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
USRT
Ishares Core U.S. Reit ETF

ETFs
1.14K
+ 1.59%
$55.14 - $60.29 $63.1K - $69K
73.1K $4.21M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
2.06K
+ 37.01%
$36.46 - $39.9 $75.3K - $82.4K
7.64K $292K
VEU
Vanguard Ftse All World Ex Us

ETFs
64
+ 0.26%
$56.51 - $62.98 $3.62K - $4.03K
24.3K $1.48M
WMB
Williams Companies, Inc.

Energy
23
+ 0.17%
$54.02 - $61.09 $1.24K - $1.41K
13.9K $833K
RWL
Invesco Exchange Traded Fd Tr

ETFs
713
+ 10.99%
$96.9 - $104.39 $69.1K - $74.4K
7.2K $715K
DE
Deere & CO

Industrials
38
+ 3.18%
$408.57 - $509.27 $15.5K - $19.4K
1.23K $579K
MCK
Mckesson Corp

Healthcare
20
+ 3.8%
$566.21 - $672.99 $11.3K - $13.5K
546 $367K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.92K
+ 19.26%
$81.1 - $94.7 $156K - $182K
11.9K $964K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
211
+ 1.29%
$114.57 - $118.14 $24.2K - $24.9K
16.5K $1.95M
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.12K
+ 3.03%
$50.17 - $51.45 $106K - $109K
72K $3.63M
MINO
Pimco ETF Tr Municipal Income

ETFs
1.8K
+ 3.28%
$44.44 - $45.83 $79.8K - $82.3K
56.5K $2.53M
GNR
Spdr S&P Global Natural Resour

ETFs
250
+ 1.77%
$50.12 - $54.48 $12.5K - $13.6K
14.4K $766K
MPLX
Mplx LP

Energy
638
+ 12.77%
$47.88 - $54.65 $30.5K - $34.9K
5.63K $301K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.82K
+ 3.12%
$49.25 - $50.66 $89.6K - $92.2K
60.1K $2.98M
TAXF
American Centy ETF Tr Diversif

ETFs
2.39K
+ 2.66%
$49.19 - $50.86 $118K - $122K
92.4K $4.57M
IAU
Ishares Gold Trust

ETFs
113
+ 2.05%
$49.74 - $58.96 $5.62K - $6.66K
5.62K $331K
AON
Aon PLC

Financial Services
15
+ 1.18%
$348.44 - $409.32 $5.23K - $6.14K
1.28K $511K
GE
General Electric CO

Industrials
39
+ 2.67%
$168.59 - $212.13 $6.58K - $8.27K
1.5K $299K
CB
Chubb LTD

Financial Services
102
+ 11.15%
$257.71 - $301.99 $26.3K - $30.8K
1.02K $307K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.66K
+ 5.97%
$22.46 - $23.26 $37.3K - $38.6K
29.5K $682K
WM
Waste Management Inc

Industrials
46
+ 3.57%
$200.54 - $233.78 $9.22K - $10.8K
1.34K $309K
AOR
Ishares Tr Core Growth Allocat

ETFs
660
+ 1.94%
$56.63 - $59.39 $37.4K - $39.2K
34.8K $2M
ZS
Zscaler, Inc.

Technology
15
+ 0.66%
$181.66 - $216.87 $2.72K - $3.25K
2.3K $456K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
2.19K
+ 7.51%
$20.07 - $20.16 $44K - $44.2K
31.4K $631K
MU
Micron Technology Inc

Technology
238
+ 2.91%
$86.89 - $109.38 $20.7K - $26K
8.43K $732K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
3.15K
+ 10.88%
$37.78 - $43.82 $119K - $138K
32.1K $1.27M
UTG
Reaves Utility Income Fund

Financial Services
1.09K
+ 16.15%
$31.08 - $34.42 $34K - $37.7K
7.87K $255K
FENY
Fidelity Covington Tr Msci Ene

ETFs
69
+ 0.32%
$23.24 - $26.16 $1.6K - $1.81K
21.9K $559K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
281
+ 0.52%
$24.73 - $25.62 $6.95K - $7.2K
54.4K $1.39M
MS
Morgan Stanley

Financial Services
826
+ 12.52%
$111.68 - $141.08 $92.2K - $117K
7.42K $866K
LOW
Lowes Companies Inc

Consumer Cyclical
221
+ 17.87%
$222.66 - $268.42 $49.2K - $59.3K
1.46K $340K
MUB
Ishares National Muni Bond ETF

ETFs
516
+ 2.57%
$104.71 - $107.69 $54K - $55.6K
20.6K $2.17M
MMM
3 M CO

Industrials
26
+ 1.63%
$129.7 - $155.12 $3.37K - $4.03K
1.62K $238K
VLO
Valero Energy Corp

Energy
100
+ 5.33%
$121.76 - $142.99 $12.2K - $14.3K
1.98K $260K
FCX
Freeport Mcmoran Inc

Basic Materials
888
+ 6.62%
$34.5 - $43.01 $30.6K - $38.2K
14.3K $541K
AXP
American Express CO

Financial Services
207
+ 22.72%
$255.39 - $325.87 $52.9K - $67.5K
1.12K $300K
C
Citigroup Inc

Financial Services
388
+ 12.9%
$67.23 - $84.63 $26.1K - $32.8K
3.4K $241K
ITOT
Ishares Core S&P Total U.S. St

ETFs
769
+ 7.8%
$120.29 - $134.6 $92.5K - $104K
10.6K $1.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
98
+ 4.52%
$408.78 - $448.82 $40.1K - $44K
2.27K $952K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
1.03K
+ 11.61%
$27.88 - $29.48 $28.8K - $30.5K
9.93K $280K
IFRA
Ishares Tr

ETFs
902
+ 5.85%
$44.8 - $49.25 $40.4K - $44.4K
16.3K $735K
JHMM
John Hancock Multifactor Mid C

ETFs
584
+ 9.61%
$55.69 - $63.12 $32.5K - $36.9K
6.66K $381K
GOOGL
Alphabet Inc.

Communication Services
4.06K
+ 23.07%
$154.33 - $206.19 $627K - $838K
21.7K $3.35M
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.12K
+ 9.53%
$54.51 - $63.63 $115K - $135K
24.3K $1.36M
ROAM
Hartford Multifactor Emerging

ETFs
223
+ 1.23%
$22.41 - $24.25 $5K - $5.41K
18.4K $433K
PDI
Pimco Dynamic Income Fund

Financial Services
56
+ 0.49%
$18.51 - $20.05 $1.04K - $1.12K
11.6K $229K
PANW
Palo Alto Networks Inc

Technology
291
+ 10.02%
$167.82 - $208.28 $48.8K - $60.6K
3.2K $545K
CMCSA
Comcast Corp

Communication Services
620
+ 7.6%
$33.19 - $38.23 $20.6K - $23.7K
8.78K $323K
AOA
Ishares Tr Core Aggressive All

ETFs
258
+ 1.33%
$75.7 - $80.01 $19.5K - $20.6K
19.7K $1.51M
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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