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
BOND
Pimco Active Bond Exchange Tra

ETFs
2.47K
+ 2.95%
$89.27 - $92.9 $220K - $229K
86.3K $7.98M
BWX
Spdr Bloomberg International T

ETFs
17.8K
+ 70.46%
$20.94 - $22.04 $373K - $392K
43K $940K
DELL
Dell Technologies Inc.

Technology
4.97K
+ 201.09%
$90.34 - $124.66 $449K - $619K
7.44K $677K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.96K
+ 3.96%
$44.41 - $45.98 $265K - $274K
156K $7.14M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.92K
+ 3.31%
$27.01 - $28.54 $214K - $226K
247K $6.91M
NEE
Nextera Energy Inc

Utilities
6.24K
+ 6.11%
$66.96 - $76.16 $418K - $475K
108K $7.67M
DFAX
Dimensional ETF Tr
4.51K
+ 3.21%
$24.45 - $27.2 $110K - $123K
145K $3.81M
MGV
Vanguard Mega Cap Value

ETFs
2.14K
+ 36.25%
$123.61 - $133.01 $264K - $284K
8.03K $1.03M
T
At&T Inc.

Communication Services
1.89K
+ 4.34%
$21.56 - $28.28 $40.7K - $53.4K
45.4K $1.28M
MSTR
Microstrategy Inc

Technology
1.05K
+ 12.21%
$239.27 - $396.5 $251K - $415K
9.62K $2.77M
DFIC
Dimensional ETF Tr Dimensional

ETFs
8.97K
+ 47.37%
$25.54 - $28.79 $229K - $258K
27.9K $774K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
16.5K
+ 121.11%
$16.18 - $17.82 $267K - $294K
30.2K $505K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.29K
+ 28.7%
$65.27 - $71.18 $280K - $305K
19.2K $1.28M
VIG
Vanguard Dividend Appreciation

ETFs
1.47K
+ 2.04%
N/A
73.6K $13.4M
PM
Philip Morris International Inc.

Consumer Defensive
270
+ 4.65%
$117.15 - $158.79 $31.6K - $42.9K
6.07K $964K
AEE
Ameren Corp

Utilities
1.6K
+ 22.62%
$86.87 - $103.67 $139K - $165K
8.65K $868K
ALL
Allstate Corp

Financial Services
851
+ 19.89%
$180.99 - $210.18 $154K - $179K
5.13K $1.06M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2K
+ 78.65%
$113.59 - $123.29 $227K - $247K
4.54K $529K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.65K
+ 3.87%
$38.99 - $40.37 $142K - $147K
97.7K $3.94M
CVS
Cvs Health Corp

Healthcare
145
+ 1.52%
$44.22 - $68.64 $6.41K - $9.95K
9.7K $656K
DISV
Dimensional ETF Tr Dimensional

ETFs
3.81K
+ 8.33%
$26.09 - $30.21 $99.4K - $115K
49.6K $1.44M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.05K
+ 19.48%
$25.35 - $27.46 $204K - $221K
49.4K $1.31M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
10.7K
+ 17.99%
$21.3 - $22.61 $228K - $242K
70.1K $1.5M
LMT
Lockheed Martin Corp

Industrials
1.78K
+ 11.92%
$423.19 - $506.29 $755K - $903K
16.7K $7.48M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.08K
+ 3.5%
$39.96 - $43.3 $163K - $177K
121K $4.97M
V
Visa Inc.

Financial Services
57
+ 1.14%
$306.92 - $362.71 $17.5K - $20.7K
5.05K $1.77M
DGRO
Ishares Core Dividend Growth E

ETFs
2.48K
+ 3.03%
$60.46 - $64.42 $150K - $160K
84.3K $5.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.48K
+ 20.27%
$102.49 - $119.96 $357K - $418K
20.7K $2.16M
EPD
Enterprise Products Partners L.P.

Energy
9
+ 0.01%
$31.75 - $34.14 $286 - $307
64.5K $2.2M
CGDV
Capital Group Divid Value ETF

ETFs
2.6K
+ 1.21%
$34.95 - $37.36 $90.9K - $97.2K
218K $7.76M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23.1K
+ 6.2%
$32.42 - $36.13 $749K - $834K
396K $13.1M
TXN
Texas Instruments Inc

Technology
797
+ 8.61%
N/A
10.1K $1.96M
CGUS
Capital Group Core Equity ETF
5.04K
+ 50.35%
$33.08 - $36.62 $167K - $184K
15K $502K
CGGR
Capital Group Growth ETF Shs C

ETFs
5.03K
+ 69.74%
$33.98 - $39.84 $171K - $200K
12.2K $419K
XLC
Select Sector Spdr Tr Communic

ETFs
1.58K
+ 35.4%
$94.84 - $105.31 $150K - $166K
6.04K $582K
LLY
Eli Lilly & CO

Healthcare
42
+ 1.95%
$725.72 - $929.72 $30.5K - $39K
2.2K $1.81M
MCD
Mcdonalds Corp

Consumer Cyclical
86
+ 1.66%
$279.74 - $321.29 $24.1K - $27.6K
5.28K $1.65M
MEAR
Blackrock Short Maturity Munic

ETFs
2.8K
+ 67.18%
$49.97 - $50.36 $140K - $141K
6.96K $349K
NFLX
Netflix Inc

Communication Services
100
+ 8.93%
$828.4 - $1058.6 $82.8K - $106K
1.22K $1.14M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
467
+ 2.29%
$68.32 - $75.06 $31.9K - $35.1K
20.9K $1.56M
MA
Mastercard Inc

Financial Services
19
+ 0.34%
$504.67 - $576.31 $9.59K - $10.9K
5.57K $3.05M
COST
Costco Wholesale Corp

Consumer Defensive
56
+ 2.22%
$890.62 - $1076.86 $49.9K - $60.3K
2.58K $2.44M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.52K
+ 8.27%
$36.91 - $41.03 $56.1K - $62.4K
19.9K $789K
GS
Goldman Sachs Group Inc

Financial Services
246
+ 23.61%
$524.81 - $672.19 $129K - $165K
1.29K $703K
IBM
International Business Machines Corp

Technology
103
+ 4.01%
$217.4 - $264.74 $22.4K - $27.3K
2.67K $663K
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.1K
+ 8.39%
$21.75 - $24.28 $241K - $269K
143K $3.16M
UBER
Uber Technologies, Inc

Technology
444
+ 8.45%
$63.17 - $81.49 $28K - $36.2K
5.7K $415K
DUK
Duke Energy Corp

Utilities
68
+ 1.09%
$105.87 - $121.97 $7.2K - $8.29K
6.32K $770K
YMAR
First Tr Ex Tr Viii Cboe Vest
1K
+ 1.72%
$22.77 - $24.61 $22.8K - $24.6K
59.1K $1.42M
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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