Visionary Wealth Advisors Purchases in Q1 2025

Visionary Wealth Advisors

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
7.11K
+ 48.77%
$80.05 - $92.39 $569K - $657K
21.7K $1.74M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.97K
+ 25.61%
$44.72 - $46.25 $401K - $415K
44K $2.03M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6.07K
+ 160.22%
$77.33 - $90.16 $470K - $548K
9.87K $773K
VEA
Vanguard Ftse Developed Market

ETFs
4.19K
+ 5.5%
$47.4 - $52.99 $199K - $222K
80.4K $4.09M
IHDG
Wisdomtree Tr

ETFs
10.2K
+ 218.32%
$43.4 - $47.51 $441K - $483K
14.8K $643K
ROL
Rollins Inc

Consumer Cyclical
755
+ 1.45%
$45.65 - $54.03 $34.5K - $40.8K
52.8K $2.85M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.47K
+ 2.95%
$89.27 - $92.9 $220K - $229K
86.3K $7.98M
BWX
Spdr Bloomberg International T

ETFs
17.8K
+ 70.46%
$20.94 - $22.04 $373K - $392K
43K $940K
DELL
Dell Technologies Inc.

Technology
4.97K
+ 201.09%
$90.34 - $124.66 $449K - $619K
7.44K $677K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.96K
+ 3.96%
$44.41 - $45.98 $265K - $274K
156K $7.14M
NEE
Nextera Energy Inc

Utilities
6.24K
+ 6.11%
$66.96 - $76.16 $418K - $475K
108K $7.67M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
11.3K
New
$29.68 - $32.59 $336K - $369K
11.3K $338K
VKTX
Viking Therapeutics, Inc.

Healthcare
13.2K
New
$24.15 - $42.89 $318K - $565K
13.2K $318K
DFAX
Dimensional ETF Tr
4.51K
+ 3.21%
$24.45 - $27.2 $110K - $123K
145K $3.81M
MGV
Vanguard Mega Cap Value

ETFs
2.14K
+ 36.25%
$123.61 - $133.01 $264K - $284K
8.03K $1.03M
T
At&T Inc.

Communication Services
1.89K
+ 4.34%
$21.56 - $28.28 $40.7K - $53.4K
45.4K $1.28M
MSTR
Microstrategy Inc

Technology
1.05K
+ 12.21%
$239.27 - $396.5 $251K - $415K
9.62K $2.77M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
422
+ 1.18%
$69.81 - $78.9 $29.5K - $33.3K
36.1K $2.81M
DFIC
Dimensional ETF Tr Dimensional

ETFs
8.97K
+ 47.37%
$25.54 - $28.79 $229K - $258K
27.9K $774K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
16.5K
+ 121.11%
$16.18 - $17.82 $267K - $294K
30.2K $505K
VPN
Global X Fds Data Ctr Reits &

ETFs
17.3K
New
N/A
17.3K $275K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.29K
+ 28.7%
$65.27 - $71.18 $280K - $305K
19.2K $1.28M
CGGO
Capital Group Global Growth Eq

ETFs
9.57K
New
$28.33 - $30.84 $271K - $295K
9.57K $271K
VIG
Vanguard Dividend Appreciation

ETFs
1.47K
+ 2.04%
N/A
73.6K $13.4M
PM
Philip Morris International Inc.

Consumer Defensive
270
+ 4.65%
$117.15 - $158.79 $31.6K - $42.9K
6.07K $964K
VT
Vanguard Total World Stk Index

ETFs
2.28K
New
$115.08 - $123.97 $262K - $283K
2.28K $264K
AEE
Ameren Corp

Utilities
1.6K
+ 22.62%
$86.87 - $103.67 $139K - $165K
8.65K $868K
ALL
Allstate Corp

Financial Services
851
+ 19.89%
$180.99 - $210.18 $154K - $179K
5.13K $1.06M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2K
+ 78.65%
$113.59 - $123.29 $227K - $247K
4.54K $529K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.65K
+ 3.87%
$38.99 - $40.37 $142K - $147K
97.7K $3.94M
CVS
Cvs Health Corp

Healthcare
145
+ 1.52%
$44.22 - $68.64 $6.41K - $9.95K
9.7K $656K
DISV
Dimensional ETF Tr Dimensional

ETFs
3.81K
+ 8.33%
$26.09 - $30.21 $99.4K - $115K
49.6K $1.44M
CCI
Crown Castle International Corp

Real Estate
2.15K
New
$84.33 - $106.39 $182K - $229K
2.15K $224K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.05K
+ 19.48%
$25.35 - $27.46 $204K - $221K
49.4K $1.31M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
10.7K
+ 17.99%
$21.3 - $22.61 $228K - $242K
70.1K $1.5M
BP
Bp PLC

Energy
6.61K
New
$29.93 - $35.31 $198K - $233K
6.61K $223K
CRWD
Crowd Strike Holdings, Inc.

Technology
630
New
$308.86 - $455.36 $195K - $287K
630 $222K
LMT
Lockheed Martin Corp

Industrials
1.78K
+ 11.92%
$423.19 - $506.29 $755K - $903K
16.7K $7.48M
LHX
L3 Harris Technologies, Inc.

Industrials
1K
New
$194.65 - $222.86 $195K - $223K
1K $209K
DVY
Ishares Tr

ETFs
1.55K
New
$128.58 - $138.1 $199K - $214K
1.55K $207K
NEM
Newmont Corp

Basic Materials
4.21K
New
$37.79 - $48.39 $159K - $204K
4.21K $203K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.08K
+ 3.5%
$39.96 - $43.3 $163K - $177K
121K $4.97M
V
Visa Inc.

Financial Services
57
+ 1.14%
$306.92 - $362.71 $17.5K - $20.7K
5.05K $1.77M
CDE
Coeur Mining, Inc.

Basic Materials
32.1K
New
$5.02 - $7.29 $161K - $234K
32.1K $190K
DGRO
Ishares Core Dividend Growth E

ETFs
2.48K
+ 3.03%
$60.46 - $64.42 $150K - $160K
84.3K $5.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.48K
+ 20.27%
$102.49 - $119.96 $357K - $418K
20.7K $2.16M
EPD
Enterprise Products Partners L.P.

Energy
9
+ 0.01%
$31.75 - $34.14 $286 - $307
64.5K $2.2M
CGDV
Capital Group Divid Value ETF

ETFs
2.6K
+ 1.21%
$34.95 - $37.36 $90.9K - $97.2K
218K $7.76M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23.1K
+ 6.2%
$32.42 - $36.13 $749K - $834K
396K $13.1M
Activity Summary
Buys All Purchases 284 New Holdings 35 Increased Positions 249 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 0 Puts 0
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