Visionary Wealth Advisors Incresed Positions in Q1 2025

Visionary Wealth Advisors

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
57K
+ 2495.71%
$114.1 - $135.66 $6.5M - $7.73M
59.3K $7.85M
JPIE
J P Morgan Exchange Traded Fd
100K
+ 40.52%
$45.46 - $46.18 $4.55M - $4.62M
347K $16M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
181K
+ 45.4%
$24.5 - $24.95 $4.43M - $4.51M
580K $14.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
32.9K
+ 23.23%
$100.32 - $100.76 $3.3M - $3.32M
175K $17.6M
JNJ
Johnson & Johnson

Healthcare
2.15K
+ 2.37%
$142.06 - $167.7 $305K - $360K
92.7K $15.4M
VPU
Vanguard Utilities ETF

ETFs
12.4K
+ 114.47%
$161.24 - $173.33 $1.99M - $2.14M
23.2K $3.96M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.33K
+ 66.66%
$551.42 - $612.93 $1.84M - $2.04M
8.33K $4.66M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
17.9K
+ 6.9%
N/A
277K $23.8M
XOM
Exxon Mobil Corp

Energy
4.21K
+ 5.04%
$105.44 - $118.93 $444K - $501K
87.8K $10.4M
VHT
Vanguard Health Care ETF

ETFs
5.37K
+ 219.34%
$254.06 - $273.83 $1.36M - $1.47M
7.81K $2.07M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
30.8K
+ 44.45%
$51.45 - $58.51 $1.59M - $1.8M
100K $5.19M
CLOI
Vaneck ETF Tr

ETFs
21.1K
+ 44.95%
$52.68 - $53.16 $1.11M - $1.12M
68.1K $3.6M
PSX
Phillips 66

Energy
3.77K
+ 5.52%
$113.93 - $131.55 $430K - $496K
72.1K $8.9M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.07K
+ 3.33%
$79.66 - $108.41 $85.1K - $116K
33.1K $3.59M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
21.5K
+ 5.7%
$49.78 - $53.19 $1.07M - $1.15M
399K $20.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.05K
+ 14.72%
$507.05 - $563.67 $1.55M - $1.72M
23.8K $12.2M
VTV
Vanguard Value ETF

ETFs
4.62K
+ 6.55%
$167.73 - $179.21 $775K - $828K
75.1K $13M
SJM
J M Smucker CO

Consumer Defensive
4.36K
+ 7.19%
$100.41 - $118.41 $438K - $517K
65K $7.7M
BALT
Innovator Etfs Tr
29.9K
+ 25.76%
$31.31 - $31.89 $936K - $953K
146K $4.58M
SJNK
Spdr Bloomberg Short Term High

ETFs
36.9K
+ 31.59%
$25.08 - $25.64 $925K - $946K
154K $3.87M
SVOL
Simplify ETF Simplify Volatili

ETFs
61.8K
+ 59.47%
$17.92 - $21.7 $1.11M - $1.34M
166K $3.01M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
809
+ 0.53%
$26.05 - $30.88 $21.1K - $25K
153K $4.73M
DFIV
Dimensional ETF Tr

ETFs
5.32K
+ 3.8%
$35.33 - $40.77 $188K - $217K
145K $5.72M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.38K
+ 67.56%
$169.43 - $182.84 $742K - $801K
10.9K $1.88M
FTGC
First Trust Global Tactical CO

ETFs
27.1K
+ 79.93%
$23.95 - $25.86 $648K - $700K
61K $1.56M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
5.99K
+ 63.13%
$161.27 - $192.3 $966K - $1.15M
15.5K $2.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.32K
+ 19.67%
$74.85 - $84.89 $473K - $537K
38.5K $3.14M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
15.4K
+ 7.51%
$39.61 - $42.65 $610K - $657K
221K $8.99M
PEP
Pepsico Inc

Consumer Defensive
5.2K
+ 11.12%
$142.64 - $156.42 $741K - $813K
51.9K $7.78M
VB
Vanguard Small Cap ETF

ETFs
4.84K
+ 19.2%
$217.89 - $252.64 $1.06M - $1.22M
30.1K $6.67M
FPE
First Tr Pfd Secs & Income ETF

ETFs
33.2K
+ 93.79%
$17.53 - $17.87 $583K - $594K
68.7K $1.21M
QCOM
Qualcomm Inc

Technology
3.72K
+ 6.93%
$151.94 - $175.86 $565K - $654K
57.4K $8.82M
COP
Conocophillips

Energy
5.03K
+ 83.22%
$88.6 - $105.85 $446K - $533K
11.1K $1.16M
RLY
Ssga Active ETF Tr

ETFs
863
+ 0.25%
$27.21 - $28.6 $23.5K - $24.7K
349K $9.96M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.51K
+ 33.72%
$77.7 - $78.94 $506K - $514K
25.8K $2.04M
AVLV
American Centy ETF Tr Avantis
18.5K
+ 4.14%
$63.51 - $70.42 $1.17M - $1.3M
465K $30.3M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
36.2K
+ 13.86%
$11.96 - $13.56 $433K - $491K
298K $3.82M
AUSF
Global X Fds Adaptive U S Fact

ETFs
10.6K
+ 60.01%
$41.68 - $43.97 $443K - $467K
28.3K $1.24M
PG
Procter & Gamble CO

Consumer Defensive
711
+ 0.54%
$158.56 - $176.26 $113K - $125K
133K $22.6M
RDVY
First Trust Rising Dividend Ac

ETFs
8.64K
+ 16.96%
$57.22 - $63.39 $495K - $548K
59.6K $3.49M
HYG
Ishares Tr

ETFs
5.95K
+ 46.93%
$78.51 - $80.11 $467K - $477K
18.6K $1.47M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
18.6K
+ 15.59%
$21.23 - $22.14 $395K - $412K
138K $3.04M
MLPX
Global X Mlp & Energy Infrastr

ETFs
7.08K
+ 151.62%
$59.6 - $67.2 $422K - $476K
11.7K $749K
SPYG
Spdr Portfolio

ETFs
7.11K
+ 48.77%
$80.05 - $92.39 $569K - $657K
21.7K $1.74M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.97K
+ 25.61%
$44.72 - $46.25 $401K - $415K
44K $2.03M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6.07K
+ 160.22%
$77.33 - $90.16 $470K - $548K
9.87K $773K
VEA
Vanguard Ftse Developed Market

ETFs
4.19K
+ 5.5%
$47.4 - $52.99 $199K - $222K
80.4K $4.09M
IHDG
Wisdomtree Tr

ETFs
10.2K
+ 218.32%
$43.4 - $47.51 $441K - $483K
14.8K $643K
ROL
Rollins Inc

Consumer Cyclical
755
+ 1.45%
$45.65 - $54.03 $34.5K - $40.8K
52.8K $2.85M
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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