Visionary Wealth Advisors Reduced Holdings in Q3 2024

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VFVA
Vanguard Wellington Fd U S Val

ETFs
-1.3K
- 9.98%
$111.27 - $122.66 $144K - $159K
11.7K $1.41M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-3.46K
- 9.12%
$65.15 - $72.97 $225K - $252K
34.4K $2.51M
VLO
Valero Energy Corp

Energy
-27
- 1.23%
$132.81 - $163.48 $3.59K - $4.41K
2.17K $292K
DIS
Walt Disney CO

Communication Services
-401
- 10.05%
$85.6 - $98.61 $34.3K - $39.5K
3.59K $345K
MUB
Ishares National Muni Bond ETF

ETFs
-850
- 4.11%
$106.13 - $108.7 $90.2K - $92.4K
19.8K $2.16M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-2.95K
- 5.82%
$33.3 - $35.24 $98.2K - $104K
47.7K $1.68M
CLF
Cleveland Cliffs Inc.

Basic Materials
-1.28K
- 10.85%
$10.91 - $16.21 $13.9K - $20.7K
10.5K $134K
COP
Conocophillips

Energy
-47
- 1.0%
$102.3 - $116.61 $4.81K - $5.48K
4.66K $490K
SHV
Ishares Tr

ETFs
-403
- 17.41%
$110.05 - $110.63 $44.4K - $44.6K
1.91K $211K
FDX
Fedex Corp

Industrials
-22
- 1.64%
$254.64 - $313.52 $5.6K - $6.9K
1.32K $361K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.46K
- 9.18%
$45.2 - $47.87 $66.1K - $70K
14.5K $687K
AEE
Ameren Corp

Utilities
-2.1K
- 22.91%
$70.45 - $87.46 $148K - $183K
7.06K $617K
ISRG
Intuitive Surgical Inc

Healthcare
-166
- 15.53%
$416.14 - $494.01 $69.1K - $82K
903 $443K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.13K
- 12.54%
$42.66 - $45.18 $48K - $50.9K
7.85K $354K
XLP
Consumer Staples Sector Spdr

ETFs
-357
- 5.69%
$76.04 - $76.04 $27.1K - $27.1K
5.92K $450K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-902
- 3.88%
$49.69 - $50.5 $44.8K - $45.6K
22.3K $1.13M
EFV
Msci Eafe Value ETF

ETFs
-2.1K
- 10.27%
$51.72 - $57.96 $108K - $121K
18.3K $1.05M
XLY
Select Sector Spdr Consumer Di

ETFs
-344
- 14.8%
$170.05 - $200.86 $58.5K - $69.1K
1.98K $396K
BAC
Bank Of America Corp

Financial Services
-536
- 1.19%
$36.65 - $44.13 $19.6K - $23.7K
44.6K $1.77M
LUV
Southwest Airlines CO

Industrials
-1.23K
- 9.62%
$23.7 - $29.93 $29.1K - $36.8K
11.5K $341K
CVS
Cvs Health Corp

Healthcare
-1.24K
- 8.54%
$55.81 - $63.18 $69.4K - $78.5K
13.3K $836K
XLI
Industrial Sector Spdr

ETFs
-448
- 15.04%
$120.56 - $135.44 $54K - $60.7K
2.53K $342K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-2.06K
- 7.07%
$21.35 - $22.73 $44K - $46.8K
27.1K $610K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-836
- 8.05%
$56.04 - $62.2 $46.8K - $52K
9.55K $594K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-565
- 11.45%
$57.32 - $62.65 $32.4K - $35.4K
4.37K $272K
V
Visa Inc.

Financial Services
-283
- 5.63%
$253.74 - $291.56 $71.8K - $82.5K
4.74K $1.3M
ET
Energy Transfer LP

Energy
-397
- 1.15%
$15.43 - $16.44 $6.13K - $6.53K
34.2K $548K
WM
Waste Management Inc

Industrials
-22
- 1.71%
$196.96 - $223.45 $4.33K - $4.92K
1.27K $263K
RJF
Raymond James Financial Inc

Financial Services
-56
- 1.6%
$106.39 - $125.13 $5.96K - $7.01K
3.45K $422K
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.98K
- 5.37%
$55.15 - $59.31 $109K - $117K
34.8K $2.06M
FMBH
First Mid Bancshares, Inc.

Financial Services
-4.9K
- 16.28%
$31.82 - $40.6 $156K - $199K
25.2K $980K
VGT
Vanguard Information Technolog

ETFs
-136
- 1.88%
$514.43 - $606.85 $70K - $82.5K
7.11K $4.17M
AMD
Advanced Micro Devices Inc

Technology
-146
- 1.55%
$128.67 - $183.96 $18.8K - $26.9K
9.28K $1.52M
D
Dominion Energy, Inc

Utilities
-759
- 17.76%
$48.01 - $58.53 $36.4K - $44.4K
3.52K $203K
MPLX
Mplx LP

Energy
-327
- 6.17%
$40.44 - $45.07 $13.2K - $14.7K
4.97K $220K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-371
- 7.4%
$50.37 - $55.21 $18.7K - $20.5K
4.64K $252K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-172
- 2.67%
$50.15 - $51.27 $8.63K - $8.82K
6.27K $321K
AZN
Astrazeneca PLC

Healthcare
-10
- 0.24%
$76.67 - $87.62 $767 - $876
4.12K $320K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-51
- 0.94%
$50.25 - $50.74 $2.56K - $2.59K
5.39K $273K
Tidal Tr Ii
-12.9K
- 8.46%
N/A
139K $0
Innovator Etfs Trust
-16
- 0.15%
N/A
10.8K $0
BAUG
Innovator U.S. Equity Buffer E
-1.13K
- 8.79%
N/A
11.7K $0
MAR
Marriott International Inc

Consumer Cyclical
-43
- 2.78%
$211.35 - $255.11 $9.09K - $11K
1.51K $374K
J P Morgan Exchange Traded F
-123
- 2.83%
N/A
4.22K $0
Innovator Etfs Trust
-1.47K
- 13.34%
N/A
9.57K $0
PDEC
Innovator U.S. Equity Power Bu
-6
- 0.03%
N/A
21.2K $0
Amplify ETF Tr
-14
- 0.11%
N/A
13.1K $0
JGRO
J P Morgan Exchange Traded Fd
-411
- 0.68%
N/A
59.9K $0
IYW
Ishares Dj Us Tech ETF

ETFs
-87
- 0.77%
$133.16 - $158.73 $11.6K - $13.8K
11.3K $1.71M
Activity Summary
Buys All Purchases 279 New Holdings 51 Increased Positions 228 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 1 Puts 0
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