Visionary Wealth Advisors Portfolio Holdings

Visionary Wealth Advisors

  • $1.56 Billion
  • Q1 2025

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 Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72.7B
$8.77 Million 0.56% of portfolio
104,566
Q1 2025 Reduced 13.4%
$0
$8.69 Million 0.56% of portfolio
315,286
Q1 2025 Reduced 2.08%
$0
$8.64 Million 0.55% of portfolio
53,804
Q1 2025 Reduced 2.96%
$157B
$8.34 Million 0.53% of portfolio
26,766
Q1 2025 Reduced 0.48%
$0
$8.25 Million 0.53% of portfolio
246,190
Q1 2025 Reduced 25.51%
$0
$7.98 Million 0.51% of portfolio
86,288
Q1 2025 Added 2.95%
$131B
$7.97 Million 0.51% of portfolio
26,092
Q1 2025 Reduced 5.32%
$0
$7.76 Million 0.5% of portfolio
217,859
Q1 2025 Added 1.21%
$182B
$7.78 Million 0.5% of portfolio
51,892
Q1 2025 Added 11.12%
$204B
$7.85 Million 0.5% of portfolio
59,260
Q1 2025 Added 2,495.71%
$10.1B
$7.7 Million 0.49% of portfolio
65,004
Q1 2025 Added 7.19%
$143B
$7.67 Million 0.49% of portfolio
108,250
Q1 2025 Added 6.11%
$0
$7.43 Million 0.48% of portfolio
28,720
Q1 2025 Reduced 1.41%
$125B
$7.48 Million 0.48% of portfolio
16,749
Q1 2025 Added 11.92%
$0
$7.54 Million 0.48% of portfolio
20,321
Q1 2025 Added 2.11%
$0
$7.27 Million 0.47% of portfolio
277,453
Q1 2025 Reduced 1.01%
$0
$7.14 Million 0.46% of portfolio
156,385
Q1 2025 Added 3.96%
$74.7B
$7.1 Million 0.45% of portfolio
64,534
Q1 2025 Added 7.32%
$0
$6.91 Million 0.44% of portfolio
247,161
Q1 2025 Added 3.31%
$0
$6.67 Million 0.43% of portfolio
30,067
Q1 2025 Added 19.2%
$0
$6.6 Million 0.42% of portfolio
99,616
Q1 2025 Reduced 11.44%
$0
$6.22 Million 0.4% of portfolio
131,817
Q1 2025 New
$1.03T
$6.09 Million 0.39% of portfolio
23,508
Q1 2025 Added 11.98%
$1.05B
$6.13 Million 0.39% of portfolio
266,369
Q1 2025 Reduced 18.34%
$116M
$5.87 Million 0.38% of portfolio
1,091,932
Q1 2025 Reduced 15.54%
$0
$5.72 Million 0.37% of portfolio
145,325
Q1 2025 Added 3.8%
$1.5T
$5.54 Million 0.35% of portfolio
9,614
Q1 2025 Added 1.2%
$0
$5.46 Million 0.35% of portfolio
205,330
Q1 2025 Reduced 1.81%
$0
$5.45 Million 0.35% of portfolio
59,565
Q1 2025 Reduced 6.29%
$0
$5.15 Million 0.33% of portfolio
67,709
Q1 2025 Reduced 0.09%
$0
$5.19 Million 0.33% of portfolio
100,229
Q1 2025 Added 44.45%
$0
$5.21 Million 0.33% of portfolio
84,315
Q1 2025 Added 3.03%
$0
$4.97 Million 0.32% of portfolio
120,546
Q1 2025 Added 3.5%
$0
$4.89 Million 0.31% of portfolio
119,153
Q1 2025 Reduced 0.59%
$136B
$4.91 Million 0.31% of portfolio
193,905
Q1 2025 Reduced 11.38%
$0
$4.65 Million 0.3% of portfolio
9,909
Q1 2025 Reduced 2.47%
$0
$4.66 Million 0.3% of portfolio
8,333
Q1 2025 Added 66.66%
$75.1B
$4.66 Million 0.3% of portfolio
42,525
Q1 2025 Reduced 7.47%
$1.1B
$4.73 Million 0.3% of portfolio
153,251
Q1 2025 Added 0.53%
$0
$4.58 Million 0.29% of portfolio
145,896
Q1 2025 Added 25.76%
$0
$4.5 Million 0.29% of portfolio
51,671
Q1 2025 Reduced 12.92%
$0
$4.57 Million 0.29% of portfolio
92,448
Q1 2025 Added 2.66%
$0
$4.43 Million 0.28% of portfolio
88,915
Q1 2025 Reduced 23.71%
$0
$4.3 Million 0.27% of portfolio
83,359
Q1 2025 Reduced 4.9%
$0
$4.24 Million 0.27% of portfolio
86,264
Q1 2025 Reduced 4.69%
$0
$4.28 Million 0.27% of portfolio
13,946
Q1 2025 Added 0.42%
$0
$4.21 Million 0.27% of portfolio
73,061
Q1 2025 Added 1.59%
$0
$4.19 Million 0.27% of portfolio
95,658
Q1 2025 Reduced 48.95%
$0
$4.03 Million 0.26% of portfolio
43,164
Q1 2025 Reduced 11.83%

Summary

  • Portfolio
  • No. of Stocks 541
  • Current Value $1.56 Billion
  • Prior Value $1.62 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 35 stocks
  • Additional Purchases 249 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 214 stocks
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