Visionary Wealth Advisors New Holdings in Q2 2025

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DBND
Doubleline ETF Tr Opportunisti

ETFs
178K
New
$45.18 - $46.32 $8.03M - $8.23M
178K $8.22M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
98.6K
New
$43.53 - $54.46 $4.29M - $5.37M
98.6K $5.37M
URI
United Rentals, Inc.

Industrials
6.07K
New
$551.94 - $753.4 $3.35M - $4.57M
6.07K $4.57M
IGF
Ishares Global Infrastructure

ETFs
66.2K
New
$50.55 - $59.83 $3.35M - $3.96M
66.2K $3.92M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
17K
New
$153.22 - $199.8 $2.6M - $3.39M
17K $3.18M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
74K
New
$32.66 - $40.75 $2.42M - $3.01M
74K $2.99M
CTAS
Cintas Corp

Industrials
8.79K
New
$190.11 - $227.66 $1.67M - $2M
8.79K $1.96M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
13.3K
New
$83.8 - $101.39 $1.12M - $1.35M
13.3K $1.35M
FSMD
Fidelity Covington Tr Small Mi

ETFs
29.9K
New
$34.67 - $41.47 $1.04M - $1.24M
29.9K $1.24M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
35.3K
New
$22.46 - $23.12 $792K - $815K
35.3K $811K
SCHR
Schwab Intermediate Term Us Tr

ETFs
22.7K
New
$24.54 - $25.07 $558K - $570K
22.7K $568K
HOOD
Robinhood Markets, Inc.

Technology
5.61K
New
$34.17 - $93.63 $192K - $526K
5.61K $525K
WRB
Berkley W R Corp

Financial Services
5.94K
New
$64.28 - $75.17 $382K - $446K
5.94K $436K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.78K
New
$83.97 - $92.85 $401K - $443K
4.78K $421K
EOG
Eog Resources Inc

Energy
3.42K
New
$104.61 - $129.97 $358K - $444K
3.42K $409K
LNG
Cheniere Energy, Inc.

Energy
1.63K
New
$197.25 - $244.33 $322K - $399K
1.63K $397K
NKE
Nike, Inc.

Consumer Cyclical
5.41K
New
$53.27 - $72.04 $288K - $389K
5.41K $384K
CMBS
Ishares Cmbs ETF

ETFs
7.08K
New
$47.54 - $48.72 $336K - $345K
7.08K $344K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
15.9K
New
$20.04 - $20.55 $319K - $327K
15.9K $326K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.11K
New
$49.79 - $50.75 $304K - $310K
6.11K $309K
KAPR
Innovator U.S. Small Cap Power

ETFs
9.45K
New
$28.5 - $32.39 $269K - $306K
9.45K $306K
VIST
Vista Energy, S.A.B. De C.V.

Energy
6.05K
New
$34.98 - $53.05 $212K - $321K
6.05K $289K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.1K
New
$22.81 - $22.97 $275K - $277K
12.1K $276K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
11.8K
New
$23.29 - $23.38 $275K - $276K
11.8K $275K
APP
App Lovin Corp

Technology
781
New
$219.37 - $417.89 $171K - $326K
781 $273K
CEG
Constellation Energy Corp

Utilities
831
New
$170.96 - $322.76 $142K - $268K
831 $268K
GTLS
Chart Industries Inc

Industrials
1.58K
New
$115.08 - $175.5 $182K - $277K
1.58K $260K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.19K
New
$61.92 - $81.5 $197K - $260K
3.19K $259K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.5K
New
$22.3 - $22.57 $257K - $260K
11.5K $259K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.58K
New
$40.51 - $71.03 $145K - $254K
3.58K $251K
HUBB
Hubbell Inc

Industrials
607
New
$315.94 - $408.41 $192K - $248K
607 $247K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.04K
New
$57.41 - $74.81 $175K - $228K
3.04K $226K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.8K
New
$65.84 - $80.81 $184K - $226K
2.8K $224K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.74K
New
$101.93 - $128.63 $177K - $223K
1.74K $223K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.61K
New
$49.48 - $61.22 $179K - $221K
3.61K $219K
MCO
Moodys Corp

Financial Services
429
New
$396.7 - $501.59 $170K - $215K
429 $215K
VXF
Vanguard Extended Market ETF

ETFs
1.11K
New
$150.43 - $192.71 $166K - $213K
1.11K $212K
BNOV
Innovator U.S. Equity Buffer E

ETFs
5.14K
New
$34.94 - $41.25 $180K - $212K
5.14K $212K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.95K
New
$89.44 - $108.59 $174K - $212K
1.95K $211K
CRDO
Credo Technology Group Holding LTD

Technology
2.29K
New
$33.3 - $95.05 $76.2K - $217K
2.29K $211K
RIO
Rio Tinto PLC

Basic Materials
3.6K
New
$52.32 - $62.75 $188K - $226K
3.6K $210K
ADI
Analog Devices Inc

Technology
882
New
$164.6 - $238.02 $145K - $210K
882 $209K
XLB
Select Sector Spdr Fd Material

ETFs
2.36K
New
$74.27 - $88.92 $176K - $210K
2.36K $207K
SIL
Global X Silver Miners ETF

ETFs
4.31K
New
$33.97 - $49.02 $146K - $211K
4.31K $207K
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.86K
New
$35.77 - $42.27 $174K - $205K
4.86K $205K
ACWI
Ishares Msci Acwi ETF

ETFs
1.57K
New
$103.59 - $128.6 $162K - $202K
1.57K $201K
Aim ETF Products Trust
7.86K
New
N/A
7.86K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
8.48K
New
N/A
8.48K $0
Astera Labs Inc
2.27K
New
N/A
2.27K $0
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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