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
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-102
- 1.3%
$278.19 - $315.36 $28.4K - $32.2K
7.72K $2.22M
Innovator Etfs Trust
-500
- 5.94%
N/A
7.92K $0
PSEP
Innovator U.S. Equity Power Bu
-3.19K
- 5.44%
N/A
55.5K $0
Amplify ETF Tr
-107
- 0.82%
N/A
13K $0
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-197
- 2.14%
$46.48 - $51.32 $9.16K - $10.1K
9.03K $434K
ISCG
Ishares Morningstar Small Cap

ETFs
-43
- 0.79%
$48.22 - $54.03 $2.07K - $2.32K
5.42K $268K
C
Citigroup Inc

Financial Services
-360
- 10.69%
$61.31 - $72.5 $22.1K - $26.1K
3.01K $211K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-173
- 1.37%
$40.12 - $41.68 $6.94K - $7.21K
12.4K $511K
AXP
American Express CO

Financial Services
-72
- 7.32%
$267.35 - $305.57 $19.2K - $22K
911 $270K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-227
- 1.4%
$35.71 - $37.1 $8.11K - $8.42K
16K $587K
IWP
Ishares Russell Mid Cap Growth

ETFs
-114
- 5.57%
$116.4 - $138.52 $13.3K - $15.8K
1.93K $245K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-70
- 0.77%
$39.04 - $40.41 $2.73K - $2.83K
9.05K $363K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-907
- 1.71%
$35.94 - $36.85 $32.6K - $33.4K
52.1K $1.92M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-20
- 0.5%
$124.61 - $133.96 $2.49K - $2.68K
3.97K $510K
FDX
Fedex Corp

Industrials
-4
- 0.3%
$260.5 - $305.15 $1.04K - $1.22K
1.32K $370K
ENB
Enbridge Inc

Energy
-24
- 0.33%
$40.4 - $43.92 $970 - $1.05K
7.29K $309K
AEE
Ameren Corp

Utilities
-1
- 0.01%
$85.81 - $94.98 $85.8 - $95
7.06K $629K
VOT
Vanguard Mid Cap Growth Index

ETFs
-276
- 3.44%
$241.48 - $274.89 $66.6K - $75.9K
7.74K $1.96M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-15
- 0.06%
$37.61 - $38.92 $564 - $584
23.9K $919K
ZS
Zscaler, Inc.

Technology
-27
- 1.17%
$166.99 - $211.99 $4.51K - $5.72K
2.28K $412K
DIS
Walt Disney CO

Communication Services
-327
- 9.11%
$92.39 - $117.6 $30.2K - $38.5K
3.26K $363K
MAR
Marriott International Inc

Consumer Cyclical
-93
- 6.18%
$246.06 - $292.59 $22.9K - $27.2K
1.41K $394K
DLR
Digital Realty Trust, Inc.

Real Estate
-43
- 2.12%
$156.46 - $195.69 $6.73K - $8.41K
1.98K $351K
IOO
Ishares Tr Global 100 ETF

ETFs
-84
- 0.41%
$97.46 - $103.45 $8.19K - $8.69K
20.4K $2.06M
PL
Planet Labs Pbc

Industrials
-1.36K
- 6.46%
$2.1 - $4.52 $2.86K - $6.15K
19.7K $79K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-61
- 1.0%
$129.96 - $144.97 $7.93K - $8.84K
6.05K $843K
EMLP
First Tr Exchange Traded Iv

ETFs
-108
- 0.54%
$33.69 - $38.24 $3.64K - $4.13K
19.9K $709K
CG
Carlyle Group Inc.

Financial Services
-298
- 4.0%
$43.2 - $54.81 $12.9K - $16.3K
7.15K $361K
VBK
Vanguard Small Cap Growth ETF

ETFs
-106
- 1.86%
$264.18 - $304.19 $28K - $32.2K
5.58K $1.56M
OWL
Blue Owl Capital Inc.

Financial Services
-496
- 2.94%
$19.51 - $24.81 $9.68K - $12.3K
16.4K $381K
SOFI
So Fi Technologies, Inc.

Financial Services
-3.38K
- 23.68%
$7.63 - $16.88 $25.8K - $57.1K
10.9K $167K
WFC
Wells Fargo & Company

Financial Services
-165
- 2.87%
$54.98 - $77.35 $9.07K - $12.8K
5.59K $392K
BAC
Bank Of America Corp

Financial Services
-2.35K
- 5.27%
$39.22 - $47.77 $92.1K - $112K
42.3K $1.86M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-626
- 2.66%
$36.5 - $53.22 $22.8K - $33.3K
22.9K $988K
WMB
Williams Companies, Inc.

Energy
-28
- 0.2%
$46.37 - $59.74 $1.3K - $1.67K
13.9K $753K
HON
Honeywell International Inc

Industrials
-83
- 1.16%
$202.84 - $236.0 $16.8K - $19.6K
7.05K $1.59M
BA
Boeing CO

Industrials
-146
- 1.88%
$138.14 - $180.72 $20.2K - $26.4K
7.61K $1.35M
VUG
Vanguard Growth ETF

ETFs
-889
- 4.28%
$378.79 - $428.11 $337K - $381K
19.9K $8.17M
GOOGL
Alphabet Inc.

Communication Services
-138
- 0.78%
$161.86 - $196.66 $22.3K - $27.1K
17.6K $3.33M
BK
Bank Of New York Mellon Corp

Financial Services
-2.78K
- 2.25%
$70.82 - $81.87 $197K - $228K
121K $9.28M
ADP
Automatic Data Processing Inc

Industrials
-99
- 0.36%
$280.08 - $307.97 $27.7K - $30.5K
27.6K $8.07M
IVV
Ishares Core S&P 500 ETF

ETFs
-858
- 0.96%
$570.51 - $610.59 $489K - $524K
88.9K $52.3M
JPM
Jpmorgan Chase & CO

Financial Services
-1.75K
- 2.9%
$205.18 - $250.29 $359K - $438K
58.5K $14M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-201
- 0.37%
$370.24 - $418.94 $74.4K - $84.2K
54K $21.7M
WMT
Walmart Inc.

Consumer Defensive
-2.07K
- 1.26%
$79.1 - $95.7 $164K - $198K
162K $14.7M
KMI
Kinder Morgan, Inc.

Energy
-799
- 0.18%
$22.59 - $28.54 $18K - $22.8K
451K $12.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.24K
- 5.57%
$213.65 - $479.86 $264K - $594K
21K $8.48M
AAPL
Apple Inc.

Technology
-1.7K
- 0.78%
$221.69 - $259.02 $378K - $441K
217K $54.3M
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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