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
EFG
Msci Eafe Growth ETF

ETFs
-179
- 0.84%
$96.83 - $106.88 $17.3K - $19.1K
21.1K $2.04M
GLD
Spdr Gold Trust

ETFs
-927
- 18.55%
$236.59 - $257.5 $219K - $239K
4.07K $985K
F
Ford Motor CO

Consumer Cyclical
-17.5K
- 27.27%
$9.69 - $11.4 $169K - $199K
46.6K $461K
FCX
Freeport Mcmoran Inc

Basic Materials
-933
- 6.51%
$38.08 - $50.82 $35.5K - $47.4K
13.4K $510K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.44K
- 1.73%
$60.73 - $64.94 $87.4K - $93.4K
81.8K $5.02M
SLVP
Ishares Msci Global Silver And

ETFs
-7.62K
- 11.72%
$11.44 - $15.55 $87.2K - $119K
57.4K $662K
ZWS
Zurn Water Solutions Corp

Industrials
-6.7K
- 17.95%
$35.79 - $40.92 $240K - $274K
30.6K $1.14M
AMAT
Applied Materials Inc

Technology
-462
- 14.82%
$161.44 - $213.89 $74.6K - $98.8K
2.66K $431K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-5.33K
- 7.13%
$53.94 - $58.15 $287K - $310K
69.4K $3.91M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-3.29K
- 17.53%
$51.54 - $52.55 $170K - $173K
15.5K $801K
PRU
Prudential Financial Inc

Financial Services
-73
- 0.11%
$114.59 - $129.52 $8.37K - $9.45K
67.5K $8.01M
MU
Micron Technology Inc

Technology
-216
- 2.57%
$84.16 - $113.41 $18.2K - $24.5K
8.19K $689K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.61K
- 14.29%
$148.14 - $166.23 $239K - $268K
9.67K $1.54M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-181
- 0.69%
$33.77 - $44.09 $6.11K - $7.98K
25.9K $877K
COST
Costco Wholesale Corp

Consumer Defensive
-258
- 9.29%
$873.59 - $994.69 $225K - $257K
2.52K $2.31M
AOA
Ishares Tr Core Aggressive All

ETFs
-1.27K
- 6.15%
$76.61 - $79.88 $97.6K - $102K
19.5K $1.49M
ADBE
Adobe Inc.

Technology
-3
- 0.15%
$437.39 - $552.96 $1.31K - $1.66K
1.95K $868K
EFV
Msci Eafe Value ETF

ETFs
-868
- 4.74%
$51.78 - $57.15 $44.9K - $49.6K
17.4K $915K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-655
- 2.11%
$88.59 - $94.57 $58K - $61.9K
30.4K $2.7M
DVN
Devon Energy Corp

Energy
-1.86K
- 16.26%
$30.52 - $42.96 $56.7K - $79.8K
9.57K $313K
UNP
Union Pacific Corp

Industrials
-184
- 4.19%
$223.15 - $249.32 $41.1K - $45.9K
4.21K $960K
IYH
Ishares Tr

ETFs
-1.1K
- 15.1%
$57.53 - $65.24 $63.5K - $72K
6.21K $361K
UBER
Uber Technologies, Inc

Technology
-475
- 8.29%
$59.93 - $86.34 $28.5K - $41K
5.26K $317K
TGT
Target Corp

Consumer Defensive
-439
- 17.72%
$121.59 - $160.69 $53.4K - $70.5K
2.04K $275K
AOR
Ishares Tr Core Growth Allocat

ETFs
-688
- 1.98%
$57.32 - $59.66 $39.4K - $41K
34.1K $1.95M
CAT
Caterpillar Inc

Industrials
-82
- 3.04%
$360.37 - $416.88 $29.6K - $34.2K
2.61K $947K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.8K
- 8.05%
$49.74 - $50.43 $89.5K - $90.7K
20.5K $1.02M
UNH
Unitedhealth Group Inc

Healthcare
-20
- 1.7%
$485.52 - $625.25 $9.71K - $12.5K
1.15K $583K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.88K
- 15.31%
$30.42 - $36.45 $57K - $68.3K
10.4K $329K
USB
Us Bancorp \De\

Financial Services
-2.87K
- 14.7%
$43.98 - $53.66 $126K - $154K
16.6K $795K
CMCSA
Comcast Corp

Communication Services
-1.45K
- 15.05%
$37.39 - $45.14 $54K - $65.2K
8.16K $306K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-70
- 0.19%
$94.77 - $97.36 $6.63K - $6.82K
36.4K $3.47M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-3.33K
- 6.98%
$35.07 - $36.08 $117K - $120K
44.4K $1.59M
IWN
Ishares Russell2000 Val ETF

ETFs
-201
- 1.07%
$162.69 - $181.35 $32.7K - $36.5K
18.6K $3.05M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-295
- 6.35%
$59.25 - $72.99 $17.5K - $21.5K
4.35K $259K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-646
- 3.07%
$69.58 - $74.87 $44.9K - $48.4K
20.4K $1.43M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-81
- 0.61%
$108.6 - $115.42 $8.8K - $9.35K
13.3K $1.45M
ITW
Illinois Tool Works Inc

Industrials
-257
- 19.38%
$253.56 - $278.5 $65.2K - $71.6K
1.07K $271K
GLDM
World Gold Trust

ETFs
-1.33K
- 3.45%
$50.76 - $55.23 $67.7K - $73.7K
37.3K $1.94M
STAG
Stag Industrial, Inc.

Real Estate
-690
- 7.95%
$33.22 - $39.1 $22.9K - $27K
7.99K $270K
MEAR
Blackrock Short Maturity Munic

ETFs
-1.32K
- 24.12%
$49.94 - $50.28 $66.1K - $66.5K
4.16K $207K
IYF
Ishares Tr

ETFs
-977
- 16.26%
$102.7 - $119.05 $100K - $116K
5.03K $556K
AMT
American Tower Corp

Real Estate
-20
- 1.64%
$179.4 - $232.01 $3.59K - $4.64K
1.2K $219K
VLO
Valero Energy Corp

Energy
-292
- 13.47%
$118.59 - $144.02 $34.6K - $42.1K
1.88K $229K
VO
Vanguard Mid Cap ETF

ETFs
-269
- 0.91%
$261.5 - $284.63 $70.3K - $76.6K
29.1K $7.69M
DUK
Duke Energy Corp

Utilities
-69
- 1.09%
$105.76 - $120.76 $7.3K - $8.33K
6.25K $673K
SBUX
Starbucks Corp

Consumer Cyclical
-98
- 1.35%
$87.44 - $102.5 $8.57K - $10K
7.15K $651K
O
Realty Income Corp

Real Estate
-50
- 0.98%
$51.76 - $64.71 $2.59K - $3.24K
5.08K $271K
IHDG
Wisdomtree Tr

ETFs
-961
- 17.11%
$43.38 - $46.0 $41.7K - $44.2K
4.66K $202K
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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