Visionary Wealth Advisors Purchases in Q2 2025

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ISCG
Ishares Morningstar Small Cap

ETFs
4.45K
+ 82.1%
$39.44 - $49.76 $176K - $222K
9.88K $491K
HUBB
Hubbell Inc

Industrials
607
New
$315.94 - $408.41 $192K - $248K
607 $247K
NEE
Nextera Energy Inc

Utilities
5.84K
+ 5.39%
$64.11 - $75.0 $374K - $438K
114K $7.92M
CVS
Cvs Health Corp

Healthcare
3.35K
+ 34.5%
$60.04 - $70.18 $201K - $235K
13K $899K
TXN
Texas Instruments Inc

Technology
1.22K
+ 12.09%
N/A
11.3K $2.19M
VGT
Vanguard Information Technolog

ETFs
21
+ 1.16%
$470.37 - $663.28 $9.88K - $13.9K
1.84K $1.22M
ROL
Rollins Inc

Consumer Cyclical
1.82K
+ 3.45%
$50.65 - $58.58 $92.3K - $107K
54.7K $3.08M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.04K
New
$57.41 - $74.81 $175K - $228K
3.04K $226K
ADP
Automatic Data Processing Inc

Industrials
490
+ 1.88%
$276.76 - $326.81 $136K - $160K
26.6K $8.2M
PSX
Phillips 66

Energy
4.41K
+ 6.11%
$92.87 - $125.73 $409K - $554K
76.5K $9.13M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.74K
New
$101.93 - $128.63 $177K - $223K
1.74K $223K
GLDM
World Gold Trust

ETFs
1.98K
+ 7.61%
$58.96 - $67.97 $117K - $134K
27.9K $1.83M
CDE
Coeur Mining, Inc.

Basic Materials
14.3K
+ 44.62%
$4.81 - $9.46 $68.9K - $136K
46.4K $411K
MRK
Merck & Co., Inc.

Healthcare
4.46K
+ 35.41%
$73.47 - $87.12 $328K - $388K
17K $1.35M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.61K
New
$49.48 - $61.22 $179K - $221K
3.61K $219K
MCO
Moodys Corp

Financial Services
429
New
$396.7 - $501.59 $170K - $215K
429 $215K
VBK
Vanguard Small Cap Growth ETF

ETFs
278
+ 5.16%
$219.76 - $276.94 $61.1K - $77K
5.66K $1.57M
BNOV
Innovator U.S. Equity Buffer E

ETFs
5.14K
New
$34.94 - $41.25 $180K - $212K
5.14K $212K
VXF
Vanguard Extended Market ETF

ETFs
1.11K
New
$150.43 - $192.71 $166K - $213K
1.11K $212K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.95K
New
$89.44 - $108.59 $174K - $212K
1.95K $211K
CRDO
Credo Technology Group Holding LTD

Technology
2.29K
New
$33.3 - $95.05 $76.2K - $217K
2.29K $211K
RIO
Rio Tinto PLC

Basic Materials
3.6K
New
$52.32 - $62.75 $188K - $226K
3.6K $210K
ADI
Analog Devices Inc

Technology
882
New
$164.6 - $238.02 $145K - $210K
882 $209K
SIL
Global X Silver Miners ETF

ETFs
4.31K
New
$33.97 - $49.02 $146K - $211K
4.31K $207K
XLB
Select Sector Spdr Fd Material

ETFs
2.36K
New
$74.27 - $88.92 $176K - $210K
2.36K $207K
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.86K
New
$35.77 - $42.27 $174K - $205K
4.86K $205K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
2.33K
+ 24.95%
$52.11 - $64.98 $121K - $151K
11.7K $758K
ACWI
Ishares Msci Acwi ETF

ETFs
1.57K
New
$103.59 - $128.6 $162K - $202K
1.57K $201K
PEP
Pepsico Inc

Consumer Defensive
8.54K
+ 16.45%
$128.02 - $151.37 $1.09M - $1.29M
60.4K $7.98M
SO
Southern CO

Utilities
2.28K
+ 2.36%
$84.91 - $92.56 $193K - $211K
98.5K $9.04M
TTD
Trade Desk, Inc.

Technology
327
+ 3.34%
$45.27 - $79.4 $14.8K - $26K
10.1K $728K
MS
Morgan Stanley

Financial Services
90
+ 1.21%
$99.83 - $140.86 $8.98K - $12.7K
7.51K $1.06M
DGRO
Ishares Core Dividend Growth E

ETFs
147
+ 0.17%
$55.22 - $63.94 $8.12K - $9.4K
84.5K $5.4M
COST
Costco Wholesale Corp

Consumer Defensive
71
+ 2.76%
$908.13 - $1056.85 $64.5K - $75K
2.65K $2.62M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
5.3K
+ 7.56%
$19.33 - $22.25 $102K - $118K
75.4K $1.68M
VIS
Vanguard Industrial ETF

ETFs
182
+ 4.54%
$220.04 - $280.07 $40K - $51K
4.19K $1.17M
VEU
Vanguard Ftse All World Ex Us

ETFs
195
+ 0.8%
$54.19 - $67.22 $10.6K - $13.1K
24.5K $1.65M
C
Citigroup Inc

Financial Services
1.45K
+ 42.73%
$58.13 - $85.12 $84.3K - $124K
4.85K $412K
UTG
Reaves Utility Income Fund

Financial Services
3.75K
+ 47.72%
$29.08 - $36.18 $109K - $136K
11.6K $420K
KKR
Kkr & Co. Inc.

Financial Services
311
+ 4.53%
$92.79 - $134.29 $28.9K - $41.8K
7.18K $955K
XLU
Utilities Sector Spdr

ETFs
1.77K
+ 33.54%
$73.09 - $82.77 $129K - $146K
7.04K $575K
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.19K
+ 16.51%
$89.02 - $104.29 $106K - $124K
8.39K $874K
JHMM
John Hancock Multifactor Mid C

ETFs
2.11K
+ 31.7%
$50.32 - $61.13 $106K - $129K
8.77K $536K
APO
Apollo Global Management, Inc.

Financial Services
928
+ 25.41%
$108.68 - $145.07 $101K - $135K
4.58K $649K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.17K
+ 4.27%
$39.34 - $40.41 $164K - $168K
102K $4.09M
AOR
Ishares Tr Core Growth Allocat

ETFs
163
+ 0.47%
$53.36 - $61.57 $8.7K - $10K
34.9K $2.15M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
128
+ 0.76%
$86.05 - $107.7 $11K - $13.8K
17K $1.83M
IFRA
Ishares Tr

ETFs
1.47K
+ 8.99%
$40.97 - $49.19 $60.1K - $72.2K
17.8K $875K
HYLS
First Tr Tactical High Yield L

ETFs
1.1K
+ 0.92%
$39.8 - $41.84 $43.7K - $45.9K
120K $5.03M
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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