Visionary Wealth Advisors Purchases in Q3 2025

Visionary Wealth Advisors

  • $1.96 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWP
Ishares Russell Mid Cap Growth

ETFs
1.14K
+ 20.12%
$137.51 - $145.26 $157K - $166K
6.81K $969K
GS
Goldman Sachs Group Inc

Financial Services
105
+ 9.64%
$696.56 - $806.32 $73.1K - $84.7K
1.19K $950K
XLF
Financial Sector Spdr

ETFs
1.65K
+ 2.76%
$51.37 - $54.25 $84.9K - $89.7K
61.5K $3.31M
DELL
Dell Technologies Inc.

Technology
54
+ 0.61%
$120.96 - $141.77 $6.53K - $7.66K
8.94K $1.27M
VZ
Verizon Communications Inc

Communication Services
408
+ 0.19%
$40.84 - $45.06 $16.7K - $18.4K
219K $9.61M
UAMY
United States Antimony Corp

Basic Materials
26.2K
New
$1.97 - $7.3 $51.6K - $191K
26.2K $162K
ROL
Rollins Inc

Consumer Cyclical
585
+ 1.07%
$55.05 - $58.74 $32.2K - $34.4K
55.2K $3.24M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.08K
+ 30.28%
$68.94 - $86.3 $74.7K - $93.5K
4.66K $402K
VRT
Vertiv Holdings CO

Industrials
1.73K
New
N/A
1.73K $150K
SVOL
Simplify ETF Simplify Volatili

ETFs
12.4K
+ 6.54%
$16.48 - $19.27 $204K - $238K
201K $3.63M
BX
Blackstone Inc.

Financial Services
226
+ 4.4%
$152.77 - $188.68 $34.5K - $42.6K
5.37K $916K
CRDO
Credo Technology Group Holding LTD

Technology
129
+ 5.64%
$87.59 - $172.31 $11.3K - $22.2K
2.42K $351K
AGNC
Agnc Investment Corp.

Real Estate
14.2K
New
$9.2 - $10.37 $131K - $148K
14.2K $139K
VT
Vanguard Total World Stk Index

ETFs
852
+ 36.09%
$128.41 - $138.03 $109K - $118K
3.21K $442K
CMBS
Ishares Cmbs ETF

ETFs
2.54K
+ 35.95%
$48.14 - $49.26 $122K - $125K
9.62K $472K
ITA
Ishares Tr

ETFs
458
+ 29.42%
$184.73 - $209.26 $84.6K - $95.8K
2.02K $421K
AOM
Ishares Tr Core Moderate Alloc

ETFs
2.4K
+ 30.32%
$45.4 - $47.61 $109K - $114K
10.3K $491K
LLY
Eli Lilly & CO

Healthcare
268
+ 5.6%
$625.65 - $812.69 $168K - $218K
5.05K $3.86M
AOA
Ishares Tr Core Aggressive All

ETFs
313
+ 1.59%
$82.71 - $88.14 $25.9K - $27.6K
20K $1.77M
MRK
Merck & Co., Inc.

Healthcare
438
+ 2.57%
$77.6 - $87.37 $34K - $38.3K
17.5K $1.47M
ITOT
Ishares Core S&P Total U.S. St

ETFs
41
+ 0.39%
$135.0 - $146.02 $5.54K - $5.99K
10.6K $1.55M
UBER
Uber Technologies, Inc

Technology
751
+ 8.24%
$86.91 - $99.57 $65.3K - $74.8K
9.86K $966K
BA
Boeing CO

Industrials
207
+ 1.84%
$209.79 - $237.38 $43.4K - $49.1K
11.4K $2.47M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
18.6K
+ 5.65%
$12.11 - $12.64 $225K - $235K
348K $4.3M
CGGO
Capital Group Global Growth Eq

ETFs
2.68K
+ 27.19%
$31.71 - $34.17 $85K - $91.6K
12.5K $428K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
5.44K
+ 34.16%
$20.18 - $20.7 $110K - $113K
21.4K $439K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
1.84K
+ 15.8%
$61.99 - $65.47 $114K - $121K
13.5K $871K
MGV
Vanguard Mega Cap Value

ETFs
413
+ 5.09%
$129.46 - $137.85 $53.5K - $56.9K
8.52K $1.17M
AOR
Ishares Tr Core Growth Allocat

ETFs
184
+ 0.53%
$60.99 - $64.39 $11.2K - $11.8K
35.1K $2.26M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
10.1K
+ 33.52%
$14.94 - $16.82 $151K - $170K
40.2K $600K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
95
+ 5.66%
$275.84 - $326.36 $26.2K - $31K
1.77K $578K
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.84K
+ 6.37%
$30.76 - $33.01 $56.6K - $60.8K
30.8K $1.01M
FSMD
Fidelity Covington Tr Small Mi

ETFs
748
+ 2.5%
$41.29 - $44.71 $30.9K - $33.4K
30.7K $1.35M
SOFI
So Fi Technologies, Inc.

Financial Services
168
+ 1.35%
$17.64 - $29.81 $2.96K - $5.01K
12.6K $333K
V
Visa Inc.

Financial Services
668
+ 7.4%
$332.09 - $358.86 $222K - $240K
9.69K $3.31M
CGUS
Capital Group Core Equity ETF
1.6K
+ 10.25%
$36.89 - $39.72 $58.9K - $63.4K
17.2K $679K
UTG
Reaves Utility Income Fund

Financial Services
1.6K
+ 13.73%
$35.81 - $39.62 $57.2K - $63.2K
13.2K $523K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
1.43K
+ 43.77%
$62.57 - $69.12 $89.4K - $98.8K
4.69K $319K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.19K
+ 23.11%
$70.85 - $76.96 $84.5K - $91.7K
6.35K $482K
IWV
Ishares Russell 3000 ETF

ETFs
7
+ 0.22%
$351.04 - $379.81 $2.46K - $2.66K
3.2K $1.21M
SHEN
Shenandoah Telecommunications CO

Communication Services
7.21K
+ 25.59%
$11.88 - $15.7 $85.6K - $113K
35.4K $474K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.89K
+ 33.71%
$22.36 - $22.52 $87K - $87.6K
15.4K $347K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.79K
+ 31.42%
$22.84 - $22.95 $86.6K - $87K
15.9K $364K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.71K
+ 31.46%
$23.29 - $23.38 $86.4K - $86.7K
15.5K $362K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
44
+ 0.24%
$136.48 - $142.97 $6.01K - $6.29K
18.1K $2.53M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.86K
+ 15.53%
$26.44 - $27.1 $75.7K - $77.6K
21.3K $573K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.02%
$148.97 - $165.88 $149 - $166
5.8K $954K
QUAL
Ishares Msci Usa Quality Facto

ETFs
41
+ 0.68%
$182.33 - $194.5 $7.48K - $7.97K
6.06K $1.18M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
705
+ 0.69%
$39.58 - $40.74 $27.9K - $28.7K
103K $4.16M
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
Track This Portfolio

Track Visionary Wealth Advisors Portfolio

Follow Visionary Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email