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
DFAS
Dimensional ETF Tr U S Small C

ETFs
-622
- 10.15%
$58.81 - $68.2 $36.6K - $42.4K
5.51K $328K
IVW
Ishares S&P 500 Growth ETF

ETFs
-241
- 4.81%
$92.45 - $106.69 $22.3K - $25.7K
4.77K $442K
RJF
Raymond James Financial Inc

Financial Services
-49
- 1.42%
$137.62 - $172.64 $6.74K - $8.46K
3.4K $472K
HYLS
First Tr Tactical High Yield L

ETFs
-707
- 0.59%
$40.95 - $41.77 $29K - $29.5K
119K $4.89M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-481
- 5.04%
$59.61 - $66.71 $28.7K - $32.1K
9.07K $548K
PID
Invesco Exchange Traded Fd Tr

ETFs
-3.3K
- 19.22%
N/A
13.9K $247K
BA
Boeing CO

Industrials
-50
- 0.66%
$148.15 - $186.25 $7.41K - $9.31K
7.56K $1.29M
VST
Vistra Corp.

Utilities
-45
- 1.79%
$108.49 - $191.89 $4.88K - $8.64K
2.47K $289K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-570
- 1.97%
$26.53 - $29.63 $15.1K - $16.9K
28.4K $764K
FDX
Fedex Corp

Industrials
-21
- 1.59%
$230.33 - $281.53 $4.84K - $5.91K
1.3K $316K
AMAT
Applied Materials Inc

Technology
-48
- 1.81%
$145.06 - $195.51 $6.96K - $9.38K
2.61K $378K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-509
- 3.23%
$46.77 - $52.97 $23.8K - $27K
15.3K $717K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-1.3K
- 2.92%
$35.29 - $36.56 $45.7K - $47.4K
43.1K $1.54M
DIS
Walt Disney CO

Communication Services
-99
- 3.04%
$96.87 - $114.0 $9.59K - $11.3K
3.16K $312K
BOTZ
Global X Fds

ETFs
-555
- 5.59%
$28.46 - $34.53 $15.8K - $19.2K
9.38K $266K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
-1.32K
- 2.92%
$45.88 - $46.8 $60.4K - $61.6K
43.8K $2.02M
XLI
Industrial Sector Spdr

ETFs
-368
- 15.61%
$128.78 - $141.67 $47.4K - $52.1K
1.99K $260K
AVMU
American Centy ETF Travantis C

ETFs
-638
- 2.03%
$45.11 - $46.66 $28.8K - $29.8K
30.8K $1.4M
VDC
Vanguard Consumer Staples ETF

ETFs
-277
- 17.37%
$206.54 - $226.16 $57.2K - $62.6K
1.32K $288K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-415
- 1.14%
$94.86 - $97.12 $39.4K - $40.3K
36K $3.43M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-36
- 5.69%
$522.96 - $601.18 $18.8K - $21.6K
597 $318K
PLTR
Palantir Technologies Inc.

Technology
-2.82K
- 12.58%
$64.98 - $124.62 $183K - $351K
19.6K $1.65M
SOFI
So Fi Technologies, Inc.

Financial Services
-43
- 0.39%
$11.18 - $18.03 $481 - $775
10.9K $126K
VNQ
Vanguard Specialized Funds Van

ETFs
-664
- 4.9%
$85.55 - $94.34 $56.8K - $62.6K
12.9K $1.17M
IEMG
Ishares Inc

ETFs
-731
- 4.9%
N/A
14.2K $760K
VV
Vanguard Large Cap ETF

ETFs
-92
- 10.4%
$253.32 - $282.66 $23.3K - $26K
793 $203K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-477
- 14.61%
$76.94 - $78.28 $36.7K - $37.3K
2.79K $218K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-45
- 1.13%
$120.24 - $134.3 $5.41K - $6.04K
3.92K $477K
NOCT
Innovator Growth 100 Power Buf

ETFs
-196
- 1.36%
$49.54 - $52.84 $9.71K - $10.4K
14.2K $705K
XLP
Consumer Staples Sector Spdr

ETFs
-408
- 7.06%
N/A
5.37K $408K
NJUL
Innovator Growth 100 Power Buf

Technology
-90
- 0.99%
$59.98 - $64.86 $5.4K - $5.84K
9.04K $542K
MELI
Mercadolibre Inc

Consumer Cyclical
-107
- 14.86%
$1739.0 - $2260.0 $186K - $242K
613 $1.2M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-966
- 3.49%
$23.32 - $23.84 $22.5K - $23K
26.7K $626K
UNH
Unitedhealth Group Inc

Healthcare
-86
- 7.45%
$461.52 - $548.18 $39.7K - $47.1K
1.07K $559K
HDV
Ishares Core High Dividend ETF

ETFs
-358
- 14.71%
$110.86 - $121.12 $39.7K - $43.4K
2.08K $251K
PL
Planet Labs Pbc

Industrials
-2.5K
- 12.69%
$3.38 - $6.49 $8.45K - $16.2K
17.2K $58K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-25
- 0.1%
$37.4 - $39.42 $935 - $986
23.8K $901K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-466
- 5.93%
$42.93 - $44.71 $20K - $20.8K
7.4K $324K
HYGV
Flexshares Tr High Yield Value

ETFs
-272
- 1.9%
$40.21 - $41.29 $10.9K - $11.2K
14K $565K
ITW
Illinois Tool Works Inc

Industrials
-29
- 2.71%
$244.9 - $274.48 $7.1K - $7.96K
1.04K $257K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-90
- 1.7%
$78.0 - $84.37 $7.02K - $7.59K
5.19K $414K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-153
- 1.38%
$11.63 - $13.3 $1.78K - $2.03K
10.9K $126K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-76
- 1.45%
$62.72 - $71.92 $4.77K - $5.47K
5.16K $324K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-73
- 0.33%
$78.12 - $83.7 $5.7K - $6.11K
21.8K $1.75M
FSIG
First Tr ETF Iv LTD Duration I
-691
- 0.52%
$18.74 - $19.04 $12.9K - $13.2K
131K $2.49M
MPC
Marathon Petroleum Corp

Energy
-99
- 5.83%
$134.72 - $159.03 $13.3K - $15.7K
1.6K $232K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-25
- 0.28%
$39.51 - $41.0 $988 - $1.03K
9.02K $360K
INTC
Intel Corp

Technology
-2.14K
- 12.74%
$19.1 - $27.39 $40.9K - $58.6K
14.7K $333K
WFC
Wells Fargo & Company

Financial Services
-149
- 2.66%
$66.78 - $81.42 $9.95K - $12.1K
5.44K $390K
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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