Visionary Wealth Advisors Portfolio Holdings

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025

Visionary Wealth Advisors has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.82 Billion distributed in 568 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $83.4M, Schwab Strategic Tr Us Large C with a value of $58M, Ishares Core S&P 500 ETF with a value of $57.7M, Microsoft Corp with a value of $55.3M, and Quanta Services, Inc. with a value of $39.4M.

Examining the 13F form we can see an increase of $254M in the current position value, from $1.56B to 1.82B.

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 $1.82 Billion
ETFs: $966 Million
Technology: $271 Million
Industrials: $117 Million
Consumer Cyclical: $79.1 Million
Financial Services: $72.9 Million
Consumer Defensive: $71.3 Million
Energy: $55.6 Million
Healthcare: $50.4 Million
Other: $66.9 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.19 Million 0.23% of portfolio
329,262
Q2 2025 Added 10.65%
$0
$4.22 Million 0.23% of portfolio
89,776
Q2 2025 Reduced 2.94%
$0
$819,000 0.05% of portfolio
39,505
Q2 2025 Reduced 27.08%
$0
$420,000 0.02% of portfolio
11,620
Q2 2025 Added 47.72%
$0
$256,000 0.01% of portfolio
9,524
Q2 2025 Added 9.45%
$0
$271,000 0.01% of portfolio
12,363
Q2 2025 Reduced 4.3%
$0
$117,000 0.01% of portfolio
10,486
Q2 2025 Reduced 3.8%
$0
$224,000 0.01% of portfolio
11,840
Q2 2025 Added 2.15%

Summary

  • Portfolio
  • No. of Stocks 568
  • Current Value $1.82 Billion
  • Prior Value $1.56 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 64 stocks
  • Additional Purchases 282 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 184 stocks
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