Visionary Wealth Advisors Incresed Positions in Q4 2024

Visionary Wealth Advisors

  • $1.62 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.57M
+ 474.49%
$25.93 - $105.3 $40.7M - $165M
1.9M $53M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
328K
+ 659.14%
$51.09 - $55.27 $16.7M - $18.1M
377K $19.3M
PAR
Par Technology Corp

Technology
43.4K
+ 12.94%
$49.67 - $81.14 $2.16M - $3.52M
379K $27.5M
PWR
Quanta Services, Inc.

Industrials
19.6K
+ 14.97%
$296.05 - $346.6 $5.8M - $6.79M
150K $47.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
71.3K
+ 101.18%
$100.22 - $100.73 $7.14M - $7.18M
142K $14.2M
AVGO
Broadcom Inc.

Technology
59
+ 0.08%
$159.67 - $250.0 $9.42K - $14.8K
72K $16.7M
CSPI
Csp Inc

Technology
103K
+ 15.44%
$12.42 - $18.49 $1.27M - $1.9M
767K $12.7M
CSCO
Cisco Systems, Inc.

Technology
22.9K
+ 6.22%
$52.45 - $60.02 $1.2M - $1.38M
392K $23.2M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
162K
+ 1025.1%
$24.31 - $49.53 $3.93M - $8M
177K $4.32M
AMZN
Amazon Com Inc

Consumer Cyclical
6.94K
+ 13.45%
$180.88 - $232.93 $1.26M - $1.62M
58.6K $12.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
55.2K
+ 57.97%
$44.87 - $46.86 $2.48M - $2.59M
150K $6.75M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
92.3K
+ 340.9%
$21.43 - $22.55 $1.98M - $2.08M
119K $2.57M
MSFT
Microsoft Corp

Technology
6.25K
+ 6.64%
$406.35 - $454.46 $2.54M - $2.84M
100K $42.4M
NVDA
Nvidia Corp

Technology
4.39K
+ 4.86%
$117.0 - $148.88 $514K - $654K
94.7K $12.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.82K
+ 15.75%
$521.84 - $558.82 $1.47M - $1.58M
20.7K $11.2M
EPD
Enterprise Products Partners L.P.

Energy
53.3K
+ 476.44%
$28.66 - $34.43 $1.53M - $1.84M
64.5K $2.02M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
45.8K
+ 14.03%
$33.92 - $36.6 $1.55M - $1.68M
373K $12.9M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
14.5K
+ 798.95%
$115.08 - $119.55 $1.67M - $1.73M
16.3K $1.89M
MSTR
Microstrategy Inc

Technology
2.35K
+ 37.79%
$162.69 - $473.83 $382K - $1.11M
8.57K $2.48M
EMR
Emerson Electric CO

Industrials
6.52K
+ 16.54%
$108.13 - $134.33 $705K - $876K
46K $5.7M
AVLV
American Centy ETF Tr Avantis
9.92K
+ 2.27%
$65.51 - $71.22 $650K - $707K
446K $29.8M
VIG
Vanguard Dividend Appreciation

ETFs
5.62K
+ 8.45%
N/A
72.1K $13.1M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
963
+ 2.44%
$47.29 - $84.74 $45.5K - $81.6K
40.4K $3.01M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
42.5K
+ 19.44%
$11.18 - $13.68 $476K - $582K
261K $3.32M
PLTR
Palantir Technologies Inc.

Technology
1.1K
+ 5.16%
$36.46 - $82.38 $40.1K - $90.7K
22.4K $1.7M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
4.03K
+ 73.7%
$170.03 - $192.78 $685K - $776K
9.49K $1.75M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
11.2K
+ 304.55%
$65.67 - $69.79 $739K - $785K
14.9K $1M
VB
Vanguard Small Cap ETF

ETFs
2.84K
+ 12.68%
$233.76 - $261.58 $663K - $742K
25.2K $6.06M
CLOI
Vaneck ETF Tr

ETFs
14.2K
+ 43.32%
$52.7 - $53.15 $749K - $755K
47K $2.48M
DFAT
Dimensional ETF Tr U S Target

ETFs
13.1K
+ 5.55%
$54.54 - $61.04 $714K - $799K
249K $13.9M
VPU
Vanguard Utilities ETF

ETFs
4.45K
+ 70.13%
$160.52 - $179.11 $714K - $797K
10.8K $1.76M
QQQ
Invesco Qqq Trust, Series 1

ETFs
866
+ 9.32%
$481.22 - $538.17 $417K - $466K
10.2K $5.19M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
52.4K
+ 54.4%
$12.74 - $14.23 $668K - $746K
149K $1.93M
GOOG
Alphabet Inc.

Communication Services
1.08K
+ 5.97%
$163.08 - $198.16 $175K - $213K
19.1K $3.63M
JEPI
J P Morgan Exchange Traded Fd

ETFs
18.5K
+ 8.18%
$57.53 - $60.83 $1.07M - $1.13M
245K $14.1M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
14.1K
+ 24.01%
$47.98 - $49.47 $675K - $695K
72.6K $3.51M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
16.4K
+ 16.45%
$40.38 - $44.35 $664K - $729K
116K $4.77M
DISV
Dimensional ETF Tr Dimensional

ETFs
24K
+ 110.48%
$26.18 - $28.77 $629K - $691K
45.8K $1.22M
AVMU
American Centy ETF Travantis C

ETFs
12.9K
+ 69.44%
$45.75 - $46.94 $589K - $604K
31.4K $1.45M
NSSC
Napco Security Technologies, Inc

Industrials
53.3K
+ 19.53%
$34.51 - $42.2 $1.84M - $2.25M
326K $11.6M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
19.4K
+ 4.59%
$40.97 - $42.66 $795K - $828K
442K $18.3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.2K
+ 19.6%
$48.33 - $49.08 $588K - $597K
74.3K $3.6M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
5.66K
+ 13.55%
$55.58 - $62.6 $314K - $354K
47.4K $2.85M
TAXF
American Centy ETF Tr Diversif

ETFs
12K
+ 15.37%
$49.94 - $51.44 $599K - $617K
90.1K $4.52M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
20.3K
+ 96.34%
$26.16 - $28.82 $530K - $584K
41.3K $1.08M
FMB
First Tr Exchange Traded Fd Ii

ETFs
10.5K
+ 17.79%
$50.62 - $52.07 $534K - $549K
69.8K $3.56M
MA
Mastercard Inc

Financial Services
479
+ 9.45%
$491.3 - $536.15 $235K - $257K
5.55K $2.92M
IWY
Ishares Tr Russell 200 Growth

ETFs
676
+ 4.04%
$216.72 - $244.71 $147K - $165K
17.4K $4.1M
FSK
Fs Kkr Capital Corp

Financial Services
14.1K
+ 37.48%
$19.71 - $22.22 $278K - $313K
51.8K $1.12M
Activity Summary
Buys All Purchases 300 New Holdings 38 Increased Positions 262 Sells All Sells 199 Reductions 199 Sold out 0 Options Calls 0 Puts 0
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