Visionary Wealth Advisors Portfolio Holdings

Visionary Wealth Advisors

  • $1.62 Billion
  • Q4 2024

Visionary Wealth Advisors has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.62 Billion distributed in 534 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $54.3M, Schwab Strategic Tr Us Large C with a value of $53M, Ishares Core S&P 500 ETF with a value of $52.3M, Quanta Services, Inc. with a value of $47.6M, and Microsoft Corp with a value of $42.4M.

Examining the 13F form we can see an increase of $48.1M in the current position value, from $1.57B to 1.62B.

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 $1.62 Billion
ETFs: $914 Million
Technology: $218 Million
Industrials: $109 Million
Consumer Defensive: $74.5 Million
Financial Services: $68.1 Million
Energy: $47.7 Million
Consumer Cyclical: $44.2 Million
Healthcare: $43.8 Million
Other: $46.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$54.3 Million 3.35% of portfolio
216,822
Q4 2024 Reduced 0.78%
$0
$53 Million 3.27% of portfolio
1,901,176
Q4 2024 Added 474.49%
$0
$52.3 Million 3.23% of portfolio
88,852
Q4 2024 Reduced 0.96%
$41.1B
$47.6 Million 2.94% of portfolio
150,477
Q4 2024 Added 14.97%
$3.05T
$42.4 Million 2.61% of portfolio
100,488
Q4 2024 Added 6.64%
$0
$34.6 Million 2.14% of portfolio
1,870,325
Q4 2024 Added 86.96%
$0
$29.8 Million 1.84% of portfolio
446,081
Q4 2024 Added 2.27%
$1.85B
$27.5 Million 1.7% of portfolio
378,896
Q4 2024 Added 12.94%
$265B
$23.2 Million 1.43% of portfolio
391,759
Q4 2024 Added 6.22%
$0
$22.8 Million 1.41% of portfolio
235,797
Q4 2024 Added 1.54%
$0
$22.3 Million 1.37% of portfolio
259,230
Q4 2024 Reduced 1.74%
$392B
$22.2 Million 1.37% of portfolio
132,121
Q4 2024 Reduced 0.21%
$0
$21.7 Million 1.34% of portfolio
54,039
Q4 2024 Reduced 0.37%
$0
$20.3 Million 1.25% of portfolio
282,220
Q4 2024 Added 0.02%
$0
$19.3 Million 1.19% of portfolio
377,482
Q4 2024 Added 659.14%
$0
$18.3 Million 1.13% of portfolio
442,022
Q4 2024 Added 4.59%
$0
$16.1 Million 0.99% of portfolio
621,660
Q4 2024 Added 79.38%
$282B
$14.7 Million 0.91% of portfolio
162,436
Q4 2024 Reduced 1.26%
$0
$14.2 Million 0.88% of portfolio
141,724
Q4 2024 Added 101.18%
$821B
$14 Million 0.87% of portfolio
58,534
Q4 2024 Reduced 2.9%
$0
$14.1 Million 0.87% of portfolio
245,382
Q4 2024 Added 8.18%
$0
$13.9 Million 0.86% of portfolio
249,009
Q4 2024 Added 5.55%
$405B
$13.1 Million 0.81% of portfolio
90,505
Q4 2024 Reduced 0.19%
$0
$13.1 Million 0.81% of portfolio
284,891
Q4 2024 Reduced 12.21%
$0
$13.1 Million 0.81% of portfolio
72,127
Q4 2024 Added 8.45%
$0
$12.9 Million 0.8% of portfolio
372,579
Q4 2024 Added 14.03%
$2.31T
$12.8 Million 0.79% of portfolio
58,555
Q4 2024 Added 13.45%
$347B
$12.7 Million 0.78% of portfolio
94,674
Q4 2024 Added 4.86%
$89.2M
$12.7 Million 0.78% of portfolio
766,842
Q4 2024 Added 15.44%
$60.1B
$12.4 Million 0.76% of portfolio
451,432
Q4 2024 Reduced 0.18%
$628B
$12.4 Million 0.76% of portfolio
27,296
Q4 2024 Added 3.52%
$0
$11.9 Million 0.74% of portfolio
70,483
Q4 2024 Added 2.65%
$0
$11.8 Million 0.73% of portfolio
330,497
Q4 2024 Reduced 10.33%
$929M
$11.6 Million 0.72% of portfolio
326,193
Q4 2024 Added 19.53%
$0
$11.3 Million 0.7% of portfolio
247,135
Q4 2024 Added 1.01%
$306B
$11.2 Million 0.69% of portfolio
77,181
Q4 2024 Added 0.16%
$0
$11.2 Million 0.69% of portfolio
20,722
Q4 2024 Added 15.75%
$0
$10.8 Million 0.67% of portfolio
323,237
Q4 2024 Added 0.44%
$0
$10.7 Million 0.66% of portfolio
45,970
Q4 2024 Reduced 39.29%
$413B
$10.6 Million 0.65% of portfolio
27,174
Q4 2024 Added 1.59%
$0
$10.4 Million 0.64% of portfolio
56,138
Q4 2024 Reduced 1.82%
$347B
$10.3 Million 0.63% of portfolio
57,722
Q4 2024 Added 2.12%
$0
$9.83 Million 0.61% of portfolio
398,629
Q4 2024 Added 34.72%
$118M
$9.39 Million 0.58% of portfolio
1,292,836
Q4 2024 Added 17.06%
$0
$9.41 Million 0.58% of portfolio
348,101
Q4 2024 Reduced 0.19%
$71.9B
$9.28 Million 0.57% of portfolio
120,741
Q4 2024 Reduced 2.25%
$94.5B
$9.14 Million 0.56% of portfolio
174,742
Q4 2024 Added 0.36%
$459B
$8.99 Million 0.55% of portfolio
83,565
Q4 2024 Reduced 0.59%
$0
$8.97 Million 0.55% of portfolio
55,443
Q4 2024 Reduced 11.52%

Summary

  • Portfolio
  • No. of Stocks 534
  • Current Value $1.62 Billion
  • Prior Value $1.57 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 262 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 199 stocks
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