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
JPIB
Jpmorgan International Bond Op

ETFs
-105
- 1.61%
$46.97 - $48.35 $4.93K - $5.08K
6.4K $306K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-35
- 0.2%
N/A
17.4K $393K
DRLL
Ea Ser Tr Strive U S Energy Et
-21.5K
- 20.83%
N/A
81.6K $0
Innovator Etfs Trust
-4.04K
- 24.25%
N/A
12.6K $0
First Tr Exchange Traded Fd
-389
- 0.43%
N/A
90.1K $0
Innovator Etfs Trust
-502
- 7.51%
N/A
6.19K $0
Goldman Sachs ETF Tr
-7.87K
- 39.53%
N/A
12K $0
Goldman Sachs ETF Tr
-109
- 0.88%
N/A
12.2K $0
Arista Networks Inc
-16
- 0.33%
N/A
4.8K $0
Innovator Etfs Trust
-800
- 6.91%
N/A
10.8K $0
Ea Series Trust
-23.8K
- 69.35%
N/A
10.5K $0
PDEC
Innovator U.S. Equity Power Bu
-653
- 2.47%
N/A
25.8K $0
J P Morgan Exchange Traded F
-14.6K
- 16.18%
N/A
75.8K $0
Grayscale Ethereum Trust ETF
-3.34K
- 22.59%
N/A
11.5K $0
STRV
Ea Ser Tr Strive 500 ETF
-12K
- 12.3%
N/A
85.4K $0
SHOC
Ea Ser Tr Strive U S Semicondu
-26.7K
- 61.75%
N/A
16.6K $0
Innovator Etfs Trust
-2.42K
- 14.28%
N/A
14.5K $0
JPHY
Jp Morgan High Yield Research

ETFs
-10.2K
- 32.35%
N/A
21.4K $0
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-359
- 2.54%
$128.74 - $138.67 $46.2K - $49.8K
13.8K $1.87M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.79K
- 1.81%
$25.77 - $27.6 $97.7K - $105K
205K $5.46M
JPEM
Jp Morgan Diversified Return

ETFs
-154
- 0.9%
$50.81 - $54.04 $7.82K - $8.32K
17K $894K
XLV
Select Sector Spdr Fund Health

ETFs
-322
- 4.9%
$137.61 - $149.68 $44.3K - $48.2K
6.25K $911K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-161
- 0.54%
$67.41 - $69.37 $10.9K - $11.2K
29.8K $2.05M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-487
- 5.4%
$48.65 - $53.06 $23.7K - $25.8K
8.54K $443K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-20
- 0.14%
$59.15 - $62.71 $1.18K - $1.25K
14.6K $900K
STAG
Stag Industrial, Inc.

Real Estate
-131
- 1.64%
$32.39 - $37.07 $4.24K - $4.86K
7.86K $284K
GAA
Cambria Global Asset Allocatio

ETFs
-80
- 0.21%
$28.12 - $29.51 $2.25K - $2.36K
37.8K $1.1M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-24
- 0.36%
$65.44 - $70.64 $1.57K - $1.7K
6.62K $452K
DVN
Devon Energy Corp

Energy
-615
- 6.43%
$33.15 - $38.55 $20.4K - $23.7K
8.95K $334K
ORI
Old Republic International Corp

Financial Services
-100
- 1.15%
$33.46 - $39.22 $3.35K - $3.92K
8.6K $337K
O
Realty Income Corp

Real Estate
-7
- 0.14%
$51.67 - $58.49 $362 - $409
5.07K $294K
AMT
American Tower Corp

Real Estate
-44
- 3.67%
$173.46 - $217.6 $7.63K - $9.57K
1.16K $251K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-30
- 0.69%
$56.12 - $68.15 $1.68K - $2.04K
4.32K $292K
EFG
Msci Eafe Growth ETF

ETFs
-332
- 1.57%
$96.1 - $106.37 $31.9K - $35.3K
20.8K $2.08M
UNP
Union Pacific Corp

Industrials
-3
- 0.07%
$225.21 - $254.42 $676 - $763
4.21K $994K
EMLP
First Tr Exchange Traded Iv

ETFs
-24
- 0.12%
$35.79 - $38.28 $859 - $919
19.9K $744K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-40
- 10.1%
$1187.71 - $1432.58 $47.5K - $57.3K
356 $509K
TIP
Ishares Tr Tips Bd ETF

ETFs
-363
- 1.94%
$106.22 - $111.09 $38.6K - $40.3K
18.3K $2.03M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.14K
- 1.5%
$25.69 - $26.89 $29.3K - $30.7K
75K $2.02M
LGOV
First Tr ETF Iv Long Duration

ETFs
-408
- 0.46%
$20.41 - $21.7 $8.33K - $8.85K
88.2K $1.9M
EFV
Msci Eafe Value ETF

ETFs
-834
- 4.78%
$51.88 - $60.73 $43.3K - $50.6K
16.6K $978K
HTRB
Hartford Fds Total Return Bd E

ETFs
-3.16K
- 0.98%
$33.03 - $34.09 $105K - $108K
320K $10.8M
WELL
Welltower Inc.

Real Estate
-50
- 1.81%
$124.05 - $156.86 $6.2K - $7.84K
2.71K $415K
IWD
Ishares Russell 1000 Val ETF

ETFs
-479
- 0.85%
$182.82 - $196.21 $87.6K - $94K
55.7K $10.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-624
- 2.06%
$87.68 - $94.52 $54.7K - $59K
29.7K $2.79M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-54
- 0.41%
$107.24 - $116.37 $5.79K - $6.28K
13.3K $1.54M
ABT
Abbott Laboratories

Healthcare
-71
- 1.27%
$111.1 - $140.22 $7.89K - $9.96K
5.54K $734K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-6.71K
- 2.08%
$25.81 - $28.52 $173K - $191K
315K $8.69M
CI
Cigna Corp

Healthcare
-144
- 4.29%
$274.49 - $329.0 $39.5K - $47.4K
3.21K $1.06M
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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