Visionary Wealth Advisors Incresed Positions in Q2 2025

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.68K
+ 19.13%
$59.24 - $71.39 $218K - $263K
22.9K $1.63M
WFC
Wells Fargo & Company

Financial Services
3.89K
+ 71.4%
$60.98 - $80.12 $237K - $311K
9.33K $747K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
663
+ 1.93%
$63.36 - $80.23 $42K - $53.2K
35K $2.81M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.16K
+ 4.28%
$36.25 - $42.28 $187K - $218K
126K $5.31M
AEE
Ameren Corp

Utilities
3.98K
+ 46.01%
$94.23 - $101.68 $375K - $405K
12.6K $1.21M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
11.4K
+ 49.91%
$28.36 - $31.3 $322K - $355K
34.1K $1.05M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.78K
+ 22.47%
$66.87 - $79.47 $253K - $301K
20.6K $1.64M
IONQ
Ion Q, Inc.

Technology
977
+ 6.98%
$20.68 - $48.04 $20.2K - $46.9K
15K $643K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.43K
+ 62.56%
$82.51 - $109.2 $201K - $266K
6.32K $690K
CRM
Salesforce, Inc.

Technology
1.14K
+ 27.04%
$236.26 - $291.15 $269K - $331K
5.34K $1.46M
VPU
Vanguard Utilities ETF

ETFs
1.02K
+ 4.42%
$158.36 - $178.82 $162K - $183K
24.2K $4.27M
VBR
Vanguard Small Cap Value ETF

ETFs
1.44K
+ 39.23%
$162.76 - $195.77 $235K - $282K
5.12K $998K
AUSF
Global X Fds Adaptive U S Fact

ETFs
6.05K
+ 21.34%
$39.16 - $44.7 $237K - $270K
34.4K $1.54M
VST
Vistra Corp.

Utilities
523
+ 21.21%
$98.07 - $195.04 $51.3K - $102K
2.99K $579K
IBM
International Business Machines Corp

Technology
481
+ 18.01%
$221.03 - $294.78 $106K - $142K
3.15K $928K
EFG
Msci Eafe Growth ETF

ETFs
108
+ 0.52%
$89.8 - $112.0 $9.7K - $12.1K
20.9K $2.34M
CAT
Caterpillar Inc

Industrials
280
+ 10.97%
$273.94 - $388.21 $76.7K - $109K
2.83K $1.1M
BAC
Bank Of America Corp

Financial Services
250
+ 0.59%
$34.39 - $47.46 $8.6K - $11.9K
42.7K $2.02M
ISCG
Ishares Morningstar Small Cap

ETFs
4.45K
+ 82.1%
$39.44 - $49.76 $176K - $222K
9.88K $491K
NEE
Nextera Energy Inc

Utilities
5.84K
+ 5.39%
$64.11 - $75.0 $374K - $438K
114K $7.92M
CVS
Cvs Health Corp

Healthcare
3.35K
+ 34.5%
$60.04 - $70.18 $201K - $235K
13K $899K
TXN
Texas Instruments Inc

Technology
1.22K
+ 12.09%
N/A
11.3K $2.19M
VGT
Vanguard Information Technolog

ETFs
21
+ 1.16%
$470.37 - $663.28 $9.88K - $13.9K
1.84K $1.22M
ROL
Rollins Inc

Consumer Cyclical
1.82K
+ 3.45%
$50.65 - $58.58 $92.3K - $107K
54.7K $3.08M
ADP
Automatic Data Processing Inc

Industrials
490
+ 1.88%
$276.76 - $326.81 $136K - $160K
26.6K $8.2M
PSX
Phillips 66

Energy
4.41K
+ 6.11%
$92.87 - $125.73 $409K - $554K
76.5K $9.13M
GLDM
World Gold Trust

ETFs
1.98K
+ 7.61%
$58.96 - $67.97 $117K - $134K
27.9K $1.83M
CDE
Coeur Mining, Inc.

Basic Materials
14.3K
+ 44.62%
$4.81 - $9.46 $68.9K - $136K
46.4K $411K
MRK
Merck & Co., Inc.

Healthcare
4.46K
+ 35.41%
$73.47 - $87.12 $328K - $388K
17K $1.35M
VBK
Vanguard Small Cap Growth ETF

ETFs
278
+ 5.16%
$219.76 - $276.94 $61.1K - $77K
5.66K $1.57M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
2.33K
+ 24.95%
$52.11 - $64.98 $121K - $151K
11.7K $758K
PEP
Pepsico Inc

Consumer Defensive
8.54K
+ 16.45%
$128.02 - $151.37 $1.09M - $1.29M
60.4K $7.98M
SO
Southern CO

Utilities
2.28K
+ 2.36%
$84.91 - $92.56 $193K - $211K
98.5K $9.04M
TTD
Trade Desk, Inc.

Technology
327
+ 3.34%
$45.27 - $79.4 $14.8K - $26K
10.1K $728K
MS
Morgan Stanley

Financial Services
90
+ 1.21%
$99.83 - $140.86 $8.98K - $12.7K
7.51K $1.06M
DGRO
Ishares Core Dividend Growth E

ETFs
147
+ 0.17%
$55.22 - $63.94 $8.12K - $9.4K
84.5K $5.4M
COST
Costco Wholesale Corp

Consumer Defensive
71
+ 2.76%
$908.13 - $1056.85 $64.5K - $75K
2.65K $2.62M
VIS
Vanguard Industrial ETF

ETFs
182
+ 4.54%
$220.04 - $280.07 $40K - $51K
4.19K $1.17M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
5.3K
+ 7.56%
$19.33 - $22.25 $102K - $118K
75.4K $1.68M
VEU
Vanguard Ftse All World Ex Us

ETFs
195
+ 0.8%
$54.19 - $67.22 $10.6K - $13.1K
24.5K $1.65M
C
Citigroup Inc

Financial Services
1.45K
+ 42.73%
$58.13 - $85.12 $84.3K - $124K
4.85K $412K
UTG
Reaves Utility Income Fund

Financial Services
3.75K
+ 47.72%
$29.08 - $36.18 $109K - $136K
11.6K $420K
KKR
Kkr & Co. Inc.

Financial Services
311
+ 4.53%
$92.79 - $134.29 $28.9K - $41.8K
7.18K $955K
XLU
Utilities Sector Spdr

ETFs
1.77K
+ 33.54%
$73.09 - $82.77 $129K - $146K
7.04K $575K
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.19K
+ 16.51%
$89.02 - $104.29 $106K - $124K
8.39K $874K
JHMM
John Hancock Multifactor Mid C

ETFs
2.11K
+ 31.7%
$50.32 - $61.13 $106K - $129K
8.77K $536K
APO
Apollo Global Management, Inc.

Financial Services
928
+ 25.41%
$108.68 - $145.07 $101K - $135K
4.58K $649K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.17K
+ 4.27%
$39.34 - $40.41 $164K - $168K
102K $4.09M
AOR
Ishares Tr Core Growth Allocat

ETFs
163
+ 0.47%
$53.36 - $61.57 $8.7K - $10K
34.9K $2.15M
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
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