Visionary Wealth Advisors Portfolio Holdings

Visionary Wealth Advisors

  • $1.62 Billion
  • Q4 2024

Visionary Wealth Advisors has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.62 Billion distributed in 534 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $54.3M, Schwab Strategic Tr Us Large C with a value of $53M, Ishares Core S&P 500 ETF with a value of $52.3M, Quanta Services, Inc. with a value of $47.6M, and Microsoft Corp with a value of $42.4M.

Examining the 13F form we can see an increase of $48.1M in the current position value, from $1.57B to 1.62B.

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 $1.62 Billion
ETFs: $914 Million
Technology: $218 Million
Industrials: $109 Million
Consumer Defensive: $74.5 Million
Financial Services: $68.1 Million
Energy: $47.7 Million
Consumer Cyclical: $44.2 Million
Healthcare: $43.8 Million
Other: $46.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.57 Million 0.53% of portfolio
321,999
Q4 2024 Reduced 0.55%
$818B
$8.48 Million 0.52% of portfolio
20,993
Q4 2024 Reduced 5.57%
$0
$8.31 Million 0.51% of portfolio
205,193
Q4 2024 Added 4.52%
$173B
$8.24 Million 0.51% of portfolio
53,667
Q4 2024 Added 0.88%
$0
$8.05 Million 0.5% of portfolio
187,365
Q4 2024 Reduced 27.87%
$0
$8.17 Million 0.5% of portfolio
19,902
Q4 2024 Reduced 4.28%
$191B
$8.05 Million 0.5% of portfolio
201,408
Q4 2024 Added 2.83%
$127B
$8.07 Million 0.5% of portfolio
27,559
Q4 2024 Reduced 0.36%
$100B
$8.13 Million 0.5% of portfolio
98,732
Q4 2024 Added 0.42%
$41.5B
$8.01 Million 0.49% of portfolio
67,544
Q4 2024 Reduced 0.11%
$59.4B
$7.78 Million 0.48% of portfolio
68,322
Q4 2024 Added 1.19%
$0
$7.77 Million 0.48% of portfolio
280,272
Q4 2024 Added 195.09%
$80.2B
$7.58 Million 0.47% of portfolio
60,133
Q4 2024 Reduced 25.07%
$0
$7.59 Million 0.47% of portfolio
215,258
Q4 2024 Reduced 7.91%
$0
$7.69 Million 0.47% of portfolio
29,131
Q4 2024 Reduced 0.91%
$0
$7.58 Million 0.47% of portfolio
83,819
Q4 2024 Added 3.23%
$117B
$7.27 Million 0.45% of portfolio
14,965
Q4 2024 Added 0.96%
$207B
$7.1 Million 0.44% of portfolio
46,697
Q4 2024 Reduced 1.74%
$167B
$7.01 Million 0.43% of portfolio
26,895
Q4 2024 Added 3.32%
$0
$6.9 Million 0.43% of portfolio
112,483
Q4 2024 Added 1.42%
$0
$6.75 Million 0.42% of portfolio
150,422
Q4 2024 Added 57.97%
$310B
$6.7 Million 0.41% of portfolio
107,688
Q4 2024 Added 5.99%
$12.6B
$6.68 Million 0.41% of portfolio
60,642
Q4 2024 Added 1.46%
$0
$6.54 Million 0.4% of portfolio
239,246
Q4 2024 Added 208.29%
$0
$6.26 Million 0.39% of portfolio
63,564
Q4 2024 Added 3.65%
$0
$6.06 Million 0.37% of portfolio
25,223
Q4 2024 Added 12.68%
$0
$5.88 Million 0.36% of portfolio
144,962
Q4 2024 Added 10.76%
$142B
$5.8 Million 0.36% of portfolio
218,805
Q4 2024 Added 3.77%
$0
$5.76 Million 0.36% of portfolio
27,360
Q4 2024 Reduced 13.48%
$1.3T
$5.6 Million 0.35% of portfolio
9,500
Q4 2024 Added 3.47%
$0
$5.73 Million 0.35% of portfolio
59,340
Q4 2024 Reduced 0.99%
$0
$5.63 Million 0.35% of portfolio
116,546
Q4 2024 Reduced 47.98%
$64.8B
$5.7 Million 0.35% of portfolio
45,957
Q4 2024 Added 16.54%
$0
$5.45 Million 0.34% of portfolio
209,123
Q4 2024 Added 185.36%
$0
$5.23 Million 0.32% of portfolio
67,771
Q4 2024 New
$0
$5.19 Million 0.32% of portfolio
10,160
Q4 2024 Added 9.32%
$0
$4.95 Million 0.31% of portfolio
119,860
Q4 2024 Added 0.22%
$0
$5.02 Million 0.31% of portfolio
81,837
Q4 2024 Reduced 1.73%
$0
$4.97 Million 0.31% of portfolio
140,009
Q4 2024 Added 13.73%
$0
$4.77 Million 0.29% of portfolio
116,465
Q4 2024 Added 16.45%
$0
$4.7 Million 0.29% of portfolio
168,608
Q4 2024 Reduced 9.49%
$0
$4.47 Million 0.28% of portfolio
13,887
Q4 2024 Reduced 3.0%
$0
$4.53 Million 0.28% of portfolio
87,654
Q4 2024 Added 0.47%
$0
$4.52 Million 0.28% of portfolio
90,056
Q4 2024 Added 15.37%
$0
$4.41 Million 0.27% of portfolio
90,512
Q4 2024 Reduced 21.57%
$0
$4.32 Million 0.27% of portfolio
177,361
Q4 2024 Added 1,025.1%
$0
$4.25 Million 0.26% of portfolio
62,006
Q4 2024 Added 5.43%
$0
$4.15 Million 0.26% of portfolio
209,205
Q4 2024 Added 6.81%
$0
$4.14 Million 0.26% of portfolio
92,141
Q4 2024 Added 1.26%

Summary

  • Portfolio
  • No. of Stocks 534
  • Current Value $1.62 Billion
  • Prior Value $1.57 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 262 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 199 stocks
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