Visionary Wealth Advisors Portfolio Holdings

Visionary Wealth Advisors

  • $1.62 Billion
  • Q4 2024

Visionary Wealth Advisors has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.62 Billion distributed in 534 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $54.3M, Schwab Strategic Tr Us Large C with a value of $53M, Ishares Core S&P 500 ETF with a value of $52.3M, Quanta Services, Inc. with a value of $47.6M, and Microsoft Corp with a value of $42.4M.

Examining the 13F form we can see an increase of $48.1M in the current position value, from $1.57B to 1.62B.

Visionary Wealth Advisors is based out at O'fallon, IL

Below you can find more details about Visionary Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $1.62 Billion
ETFs: $914 Million
Technology: $218 Million
Industrials: $109 Million
Consumer Defensive: $74.5 Million
Financial Services: $68.1 Million
Energy: $47.7 Million
Consumer Cyclical: $44.2 Million
Healthcare: $43.8 Million
Other: $46.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$54.3 Million 3.35% of portfolio
216,822
Q4 2024 Reduced 0.78%
$40.2B
$47.6 Million 2.94% of portfolio
150,477
Q4 2024 Added 14.97%
$3.1T
$42.4 Million 2.61% of portfolio
100,488
Q4 2024 Added 6.64%
$1.78B
$27.5 Million 1.7% of portfolio
378,896
Q4 2024 Added 12.94%
$266B
$23.2 Million 1.43% of portfolio
391,759
Q4 2024 Added 6.22%
$396B
$22.2 Million 1.37% of portfolio
132,121
Q4 2024 Reduced 0.21%
$91.8B
$16.7 Million 1.03% of portfolio
72,021
Q4 2024 Added 0.08%
$264B
$14.7 Million 0.91% of portfolio
162,436
Q4 2024 Reduced 1.26%
$783B
$14 Million 0.87% of portfolio
58,534
Q4 2024 Reduced 2.9%
$417B
$13.1 Million 0.81% of portfolio
90,505
Q4 2024 Reduced 0.19%
$2.27T
$12.8 Million 0.79% of portfolio
58,555
Q4 2024 Added 13.45%
$349B
$12.7 Million 0.78% of portfolio
94,674
Q4 2024 Added 4.86%
$82.2M
$12.7 Million 0.78% of portfolio
766,842
Q4 2024 Added 15.44%
$59.8B
$12.4 Million 0.76% of portfolio
451,432
Q4 2024 Reduced 0.18%
$627B
$12.4 Million 0.76% of portfolio
27,296
Q4 2024 Added 3.52%
$922M
$11.6 Million 0.72% of portfolio
326,193
Q4 2024 Added 19.53%
$404B
$10.6 Million 0.65% of portfolio
27,174
Q4 2024 Added 1.59%
$355B
$10.3 Million 0.63% of portfolio
57,722
Q4 2024 Added 2.12%
$115M
$9.39 Million 0.58% of portfolio
1,292,836
Q4 2024 Added 17.06%
$70.4B
$9.28 Million 0.57% of portfolio
120,741
Q4 2024 Reduced 2.25%
$97.4B
$9.14 Million 0.56% of portfolio
174,742
Q4 2024 Added 0.36%
$467B
$8.99 Million 0.55% of portfolio
83,565
Q4 2024 Reduced 0.59%
$1.12T
$8.48 Million 0.52% of portfolio
20,993
Q4 2024 Reduced 5.57%
$195B
$8.24 Million 0.51% of portfolio
53,667
Q4 2024 Added 0.88%
$178B
$8.05 Million 0.5% of portfolio
201,408
Q4 2024 Added 2.83%
$130B
$8.07 Million 0.5% of portfolio
27,559
Q4 2024 Reduced 0.36%
$95.6B
$8.13 Million 0.5% of portfolio
98,732
Q4 2024 Added 0.42%
$41.3B
$8.01 Million 0.49% of portfolio
67,544
Q4 2024 Reduced 0.11%
$63.3B
$7.78 Million 0.48% of portfolio
68,322
Q4 2024 Added 1.19%
$85.1B
$7.58 Million 0.47% of portfolio
60,133
Q4 2024 Reduced 25.07%
$138B
$7.31 Million 0.45% of portfolio
102,012
Q4 2024 Added 0.69%
$114B
$7.27 Million 0.45% of portfolio
14,965
Q4 2024 Added 0.96%
$205B
$7.1 Million 0.44% of portfolio
46,697
Q4 2024 Reduced 1.74%
$159B
$7.01 Million 0.43% of portfolio
26,895
Q4 2024 Added 3.32%
$303B
$6.7 Million 0.41% of portfolio
107,688
Q4 2024 Added 5.99%
$11.4B
$6.68 Million 0.41% of portfolio
60,642
Q4 2024 Added 1.46%
$145B
$5.8 Million 0.36% of portfolio
218,805
Q4 2024 Added 3.77%
$1.56T
$5.6 Million 0.35% of portfolio
9,500
Q4 2024 Added 3.47%
$73.8B
$5.7 Million 0.35% of portfolio
45,957
Q4 2024 Added 16.54%
$0
$4.14 Million 0.26% of portfolio
92,141
Q4 2024 Added 1.26%
$1.14T
$3.63 Million 0.22% of portfolio
19,086
Q4 2024 Added 5.97%
$1.1T
$3.33 Million 0.21% of portfolio
17,613
Q4 2024 Reduced 0.78%
$0
$3.32 Million 0.21% of portfolio
261,354
Q4 2024 Added 19.44%
$53.9B
$3.01 Million 0.19% of portfolio
40,390
Q4 2024 Added 2.44%
$537B
$2.92 Million 0.18% of portfolio
5,546
Q4 2024 Added 9.45%
$3.03B
$2.48 Million 0.15% of portfolio
8,572
Q4 2024 Added 37.79%
$25.3B
$2.41 Million 0.15% of portfolio
52,081
Q4 2024 Reduced 3.03%
$44.6B
$2.51 Million 0.15% of portfolio
32,037
Q4 2024 Added 13.56%
$458B
$2.31 Million 0.14% of portfolio
2,519
Q4 2024 Reduced 9.29%

Summary

  • Portfolio
  • No. of Stocks 534
  • Current Value $1.62 Billion
  • Prior Value $1.57 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 262 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 199 stocks
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