Visionary Wealth Advisors Purchases in Q1 2025

Visionary Wealth Advisors

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
797
+ 8.61%
N/A
10.1K $1.96M
CGUS
Capital Group Core Equity ETF
5.04K
+ 50.35%
$33.08 - $36.62 $167K - $184K
15K $502K
CGGR
Capital Group Growth ETF Shs C

ETFs
5.03K
+ 69.74%
$33.98 - $39.84 $171K - $200K
12.2K $419K
XLC
Select Sector Spdr Tr Communic

ETFs
1.58K
+ 35.4%
$94.84 - $105.31 $150K - $166K
6.04K $582K
LLY
Eli Lilly & CO

Healthcare
42
+ 1.95%
$725.72 - $929.72 $30.5K - $39K
2.2K $1.81M
MCD
Mcdonalds Corp

Consumer Cyclical
86
+ 1.66%
$279.74 - $321.29 $24.1K - $27.6K
5.28K $1.65M
MEAR
Blackrock Short Maturity Munic

ETFs
2.8K
+ 67.18%
$49.97 - $50.36 $140K - $141K
6.96K $349K
NFLX
Netflix Inc

Communication Services
100
+ 8.93%
$828.4 - $1058.6 $82.8K - $106K
1.22K $1.14M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
467
+ 2.29%
$68.32 - $75.06 $31.9K - $35.1K
20.9K $1.56M
MA
Mastercard Inc

Financial Services
19
+ 0.34%
$504.67 - $576.31 $9.59K - $10.9K
5.57K $3.05M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.52K
+ 8.27%
$36.91 - $41.03 $56.1K - $62.4K
19.9K $789K
GS
Goldman Sachs Group Inc

Financial Services
246
+ 23.61%
$524.81 - $672.19 $129K - $165K
1.29K $703K
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.1K
+ 8.39%
$21.75 - $24.28 $241K - $269K
143K $3.16M
IBM
International Business Machines Corp

Technology
103
+ 4.01%
$217.4 - $264.74 $22.4K - $27.3K
2.67K $663K
UBER
Uber Technologies, Inc

Technology
444
+ 8.45%
$63.17 - $81.49 $28K - $36.2K
5.7K $415K
DUK
Duke Energy Corp

Utilities
68
+ 1.09%
$105.87 - $121.97 $7.2K - $8.29K
6.32K $770K
YMAR
First Tr Ex Tr Viii Cboe Vest
1K
+ 1.72%
$22.77 - $24.61 $22.8K - $24.6K
59.1K $1.42M
USRT
Ishares Core U.S. Reit ETF

ETFs
1.14K
+ 1.59%
$55.14 - $60.29 $63.1K - $69K
73.1K $4.21M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
2.06K
+ 37.01%
$36.46 - $39.9 $75.3K - $82.4K
7.64K $292K
VEU
Vanguard Ftse All World Ex Us

ETFs
64
+ 0.26%
$56.51 - $62.98 $3.62K - $4.03K
24.3K $1.48M
RWL
Invesco Exchange Traded Fd Tr

ETFs
713
+ 10.99%
$96.9 - $104.39 $69.1K - $74.4K
7.2K $715K
WMB
Williams Companies, Inc.

Energy
23
+ 0.17%
$54.02 - $61.09 $1.24K - $1.41K
13.9K $833K
DE
Deere & CO

Industrials
38
+ 3.18%
$408.57 - $509.27 $15.5K - $19.4K
1.23K $579K
MCK
Mckesson Corp

Healthcare
20
+ 3.8%
$566.21 - $672.99 $11.3K - $13.5K
546 $367K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
211
+ 1.29%
$114.57 - $118.14 $24.2K - $24.9K
16.5K $1.95M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.92K
+ 19.26%
$81.1 - $94.7 $156K - $182K
11.9K $964K
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.12K
+ 3.03%
$50.17 - $51.45 $106K - $109K
72K $3.63M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
844
+ 3.87%
$42.5 - $46.71 $35.9K - $39.4K
22.7K $1.03M
MINO
Pimco ETF Tr Municipal Income

ETFs
1.8K
+ 3.28%
$44.44 - $45.83 $79.8K - $82.3K
56.5K $2.53M
MPLX
Mplx LP

Energy
638
+ 12.77%
$47.88 - $54.65 $30.5K - $34.9K
5.63K $301K
GNR
Spdr S&P Global Natural Resour

ETFs
250
+ 1.77%
$50.12 - $54.48 $12.5K - $13.6K
14.4K $766K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.82K
+ 3.12%
$49.25 - $50.66 $89.6K - $92.2K
60.1K $2.98M
TAXF
American Centy ETF Tr Diversif

ETFs
2.39K
+ 2.66%
$49.19 - $50.86 $118K - $122K
92.4K $4.57M
IAU
Ishares Gold Trust

ETFs
113
+ 2.05%
$49.74 - $58.96 $5.62K - $6.66K
5.62K $331K
AON
Aon PLC

Financial Services
15
+ 1.18%
$348.44 - $409.32 $5.23K - $6.14K
1.28K $511K
GE
General Electric CO

Industrials
39
+ 2.67%
$168.59 - $212.13 $6.58K - $8.27K
1.5K $299K
BRSP
Bright Spire Capital, Inc.

Real Estate
10.1K
New
$5.48 - $6.23 $55.1K - $62.6K
10.1K $55K
CB
Chubb LTD

Financial Services
102
+ 11.15%
$257.71 - $301.99 $26.3K - $30.8K
1.02K $307K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.66K
+ 5.97%
$22.46 - $23.26 $37.3K - $38.6K
29.5K $682K
WM
Waste Management Inc

Industrials
46
+ 3.57%
$200.54 - $233.78 $9.22K - $10.8K
1.34K $309K
AOR
Ishares Tr Core Growth Allocat

ETFs
660
+ 1.94%
$56.63 - $59.39 $37.4K - $39.2K
34.8K $2M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
2.19K
+ 7.51%
$20.07 - $20.16 $44K - $44.2K
31.4K $631K
ZS
Zscaler, Inc.

Technology
15
+ 0.66%
$181.66 - $216.87 $2.72K - $3.25K
2.3K $456K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
3.15K
+ 10.88%
$37.78 - $43.82 $119K - $138K
32.1K $1.27M
MU
Micron Technology Inc

Technology
238
+ 2.91%
$86.89 - $109.38 $20.7K - $26K
8.43K $732K
UTG
Reaves Utility Income Fund

Financial Services
1.09K
+ 16.15%
$31.08 - $34.42 $34K - $37.7K
7.87K $255K
FENY
Fidelity Covington Tr Msci Ene

ETFs
69
+ 0.32%
$23.24 - $26.16 $1.6K - $1.81K
21.9K $559K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
281
+ 0.52%
$24.73 - $25.62 $6.95K - $7.2K
54.4K $1.39M
MS
Morgan Stanley

Financial Services
826
+ 12.52%
$111.68 - $141.08 $92.2K - $117K
7.42K $866K
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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