Visionary Wealth Advisors Purchases in Q2 2025

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
7.09K
+ 12.35%
$124.66 - $159.48 $883K - $1.13M
64.5K $10.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
17.8K
+ 4.45%
$45.11 - $52.34 $801K - $930K
417K $21.8M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
17.4K
+ 79.86%
$72.71 - $82.56 $1.26M - $1.43M
39.1K $3.19M
V
Visa Inc.

Financial Services
3.97K
+ 78.67%
$308.27 - $373.31 $1.22M - $1.48M
9.02K $3.2M
VPN
Global X Fds Data Ctr Reits &

ETFs
89.8K
+ 519.1%
N/A
107K $1.71M
RDVY
First Trust Rising Dividend Ac

ETFs
18.5K
+ 31.09%
$51.6 - $62.74 $956K - $1.16M
78.1K $4.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
995
+ 10.04%
$416.06 - $551.64 $414K - $549K
10.9K $6.02M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
13.3K
New
$83.8 - $101.39 $1.12M - $1.35M
13.3K $1.35M
MLPX
Global X Mlp & Energy Infrastr

ETFs
21.1K
+ 179.38%
$55.32 - $65.02 $1.17M - $1.37M
32.8K $2.06M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
10.4K
+ 62.64%
$116.93 - $119.39 $1.21M - $1.24M
26.9K $3.2M
IHDG
Wisdomtree Tr

ETFs
26.5K
+ 178.65%
$38.54 - $46.0 $1.02M - $1.22M
41.3K $1.86M
DFAT
Dimensional ETF Tr U S Target

ETFs
10.5K
+ 4.14%
$44.8 - $53.97 $469K - $565K
263K $14.2M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.59K
+ 16.76%
$139.8 - $197.22 $363K - $512K
18.1K $3.56M
BA
Boeing CO

Industrials
3.67K
+ 48.58%
$136.59 - $217.51 $502K - $799K
11.2K $2.35M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.84K
+ 291.9%
$321.63 - $509.31 $591K - $937K
2.47K $1.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.68K
+ 17.46%
$483.48 - $539.8 $2.26M - $2.53M
31.5K $15.3M
CLOI
Vaneck ETF Tr

ETFs
18.7K
+ 27.4%
$51.16 - $53.02 $955K - $990K
86.8K $4.59M
RTX
Raytheon Technologies Corp

Industrials
1.25K
+ 2.11%
$113.75 - $148.48 $142K - $185K
60.5K $8.84M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
8.55K
+ 17.91%
$49.85 - $64.51 $426K - $552K
56.3K $3.63M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.8K
+ 5.71%
$22.92 - $28.05 $363K - $444K
293K $8.23M
BK
Bank Of New York Mellon Corp

Financial Services
1.41K
+ 1.35%
$73.31 - $91.62 $103K - $129K
106K $9.66M
DFIV
Dimensional ETF Tr

ETFs
8.42K
+ 5.79%
$34.67 - $43.21 $292K - $364K
154K $6.58M
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.5K
+ 10.47%
$23.55 - $27.67 $506K - $595K
227K $6.28M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
35.3K
New
$22.46 - $23.12 $792K - $815K
35.3K $811K
KMI
Kinder Morgan, Inc.

Energy
15K
+ 3.69%
$25.21 - $29.4 $378K - $441K
421K $12.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
5.67K
New
$104.34 - $138.68 $591K - $786K
5.67K $785K
VEA
Vanguard Ftse Developed Market

ETFs
4.72K
+ 5.87%
$45.65 - $57.01 $215K - $269K
85.1K $4.85M
VHT
Vanguard Health Care ETF

ETFs
3.53K
+ 45.14%
$236.71 - $261.92 $835K - $924K
11.3K $2.82M
VO
Vanguard Mid Cap ETF

ETFs
448
+ 1.56%
$228.54 - $279.83 $102K - $125K
29.2K $8.16M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
12.1K
+ 2.75%
$38.18 - $45.52 $462K - $551K
453K $19.8M
AVMU
American Centy ETF Travantis C

ETFs
16.7K
+ 54.2%
$43.44 - $45.67 $724K - $762K
47.4K $2.12M
BALT
Innovator Etfs Tr
19.3K
+ 13.23%
$30.33 - $32.1 $585K - $619K
165K $5.3M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
7.61K
+ 3.45%
$37.18 - $42.55 $283K - $324K
228K $9.71M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.44K
+ 104.64%
$141.37 - $228.57 $344K - $557K
4.76K $1.08M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
30.1K
+ 21.82%
$21.55 - $22.2 $649K - $668K
168K $3.72M
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.7K
+ 8.21%
$19.6 - $24.44 $230K - $287K
155K $3.78M
IEFA
Ishares Tr

ETFs
2.75K
+ 5.59%
$67.83 - $84.09 $187K - $231K
52K $4.34M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
7.07K
+ 59.45%
$69.8 - $85.28 $493K - $603K
19K $1.57M
AMD
Advanced Micro Devices Inc

Technology
1.34K
+ 12.69%
$78.21 - $143.81 $105K - $193K
11.9K $1.69M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.25K
+ 30.8%
$121.58 - $136.74 $516K - $581K
18K $2.45M
SCHR
Schwab Intermediate Term Us Tr

ETFs
22.7K
New
$24.54 - $25.07 $558K - $570K
22.7K $568K
DFAX
Dimensional ETF Tr
3.65K
+ 2.51%
$23.37 - $29.39 $85.4K - $107K
149K $4.37M
VTI
Vanguard Total Stock Market Et

ETFs
954
+ 10.34%
$243.75 - $303.93 $233K - $290K
10.2K $3.09M
NOW
Service Now, Inc.

Technology
116
+ 6.22%
$721.65 - $1040.18 $83.7K - $121K
1.98K $2.04M
VZ
Verizon Communications Inc

Communication Services
22K
+ 11.23%
$41.67 - $45.62 $918K - $1M
218K $9.44M
HOOD
Robinhood Markets, Inc.

Technology
5.61K
New
$34.17 - $93.63 $192K - $526K
5.61K $525K
GLD
Spdr Gold Trust

ETFs
1.24K
+ 15.28%
$273.71 - $316.29 $340K - $393K
9.36K $2.85M
NFLX
Netflix Inc

Communication Services
6
+ 0.49%
$855.86 - $1339.13 $5.14K - $8.03K
1.23K $1.64M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.6K
+ 2.97%
$141.87 - $164.49 $227K - $263K
55.4K $9.11M
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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