Visionary Wealth Advisors Purchases in Q3 2025

Visionary Wealth Advisors

  • $1.96 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CG
Carlyle Group Inc.

Financial Services
2
+ 0.03%
$52.82 - $69.35 $106 - $139
6.26K $392K
O
Realty Income Corp

Real Estate
860
+ 15.54%
$56.13 - $60.79 $48.3K - $52.3K
6.39K $388K
APO
Apollo Global Management, Inc.

Financial Services
810
+ 17.69%
$131.55 - $156.05 $107K - $126K
5.39K $718K
JNK
Spdr Bloomberg High Yield Bond

ETFs
639
+ 7.99%
$96.22 - $98.19 $61.5K - $62.7K
8.64K $846K
ALL
Allstate Corp

Financial Services
13
+ 0.27%
$192.0 - $214.65 $2.5K - $2.79K
4.88K $1.05M
COST
Costco Wholesale Corp

Consumer Defensive
256
+ 9.67%
$915.95 - $994.57 $234K - $255K
2.9K $2.69M
NKE
Nike, Inc.

Consumer Cyclical
1.05K
+ 19.37%
$69.24 - $79.24 $72.5K - $83K
6.45K $449K
LNG
Cheniere Energy, Inc.

Energy
329
+ 20.13%
$222.68 - $244.28 $73.3K - $80.4K
1.96K $461K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
1.81K
+ 5.29%
N/A
35.9K $1.11M
USB
Us Bancorp \De\

Financial Services
143
+ 0.94%
$43.94 - $50.41 $6.28K - $7.21K
15.4K $743K
AVMU
American Centy ETF Travantis C

ETFs
295
+ 0.62%
$43.91 - $45.71 $13K - $13.5K
47.7K $2.18M
RF
Regions Financial Corp

Financial Services
300
+ 1.88%
$24.03 - $27.41 $7.21K - $8.22K
16.3K $428K
IVW
Ishares S&P 500 Growth ETF

ETFs
17
+ 0.36%
$108.97 - $121.65 $1.85K - $2.07K
4.73K $570K
BP
Bp PLC

Energy
9
+ 0.08%
$30.25 - $35.69 $272 - $321
10.8K $373K
BOTZ
Global X Fds

ETFs
534
+ 5.19%
$32.14 - $35.96 $17.2K - $19.2K
10.8K $383K
MPC
Marathon Petroleum Corp

Energy
17
+ 1.06%
$158.59 - $198.69 $2.7K - $3.38K
1.62K $311K
JPIB
Jpmorgan International Bond Op

ETFs
862
+ 13.47%
$48.32 - $49.13 $41.7K - $42.4K
7.26K $356K
VPN
Global X Fds Data Ctr Reits &

ETFs
2.83K
+ 2.64%
N/A
110K $1.75M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
425
+ 11.78%
$60.01 - $65.01 $25.5K - $27.6K
4.03K $262K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.05K
+ 9.52%
$16.46 - $17.1 $33.8K - $35.1K
23.6K $401K
IQLT
Ishares Msci Intl Quality Fact

ETFs
455
+ 2.18%
$41.43 - $44.2 $18.9K - $20.1K
21.3K $941K
ENB
Enbridge Inc

Energy
25
+ 0.34%
$43.79 - $50.46 $1.09K - $1.26K
7.36K $371K
ARCC
Ares Capital Corp

Financial Services
2.78K
+ 22.46%
$20.41 - $23.25 $56.7K - $64.6K
15.1K $309K
IP
International Paper CO

Consumer Cyclical
1.13K
+ 3.1%
$45.32 - $55.68 $51.2K - $62.9K
37.6K $1.75M
ETN
Eaton Corp PLC

Industrials
7
+ 0.39%
$342.99 - $392.76 $2.4K - $2.75K
1.8K $671K
AZN
Astrazeneca PLC

Healthcare
21
+ 0.51%
$68.72 - $82.11 $1.44K - $1.72K
4.14K $317K
XLI
Industrial Sector Spdr

ETFs
83
+ 5.03%
$147.94 - $154.99 $12.3K - $12.9K
1.73K $267K
TLT
Ishares Barclays 20+ Year Trea

ETFs
185
+ 3.87%
$85.01 - $90.35 $15.7K - $16.7K
4.96K $443K
FDX
Fedex Corp

Industrials
41
+ 3.16%
$217.1 - $243.2 $8.9K - $9.97K
1.34K $315K
VV
Vanguard Large Cap ETF

ETFs
5
+ 0.62%
$285.05 - $309.14 $1.43K - $1.55K
816 $251K
ADI
Analog Devices Inc

Technology
49
+ 5.56%
$220.68 - $255.63 $10.8K - $12.5K
931 $228K
IEMG
Ishares Inc

ETFs
286
+ 1.94%
N/A
15K $805K
PDI
Pimco Dynamic Income Fund

Financial Services
31
+ 0.26%
$18.85 - $20.07 $584 - $622
11.9K $235K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
7
+ 0.23%
$72.91 - $77.23 $510 - $541
3.04K $232K
SFNC
Simmons First National Corp

Financial Services
67
+ 0.59%
$18.71 - $21.16 $1.25K - $1.42K
11.4K $217K
Tidal Trust I
54K
+ 80.02%
N/A
121K $0
Tidal Trust Ii
1.76K
+ 1.2%
N/A
148K $0
Tidal Trust Ii
2.91K
+ 8.4%
N/A
37.5K $0
Themes ETF Tr
2.77K
New
N/A
2.77K $0
Tidal Trust Ii
1.48K
+ 12.33%
N/A
13.4K $0
Tidal Trust Ii
1.98K
+ 6.94%
N/A
30.4K $0
Tidal Trust Ii
1.98K
+ 8.14%
N/A
26.3K $0
Tidal Trust Ii
865
+ 4.98%
N/A
18.2K $0
Tidal Trust Ii
1.91K
+ 7.12%
N/A
28.6K $0
Tidal Trust Ii
6.74K
+ 26.99%
N/A
31.7K $0
Tidal Trust Ii
4.55K
+ 33.94%
N/A
17.9K $0
Tidal Trust Iii
11.5K
New
N/A
11.5K $0
Volatility Shs Tr
11.5K
New
N/A
11.5K $0
American Centy ETF Tr
6.48K
+ 5.5%
N/A
124K $0
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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