Visionary Wealth Advisors Incresed Positions in Q3 2024

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.53K
+ 31.8%
$162.83 - $179.16 $248K - $273K
6.32K $1.13M
GLDM
World Gold Trust

ETFs
2.41K
+ 6.64%
$46.2 - $53.01 $111K - $127K
38.6K $2.01M
SPYG
Spdr Portfolio

ETFs
3.77K
+ 35.17%
$73.38 - $84.1 $276K - $317K
14.5K $1.2M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
8.25K
+ 10.84%
$29.59 - $31.63 $244K - $261K
84.4K $2.66M
FEMB
First Tr ETF Emerging Markets

ETFs
9.85K
+ 35.01%
$26.93 - $29.14 $265K - $287K
38K $1.1M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
5.02K
+ 5.84%
$41.93 - $44.13 $210K - $221K
91K $4.01M
MSTR
Microstrategy Inc

Technology
5.7K
+ 1087.21%
$114.3 - $1800.09 $651K - $10.3M
6.22K $1.05M
PAUG
Innovator U.S. Equity Power Bu

ETFs
7.99K
+ 50.25%
$35.57 - $37.86 $284K - $303K
23.9K $904K
SJNK
Spdr Bloomberg Short Term High

ETFs
9.59K
+ 10.05%
$24.8 - $25.75 $238K - $247K
105K $2.71M
BOND
Pimco Active Bond Exchange Tra

ETFs
329
+ 0.41%
$90.01 - $95.32 $29.6K - $31.4K
81.2K $7.68M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.42K
+ 1.44%
$38.51 - $41.69 $54.5K - $59K
100K $4.17M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.74K
+ 6.46%
$75.32 - $84.37 $131K - $147K
28.7K $2.4M
PSX
Phillips 66

Energy
6.66K
+ 10.94%
$125.0 - $147.17 $832K - $980K
67.5K $8.87M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.13K
+ 8.03%
$33.74 - $37.96 $139K - $157K
55.5K $2.08M
IWN
Ishares Russell2000 Val ETF

ETFs
34
+ 0.18%
$150.05 - $171.34 $5.1K - $5.83K
18.8K $3.14M
PLTR
Palantir Technologies Inc.

Technology
734
+ 3.57%
$24.09 - $37.95 $17.7K - $27.9K
21.3K $793K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
778
+ 2.52%
$178.94 - $207.0 $139K - $161K
31.6K $6.35M
FTCS
First Trust Capital Strength E

ETFs
389
+ 1.13%
$83.58 - $90.94 $32.5K - $35.4K
34.9K $3.17M
IOO
Ishares Tr Global 100 ETF

ETFs
2.16K
+ 11.78%
$89.63 - $100.83 $194K - $218K
20.5K $2.03M
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.33%
$1591.44 - $2140.1 $3.18K - $4.28K
617 $1.27M
HYG
Ishares Tr

ETFs
2.84K
+ 35.32%
$76.72 - $80.36 $218K - $228K
10.9K $873K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.49K
+ 14.82%
$81.31 - $83.29 $202K - $207K
19.3K $1.6M
DFAX
Dimensional ETF Tr
1.2K
+ 1.01%
$24.29 - $27.25 $29.1K - $32.7K
120K $3.25M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
3.56K
+ 41.78%
$51.3 - $59.04 $182K - $210K
12.1K $663K
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.11K
+ 5.53%
$51.0 - $52.05 $159K - $162K
59.3K $3.08M
URA
Global X Uranium ETF

ETFs
7.85K
+ 15.65%
$23.18 - $31.26 $182K - $245K
58K $1.66M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
377
+ 1.79%
$72.52 - $82.35 $27.3K - $31K
21.5K $1.76M
VTI
Vanguard Total Stock Market Et

ETFs
262
+ 3.27%
$255.18 - $283.2 $66.9K - $74.2K
8.28K $2.34M
CVX
Chevron Corp

Energy
5.79K
+ 8.12%
$137.88 - $161.97 $798K - $937K
77.1K $11.3M
VNQ
Vanguard Specialized Funds Van

ETFs
281
+ 2.27%
$82.97 - $98.97 $23.3K - $27.8K
12.7K $1.23M
HYLS
First Tr Tactical High Yield L

ETFs
686
+ 0.58%
$40.54 - $42.23 $27.8K - $29K
120K $5.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
82
+ 0.49%
$105.53 - $118.34 $8.65K - $9.7K
16.7K $1.95M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
544
+ 2.13%
$33.89 - $41.64 $18.4K - $22.7K
26.1K $1.04M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.35K
+ 8.47%
$96.3 - $106.49 $130K - $144K
17.3K $1.81M
EFG
Msci Eafe Growth ETF

ETFs
544
+ 2.62%
$96.84 - $108.77 $52.7K - $59.2K
21.3K $2.29M
ABT
Abbott Laboratories

Healthcare
1.08K
+ 23.84%
$100.07 - $118.13 $108K - $128K
5.62K $640K
INDA
Ishares Msci India Index Fund

ETFs
2.23K
+ 17.21%
$54.86 - $59.22 $122K - $132K
15.2K $889K
BX
Blackstone Inc.

Financial Services
55
+ 1.04%
$120.77 - $159.66 $6.64K - $8.78K
5.33K $815K
KKR
Kkr & Co. Inc.

Financial Services
3
+ 0.05%
$104.51 - $133.23 $314 - $400
6.44K $840K
NEM
Newmont Corp

Basic Materials
292
+ 2.29%
$41.65 - $55.85 $12.2K - $16.3K
13K $697K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
5.47K
+ 15.95%
$28.82 - $30.15 $158K - $165K
39.8K $1.16M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
61
+ 0.05%
$47.95 - $49.61 $2.92K - $3.03K
115K $5.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
148
+ 0.36%
$61.11 - $67.85 $9.04K - $10K
41.5K $2.82M
SIVR
Abrdn Silver ETF Trust

ETFs
4.49K
+ 50.47%
$25.48 - $30.77 $114K - $138K
13.4K $398K
IBM
International Business Machines Corp

Technology
126
+ 4.97%
$175.1 - $223.38 $22.1K - $28.1K
2.66K $588K
GAA
Cambria Global Asset Allocatio

ETFs
3.68K
+ 11.22%
$28.14 - $29.95 $104K - $110K
36.5K $1.08M
VEU
Vanguard Ftse All World Ex Us

ETFs
737
+ 3.18%
$56.47 - $63.69 $41.6K - $46.9K
23.9K $1.51M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.93K
+ 46.12%
$59.25 - $65.33 $115K - $126K
6.12K $397K
JNK
Spdr Bloomberg High Yield Bond

ETFs
186
+ 0.51%
$93.65 - $97.81 $17.4K - $18.2K
36.4K $3.56M
Activity Summary
Buys All Purchases 279 New Holdings 51 Increased Positions 228 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 1 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