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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.5 Million 3.17% of portfolio
88,095
Q1 2025 Reduced 0.85%
$0
$47.5 Million 3.04% of portfolio
1,896,214
Q1 2025 Reduced 0.26%
$0
$36.6 Million 2.34% of portfolio
1,848,300
Q1 2025 Reduced 1.18%
$0
$30.3 Million 1.94% of portfolio
464,559
Q1 2025 Added 4.14%
$0
$23.8 Million 1.52% of portfolio
277,128
Q1 2025 Added 6.9%
$0
$23.1 Million 1.48% of portfolio
233,919
Q1 2025 Reduced 0.8%
$0
$20.6 Million 1.32% of portfolio
279,852
Q1 2025 Reduced 0.84%
$0
$20.4 Million 1.3% of portfolio
399,015
Q1 2025 Added 5.7%
$0
$19.7 Million 1.26% of portfolio
54,471
Q1 2025 Added 0.8%
$0
$19.1 Million 1.22% of portfolio
440,649
Q1 2025 Reduced 0.31%
$0
$17.6 Million 1.12% of portfolio
174,651
Q1 2025 Added 23.23%
$0
$16 Million 1.02% of portfolio
347,273
Q1 2025 Added 40.52%
$0
$14.3 Million 0.92% of portfolio
579,589
Q1 2025 Added 45.4%
$0
$14.4 Million 0.92% of portfolio
615,787
Q1 2025 Reduced 0.94%
$0
$13.6 Million 0.87% of portfolio
237,248
Q1 2025 Reduced 3.31%
$0
$13.4 Million 0.86% of portfolio
73,601
Q1 2025 Added 2.04%
$0
$13 Million 0.83% of portfolio
75,101
Q1 2025 Added 6.55%
$0
$13 Million 0.83% of portfolio
252,971
Q1 2025 Added 1.59%
$0
$12.2 Million 0.78% of portfolio
23,772
Q1 2025 Added 14.72%
$0
$10.8 Million 0.69% of portfolio
320,073
Q1 2025 Reduced 0.98%
$0
$10.5 Million 0.67% of portfolio
55,659
Q1 2025 Reduced 0.85%
$0
$9.96 Million 0.64% of portfolio
348,964
Q1 2025 Added 0.25%
$0
$10 Million 0.64% of portfolio
48,455
Q1 2025 Added 5.41%
$0
$9.09 Million 0.58% of portfolio
193,192
Q1 2025 Reduced 32.19%
$0
$8.99 Million 0.58% of portfolio
220,597
Q1 2025 Added 7.51%
$0
$8.69 Million 0.56% of portfolio
315,286
Q1 2025 Reduced 2.08%
$0
$8.64 Million 0.55% of portfolio
53,804
Q1 2025 Reduced 2.96%
$0
$8.25 Million 0.53% of portfolio
246,190
Q1 2025 Reduced 25.51%
$0
$7.98 Million 0.51% of portfolio
86,288
Q1 2025 Added 2.95%
$0
$7.76 Million 0.5% of portfolio
217,859
Q1 2025 Added 1.21%
$0
$7.43 Million 0.48% of portfolio
28,720
Q1 2025 Reduced 1.41%
$0
$7.54 Million 0.48% of portfolio
20,321
Q1 2025 Added 2.11%
$0
$7.27 Million 0.47% of portfolio
277,453
Q1 2025 Reduced 1.01%
$0
$7.14 Million 0.46% of portfolio
156,385
Q1 2025 Added 3.96%
$0
$6.91 Million 0.44% of portfolio
247,161
Q1 2025 Added 3.31%
$0
$6.67 Million 0.43% of portfolio
30,067
Q1 2025 Added 19.2%
$0
$6.6 Million 0.42% of portfolio
99,616
Q1 2025 Reduced 11.44%
$0
$6.22 Million 0.4% of portfolio
131,817
Q1 2025 New
$0
$5.72 Million 0.37% of portfolio
145,325
Q1 2025 Added 3.8%
$0
$5.46 Million 0.35% of portfolio
205,330
Q1 2025 Reduced 1.81%
$0
$5.45 Million 0.35% of portfolio
59,565
Q1 2025 Reduced 6.29%
$0
$5.15 Million 0.33% of portfolio
67,709
Q1 2025 Reduced 0.09%
$0
$5.19 Million 0.33% of portfolio
100,229
Q1 2025 Added 44.45%
$0
$5.21 Million 0.33% of portfolio
84,315
Q1 2025 Added 3.03%
$0
$4.97 Million 0.32% of portfolio
120,546
Q1 2025 Added 3.5%
$0
$4.89 Million 0.31% of portfolio
119,153
Q1 2025 Reduced 0.59%
$0
$4.65 Million 0.3% of portfolio
9,909
Q1 2025 Reduced 2.47%
$0
$4.66 Million 0.3% of portfolio
8,333
Q1 2025 Added 66.66%
$1.1B
$4.73 Million 0.3% of portfolio
153,251
Q1 2025 Added 0.53%

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