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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.47B
$11 Million 0.7% of portfolio
272,898
Q3 2024 Reduced 1.29%
$865M
$980,000 0.06% of portfolio
25,190
Q3 2024 Reduced 16.28%
$789M
$704,000 0.04% of portfolio
22,080
Q3 2024 New
$677M
$400,000 0.03% of portfolio
28,350
Q3 2024 Reduced 3.32%
$1.49B
$428,000 0.03% of portfolio
36,974
Q3 2024 Reduced 0.79%
$1.44B
$120,000 0.01% of portfolio
35,000
Q1 2023 New
$1.34B
$211,000 0.01% of portfolio
27,790
Q3 2024 Reduced 1.59%
$597M
$0 0.0% of portfolio
-
Q3 2024 New
$823M
$56,000 0.0% of portfolio
10,002
Q3 2024 New
$1.1B
$46,000 0.0% of portfolio
21,060
Q3 2024 Added 1.45%
$1.87B
$32,000 0.0% of portfolio
17,500
Q2 2023 New
$912M
$9,000 0.0% of portfolio
2,000
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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