Visionary Wealth Advisors Purchases in Q3 2025

Visionary Wealth Advisors

  • $1.96 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTNT
Fortinet, Inc.

Technology
4K
New
$74.39 - $107.65 $298K - $431K
4K $336K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.01K
+ 10.25%
$39.37 - $44.24 $158K - $177K
43.1K $1.89M
ISCG
Ishares Morningstar Small Cap

ETFs
5.11K
+ 51.78%
$49.84 - $55.14 $255K - $282K
15K $814K
MCHI
Ishares Msci China ETF

ETFs
4.87K
New
$54.58 - $65.85 $266K - $321K
4.87K $320K
COIN
Coinbase Global, Inc.

Technology
996
+ 77.69%
$297.99 - $419.78 $297K - $418K
2.28K $768K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.97K
+ 38.04%
$132.9 - $142.03 $262K - $280K
7.16K $1.01M
SIL
Global X Silver Miners ETF

ETFs
3.01K
+ 69.91%
$47.34 - $71.63 $143K - $216K
7.32K $524K
VBK
Vanguard Small Cap Growth ETF

ETFs
663
+ 11.71%
$276.51 - $305.12 $183K - $202K
6.33K $1.88M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.08K
New
$138.08 - $151.2 $287K - $314K
2.08K $313K
NSC
Norfolk Southern Corp

Industrials
212
+ 3.81%
$259.49 - $300.41 $55K - $63.7K
5.77K $1.73M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.99K
New
$58.97 - $60.36 $294K - $301K
4.99K $299K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.75K
+ 1.56%
$26.38 - $27.95 $98.9K - $105K
245K $6.68M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
579
+ 5.65%
$50.79 - $76.4 $29.4K - $44.2K
10.8K $827K
IEFA
Ishares Tr

ETFs
1.06K
+ 2.04%
$81.7 - $87.53 $86.4K - $92.6K
53K $4.63M
LEN
Lennar Corp

Consumer Cyclical
2.32K
New
$107.73 - $142.4 $250K - $331K
2.32K $292K
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.58K
+ 13.95%
$59.5 - $62.99 $272K - $288K
37.4K $2.35M
UPS
United Parcel Service Inc

Industrials
18.3K
+ 25.67%
$82.58 - $105.54 $1.51M - $1.93M
89.5K $7.47M
IYW
Ishares Dj Us Tech ETF

ETFs
335
+ 3.47%
$171.38 - $197.01 $57.4K - $66K
9.99K $1.96M
HUBB
Hubbell Inc

Industrials
612
+ 100.82%
$410.51 - $450.93 $251K - $276K
1.22K $524K
AXP
American Express CO

Financial Services
759
+ 56.1%
$294.27 - $342.31 $223K - $260K
2.11K $701K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.23K
+ 11.82%
$78.96 - $80.04 $255K - $259K
30.6K $2.44M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.97K
+ 106.04%
$79.76 - $85.78 $237K - $255K
5.77K $488K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
10.9K
+ 31.02%
$22.63 - $23.3 $247K - $255K
46.2K $1.07M
DAX
Global X Fds Dax Germany ETF

ETFs
5.76K
New
$43.16 - $45.98 $248K - $265K
5.76K $257K
PAYX
Paychex Inc

Industrials
2K
New
$126.69 - $147.99 $253K - $296K
2K $253K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
12.4K
New
$19.57 - $19.98 $244K - $249K
12.4K $247K
TXN
Texas Instruments Inc

Technology
1.25K
+ 11.07%
N/A
12.5K $2.44M
DBND
Doubleline ETF Tr Opportunisti

ETFs
3.86K
+ 2.17%
$45.57 - $46.76 $176K - $180K
182K $8.45M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
5.18K
New
$40.04 - $45.11 $207K - $234K
5.18K $229K
NEM
Newmont Corp

Basic Materials
2.71K
New
$57.35 - $85.25 $155K - $231K
2.71K $228K
TMUS
T Mobile Us, Inc.

Communication Services
940
New
$226.02 - $259.01 $212K - $243K
940 $225K
SLV
I Shares Silver Trust

ETFs
5.31K
New
$32.73 - $42.5 $174K - $226K
5.31K $224K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.22K
New
$94.17 - $99.95 $209K - $222K
2.22K $222K
SPG
Simon Property Group Inc

Real Estate
1.19K
New
$159.93 - $187.67 $190K - $222K
1.19K $222K
JHMM
John Hancock Multifactor Mid C

ETFs
2.9K
+ 33.07%
$61.22 - $65.26 $178K - $189K
11.7K $754K
VGT
Vanguard Information Technolog

ETFs
84
+ 4.57%
$656.44 - $753.15 $55.1K - $63.3K
1.92K $1.43M
D
Dominion Energy, Inc

Utilities
3.53K
New
$56.32 - $62.1 $199K - $219K
3.53K $215K
MOD
Modine Manufacturing CO

Consumer Cyclical
1.49K
New
$90.02 - $158.57 $134K - $236K
1.49K $211K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.67K
New
$111.55 - $125.05 $186K - $209K
1.67K $208K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.88K
New
$22.9 - $23.58 $203K - $209K
8.88K $208K
FVD
First Tr Value Line Divid Inde

ETFs
4.48K
New
$44.73 - $46.86 $200K - $210K
4.48K $207K
DE
Deere & CO

Industrials
596
+ 46.49%
$457.26 - $524.37 $273K - $313K
1.88K $858K
IAU
Ishares Gold Trust

ETFs
1.96K
+ 32.83%
$61.62 - $72.77 $121K - $142K
7.91K $575K
HGER
Harbor ETF Tr All Weather Infl
7.9K
New
$24.26 - $25.91 $192K - $205K
7.9K $203K
SIVR
Abrdn Silver ETF Trust

ETFs
2.17K
+ 22.95%
$34.34 - $44.62 $74.7K - $97K
11.6K $518K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
31
+ 0.08%
$82.96 - $95.7 $2.57K - $2.97K
38.4K $3.45M
ADBE
Adobe Inc.

Technology
630
+ 63.77%
$333.65 - $392.1 $210K - $247K
1.62K $570K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
1.93K
+ 9.25%
$32.29 - $38.12 $62.2K - $73.4K
22.7K $866K
BAC
Bank Of America Corp

Financial Services
64
+ 0.15%
$44.92 - $52.42 $2.87K - $3.35K
42.7K $2.2M
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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