Visionary Wealth Advisors Purchases in Q2 2025

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AOA
Ishares Tr Core Aggressive All

ETFs
10
+ 0.05%
$69.46 - $83.4 $695 - $834
19.7K $1.64M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
11
+ 0.19%
$113.67 - $150.4 $1.25K - $1.65K
5.8K $872K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.54K
+ 5.95%
$77.94 - $79.5 $120K - $122K
27.4K $2.17M
AXP
American Express CO

Financial Services
235
+ 21.02%
$231.39 - $318.98 $54.4K - $75K
1.35K $431K
GE
General Electric CO

Industrials
172
+ 11.49%
$166.81 - $257.39 $28.7K - $44.3K
1.67K $429K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
635
+ 4.16%
$42.95 - $53.21 $27.3K - $33.8K
15.9K $845K
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.03K
+ 3.69%
$24.94 - $31.15 $25.7K - $32.1K
28.9K $899K
DIS
Walt Disney CO

Communication Services
355
+ 11.23%
$81.72 - $124.01 $29K - $44K
3.52K $436K
AMAT
Applied Materials Inc

Technology
80
+ 3.07%
$126.95 - $183.52 $10.2K - $14.7K
2.69K $492K
IQLT
Ishares Msci Intl Quality Fact

ETFs
967
+ 4.86%
$35.9 - $43.76 $34.7K - $42.3K
20.9K $901K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
335
+ 1.48%
$39.89 - $49.46 $13.4K - $16.6K
23K $1.14M
IWV
Ishares Russell 3000 ETF

ETFs
9
+ 0.28%
$281.67 - $351.0 $2.54K - $3.16K
3.19K $1.12M
IDEV
Ishares Core Msci Intl Develop

ETFs
942
+ 18.49%
$61.79 - $76.67 $58.2K - $72.2K
6.04K $459K
BX
Blackstone Inc.

Financial Services
401
+ 8.46%
$120.07 - $151.11 $48.1K - $60.6K
5.14K $768K
TDIV
First Trust Nasdaq Technology

ETFs
157
+ 2.96%
$64.41 - $90.17 $10.1K - $14.2K
5.46K $492K
SOFI
So Fi Technologies, Inc.

Financial Services
1.62K
+ 14.89%
$9.5 - $18.21 $15.4K - $29.4K
12.5K $227K
BP
Bp PLC

Energy
4.22K
+ 63.84%
$26.11 - $33.81 $110K - $143K
10.8K $323K
EFV
Msci Eafe Value ETF

ETFs
284
+ 1.71%
$52.4 - $64.65 $14.9K - $18.4K
16.9K $1.07M
SF
Stifel Financial Corp

Financial Services
605
+ 18.98%
$76.49 - $103.78 $46.3K - $62.8K
3.79K $393K
CGGR
Capital Group Growth ETF Shs C

ETFs
358
+ 2.92%
$30.53 - $40.65 $10.9K - $14.6K
12.6K $512K
ISRG
Intuitive Surgical Inc

Healthcare
86
+ 9.1%
$451.58 - $565.94 $38.8K - $48.7K
1.03K $560K
UPS
United Parcel Service Inc

Industrials
6.66K
+ 10.32%
$91.92 - $110.2 $612K - $734K
71.2K $7.19M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.01K
+ 2.41%
$50.34 - $51.86 $101K - $104K
85.4K $4.38M
VCR
Vanguard Consumer Discretionar

ETFs
116
+ 11.26%
$290.42 - $364.35 $33.7K - $42.3K
1.15K $415K
T
At&T Inc.

Communication Services
1.61K
+ 3.55%
$26.33 - $28.94 $42.4K - $46.6K
47K $1.36M
CGUS
Capital Group Core Equity ETF
542
+ 3.6%
$29.93 - $36.93 $16.2K - $20K
15.6K $575K
DE
Deere & CO

Industrials
48
+ 3.89%
$412.99 - $531.48 $19.8K - $25.5K
1.28K $651K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1K
+ 9.64%
$26.99 - $33.86 $27K - $33.9K
11.4K $380K
VFVA
Vanguard Wellington Fd U S Val

ETFs
196
+ 1.8%
$97.51 - $118.42 $19.1K - $23.2K
11.1K $1.31M
BOTZ
Global X Fds

ETFs
919
+ 9.8%
$24.51 - $32.65 $22.5K - $30K
10.3K $336K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3
+ 0.06%
$57.46 - $75.58 $172 - $227
5.16K $389K
ITA
Ishares Tr

ETFs
60
+ 4.01%
$135.31 - $188.64 $8.12K - $11.3K
1.56K $293K
WMB
Williams Companies, Inc.

Energy
305
+ 2.19%
$54.33 - $62.87 $16.6K - $19.2K
14.2K $894K
XLY
Select Sector Spdr Consumer Di

ETFs
120
+ 7.49%
$176.34 - $218.59 $21.2K - $26.2K
1.72K $374K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
10
+ 0.26%
$108.06 - $135.3 $1.08K - $1.35K
3.93K $531K
SHOP
Shopify Inc.

Technology
49
+ 2.08%
$76.89 - $115.35 $3.77K - $5.65K
2.41K $277K
RJF
Raymond James Financial Inc

Financial Services
1
+ 0.03%
$123.65 - $153.88 $124 - $154
3.41K $522K
CG
Carlyle Group Inc.

Financial Services
3
+ 0.05%
$34.78 - $51.4 $104 - $154
6.26K $321K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.07%
$211.12 - $274.14 $211 - $274
1.35K $369K
CGGO
Capital Group Global Growth Eq

ETFs
298
+ 3.12%
$25.31 - $32.17 $7.54K - $9.59K
9.86K $315K
AOM
Ishares Tr Core Moderate Alloc

ETFs
523
+ 7.07%
$41.55 - $46.04 $21.7K - $24.1K
7.92K $364K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
842
+ 13.2%
$48.46 - $50.2 $40.8K - $42.3K
7.22K $358K
IAU
Ishares Gold Trust

ETFs
341
+ 6.07%
$56.1 - $64.74 $19.1K - $22.1K
5.96K $371K
VT
Vanguard Total World Stk Index

ETFs
80
+ 3.51%
$103.16 - $128.52 $8.25K - $10.3K
2.36K $303K
DFAS
Dimensional ETF Tr U S Small C

ETFs
237
+ 4.31%
$52.31 - $63.72 $12.4K - $15.1K
5.74K $365K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
49
+ 0.37%
$107.61 - $119.09 $5.27K - $5.84K
13.3K $1.58M
SIVR
Abrdn Silver ETF Trust

ETFs
503
+ 5.61%
$28.36 - $35.37 $14.3K - $17.8K
9.47K $325K
SHEN
Shenandoah Telecommunications CO

Communication Services
310
+ 1.11%
$11.04 - $14.3 $3.42K - $4.43K
28.2K $384K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
822
+ 9.45%
$22.63 - $26.95 $18.6K - $22.2K
9.52K $256K
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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