Visionary Wealth Advisors Sells in Q3 2024

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-93
- 0.18%
$24.86 - $26.33 $2.31K - $2.45K
52.3K $1.37M
YMAR
First Tr Ex Tr Viii Cboe Vest
-368
- 0.63%
$22.76 - $24.37 $8.38K - $8.97K
58.1K $1.41M
AOA
Ishares Tr Core Aggressive All

ETFs
-437
- 2.06%
$72.11 - $79.05 $31.5K - $34.5K
20.7K $1.64M
CAT
Caterpillar Inc

Industrials
-296
- 9.9%
$316.8 - $391.12 $93.8K - $116K
2.69K $1.05M
WELL
Welltower Inc.

Real Estate
-85
- 2.89%
$104.0 - $129.74 $8.84K - $11K
2.86K $366K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-468
- 3.06%
$54.31 - $61.04 $25.4K - $28.6K
14.8K $905K
AON
Aon PLC

Financial Services
-20
- 1.56%
$293.16 - $351.06 $5.86K - $7.02K
1.27K $438K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-165
- 0.55%
$67.53 - $70.89 $11.1K - $11.7K
29.7K $2.09M
LOW
Lowes Companies Inc

Consumer Cyclical
-3
- 0.23%
$213.3 - $270.78 $640 - $812
1.31K $355K
UNP
Union Pacific Corp

Industrials
-95
- 2.12%
$221.78 - $256.09 $21.1K - $24.3K
4.4K $1.08M
VAW
Vanguard Materials ETF

ETFs
-57
- 1.34%
$189.89 - $213.71 $10.8K - $12.2K
4.21K $890K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-840
- 6.42%
$27.14 - $35.2 $22.8K - $29.6K
12.2K $429K
VOX
Vanguard Communication Service

ETFs
-185
- 1.32%
$129.82 - $145.39 $24K - $26.9K
13.8K $2M
XLV
Select Sector Spdr Fund Health

ETFs
-475
- 2.61%
$143.3 - $157.24 $68.1K - $74.7K
17.7K $2.73M
IWY
Ishares Tr Russell 200 Growth

ETFs
-60
- 0.36%
$194.66 - $225.97 $11.7K - $13.6K
16.7K $3.68M
VUG
Vanguard Growth ETF

ETFs
-327
- 1.55%
$341.08 - $391.94 $112K - $128K
20.8K $7.98M
VBK
Vanguard Small Cap Growth ETF

ETFs
-54
- 0.94%
$240.48 - $267.94 $13K - $14.5K
5.69K $1.52M
TTD
Trade Desk, Inc.

Technology
-459
- 4.02%
$83.08 - $110.79 $38.1K - $50.9K
11K $1.2M
T
At&T Inc.

Communication Services
-751
- 2.1%
$18.21 - $22.28 $13.7K - $16.7K
35K $770K
ROL
Rollins Inc

Consumer Cyclical
-88
- 0.16%
$45.93 - $51.4 $4.04K - $4.52K
53.7K $2.72M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-260
- 1.91%
$104.5 - $114.97 $27.2K - $29.9K
13.4K $1.53M
AMGN
Amgen Inc

Healthcare
-470
- 1.77%
$309.38 - $337.38 $145K - $159K
26K $8.39M
VHT
Vanguard Health Care ETF

ETFs
-531
- 3.32%
$261.88 - $288.1 $139K - $153K
15.4K $4.36M
PM
Philip Morris International Inc.

Consumer Defensive
-43
- 0.74%
$101.25 - $127.45 $4.35K - $5.48K
5.8K $704K
SLVP
Ishares Msci Global Silver And

ETFs
-203
- 0.31%
$11.23 - $14.2 $2.28K - $2.88K
65.1K $862K
USB
Us Bancorp \De\

Financial Services
-28
- 0.14%
$39.04 - $47.23 $1.09K - $1.32K
19.5K $891K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.3K
- 2.34%
$332.02 - $382.76 $432K - $498K
54.2K $20.4M
VDC
Vanguard Consumer Staples ETF

ETFs
-260
- 2.21%
$201.77 - $221.32 $52.5K - $57.5K
11.5K $2.51M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-180
- 0.85%
$64.57 - $71.76 $11.6K - $12.9K
21K $1.51M
SBUX
Starbucks Corp

Consumer Cyclical
-117
- 1.59%
$72.51 - $98.6 $8.48K - $11.5K
7.25K $706K
PFE
Pfizer Inc

Healthcare
-2.02K
- 0.95%
$27.7 - $31.39 $55.9K - $63.4K
211K $6.1M
LGOV
First Tr ETF Iv Long Duration

ETFs
-307
- 0.27%
$20.77 - $22.83 $6.38K - $7.01K
115K $2.58M
NOW
Service Now, Inc.

Technology
-30
- 1.81%
$730.87 - $937.36 $21.9K - $28.1K
1.62K $1.45M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-63
- 0.8%
$256.4 - $289.78 $16.2K - $18.3K
7.83K $2.22M
XOM
Exxon Mobil Corp

Energy
-198
- 0.23%
$109.72 - $119.0 $21.7K - $23.6K
84.1K $9.85M
IP
International Paper CO

Consumer Cyclical
-1.07K
- 2.89%
$42.55 - $49.98 $45.5K - $53.4K
35.9K $1.76M
NEE
Nextera Energy Inc

Utilities
-17.3K
- 14.56%
$69.9 - $84.97 $1.21M - $1.47M
101K $8.56M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.78K
- 2.82%
$94.31 - $103.26 $168K - $184K
61.3K $6.29M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-564
- 2.87%
$125.95 - $142.04 $71K - $80.1K
19.1K $2.71M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-170
- 0.55%
$83.76 - $91.82 $14.2K - $15.6K
31K $2.83M
ZWS
Zurn Water Solutions Corp

Industrials
-789
- 2.07%
$28.61 - $35.94 $22.6K - $28.4K
37.3K $1.34M
MCD
Mcdonalds Corp

Consumer Cyclical
-82
- 1.63%
$245.82 - $304.51 $20.2K - $25K
4.95K $1.51M
CNC
Centene Corp

Healthcare
-135
- 0.52%
$64.89 - $80.23 $8.76K - $10.8K
26K $1.96M
XLU
Utilities Sector Spdr

ETFs
-192
- 0.98%
$67.67 - $80.78 $13K - $15.5K
19.3K $1.56M
VCR
Vanguard Consumer Discretionar

ETFs
-101
- 1.01%
$291.88 - $341.94 $29.5K - $34.5K
9.87K $3.36M
IEFA
Ishares Tr

ETFs
-295
- 0.57%
$70.09 - $78.74 $20.7K - $23.2K
51K $3.98M
MO
Altria Group, Inc.

Consumer Defensive
-15.1K
- 7.96%
$45.95 - $54.71 $692K - $823K
174K $8.89M
ORCL
Oracle Corp

Technology
-432
- 3.6%
$125.9 - $170.35 $54.4K - $73.6K
11.6K $1.97M
VIS
Vanguard Industrial ETF

ETFs
-121
- 0.95%
$232.12 - $260.07 $28.1K - $31.5K
12.6K $3.27M
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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