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
LOW
Lowes Companies Inc

Consumer Cyclical
-75
- 5.72%
$244.52 - $284.07 $18.3K - $21.3K
1.24K $305K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-54
- 12.0%
$1146.59 - $1270.6 $61.9K - $68.6K
396 $469K
HISF
First Tr Exc Traded Fd Iv High

ETFs
-845
- 11.34%
$43.73 - $45.64 $37K - $38.6K
6.61K $289K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-566
- 12.99%
$84.34 - $95.14 $47.7K - $53.8K
3.79K $330K
SPY
Spdr S&P 500 ETF Trust

ETFs
-189
- 3.64%
$567.81 - $607.81 $107K - $115K
5K $2.93M
ITA
Ishares Tr

ETFs
-197
- 5.41%
$144.31 - $157.31 $28.4K - $31K
3.44K $500K
IVE
Ishares S&P 500 Value ETF

ETFs
-133
- 5.42%
$189.5 - $206.17 $25.2K - $27.4K
2.32K $442K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-807
- 12.04%
$44.33 - $49.55 $35.8K - $40K
5.9K $264K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-717
- 13.3%
$50.37 - $50.6 $36.1K - $36.3K
4.68K $235K
XLY
Select Sector Spdr Consumer Di

ETFs
-378
- 19.09%
$194.8 - $239.43 $73.6K - $90.5K
1.6K $359K
ADI
Analog Devices Inc

Technology
-85
- 8.12%
$206.35 - $236.48 $17.5K - $20.1K
962 $204K
FV
First Trust Dorsey Wright Focu

ETFs
-799
- 4.57%
$57.47 - $62.82 $45.9K - $50.2K
16.7K $986K
MMM
3 M CO

Industrials
-160
- 9.11%
$124.74 - $137.12 $20K - $21.9K
1.6K $206K
XLI
Industrial Sector Spdr

ETFs
-173
- 6.84%
$131.76 - $143.99 $22.8K - $24.9K
2.36K $310K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-4.33K
- 12.84%
$5.19 - $7.23 $22.5K - $31.3K
29.4K $179K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-430
- 3.0%
$311.11 - $335.64 $134K - $144K
13.9K $4.47M
VBR
Vanguard Small Cap Value ETF

ETFs
-76
- 2.03%
$197.36 - $217.3 $15K - $16.5K
3.68K $728K
IBM
International Business Machines Corp

Technology
-93
- 3.5%
$204.9 - $238.04 $19.1K - $22.1K
2.57K $564K
AVUV
American Centy ETF Tr Avantis

ETFs
-591
- 0.99%
$94.37 - $106.41 $55.8K - $62.9K
59.3K $5.73M
AMPY
Amplify Energy Corp.

Energy
-2K
- 11.55%
$5.71 - $7.22 $11.4K - $14.4K
15.3K $91K
SFNC
Simmons First National Corp

Financial Services
-1.36K
- 10.72%
$21.01 - $25.53 $28.5K - $34.6K
11.3K $250K
WELL
Welltower Inc.

Real Estate
-100
- 3.5%
$123.11 - $139.3 $12.3K - $13.9K
2.76K $347K
RTX
Raytheon Technologies Corp

Industrials
-46
- 1.98%
$114.45 - $127.21 $5.26K - $5.85K
2.28K $264K
CB
Chubb LTD

Financial Services
-19
- 2.03%
$271.57 - $301.89 $5.16K - $5.74K
915 $252K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-224
- 1.51%
$60.51 - $65.57 $13.6K - $14.7K
14.6K $889K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-27
- 0.43%
$176.42 - $186.91 $4.76K - $5.05K
6.25K $1.11M
TXN
Texas Instruments Inc

Technology
-62
- 0.67%
N/A
9.26K $1.8M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
-1.2K
- 4.32%
$7.03 - $8.43 $8.44K - $10.1K
26.6K $199K
XLP
Consumer Staples Sector Spdr

ETFs
-144
- 2.43%
N/A
5.78K $439K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-83
- 2.48%
$77.02 - $78.58 $6.39K - $6.52K
3.27K $252K
LUV
Southwest Airlines CO

Industrials
-1.66K
- 14.37%
$28.99 - $34.84 $48K - $57.7K
9.88K $332K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-361
- 5.46%
$36.63 - $37.8 $13.2K - $13.6K
6.25K $234K
APD
Air Products & Chemicals, Inc.

Basic Materials
-12
- 1.7%
$285.5 - $335.62 $3.43K - $4.03K
693 $200K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-208
- 1.3%
$47.66 - $51.97 $9.91K - $10.8K
15.8K $769K
BX
Blackstone Inc.

Financial Services
-638
- 11.98%
$148.45 - $199.05 $94.7K - $127K
4.69K $808K
ABT
Abbott Laboratories

Healthcare
-9
- 0.16%
$111.93 - $119.39 $1.01K - $1.07K
5.61K $634K
ROST
Ross Stores, Inc.

Consumer Cyclical
-51
- 2.43%
$138.59 - $156.61 $7.07K - $7.99K
2.05K $310K
ETN
Eaton Corp PLC

Industrials
-14
- 0.73%
$326.96 - $377.52 $4.58K - $5.29K
1.89K $627K
FMIL
Fidelity Covington Tr New Mill
-315
- 5.74%
N/A
5.18K $0
J P Morgan Exchange Traded F
-3.73K
- 3.96%
N/A
90.5K $0
First Tr Exchange Traded Fd
-28.5K
- 23.97%
N/A
90.5K $0
Ea Series Trust
-2.03K
- 7.58%
N/A
24.8K $0
Ea Series Trust
-17.3K
- 33.51%
N/A
34.4K $0
SHFS
Shf Hldgs Inc Cl A (De)
-2K
- 7.69%
N/A
24K $0
ALL
Allstate Corp

Financial Services
-70
- 1.61%
$181.25 - $208.2 $12.7K - $14.6K
4.28K $824K
Grayscale Ethereum Trust ETF
-82
- 0.55%
N/A
14.8K $0
PLWS
Planet Labs Pbc Wt Exp 12/06/2
-2.2K
- 9.31%
N/A
21.4K $0
VXF
Vanguard Extended Market ETF

ETFs
-50
- 4.47%
$179.17 - $207.15 $8.96K - $10.4K
1.07K $203K
SHOC
Ea Ser Tr Strive U S Semicondu
-12K
- 21.72%
N/A
43.3K $0
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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