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
$41.9B
$283,000 0.02% of portfolio
28,310
Q1 2025 Reduced 39.21%
$0
$275,000 0.02% of portfolio
17,295
Q1 2025 New
$1.99B
$280,000 0.02% of portfolio
5,227
Q1 2025 Added 0.04%
$0
$280,000 0.02% of portfolio
9,931
Q1 2025 Added 11.61%
$0
$264,000 0.02% of portfolio
2,281
Q1 2025 New
$16.9B
$272,000 0.02% of portfolio
6,256
Q1 2025 Reduced 12.54%
$0
$271,000 0.02% of portfolio
9,566
Q1 2025 New
$0
$266,000 0.02% of portfolio
9,375
Q1 2025 Reduced 5.59%
$0
$236,000 0.02% of portfolio
4,723
Q1 2025 Added 2.96%
$286B
$390,000 0.02% of portfolio
5,444
Q1 2025 Reduced 2.66%
$15.3B
$308,000 0.02% of portfolio
10,371
Q4 2024 Reduced 15.31%
$0
$360,000 0.02% of portfolio
9,022
Q1 2025 Reduced 0.28%
$0
$360,000 0.02% of portfolio
3,889
Q1 2025 Added 2.1%
$101B
$367,000 0.02% of portfolio
546
Q1 2025 Added 3.8%
$0
$373,000 0.02% of portfolio
22,437
Q1 2025 Added 2.74%
$0
$378,000 0.02% of portfolio
6,208
Q4 2024 Reduced 15.1%
$0
$381,000 0.02% of portfolio
27,994
Q1 2025 Reduced 81.19%
$0
$381,000 0.02% of portfolio
6,659
Q1 2025 Added 9.61%
$1.1T
$386,000 0.02% of portfolio
2,328
Q1 2025 Added 14.4%
$0
$390,000 0.02% of portfolio
5,303
Q1 2025 Added 1.2%
$0
$359,000 0.02% of portfolio
1,701
Q1 2025 Added 0.65%
$0
$358,000 0.02% of portfolio
5,715
Q1 2025 Reduced 91.16%
$11.3B
$337,000 0.02% of portfolio
8,604
Q1 2025 Reduced 1.15%
$0
$338,000 0.02% of portfolio
11,330
Q1 2025 New
$140B
$340,000 0.02% of portfolio
1,458
Q1 2025 Added 17.87%
$663M
$350,000 0.02% of portfolio
27,850
Q1 2025 Reduced 24.12%
$20.9B
$346,000 0.02% of portfolio
15,956
Q4 2024 Added 26.98%
$0
$335,000 0.02% of portfolio
1,030
Q1 2025 Added 7.85%
$0
$351,000 0.02% of portfolio
5,096
Q4 2024 Added 71.64%
$0
$349,000 0.02% of portfolio
6,958
Q1 2025 Added 67.18%
$51.1B
$221,000 0.01% of portfolio
1,545
Q1 2025 Reduced 22.13%
$0
$221,000 0.01% of portfolio
4,388
Q4 2024 New
$0
$218,000 0.01% of portfolio
2,789
Q1 2025 Reduced 14.61%
$0
$203,000 0.01% of portfolio
793
Q1 2025 Reduced 10.4%
$0
$213,000 0.01% of portfolio
5,600
Q1 2024 Reduced 15.15%
$0
$211,000 0.01% of portfolio
3,036
Q4 2024 New
$62.5B
$204,000 0.01% of portfolio
694
Q1 2025 Added 0.14%
$81.1B
$232,000 0.01% of portfolio
1,598
Q1 2025 Reduced 5.83%
$0
$209,000 0.01% of portfolio
5,365
Q1 2025 Reduced 72.31%
$46.8B
$209,000 0.01% of portfolio
1,000
Q1 2025 New
$100B
$222,000 0.01% of portfolio
630
Q1 2025 New
$2.44B
$231,000 0.01% of portfolio
11,296
Q4 2024 Reduced 10.72%
$0
$229,000 0.01% of portfolio
11,591
Q1 2025 Added 0.49%
$0
$229,000 0.01% of portfolio
1,497
Q1 2025 Reduced 56.52%
$36.1B
$228,000 0.01% of portfolio
1,324
Q1 2025 Reduced 5.63%
$0
$231,000 0.01% of portfolio
6,251
Q4 2024 Reduced 5.46%
$128B
$225,000 0.01% of portfolio
2,360
Q1 2025 Added 1.99%
$43.3B
$224,000 0.01% of portfolio
2,153
Q1 2025 New
$92.6B
$223,000 0.01% of portfolio
6,606
Q1 2025 New

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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