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
$177B
$1.81 Million 0.12% of portfolio
9,320
Q3 2024 Reduced 4.06%
$32.2B
$1.96 Million 0.12% of portfolio
26,039
Q3 2024 Reduced 0.52%
$63.4B
$1.91 Million 0.12% of portfolio
605
Q3 2023 Reduced 0.17%
$19.4B
$1.76 Million 0.11% of portfolio
35,940
Q3 2024 Reduced 2.89%
$370B
$1.77 Million 0.11% of portfolio
44,604
Q3 2024 Reduced 1.19%
$210B
$1.52 Million 0.1% of portfolio
9,279
Q3 2024 Reduced 1.55%
$218B
$1.51 Million 0.1% of portfolio
4,949
Q3 2024 Reduced 1.63%
$253B
$1.35 Million 0.09% of portfolio
11,874
Q3 2024 Reduced 6.52%
$232B
$1.45 Million 0.09% of portfolio
1,623
Q3 2024 Reduced 1.81%
$756B
$1.49 Million 0.09% of portfolio
1,682
Q3 2024 Reduced 20.28%
$154B
$1.47 Million 0.09% of portfolio
7,131
Q3 2024 Reduced 2.14%
$7.18B
$1.34 Million 0.09% of portfolio
37,326
Q3 2024 Reduced 2.07%
$59.5B
$1.2 Million 0.08% of portfolio
10,962
Q3 2024 Reduced 4.02%
$98.9B
$1.18 Million 0.08% of portfolio
7,759
Q3 2024 Reduced 24.27%
$513B
$1.3 Million 0.08% of portfolio
4,740
Q3 2024 Reduced 5.63%
$95.5B
$1.27 Million 0.08% of portfolio
617
Q3 2024 Added 0.33%
$144B
$1.08 Million 0.07% of portfolio
4,395
Q3 2024 Reduced 2.12%
$3.84B
$1.05 Million 0.07% of portfolio
6,221
Q3 2024 Added 1,087.21%
$89.7B
$984,000 0.06% of portfolio
2,843
Q3 2024 Added 0.42%
$76.3B
$891,000 0.06% of portfolio
19,503
Q3 2024 Reduced 0.14%
$857M
$980,000 0.06% of portfolio
25,190
Q3 2024 Reduced 16.28%
$111B
$871,000 0.06% of portfolio
8,405
Q3 2024 Added 3.84%
$45.1B
$1.02 Million 0.06% of portfolio
19,819
Q3 2024 Added 2.37%
$256B
$1.01 Million 0.06% of portfolio
1,957
Q3 2024 Added 2.68%
$355B
$886,000 0.06% of portfolio
3,239
Q3 2024 Added 2.73%
$417B
$731,000 0.05% of portfolio
1,031
Q3 2024 Added 10.86%
$142B
$793,000 0.05% of portfolio
21,318
Q3 2024 Added 3.57%
$135B
$840,000 0.05% of portfolio
6,438
Q3 2024 Added 0.05%
$167B
$770,000 0.05% of portfolio
35,022
Q3 2024 Reduced 2.1%
$136B
$815,000 0.05% of portfolio
5,327
Q3 2024 Added 1.04%
$68B
$836,000 0.05% of portfolio
13,316
Q3 2024 Reduced 8.54%
$0
$743,000 0.05% of portfolio
37,643
Q3 2024 Added 108.23%
$61.5B
$715,000 0.05% of portfolio
14,342
Q3 2024 Reduced 2.15%
$84.4B
$728,000 0.05% of portfolio
6,316
Q3 2024 Added 1.64%
$52.2B
$824,000 0.05% of portfolio
4,348
Q3 2024 Added 0.35%
$33.6B
$697,000 0.04% of portfolio
13,049
Q3 2024 Added 2.29%
$147B
$629,000 0.04% of portfolio
3,118
Q3 2024 Reduced 0.38%
$197B
$704,000 0.04% of portfolio
5,801
Q3 2024 Reduced 0.74%
$46.6B
$563,000 0.04% of portfolio
6,188
Q3 2024 Reduced 7.05%
$113B
$706,000 0.04% of portfolio
7,251
Q3 2024 Reduced 1.59%
$206B
$588,000 0.04% of portfolio
2,660
Q3 2024 Added 4.97%
$216B
$680,000 0.04% of portfolio
6,529
Q3 2024 Reduced 0.26%
$23.2B
$617,000 0.04% of portfolio
7,058
Q3 2024 Reduced 22.91%
$200B
$640,000 0.04% of portfolio
5,620
Q3 2024 Added 23.84%
$67.5B
$636,000 0.04% of portfolio
13,946
Q3 2024 Reduced 1.04%
$144B
$631,000 0.04% of portfolio
1,905
Q3 2024 Reduced 0.47%
$41.1B
$676,000 0.04% of portfolio
64,031
Q3 2024 Added 14.73%
$773M
$704,000 0.04% of portfolio
22,080
Q3 2024 New
$499B
$686,000 0.04% of portfolio
1,174
Q3 2024 Added 4.73%

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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