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
PFEB Innovator U.S. Equity Power Bu ETFs	$0	$1.71 Million 0.09% of portfolio	45,088	Q2 2025 Reduced 12.37%
MELI Mercadolibre Inc Consumer Cyclical	$107B	$1.66 Million 0.09% of portfolio	634	Q2 2025 Added 3.43%
VPN Global X Fds Data Ctr Reits & ETFs	$0	$1.71 Million 0.09% of portfolio	107,073	Q2 2025 Added 519.1%
SPYG Spdr Portfolio ETFs	$0	$1.62 Million 0.09% of portfolio	17,019	Q2 2025 Reduced 21.56%
PMAY Innovator Etfs Tr S&P 500 Pwr ETFs	$0	$1.61 Million 0.09% of portfolio	42,502	Q2 2025 Reduced 1.36%
AEIS Advanced Energy Industries Inc Industrials	$8.19B	$1.52 Million 0.08% of portfolio	11,468	Q4 2024 New
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$1.43 Million 0.08% of portfolio	10,571	Q2 2025 Reduced 0.5%
HYG Ishares Tr ETFs	$0	$1.5 Million 0.08% of portfolio	18,606	Q2 2025 Reduced 0.19%
FSIG First Tr ETF Iv LTD Duration I	$0	$1.38 Million 0.08% of portfolio	72,097	Q2 2025 Reduced 45.11%
AUSF Global X Fds Adaptive U S Fact ETFs	$0	$1.54 Million 0.08% of portfolio	34,374	Q2 2025 Added 21.34%
CRM Salesforce, Inc. Technology	$239B	$1.46 Million 0.08% of portfolio	5,342	Q2 2025 Added 27.04%
MDYG Spdr S&P 400 Mid Cap Growth Et ETFs	$0	$1.39 Million 0.08% of portfolio	16,022	Q2 2025 Reduced 51.14%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$1.41 Million 0.08% of portfolio	54,919	Q2 2025 Added 1.03%
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$1.42 Million 0.08% of portfolio	19,489	Q2 2025 Reduced 6.61%
NSC Norfolk Southern Corp Industrials	$65.3B	$1.42 Million 0.08% of portfolio	5,559	Q4 2024 New
FSMD Fidelity Covington Tr Small Mi ETFs	$0	$1.24 Million 0.07% of portfolio	29,947	Q2 2025 New
URA Global X Uranium ETF ETFs	$0	$1.25 Million 0.07% of portfolio	32,120	Q2 2025 Reduced 51.14%
CRWD Crowd Strike Holdings, Inc. Technology	$114B	$1.26 Million 0.07% of portfolio	2,469	Q2 2025 Added 291.9%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$1.23 Million 0.07% of portfolio	69,297	Q2 2025 Added 0.92%
FTGC First Trust Global Tactical CO ETFs	$0	$1.27 Million 0.07% of portfolio	51,576	Q2 2025 Reduced 15.38%
VFVA Vanguard Wellington Fd U S Val ETFs	$0	$1.31 Million 0.07% of portfolio	11,104	Q2 2025 Added 1.8%
MRK Merck & Co., Inc. Healthcare	$217B	$1.35 Million 0.07% of portfolio	17,049	Q2 2025 Added 35.41%
AEE Ameren Corp Utilities	$26.4B	$1.21 Million 0.07% of portfolio	12,634	Q2 2025 Added 46.01%
VIOO Vanguard S&P Small Cap 600 ETF ETFs	$0	$1.35 Million 0.07% of portfolio	13,332	Q2 2025 New
VGT Vanguard Information Technolog ETFs	$0	$1.22 Million 0.07% of portfolio	1,837	Q2 2025 Added 1.16%
MU Micron Technology Inc Technology	$259B	$1.2 Million 0.07% of portfolio	9,768	Q2 2025 Added 15.91%
T At&T Inc. Communication Services	$176B	$1.36 Million 0.07% of portfolio	46,969	Q2 2025 Added 3.55%
BUFB Innovator Etfs Tr Laddered Fd ETFs	$0	$1.18 Million 0.06% of portfolio	34,839	Q2 2025 Reduced 51.15%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$1.14 Million 0.06% of portfolio	22,985	Q2 2025 Added 1.48%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.5T	$1.08 Million 0.06% of portfolio	4,764	Q2 2025 Added 104.64%
BLOK Amplify ETF Tr Trnsformational ETFs	$0	$1.08 Million 0.06% of portfolio	18,997	Q2 2025 Added 3.07%
IWV Ishares Russell 3000 ETF ETFs	$0	$1.12 Million 0.06% of portfolio	3,189	Q2 2025 Added 0.28%
DELL Dell Technologies Inc. Technology	$38.7B	$1.09 Million 0.06% of portfolio	8,883	Q2 2025 Added 19.44%
PUTW Wisdomtree Tr Cboe S&P 500 Put ETFs	$0	$1.05 Million 0.06% of portfolio	34,099	Q2 2025 Added 49.91%
CAT Caterpillar Inc Industrials	$301B	$1.1 Million 0.06% of portfolio	2,832	Q2 2025 Added 10.97%
ZWS Zurn Water Solutions Corp Industrials	$8.47B	$1.08 Million 0.06% of portfolio	29,396	Q1 2025 Reduced 4.02%
EFV Msci Eafe Value ETF ETFs	$0	$1.07 Million 0.06% of portfolio	16,892	Q2 2025 Added 1.71%
MGV Vanguard Mega Cap Value ETFs	$0	$1.06 Million 0.06% of portfolio	8,107	Q2 2025 Added 1.02%
MS Morgan Stanley Financial Services	$277B	$1.06 Million 0.06% of portfolio	7,513	Q2 2025 Added 1.21%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$1.06 Million 0.06% of portfolio	25,490	Q2 2025 Added 3.24%
FMBH First Mid Bancshares, Inc. Financial Services	$736M	$1.05 Million 0.06% of portfolio	28,131	Q4 2024 Added 11.68%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$1.1 Million 0.06% of portfolio	6,020	Q2 2025 Reduced 5.35%
PM Philip Morris International Inc. Consumer Defensive	$232B	$1.05 Million 0.06% of portfolio	5,780	Q2 2025 Reduced 4.84%
YMAR First Tr Ex Tr Viii Cboe Vest	$0	$1.15 Million 0.06% of portfolio	45,229	Q2 2025 Reduced 23.52%
VIS Vanguard Industrial ETF ETFs	$0	$1.17 Million 0.06% of portfolio	4,187	Q2 2025 Added 4.54%
DBMF Litman Gregory Fds Tr Imgp Dbi ETFs	$0	$1.12 Million 0.06% of portfolio	43,441	Q2 2025 Reduced 14.51%
VNQ Vanguard Specialized Funds Van ETFs	$0	$1.16 Million 0.06% of portfolio	13,041	Q2 2025 Added 1.15%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$989,000 0.05% of portfolio	2,246	Q2 2025 Reduced 0.97%
FSK Fs Kkr Capital Corp Financial Services	$0	$819,000 0.05% of portfolio	39,505	Q2 2025 Reduced 27.08%
XLV Select Sector Spdr Fund Health ETFs	$0	$837,000 0.05% of portfolio	6,210	Q2 2025 Reduced 0.58%

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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Visionary Wealth Advisors Portfolio Holdings