Visionary Wealth Advisors Purchases in Q2 2025

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCK
Mckesson Corp

Healthcare
1
+ 0.18%
$652.83 - $732.78 $653 - $733
547 $400K
SLVP
Ishares Msci Global Silver And

ETFs
29
+ 0.26%
$12.77 - $18.26 $370 - $530
11.1K $198K
DRI
Darden Restaurants Inc

Consumer Cyclical
75
+ 5.03%
$186.58 - $225.78 $14K - $16.9K
1.57K $341K
HDV
Ishares Core High Dividend ETF

ETFs
338
+ 16.28%
$108.41 - $120.51 $36.6K - $40.7K
2.41K $282K
IEMG
Ishares Inc

ETFs
548
+ 3.86%
N/A
14.7K $790K
MGV
Vanguard Mega Cap Value

ETFs
82
+ 1.02%
$114.87 - $131.25 $9.42K - $10.8K
8.11K $1.06M
VV
Vanguard Large Cap ETF

ETFs
18
+ 2.27%
$228.25 - $285.3 $4.11K - $5.14K
811 $231K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
33
+ 0.64%
$114.78 - $133.31 $3.79K - $4.4K
5.19K $691K
FPE
First Tr Pfd Secs & Income ETF

ETFs
634
+ 0.92%
$16.93 - $17.81 $10.7K - $11.3K
69.3K $1.23M
O
Realty Income Corp

Real Estate
465
+ 9.17%
$52.27 - $58.52 $24.3K - $27.2K
5.53K $318K
XLRE
Select Sector Spdr Tr Real Est

ETFs
799
+ 3.24%
$37.08 - $42.26 $29.6K - $33.8K
25.5K $1.06M
STZ
Constellation Brands, Inc.

Consumer Defensive
294
+ 21.79%
$160.0 - $195.62 $47K - $57.5K
1.64K $267K
ABT
Abbott Laboratories

Healthcare
8
+ 0.14%
$123.95 - $138.08 $992 - $1.1K
5.55K $754K
KO
Coca Cola CO

Consumer Defensive
1.49K
+ 1.5%
$68.37 - $73.9 $102K - $110K
101K $7.15M
VLO
Valero Energy Corp

Energy
105
+ 5.32%
$104.69 - $141.77 $11K - $14.9K
2.08K $279K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
558
+ 1.03%
$24.98 - $25.66 $13.9K - $14.3K
54.9K $1.41M
DVY
Ishares Tr

ETFs
135
+ 8.72%
$118.37 - $134.86 $16K - $18.2K
1.68K $223K
ENB
Enbridge Inc

Energy
40
+ 0.55%
$41.09 - $47.16 $1.64K - $1.89K
7.33K $332K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
12
+ 0.25%
$50.09 - $51.09 $601 - $613
4.74K $241K
AMT
American Tower Corp

Real Estate
6
+ 0.52%
$203.96 - $228.19 $1.22K - $1.37K
1.16K $256K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
119
+ 0.95%
$23.36 - $24.11 $2.78K - $2.87K
12.7K $302K
MPLX
Mplx LP

Energy
232
+ 4.12%
$46.68 - $53.89 $10.8K - $12.5K
5.87K $302K
Tidal Tr Ii
1.95K
+ 19.44%
N/A
12K $0
Capital Grp Fixed Incm ETF T
113
+ 1.32%
N/A
8.69K $0
First Tr Exchange Traded Fd
10.3K
+ 11.44%
N/A
100K $0
Microstrategy Inc
1.9K
New
N/A
1.9K $0
Capital Group Core Balanced
1.13K
+ 6.66%
N/A
18.1K $0
Destiny Tech100 Inc
6.27K
New
N/A
6.27K $0
Tidal Tr Ii
2.98K
+ 20.72%
N/A
17.4K $0
Tidal Tr Ii
5.96K
+ 20.78%
N/A
34.6K $0
Morgan Stanley ETF Trust
5.38K
+ 24.95%
N/A
26.9K $0
Jacobs Solutions Inc
189
+ 10.78%
N/A
1.94K $0
Tidal Tr Ii
8.62K
+ 52.68%
N/A
25K $0
ITW
Illinois Tool Works Inc

Industrials
2
+ 0.19%
$218.41 - $252.43 $437 - $505
1.04K $257K
Fidelity Wise Origin Bitcoin
2.74K
New
N/A
2.74K $0
Vaneck Bitcoin ETF
8.9K
+ 23.03%
N/A
47.5K $0
Pimco ETF Tr
18.9K
+ 20.06%
N/A
113K $0
Ishares Bitcoin Trust ETF
13.6K
+ 15.47%
N/A
102K $0
Tortoise Capital Series Trus
96K
New
N/A
96K $0
Pimco ETF Tr
470K
+ 104.2%
N/A
921K $0
Aim ETF Products Trust
7.86K
New
N/A
7.86K $0
Astera Labs Inc
2.27K
New
N/A
2.27K $0
J P Morgan Exchange Traded F
7.48K
+ 4.1%
N/A
190K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
8.48K
New
N/A
8.48K $0
American Centy ETF Tr
68.8K
+ 140.54%
N/A
118K $0
Gsk PLC
8.22K
+ 4.01%
N/A
213K $0
Victory Portfolios Ii
6.07K
New
N/A
6.07K $0
First Tr Exchng Traded Fd Vi
20.4K
New
N/A
20.4K $0
SFLR
Innovator Etfs Tr Equity Manag
6.55K
New
N/A
6.55K $0
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
Track This Portfolio

Track Visionary Wealth Advisors Portfolio

Follow Visionary Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email