Visionary Wealth Advisors Reduced Holdings in Q4 2024

Visionary Wealth Advisors

  • $1.62 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-29.8K
- 39.29%
$220.26 - $241.44 $6.55M - $7.18M
46K $10.7M
XLF
Financial Sector Spdr

ETFs
-107K
- 47.98%
$44.89 - $51.34 $4.82M - $5.52M
117K $5.63M
VHT
Vanguard Health Care ETF

ETFs
-13K
- 84.17%
$250.81 - $283.3 $3.26M - $3.68M
2.45K $620K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-72.4K
- 27.87%
$42.84 - $45.38 $3.1M - $3.29M
187K $8.05M
UPS
United Parcel Service Inc

Industrials
-20.1K
- 25.07%
$122.65 - $138.35 $2.47M - $2.78M
60.1K $7.58M
VCR
Vanguard Consumer Discretionar

ETFs
-8.92K
- 90.33%
$328.51 - $401.37 $2.93M - $3.58M
955 $358K
VGT
Vanguard Information Technolog

ETFs
-5.1K
- 71.74%
$571.78 - $647.97 $2.91M - $3.3M
2.01K $1.25M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-39.6K
- 12.21%
$46.07 - $48.17 $1.82M - $1.91M
285K $13.1M
VIS
Vanguard Industrial ETF

ETFs
-8.33K
- 66.24%
$254.39 - $279.7 $2.12M - $2.33M
4.24K $1.08M
VDC
Vanguard Consumer Staples ETF

ETFs
-9.89K
- 86.11%
$210.96 - $223.62 $2.09M - $2.21M
1.6K $337K
XLV
Select Sector Spdr Fund Health

ETFs
-11.2K
- 62.94%
$136.28 - $154.74 $1.52M - $1.73M
6.57K $903K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-17.1K
- 69.06%
$87.1 - $98.49 $1.49M - $1.68M
7.66K $668K
JNJ
Johnson & Johnson

Healthcare
-168
- 0.19%
$143.34 - $165.86 $24.1K - $27.9K
90.5K $13.1M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-38.1K
- 10.33%
$35.45 - $40.33 $1.35M - $1.54M
330K $11.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
-7.22K
- 11.52%
$160.89 - $176.18 $1.16M - $1.27M
55.4K $8.97M
XLE
Energy Sector Spdr

ETFs
-15.5K
- 24.06%
$83.32 - $97.27 $1.29M - $1.51M
49K $4.19M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-24.9K
- 21.57%
$48.48 - $49.47 $1.21M - $1.23M
90.5K $4.41M
VCIT
Vanguard Intermediate Term Cor

ETFs
-13.4K
- 42.17%
$80.13 - $83.77 $1.07M - $1.12M
18.3K $1.47M
XLC
Select Sector Spdr Tr Communic

ETFs
-12.9K
- 74.26%
$89.66 - $102.16 $1.15M - $1.31M
4.46K $431K
CNC
Centene Corp

Healthcare
-10.9K
- 41.73%
$56.71 - $73.94 $616K - $803K
15.2K $919K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-10.9K
- 47.34%
$91.29 - $91.8 $996K - $1M
12.1K $1.11M
XLU
Utilities Sector Spdr

ETFs
-11.9K
- 61.56%
$74.89 - $82.93 $891K - $987K
7.43K $562K
PEP
Pepsico Inc

Consumer Defensive
-827
- 1.74%
$151.29 - $176.1 $125K - $146K
46.7K $7.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-19.1K
- 35.26%
$45.07 - $47.1 $859K - $898K
35K $1.58M
CGDV
Capital Group Divid Value ETF

ETFs
-18.5K
- 7.91%
$35.16 - $37.12 $650K - $686K
215K $7.59M
SRLN
Ssga Active Trust

ETFs
-22.1K
- 54.17%
$41.48 - $42.08 $916K - $929K
18.7K $779K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-17.9K
- 39.04%
$40.06 - $45.21 $717K - $809K
28K $1.14M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.77K
- 0.55%
$26.63 - $30.23 $47.1K - $53.4K
322K $8.57M
XOM
Exxon Mobil Corp

Energy
-493
- 0.59%
$105.51 - $125.37 $52K - $61.8K
83.6K $8.99M
SHYD
Vaneck Short High Yield Muni E

ETFs
-37K
- 64.54%
$22.45 - $22.81 $830K - $844K
20.3K $456K
FSIG
First Tr ETF Iv LTD Duration I
-41.6K
- 23.94%
$18.8 - $19.23 $781K - $799K
132K $2.49M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.93K
- 25.83%
$131.66 - $144.0 $649K - $709K
14.1K $1.87M
PG
Procter & Gamble CO

Consumer Defensive
-280
- 0.21%
$161.05 - $179.7 $45.1K - $50.3K
132K $22.2M
LGOV
First Tr ETF Iv Long Duration

ETFs
-26.8K
- 23.19%
$20.75 - $22.49 $555K - $602K
88.6K $1.85M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-17.7K
- 9.49%
$27.8 - $29.05 $491K - $513K
169K $4.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2.53K
- 59.99%
$238.25 - $261.28 $604K - $662K
1.69K $409K
RLY
Ssga Active ETF Tr

ETFs
-664
- 0.19%
$26.85 - $29.18 $17.8K - $19.4K
348K $9.41M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-4.26K
- 13.48%
$198.04 - $221.51 $844K - $944K
27.4K $5.76M
IEFA
Ishares Tr

ETFs
-1.1K
- 2.15%
$70.06 - $77.43 $76.7K - $84.8K
49.9K $3.51M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.23K
- 14.83%
$34.13 - $37.35 $281K - $307K
47.3K $1.61M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.04K
- 1.82%
$183.23 - $199.79 $191K - $208K
56.1K $10.4M
CVS
Cvs Health Corp

Healthcare
-3.77K
- 28.28%
$43.78 - $67.46 $165K - $254K
9.55K $428K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.58K
- 1.74%
N/A
259K $22.3M
USRT
Ishares Core U.S. Reit ETF

ETFs
-391
- 0.54%
$55.97 - $62.75 $21.9K - $24.5K
71.9K $4.12M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-2.37K
- 23.77%
$115.64 - $129.74 $274K - $307K
7.6K $884K
COPX
Global X Copper Miners ETF

ETFs
-2.72K
- 12.32%
$38.17 - $48.57 $104K - $132K
19.4K $739K
ROL
Rollins Inc

Consumer Cyclical
-1.63K
- 3.03%
$46.35 - $51.59 $75.5K - $84K
52.1K $2.41M
FLJP
Franklin Templeton ETF Tr

ETFs
-9.39K
- 50.14%
$28.25 - $30.5 $265K - $286K
9.33K $267K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.62K
- 7.99%
$106.33 - $110.69 $172K - $179K
18.7K $1.99M
Activity Summary
Buys All Purchases 300 New Holdings 38 Increased Positions 262 Sells All Sells 199 Reductions 199 Sold out 0 Options Calls 0 Puts 0
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