Visionary Wealth Advisors Purchases in Q1 2025

Visionary Wealth Advisors

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
293
+ 3.28%
$271.18 - $303.12 $79.5K - $88.8K
9.22K $2.54M
APO
Apollo Global Management, Inc.

Financial Services
290
+ 8.63%
$126.01 - $172.06 $36.5K - $49.9K
3.65K $500K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
355
+ 0.39%
$43.63 - $46.01 $15.5K - $16.3K
92.5K $4.08M
META
Meta Platforms, Inc.

Communication Services
114
+ 1.2%
$576.36 - $736.67 $65.7K - $84K
9.61K $5.54M
URA
Global X Uranium ETF

ETFs
6.44K
+ 10.86%
$22.92 - $30.98 $148K - $199K
65.7K $1.51M
HON
Honeywell International Inc

Industrials
65
+ 0.92%
$202.75 - $226.52 $13.2K - $14.7K
7.11K $1.51M
BAC
Bank Of America Corp

Financial Services
169
+ 0.4%
$39.61 - $47.74 $6.69K - $8.07K
42.4K $1.77M
CRM
Salesforce, Inc.

Technology
539
+ 14.7%
$268.36 - $359.95 $145K - $194K
4.21K $1.13M
SOXL
Direxion Daily Semiconductor B

ETFs
618
+ 6.42%
$15.95 - $35.15 $9.86K - $21.7K
10.3K $163K
AMD
Advanced Micro Devices Inc

Technology
740
+ 7.51%
$96.63 - $129.55 $71.5K - $95.9K
10.6K $1.09M
BX
Blackstone Inc.

Financial Services
49
+ 1.04%
$136.53 - $186.74 $6.69K - $9.15K
4.74K $662K
KKR
Kkr & Co. Inc.

Financial Services
400
+ 6.18%
$108.17 - $167.07 $43.3K - $66.8K
6.87K $794K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
353
+ 0.74%
$54.9 - $62.36 $19.4K - $22K
47.8K $2.66M
IWB
Ishares Tr Russell 1000 ETF

ETFs
59
+ 0.42%
$302.31 - $337.54 $17.8K - $19.9K
13.9K $4.28M
WMT
Walmart Inc.

Consumer Defensive
2.28K
+ 1.4%
$84.5 - $105.05 $193K - $240K
165K $14.5M
ORCL
Oracle Corp

Technology
661
+ 5.64%
$139.81 - $186.47 $92.4K - $123K
12.4K $1.73M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
609
+ 1.45%
$36.64 - $45.76 $22.3K - $27.9K
42.6K $1.6M
SYLD
Cambria Shareholder Yld ETF

ETFs
542
+ 0.87%
$62.77 - $71.4 $34K - $38.7K
62.5K $3.99M
IONQ
Ion Q, Inc.

Technology
438
+ 3.23%
$18.27 - $51.07 $8K - $22.4K
14K $309K
IWM
Ishares Russell 2000 ETF

ETFs
136
+ 1.01%
$198.1 - $229.79 $26.9K - $31.3K
13.6K $2.71M
NOW
Service Now, Inc.

Technology
195
+ 11.67%
$783.83 - $1170.39 $153K - $228K
1.87K $1.49M
IWY
Ishares Tr Russell 200 Growth

ETFs
47
+ 0.27%
$210.19 - $243.33 $9.88K - $11.4K
17.5K $3.68M
HD
Home Depot, Inc.

Consumer Cyclical
406
+ 1.49%
$347.25 - $424.87 $141K - $172K
27.6K $10.1M
UPS
United Parcel Service Inc

Industrials
4.4K
+ 7.32%
$109.66 - $136.26 $483K - $600K
64.5K $7.1M
GOOG
Alphabet Inc.

Communication Services
547
+ 2.87%
$156.06 - $207.71 $85.4K - $114K
19.6K $3.07M
VUG
Vanguard Growth ETF

ETFs
419
+ 2.11%
$369.1 - $427.61 $155K - $179K
20.3K $7.54M
XLK
Technology Sector Spdr

ETFs
2.49K
+ 5.41%
$206.38 - $242.18 $513K - $602K
48.5K $10M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.96K
+ 1.59%
$50.44 - $58.1 $200K - $230K
253K $13M
AMZN
Amazon Com Inc

Consumer Cyclical
1.91K
+ 3.26%
$190.26 - $242.06 $363K - $461K
60.5K $11.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
432
+ 0.8%
$360.07 - $417.26 $156K - $180K
54.5K $19.7M
NVDA
Nvidia Corp

Technology
3.82K
+ 4.04%
$106.98 - $149.43 $409K - $571K
98.5K $10.7M
TSLA
Tesla, Inc.

Consumer Cyclical
2.52K
+ 11.98%
$222.15 - $428.22 $559K - $1.08M
23.5K $6.09M
AAPL
Apple Inc.

Technology
726
+ 0.33%
$209.68 - $247.1 $152K - $179K
218K $48.3M
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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