Visionary Wealth Advisors Reduced Holdings in Q1 2025

Visionary Wealth Advisors

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
-6.74K
- 26.79%
$45.45 - $52.7 $306K - $355K
18.4K $908K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.64K
- 2.96%
$156.61 - $168.02 $257K - $275K
53.8K $8.64M
GLDM
World Gold Trust

ETFs
-11.3K
- 30.4%
$52.19 - $61.89 $592K - $702K
26K $1.61M
CNC
Centene Corp

Healthcare
-5.28K
- 34.78%
$55.93 - $65.89 $295K - $348K
9.9K $600K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-4.46K
- 19.49%
$36.88 - $49.3 $165K - $220K
18.4K $679K
JPM
Jpmorgan Chase & CO

Financial Services
-2.57K
- 4.39%
$225.19 - $279.95 $578K - $719K
56K $13.7M
AVDE
American Centy ETF Tr Avantis

ETFs
-12.9K
- 11.44%
$60.63 - $68.55 $780K - $882K
99.6K $6.6M
ITA
Ishares Tr

ETFs
-1.95K
- 56.52%
$144.84 - $159.5 $282K - $310K
1.5K $229K
VO
Vanguard Mid Cap ETF

ETFs
-411
- 1.41%
$251.87 - $277.95 $104K - $114K
28.7K $7.43M
IWN
Ishares Russell2000 Val ETF

ETFs
-143
- 0.77%
$149.27 - $169.4 $21.3K - $24.2K
18.5K $2.79M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-6.85K
- 42.8%
$35.21 - $37.69 $241K - $258K
9.16K $326K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-4.3K
- 4.9%
$51.26 - $52.53 $220K - $226K
83.4K $4.3M
SHYD
Vaneck Short High Yield Muni E

ETFs
-9.98K
- 49.09%
$22.46 - $22.9 $224K - $228K
10.3K $232K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1.01K
- 2.86%
$69.69 - $79.99 $70.5K - $80.9K
34.4K $2.45M
VBK
Vanguard Small Cap Growth ETF

ETFs
-196
- 3.51%
$247.97 - $296.33 $48.6K - $58.1K
5.39K $1.36M
IYW
Ishares Dj Us Tech ETF

ETFs
-32
- 0.33%
$140.44 - $166.79 $4.49K - $5.34K
9.64K $1.35M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-4.24K
- 34.12%
$39.81 - $42.17 $169K - $179K
8.19K $328K
F
Ford Motor CO

Consumer Cyclical
-18.3K
- 39.21%
$9.12 - $10.43 $167K - $190K
28.3K $283K
ZWS
Zurn Water Solutions Corp

Industrials
-1.23K
- 4.02%
$32.38 - $39.44 $39.8K - $48.5K
29.4K $969K
IOO
Ishares Tr Global 100 ETF

ETFs
-781
- 3.82%
$96.2 - $105.12 $75.1K - $82.1K
19.7K $1.89M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-4.25K
- 4.69%
$48.31 - $49.23 $205K - $209K
86.3K $4.24M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-765
- 4.35%
$96.88 - $111.25 $74.1K - $85.1K
16.8K $1.68M
XLE
Energy Sector Spdr

ETFs
-5.79K
- 11.83%
$85.7 - $93.96 $497K - $544K
43.2K $4.03M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-854
- 7.26%
$111.86 - $124.32 $95.5K - $106K
10.9K $1.24M
XLU
Utilities Sector Spdr

ETFs
-2.16K
- 29.02%
$74.7 - $80.27 $161K - $173K
5.28K $415K
DLR
Digital Realty Trust, Inc.

Real Estate
-439
- 22.13%
$142.1 - $183.56 $62.4K - $80.6K
1.55K $221K
ETN
Eaton Corp PLC

Industrials
-40
- 2.12%
$271.83 - $371.23 $10.9K - $14.8K
1.85K $503K
COIN
Coinbase Global, Inc.

Technology
-79
- 5.63%
$172.23 - $301.3 $13.6K - $23.8K
1.32K $228K
USB
Us Bancorp \De\

Financial Services
-537
- 3.23%
$40.92 - $50.9 $22K - $27.3K
16.1K $679K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-1.27K
- 10.48%
$49.34 - $55.91 $62.6K - $70.9K
10.8K $544K
SHEN
Shenandoah Telecommunications CO

Communication Services
-8.86K
- 24.12%
$10.5 - $13.48 $93K - $119K
27.9K $350K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-721
- 4.11%
$75.47 - $84.24 $54.4K - $60.7K
16.8K $1.3M
ABNB
Airbnb, Inc.

Consumer Cyclical
-606
- 20.17%
$119.38 - $161.42 $72.3K - $97.8K
2.4K $286K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-265
- 4.38%
$126.86 - $146.45 $33.6K - $38.8K
5.79K $735K
CAT
Caterpillar Inc

Industrials
-60
- 2.3%
$326.75 - $407.63 $19.6K - $24.5K
2.55K $841K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.26K
- 11.66%
$39.18 - $43.52 $128K - $142K
24.7K $1.03M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.12K
- 9.24%
$91.45 - $91.75 $103K - $103K
11K $1.01M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.17K
- 5.61%
$48.43 - $49.9 $202K - $208K
70.1K $3.5M
ADP
Automatic Data Processing Inc

Industrials
-1.47K
- 5.32%
$286.85 - $318.64 $421K - $467K
26.1K $7.97M
CG
Carlyle Group Inc.

Financial Services
-897
- 12.54%
$40.03 - $56.96 $35.9K - $51.1K
6.26K $272K
VIS
Vanguard Industrial ETF

ETFs
-239
- 5.63%
$243.63 - $273.99 $58.2K - $65.5K
4.01K $991K
STZ
Constellation Brands, Inc.

Consumer Defensive
-163
- 10.78%
$161.05 - $222.93 $26.3K - $36.3K
1.35K $247K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-62
- 0.09%
$74.34 - $81.0 $4.61K - $5.02K
67.7K $5.15M
IP
International Paper CO

Consumer Cyclical
-1.25K
- 3.37%
$49.38 - $60.09 $61.6K - $74.9K
35.8K $1.91M
SIVR
Abrdn Silver ETF Trust

ETFs
-4.57K
- 33.74%
$28.07 - $32.82 $128K - $150K
8.97K $291K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-663
- 1.27%
$35.54 - $37.44 $23.6K - $24.8K
51.5K $1.84M
MAR
Marriott International Inc

Consumer Cyclical
-62
- 4.39%
$237.01 - $304.45 $14.7K - $18.9K
1.35K $321K
LUV
Southwest Airlines CO

Industrials
-2.08K
- 21.06%
$28.18 - $34.84 $58.6K - $72.5K
7.8K $261K
FV
First Trust Dorsey Wright Focu

ETFs
-4
- 0.02%
$53.91 - $63.03 $216 - $252
16.7K $916K
Activity Summary
Buys All Purchases 284 New Holdings 35 Increased Positions 249 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 0 Puts 0
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