Visionary Wealth Advisors Reduced Holdings in Q2 2025

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-283
- 2.69%
$41.45 - $54.46 $11.7K - $15.4K
10.3K $533K
SOXL
Direxion Daily Semiconductor B

ETFs
-1.54K
- 15.01%
$8.25 - $25.2 $12.7K - $38.8K
8.71K $218K
JNUG
Direxion Shs ETF Tr Daily Jr G

ETFs
-1.27K
- 13.97%
$47.18 - $88.62 $60.1K - $113K
7.85K $622K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-586
- 1.36%
$33.11 - $37.79 $19.4K - $22.1K
42.5K $1.61M
GS
Goldman Sachs Group Inc

Financial Services
-199
- 15.45%
$462.22 - $707.75 $92K - $141K
1.09K $770K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-311
- 1.1%
$23.87 - $29.82 $7.42K - $9.27K
28.1K $837K
IVW
Ishares S&P 500 Growth ETF

ETFs
-60
- 1.26%
$82.96 - $110.1 $4.98K - $6.61K
4.71K $518K
PANW
Palo Alto Networks Inc

Technology
-115
- 3.6%
$152.44 - $204.64 $17.5K - $23.5K
3.08K $630K
PM
Philip Morris International Inc.

Consumer Defensive
-294
- 4.84%
$149.23 - $184.95 $43.9K - $54.4K
5.78K $1.05M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-67
- 0.32%
$90.56 - $109.49 $6.07K - $7.34K
20.6K $2.25M
IWM
Ishares Russell 2000 ETF

ETFs
-521
- 3.83%
$174.82 - $215.79 $91.1K - $112K
13.1K $2.82M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-22
- 1.29%
$179.95 - $278.88 $3.96K - $6.14K
1.68K $468K
AEM
Agnico Eagle Mines LTD

Basic Materials
-1.88K
- 5.69%
$99.48 - $124.46 $187K - $234K
31.2K $3.71M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-53
- 0.5%
$108.12 - $135.04 $5.73K - $7.16K
10.6K $1.43M
ETN
Eaton Corp PLC

Industrials
-63
- 3.4%
$246.52 - $356.99 $15.5K - $22.5K
1.79K $638K
HON
Honeywell International Inc

Industrials
-37
- 0.52%
$182.86 - $232.88 $6.77K - $8.62K
7.08K $1.65M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-2.72K
- 2.94%
$41.3 - $47.0 $112K - $128K
89.8K $4.22M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-8.34K
- 3.39%
$29.52 - $35.31 $246K - $294K
238K $8.39M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-58
- 0.79%
$224.16 - $285.86 $13K - $16.6K
7.28K $2.08M
COIN
Coinbase Global, Inc.

Technology
-42
- 3.17%
$151.47 - $375.07 $6.36K - $15.8K
1.28K $449K
IWD
Ishares Russell 1000 Val ETF

ETFs
-208
- 0.37%
$166.82 - $194.23 $34.7K - $40.4K
55.5K $10.8M
GOOGL
Alphabet Inc.

Communication Services
-413
- 1.91%
$144.7 - $178.6 $59.8K - $73.8K
21.3K $3.75M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-135
- 0.97%
$272.36 - $339.57 $36.8K - $45.8K
13.8K $4.69M
AVDE
American Centy ETF Tr Avantis

ETFs
-780
- 0.78%
$59.32 - $74.36 $46.3K - $58K
98.8K $7.31M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-382
- 0.98%
$60.61 - $87.72 $23.2K - $33.5K
38.4K $3.26M
PLTR
Palantir Technologies Inc.

Technology
-1.38K
- 7.03%
$74.01 - $144.25 $102K - $199K
18.2K $2.48M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-6.55K
- 1.65%
$29.12 - $35.84 $191K - $235K
389K $13.9M
MSTR
Microstrategy Inc

Technology
-101
- 1.05%
$237.95 - $421.61 $24K - $42.6K
9.52K $3.85M
NSSC
Napco Security Technologies, Inc

Industrials
-110
- 0.04%
$19.82 - $29.82 $2.18K - $3.28K
266K $7.91M
JPM
Jpmorgan Chase & CO

Financial Services
-273
- 0.49%
$210.28 - $289.91 $57.4K - $79.1K
55.7K $16.1M
PAR
Par Technology Corp

Technology
-780
- 0.24%
$50.87 - $69.82 $39.7K - $54.5K
327K $22.7M
AVGO
Broadcom Inc.

Technology
-228
- 0.35%
$146.29 - $275.65 $33.4K - $62.8K
64.8K $17.9M
PWR
Quanta Services, Inc.

Industrials
-22.4K
- 17.71%
$239.47 - $381.26 $5.37M - $8.55M
104K $39.4M
Activity Summary
Buys All Purchases 346 New Holdings 64 Increased Positions 282 Sells All Sells 184 Reductions 184 Sold out 0 Options Calls 0 Puts 0
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