Visionary Wealth Advisors Purchases in Q4 2024

Visionary Wealth Advisors

  • $1.62 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
954
+ 2.77%
$72.18 - $81.41 $68.9K - $77.7K
35.4K $2.67M
GS
Goldman Sachs Group Inc

Financial Services
157
+ 17.74%
$486.1 - $608.57 $76.3K - $95.5K
1.04K $596K
MS
Morgan Stanley

Financial Services
68
+ 1.04%
$104.42 - $134.99 $7.1K - $9.18K
6.6K $829K
SILV
Silver Crest Metals Inc.

Basic Materials
14.7K
New
$8.92 - $11.65 $131K - $171K
14.7K $133K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
11.1K
New
$12.1 - $13.76 $134K - $152K
11.1K $133K
ET
Energy Transfer LP

Energy
197
+ 0.58%
$16.05 - $19.86 $3.16K - $3.91K
34.4K $673K
HYG
Ishares Tr

ETFs
1.81K
+ 16.61%
$78.09 - $80.04 $141K - $145K
12.7K $997K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
1.15K
+ 1.26%
$43.97 - $45.33 $50.6K - $52.2K
92.1K $4.14M
TTD
Trade Desk, Inc.

Technology
294
+ 2.68%
$108.7 - $139.51 $32K - $41K
11.3K $1.32M
IWM
Ishares Russell 2000 ETF

ETFs
530
+ 4.1%
$216.13 - $242.4 $115K - $128K
13.5K $2.97M
KKR
Kkr & Co. Inc.

Financial Services
31
+ 0.48%
$129.87 - $162.87 $4.03K - $5.05K
6.47K $956K
RJF
Raymond James Financial Inc

Financial Services
1
+ 0.03%
$123.0 - $170.1 $123 - $170
3.45K $536K
COIN
Coinbase Global, Inc.

Technology
67
+ 5.01%
$163.17 - $343.62 $10.9K - $23K
1.4K $348K
COP
Conocophillips

Energy
1.39K
+ 29.95%
$95.12 - $114.72 $133K - $160K
6.05K $599K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
1.49K
+ 1.76%
$31.36 - $32.75 $46.6K - $48.7K
85.9K $2.77M
ORCC
Owl Rock Capital Corp

Financial Services
7.71K
+ 27.62%
N/A
35.6K $477K
FEMB
First Tr ETF Emerging Markets

ETFs
8.36K
+ 22.02%
$25.98 - $28.92 $217K - $242K
46.3K $1.2M
PANW
Palo Alto Networks Inc

Technology
1.63K
+ 128.3%
$181.96 - $405.9 $297K - $662K
2.9K $528K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
199
+ 10.1%
$417.69 - $450.94 $83.1K - $89.7K
2.17K $923K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.47K
+ 8.22%
$77.86 - $79.27 $114K - $116K
19.3K $1.51M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
234
+ 12.99%
$172.07 - $207.36 $40.3K - $48.5K
2.04K $401K
IEMG
Ishares Inc

ETFs
1.65K
+ 12.4%
N/A
14.9K $800K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.34K
+ 3.42%
$86.65 - $94.9 $116K - $127K
40.4K $3.51M
RF
Regions Financial Corp

Financial Services
3.39K
+ 26.98%
$22.45 - $27.47 $76.1K - $93.1K
16K $375K
SPYG
Spdr Portfolio

ETFs
107
+ 0.74%
$81.74 - $91.38 $8.75K - $9.78K
14.6K $1.28M
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.26K
+ 29.02%
$25.61 - $28.0 $109K - $119K
18.9K $489K
DELL
Dell Technologies Inc.

Technology
704
+ 39.86%
$111.96 - $144.21 $78.8K - $102K
2.47K $284K
OKE
Oneok Inc

Energy
132
+ 2.13%
$92.28 - $117.05 $12.2K - $15.5K
6.32K $634K
VST
Vistra Corp.

Utilities
172
+ 7.35%
$115.74 - $166.61 $19.9K - $28.7K
2.51K $346K
DE
Deere & CO

Industrials
136
+ 12.83%
$389.45 - $466.0 $53K - $63.4K
1.2K $506K
SHEN
Shenandoah Telecommunications CO

Communication Services
8.36K
+ 29.47%
$12.42 - $15.58 $104K - $130K
36.7K $462K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
5.44K
+ 12.34%
$26.01 - $28.19 $141K - $153K
49.5K $1.29M
FMBH
First Mid Bancshares, Inc.

Financial Services
2.94K
+ 11.68%
$36.82 - $43.25 $108K - $127K
28.1K $1.04M
ISRG
Intuitive Surgical Inc

Healthcare
42
+ 4.65%
$471.27 - $550.62 $19.8K - $23.1K
945 $493K
CGUS
Capital Group Core Equity ETF
1.22K
+ 13.93%
$33.96 - $36.24 $41.5K - $44.3K
10K $349K
MCK
Mckesson Corp

Healthcare
1
+ 0.19%
$482.27 - $628.5 $482 - $629
526 $299K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
2.11K
+ 4.9%
$45.73 - $47.09 $96.4K - $99.3K
45.1K $2.08M
ITOT
Ishares Core S&P Total U.S. St

ETFs
64
+ 0.65%
$124.26 - $134.12 $7.95K - $8.58K
9.86K $1.27M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
299
+ 1.73%
$103.6 - $112.52 $31K - $33.6K
17.6K $1.85M
ABNB
Airbnb, Inc.

Consumer Cyclical
167
+ 5.89%
$125.36 - $147.37 $20.9K - $24.6K
3K $394K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
1.61K
+ 5.84%
$20.05 - $20.15 $32.3K - $32.5K
29.2K $587K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
163
+ 3.22%
$58.39 - $67.04 $9.52K - $10.9K
5.23K $331K
MLPX
Global X Mlp & Energy Infrastr

ETFs
25
+ 0.54%
$54.89 - $64.32 $1.37K - $1.61K
4.67K $282K
IVW
Ishares S&P 500 Growth ETF

ETFs
14
+ 0.28%
$94.43 - $105.47 $1.32K - $1.48K
5.01K $508K
VV
Vanguard Large Cap ETF

ETFs
89
+ 11.18%
$260.27 - $280.65 $23.2K - $25K
885 $238K
EFSC
Enterprise Financial Services Corp

Financial Services
2
+ 0.04%
$49.0 - $61.38 $98 - $123
5.23K $294K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.4K
+ 11.85%
$75.1 - $82.99 $256K - $282K
32.1K $2.43M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
490
+ 2.94%
$113.92 - $127.38 $55.8K - $62.4K
17.2K $1.98M
IWV
Ishares Russell 3000 ETF

ETFs
10
+ 0.32%
$323.08 - $349.08 $3.23K - $3.49K
3.17K $1.06M
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
Track This Portfolio

Track Visionary Wealth Advisors Portfolio

Follow Visionary Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email