Visionary Wealth Advisors Purchases in Q3 2025

Visionary Wealth Advisors

  • $1.96 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
9.07K
+ 199.69%
$110.74 - $122.12 $1M - $1.11M
13.6K $1.65M
CGGR
Capital Group Growth ETF Shs C

ETFs
24.5K
+ 194.15%
$40.2 - $44.58 $983K - $1.09M
37.1K $1.63M
META
Meta Platforms, Inc.

Communication Services
1.54K
+ 10.16%
$695.21 - $791.73 $1.07M - $1.22M
16.7K $12.3M
PLTR
Palantir Technologies Inc.

Technology
1.24K
+ 6.81%
$130.68 - $186.97 $162K - $232K
19.5K $3.55M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.7K
+ 28.01%
$39.8 - $42.86 $825K - $888K
94.7K $4.05M
WMT
Walmart Inc.

Consumer Defensive
1.5K
+ 0.88%
$94.4 - $104.27 $142K - $157K
171K $17.6M
DFAX
Dimensional ETF Tr
22.8K
+ 15.31%
$29.25 - $31.56 $667K - $720K
172K $5.39M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.81K
+ 33.05%
$108.46 - $120.63 $738K - $821K
27.4K $3.26M
ORCL
Oracle Corp

Technology
105
+ 0.69%
$218.96 - $328.33 $23K - $34.5K
15.4K $4.34M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
7.36K
+ 13.06%
$63.92 - $70.83 $470K - $521K
63.7K $4.49M
NEE
Nextera Energy Inc

Utilities
1.24K
+ 1.09%
$69.77 - $77.54 $86.5K - $96.1K
115K $8.71M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
11.1K
New
$64.17 - $68.19 $715K - $760K
11.1K $758K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
15.8K
New
$46.45 - $47.42 $735K - $751K
15.8K $749K
PEP
Pepsico Inc

Consumer Defensive
1.68K
+ 2.78%
$133.81 - $152.16 $225K - $256K
62.1K $8.72M
XOM
Exxon Mobil Corp

Energy
1.4K
+ 1.25%
$105.83 - $117.22 $148K - $164K
113K $12.8M
AMGN
Amgen Inc

Healthcare
2.14K
+ 7.64%
$271.18 - $309.22 $579K - $660K
30.1K $8.49M
AIQ
Global X Funds Global X Artifi

ETFs
13.2K
New
$43.2 - $49.66 $572K - $657K
13.2K $653K
EEM
Ishares Msci Emerging Markets

ETFs
12.1K
New
$48.07 - $53.4 $582K - $647K
12.1K $646K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
8.46K
New
N/A
8.46K $630K
AVDV
American Centy ETF Tr Avantis

ETFs
6.96K
New
$79.24 - $89.03 $551K - $619K
6.96K $619K
APP
App Lovin Corp

Technology
424
+ 54.29%
$335.1 - $718.54 $142K - $305K
1.21K $865K
AMZN
Amazon Com Inc

Consumer Cyclical
2.61K
+ 3.25%
$211.65 - $238.24 $552K - $621K
82.9K $18.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.64K
+ 3.81%
$27.61 - $29.15 $238K - $252K
235K $6.85M
UNH
Unitedhealth Group Inc

Healthcare
866
+ 10.68%
$237.77 - $353.61 $206K - $306K
8.98K $3.1M
IGF
Ishares Global Infrastructure

ETFs
6.82K
+ 10.3%
$58.29 - $61.43 $397K - $419K
73K $4.46M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.46K
+ 0.5%
$28.15 - $30.13 $41.1K - $44K
295K $8.74M
MINO
Pimco ETF Tr Municipal Income

ETFs
9.4K
+ 16.52%
$43.6 - $45.33 $410K - $426K
66.3K $3M
C
Citigroup Inc

Financial Services
3.84K
+ 79.18%
$85.57 - $103.49 $328K - $397K
8.69K $881K
IDEV
Ishares Core Msci Intl Develop

ETFs
5.5K
+ 91.04%
$74.68 - $80.26 $411K - $441K
11.5K $924K
XLU
Utilities Sector Spdr

ETFs
4.81K
+ 68.29%
$81.14 - $87.32 $390K - $420K
11.9K $1.03M
SPYG
Spdr Portfolio

ETFs
2.87K
+ 16.86%
$94.33 - $105.31 $271K - $302K
19.9K $2.08M
HOOD
Robinhood Markets, Inc.

Technology
1.16K
+ 20.68%
$91.27 - $143.18 $106K - $166K
6.78K $970K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.4K
+ 23.58%
$70.77 - $73.59 $382K - $397K
28.3K $2.07M
USRT
Ishares Core U.S. Reit ETF

ETFs
4.71K
+ 6.39%
$55.64 - $59.37 $262K - $280K
78.4K $4.61M
VST
Vistra Corp.

Utilities
2.19K
+ 73.17%
$182.0 - $217.92 $398K - $477K
5.18K $1.01M
CAT
Caterpillar Inc

Industrials
355
+ 12.54%
$390.92 - $477.15 $139K - $169K
3.19K $1.52M
AVB
Avalonbay Communities Inc

Real Estate
2.1K
New
$182.72 - $204.51 $383K - $428K
2.1K $404K
GLDM
World Gold Trust

ETFs
1.2K
+ 4.3%
$64.73 - $76.45 $77.8K - $91.9K
29.1K $2.23M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.45K
+ 21.55%
$87.07 - $93.06 $301K - $321K
19.5K $1.78M
DGRO
Ishares Core Dividend Growth E

ETFs
549
+ 0.65%
$64.12 - $68.08 $35.2K - $37.4K
85K $5.79M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
4.27K
+ 4.76%
$46.97 - $48.89 $201K - $209K
94.1K $4.6M
URA
Global X Uranium ETF

ETFs
1.92K
+ 5.97%
$36.45 - $50.4 $69.9K - $96.7K
34K $1.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
55
+ 0.79%
$617.65 - $666.84 $34K - $36.7K
7.05K $4.69M
M
Macy'S, Inc.

Consumer Cyclical
20K
New
$11.9 - $18.17 $238K - $363K
20K $358K
SO
Southern CO

Utilities
702
+ 0.71%
$90.83 - $96.0 $63.8K - $67.4K
99.2K $9.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
363
+ 7.62%
$224.68 - $282.71 $81.6K - $103K
5.13K $1.43M
MCD
Mcdonalds Corp

Consumer Cyclical
921
+ 15.28%
$291.67 - $316.99 $269K - $292K
6.95K $2.11M
VPU
Vanguard Utilities ETF

ETFs
162
+ 0.67%
$175.25 - $189.41 $28.4K - $30.7K
24.3K $4.61M
VKTX
Viking Therapeutics, Inc.

Healthcare
13.6K
+ 167.38%
$23.09 - $42.09 $313K - $570K
21.7K $552K
Activity Summary
Buys All Purchases 324 New Holdings 59 Increased Positions 265 Sells All Sells 221 Reductions 221 Sold out 0 Options Calls 0 Puts 0
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