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
EPD
Enterprise Products Partners L.P.

Energy
-44
- 0.39%
$27.88 - $30.0 $1.23K - $1.32K
11.2K $325K
DRLL
Ea Ser Tr Strive U S Energy Et
-22
- 0.02%
N/A
102K $0
STRV
Ea Ser Tr Strive 500 ETF
-10.3K
- 10.34%
N/A
89.1K $0
SHOC
Ea Ser Tr Strive U S Semicondu
-3.26K
- 5.57%
N/A
55.3K $0
Ea Series Trust
-533
- 1.95%
N/A
26.8K $0
IDVO
Amplify ETF Tr Intl Enhanced D
-370
- 0.82%
N/A
45K $0
FCX
Freeport Mcmoran Inc

Basic Materials
-315
- 2.15%
$39.52 - $51.92 $12.4K - $16.4K
14.3K $715K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-218
- 5.71%
$50.99 - $57.81 $11.1K - $12.6K
3.6K $205K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-82
- 0.66%
$24.07 - $24.62 $1.97K - $2.02K
12.3K $303K
TGT
Target Corp

Consumer Defensive
-107
- 4.14%
$133.47 - $159.25 $14.3K - $17K
2.48K $386K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-16
- 0.24%
$34.72 - $36.88 $556 - $590
6.61K $243K
LADR
Ladder Capital Corp

Real Estate
-296
- 0.79%
$11.1 - $12.36 $3.29K - $3.66K
37K $428K
CG
Carlyle Group Inc.

Financial Services
-297
- 3.83%
$37.24 - $49.74 $11.1K - $14.8K
7.45K $320K
XLB
Select Sector Spdr Fd Material

ETFs
-139
- 4.97%
$86.95 - $97.09 $12.1K - $13.5K
2.66K $256K
ISCG
Ishares Morningstar Small Cap

ETFs
-226
- 3.97%
$44.24 - $49.07 $10K - $11.1K
5.46K $267K
PLD
Prologis, Inc.

Real Estate
-157
- 7.01%
$111.95 - $132.43 $17.6K - $20.8K
2.08K $263K
IWP
Ishares Russell Mid Cap Growth

ETFs
-7
- 0.34%
$103.87 - $117.59 $727 - $823
2.05K $240K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-10.8K
- 3.17%
$92.63 - $105.69 $1M - $1.14M
331K $34.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-22
- 5.2%
$531.86 - $624.21 $11.7K - $13.7K
401 $248K
GNR
Spdr S&P Global Natural Resour

ETFs
-148
- 1.07%
$53.02 - $57.84 $7.85K - $8.56K
13.7K $789K
CMCSA
Comcast Corp

Communication Services
-193
- 1.97%
$37.33 - $41.78 $7.2K - $8.06K
9.6K $401K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.79K
- 7.09%
$48.51 - $52.86 $184K - $200K
49.7K $2.63M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-3
- 0.02%
$33.61 - $35.94 $101 - $108
16.2K $583K
OKE
Oneok Inc

Energy
-469
- 7.05%
$78.62 - $95.27 $36.9K - $44.7K
6.19K $563K
ENB
Enbridge Inc

Energy
-430
- 5.55%
$35.27 - $41.18 $15.2K - $17.7K
7.32K $297K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-173
- 0.51%
$5.25 - $6.62 $908 - $1.15K
33.7K $210K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-405
- 2.64%
$49.82 - $55.29 $20.2K - $22.4K
15K $827K
ITW
Illinois Tool Works Inc

Industrials
-41
- 3.0%
$233.14 - $263.97 $9.56K - $10.8K
1.33K $347K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-320
- 1.94%
$37.37 - $41.82 $12K - $13.4K
16.2K $671K
RF
Regions Financial Corp

Financial Services
-740
- 5.56%
$19.51 - $23.42 $14.4K - $17.3K
12.6K $293K
ORI
Old Republic International Corp

Financial Services
-366
- 4.04%
$29.89 - $35.9 $10.9K - $13.1K
8.7K $308K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-911
- 5.1%
$22.56 - $22.56 $20.6K - $20.6K
17K $382K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-89
- 2.0%
$77.23 - $87.97 $6.87K - $7.83K
4.36K $378K
ETN
Eaton Corp PLC

Industrials
-9
- 0.47%
$272.52 - $333.02 $2.45K - $3K
1.91K $631K
MSI
Motorola Solutions, Inc.

Technology
-11
- 1.87%
$385.65 - $450.49 $4.24K - $4.96K
577 $259K
ACN
Accenture PLC

Technology
-5
- 0.66%
$295.44 - $355.81 $1.48K - $1.78K
752 $265K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
-450
- 1.59%
$6.41 - $8.69 $2.88K - $3.91K
27.8K $211K
IVE
Ishares S&P 500 Value ETF

ETFs
-1
- 0.04%
$181.06 - $197.17 $181 - $197
2.45K $483K
ANET
Arista Networks, Inc.

Technology
-4
- 0.35%
$311.42 - $388.21 $1.25K - $1.55K
1.13K $435K
GS
Goldman Sachs Group Inc

Financial Services
-1
- 0.11%
$459.02 - $510.25 $459 - $510
885 $438K
WMB
Williams Companies, Inc.

Energy
-146
- 1.04%
$41.24 - $46.22 $6.02K - $6.75K
13.9K $636K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-114
- 0.71%
$43.42 - $48.95 $4.95K - $5.58K
16K $778K
IDNA
Ishares Tr Genomics Immunology

ETFs
-104
- 0.36%
$22.86 - $25.49 $2.38K - $2.65K
28.4K $699K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-194
- 0.36%
$34.29 - $36.04 $6.65K - $6.99K
53K $1.91M
MS
Morgan Stanley

Financial Services
-17
- 0.26%
$92.07 - $106.96 $1.57K - $1.82K
6.53K $680K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-114
- 0.48%
$31.4 - $40.35 $3.58K - $4.6K
23.5K $882K
XLC
Select Sector Spdr Tr Communic

ETFs
-424
- 2.39%
$82.16 - $90.4 $34.8K - $38.3K
17.3K $1.57M
RTX
Raytheon Technologies Corp

Industrials
-10
- 0.43%
$99.55 - $123.34 $996 - $1.23K
2.33K $282K
EFSC
Enterprise Financial Services Corp

Financial Services
-102
- 1.92%
$38.94 - $54.0 $3.97K - $5.51K
5.22K $267K
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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