Visionary Wealth Advisors Portfolio Holdings

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024

Visionary Wealth Advisors has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.57 Billion distributed in 534 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 $51.7M, Apple Inc. with a value of $50.9M, Schwab Strategic Tr Intl Eqty with a value of $41.1M, Microsoft Corp with a value of $40.5M, and Quanta Services, Inc. with a value of $39M.

Examining the 13F form we can see an increase of $102M in the current position value, from $1.47B to 1.57B.

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 $1.57 Billion
ETFs: $905 Million
Technology: $187 Million
Industrials: $101 Million
Consumer Defensive: $76 Million
Financial Services: $63.1 Million
Healthcare: $50.6 Million
Energy: $45.5 Million
Consumer Cyclical: $40.3 Million
Other: $49.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$153B
$1.47 Million 0.09% of portfolio
7,131
Q3 2024 Reduced 2.14%
$7.17B
$1.34 Million 0.09% of portfolio
37,326
Q3 2024 Reduced 2.07%
$0
$1.39 Million 0.09% of portfolio
17,485
Q3 2024 Added 2.04%
$0
$1.37 Million 0.09% of portfolio
52,289
Q3 2024 Reduced 0.18%
$61.8B
$1.2 Million 0.08% of portfolio
10,962
Q3 2024 Reduced 4.02%
$92.4B
$1.18 Million 0.08% of portfolio
7,759
Q3 2024 Reduced 24.27%
$0
$1.29 Million 0.08% of portfolio
96,362
Q3 2024 Added 2.97%
$0
$1.32 Million 0.08% of portfolio
21,625
Q3 2024 Reduced 17.42%
$0
$1.3 Million 0.08% of portfolio
57,302
Q3 2024 Reduced 11.26%
$0
$1.23 Million 0.08% of portfolio
12,675
Q3 2024 Added 2.27%
$0
$1.2 Million 0.08% of portfolio
12,567
Q3 2024 Added 2.93%
$512B
$1.3 Million 0.08% of portfolio
4,740
Q3 2024 Reduced 5.63%
$0
$1.26 Million 0.08% of portfolio
29,183
Q3 2024 New
$0
$1.19 Million 0.08% of portfolio
9,972
Q3 2024 Added 71.46%
$0
$1.2 Million 0.08% of portfolio
14,477
Q3 2024 Added 35.17%
$97.1B
$1.27 Million 0.08% of portfolio
617
Q3 2024 Added 0.33%
$0
$1.24 Million 0.08% of portfolio
44,051
Q3 2024 Added 10.89%
$84.2B
$1.21 Million 0.08% of portfolio
4,997
Q3 2024 Reduced 34.62%
$0
$1.1 Million 0.07% of portfolio
37,963
Q3 2024 Added 35.01%
$0
$1.13 Million 0.07% of portfolio
6,321
Q3 2024 Added 31.8%
$0
$1.08 Million 0.07% of portfolio
36,457
Q3 2024 Added 11.22%
$211B
$1.05 Million 0.07% of portfolio
2,694
Q3 2024 Reduced 9.9%
$0
$1.04 Million 0.07% of portfolio
26,063
Q3 2024 Added 2.13%
$0
$1.03 Million 0.07% of portfolio
3,162
Q3 2024 Added 0.32%
$146B
$1.08 Million 0.07% of portfolio
4,395
Q3 2024 Reduced 2.12%
$0
$1.04 Million 0.07% of portfolio
4,224
Q3 2024 Added 22.47%
$3.49B
$1.05 Million 0.07% of portfolio
6,221
Q3 2024 Added 1,087.21%
$0
$1.13 Million 0.07% of portfolio
6,275
Q3 2024 Added 1.9%
$0
$1.04 Million 0.07% of portfolio
22,102
Q3 2024 Added 7.09%
$0
$1.13 Million 0.07% of portfolio
22,338
Q3 2024 Reduced 3.88%
$0
$1.1 Million 0.07% of portfolio
6,347
Q3 2024 Reduced 31.11%
$0
$1.05 Million 0.07% of portfolio
18,310
Q3 2024 Reduced 10.27%
$0
$1.16 Million 0.07% of portfolio
39,764
Q3 2024 Added 15.95%
$0
$873,000 0.06% of portfolio
10,880
Q3 2024 Added 35.32%
$102B
$984,000 0.06% of portfolio
2,843
Q3 2024 Added 0.42%
$0
$889,000 0.06% of portfolio
15,194
Q3 2024 Added 17.21%
$0
$947,000 0.06% of portfolio
9,594
Q3 2024 Added 58.92%
$0
$904,000 0.06% of portfolio
40,641
Q3 2024 New
$0
$989,000 0.06% of portfolio
18,790
Q3 2024 Reduced 30.82%
$77.4B
$891,000 0.06% of portfolio
19,503
Q3 2024 Reduced 0.14%
$0
$953,000 0.06% of portfolio
5,463
Q3 2024 Added 5.93%
$865M
$980,000 0.06% of portfolio
25,190
Q3 2024 Reduced 16.28%
$0
$869,000 0.06% of portfolio
18,534
Q3 2024 Added 0.84%
$109B
$871,000 0.06% of portfolio
8,405
Q3 2024 Added 3.84%
$0
$904,000 0.06% of portfolio
23,889
Q3 2024 Added 50.25%
$0
$882,000 0.06% of portfolio
23,520
Q3 2024 Reduced 0.48%
$46.9B
$1.02 Million 0.06% of portfolio
19,819
Q3 2024 Added 2.37%
$0
$915,000 0.06% of portfolio
16,169
Q3 2024 Added 11.76%
$0
$1.02 Million 0.06% of portfolio
21,223
Q3 2024 Added 2.29%

Summary

  • Portfolio
  • No. of Stocks 534
  • Current Value $1.57 Billion
  • Prior Value $1.47 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 51 stocks
  • Additional Purchases 228 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 224 stocks
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