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
$2 Million 0.13% of portfolio
34,755
Q1 2025 Added 1.94%
$0
$2 Million 0.13% of portfolio
10,369
Q1 2025 Reduced 62.1%
$0
$2.02 Million 0.13% of portfolio
43,809
Q1 2025 Reduced 2.92%
$0
$2.08 Million 0.13% of portfolio
20,759
Q1 2025 Reduced 1.57%
$0
$2.07 Million 0.13% of portfolio
7,811
Q1 2025 Added 219.34%
$0
$2.06 Million 0.13% of portfolio
54,616
Q1 2025 New
$0
$2.02 Million 0.13% of portfolio
75,045
Q1 2025 Reduced 1.5%
$0
$2.03 Million 0.13% of portfolio
18,303
Q1 2025 Reduced 1.94%
$0
$2.04 Million 0.13% of portfolio
25,818
Q1 2025 Added 33.72%
$0
$2.05 Million 0.13% of portfolio
29,752
Q1 2025 Reduced 0.54%
$177B
$1.96 Million 0.13% of portfolio
10,055
Q1 2025 Added 8.61%
$0
$1.87 Million 0.12% of portfolio
13,787
Q1 2025 Reduced 2.54%
$0
$1.88 Million 0.12% of portfolio
10,868
Q1 2025 Added 67.56%
$0
$1.95 Million 0.12% of portfolio
16,527
Q1 2025 Added 1.29%
$0
$1.94 Million 0.12% of portfolio
46,766
Q1 2025 Reduced 67.74%
$0
$1.92 Million 0.12% of portfolio
7,859
Q1 2025 Added 1.52%
$0
$1.9 Million 0.12% of portfolio
88,198
Q1 2025 Reduced 0.46%
$0
$1.89 Million 0.12% of portfolio
19,654
Q1 2025 Reduced 3.82%
$0
$1.88 Million 0.12% of portfolio
7,341
Q1 2025 Reduced 4.95%
$0
$1.84 Million 0.12% of portfolio
51,452
Q1 2025 Reduced 1.27%
$767B
$1.81 Million 0.12% of portfolio
2,195
Q1 2025 Added 1.95%
$362B
$1.77 Million 0.11% of portfolio
42,424
Q1 2025 Added 0.4%
$606B
$1.77 Million 0.11% of portfolio
5,049
Q1 2025 Added 1.14%
$0
$1.74 Million 0.11% of portfolio
21,697
Q1 2025 Added 48.77%
$221B
$1.65 Million 0.11% of portfolio
5,279
Q1 2025 Added 1.66%
$261B
$1.65 Million 0.11% of portfolio
19,599
Q1 2025 Reduced 12.58%
$0
$1.68 Million 0.11% of portfolio
16,832
Q1 2025 Reduced 4.35%
$0
$1.75 Million 0.11% of portfolio
21,753
Q1 2025 Reduced 0.33%
$479B
$1.73 Million 0.11% of portfolio
12,378
Q1 2025 Added 5.64%
$0
$1.6 Million 0.1% of portfolio
42,578
Q1 2025 Added 1.45%
$9.75B
$1.61 Million 0.1% of portfolio
25,966
Q1 2025 Reduced 30.4%
$0
$1.54 Million 0.1% of portfolio
43,088
Q1 2025 Reduced 2.92%
$0
$1.54 Million 0.1% of portfolio
13,250
Q1 2025 Reduced 0.41%
$0
$1.51 Million 0.1% of portfolio
19,712
Q1 2025 Added 1.33%
$0
$1.51 Million 0.1% of portfolio
65,736
Q1 2025 Added 10.86%
$152B
$1.51 Million 0.1% of portfolio
7,113
Q1 2025 Added 0.92%
$0
$1.5 Million 0.1% of portfolio
70,102
Q1 2025 Added 17.99%
$0
$1.56 Million 0.1% of portfolio
60,952
Q1 2025 Added 79.93%
$204B
$1.49 Million 0.1% of portfolio
1,866
Q1 2025 Added 11.67%
$0
$1.56 Million 0.1% of portfolio
20,869
Q1 2025 Added 2.29%
$0
$1.48 Million 0.09% of portfolio
24,320
Q1 2025 Added 0.26%
$0
$1.47 Million 0.09% of portfolio
18,641
Q1 2025 Added 46.93%
$0
$1.35 Million 0.09% of portfolio
9,635
Q1 2025 Reduced 0.33%
$0
$1.44 Million 0.09% of portfolio
49,561
Q1 2025 Added 8.33%
$0
$1.39 Million 0.09% of portfolio
54,361
Q1 2025 Added 0.52%
$0
$1.42 Million 0.09% of portfolio
59,135
Q1 2025 Added 1.72%
$0
$1.38 Million 0.09% of portfolio
73,729
Q1 2025 New
$0
$1.37 Million 0.09% of portfolio
13,199
Q1 2025 New
$0
$1.4 Million 0.09% of portfolio
30,766
Q1 2025 Reduced 2.03%

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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