Visionary Wealth Advisors Portfolio Holdings

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024

Visionary Wealth Advisors has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.57 Billion distributed in 534 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 $51.7M, Apple Inc. with a value of $50.9M, Schwab Strategic Tr Intl Eqty with a value of $41.1M, Microsoft Corp with a value of $40.5M, and Quanta Services, Inc. with a value of $39M.

Examining the 13F form we can see an increase of $102M in the current position value, from $1.47B to 1.57B.

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 $1.57 Billion
ETFs: $905 Million
Technology: $187 Million
Industrials: $101 Million
Consumer Defensive: $76 Million
Financial Services: $63.1 Million
Healthcare: $50.6 Million
Energy: $45.5 Million
Consumer Cyclical: $40.3 Million
Other: $49.2 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.8B
$276,000 0.02% of portfolio
1,696
Q3 2024 Reduced 19.12%
$94.7B
$374,000 0.02% of portfolio
1,506
Q3 2024 Reduced 2.78%
$82.9B
$259,000 0.02% of portfolio
525
Q3 2024 Added 21.53%
$53.4B
$316,000 0.02% of portfolio
2,101
Q3 2024 Added 0.05%
$184B
$273,000 0.02% of portfolio
1,449
Q3 2024 Added 4.32%
$172B
$282,000 0.02% of portfolio
2,329
Q3 2024 Reduced 0.43%
$103B
$263,000 0.02% of portfolio
2,083
Q3 2024 Reduced 7.01%
$23.7B
$293,000 0.02% of portfolio
12,566
Q3 2024 Reduced 5.56%
$34.2B
$325,000 0.02% of portfolio
5,126
Q3 2024 Added 1.24%
$92.9B
$220,000 0.01% of portfolio
7,027
Q3 2024 Added 0.2%
$139B
$210,000 0.01% of portfolio
3,368
Q3 2024 New
$45.2B
$203,000 0.01% of portfolio
3,515
Q3 2024 Reduced 17.76%
$12.7B
$112,000 0.01% of portfolio
14,276
Q3 2024 Added 0.21%
$69.3B
$209,000 0.01% of portfolio
705
Q3 2024 New
$48.5B
$220,000 0.01% of portfolio
4,969
Q3 2024 Reduced 6.17%
$30.8B
$209,000 0.01% of portfolio
1,766
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 534
  • Current Value $1.57 Billion
  • Prior Value $1.47 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 51 stocks
  • Additional Purchases 228 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 224 stocks
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