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
$1.36 Million 0.09% of portfolio
24,344
Q1 2025 Added 9.53%
$0
$1.36 Million 0.09% of portfolio
5,385
Q1 2025 Reduced 3.51%
$0
$1.24 Million 0.08% of portfolio
10,908
Q1 2025 Reduced 7.26%
$0
$1.27 Million 0.08% of portfolio
32,116
Q1 2025 Added 10.88%
$0
$1.28 Million 0.08% of portfolio
19,228
Q1 2025 Added 28.7%
$203B
$1.28 Million 0.08% of portfolio
45,358
Q1 2025 Added 4.34%
$0
$1.28 Million 0.08% of portfolio
50,817
Q1 2025 Added 2.69%
$0
$1.3 Million 0.08% of portfolio
10,624
Q1 2025 Added 7.8%
$0
$1.3 Million 0.08% of portfolio
16,840
Q1 2025 Reduced 4.11%
$0
$1.31 Million 0.08% of portfolio
49,368
Q1 2025 Added 19.48%
$58.6B
$1.32 Million 0.08% of portfolio
5,559
Q4 2024 New
$0
$1.21 Million 0.08% of portfolio
12,871
Q1 2025 Added 1.39%
$0
$1.21 Million 0.08% of portfolio
14,563
Q1 2025 Reduced 22.25%
$0
$1.24 Million 0.08% of portfolio
28,329
Q1 2025 Added 60.01%
$0
$1.21 Million 0.08% of portfolio
68,663
Q1 2025 Added 93.79%
$129B
$1.29 Million 0.08% of portfolio
7,563
Q1 2025 Reduced 0.66%
$0
$1.1 Million 0.07% of portfolio
37,824
Q1 2025 Reduced 0.21%
$4.7B
$1.09 Million 0.07% of portfolio
11,468
Q4 2024 New
$268B
$1.13 Million 0.07% of portfolio
4,205
Q1 2025 Added 14.7%
$116B
$1.16 Million 0.07% of portfolio
11,083
Q1 2025 Added 83.22%
$206B
$1.13 Million 0.07% of portfolio
12,591
Q1 2025 Added 0.16%
$0
$1.13 Million 0.07% of portfolio
41,245
Q1 2025 Added 1.09%
$199B
$1.09 Million 0.07% of portfolio
10,587
Q1 2025 Added 7.51%
$0
$1.09 Million 0.07% of portfolio
6,360
Q1 2025 Added 1.79%
$53.1B
$1.06 Million 0.07% of portfolio
5,129
Q1 2025 Added 19.89%
$95.7B
$1.06 Million 0.07% of portfolio
3,211
Q1 2025 Reduced 4.29%
$0
$1.17 Million 0.07% of portfolio
12,893
Q1 2025 Reduced 4.9%
$0
$1.03 Million 0.07% of portfolio
22,650
Q1 2025 Added 3.87%
$0
$1.03 Million 0.07% of portfolio
8,025
Q1 2025 Added 36.25%
$0
$1.03 Million 0.07% of portfolio
24,691
Q1 2025 Reduced 11.66%
$536B
$1.14 Million 0.07% of portfolio
1,220
Q1 2025 Added 8.93%
$0
$1.13 Million 0.07% of portfolio
54,176
Q1 2025 Added 4.69%
$0
$1.01 Million 0.06% of portfolio
3,180
Q1 2025 Added 0.25%
$223B
$866,000 0.06% of portfolio
7,423
Q1 2025 Added 12.52%
$0
$900,000 0.06% of portfolio
14,597
Q1 2025 Reduced 0.14%
$0
$901,000 0.06% of portfolio
23,849
Q1 2025 Reduced 0.1%
$0
$1.01 Million 0.06% of portfolio
11,018
Q1 2025 Reduced 9.24%
$0
$911,000 0.06% of portfolio
6,246
Q1 2025 Reduced 4.9%
$0
$916,000 0.06% of portfolio
16,699
Q1 2025 Reduced 0.02%
$0
$940,000 0.06% of portfolio
43,037
Q1 2025 Added 70.46%
$0
$952,000 0.06% of portfolio
2,268
Q1 2025 Added 4.52%
$0
$894,000 0.06% of portfolio
16,965
Q1 2025 Reduced 0.9%
$6.51B
$969,000 0.06% of portfolio
29,396
Q1 2025 Reduced 4.02%
$139B
$994,000 0.06% of portfolio
4,208
Q1 2025 Reduced 0.07%
$0
$991,000 0.06% of portfolio
4,005
Q1 2025 Reduced 5.63%
$0
$984,000 0.06% of portfolio
1,816
Q1 2025 Reduced 9.56%
$723M
$981,000 0.06% of portfolio
28,131
Q4 2024 Added 11.68%
$0
$964,000 0.06% of portfolio
11,888
Q1 2025 Added 19.26%
$40.9B
$908,000 0.06% of portfolio
18,411
Q1 2025 Reduced 26.79%

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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