Visionary Wealth Advisors Purchases in Q3 2024

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HTRB
Hartford Fds Total Return Bd E

ETFs
322K
New
$33.29 - $35.33 $10.7M - $11.4M
322K $11.3M
JNJ
Johnson & Johnson

Healthcare
40.4K
+ 80.53%
$145.48 - $167.38 $5.88M - $6.77M
90.7K $14.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
55.7K
+ 32.53%
$54.98 - $59.51 $3.06M - $3.31M
227K $13.5M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
116K
+ 164.46%
$27.8 - $29.26 $3.22M - $3.39M
186K $5.41M
IVV
Ishares Core S&P 500 ETF

ETFs
989
+ 1.11%
$520.18 - $576.82 $514K - $570K
89.7K $51.7M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
59.4K
+ 19.22%
$32.65 - $36.69 $1.94M - $2.18M
369K $13.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.12K
+ 18.5%
$405.19 - $478.57 $1.67M - $1.97M
26.4K $12.1M
RDVY
First Trust Rising Dividend Ac

ETFs
47K
New
$53.68 - $59.24 $2.52M - $2.79M
47K $2.78M
CSCO
Cisco Systems, Inc.

Technology
9.36K
+ 2.6%
$44.74 - $53.22 $419K - $498K
369K $19.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
24K
+ 51.78%
$100.09 - $100.69 $2.41M - $2.42M
70.4K $7.09M
AVLV
American Centy ETF Tr Avantis
16K
+ 3.82%
$60.05 - $65.83 $963K - $1.06M
436K $28.7M
AVIG
American Centy ETF Tr Avantis

ETFs
49.9K
+ 61.59%
$40.41 - $42.73 $2.02M - $2.13M
131K $5.56M
JPIE
J P Morgan Exchange Traded Fd
42.6K
+ 21.1%
$45.17 - $46.39 $1.93M - $1.98M
245K $11.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
17K
+ 6.42%
$71.45 - $75.64 $1.22M - $1.29M
282K $21.2M
HD
Home Depot, Inc.

Consumer Cyclical
1.09K
+ 4.25%
$333.64 - $405.2 $364K - $442K
26.7K $10.8M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
21.5K
+ 122.73%
$81.1 - $89.18 $1.75M - $1.92M
39.1K $3.43M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
34.4K
+ 85.45%
$49.7 - $56.11 $1.71M - $1.93M
74.7K $4.1M
CLOI
Vaneck ETF Tr

ETFs
32.8K
New
$52.65 - $53.04 $1.73M - $1.74M
32.8K $1.74M
PAR
Par Technology Corp

Technology
819
+ 0.24%
$44.72 - $57.16 $36.6K - $46.8K
335K $17.5M
AVDE
American Centy ETF Tr Avantis

ETFs
18K
+ 19.43%
$60.09 - $67.67 $1.08M - $1.22M
111K $7.43M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
17.8K
New
$76.94 - $79.54 $1.37M - $1.42M
17.8K $1.42M
SJM
J M Smucker CO

Consumer Defensive
6.15K
+ 11.47%
$109.12 - $122.4 $671K - $753K
59.8K $7.24M
KMI
Kinder Morgan, Inc.

Energy
16.8K
+ 3.85%
$19.72 - $22.22 $331K - $373K
452K $9.99M
PG
Procter & Gamble CO

Consumer Defensive
1.09K
+ 0.83%
$160.76 - $177.82 $175K - $193K
132K $22.9M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
29.2K
New
$38.22 - $43.47 $1.12M - $1.27M
29.2K $1.26M
ADP
Automatic Data Processing Inc

Industrials
877
+ 3.27%
$233.44 - $279.45 $205K - $245K
27.7K $7.65M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.41K
+ 8.56%
$475.2 - $527.7 $671K - $745K
17.9K $9.45M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.96K
+ 0.85%
$96.25 - $101.98 $189K - $200K
232K $23.5M
VZ
Verizon Communications Inc

Communication Services
8.09K
+ 4.31%
$38.89 - $45.0 $314K - $364K
196K $8.8M
XLF
Financial Sector Spdr

ETFs
2.2K
+ 0.99%
$40.84 - $45.74 $89.6K - $100K
224K $10.2M
SYLD
Cambria Shareholder Yld ETF

ETFs
11.1K
+ 23.22%
$66.68 - $72.81 $739K - $807K
58.8K $4.26M
NVDA
Nvidia Corp

Technology
9.14K
+ 11.27%
$98.91 - $134.91 $904K - $1.23M
90.3K $11M
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.35K
+ 50.94%
$89.91 - $101.33 $751K - $846K
24.7K $2.43M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
40.6K
New
$20.56 - $22.25 $836K - $904K
40.6K $904K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
10.6K
+ 5.68%
$37.98 - $41.19 $401K - $435K
196K $8.09M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
17.3K
+ 38.54%
$48.06 - $49.39 $831K - $854K
62.1K $3.06M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.62K
+ 1.76%
$45.87 - $48.53 $258K - $273K
325K $15.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
16.8K
+ 45.1%
$44.83 - $47.42 $754K - $797K
54.1K $2.55M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
15.8K
New
$48.09 - $49.69 $758K - $783K
15.8K $782K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
61.3K
+ 38.91%
$9.89 - $11.43 $606K - $701K
219K $2.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.58K
+ 0.49%
$31.05 - $34.29 $49.1K - $54.2K
327K $11.2M
PEP
Pepsico Inc

Consumer Defensive
2.87K
+ 6.43%
$161.9 - $179.3 $465K - $515K
47.5K $8.08M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.9K
+ 14.29%
$44.65 - $47.21 $531K - $562K
95.2K $4.45M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
22.1K
New
$26.55 - $32.42 $586K - $716K
22.1K $704K
VEA
Vanguard Ftse Developed Market

ETFs
8.24K
+ 13.37%
$47.6 - $53.31 $392K - $439K
69.9K $3.69M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
26.5K
New
$23.04 - $24.06 $611K - $638K
26.5K $637K
DFIV
Dimensional ETF Tr

ETFs
9.74K
+ 8.59%
$34.66 - $38.38 $338K - $374K
123K $4.69M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
4.16K
+ 71.46%
$109.24 - $121.48 $454K - $505K
9.97K $1.19M
RLY
Ssga Active ETF Tr

ETFs
4.68K
+ 1.36%
$26.98 - $28.77 $126K - $135K
349K $10M
Activity Summary
Buys All Purchases 279 New Holdings 51 Increased Positions 228 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 1 Puts 0
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