Visionary Wealth Advisors has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.56 Billion distributed in 541 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 $49.5M, Apple Inc. with a value of $48.3M, Schwab Strategic Tr Us Large C with a value of $47.5M, Schwab Strategic Tr Intl Eqty with a value of $36.6M, and Microsoft Corp with a value of $35.6M.
Examining the 13F form we can see an decrease of $56.9M in the current position value, from $1.62B to 1.56B .
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
$1.56 Billion
ETFs: $897 Million
Technology: $185 Million
Industrials: $90.4 Million
Consumer Defensive: $77.5 Million
Financial Services: $61.7 Million
Energy: $51.8 Million
Healthcare: $48.4 Million
Consumer Cyclical: $40.5 Million
Other: $50 Million
Stock
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 7.51%
-
$0
0.0% of portfolio
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Q3 2024
Reduced 13.34%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 24.25%
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 0.33%
-
$0
0.0% of portfolio
-
Q1 2025
Added 54.39%
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q1 2025
Added 11.92%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 14.28%
Grayscale Bitcoin Mini Tr Et
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
Added 16.69%
-
$0
0.0% of portfolio
-
Q1 2025
Added 4.15%
-
$0
0.0% of portfolio
-
Q4 2024
New
Ishares Bitcoin Trust ETF
-
$0
0.0% of portfolio
-
Q1 2025
Added 14.08%
First Tr Exchng Traded Fd Vi
-
$0
0.0% of portfolio
-
Q1 2025
Added 18.06%
First Tr Exchange Traded Fd
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
Added 0.08%
-
$0
0.0% of portfolio
-
Q1 2025
Added 27.1%
-
$0
0.0% of portfolio
-
Q2 2024
Reduced 1.25%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 12.3%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 20.83%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 2.47%
-
$0
0.0% of portfolio
-
Q1 2025
Added 7.24%
First Tr Exchange Traded Fd
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 0.43%
J P Morgan Exchange Traded F
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 16.18%
-
$0
0.0% of portfolio
-
Q1 2025
Added 1.93%
-
$0
0.0% of portfolio
-
Q1 2025
Added 4.24%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 39.53%
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 61.75%
First Tr Exchng Traded Fd Vi
-
$0
0.0% of portfolio
-
Q1 2024
New
-
$0
0.0% of portfolio
-
Q1 2025
Added 284.2%
-
$0
0.0% of portfolio
-
Q1 2024
New
J P Morgan Exchange Traded F
-
$0
0.0% of portfolio
-
Q1 2025
Added 9.5%
-
$0
0.0% of portfolio
-
Q1 2025
Added 5.9%
-
$0
0.0% of portfolio
-
Q1 2025
Added 351.31%
-
$0
0.0% of portfolio
-
Q1 2025
Added 11.88%
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
Added 10.8%