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
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
279
+ 5.63%
$75.88 - $83.21 $21.2K - $23.2K
5.24K $435K
AMT
American Tower Corp

Real Estate
10
+ 0.83%
$192.27 - $242.73 $1.92K - $2.43K
1.22K $283K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
4.33K
+ 10.89%
$26.82 - $30.58 $116K - $132K
44.1K $1.24M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
537
+ 1.42%
$12.25 - $13.39 $6.58K - $7.19K
38.3K $513K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
484
+ 2.35%
$25.21 - $28.46 $12.2K - $13.8K
21K $592K
FENY
Fidelity Covington Tr Msci Ene

ETFs
2.5K
+ 13.54%
$23.09 - $25.75 $57.8K - $64.5K
21K $505K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
101
+ 1.68%
$116.79 - $133.54 $11.8K - $13.5K
6.11K $806K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.02%
$64.35 - $75.71 $64.4 - $75.7
4.64K $342K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
225
+ 14.28%
$147.95 - $191.05 $33.3K - $43K
1.8K $312K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
92
+ 3.77%
$95.1 - $106.76 $8.75K - $9.82K
2.54K $270K
ORCC
Owl Rock Capital Corp

Financial Services
2.38K
+ 9.33%
N/A
27.9K $373K
FTGC
First Trust Global Tactical CO

ETFs
1.65K
+ 5.25%
$22.3 - $24.39 $36.8K - $40.2K
33.1K $784K
PJUL
Innovator U.S. Equity Power Bu

ETFs
310
+ 2.52%
$37.89 - $40.48 $11.7K - $12.5K
12.6K $509K
OWL
Blue Owl Capital Inc.

Financial Services
113
+ 0.67%
$15.81 - $19.83 $1.79K - $2.24K
16.9K $327K
FTSL
First Trust Senior Ln Fund

ETFs
467
+ 0.89%
$45.51 - $46.26 $21.3K - $21.6K
53.1K $2.43M
VONG
Vanguard Russell 1000 Growth E

ETFs
201
+ 5.57%
$85.48 - $98.39 $17.2K - $19.8K
3.81K $367K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4
+ 0.1%
$113.45 - $126.18 $454 - $505
3.99K $502K
STAG
Stag Industrial, Inc.

Real Estate
9
+ 0.1%
$35.42 - $40.98 $319 - $369
8.68K $339K
CGUS
Capital Group Core Equity ETF
276
+ 3.25%
$31.19 - $34.33 $8.61K - $9.48K
8.78K $300K
HDV
Ishares Core High Dividend ETF

ETFs
2
+ 0.08%
$107.62 - $118.76 $215 - $238
2.42K $284K
DLR
Digital Realty Trust, Inc.

Real Estate
10
+ 0.5%
$144.47 - $162.98 $1.44K - $1.63K
2.03K $328K
AVMU
American Centy ETF Travantis C

ETFs
154
+ 0.84%
$46.01 - $46.95 $7.09K - $7.23K
18.5K $869K
BOTZ
Global X Fds

ETFs
304
+ 3.39%
$27.68 - $32.27 $8.41K - $9.81K
9.27K $297K
PANW
Palo Alto Networks Inc

Technology
53
+ 4.35%
$294.18 - $368.01 $15.6K - $19.5K
1.27K $434K
JPIB
Jpmorgan International Bond Op

ETFs
225
+ 3.61%
$46.96 - $48.73 $10.6K - $11K
6.47K $314K
IEMG
Ishares Inc

ETFs
331
+ 2.56%
$53.64 - $53.64 $17.8K - $17.8K
13.3K $711K
SOFI
So Fi Technologies, Inc.

Financial Services
30
+ 0.21%
$6.32 - $8.19 $190 - $246
14.3K $112K
HISF
First Tr Exc Traded Fd Iv High

ETFs
129
+ 1.76%
$43.64 - $45.8 $5.63K - $5.91K
7.45K $338K
EMR
Emerson Electric CO

Industrials
441
+ 1.13%
$98.19 - $118.87 $43.3K - $52.4K
39.4K $4.31M
PDI
Pimco Dynamic Income Fund

Financial Services
43
+ 0.38%
$18.7 - $20.25 $804 - $871
11.5K $232K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
426
+ 2.01%
$16.42 - $18.12 $6.99K - $7.72K
21.6K $389K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
66
+ 1.5%
$49.77 - $51.95 $3.28K - $3.43K
4.47K $231K
ROST
Ross Stores, Inc.

Consumer Cyclical
1
+ 0.05%
$136.06 - $155.24 $136 - $155
2.1K $316K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
415
+ 1.53%
$20.05 - $20.17 $8.32K - $8.37K
27.6K $555K
PL
Planet Labs Pbc

Industrials
300
+ 1.45%
$1.77 - $2.84 $531 - $852
21.1K $46K
MCK
Mckesson Corp

Healthcare
93
+ 21.53%
$479.06 - $630.38 $44.6K - $58.6K
525 $259K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
8
+ 0.15%
$47.01 - $48.2 $376 - $386
5.46K $262K
STZ
Constellation Brands, Inc.

Consumer Defensive
5
+ 0.34%
$236.42 - $259.82 $1.18K - $1.3K
1.48K $380K
Volatility Shs Tr
2.08K
+ 14.45%
N/A
16.4K $0
Ishares Bitcoin Trust ETF
548
+ 1.3%
N/A
42.6K $0
Tidal Tr Ii
4.91K
+ 36.94%
N/A
18.2K $0
Tidal Tr Ii
5.88K
+ 42.34%
N/A
19.8K $0
Tidal Tr Ii
4.08K
+ 25.29%
N/A
20.2K $0
Vaneck Bitcoin ETF
1.74K
+ 29.38%
N/A
7.68K $0
Tidal Tr Ii
5.62K
+ 37.47%
N/A
20.6K $0
Bitwise Bitcoin ETF Tr
5.13K
+ 6.76%
N/A
80.9K $0
Tidal Tr Ii
5.08K
+ 39.36%
N/A
18K $0
Tidal Tr Ii
1.08K
+ 10.45%
N/A
11.4K $0
FSCO
Fs Cr Opportunities Corp Com
22K
+ 16.87%
N/A
153K $0
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
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