Visionary Wealth Advisors Portfolio Holdings

Visionary Wealth Advisors

  • $1.56 Billion
  • Q1 2025

Visionary Wealth Advisors has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.56 Billion distributed in 541 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 $49.5M, Apple Inc. with a value of $48.3M, Schwab Strategic Tr Us Large C with a value of $47.5M, Schwab Strategic Tr Intl Eqty with a value of $36.6M, and Microsoft Corp with a value of $35.6M.

Examining the 13F form we can see an decrease of $56.9M in the current position value, from $1.62B to 1.56B.

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 $1.56 Billion
ETFs: $897 Million
Technology: $185 Million
Industrials: $90.4 Million
Consumer Defensive: $77.5 Million
Financial Services: $61.7 Million
Energy: $51.8 Million
Healthcare: $48.4 Million
Consumer Cyclical: $40.5 Million
Other: $50 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.5 Million 3.17% of portfolio
88,095
Q1 2025 Reduced 0.85%
$3.26T
$48.3 Million 3.09% of portfolio
217,548
Q1 2025 Added 0.33%
$0
$47.5 Million 3.04% of portfolio
1,896,214
Q1 2025 Reduced 0.26%
$0
$36.6 Million 2.34% of portfolio
1,848,300
Q1 2025 Reduced 1.18%
$3.51T
$35.6 Million 2.28% of portfolio
94,757
Q1 2025 Reduced 5.7%
$49.9B
$32.2 Million 2.06% of portfolio
126,671
Q1 2025 Reduced 15.82%
$0
$30.3 Million 1.94% of portfolio
464,559
Q1 2025 Added 4.14%
$0
$23.8 Million 1.52% of portfolio
277,128
Q1 2025 Added 6.9%
$0
$23.1 Million 1.48% of portfolio
233,919
Q1 2025 Reduced 0.8%
$386B
$22.6 Million 1.45% of portfolio
132,832
Q1 2025 Added 0.54%
$268B
$21.2 Million 1.36% of portfolio
343,430
Q1 2025 Reduced 12.34%
$0
$20.6 Million 1.32% of portfolio
279,852
Q1 2025 Reduced 0.84%
$0
$20.4 Million 1.3% of portfolio
399,015
Q1 2025 Added 5.7%
$1.78B
$20.1 Million 1.29% of portfolio
327,490
Q1 2025 Reduced 13.57%
$0
$19.7 Million 1.26% of portfolio
54,471
Q1 2025 Added 0.8%
$0
$19.1 Million 1.22% of portfolio
440,649
Q1 2025 Reduced 0.31%
$0
$16 Million 1.02% of portfolio
347,273
Q1 2025 Added 40.52%
$409B
$15.4 Million 0.98% of portfolio
92,654
Q1 2025 Added 2.37%
$264B
$14.5 Million 0.93% of portfolio
164,718
Q1 2025 Added 1.4%
$0
$14.3 Million 0.92% of portfolio
579,589
Q1 2025 Added 45.4%
$0
$14.4 Million 0.92% of portfolio
615,787
Q1 2025 Reduced 0.94%
$648B
$14.3 Million 0.91% of portfolio
26,790
Q1 2025 Reduced 1.85%
$788B
$13.7 Million 0.88% of portfolio
55,967
Q1 2025 Reduced 4.39%
$0
$13.6 Million 0.87% of portfolio
237,248
Q1 2025 Reduced 3.31%
$0
$13.4 Million 0.86% of portfolio
73,601
Q1 2025 Added 2.04%
$0
$13.1 Million 0.84% of portfolio
395,672
Q1 2025 Added 6.2%
$0
$13 Million 0.83% of portfolio
75,101
Q1 2025 Added 6.55%
$0
$13 Million 0.83% of portfolio
252,971
Q1 2025 Added 1.59%
$281B
$12.7 Million 0.81% of portfolio
75,944
Q1 2025 Reduced 1.6%
$0
$12.2 Million 0.78% of portfolio
23,772
Q1 2025 Added 14.72%
$2.22T
$11.5 Million 0.74% of portfolio
60,461
Q1 2025 Added 3.26%
$61.5B
$11.6 Million 0.74% of portfolio
406,274
Q1 2025 Reduced 10.0%
$335B
$11.6 Million 0.74% of portfolio
55,179
Q1 2025 Reduced 4.41%
$99.1B
$10.9 Million 0.7% of portfolio
65,025
Q1 2025 Reduced 9.71%
$0
$10.8 Million 0.69% of portfolio
320,073
Q1 2025 Reduced 0.98%
$65.7M
$10.7 Million 0.69% of portfolio
700,449
Q1 2025 Reduced 8.66%
$359B
$10.7 Million 0.68% of portfolio
98,497
Q1 2025 Added 4.04%
$447B
$10.4 Million 0.67% of portfolio
87,777
Q1 2025 Added 5.04%
$0
$10.5 Million 0.67% of portfolio
55,659
Q1 2025 Reduced 0.85%
$377B
$10.1 Million 0.65% of portfolio
27,580
Q1 2025 Added 1.49%
$0
$9.96 Million 0.64% of portfolio
348,964
Q1 2025 Added 0.25%
$0
$10 Million 0.64% of portfolio
48,455
Q1 2025 Added 5.41%
$105B
$9.74 Million 0.62% of portfolio
162,247
Q1 2025 Reduced 7.15%
$0
$9.09 Million 0.58% of portfolio
193,192
Q1 2025 Reduced 32.19%
$0
$8.99 Million 0.58% of portfolio
220,597
Q1 2025 Added 7.51%
$97.2B
$8.85 Million 0.57% of portfolio
96,220
Q1 2025 Reduced 2.54%
$185B
$8.9 Million 0.57% of portfolio
196,167
Q1 2025 Reduced 2.6%
$57.1B
$8.9 Million 0.57% of portfolio
72,092
Q1 2025 Added 5.52%
$179B
$8.82 Million 0.56% of portfolio
57,388
Q1 2025 Added 6.93%

Summary

  • Portfolio
  • No. of Stocks 541
  • Current Value $1.56 Billion
  • Prior Value $1.62 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 35 stocks
  • Additional Purchases 249 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 214 stocks
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