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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.17B
$17.5 Million 1.11% of portfolio
335,497
Q3 2024 Added 0.24%
$7.17B
$1.34 Million 0.09% of portfolio
37,326
Q3 2024 Reduced 2.07%
$3.49B
$1.05 Million 0.07% of portfolio
6,221
Q3 2024 Added 1,087.21%
$2.2B
$267,000 0.02% of portfolio
5,223
Q3 2024 Reduced 1.92%
$3.1B
$272,000 0.02% of portfolio
12,653
Q4 2023 Reduced 11.81%
$5.27B
$373,000 0.02% of portfolio
27,918
Q3 2024 Added 9.33%
$6.55B
$339,000 0.02% of portfolio
8,684
Q3 2024 Added 0.1%
$2.64B
$382,000 0.02% of portfolio
16,961
Q3 2024 Reduced 5.1%
$6.65B
$134,000 0.01% of portfolio
10,500
Q3 2024 Reduced 10.85%
$3.95B
$230,000 0.01% of portfolio
3,639
Q3 2024 New
$3.85B
$71,000 0.0% of portfolio
10,500
Q2 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
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