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
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
177
+ 1.39%
$93.32 - $95.35 $16.5K - $16.9K
12.9K $1.21M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
68
+ 1.34%
$126.11 - $135.06 $8.58K - $9.18K
5.15K $664K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
118
+ 1.37%
$23.43 - $25.55 $2.76K - $3.01K
8.7K $222K
PAVE
Global X Fds Us Infrastructure

ETFs
1.12K
+ 11.37%
$37.31 - $43.82 $41.6K - $48.9K
10.9K $411K
LADR
Ladder Capital Corp

Real Estate
342
+ 0.91%
$10.81 - $11.87 $3.7K - $4.06K
37.7K $430K
ARCC
Ares Capital Corp

Financial Services
284
+ 2.25%
$21.28 - $23.81 $6.04K - $6.76K
12.9K $286K
FSK
Fs Kkr Capital Corp

Financial Services
2.43K
+ 4.69%
$20.47 - $24.06 $49.7K - $58.4K
54.2K $1.13M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
20
+ 0.79%
$97.38 - $104.52 $1.95K - $2.09K
2.56K $261K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
136
+ 2.96%
$49.42 - $50.43 $6.72K - $6.86K
4.72K $236K
ORCC
Owl Rock Capital Corp

Financial Services
609
+ 1.71%
N/A
36.2K $485K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.14%
$283.24 - $338.07 $283 - $338
694 $204K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
98
+ 0.79%
$23.87 - $24.35 $2.34K - $2.39K
12.6K $301K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
52
+ 0.82%
$49.69 - $50.76 $2.58K - $2.64K
6.38K $318K
Amplify ETF Tr
5.96K
+ 45.96%
N/A
18.9K $0
Tidal ETF Tr
5.58K
+ 22.89%
N/A
29.9K $0
Blackrock Inc
12
+ 4.15%
N/A
301 $0
J P Morgan Exchange Traded F
15.8K
+ 9.5%
N/A
182K $0
Bitwise Bitcoin ETF Tr
4.21K
+ 4.24%
N/A
103K $0
Capital Group Core Balanced
7.64K
+ 82.07%
N/A
16.9K $0
Tidal Tr Ii
112
+ 0.08%
N/A
148K $0
FSCO
Fs Cr Opportunities Corp Com
10.5K
+ 5.47%
N/A
202K $0
Tidal Tr Ii
6.22K
+ 27.71%
N/A
28.7K $0
Franklin Templeton ETF Tr
1.52K
+ 8.83%
N/A
18.7K $0
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.04%
$185.78 - $198.58 $186 - $199
2.32K $442K
Tidal Tr Ii
2.39K
+ 11.88%
N/A
22.5K $0
Innovator Etfs Trust
1.06K
+ 9.76%
N/A
11.9K $0
Tidal Tr Ii
2.59K
+ 11.92%
N/A
24.3K $0
PSEP
Innovator U.S. Equity Power Bu
4.02K
+ 7.24%
N/A
59.5K $0
Pimco ETF Tr
1.3K
+ 54.39%
N/A
3.69K $0
Pimco ETF Tr
334K
+ 284.2%
N/A
451K $0
Amplify ETF Tr
21.4K
+ 55.87%
N/A
59.7K $0
Ishares Bitcoin Trust ETF
10.9K
+ 14.08%
N/A
88.2K $0
First Tr Exchng Traded Fd Vi
5.99K
+ 18.06%
N/A
39.1K $0
Tidal Tr Ii
3.49K
+ 16.69%
N/A
24.4K $0
Vaneck Bitcoin ETF
30.1K
+ 351.31%
N/A
38.6K $0
Tidal Tr Ii
3.44K
+ 15.65%
N/A
25.4K $0
IDVO
Amplify ETF Tr Intl Enhanced D
5.28K
+ 10.8%
N/A
54.1K $0
American Centy ETF Tr
10.4K
+ 27.1%
N/A
49K $0
JGRO
J P Morgan Exchange Traded Fd
1.18K
+ 1.93%
N/A
62.4K $0
Jacobs Solutions Inc
5
+ 0.29%
N/A
1.75K $0
Gsk PLC
11.4K
+ 5.9%
N/A
205K $0
Tidal Tr Ii
2.72K
+ 23.34%
N/A
14.4K $0
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
115
+ 2.26%
$91.76 - $103.26 $10.6K - $11.9K
5.19K $480K
SACH
Sachem Capital Corp.

Real Estate
158
+ 1.46%
$1.02 - $1.33 $161 - $210
11K $12K
OKE
Oneok Inc

Energy
32
+ 0.51%
$89.57 - $109.85 $2.87K - $3.52K
6.35K $630K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
188
+ 4.29%
$57.21 - $65.8 $10.8K - $12.4K
4.57K $266K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.33K
+ 2.69%
$24.88 - $26.85 $33.1K - $35.7K
50.8K $1.28M
ET
Energy Transfer LP

Energy
1.19K
+ 3.46%
$17.26 - $21.08 $20.5K - $25K
35.6K $661K
EFSC
Enterprise Financial Services Corp

Financial Services
2
+ 0.04%
$53.74 - $61.95 $107 - $124
5.23K $280K
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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