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
$0
$3.99 Million 0.26% of portfolio
62,548
Q1 2025 Added 0.87%
$0
$4.08 Million 0.26% of portfolio
92,496
Q1 2025 Added 0.39%
$0
$4.09 Million 0.26% of portfolio
80,381
Q1 2025 Added 5.5%
$0
$3.94 Million 0.25% of portfolio
97,742
Q1 2025 Added 3.87%
$0
$3.87 Million 0.25% of portfolio
153,655
Q1 2025 Added 31.59%
$0
$3.96 Million 0.25% of portfolio
23,159
Q1 2025 Added 114.47%
$0
$3.68 Million 0.24% of portfolio
17,455
Q1 2025 Added 0.27%
$0
$3.72 Million 0.24% of portfolio
49,234
Q1 2025 Reduced 1.4%
$0
$3.81 Million 0.24% of portfolio
145,290
Q1 2025 Added 3.21%
$0
$3.82 Million 0.24% of portfolio
297,575
Q1 2025 Added 13.86%
$0
$3.6 Million 0.23% of portfolio
68,113
Q1 2025 Added 44.95%
$53.3B
$3.59 Million 0.23% of portfolio
33,105
Q1 2025 Added 3.33%
$0
$3.63 Million 0.23% of portfolio
71,964
Q1 2025 Added 3.03%
$0
$3.49 Million 0.22% of portfolio
59,608
Q1 2025 Added 16.96%
$0
$3.5 Million 0.22% of portfolio
70,128
Q1 2025 Reduced 5.61%
$0
$3.43 Million 0.22% of portfolio
35,955
Q1 2025 Reduced 1.14%
$0
$3.16 Million 0.2% of portfolio
143,056
Q1 2025 Added 8.39%
$562B
$3.05 Million 0.2% of portfolio
5,565
Q1 2025 Added 0.34%
$0
$3.14 Million 0.2% of portfolio
38,452
Q1 2025 Added 19.67%
$1.1T
$3.07 Million 0.2% of portfolio
19,633
Q1 2025 Added 2.87%
$0
$3.04 Million 0.19% of portfolio
138,006
Q1 2025 Added 15.59%
$0
$2.93 Million 0.19% of portfolio
61,263
Q1 2025 Reduced 15.63%
$0
$2.98 Million 0.19% of portfolio
60,089
Q1 2025 Added 3.12%
$0
$3.01 Million 0.19% of portfolio
165,637
Q1 2025 Added 59.47%
$0
$2.98 Million 0.19% of portfolio
149,766
Q1 2025 Reduced 28.41%
$0
$2.81 Million 0.18% of portfolio
36,095
Q1 2025 Added 1.18%
$0
$2.79 Million 0.18% of portfolio
29,740
Q1 2025 Reduced 2.06%
$0
$2.8 Million 0.18% of portfolio
31,239
Q1 2025 Reduced 12.75%
$0
$2.79 Million 0.18% of portfolio
18,465
Q1 2025 Reduced 0.77%
$28B
$2.85 Million 0.18% of portfolio
52,836
Q1 2025 Added 1.45%
$3.66B
$2.77 Million 0.18% of portfolio
9,619
Q1 2025 Added 12.21%
$0
$2.86 Million 0.18% of portfolio
116,218
Q1 2025 Reduced 34.47%
$0
$2.71 Million 0.17% of portfolio
13,597
Q1 2025 Added 1.01%
$0
$2.66 Million 0.17% of portfolio
47,760
Q1 2025 Added 0.74%
$0
$2.61 Million 0.17% of portfolio
32,793
Q1 2025 Reduced 18.88%
$0
$2.53 Million 0.16% of portfolio
56,529
Q1 2025 Added 3.28%
$0
$2.49 Million 0.16% of portfolio
131,342
Q1 2025 Reduced 0.52%
$446B
$2.44 Million 0.16% of portfolio
2,575
Q1 2025 Added 2.22%
$0
$2.45 Million 0.16% of portfolio
34,364
Q1 2025 Reduced 2.86%
$0
$2.54 Million 0.16% of portfolio
9,224
Q1 2025 Added 3.28%
$58B
$2.53 Million 0.16% of portfolio
38,793
Q1 2025 Reduced 3.95%
$0
$2.5 Million 0.16% of portfolio
15,479
Q1 2025 Added 63.13%
$106B
$2.34 Million 0.15% of portfolio
8,121
Q1 2025 Added 99.53%
$70.5B
$2.31 Million 0.15% of portfolio
605
Q3 2023 Reduced 0.17%
$0
$2.16 Million 0.14% of portfolio
20,663
Q1 2025 Added 20.27%
$69.5B
$2.2 Million 0.14% of portfolio
64,513
Q1 2025 Added 0.01%
$0
$2.17 Million 0.14% of portfolio
20,584
Q1 2025 Added 2.57%
$0
$2.24 Million 0.14% of portfolio
71,312
Q1 2025 Reduced 16.93%
$0
$2.03 Million 0.13% of portfolio
43,988
Q1 2025 Added 25.61%

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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