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
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.71K
- 2.28%
$73.43 - $80.37 $125K - $137K
73.3K $5.89M
DGRO
Ishares Core Dividend Growth E

ETFs
-598
- 0.71%
$57.47 - $62.76 $34.4K - $37.5K
83.3K $5.22M
VTV
Vanguard Value ETF

ETFs
-3.55K
- 4.91%
$159.75 - $174.57 $567K - $620K
68.7K $12M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-314
- 0.33%
$75.47 - $83.18 $23.7K - $26.1K
95K $7.89M
SO
Southern CO

Utilities
-9.71K
- 8.99%
$77.0 - $90.52 $748K - $879K
98.3K $8.87M
META
Meta Platforms, Inc.

Communication Services
-263
- 2.78%
$453.41 - $572.44 $119K - $151K
9.18K $5.26M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-13
- 0.02%
$77.02 - $85.06 $1K - $1.11K
77.6K $6.56M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.92K
- 3.24%
$173.36 - $189.8 $332K - $364K
57.2K $10.9M
USRT
Ishares Core U.S. Reit ETF

ETFs
-366
- 0.5%
$53.07 - $62.66 $19.4K - $22.9K
72.3K $4.45M
VO
Vanguard Mid Cap ETF

ETFs
-151
- 0.51%
$237.84 - $263.83 $35.9K - $39.8K
29.4K $7.76M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-15.2K
- 4.2%
$46.9 - $51.96 $713K - $789K
347K $17.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.88K
- 2.91%
$149.02 - $167.67 $280K - $315K
62.7K $10.5M
CGDV
Capital Group Divid Value ETF

ETFs
-50
- 0.02%
$32.96 - $36.48 $1.65K - $1.82K
234K $8.52M
KO
Coca Cola CO

Consumer Defensive
-164
- 0.16%
$62.69 - $73.01 $10.3K - $12K
102K $7.3M
DFAT
Dimensional ETF Tr U S Target

ETFs
-507
- 0.21%
$51.0 - $57.07 $25.9K - $28.9K
236K $13.1M
BK
Bank Of New York Mellon Corp

Financial Services
-8.95K
- 6.75%
$59.54 - $72.17 $533K - $646K
124K $8.88M
TSLA
Tesla, Inc.

Consumer Cyclical
-840
- 3.64%
$191.76 - $263.26 $161K - $221K
22.2K $5.82M
ABBV
Abb Vie Inc.

Healthcare
-457
- 0.8%
$163.84 - $199.33 $74.9K - $91.1K
56.5K $11.2M
LMT
Lockheed Martin Corp

Industrials
-532
- 3.46%
$460.3 - $584.56 $245K - $311K
14.8K $8.66M
WMT
Walmart Inc.

Consumer Defensive
-5.1K
- 3.01%
$66.91 - $81.4 $341K - $415K
165K $13.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-20.4K
- 2.0%
$36.98 - $41.55 $753K - $846K
1M $41.1M
AAPL
Apple Inc.

Technology
-3.71K
- 1.67%
$207.23 - $234.82 $769K - $871K
219K $50.9M
PWR
Quanta Services, Inc.

Industrials
-2.16K
- 1.62%
$239.58 - $298.23 $517K - $644K
131K $39M
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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