Visionary Wealth Advisors Portfolio Holdings

Visionary Wealth Advisors

  • $1.62 Billion
  • Q4 2024

Visionary Wealth Advisors has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.62 Billion distributed in 534 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $54.3M, Schwab Strategic Tr Us Large C with a value of $53M, Ishares Core S&P 500 ETF with a value of $52.3M, Quanta Services, Inc. with a value of $47.6M, and Microsoft Corp with a value of $42.4M.

Examining the 13F form we can see an increase of $48.1M in the current position value, from $1.57B to 1.62B.

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 $1.62 Billion
ETFs: $914 Million
Technology: $218 Million
Industrials: $109 Million
Consumer Defensive: $74.5 Million
Financial Services: $68.1 Million
Energy: $47.7 Million
Consumer Cyclical: $44.2 Million
Healthcare: $43.8 Million
Other: $46.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.28 Million 0.08% of portfolio
14,584
Q4 2024 Added 0.74%
$98.2B
$1.22 Million 0.08% of portfolio
720
Q4 2024 Added 16.69%
$3.54B
$1.33 Million 0.08% of portfolio
11,468
Q4 2024 New
$0
$1.32 Million 0.08% of portfolio
58,135
Q3 2024 Reduced 0.63%
$54.8B
$1.3 Million 0.08% of portfolio
5,559
Q4 2024 New
$46B
$1.24 Million 0.08% of portfolio
25,147
Q4 2024 Added 26.88%
$0
$1.22 Million 0.08% of portfolio
45,752
Q4 2024 Added 110.48%
$0
$1.23 Million 0.08% of portfolio
28,965
Q4 2024 Reduced 0.75%
$0
$1.35 Million 0.08% of portfolio
54,080
Q4 2024 Added 3.43%
$0
$1.27 Million 0.08% of portfolio
9,855
Q4 2024 Added 0.65%
$24.3B
$1.32 Million 0.08% of portfolio
11,256
Q4 2024 Added 2.68%
$227B
$1.25 Million 0.08% of portfolio
12,571
Q4 2024 Added 5.87%
$102B
$1.35 Million 0.08% of portfolio
7,613
Q4 2024 Reduced 1.88%
$0
$1.34 Million 0.08% of portfolio
22,226
Q4 2024 Added 2.78%
$0
$1.11 Million 0.07% of portfolio
12,140
Q4 2024 Reduced 47.34%
$0
$1.08 Million 0.07% of portfolio
4,244
Q4 2024 Reduced 66.24%
$0
$1.19 Million 0.07% of portfolio
12,694
Q4 2024 Added 1.01%
$0
$1.14 Million 0.07% of portfolio
6,486
Q4 2024 Added 2.61%
$0
$1.11 Million 0.07% of portfolio
6,248
Q4 2024 Reduced 0.43%
$0
$1.06 Million 0.07% of portfolio
3,172
Q4 2024 Added 0.32%
$0
$1.21 Million 0.07% of portfolio
13,557
Q4 2024 Added 6.96%
$0
$1.15 Million 0.07% of portfolio
40,799
Q4 2024 Added 2.6%
$0
$1.14 Million 0.07% of portfolio
27,950
Q4 2024 Reduced 39.04%
$0
$1.08 Million 0.07% of portfolio
41,319
Q4 2024 Added 96.34%
$0
$1.08 Million 0.07% of portfolio
37,904
Q4 2024 Added 3.97%
$0
$1.12 Million 0.07% of portfolio
51,750
Q4 2024 Added 37.48%
$166B
$1.19 Million 0.07% of portfolio
9,847
Q4 2024 Added 6.12%
$0
$1.2 Million 0.07% of portfolio
46,323
Q4 2024 Added 22.02%
$0
$986,000 0.06% of portfolio
16,703
Q4 2024 Reduced 4.57%
$0
$988,000 0.06% of portfolio
22,894
Q4 2024 Reduced 2.66%
$0
$997,000 0.06% of portfolio
12,687
Q4 2024 Added 16.61%
$0
$915,000 0.06% of portfolio
17,442
Q4 2024 Reduced 4.74%
$202B
$989,000 0.06% of portfolio
43,471
Q4 2024 Added 24.12%
$145B
$960,000 0.06% of portfolio
4,211
Q4 2024 Reduced 4.19%
$100B
$926,000 0.06% of portfolio
3,355
Q4 2024 Added 18.01%
$0
$931,000 0.06% of portfolio
14,532
Q4 2024 New
$0
$1.02 Million 0.06% of portfolio
20,539
Q4 2024 Reduced 8.05%
$0
$897,000 0.06% of portfolio
9,968
Q4 2024 Added 3.9%
$0
$903,000 0.06% of portfolio
6,568
Q4 2024 Reduced 62.94%
$716M
$1.04 Million 0.06% of portfolio
28,131
Q4 2024 Added 11.68%
$174B
$947,000 0.06% of portfolio
2,612
Q4 2024 Reduced 3.04%
$34.4B
$919,000 0.06% of portfolio
15,173
Q4 2024 Reduced 41.73%
$99.4B
$985,000 0.06% of portfolio
4,070
Q4 2024 Reduced 18.55%
$0
$923,000 0.06% of portfolio
2,170
Q4 2024 Added 10.1%
$415B
$998,000 0.06% of portfolio
1,120
Q4 2024 Added 8.63%
$99.4B
$956,000 0.06% of portfolio
6,469
Q4 2024 Added 0.48%
$0
$919,000 0.06% of portfolio
23,874
Q4 2024 Reduced 0.06%
$0
$960,000 0.06% of portfolio
21,806
Q4 2024 Added 2.75%
$0
$1 Million 0.06% of portfolio
14,940
Q4 2024 Added 304.55%

Summary

  • Portfolio
  • No. of Stocks 534
  • Current Value $1.62 Billion
  • Prior Value $1.57 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 262 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 199 stocks
Track This Portfolio

Track Visionary Wealth Advisors Portfolio

Follow Visionary Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email