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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53 Million 3.27% of portfolio
1,901,176
Q4 2024 Added 474.49%
$0
$52.3 Million 3.23% of portfolio
88,852
Q4 2024 Reduced 0.96%
$0
$34.6 Million 2.14% of portfolio
1,870,325
Q4 2024 Added 86.96%
$0
$29.8 Million 1.84% of portfolio
446,081
Q4 2024 Added 2.27%
$0
$22.8 Million 1.41% of portfolio
235,797
Q4 2024 Added 1.54%
$0
$22.3 Million 1.37% of portfolio
259,230
Q4 2024 Reduced 1.74%
$0
$21.7 Million 1.34% of portfolio
54,039
Q4 2024 Reduced 0.37%
$0
$20.3 Million 1.25% of portfolio
282,220
Q4 2024 Added 0.02%
$0
$19.3 Million 1.19% of portfolio
377,482
Q4 2024 Added 659.14%
$0
$18.3 Million 1.13% of portfolio
442,022
Q4 2024 Added 4.59%
$0
$16.1 Million 0.99% of portfolio
621,660
Q4 2024 Added 79.38%
$0
$14.2 Million 0.88% of portfolio
141,724
Q4 2024 Added 101.18%
$0
$14.1 Million 0.87% of portfolio
245,382
Q4 2024 Added 8.18%
$0
$13.9 Million 0.86% of portfolio
249,009
Q4 2024 Added 5.55%
$0
$13.1 Million 0.81% of portfolio
284,891
Q4 2024 Reduced 12.21%
$0
$13.1 Million 0.81% of portfolio
72,127
Q4 2024 Added 8.45%
$0
$11.9 Million 0.74% of portfolio
70,483
Q4 2024 Added 2.65%
$0
$11.8 Million 0.73% of portfolio
330,497
Q4 2024 Reduced 10.33%
$0
$11.3 Million 0.7% of portfolio
247,135
Q4 2024 Added 1.01%
$0
$11.2 Million 0.69% of portfolio
20,722
Q4 2024 Added 15.75%
$0
$10.8 Million 0.67% of portfolio
323,237
Q4 2024 Added 0.44%
$0
$10.7 Million 0.66% of portfolio
45,970
Q4 2024 Reduced 39.29%
$0
$10.4 Million 0.64% of portfolio
56,138
Q4 2024 Reduced 1.82%
$0
$9.83 Million 0.61% of portfolio
398,629
Q4 2024 Added 34.72%
$0
$9.41 Million 0.58% of portfolio
348,101
Q4 2024 Reduced 0.19%
$0
$8.97 Million 0.55% of portfolio
55,443
Q4 2024 Reduced 11.52%
$0
$8.57 Million 0.53% of portfolio
321,999
Q4 2024 Reduced 0.55%
$0
$8.31 Million 0.51% of portfolio
205,193
Q4 2024 Added 4.52%
$0
$8.05 Million 0.5% of portfolio
187,365
Q4 2024 Reduced 27.87%
$0
$8.17 Million 0.5% of portfolio
19,902
Q4 2024 Reduced 4.28%
$0
$7.77 Million 0.48% of portfolio
280,272
Q4 2024 Added 195.09%
$0
$7.59 Million 0.47% of portfolio
215,258
Q4 2024 Reduced 7.91%
$0
$7.69 Million 0.47% of portfolio
29,131
Q4 2024 Reduced 0.91%
$0
$7.58 Million 0.47% of portfolio
83,819
Q4 2024 Added 3.23%
$0
$6.9 Million 0.43% of portfolio
112,483
Q4 2024 Added 1.42%
$0
$6.75 Million 0.42% of portfolio
150,422
Q4 2024 Added 57.97%
$0
$6.54 Million 0.4% of portfolio
239,246
Q4 2024 Added 208.29%
$0
$6.26 Million 0.39% of portfolio
63,564
Q4 2024 Added 3.65%
$0
$6.06 Million 0.37% of portfolio
25,223
Q4 2024 Added 12.68%
$0
$5.88 Million 0.36% of portfolio
144,962
Q4 2024 Added 10.76%
$0
$5.76 Million 0.36% of portfolio
27,360
Q4 2024 Reduced 13.48%
$0
$5.73 Million 0.35% of portfolio
59,340
Q4 2024 Reduced 0.99%
$0
$5.63 Million 0.35% of portfolio
116,546
Q4 2024 Reduced 47.98%
$0
$5.45 Million 0.34% of portfolio
209,123
Q4 2024 Added 185.36%
$0
$5.23 Million 0.32% of portfolio
67,771
Q4 2024 New
$0
$5.19 Million 0.32% of portfolio
10,160
Q4 2024 Added 9.32%
$0
$4.95 Million 0.31% of portfolio
119,860
Q4 2024 Added 0.22%
$0
$5.02 Million 0.31% of portfolio
81,837
Q4 2024 Reduced 1.73%
$0
$4.97 Million 0.31% of portfolio
140,009
Q4 2024 Added 13.73%

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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