Visionary Wealth Advisors New Holdings in Q3 2024

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HTRB
Hartford Fds Total Return Bd E

ETFs
322K
New
$33.29 - $35.33 $10.7M - $11.4M
322K $11.3M
RDVY
First Trust Rising Dividend Ac

ETFs
47K
New
$53.68 - $59.24 $2.52M - $2.79M
47K $2.78M
CLOI
Vaneck ETF Tr

ETFs
32.8K
New
$52.65 - $53.04 $1.73M - $1.74M
32.8K $1.74M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
17.8K
New
$76.94 - $79.54 $1.37M - $1.42M
17.8K $1.42M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
29.2K
New
$38.22 - $43.47 $1.12M - $1.27M
29.2K $1.26M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
40.6K
New
$20.56 - $22.25 $836K - $904K
40.6K $904K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
15.8K
New
$48.09 - $49.69 $758K - $783K
15.8K $782K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
22.1K
New
$26.55 - $32.42 $586K - $716K
22.1K $704K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
26.5K
New
$23.04 - $24.06 $611K - $638K
26.5K $637K
JNUG
Direxion Shs ETF Tr Daily Jr G

ETFs
7.91K
New
$34.95 - $51.97 $277K - $411K
7.91K $373K
SF
Stifel Financial Corp

Financial Services
3.19K
New
$78.91 - $93.87 $251K - $299K
3.19K $299K
JD
Jd.Com, Inc.

Consumer Cyclical
7.39K
New
$24.95 - $40.01 $184K - $296K
7.39K $295K
VST
Vistra Corp.

Utilities
2.34K
New
$69.0 - $119.06 $161K - $278K
2.34K $277K
IAU
Ishares Gold Trust

ETFs
5.5K
New
$44.06 - $50.5 $242K - $278K
5.5K $273K
AXP
American Express CO

Financial Services
983
New
$225.92 - $271.17 $222K - $267K
983 $266K
SWK
Stanley Black & Decker, Inc.

Industrials
2.35K
New
$77.75 - $110.17 $183K - $259K
2.35K $259K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.69K
New
$61.47 - $67.36 $227K - $249K
3.69K $248K
ADI
Analog Devices Inc

Technology
1.05K
New
$200.56 - $243.33 $210K - $255K
1.05K $240K
MMM
3 M CO

Industrials
1.76K
New
$99.69 - $139.42 $175K - $245K
1.76K $239K
VKTX
Viking Therapeutics, Inc.

Healthcare
3.64K
New
$49.84 - $70.47 $181K - $256K
3.64K $230K
SLV
I Shares Silver Trust

ETFs
7.89K
New
$24.33 - $29.38 $192K - $232K
7.89K $224K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
8.27K
New
$22.3 - $26.02 $184K - $215K
8.27K $215K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
5.24K
New
$35.97 - $41.58 $188K - $218K
5.24K $212K
C
Citigroup Inc

Financial Services
3.37K
New
$56.11 - $67.61 $189K - $228K
3.37K $210K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.97K
New
$63.46 - $71.43 $188K - $212K
2.97K $210K
VV
Vanguard Large Cap ETF

ETFs
796
New
$236.92 - $263.4 $189K - $210K
796 $209K
APD
Air Products & Chemicals, Inc.

Basic Materials
705
New
$247.34 - $300.11 $174K - $212K
705 $209K
DELL
Dell Technologies Inc.

Technology
1.77K
New
$87.89 - $145.97 $155K - $258K
1.77K $209K
QDEF
Flexshares Quality Div Defensi

ETFs
2.88K
New
$65.13 - $71.51 $187K - $206K
2.88K $205K
BAR
Granite Shares Gold Trust

ETFs
7.86K
New
$23.01 - $26.37 $181K - $207K
7.86K $204K
VXF
Vanguard Extended Market ETF

ETFs
1.12K
New
$163.98 - $182.92 $183K - $205K
1.12K $203K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.95K
New
$91.9 - $103.31 $179K - $201K
1.95K $201K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
6.67K
New
$28.28 - $30.21 $189K - $201K
6.67K $201K
BRSP
Bright Spire Capital, Inc.

Real Estate
10K
New
$5.12 - $6.64 $51.2K - $66.4K
10K $56K
SACH
Sachem Capital Corp.

Real Estate
10.7K
New
$2.25 - $3.0 $24.1K - $32.2K
10.7K $27K
WULF
Terawulf Inc.

Financial Services
2K
New
$3.31 - $6.38 $6.62K - $12.8K
2K $9K
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
12.4K
New
N/A
12.4K $0
Cava Group Inc
1.83K
New
N/A
1.83K $0
American Centy ETF Tr
11.1K
New
N/A
11.1K $0
Destiny Tech100 Inc
12.1K
New
N/A
12.1K $0
Tidal Tr Ii
11.2K
New
N/A
11.2K $0
First Tr Exchng Traded Fd Vi
29.2K
New
N/A
29.2K $0
Goldman Sachs ETF Tr
14.1K
New
N/A
14.1K $0
Grayscale Bitcoin Mini Tr Bt
38.5K
New
N/A
38.5K $0
Grayscale Ethereum Tr Eth
14.9K
New
N/A
14.9K $0
Innovator Etfs Trust
8.13K
New
N/A
8.13K $0
Innovator Etfs Trust
8.42K
New
N/A
8.42K $0
Innovator Etfs Trust
11.6K
New
N/A
11.6K $0
Innovator Etfs Trust
11.6K
New
N/A
11.6K $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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