Visionary Wealth Advisors Sells in Q1 2025

Visionary Wealth Advisors

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PWR
Quanta Services, Inc.

Industrials
-23.8K
- 15.82%
$236.71 - $358.03 $5.64M - $8.52M
127K $32.2M
PAR
Par Technology Corp

Technology
-51.4K
- 13.57%
$58.73 - $76.0 $3.02M - $3.91M
327K $20.1M
PRU
Prudential Financial Inc

Financial Services
-62.1K
- 92.0%
$105.04 - $122.33 $6.53M - $7.6M
5.41K $603K
MSFT
Microsoft Corp

Technology
-5.73K
- 5.7%
$375.39 - $447.2 $2.15M - $2.56M
94.8K $35.6M
AVGO
Broadcom Inc.

Technology
-7K
- 9.71%
$167.43 - $244.7 $1.17M - $1.71M
65K $10.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.96K
- 0.26%
$24.91 - $29.02 $124K - $144K
1.9M $47.5M
NSSC
Napco Security Technologies, Inc

Industrials
-59.8K
- 18.34%
$23.02 - $37.2 $1.38M - $2.23M
266K $6.13M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-91.7K
- 32.19%
$45.56 - $47.23 $4.18M - $4.33M
193K $9.09M
AVIG
American Centy ETF Tr Avantis

ETFs
-98.2K
- 67.74%
$40.06 - $41.55 $3.93M - $4.08M
46.8K $1.94M
XSMO
Invesco S&P Smallcap Momentum

ETFs
-59K
- 91.16%
$59.97 - $70.03 $3.54M - $4.13M
5.72K $358K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-17K
- 62.1%
$192.82 - $222.1 $3.28M - $3.77M
10.4K $2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-84.3K
- 25.51%
$32.49 - $37.99 $2.74M - $3.2M
246K $8.25M
ULBI
Ultralife Corp

Industrials
-201K
- 15.54%
$5.33 - $8.15 $1.07M - $1.64M
1.09M $5.87M
IVV
Ishares Core S&P 500 ETF

ETFs
-757
- 0.85%
$554.06 - $615.85 $419K - $466K
88.1K $49.5M
CSCO
Cisco Systems, Inc.

Technology
-48.3K
- 12.34%
$58.74 - $64.87 $2.84M - $3.14M
343K $21.2M
CSPI
Csp Inc

Technology
-66.4K
- 8.66%
$15.27 - $21.62 $1.01M - $1.44M
700K $10.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.87K
- 0.94%
$23.16 - $27.04 $136K - $159K
616K $14.4M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-121K
- 81.19%
$13.05 - $13.97 $1.58M - $1.69M
28K $381K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-23.9K
- 72.73%
$61.9 - $66.89 $1.48M - $1.6M
8.96K $569K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-61.1K
- 34.47%
$24.29 - $24.65 $1.49M - $1.51M
116K $2.86M
AVUV
American Centy ETF Tr Avantis

ETFs
-7.67K
- 12.92%
$84.95 - $100.62 $651K - $772K
51.7K $4.5M
XLF
Financial Sector Spdr

ETFs
-27.6K
- 23.71%
$47.32 - $52.19 $1.31M - $1.44M
88.9K $4.43M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-59.4K
- 28.41%
$19.8 - $19.97 $1.18M - $1.19M
150K $2.98M
EMR
Emerson Electric CO

Industrials
-3.43K
- 7.47%
$108.64 - $131.17 $373K - $450K
42.5K $4.66M
VCIT
Vanguard Intermediate Term Cor

ETFs
-12.2K
- 66.65%
$79.17 - $82.04 $966K - $1M
6.11K $499K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-7.63K
- 18.88%
$77.91 - $92.26 $595K - $704K
32.8K $2.61M
PFE
Pfizer Inc

Healthcare
-24.9K
- 11.38%
$25.01 - $27.13 $623K - $676K
194K $4.91M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-4K
- 6.29%
$89.18 - $104.04 $357K - $416K
59.6K $5.45M
TTD
Trade Desk, Inc.

Technology
-1.46K
- 13.01%
$53.59 - $126.58 $78.5K - $185K
9.79K $535K
KMI
Kinder Morgan, Inc.

Energy
-45.2K
- 10.0%
$26.1 - $31.22 $1.18M - $1.41M
406K $11.6M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-11.4K
- 15.63%
$47.47 - $48.84 $539K - $554K
61.3K $2.93M
FEMB
First Tr ETF Emerging Markets

ETFs
-22.9K
- 49.45%
$25.88 - $27.49 $593K - $630K
23.4K $629K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-11.6K
- 56.26%
$49.75 - $50.27 $575K - $581K
8.98K $449K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-8.13K
- 3.31%
$56.17 - $59.71 $457K - $486K
237K $13.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-251
- 2.47%
$468.34 - $539.52 $118K - $135K
9.91K $4.65M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-14.5K
- 16.93%
$31.06 - $33.33 $452K - $485K
71.3K $2.24M
COPX
Global X Copper Miners ETF

ETFs
-14K
- 72.31%
$37.72 - $43.32 $529K - $607K
5.37K $209K
BK
Bank Of New York Mellon Corp

Financial Services
-16.2K
- 13.4%
$75.42 - $88.95 $1.22M - $1.44M
105K $8.77M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.82K
- 1.01%
$25.58 - $29.24 $72.1K - $82.4K
277K $7.27M
SLVP
Ishares Msci Global Silver And

ETFs
-46.3K
- 80.64%
$11.88 - $15.41 $550K - $714K
11.1K $166K
SRLN
Ssga Active Trust

ETFs
-11.7K
- 62.49%
$41.02 - $41.99 $479K - $490K
7K $288K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-4.17K
- 22.25%
$80.73 - $94.96 $336K - $396K
14.6K $1.21M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.6K
- 3.95%
$62.43 - $84.12 $99.7K - $134K
38.8K $2.53M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-6.85K
- 52.94%
$65.49 - $74.67 $448K - $511K
6.09K $435K
ADBE
Adobe Inc.

Technology
-821
- 42.02%
$377.84 - $464.11 $310K - $381K
1.13K $434K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-15.3K
- 59.29%
$34.58 - $45.97 $531K - $705K
10.5K $484K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-5.19K
- 35.71%
$55.52 - $69.21 $288K - $359K
9.34K $554K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-382
- 4.95%
$254.58 - $302.92 $97.2K - $116K
7.34K $1.88M
FTCS
First Trust Capital Strength E

ETFs
-4.56K
- 12.75%
$86.39 - $91.35 $394K - $417K
31.2K $2.8M
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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