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
$71.6B
$2.31 Million 0.15% of portfolio
605
Q3 2023 Reduced 0.17%
$68.2B
$2.2 Million 0.14% of portfolio
64,513
Q1 2025 Added 0.01%
$177B
$1.96 Million 0.13% of portfolio
10,055
Q1 2025 Added 8.61%
$18.7B
$1.91 Million 0.12% of portfolio
35,768
Q1 2025 Reduced 3.37%
$738B
$1.81 Million 0.12% of portfolio
2,195
Q1 2025 Added 1.95%
$383B
$1.77 Million 0.11% of portfolio
42,424
Q1 2025 Added 0.4%
$575B
$1.77 Million 0.11% of portfolio
5,049
Q1 2025 Added 1.14%
$220B
$1.65 Million 0.11% of portfolio
5,279
Q1 2025 Added 1.66%
$293B
$1.65 Million 0.11% of portfolio
19,599
Q1 2025 Reduced 12.58%
$642B
$1.73 Million 0.11% of portfolio
12,378
Q1 2025 Added 5.64%
$159B
$1.51 Million 0.1% of portfolio
7,113
Q1 2025 Added 0.92%
$194B
$1.49 Million 0.1% of portfolio
1,866
Q1 2025 Added 11.67%
$195B
$1.28 Million 0.08% of portfolio
45,358
Q1 2025 Added 4.34%
$64.9B
$1.32 Million 0.08% of portfolio
5,559
Q4 2024 New
$136B
$1.29 Million 0.08% of portfolio
7,563
Q1 2025 Reduced 0.66%
$120B
$1.2 Million 0.08% of portfolio
613
Q1 2025 Reduced 14.86%
$264B
$1.13 Million 0.07% of portfolio
4,205
Q1 2025 Added 14.7%
$118B
$1.16 Million 0.07% of portfolio
11,083
Q1 2025 Added 83.22%
$207B
$1.13 Million 0.07% of portfolio
12,591
Q1 2025 Added 0.16%
$250B
$1.09 Million 0.07% of portfolio
10,587
Q1 2025 Added 7.51%
$53.4B
$1.06 Million 0.07% of portfolio
5,129
Q1 2025 Added 19.89%
$91.6B
$1.06 Million 0.07% of portfolio
3,211
Q1 2025 Reduced 4.29%
$530B
$1.14 Million 0.07% of portfolio
1,220
Q1 2025 Added 8.93%
$0
$1.13 Million 0.07% of portfolio
54,176
Q1 2025 Added 4.69%
$237B
$866,000 0.06% of portfolio
7,423
Q1 2025 Added 12.52%
$6.54B
$969,000 0.06% of portfolio
29,396
Q1 2025 Reduced 4.02%
$141B
$994,000 0.06% of portfolio
4,208
Q1 2025 Reduced 0.07%
$796M
$981,000 0.06% of portfolio
28,131
Q4 2024 Added 11.68%
$40.6B
$908,000 0.06% of portfolio
18,411
Q1 2025 Reduced 26.79%
$26.1B
$868,000 0.06% of portfolio
8,653
Q1 2025 Added 22.62%
$256B
$964,000 0.06% of portfolio
6,074
Q1 2025 Added 4.65%
$93B
$770,000 0.05% of portfolio
6,315
Q1 2025 Added 1.09%
$125B
$794,000 0.05% of portfolio
6,869
Q1 2025 Added 6.18%
$69.9B
$833,000 0.05% of portfolio
13,941
Q1 2025 Added 0.17%
$220B
$841,000 0.05% of portfolio
2,552
Q1 2025 Reduced 2.3%
$119B
$732,000 0.05% of portfolio
8,427
Q1 2025 Added 2.91%
$220B
$734,000 0.05% of portfolio
5,540
Q1 2025 Reduced 1.27%
$32.2B
$677,000 0.04% of portfolio
7,437
Q1 2025 Added 201.09%
$68.6B
$679,000 0.04% of portfolio
16,100
Q1 2025 Reduced 3.23%
$111B
$598,000 0.04% of portfolio
6,104
Q1 2025 Reduced 14.67%
$153B
$579,000 0.04% of portfolio
1,234
Q1 2025 Added 3.18%
$267B
$559,000 0.04% of portfolio
1,068
Q1 2025 Reduced 7.45%
$15.8B
$600,000 0.04% of portfolio
9,896
Q1 2025 Reduced 34.78%
$38.8B
$603,000 0.04% of portfolio
5,405
Q1 2025 Reduced 92.0%
$253B
$663,000 0.04% of portfolio
2,670
Q1 2025 Added 4.01%
$120B
$662,000 0.04% of portfolio
4,738
Q1 2025 Added 1.04%
$53.5B
$661,000 0.04% of portfolio
35,557
Q1 2025 Added 3.46%
$80.2B
$656,000 0.04% of portfolio
9,695
Q1 2025 Added 1.52%
$36.1B
$630,000 0.04% of portfolio
6,352
Q1 2025 Added 0.51%

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
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