Visionary Wealth Advisors Portfolio Holdings

Visionary Wealth Advisors

  • $1.44 Billion
  • Q1 2024

Visionary Wealth Advisors has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.44 Billion distributed in 483 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 $46.5M, Schwab Strategic Tr Intl Eqty with a value of $39.8M, Microsoft Corp with a value of $36.3M, Apple Inc. with a value of $35.4M, and Quanta Services, Inc. with a value of $34.9M.

Examining the 13F form we can see an increase of $116M in the current position value, from $1.32B to 1.44B.

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 $1.44 Billion
ETFs: $847 Million
Technology: $162 Million
Industrials: $92.9 Million
Consumer Defensive: $66.8 Million
Financial Services: $53.8 Million
Healthcare: $46.2 Million
Energy: $42.3 Million
Consumer Cyclical: $35.7 Million
Other: $42.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.5 Million 3.24% of portfolio
88,511
Q1 2024 Reduced 4.52%
$0
$39.8 Million 2.77% of portfolio
1,020,833
Q1 2024 Reduced 4.11%
$3.09T
$36.3 Million 2.52% of portfolio
86,207
Q1 2024 Reduced 5.43%
$3.09T
$35.4 Million 2.46% of portfolio
206,163
Q1 2024 Reduced 0.25%
$39.5B
$34.9 Million 2.43% of portfolio
134,343
Q1 2024 Reduced 14.14%
$0
$33.3 Million 2.32% of portfolio
359,588
Q1 2024 Added 11.59%
$0
$26 Million 1.81% of portfolio
288,835
Q1 2024 Added 6.24%
$0
$25.2 Million 1.76% of portfolio
392,855
Q1 2024 Added 23.61%
$0
$22.9 Million 1.6% of portfolio
931,578
Q1 2024 Added 10.08%
$0
$22.2 Million 1.55% of portfolio
226,918
Q1 2024 Added 24.17%
$390B
$21.5 Million 1.5% of portfolio
132,528
Q1 2024 Reduced 1.02%
$0
$20.1 Million 1.4% of portfolio
276,325
Q1 2024 Added 19.24%
$0
$19.4 Million 1.35% of portfolio
394,973
Q1 2024 Reduced 24.91%
$0
$18.8 Million 1.31% of portfolio
55,827
Q1 2024 Reduced 0.88%
$191B
$17.5 Million 1.22% of portfolio
350,716
Q1 2024 Added 3.65%
$0
$17.2 Million 1.2% of portfolio
421,041
Q1 2024 Reduced 0.5%
$1.22B
$14.9 Million 1.04% of portfolio
329,276
Q1 2024 Added 3.57%
$0
$14.9 Million 1.04% of portfolio
341,190
Q1 2024 Added 3.02%
$0
$13.3 Million 0.92% of portfolio
284,831
Q1 2024 Added 15.56%
$0
$12.9 Million 0.9% of portfolio
236,361
Q1 2024 Reduced 0.03%
$0
$12.8 Million 0.89% of portfolio
69,923
Q1 2024 Reduced 19.26%
$594B
$12.7 Million 0.88% of portfolio
63,303
Q1 2024 Reduced 0.27%
$0
$11.8 Million 0.82% of portfolio
72,342
Q1 2024 Reduced 5.11%
$1.82B
$11.2 Million 0.78% of portfolio
278,553
Q1 2024 Reduced 0.31%
$0
$11.2 Million 0.78% of portfolio
61,207
Q1 2024 Added 797.99%
$318B
$11 Million 0.77% of portfolio
69,907
Q1 2024 Added 5.51%
$0
$11 Million 0.77% of portfolio
61,482
Q1 2024 Reduced 17.98%
$67.4M
$10.8 Million 0.75% of portfolio
585,849
Q1 2024 Added 99.67%
$538B
$10.5 Million 0.73% of portfolio
7,931
Q1 2024 Reduced 15.57%
$0
$10.5 Million 0.73% of portfolio
329,471
Q1 2024 Reduced 0.09%
$0
$10.3 Million 0.72% of portfolio
296,485
Q1 2024 Added 125.97%
$178B
$10.2 Million 0.71% of portfolio
169,492
Q1 2024 Added 199.95%
$1.8T
$10 Million 0.7% of portfolio
55,487
Q1 2024 Reduced 1.79%
$0
$10.1 Million 0.7% of portfolio
64,514
Q1 2024 Reduced 1.52%
$285B
$10 Million 0.7% of portfolio
54,929
Q1 2024 Reduced 8.55%
$188M
$9.71 Million 0.68% of portfolio
1,102,099
Q1 2024 Added 1.83%
$489B
$9.66 Million 0.67% of portfolio
83,086
Q1 2024 Reduced 4.26%
$68.4B
$9.68 Million 0.67% of portfolio
59,265
Q1 2024 Reduced 14.8%
$0
$9.44 Million 0.66% of portfolio
337,694
Q1 2024 Added 14.92%
$343B
$9.39 Million 0.65% of portfolio
24,466
Q1 2024 Reduced 1.9%
$229B
$9.03 Million 0.63% of portfolio
53,356
Q1 2024 Reduced 7.74%
$101B
$8.97 Million 0.62% of portfolio
60,329
Q1 2024 Added 18.06%
$0
$8.32 Million 0.58% of portfolio
329,361
Q1 2024 Reduced 12.59%
$0
$8.33 Million 0.58% of portfolio
182,742
Q1 2024 Added 15.54%
$82.9B
$8.2 Million 0.57% of portfolio
188,085
Q1 2024 Added 14.2%
$0
$8.24 Million 0.57% of portfolio
17,142
Q1 2024 Added 0.25%
$0
$8.09 Million 0.56% of portfolio
88,052
Q1 2024 Added 18.85%
$383B
$7.88 Million 0.55% of portfolio
49,844
Q1 2024 Added 6.33%
$173B
$7.63 Million 0.53% of portfolio
181,741
Q1 2024 Reduced 2.56%

Summary

  • Portfolio
  • No. of Stocks 483
  • Current Value $1.44 Billion
  • Prior Value $1.32 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 40 stocks
  • Additional Purchases 215 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 198 stocks
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