Visionary Wealth Advisors Purchases in Q3 2024

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
3.37K
New
$56.11 - $67.61 $189K - $228K
3.37K $210K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.97K
New
$63.46 - $71.43 $188K - $212K
2.97K $210K
DELL
Dell Technologies Inc.

Technology
1.77K
New
$87.89 - $145.97 $155K - $258K
1.77K $209K
APD
Air Products & Chemicals, Inc.

Basic Materials
705
New
$247.34 - $300.11 $174K - $212K
705 $209K
VV
Vanguard Large Cap ETF

ETFs
796
New
$236.92 - $263.4 $189K - $210K
796 $209K
URA
Global X Uranium ETF

ETFs
7.85K
+ 15.65%
$23.18 - $31.26 $182K - $245K
58K $1.66M
QDEF
Flexshares Quality Div Defensi

ETFs
2.88K
New
$65.13 - $71.51 $187K - $206K
2.88K $205K
BAR
Granite Shares Gold Trust

ETFs
7.86K
New
$23.01 - $26.37 $181K - $207K
7.86K $204K
VXF
Vanguard Extended Market ETF

ETFs
1.12K
New
$163.98 - $182.92 $183K - $205K
1.12K $203K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
377
+ 1.79%
$72.52 - $82.35 $27.3K - $31K
21.5K $1.76M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
6.67K
New
$28.28 - $30.21 $189K - $201K
6.67K $201K
VTI
Vanguard Total Stock Market Et

ETFs
262
+ 3.27%
$255.18 - $283.2 $66.9K - $74.2K
8.28K $2.34M
CVX
Chevron Corp

Energy
5.79K
+ 8.12%
$137.88 - $161.97 $798K - $937K
77.1K $11.3M
VNQ
Vanguard Specialized Funds Van

ETFs
281
+ 2.27%
$82.97 - $98.97 $23.3K - $27.8K
12.7K $1.23M
HYLS
First Tr Tactical High Yield L

ETFs
686
+ 0.58%
$40.54 - $42.23 $27.8K - $29K
120K $5.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
82
+ 0.49%
$105.53 - $118.34 $8.65K - $9.7K
16.7K $1.95M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
544
+ 2.13%
$33.89 - $41.64 $18.4K - $22.7K
26.1K $1.04M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.35K
+ 8.47%
$96.3 - $106.49 $130K - $144K
17.3K $1.81M
ABT
Abbott Laboratories

Healthcare
1.08K
+ 23.84%
$100.07 - $118.13 $108K - $128K
5.62K $640K
EFG
Msci Eafe Growth ETF

ETFs
544
+ 2.62%
$96.84 - $108.77 $52.7K - $59.2K
21.3K $2.29M
INDA
Ishares Msci India Index Fund

ETFs
2.23K
+ 17.21%
$54.86 - $59.22 $122K - $132K
15.2K $889K
BX
Blackstone Inc.

Financial Services
55
+ 1.04%
$120.77 - $159.66 $6.64K - $8.78K
5.33K $815K
NEM
Newmont Corp

Basic Materials
292
+ 2.29%
$41.65 - $55.85 $12.2K - $16.3K
13K $697K
KKR
Kkr & Co. Inc.

Financial Services
3
+ 0.05%
$104.51 - $133.23 $314 - $400
6.44K $840K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
5.47K
+ 15.95%
$28.82 - $30.15 $158K - $165K
39.8K $1.16M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
61
+ 0.05%
$47.95 - $49.61 $2.92K - $3.03K
115K $5.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
148
+ 0.36%
$61.11 - $67.85 $9.04K - $10K
41.5K $2.82M
SIVR
Abrdn Silver ETF Trust

ETFs
4.49K
+ 50.47%
$25.48 - $30.77 $114K - $138K
13.4K $398K
IBM
International Business Machines Corp

Technology
126
+ 4.97%
$175.1 - $223.38 $22.1K - $28.1K
2.66K $588K
GAA
Cambria Global Asset Allocatio

ETFs
3.68K
+ 11.22%
$28.14 - $29.95 $104K - $110K
36.5K $1.08M
VEU
Vanguard Ftse All World Ex Us

ETFs
737
+ 3.18%
$56.47 - $63.69 $41.6K - $46.9K
23.9K $1.51M
JNK
Spdr Bloomberg High Yield Bond

ETFs
186
+ 0.51%
$93.65 - $97.81 $17.4K - $18.2K
36.4K $3.56M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.93K
+ 46.12%
$59.25 - $65.33 $115K - $126K
6.12K $397K
ITOT
Ishares Core S&P Total U.S. St

ETFs
644
+ 7.04%
$113.41 - $125.62 $73K - $80.9K
9.79K $1.23M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
349
+ 2.04%
$71.9 - $79.86 $25.1K - $27.9K
17.5K $1.39M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
775
+ 22.47%
$211.47 - $281.27 $164K - $218K
4.22K $1.04M
JPEM
Jp Morgan Diversified Return

ETFs
1.7K
+ 11.76%
$52.23 - $56.96 $88.9K - $96.9K
16.2K $915K
ALL
Allstate Corp

Financial Services
15
+ 0.35%
$158.43 - $192.86 $2.38K - $2.89K
4.35K $824K
VOT
Vanguard Mid Cap Growth Index

ETFs
68
+ 0.86%
$218.05 - $243.47 $14.8K - $16.6K
8.02K $1.95M
TAXF
American Centy ETF Tr Diversif

ETFs
862
+ 1.12%
$50.16 - $51.43 $43.2K - $44.3K
78.1K $4.01M
AUSF
Global X Fds Adaptive U S Fact

ETFs
2.1K
+ 18.78%
$39.51 - $42.7 $82.8K - $89.5K
13.3K $565K
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.49K
+ 31.18%
$25.36 - $28.37 $88.4K - $98.9K
14.7K $412K
UNH
Unitedhealth Group Inc

Healthcare
53
+ 4.73%
$488.01 - $604.18 $25.9K - $32K
1.17K $686K
MINO
Pimco ETF Tr Municipal Income

ETFs
1.67K
+ 3.23%
$45.07 - $46.16 $75.3K - $77.1K
53.4K $2.47M
COPX
Global X Copper Miners ETF

ETFs
1.46K
+ 7.09%
$38.58 - $48.4 $56.5K - $70.9K
22.1K $1.04M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
475
+ 2.29%
$41.9 - $48.26 $19.9K - $22.9K
21.2K $1.02M
DUK
Duke Energy Corp

Utilities
102
+ 1.64%
$99.35 - $117.71 $10.1K - $12K
6.32K $728K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.11%
$801.83 - $917.05 $2.41K - $2.75K
2.78K $2.46M
NFLX
Netflix Inc

Communication Services
101
+ 10.86%
$598.55 - $722.26 $60.5K - $72.9K
1.03K $731K
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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