Visionary Wealth Advisors Portfolio Holdings

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025

Visionary Wealth Advisors has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.82 Billion distributed in 568 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $83.4M, Schwab Strategic Tr Us Large C with a value of $58M, Ishares Core S&P 500 ETF with a value of $57.7M, Microsoft Corp with a value of $55.3M, and Quanta Services, Inc. with a value of $39.4M.

Examining the 13F form we can see an increase of $254M in the current position value, from $1.56B to 1.82B.

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 $1.82 Billion
ETFs: $966 Million
Technology: $271 Million
Industrials: $117 Million
Consumer Cyclical: $79.1 Million
Financial Services: $72.9 Million
Consumer Defensive: $71.3 Million
Energy: $55.6 Million
Healthcare: $50.4 Million
Other: $66.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.66 Million 0.15% of portfolio
56,929
Q2 2025 Reduced 7.07%
$0
$2.82 Million 0.15% of portfolio
11,337
Q2 2025 Added 45.14%
$94.5B
$2.63 Million 0.14% of portfolio
28,666
Q2 2025 Added 369.63%
$427B
$2.62 Million 0.14% of portfolio
2,646
Q2 2025 Added 2.76%
$0
$2.52 Million 0.14% of portfolio
56,866
Q2 2025 Added 0.6%
$323B
$2.48 Million 0.14% of portfolio
18,221
Q2 2025 Reduced 7.03%
$0
$2.46 Million 0.14% of portfolio
48,949
Q2 2025 Reduced 30.2%
$331B
$2.53 Million 0.14% of portfolio
8,110
Q2 2025 Added 659.36%
$0
$2.32 Million 0.13% of portfolio
8,141
Q2 2025 Added 3.59%
$0
$2.31 Million 0.13% of portfolio
21,389
Q2 2025 Added 8.83%
$0
$2.45 Million 0.13% of portfolio
18,034
Q2 2025 Added 30.8%
$131B
$2.35 Million 0.13% of portfolio
11,237
Q2 2025 Added 48.58%
$0
$2.34 Million 0.13% of portfolio
20,867
Q2 2025 Added 0.52%
$177B
$2.19 Million 0.12% of portfolio
11,271
Q2 2025 Added 12.09%
$0
$2.17 Million 0.12% of portfolio
27,355
Q2 2025 Added 5.95%
$0
$2.25 Million 0.12% of portfolio
20,596
Q2 2025 Reduced 0.32%
$82.7B
$2.25 Million 0.12% of portfolio
605
Q3 2023 Reduced 0.17%
$0
$2.15 Million 0.12% of portfolio
34,918
Q2 2025 Added 0.47%
$0
$2.12 Million 0.12% of portfolio
20,252
Q2 2025 Reduced 1.61%
$0
$2.06 Million 0.11% of portfolio
32,822
Q2 2025 Added 179.38%
$190B
$2.04 Million 0.11% of portfolio
1,982
Q2 2025 Added 6.22%
$20.8B
$1.96 Million 0.11% of portfolio
8,788
Q2 2025 New
$69.5B
$2 Million 0.11% of portfolio
64,545
Q2 2025 Added 0.05%
$0
$2.08 Million 0.11% of portfolio
7,283
Q2 2025 Reduced 0.79%
$407B
$2.02 Million 0.11% of portfolio
42,674
Q2 2025 Added 0.59%
$10.6B
$1.83 Million 0.1% of portfolio
27,942
Q2 2025 Added 7.61%
$227B
$1.76 Million 0.1% of portfolio
6,026
Q2 2025 Added 14.15%
$0
$1.77 Million 0.1% of portfolio
59,551
Q2 2025 Added 20.63%
$0
$1.78 Million 0.1% of portfolio
9,777
Q2 2025 Reduced 10.04%
$0
$1.8 Million 0.1% of portfolio
19,750
Q2 2025 Reduced 36.78%
$0
$1.83 Million 0.1% of portfolio
16,960
Q2 2025 Added 0.76%
$0
$1.9 Million 0.1% of portfolio
57,744
Q2 2025 Added 16.51%
$0
$1.9 Million 0.1% of portfolio
88,491
Q2 2025 Added 0.33%
$0
$1.86 Million 0.1% of portfolio
41,290
Q2 2025 Added 178.65%
$0
$1.86 Million 0.1% of portfolio
16,900
Q2 2025 Reduced 7.67%
$16.5B
$1.71 Million 0.09% of portfolio
36,496
Q2 2025 Added 2.04%
$251B
$1.69 Million 0.09% of portfolio
11,931
Q2 2025 Added 12.69%
$0
$1.68 Million 0.09% of portfolio
75,401
Q2 2025 Added 7.56%
$0
$1.57 Million 0.09% of portfolio
5,663
Q2 2025 Added 5.16%
$0
$1.57 Million 0.09% of portfolio
18,956
Q2 2025 Added 59.45%
$0
$1.58 Million 0.09% of portfolio
13,299
Q2 2025 Added 0.37%
$0
$1.63 Million 0.09% of portfolio
22,907
Q2 2025 Added 19.13%
$0
$1.64 Million 0.09% of portfolio
20,624
Q2 2025 Added 22.47%
$536B
$1.64 Million 0.09% of portfolio
1,226
Q2 2025 Added 0.49%
$0
$1.64 Million 0.09% of portfolio
19,722
Q2 2025 Added 0.05%
$145B
$1.65 Million 0.09% of portfolio
7,076
Q2 2025 Reduced 0.52%
$0
$1.65 Million 0.09% of portfolio
24,515
Q2 2025 Added 0.8%
$0
$1.67 Million 0.09% of portfolio
9,653
Q2 2025 Added 0.19%
$0
$1.56 Million 0.09% of portfolio
39,086
Q2 2025 Reduced 8.2%

Summary

  • Portfolio
  • No. of Stocks 568
  • Current Value $1.82 Billion
  • Prior Value $1.56 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 64 stocks
  • Additional Purchases 282 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 184 stocks
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