Visionary Wealth Advisors Purchases in Q2 2025

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
189K
+ 86.96%
$172.42 - $223.89 $32.6M - $42.4M
407K $83.4M
MSFT
Microsoft Corp

Technology
16.4K
+ 17.33%
$354.56 - $497.45 $5.82M - $8.17M
111K $55.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
167K
+ 47006.74%
$87.84 - $1441.89 $14.7M - $241M
168K $15.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
117K
+ 67.19%
$100.04 - $100.54 $11.7M - $11.8M
292K $29.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
88.3K
+ 4.65%
$22.27 - $29.21 $1.97M - $2.58M
1.98M $58M
HD
Home Depot, Inc.

Consumer Cyclical
26K
+ 94.21%
$335.24 - $380.78 $8.71M - $9.89M
53.6K $19.6M
DBND
Doubleline ETF Tr Opportunisti

ETFs
178K
New
$45.18 - $46.32 $8.03M - $8.23M
178K $8.22M
IVV
Ishares Core S&P 500 ETF

ETFs
4.8K
+ 5.45%
$498.8 - $620.9 $2.39M - $2.98M
92.9K $57.7M
NVDA
Nvidia Corp

Technology
13.8K
+ 14.0%
$94.31 - $157.99 $1.3M - $2.18M
112K $17.7M
DUK
Duke Energy Corp

Utilities
55.5K
+ 879.4%
$112.46 - $124.05 $6.25M - $6.89M
61.8K $7.3M
AMZN
Amazon Com Inc

Consumer Cyclical
19.8K
+ 32.73%
$167.32 - $223.3 $3.31M - $4.42M
80.3K $17.6M
META
Meta Platforms, Inc.

Communication Services
5.57K
+ 57.92%
$484.66 - $738.09 $2.7M - $4.11M
15.2K $11.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
98.6K
New
$43.53 - $54.46 $4.29M - $5.37M
98.6K $5.37M
BND
Vanguard Bd Index Fd Inc Total

ETFs
64.5K
+ 23.06%
$72.02 - $73.82 $4.65M - $4.76M
344K $25.4M
URI
United Rentals, Inc.

Industrials
6.07K
New
$551.94 - $753.4 $3.35M - $4.57M
6.07K $4.57M
XLK
Technology Sector Spdr

ETFs
8.5K
+ 17.55%
$179.73 - $253.23 $1.53M - $2.15M
57K $14.4M
AOK
Ishares Tr Core Conservative A

ETFs
100K
+ 183.38%
$36.09 - $39.07 $3.61M - $3.91M
155K $6.05M
SCHA
Schwab Strategic Tr Us Small C

ETFs
112K
+ 18.11%
$20.42 - $25.3 $2.28M - $2.82M
727K $18.4M
ULBI
Ultralife Corp

Industrials
1.02K
+ 0.09%
$4.13 - $8.98 $4.19K - $9.11K
1.09M $9.81M
IGF
Ishares Global Infrastructure

ETFs
66.2K
New
$50.55 - $59.83 $3.35M - $3.96M
66.2K $3.92M
VTV
Vanguard Value ETF

ETFs
20.1K
+ 26.72%
$153.67 - $176.74 $3.08M - $3.55M
95.2K $16.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
647
+ 1.19%
$320.42 - $424.58 $207K - $275K
55.1K $23.4M
CSCO
Cisco Systems, Inc.

Technology
7.94K
+ 2.31%
$53.19 - $69.38 $422K - $551K
351K $24.4M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
17K
New
$153.22 - $199.8 $2.6M - $3.39M
17K $3.18M
JPIE
J P Morgan Exchange Traded Fd
66.7K
+ 19.22%
$45.12 - $46.32 $3.01M - $3.09M
414K $19.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
74K
New
$32.66 - $40.75 $2.42M - $3.01M
74K $2.99M
EFSC
Enterprise Financial Services Corp

Financial Services
52.8K
+ 1009.41%
$46.2 - $55.78 $2.44M - $2.94M
58K $3.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.64K
+ 11.1%
$456.74 - $568.03 $1.2M - $1.5M
26.4K $15M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
55.9K
+ 42.41%
$46.46 - $47.44 $2.6M - $2.65M
188K $8.91M
ET
Energy Transfer LP

Energy
140K
+ 392.94%
$15.65 - $18.93 $2.19M - $2.64M
175K $3.18M
TSLA
Tesla, Inc.

Consumer Cyclical
3.48K
+ 14.8%
$221.86 - $362.89 $772K - $1.26M
27K $8.57M
CGDV
Capital Group Divid Value ETF

ETFs
40.4K
+ 18.53%
$31.93 - $39.49 $1.29M - $1.59M
258K $10.2M
AVLV
American Centy ETF Tr Avantis
10.8K
+ 2.32%
$56.85 - $68.21 $613K - $736K
475K $32.4M
WMT
Walmart Inc.

Consumer Defensive
4.9K
+ 2.97%
$81.79 - $99.98 $400K - $489K
170K $16.6M
VUG
Vanguard Growth ETF

ETFs
1.66K
+ 8.17%
$329.49 - $438.4 $547K - $728K
22K $9.64M
SBUX
Starbucks Corp

Consumer Cyclical
22.6K
+ 369.63%
$79.69 - $99.41 $1.8M - $2.24M
28.7K $2.63M
UNH
Unitedhealth Group Inc

Healthcare
7.04K
+ 659.36%
$274.35 - $599.47 $1.93M - $4.22M
8.11K $2.53M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
102K
+ 138.77%
$17.99 - $18.99 $1.84M - $1.94M
176K $3.34M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.1K
+ 8.16%
$96.84 - $99.46 $1.85M - $1.9M
253K $25.1M
CTAS
Cintas Corp

Industrials
8.79K
New
$190.11 - $227.66 $1.67M - $2M
8.79K $1.96M
LLY
Eli Lilly & CO

Healthcare
2.59K
+ 118.0%
$713.71 - $898.95 $1.85M - $2.33M
4.79K $3.73M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
16.4K
+ 124.44%
$97.29 - $105.63 $1.6M - $1.73M
29.6K $3.01M
ORCL
Oracle Corp

Technology
2.95K
+ 23.8%
$122.82 - $218.63 $362K - $644K
15.3K $3.35M
XOM
Exxon Mobil Corp

Energy
24K
+ 27.4%
$99.93 - $119.04 $2.4M - $2.86M
112K $12.1M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
59K
+ 10.18%
$24.48 - $24.9 $1.44M - $1.47M
639K $15.9M
LMT
Lockheed Martin Corp

Industrials
2.68K
+ 15.98%
$430.82 - $486.45 $1.15M - $1.3M
19.4K $9M
GOOG
Alphabet Inc.

Communication Services
6.14K
+ 31.27%
$146.58 - $180.01 $900K - $1.11M
25.8K $4.57M
EMR
Emerson Electric CO

Industrials
3.62K
+ 8.52%
$94.15 - $133.33 $341K - $483K
46.1K $6.15M
VB
Vanguard Small Cap ETF

ETFs
4.34K
+ 14.44%
$193.73 - $237.37 $841K - $1.03M
34.4K $8.15M
Activity Summary
Buys All Purchases 346 New Holdings 64 Increased Positions 282 Sells All Sells 184 Reductions 184 Sold out 0 Options Calls 0 Puts 0
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