Visionary Wealth Advisors Purchases in Q4 2024

Visionary Wealth Advisors

  • $1.62 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IONQ
Ion Q, Inc.

Technology
13.6K
New
$8.17 - $48.24 $111K - $654K
13.6K $566K
NSSC
Napco Security Technologies, Inc

Industrials
53.3K
+ 19.53%
$34.51 - $42.2 $1.84M - $2.25M
326K $11.6M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
19.4K
+ 4.59%
$40.97 - $42.66 $795K - $828K
442K $18.3M
BWX
Spdr Bloomberg International T

ETFs
25.2K
New
$21.39 - $23.3 $540K - $588K
25.2K $540K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.2K
+ 19.6%
$48.33 - $49.08 $588K - $597K
74.3K $3.6M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
5.66K
+ 13.55%
$55.58 - $62.6 $314K - $354K
47.4K $2.85M
TAXF
American Centy ETF Tr Diversif

ETFs
12K
+ 15.37%
$49.94 - $51.44 $599K - $617K
90.1K $4.52M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
20.3K
+ 96.34%
$26.16 - $28.82 $530K - $584K
41.3K $1.08M
FMB
First Tr Exchange Traded Fd Ii

ETFs
10.5K
+ 17.79%
$50.62 - $52.07 $534K - $549K
69.8K $3.56M
MA
Mastercard Inc

Financial Services
479
+ 9.45%
$491.3 - $536.15 $235K - $257K
5.55K $2.92M
PAVE
Global X Fds Us Infrastructure

ETFs
9.8K
New
$40.41 - $45.95 $396K - $450K
9.8K $396K
FSK
Fs Kkr Capital Corp

Financial Services
14.1K
+ 37.48%
$19.71 - $22.22 $278K - $313K
51.8K $1.12M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
18.8K
+ 46.2%
$21.42 - $22.58 $402K - $424K
59.4K $1.27M
JHMM
John Hancock Multifactor Mid C

ETFs
6.08K
New
$59.61 - $64.8 $362K - $394K
6.08K $362K
META
Meta Platforms, Inc.

Communication Services
319
+ 3.47%
$554.08 - $632.68 $177K - $202K
9.5K $5.6M
CRM
Salesforce, Inc.

Technology
427
+ 13.18%
$270.87 - $367.87 $116K - $157K
3.67K $1.23M
NOW
Service Now, Inc.

Technology
48
+ 2.96%
$867.18 - $1148.42 $41.6K - $55.1K
1.67K $1.77M
AVIG
American Centy ETF Tr Avantis

ETFs
14.1K
+ 10.76%
$40.48 - $42.48 $570K - $598K
145K $5.88M
DFIV
Dimensional ETF Tr

ETFs
16.9K
+ 13.73%
$34.86 - $37.97 $589K - $642K
140K $4.97M
ARCC
Ares Capital Corp

Financial Services
12.6K
New
$20.74 - $22.27 $262K - $281K
12.6K $276K
V
Visa Inc.

Financial Services
252
+ 5.32%
$273.87 - $320.91 $69K - $80.9K
4.99K $1.58M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.21K
New
$34.49 - $39.24 $249K - $283K
7.21K $268K
NFLX
Netflix Inc

Communication Services
89
+ 8.63%
$687.65 - $936.56 $61.2K - $83.4K
1.12K $998K
MRVL
Marvell Technology, Inc.

Technology
2.32K
New
$70.31 - $124.78 $163K - $290K
2.32K $256K
MO
Altria Group, Inc.

Consumer Defensive
631
+ 0.36%
$49.06 - $57.74 $31K - $36.4K
175K $9.14M
DFAX
Dimensional ETF Tr
20.4K
+ 16.98%
$24.76 - $27.04 $506K - $552K
141K $3.5M
SHOP
Shopify Inc.

Technology
2.31K
New
$78.14 - $119.49 $181K - $276K
2.31K $246K
VTI
Vanguard Total Stock Market Et

ETFs
655
+ 7.91%
$280.04 - $302.45 $183K - $198K
8.93K $2.59M
SJNK
Spdr Bloomberg Short Term High

ETFs
11.7K
+ 11.12%
$25.09 - $25.69 $293K - $300K
117K $2.95M
SCHX
Schwab Strategic Tr Us Large C

ETFs
90.4K
+ 217.69%
$22.4 - $68.28 $2.03M - $6.18M
132K $3.06M
IP
International Paper CO

Consumer Cyclical
1.08K
+ 2.99%
$46.64 - $59.57 $50.1K - $64K
37K $1.99M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
929
+ 3.52%
$442.29 - $483.08 $411K - $449K
27.3K $12.4M
AEM
Agnico Eagle Mines LTD

Basic Materials
3.83K
+ 13.56%
$75.99 - $88.85 $291K - $340K
32K $2.51M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
13.3K
+ 6.81%
$19.8 - $20.06 $264K - $267K
209K $4.15M
RDVY
First Trust Rising Dividend Ac

ETFs
3.95K
+ 8.4%
$58.65 - $64.37 $232K - $254K
51K $3.01M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
13.6K
New
$15.9 - $17.05 $217K - $233K
13.6K $226K
SVOL
Simplify ETF Simplify Volatili

ETFs
15.8K
+ 17.88%
$20.4 - $21.93 $321K - $345K
104K $2.16M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
4.39K
New
$50.81 - $51.59 $223K - $226K
4.39K $224K
OXY
Occidental Petroleum Corp

Energy
5.33K
+ 26.88%
$45.36 - $55.91 $242K - $298K
25.1K $1.24M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
8.88K
+ 4.52%
$40.26 - $42.88 $358K - $381K
205K $8.31M
T
At&T Inc.

Communication Services
8.45K
+ 24.12%
$21.22 - $23.88 $179K - $202K
43.5K $989K
UTG
Reaves Utility Income Fund

Financial Services
6.77K
New
$30.81 - $34.99 $209K - $237K
6.77K $214K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.04K
New
$63.19 - $73.31 $192K - $223K
3.04K $208K
BNOV
Innovator U.S. Equity Buffer E

ETFs
5.14K
New
$38.08 - $39.98 $196K - $206K
5.14K $201K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.76K
+ 53.18%
$89.97 - $98.59 $159K - $174K
5.08K $482K
AUSF
Global X Fds Adaptive U S Fact

ETFs
4.45K
+ 33.6%
$41.71 - $45.09 $186K - $201K
17.7K $743K
BALT
Innovator Etfs Tr
3.53K
+ 3.14%
$30.76 - $31.55 $109K - $111K
116K $3.65M
APO
Apollo Global Management, Inc.

Financial Services
328
+ 10.81%
$131.36 - $178.61 $43.1K - $58.6K
3.36K $555K
LLY
Eli Lilly & CO

Healthcare
471
+ 28.0%
$727.2 - $932.06 $343K - $439K
2.15K $1.66M
Activity Summary
Buys All Purchases 300 New Holdings 38 Increased Positions 262 Sells All Sells 199 Reductions 199 Sold out 0 Options Calls 0 Puts 0
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