.67% of portfolio
62,660
Q3 2024 Reduced 2.91%
$0
$10.2 Million 0.65% of portfolio
224,024
Q3 2024 Added 0.99%
$0
$10 Million 0.64% of portfolio
348,765
Q3 2024 Added 1.36%
$126M
$9.98 Million 0.64% of portfolio
1,104,452
Q3 2024 Reduced 0.16%
$61.7B
$9.99 Million 0.64% of portfolio
452,231
Q3 2024 Added 3.85%
$491B
$9.85 Million 0.63% of portfolio
84,058
Q3 2024 Reduced 0.23%
$2.15T
$9.62 Million 0.61% of portfolio
51,613
Q3 2024 Added 0.53%
$0
$9.45 Million 0.6% of portfolio
323,767
Q3 2024 Reduced 2.08%
$0
$9.45 Million 0.6% of portfolio
17,902
Q3 2024 Added 8.56%
$183B
$9.05 Million 0.58% of portfolio
53,198
Q3 2024 Reduced 1.08%
$102B
$8.89 Million 0.57% of portfolio
174,111
Q3 2024 Reduced 7.96%

Summary

  • Portfolio
  • No. of Stocks 534
  • Current Value $1.57 Billion
  • Prior Value $1.47 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 51 stocks
  • Additional Purchases 228 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 224 stocks
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