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
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.55K
- 4.25%
$48.13 - $49.85 $123K - $127K
57.5K $2.82M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.38K
- 6.61%
$68.13 - $74.77 $94K - $103K
19.5K $1.42M
CI
Cigna Corp

Healthcare
-435
- 13.55%
$301.89 - $340.04 $131K - $148K
2.78K $917K
SYLD
Cambria Shareholder Yld ETF

ETFs
-3.25K
- 5.2%
$55.35 - $65.57 $180K - $213K
59.3K $3.86M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-6.36K
- 12.37%
$33.46 - $38.01 $213K - $242K
45.1K $1.71M
SPYG
Spdr Portfolio

ETFs
-4.68K
- 21.56%
$71.83 - $95.32 $336K - $446K
17K $1.62M
PRU
Prudential Financial Inc

Financial Services
-856
- 15.84%
$95.12 - $112.71 $81.4K - $96.5K
4.55K $488K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-6.01K
- 4.01%
$19.58 - $19.93 $118K - $120K
144K $2.86M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.09K
- 10.04%
$152.93 - $181.74 $167K - $198K
9.78K $1.78M
VKTX
Viking Therapeutics, Inc.

Healthcare
-5.08K
- 38.54%
$19.98 - $29.49 $101K - $150K
8.1K $214K
ALL
Allstate Corp

Financial Services
-265
- 5.17%
$180.53 - $212.64 $47.8K - $56.3K
4.86K $979K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-1.92K
- 17.72%
$44.22 - $52.08 $84.9K - $100K
8.92K $463K
LADR
Ladder Capital Corp

Real Estate
-4.89K
- 12.95%
$9.86 - $11.4 $48.2K - $55.7K
32.9K $353K
XLV
Select Sector Spdr Fund Health

ETFs
-36
- 0.58%
$128.77 - $144.3 $4.64K - $5.19K
6.21K $837K
MA
Mastercard Inc

Financial Services
-266
- 4.78%
$479.92 - $590.74 $128K - $157K
5.3K $2.98M
INTC
Intel Corp

Technology
-2.78K
- 18.98%
$18.13 - $22.69 $50.5K - $63.2K
11.9K $266K
LOW
Lowes Companies Inc

Consumer Cyclical
-223
- 15.29%
$210.83 - $235.28 $47K - $52.5K
1.24K $274K
FV
First Trust Dorsey Wright Focu

ETFs
-2.27K
- 13.57%
$48.43 - $59.26 $110K - $134K
14.4K $855K
AON
Aon PLC

Financial Services
-15
- 1.17%
$335.85 - $398.81 $5.04K - $5.98K
1.27K $451K
DVN
Devon Energy Corp

Energy
-290
- 3.24%
$26.8 - $37.92 $7.77K - $11K
8.66K $275K
GNR
Spdr S&P Global Natural Resour

ETFs
-1.3K
- 9.05%
$45.66 - $55.03 $59.5K - $71.7K
13.1K $710K
MUB
Ishares National Muni Bond ETF

ETFs
-332
- 1.61%
$102.31 - $105.8 $34K - $35.1K
20.3K $2.12M
ADBE
Adobe Inc.

Technology
-145
- 12.8%
$340.0 - $420.68 $49.3K - $61K
988 $382K
CB
Chubb LTD

Financial Services
-129
- 12.68%
$274.32 - $302.46 $35.4K - $39K
888 $257K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
-2.14K
- 21.56%
$25.77 - $30.14 $55.2K - $64.5K
7.79K $234K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-522
- 1.76%
$85.42 - $94.39 $44.6K - $49.3K
29.2K $2.74M
XBJL
Innovator Etfs Tr Us Equity Ac
-2.1K
- 13.1%
$30.83 - $35.99 $64.7K - $75.5K
13.9K $500K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.49K
- 8.2%
$32.0 - $39.87 $112K - $139K
39.1K $1.56M
ORCC
Owl Rock Capital Corp

Financial Services
-2.92K
- 8.06%
N/A
33.3K $446K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-1.42K
- 17.35%
$37.66 - $43.85 $53.5K - $62.3K
6.77K $296K
LUV
Southwest Airlines CO

Industrials
-705
- 9.04%
$24.04 - $34.36 $16.9K - $24.2K
7.09K $230K
OWL
Blue Owl Capital Inc.

Financial Services
-765
- 4.64%
$15.9 - $21.16 $12.2K - $16.2K
15.7K $302K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-216
- 8.43%
$90.85 - $102.31 $19.6K - $22.1K
2.35K $236K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-530
- 10.21%
$71.28 - $83.74 $37.8K - $44.4K
4.66K $390K
STAG
Stag Industrial, Inc.

Real Estate
-589
- 7.49%
$30.08 - $37.02 $17.7K - $21.8K
7.27K $263K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-326
- 2.23%
$55.57 - $62.73 $18.1K - $20.4K
14.3K $880K
ACN
Accenture PLC

Technology
-30
- 3.86%
$279.23 - $323.21 $8.38K - $9.7K
748 $223K
XLI
Industrial Sector Spdr

ETFs
-341
- 17.14%
$116.42 - $147.52 $39.7K - $50.3K
1.65K $243K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-540
- 11.82%
$51.16 - $62.02 $27.6K - $33.5K
4.03K $249K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-53
- 0.18%
$13.96 - $16.51 $740 - $875
30.1K $490K
ARCC
Ares Capital Corp

Financial Services
-556
- 4.3%
$18.91 - $22.43 $10.5K - $12.5K
12.4K $271K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-685
- 3.93%
N/A
16.8K $378K
AMPY
Amplify Energy Corp.

Energy
-2K
- 12.26%
$2.3 - $3.86 $4.6K - $7.72K
14.3K $45K
VCIT
Vanguard Intermediate Term Cor

ETFs
-245
- 4.01%
$79.56 - $82.92 $19.5K - $20.3K
5.86K $485K
CMCSA
Comcast Corp

Communication Services
-83
- 0.95%
$32.84 - $36.72 $2.73K - $3.05K
8.7K $310K
VDC
Vanguard Consumer Staples ETF

ETFs
-59
- 4.48%
$204.89 - $224.73 $12.1K - $13.3K
1.26K $275K
CCI
Crown Castle International Corp

Real Estate
-96
- 4.46%
$94.83 - $107.06 $9.1K - $10.3K
2.06K $211K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-876
- 3.9%
$14.97 - $16.79 $13.1K - $14.7K
21.6K $360K
MSI
Motorola Solutions, Inc.

Technology
-5
- 0.87%
$394.72 - $440.39 $1.97K - $2.2K
567 $238K
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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