Visionary Wealth Advisors Purchases in Q3 2024

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PRU
Prudential Financial Inc

Financial Services
1.99K
+ 3.03%
$105.53 - $127.32 $210K - $253K
67.6K $8.19M
SVOL
Simplify ETF Simplify Volatili

ETFs
23K
+ 35.31%
$20.05 - $22.81 $461K - $525K
88.1K $1.93M
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.47K
+ 10.81%
$38.04 - $45.36 $170K - $203K
45.9K $2.05M
IWM
Ishares Russell 2000 ETF

ETFs
1.08K
+ 9.08%
$200.87 - $224.6 $216K - $242K
12.9K $2.86M
AVUV
American Centy ETF Tr Avantis

ETFs
831
+ 1.41%
$88.24 - $99.7 $73.3K - $82.9K
59.9K $5.75M
AEM
Agnico Eagle Mines LTD

Basic Materials
10
+ 0.04%
$65.04 - $84.24 $650 - $842
28.2K $2.27M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.56K
+ 58.92%
$90.87 - $102.43 $323K - $364K
9.59K $947K
FSK
Fs Kkr Capital Corp

Financial Services
19.6K
+ 108.23%
$18.74 - $20.43 $367K - $400K
37.6K $743K
BALT
Innovator Etfs Tr
9.64K
+ 9.37%
$29.76 - $30.83 $287K - $297K
112K $3.47M
JNUG
Direxion Shs ETF Tr Daily Jr G

ETFs
7.91K
New
$34.95 - $51.97 $277K - $411K
7.91K $373K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.53K
+ 31.8%
$162.83 - $179.16 $248K - $273K
6.32K $1.13M
GLDM
World Gold Trust

ETFs
2.41K
+ 6.64%
$46.2 - $53.01 $111K - $127K
38.6K $2.01M
SPYG
Spdr Portfolio

ETFs
3.77K
+ 35.17%
$73.38 - $84.1 $276K - $317K
14.5K $1.2M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
8.25K
+ 10.84%
$29.59 - $31.63 $244K - $261K
84.4K $2.66M
FEMB
First Tr ETF Emerging Markets

ETFs
9.85K
+ 35.01%
$26.93 - $29.14 $265K - $287K
38K $1.1M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
5.02K
+ 5.84%
$41.93 - $44.13 $210K - $221K
91K $4.01M
MSTR
Microstrategy Inc

Technology
5.7K
+ 1087.21%
$114.3 - $1800.09 $651K - $10.3M
6.22K $1.05M
PAUG
Innovator U.S. Equity Power Bu

ETFs
7.99K
+ 50.25%
$35.57 - $37.86 $284K - $303K
23.9K $904K
SJNK
Spdr Bloomberg Short Term High

ETFs
9.59K
+ 10.05%
$24.8 - $25.75 $238K - $247K
105K $2.71M
BOND
Pimco Active Bond Exchange Tra

ETFs
329
+ 0.41%
$90.01 - $95.32 $29.6K - $31.4K
81.2K $7.68M
SF
Stifel Financial Corp

Financial Services
3.19K
New
$78.91 - $93.87 $251K - $299K
3.19K $299K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.66K
+ 4.23%
$39.37 - $41.68 $144K - $152K
90.1K $3.73M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.42K
+ 1.44%
$38.51 - $41.69 $54.5K - $59K
100K $4.17M
JD
Jd.Com, Inc.

Consumer Cyclical
7.39K
New
$24.95 - $40.01 $184K - $296K
7.39K $295K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.74K
+ 6.46%
$75.32 - $84.37 $131K - $147K
28.7K $2.4M
PSX
Phillips 66

Energy
6.66K
+ 10.94%
$125.0 - $147.17 $832K - $980K
67.5K $8.87M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.13K
+ 8.03%
$33.74 - $37.96 $139K - $157K
55.5K $2.08M
IWN
Ishares Russell2000 Val ETF

ETFs
34
+ 0.18%
$150.05 - $171.34 $5.1K - $5.83K
18.8K $3.14M
VST
Vistra Corp.

Utilities
2.34K
New
$69.0 - $119.06 $161K - $278K
2.34K $277K
IAU
Ishares Gold Trust

ETFs
5.5K
New
$44.06 - $50.5 $242K - $278K
5.5K $273K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
778
+ 2.52%
$178.94 - $207.0 $139K - $161K
31.6K $6.35M
PLTR
Palantir Technologies Inc.

Technology
734
+ 3.57%
$24.09 - $37.95 $17.7K - $27.9K
21.3K $793K
FTCS
First Trust Capital Strength E

ETFs
389
+ 1.13%
$83.58 - $90.94 $32.5K - $35.4K
34.9K $3.17M
AXP
American Express CO

Financial Services
983
New
$225.92 - $271.17 $222K - $267K
983 $266K
IOO
Ishares Tr Global 100 ETF

ETFs
2.16K
+ 11.78%
$89.63 - $100.83 $194K - $218K
20.5K $2.03M
SWK
Stanley Black & Decker, Inc.

Industrials
2.35K
New
$77.75 - $110.17 $183K - $259K
2.35K $259K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.33%
$1591.44 - $2140.1 $3.18K - $4.28K
617 $1.27M
HYG
Ishares Tr

ETFs
2.84K
+ 35.32%
$76.72 - $80.36 $218K - $228K
10.9K $873K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.69K
New
$61.47 - $67.36 $227K - $249K
3.69K $248K
ADI
Analog Devices Inc

Technology
1.05K
New
$200.56 - $243.33 $210K - $255K
1.05K $240K
MMM
3 M CO

Industrials
1.76K
New
$99.69 - $139.42 $175K - $245K
1.76K $239K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.49K
+ 14.82%
$81.31 - $83.29 $202K - $207K
19.3K $1.6M
VKTX
Viking Therapeutics, Inc.

Healthcare
3.64K
New
$49.84 - $70.47 $181K - $256K
3.64K $230K
SLV
I Shares Silver Trust

ETFs
7.89K
New
$24.33 - $29.38 $192K - $232K
7.89K $224K
DFAX
Dimensional ETF Tr
1.2K
+ 1.01%
$24.29 - $27.25 $29.1K - $32.7K
120K $3.25M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
3.56K
+ 41.78%
$51.3 - $59.04 $182K - $210K
12.1K $663K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
8.27K
New
$22.3 - $26.02 $184K - $215K
8.27K $215K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
5.24K
New
$35.97 - $41.58 $188K - $218K
5.24K $212K
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.11K
+ 5.53%
$51.0 - $52.05 $159K - $162K
59.3K $3.08M
Activity Summary
Buys All Purchases 279 New Holdings 51 Increased Positions 228 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 1 Puts 0
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