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
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
18.8K
+ 46.2%
$21.42 - $22.58 $402K - $424K
59.4K $1.27M
META
Meta Platforms, Inc.

Communication Services
319
+ 3.47%
$554.08 - $632.68 $177K - $202K
9.5K $5.6M
CRM
Salesforce, Inc.

Technology
427
+ 13.18%
$270.87 - $367.87 $116K - $157K
3.67K $1.23M
NOW
Service Now, Inc.

Technology
48
+ 2.96%
$867.18 - $1148.42 $41.6K - $55.1K
1.67K $1.77M
AVIG
American Centy ETF Tr Avantis

ETFs
14.1K
+ 10.76%
$40.48 - $42.48 $570K - $598K
145K $5.88M
DFIV
Dimensional ETF Tr

ETFs
16.9K
+ 13.73%
$34.86 - $37.97 $589K - $642K
140K $4.97M
V
Visa Inc.

Financial Services
252
+ 5.32%
$273.87 - $320.91 $69K - $80.9K
4.99K $1.58M
NFLX
Netflix Inc

Communication Services
89
+ 8.63%
$687.65 - $936.56 $61.2K - $83.4K
1.12K $998K
MO
Altria Group, Inc.

Consumer Defensive
631
+ 0.36%
$49.06 - $57.74 $31K - $36.4K
175K $9.14M
DFAX
Dimensional ETF Tr
20.4K
+ 16.98%
$24.76 - $27.04 $506K - $552K
141K $3.5M
SJNK
Spdr Bloomberg Short Term High

ETFs
11.7K
+ 11.12%
$25.09 - $25.69 $293K - $300K
117K $2.95M
SCHX
Schwab Strategic Tr Us Large C

ETFs
90.4K
+ 217.69%
$22.4 - $68.28 $2.03M - $6.18M
132K $3.06M
IP
International Paper CO

Consumer Cyclical
1.08K
+ 2.99%
$46.64 - $59.57 $50.1K - $64K
37K $1.99M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
929
+ 3.52%
$442.29 - $483.08 $411K - $449K
27.3K $12.4M
AEM
Agnico Eagle Mines LTD

Basic Materials
3.83K
+ 13.56%
$75.99 - $88.85 $291K - $340K
32K $2.51M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
13.3K
+ 6.81%
$19.8 - $20.06 $264K - $267K
209K $4.15M
RDVY
First Trust Rising Dividend Ac

ETFs
3.95K
+ 8.4%
$58.65 - $64.37 $232K - $254K
51K $3.01M
SVOL
Simplify ETF Simplify Volatili

ETFs
15.8K
+ 17.88%
$20.4 - $21.93 $321K - $345K
104K $2.16M
OXY
Occidental Petroleum Corp

Energy
5.33K
+ 26.88%
$45.36 - $55.91 $242K - $298K
25.1K $1.24M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
8.88K
+ 4.52%
$40.26 - $42.88 $358K - $381K
205K $8.31M
T
At&T Inc.

Communication Services
8.45K
+ 24.12%
$21.22 - $23.88 $179K - $202K
43.5K $989K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.76K
+ 53.18%
$89.97 - $98.59 $159K - $174K
5.08K $482K
BALT
Innovator Etfs Tr
3.53K
+ 3.14%
$30.76 - $31.55 $109K - $111K
116K $3.65M
AUSF
Global X Fds Adaptive U S Fact

ETFs
4.45K
+ 33.6%
$41.71 - $45.09 $186K - $201K
17.7K $743K
APO
Apollo Global Management, Inc.

Financial Services
328
+ 10.81%
$131.36 - $178.61 $43.1K - $58.6K
3.36K $555K
LLY
Eli Lilly & CO

Healthcare
471
+ 28.0%
$727.2 - $932.06 $343K - $439K
2.15K $1.66M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
954
+ 2.77%
$72.18 - $81.41 $68.9K - $77.7K
35.4K $2.67M
GS
Goldman Sachs Group Inc

Financial Services
157
+ 17.74%
$486.1 - $608.57 $76.3K - $95.5K
1.04K $596K
MS
Morgan Stanley

Financial Services
68
+ 1.04%
$104.42 - $134.99 $7.1K - $9.18K
6.6K $829K
ET
Energy Transfer LP

Energy
197
+ 0.58%
$16.05 - $19.86 $3.16K - $3.91K
34.4K $673K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
1.15K
+ 1.26%
$43.97 - $45.33 $50.6K - $52.2K
92.1K $4.14M
HYG
Ishares Tr

ETFs
1.81K
+ 16.61%
$78.09 - $80.04 $141K - $145K
12.7K $997K
TTD
Trade Desk, Inc.

Technology
294
+ 2.68%
$108.7 - $139.51 $32K - $41K
11.3K $1.32M
IWM
Ishares Russell 2000 ETF

ETFs
530
+ 4.1%
$216.13 - $242.4 $115K - $128K
13.5K $2.97M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.13K
+ 71.64%
$64.18 - $70.42 $137K - $150K
5.1K $328K
KKR
Kkr & Co. Inc.

Financial Services
31
+ 0.48%
$129.87 - $162.87 $4.03K - $5.05K
6.47K $956K
RJF
Raymond James Financial Inc

Financial Services
1
+ 0.03%
$123.0 - $170.1 $123 - $170
3.45K $536K
COIN
Coinbase Global, Inc.

Technology
67
+ 5.01%
$163.17 - $343.62 $10.9K - $23K
1.4K $348K
COP
Conocophillips

Energy
1.39K
+ 29.95%
$95.12 - $114.72 $133K - $160K
6.05K $599K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
1.49K
+ 1.76%
$31.36 - $32.75 $46.6K - $48.7K
85.9K $2.77M
ORCC
Owl Rock Capital Corp

Financial Services
7.71K
+ 27.62%
N/A
35.6K $477K
FEMB
First Tr ETF Emerging Markets

ETFs
8.36K
+ 22.02%
$25.98 - $28.92 $217K - $242K
46.3K $1.2M
PANW
Palo Alto Networks Inc

Technology
1.63K
+ 128.3%
$181.96 - $405.9 $297K - $662K
2.9K $528K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
199
+ 10.1%
$417.69 - $450.94 $83.1K - $89.7K
2.17K $923K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.47K
+ 8.22%
$77.86 - $79.27 $114K - $116K
19.3K $1.51M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
234
+ 12.99%
$172.07 - $207.36 $40.3K - $48.5K
2.04K $401K
IEMG
Ishares Inc

ETFs
1.65K
+ 12.4%
N/A
14.9K $800K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.34K
+ 3.42%
$86.65 - $94.9 $116K - $127K
40.4K $3.51M
RF
Regions Financial Corp

Financial Services
3.39K
+ 26.98%
$22.45 - $27.47 $76.1K - $93.1K
16K $375K
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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