Visionary Wealth Advisors Incresed Positions in Q3 2025

Visionary Wealth Advisors

  • $1.96 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.7K
+ 28.01%
$39.8 - $42.86 $825K - $888K
94.7K $4.05M
WMT
Walmart Inc.

Consumer Defensive
1.5K
+ 0.88%
$94.4 - $104.27 $142K - $157K
171K $17.6M
DFAX
Dimensional ETF Tr
22.8K
+ 15.31%
$29.25 - $31.56 $667K - $720K
172K $5.39M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.81K
+ 33.05%
$108.46 - $120.63 $738K - $821K
27.4K $3.26M
ORCL
Oracle Corp

Technology
105
+ 0.69%
$218.96 - $328.33 $23K - $34.5K
15.4K $4.34M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
7.36K
+ 13.06%
$63.92 - $70.83 $470K - $521K
63.7K $4.49M
VB
Vanguard Small Cap ETF

ETFs
889
+ 2.58%
$237.58 - $259.17 $211K - $230K
35.3K $8.98M
NEE
Nextera Energy Inc

Utilities
1.24K
+ 1.09%
$69.77 - $77.54 $86.5K - $96.1K
115K $8.71M
PEP
Pepsico Inc

Consumer Defensive
1.68K
+ 2.78%
$133.81 - $152.16 $225K - $256K
62.1K $8.72M
XOM
Exxon Mobil Corp

Energy
1.4K
+ 1.25%
$105.83 - $117.22 $148K - $164K
113K $12.8M
APP
App Lovin Corp

Technology
424
+ 54.29%
$335.1 - $718.54 $142K - $305K
1.21K $865K
AMZN
Amazon Com Inc

Consumer Cyclical
2.61K
+ 3.25%
$211.65 - $238.24 $552K - $621K
82.9K $18.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.64K
+ 3.81%
$27.61 - $29.15 $238K - $252K
235K $6.85M
UNH
Unitedhealth Group Inc

Healthcare
866
+ 10.68%
$237.77 - $353.61 $206K - $306K
8.98K $3.1M
IGF
Ishares Global Infrastructure

ETFs
6.82K
+ 10.3%
$58.29 - $61.43 $397K - $419K
73K $4.46M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.46K
+ 0.5%
$28.15 - $30.13 $41.1K - $44K
295K $8.74M
MINO
Pimco ETF Tr Municipal Income

ETFs
9.4K
+ 16.52%
$43.6 - $45.33 $410K - $426K
66.3K $3M
C
Citigroup Inc

Financial Services
3.84K
+ 79.18%
$85.57 - $103.49 $328K - $397K
8.69K $881K
IDEV
Ishares Core Msci Intl Develop

ETFs
5.5K
+ 91.04%
$74.68 - $80.26 $411K - $441K
11.5K $924K
XLU
Utilities Sector Spdr

ETFs
4.81K
+ 68.29%
$81.14 - $87.32 $390K - $420K
11.9K $1.03M
SPYG
Spdr Portfolio

ETFs
2.87K
+ 16.86%
$94.33 - $105.31 $271K - $302K
19.9K $2.08M
HOOD
Robinhood Markets, Inc.

Technology
1.16K
+ 20.68%
$91.27 - $143.18 $106K - $166K
6.78K $970K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.4K
+ 23.58%
$70.77 - $73.59 $382K - $397K
28.3K $2.07M
USRT
Ishares Core U.S. Reit ETF

ETFs
4.71K
+ 6.39%
$55.64 - $59.37 $262K - $280K
78.4K $4.61M
VST
Vistra Corp.

Utilities
2.19K
+ 73.17%
$182.0 - $217.92 $398K - $477K
5.18K $1.01M
CAT
Caterpillar Inc

Industrials
355
+ 12.54%
$390.92 - $477.15 $139K - $169K
3.19K $1.52M
GLDM
World Gold Trust

ETFs
1.2K
+ 4.3%
$64.73 - $76.45 $77.8K - $91.9K
29.1K $2.23M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.45K
+ 21.55%
$87.07 - $93.06 $301K - $321K
19.5K $1.78M
DGRO
Ishares Core Dividend Growth E

ETFs
549
+ 0.65%
$64.12 - $68.08 $35.2K - $37.4K
85K $5.79M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
4.27K
+ 4.76%
$46.97 - $48.89 $201K - $209K
94.1K $4.6M
URA
Global X Uranium ETF

ETFs
1.92K
+ 5.97%
$36.45 - $50.4 $69.9K - $96.7K
34K $1.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
55
+ 0.79%
$617.65 - $666.84 $34K - $36.7K
7.05K $4.69M
SO
Southern CO

Utilities
702
+ 0.71%
$90.83 - $96.0 $63.8K - $67.4K
99.2K $9.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
363
+ 7.62%
$224.68 - $282.71 $81.6K - $103K
5.13K $1.43M
MCD
Mcdonalds Corp

Consumer Cyclical
921
+ 15.28%
$291.67 - $316.99 $269K - $292K
6.95K $2.11M
VPU
Vanguard Utilities ETF

ETFs
162
+ 0.67%
$175.25 - $189.41 $28.4K - $30.7K
24.3K $4.61M
VKTX
Viking Therapeutics, Inc.

Healthcare
13.6K
+ 167.38%
$23.09 - $42.09 $313K - $570K
21.7K $552K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.01K
+ 10.25%
$39.37 - $44.24 $158K - $177K
43.1K $1.89M
ISCG
Ishares Morningstar Small Cap

ETFs
5.11K
+ 51.78%
$49.84 - $55.14 $255K - $282K
15K $814K
COIN
Coinbase Global, Inc.

Technology
996
+ 77.69%
$297.99 - $419.78 $297K - $418K
2.28K $768K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.97K
+ 38.04%
$132.9 - $142.03 $262K - $280K
7.16K $1.01M
SIL
Global X Silver Miners ETF

ETFs
3.01K
+ 69.91%
$47.34 - $71.63 $143K - $216K
7.32K $524K
VBK
Vanguard Small Cap Growth ETF

ETFs
663
+ 11.71%
$276.51 - $305.12 $183K - $202K
6.33K $1.88M
NSC
Norfolk Southern Corp

Industrials
212
+ 3.81%
$259.49 - $300.41 $55K - $63.7K
5.77K $1.73M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.75K
+ 1.56%
$26.38 - $27.95 $98.9K - $105K
245K $6.68M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
579
+ 5.65%
$50.79 - $76.4 $29.4K - $44.2K
10.8K $827K
IEFA
Ishares Tr

ETFs
1.06K
+ 2.04%
$81.7 - $87.53 $86.4K - $92.6K
53K $4.63M
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.58K
+ 13.95%
$59.5 - $62.99 $272K - $288K
37.4K $2.35M
UPS
United Parcel Service Inc

Industrials
18.3K
+ 25.67%
$82.58 - $105.54 $1.51M - $1.93M
89.5K $7.47M
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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