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 Market Cap. of $10 Billions to $200 Billions
