Visionary Wealth Advisors Portfolio Holdings

Visionary Wealth Advisors

  • $1.56 Billion
  • Q1 2025

Visionary Wealth Advisors has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.56 Billion distributed in 541 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 $49.5M, Apple Inc. with a value of $48.3M, Schwab Strategic Tr Us Large C with a value of $47.5M, Schwab Strategic Tr Intl Eqty with a value of $36.6M, and Microsoft Corp with a value of $35.6M.

Examining the 13F form we can see an decrease of $56.9M in the current position value, from $1.62B to 1.56B.

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 $1.56 Billion
ETFs: $897 Million
Technology: $185 Million
Industrials: $90.4 Million
Consumer Defensive: $77.5 Million
Financial Services: $61.7 Million
Energy: $51.8 Million
Healthcare: $48.4 Million
Consumer Cyclical: $40.5 Million
Other: $50 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$48.3 Million 3.09% of portfolio
217,548
Q1 2025 Added 0.33%
$3.77T
$35.6 Million 2.28% of portfolio
94,757
Q1 2025 Reduced 5.7%
$56.5B
$32.2 Million 2.06% of portfolio
126,671
Q1 2025 Reduced 15.82%
$375B
$22.6 Million 1.45% of portfolio
132,832
Q1 2025 Added 0.54%
$280B
$21.2 Million 1.36% of portfolio
343,430
Q1 2025 Reduced 12.34%
$1.92B
$20.1 Million 1.29% of portfolio
327,490
Q1 2025 Reduced 13.57%
$439B
$15.4 Million 0.98% of portfolio
92,654
Q1 2025 Added 2.37%
$260B
$14.5 Million 0.93% of portfolio
164,718
Q1 2025 Added 1.4%
$622B
$14.3 Million 0.91% of portfolio
26,790
Q1 2025 Reduced 1.85%
$855B
$13.7 Million 0.88% of portfolio
55,967
Q1 2025 Reduced 4.39%
$294B
$12.7 Million 0.81% of portfolio
75,944
Q1 2025 Reduced 1.6%
$2.32T
$11.5 Million 0.74% of portfolio
60,461
Q1 2025 Added 3.26%
$60.6B
$11.6 Million 0.74% of portfolio
406,274
Q1 2025 Reduced 10.0%
$331B
$11.6 Million 0.74% of portfolio
55,179
Q1 2025 Reduced 4.41%
$113B
$10.9 Million 0.7% of portfolio
65,025
Q1 2025 Reduced 9.71%
$54.6M
$10.7 Million 0.69% of portfolio
700,449
Q1 2025 Reduced 8.66%
$452B
$10.4 Million 0.67% of portfolio
87,777
Q1 2025 Added 5.04%
$380B
$10.1 Million 0.65% of portfolio
27,580
Q1 2025 Added 1.49%
$107B
$9.74 Million 0.62% of portfolio
162,247
Q1 2025 Reduced 7.15%
$104B
$8.85 Million 0.57% of portfolio
96,220
Q1 2025 Reduced 2.54%
$180B
$8.9 Million 0.57% of portfolio
196,167
Q1 2025 Reduced 2.6%
$60.7B
$8.9 Million 0.57% of portfolio
72,092
Q1 2025 Added 5.52%
$177B
$8.82 Million 0.56% of portfolio
57,388
Q1 2025 Added 6.93%
$79.9B
$8.77 Million 0.56% of portfolio
104,566
Q1 2025 Reduced 13.4%
$164B
$8.34 Million 0.53% of portfolio
26,766
Q1 2025 Reduced 0.48%
$126B
$7.97 Million 0.51% of portfolio
26,092
Q1 2025 Reduced 5.32%
$201B
$7.78 Million 0.5% of portfolio
51,892
Q1 2025 Added 11.12%
$219B
$7.85 Million 0.5% of portfolio
59,260
Q1 2025 Added 2,495.71%
$11.7B
$7.7 Million 0.49% of portfolio
65,004
Q1 2025 Added 7.19%
$152B
$7.67 Million 0.49% of portfolio
108,250
Q1 2025 Added 6.11%
$108B
$7.48 Million 0.48% of portfolio
16,749
Q1 2025 Added 11.92%
$301B
$7.13 Million 0.46% of portfolio
99,557
Q1 2025 Reduced 7.55%
$73.8B
$7.1 Million 0.45% of portfolio
64,534
Q1 2025 Added 7.32%
$1.05T
$6.09 Million 0.39% of portfolio
23,508
Q1 2025 Added 11.98%
$1.11B
$6.13 Million 0.39% of portfolio
266,369
Q1 2025 Reduced 18.34%
$147M
$5.87 Million 0.38% of portfolio
1,091,932
Q1 2025 Reduced 15.54%
$1.58T
$5.54 Million 0.35% of portfolio
9,614
Q1 2025 Added 1.2%
$141B
$4.91 Million 0.31% of portfolio
193,905
Q1 2025 Reduced 11.38%
$85.3B
$4.66 Million 0.3% of portfolio
42,525
Q1 2025 Reduced 7.47%
$0
$4.08 Million 0.26% of portfolio
92,496
Q1 2025 Added 0.39%
$0
$3.82 Million 0.24% of portfolio
297,575
Q1 2025 Added 13.86%
$58.5B
$3.59 Million 0.23% of portfolio
33,105
Q1 2025 Added 3.33%
$1.14T
$3.35 Million 0.21% of portfolio
21,677
Q1 2025 Added 23.07%
$533B
$3.05 Million 0.2% of portfolio
5,565
Q1 2025 Added 0.34%
$1.17T
$3.07 Million 0.2% of portfolio
19,633
Q1 2025 Added 2.87%
$27.3B
$2.85 Million 0.18% of portfolio
52,836
Q1 2025 Added 1.45%
$3.98B
$2.77 Million 0.18% of portfolio
9,619
Q1 2025 Added 12.21%
$417B
$2.44 Million 0.16% of portfolio
2,575
Q1 2025 Added 2.22%
$65.2B
$2.53 Million 0.16% of portfolio
38,793
Q1 2025 Reduced 3.95%

Summary

  • Portfolio
  • No. of Stocks 541
  • Current Value $1.56 Billion
  • Prior Value $1.62 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 35 stocks
  • Additional Purchases 249 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 214 stocks
Track This Portfolio

Track Visionary Wealth Advisors Portfolio

Follow Visionary Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email