Visionary Wealth Advisors Purchases in Q1 2025

Visionary Wealth Advisors

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
221
+ 17.87%
$222.66 - $268.42 $49.2K - $59.3K
1.46K $340K
MUB
Ishares National Muni Bond ETF

ETFs
516
+ 2.57%
$104.71 - $107.69 $54K - $55.6K
20.6K $2.17M
MMM
3 M CO

Industrials
26
+ 1.63%
$129.7 - $155.12 $3.37K - $4.03K
1.62K $238K
FCX
Freeport Mcmoran Inc

Basic Materials
888
+ 6.62%
$34.5 - $43.01 $30.6K - $38.2K
14.3K $541K
VLO
Valero Energy Corp

Energy
100
+ 5.33%
$121.76 - $142.99 $12.2K - $14.3K
1.98K $260K
AXP
American Express CO

Financial Services
207
+ 22.72%
$255.39 - $325.87 $52.9K - $67.5K
1.12K $300K
C
Citigroup Inc

Financial Services
388
+ 12.9%
$67.23 - $84.63 $26.1K - $32.8K
3.4K $241K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
98
+ 4.52%
$408.78 - $448.82 $40.1K - $44K
2.27K $952K
ITOT
Ishares Core S&P Total U.S. St

ETFs
769
+ 7.8%
$120.29 - $134.6 $92.5K - $104K
10.6K $1.3M
NAK
Northern Dynasty Minerals LTD

Basic Materials
25K
New
$0.58 - $1.22 $14.5K - $30.5K
25K $28K
IFRA
Ishares Tr

ETFs
902
+ 5.85%
$44.8 - $49.25 $40.4K - $44.4K
16.3K $735K
JHMM
John Hancock Multifactor Mid C

ETFs
584
+ 9.61%
$55.69 - $63.12 $32.5K - $36.9K
6.66K $381K
PDI
Pimco Dynamic Income Fund

Financial Services
56
+ 0.49%
$18.51 - $20.05 $1.04K - $1.12K
11.6K $229K
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.12K
+ 9.53%
$54.51 - $63.63 $115K - $135K
24.3K $1.36M
ROAM
Hartford Multifactor Emerging

ETFs
223
+ 1.23%
$22.41 - $24.25 $5K - $5.41K
18.4K $433K
GOOGL
Alphabet Inc.

Communication Services
4.06K
+ 23.07%
$154.33 - $206.19 $627K - $838K
21.7K $3.35M
PANW
Palo Alto Networks Inc

Technology
291
+ 10.02%
$167.82 - $208.28 $48.8K - $60.6K
3.2K $545K
AOA
Ishares Tr Core Aggressive All

ETFs
258
+ 1.33%
$75.7 - $80.01 $19.5K - $20.6K
19.7K $1.51M
CMCSA
Comcast Corp

Communication Services
620
+ 7.6%
$33.19 - $38.23 $20.6K - $23.7K
8.78K $323K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
68
+ 1.34%
$126.11 - $135.06 $8.58K - $9.18K
5.15K $664K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
118
+ 1.37%
$23.43 - $25.55 $2.76K - $3.01K
8.7K $222K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
177
+ 1.39%
$93.32 - $95.35 $16.5K - $16.9K
12.9K $1.21M
PAVE
Global X Fds Us Infrastructure

ETFs
1.12K
+ 11.37%
$37.31 - $43.82 $41.6K - $48.9K
10.9K $411K
LADR
Ladder Capital Corp

Real Estate
342
+ 0.91%
$10.81 - $11.87 $3.7K - $4.06K
37.7K $430K
ARCC
Ares Capital Corp

Financial Services
284
+ 2.25%
$21.28 - $23.81 $6.04K - $6.76K
12.9K $286K
FSK
Fs Kkr Capital Corp

Financial Services
2.43K
+ 4.69%
$20.47 - $24.06 $49.7K - $58.4K
54.2K $1.13M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
20
+ 0.79%
$97.38 - $104.52 $1.95K - $2.09K
2.56K $261K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
136
+ 2.96%
$49.42 - $50.43 $6.72K - $6.86K
4.72K $236K
ORCC
Owl Rock Capital Corp

Financial Services
609
+ 1.71%
N/A
36.2K $485K
FLMI
Franklin Dynamic Municipal Bon

ETFs
183
+ 0.88%
$24.22 - $24.86 $4.43K - $4.55K
21K $513K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.14%
$283.24 - $338.07 $283 - $338
694 $204K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
98
+ 0.79%
$23.87 - $24.35 $2.34K - $2.39K
12.6K $301K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
52
+ 0.82%
$49.69 - $50.76 $2.58K - $2.64K
6.38K $318K
Volatility Shs Tr
17.3K
New
N/A
17.3K $0
Mesoblast LTD
10.9K
New
N/A
10.9K $0
Rbb Fund Trust
8.75K
New
N/A
8.75K $0
Dimensional ETF Trust
3.59K
New
N/A
3.59K $0
Tidal Tr Ii
2.39K
+ 11.88%
N/A
22.5K $0
PNOV
Innovator U.S. Equity Power Bu
9.67K
New
N/A
9.67K $0
Tidal Tr Ii
10K
New
N/A
10K $0
Pimco ETF Tr
1.3K
+ 54.39%
N/A
3.69K $0
Tidal Tr Ii
6.22K
+ 27.71%
N/A
28.7K $0
Innovator Etfs Trust
1.06K
+ 9.76%
N/A
11.9K $0
Tidal Tr Ii
16.4K
New
N/A
16.4K $0
Tidal Tr Ii
3.44K
+ 15.65%
N/A
25.4K $0
Tidal Tr Ii
2.72K
+ 23.34%
N/A
14.4K $0
Capital Grp Fixed Incm ETF T
8.57K
New
N/A
8.57K $0
Tidal Tr Ii
2.59K
+ 11.92%
N/A
24.3K $0
Tidal Tr Ii
3.49K
+ 16.69%
N/A
24.4K $0
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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