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
$67.9B
$2.02 Million 0.12% of portfolio
64,504
Q4 2024 Added 476.44%
$68.5B
$1.94 Million 0.12% of portfolio
605
Q3 2023 Reduced 0.17%
$16.8B
$1.99 Million 0.12% of portfolio
37,015
Q4 2024 Added 2.99%
$373B
$1.95 Million 0.12% of portfolio
11,717
Q4 2024 Added 1.21%
$318B
$1.86 Million 0.11% of portfolio
42,255
Q4 2024 Reduced 5.27%
$177B
$1.8 Million 0.11% of portfolio
9,258
Q4 2024 Reduced 0.67%
$191B
$1.77 Million 0.11% of portfolio
1,671
Q4 2024 Added 2.96%
$548B
$1.58 Million 0.1% of portfolio
4,992
Q4 2024 Added 5.32%
$134B
$1.59 Million 0.1% of portfolio
7,048
Q4 2024 Reduced 1.16%
$221B
$1.7 Million 0.1% of portfolio
22,419
Q4 2024 Added 5.16%
$840B
$1.66 Million 0.1% of portfolio
2,153
Q4 2024 Added 28.0%
$233B
$1.51 Million 0.09% of portfolio
5,193
Q4 2024 Added 4.93%
$268B
$1.23 Million 0.08% of portfolio
3,666
Q4 2024 Added 13.18%
$112B
$1.22 Million 0.08% of portfolio
720
Q4 2024 Added 16.69%
$3.76B
$1.33 Million 0.08% of portfolio
11,468
Q4 2024 New
$51.3B
$1.3 Million 0.08% of portfolio
5,559
Q4 2024 New
$24B
$1.32 Million 0.08% of portfolio
11,256
Q4 2024 Added 2.68%
$210B
$1.25 Million 0.08% of portfolio
12,571
Q4 2024 Added 5.87%
$106B
$1.35 Million 0.08% of portfolio
7,613
Q4 2024 Reduced 1.88%
$6.02B
$1.14 Million 0.07% of portfolio
30,626
Q4 2024 Reduced 17.95%
$0
$1.12 Million 0.07% of portfolio
51,750
Q4 2024 Added 37.48%
$156B
$1.19 Million 0.07% of portfolio
9,847
Q4 2024 Added 6.12%
$191B
$989,000 0.06% of portfolio
43,471
Q4 2024 Added 24.12%
$131B
$960,000 0.06% of portfolio
4,211
Q4 2024 Reduced 4.19%
$102B
$926,000 0.06% of portfolio
3,355
Q4 2024 Added 18.01%
$685M
$1.04 Million 0.06% of portfolio
28,131
Q4 2024 Added 11.68%
$162B
$947,000 0.06% of portfolio
2,612
Q4 2024 Reduced 3.04%
$32.7B
$919,000 0.06% of portfolio
15,173
Q4 2024 Reduced 41.73%
$490B
$998,000 0.06% of portfolio
1,120
Q4 2024 Added 8.63%
$97.7B
$956,000 0.06% of portfolio
6,469
Q4 2024 Added 0.48%
$59.3B
$795,000 0.05% of portfolio
16,637
Q4 2024 Reduced 14.7%
$94.2B
$808,000 0.05% of portfolio
4,689
Q4 2024 Reduced 11.98%
$197B
$829,000 0.05% of portfolio
6,597
Q4 2024 Added 1.04%
$71.9B
$753,000 0.05% of portfolio
13,918
Q4 2024 Reduced 0.2%
$171B
$868,000 0.05% of portfolio
1,954
Q4 2024 Reduced 0.15%
$52.1B
$824,000 0.05% of portfolio
4,278
Q4 2024 Reduced 1.61%
$392B
$583,000 0.04% of portfolio
1,154
Q4 2024 Reduced 1.7%
$115B
$627,000 0.04% of portfolio
1,891
Q4 2024 Reduced 0.73%
$92.3B
$673,000 0.04% of portfolio
6,247
Q4 2024 Reduced 1.09%
$38.6B
$634,000 0.04% of portfolio
6,320
Q4 2024 Added 2.13%
$96.2B
$651,000 0.04% of portfolio
7,153
Q4 2024 Reduced 1.35%
$86.7B
$689,000 0.04% of portfolio
8,189
Q4 2024 Reduced 2.57%
$25.4B
$629,000 0.04% of portfolio
7,057
Q4 2024 Reduced 0.01%
$226B
$634,000 0.04% of portfolio
5,611
Q4 2024 Reduced 0.16%
$117B
$599,000 0.04% of portfolio
6,049
Q4 2024 Added 29.95%
$186B
$596,000 0.04% of portfolio
1,042
Q4 2024 Added 17.74%
$264B
$698,000 0.04% of portfolio
5,804
Q4 2024 Added 0.05%
$53.9B
$673,000 0.04% of portfolio
34,369
Q4 2024 Added 0.58%
$39.7B
$461,000 0.03% of portfolio
46,572
Q4 2024 Reduced 27.27%

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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