Visionary Wealth Advisors Reduced Holdings in Q2 2025

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SJM
J M Smucker CO

Consumer Defensive
-61.4K
- 94.52%
$94.41 - $118.52 $5.8M - $7.28M
3.57K $350K
RLY
Ssga Active ETF Tr

ETFs
-243K
- 69.54%
$25.82 - $29.59 $6.27M - $7.18M
106K $3.09M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-86.6K
- 44.85%
$45.9 - $47.2 $3.98M - $4.09M
107K $5.01M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-132K
- 86.42%
$29.44 - $33.91 $3.9M - $4.49M
20.8K $680K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-33.5K
- 12.09%
N/A
244K $20.9M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-28K
- 77.74%
$91.23 - $97.27 $2.55M - $2.72M
8K $778K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-311K
- 16.85%
$17.76 - $22.1 $5.53M - $6.88M
1.54M $34M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-29.6K
- 49.65%
$82.17 - $99.96 $2.43M - $2.96M
30K $2.95M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-31.3K
- 86.78%
$73.0 - $85.5 $2.29M - $2.68M
4.77K $401K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-29.7K
- 12.5%
$51.14 - $57.0 $1.52M - $1.69M
208K $11.8M
PG
Procter & Gamble CO

Consumer Defensive
-788
- 0.59%
$157.66 - $172.39 $124K - $136K
132K $21M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-56.6K
- 75.45%
$26.18 - $26.93 $1.48M - $1.52M
18.4K $491K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-33K
- 75.03%
$45.12 - $46.23 $1.49M - $1.53M
11K $507K
XLF
Financial Sector Spdr

ETFs
-29.1K
- 32.73%
$43.92 - $52.37 $1.28M - $1.52M
59.8K $3.13M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-16.8K
- 51.14%
$70.44 - $86.87 $1.18M - $1.46M
16K $1.39M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-64.4K
- 20.41%
$24.38 - $30.18 $1.57M - $1.94M
251K $7.56M
FSIG
First Tr ETF Iv LTD Duration I
-59.2K
- 45.11%
$18.77 - $19.14 $1.11M - $1.13M
72.1K $1.38M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-36.5K
- 51.15%
$28.75 - $33.88 $1.05M - $1.24M
34.8K $1.18M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-21.2K
- 30.2%
$49.57 - $50.27 $1.05M - $1.06M
48.9K $2.46M
FTCS
First Trust Capital Strength E

ETFs
-11.5K
- 36.78%
$81.6 - $92.39 $938K - $1.06M
19.8K $1.8M
XLE
Energy Sector Spdr

ETFs
-7.44K
- 17.24%
$76.44 - $94.13 $569K - $701K
35.7K $3.03M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-20K
- 20.91%
$42.72 - $44.24 $854K - $885K
75.7K $3.32M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-18.1K
- 11.56%
$44.68 - $45.96 $808K - $831K
138K $6.33M
COP
Conocophillips

Energy
-6.58K
- 59.41%
$82.66 - $106.1 $544K - $699K
4.5K $403K
AVUV
American Centy ETF Tr Avantis

ETFs
-10.5K
- 20.31%
$75.17 - $91.21 $789K - $957K
41.2K $3.75M
BOND
Pimco Active Bond Exchange Tra

ETFs
-6.89K
- 7.99%
$89.87 - $92.93 $619K - $641K
79.4K $7.32M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-15.5K
- 15.51%
$45.88 - $54.4 $713K - $846K
84.7K $4.61M
TAXF
American Centy ETF Tr Diversif

ETFs
-10.4K
- 11.22%
$47.8 - $49.79 $496K - $517K
82.1K $4.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.21K
- 2.51%
$24.32 - $27.87 $151K - $173K
241K $6.39M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-6.34K
- 64.3%
$67.03 - $80.35 $425K - $510K
3.52K $280K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-8.21K
- 9.51%
$48.5 - $49.35 $398K - $405K
78.1K $3.85M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.87K
- 35.09%
$91.43 - $91.74 $353K - $355K
7.15K $656K
IWY
Ishares Tr Russell 200 Growth

ETFs
-3.93K
- 22.51%
$187.5 - $246.51 $737K - $969K
13.5K $3.33M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.34K
- 16.1%
$496.48 - $617.85 $666K - $829K
6.99K $4.32M
NOCT
Innovator Growth 100 Power Buf

ETFs
-7.33K
- 51.64%
$46.13 - $54.5 $338K - $399K
6.86K $373K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
-11K
- 26.67%
$25.36 - $27.19 $279K - $299K
30.2K $797K
FSK
Fs Kkr Capital Corp

Financial Services
-14.7K
- 27.08%
$17.95 - $21.5 $263K - $315K
39.5K $819K
FTGC
First Trust Global Tactical CO

ETFs
-9.38K
- 15.38%
$23.09 - $25.91 $216K - $243K
51.6K $1.27M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-4.33K
- 7.07%
$45.9 - $48.26 $199K - $209K
56.9K $2.66M
YMAR
First Tr Ex Tr Viii Cboe Vest
-13.9K
- 23.52%
$22.43 - $25.58 $312K - $356K
45.2K $1.15M
URA
Global X Uranium ETF

ETFs
-33.6K
- 51.14%
$20.26 - $38.81 $681K - $1.3M
32.1K $1.25M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-4.16K
- 5.78%
$49.12 - $50.93 $204K - $212K
67.8K $3.38M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3.63K
- 24.95%
$72.61 - $88.75 $264K - $322K
10.9K $970K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-2.82K
- 46.34%
$62.08 - $73.58 $175K - $207K
3.27K $218K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-7K
- 10.34%
$67.22 - $81.54 $470K - $571K
60.7K $4.95M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-3.23K
- 36.01%
$56.84 - $65.5 $183K - $211K
5.73K $375K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.4K
- 7.67%
$107.93 - $110.97 $151K - $156K
16.9K $1.86M
OXY
Occidental Petroleum Corp

Energy
-734
- 3.99%
$36.11 - $49.33 $26.5K - $36.2K
17.7K $742K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-7.38K
- 14.51%
$24.61 - $25.89 $182K - $191K
43.4K $1.12M
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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