Visionary Wealth Advisors Purchases in Q2 2025

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MU
Micron Technology Inc

Technology
1.34K
+ 15.91%
$64.72 - $127.91 $86.8K - $172K
9.77K $1.2M
SVOL
Simplify ETF Simplify Volatili

ETFs
23.5K
+ 14.16%
$13.97 - $19.98 $328K - $469K
189K $3.48M
MELI
Mercadolibre Inc

Consumer Cyclical
21
+ 3.43%
$1794.73 - $2613.63 $37.7K - $54.9K
634 $1.66M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
10.2K
+ 20.63%
$23.4 - $29.68 $238K - $302K
59.6K $1.77M
DISV
Dimensional ETF Tr Dimensional

ETFs
8.18K
+ 16.51%
$25.93 - $32.91 $212K - $269K
57.7K $1.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.68K
+ 4.37%
$72.96 - $90.39 $123K - $152K
40.1K $3.59M
XLP
Consumer Staples Sector Spdr

ETFs
5.79K
+ 107.73%
N/A
11.2K $848K
WRB
Berkley W R Corp

Financial Services
5.94K
New
$64.28 - $75.17 $382K - $446K
5.94K $436K
UBER
Uber Technologies, Inc

Technology
3.41K
+ 59.84%
$64.62 - $93.3 $220K - $318K
9.11K $850K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.78K
New
$83.97 - $92.85 $401K - $443K
4.78K $421K
DELL
Dell Technologies Inc.

Technology
1.45K
+ 19.44%
$71.63 - $125.98 $104K - $182K
8.88K $1.09M
EOG
Eog Resources Inc

Energy
3.42K
New
$104.61 - $129.97 $358K - $444K
3.42K $409K
BLOK
Amplify ETF Tr Trnsformational

ETFs
565
+ 3.07%
$32.56 - $57.11 $18.4K - $32.3K
19K $1.08M
LNG
Cheniere Energy, Inc.

Energy
1.63K
New
$197.25 - $244.33 $322K - $399K
1.63K $397K
VOT
Vanguard Mid Cap Growth Index

ETFs
282
+ 3.59%
$216.28 - $284.39 $61K - $80.2K
8.14K $2.32M
NKE
Nike, Inc.

Consumer Cyclical
5.41K
New
$53.27 - $72.04 $288K - $389K
5.41K $384K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
31.7K
+ 10.65%
$10.49 - $12.99 $332K - $412K
329K $4.19M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.68K
+ 19.13%
$59.24 - $71.39 $218K - $263K
22.9K $1.63M
WFC
Wells Fargo & Company

Financial Services
3.89K
+ 71.4%
$60.98 - $80.12 $237K - $311K
9.33K $747K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
663
+ 1.93%
$63.36 - $80.23 $42K - $53.2K
35K $2.81M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.16K
+ 4.28%
$36.25 - $42.28 $187K - $218K
126K $5.31M
AEE
Ameren Corp

Utilities
3.98K
+ 46.01%
$94.23 - $101.68 $375K - $405K
12.6K $1.21M
CMBS
Ishares Cmbs ETF

ETFs
7.08K
New
$47.54 - $48.72 $336K - $345K
7.08K $344K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
11.4K
+ 49.91%
$28.36 - $31.3 $322K - $355K
34.1K $1.05M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.78K
+ 22.47%
$66.87 - $79.47 $253K - $301K
20.6K $1.64M
IONQ
Ion Q, Inc.

Technology
977
+ 6.98%
$20.68 - $48.04 $20.2K - $46.9K
15K $643K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.43K
+ 62.56%
$82.51 - $109.2 $201K - $266K
6.32K $690K
CRM
Salesforce, Inc.

Technology
1.14K
+ 27.04%
$236.26 - $291.15 $269K - $331K
5.34K $1.46M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
15.9K
New
$20.04 - $20.55 $319K - $327K
15.9K $326K
IYW
Ishares Dj Us Tech ETF

ETFs
18
+ 0.19%
$122.57 - $173.27 $2.21K - $3.12K
9.65K $1.67M
VPU
Vanguard Utilities ETF

ETFs
1.02K
+ 4.42%
$158.36 - $178.82 $162K - $183K
24.2K $4.27M
VBR
Vanguard Small Cap Value ETF

ETFs
1.44K
+ 39.23%
$162.76 - $195.77 $235K - $282K
5.12K $998K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.11K
New
$49.79 - $50.75 $304K - $310K
6.11K $309K
KAPR
Innovator U.S. Small Cap Power

ETFs
9.45K
New
$28.5 - $32.39 $269K - $306K
9.45K $306K
AUSF
Global X Fds Adaptive U S Fact

ETFs
6.05K
+ 21.34%
$39.16 - $44.7 $237K - $270K
34.4K $1.54M
VST
Vistra Corp.

Utilities
523
+ 21.21%
$98.07 - $195.04 $51.3K - $102K
2.99K $579K
VIST
Vista Energy, S.A.B. De C.V.

Energy
6.05K
New
$34.98 - $53.05 $212K - $321K
6.05K $289K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.1K
New
$22.81 - $22.97 $275K - $277K
12.1K $276K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
11.8K
New
$23.29 - $23.38 $275K - $276K
11.8K $275K
APP
App Lovin Corp

Technology
781
New
$219.37 - $417.89 $171K - $326K
781 $273K
CEG
Constellation Energy Corp

Utilities
831
New
$170.96 - $322.76 $142K - $268K
831 $268K
IBM
International Business Machines Corp

Technology
481
+ 18.01%
$221.03 - $294.78 $106K - $142K
3.15K $928K
EFG
Msci Eafe Growth ETF

ETFs
108
+ 0.52%
$89.8 - $112.0 $9.7K - $12.1K
20.9K $2.34M
GTLS
Chart Industries Inc

Industrials
1.58K
New
$115.08 - $175.5 $182K - $277K
1.58K $260K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.5K
New
$22.3 - $22.57 $257K - $260K
11.5K $259K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.19K
New
$61.92 - $81.5 $197K - $260K
3.19K $259K
CAT
Caterpillar Inc

Industrials
280
+ 10.97%
$273.94 - $388.21 $76.7K - $109K
2.83K $1.1M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.58K
New
$40.51 - $71.03 $145K - $254K
3.58K $251K
BAC
Bank Of America Corp

Financial Services
250
+ 0.59%
$34.39 - $47.46 $8.6K - $11.9K
42.7K $2.02M
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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