Visionary Wealth Advisors Portfolio Holdings

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024

Visionary Wealth Advisors has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.57 Billion distributed in 534 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $51.7M, Apple Inc. with a value of $50.9M, Schwab Strategic Tr Intl Eqty with a value of $41.1M, Microsoft Corp with a value of $40.5M, and Quanta Services, Inc. with a value of $39M.

Examining the 13F form we can see an increase of $102M in the current position value, from $1.47B to 1.57B.

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 $1.57 Billion
ETFs: $905 Million
Technology: $187 Million
Industrials: $101 Million
Consumer Defensive: $76 Million
Financial Services: $63.1 Million
Healthcare: $50.6 Million
Energy: $45.5 Million
Consumer Cyclical: $40.3 Million
Other: $49.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.9T
$50.9 Million 3.24% of portfolio
218,526
Q3 2024 Reduced 1.67%
$3.21T
$40.5 Million 2.58% of portfolio
94,234
Q3 2024 Added 0.87%
$48.6B
$39 Million 2.48% of portfolio
130,881
Q3 2024 Reduced 1.62%
$416B
$22.9 Million 1.46% of portfolio
132,401
Q3 2024 Added 0.83%
$244B
$19.6 Million 1.25% of portfolio
368,816
Q3 2024 Added 2.6%
$2.17B
$17.5 Million 1.11% of portfolio
335,497
Q3 2024 Added 0.24%
$398B
$14.7 Million 0.93% of portfolio
90,673
Q3 2024 Added 80.53%
$254B
$13.3 Million 0.85% of portfolio
164,506
Q3 2024 Reduced 3.01%
$718B
$12.7 Million 0.81% of portfolio
60,284
Q3 2024 Reduced 4.6%
$68.1B
$12.4 Million 0.79% of portfolio
71,962
Q3 2024 Added 794.94%
$612B
$12.1 Million 0.77% of portfolio
26,367
Q3 2024 Added 18.5%
$317B
$11.3 Million 0.72% of portfolio
77,056
Q3 2024 Added 8.12%
$321B
$11.2 Million 0.71% of portfolio
56,526
Q3 2024 Reduced 0.8%
$94.6B
$10.9 Million 0.7% of portfolio
80,251
Q3 2024 Added 28.91%
$350B
$11 Million 0.7% of portfolio
90,284
Q3 2024 Added 11.27%
$1.47B
$11 Million 0.7% of portfolio
272,898
Q3 2024 Reduced 1.29%
$126M
$9.98 Million 0.64% of portfolio
1,104,452
Q3 2024 Reduced 0.16%
$61.6B
$9.99 Million 0.64% of portfolio
452,231
Q3 2024 Added 3.85%
$490B
$9.85 Million 0.63% of portfolio
84,058
Q3 2024 Reduced 0.23%
$2.17T
$9.62 Million 0.61% of portfolio
51,613
Q3 2024 Added 0.53%
$183B
$9.05 Million 0.58% of portfolio
53,198
Q3 2024 Reduced 1.08%
$102B
$8.89 Million 0.57% of portfolio
174,111
Q3 2024 Reduced 7.96%
$93.9B
$8.87 Million 0.56% of portfolio
98,323
Q3 2024 Reduced 8.99%
$65.3B
$8.88 Million 0.56% of portfolio
123,525
Q3 2024 Reduced 6.75%
$64.7B
$8.87 Million 0.56% of portfolio
67,516
Q3 2024 Added 10.94%
$184B
$8.8 Million 0.56% of portfolio
195,863
Q3 2024 Added 4.31%
$135B
$8.66 Million 0.55% of portfolio
14,822
Q3 2024 Reduced 3.46%
$76.5M
$8.63 Million 0.55% of portfolio
664,298
Q3 2024 Added 10.87%
$150B
$8.56 Million 0.54% of portfolio
101,316
Q3 2024 Reduced 14.56%
$149B
$8.39 Million 0.53% of portfolio
26,030
Q3 2024 Reduced 1.77%
$47.3B
$8.19 Million 0.52% of portfolio
67,617
Q3 2024 Added 3.03%
$223B
$8.08 Million 0.51% of portfolio
47,524
Q3 2024 Added 6.43%
$126B
$7.65 Million 0.49% of portfolio
27,658
Q3 2024 Added 3.27%
$12.5B
$7.24 Million 0.46% of portfolio
59,772
Q3 2024 Added 11.47%
$275B
$7.3 Million 0.46% of portfolio
101,605
Q3 2024 Reduced 0.16%
$143B
$6.1 Million 0.39% of portfolio
210,850
Q3 2024 Reduced 0.95%
$1.11T
$5.82 Million 0.37% of portfolio
22,231
Q3 2024 Reduced 3.64%
$1.37T
$5.26 Million 0.33% of portfolio
9,181
Q3 2024 Reduced 2.78%
$78.9B
$4.31 Million 0.27% of portfolio
39,435
Q3 2024 Added 1.13%
$0
$4.01 Million 0.26% of portfolio
90,990
Q3 2024 Added 5.84%
$1.05T
$3.01 Million 0.19% of portfolio
18,011
Q3 2024 Added 0.96%
$1.02T
$2.94 Million 0.19% of portfolio
17,751
Q3 2024 Added 0.98%
$24.5B
$2.72 Million 0.17% of portfolio
53,710
Q3 2024 Reduced 0.16%
$435B
$2.46 Million 0.16% of portfolio
2,777
Q3 2024 Added 0.11%
$502B
$2.5 Million 0.16% of portfolio
5,067
Q3 2024 Reduced 31.87%
$0
$2.4 Million 0.15% of portfolio
218,820
Q3 2024 Added 38.91%
$39.1B
$2.27 Million 0.14% of portfolio
28,212
Q3 2024 Added 0.04%
$493B
$1.97 Million 0.13% of portfolio
11,577
Q3 2024 Reduced 3.6%
$52.4B
$1.99 Million 0.13% of portfolio
39,427
Q3 2024 Reduced 1.36%

Summary

  • Portfolio
  • No. of Stocks 534
  • Current Value $1.57 Billion
  • Prior Value $1.47 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 51 stocks
  • Additional Purchases 228 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 224 stocks
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