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
IYW
Ishares Dj Us Tech ETF

ETFs
335
+ 3.47%
$171.38 - $197.01 $57.4K - $66K
9.99K $1.96M
HUBB
Hubbell Inc

Industrials
612
+ 100.82%
$410.51 - $450.93 $251K - $276K
1.22K $524K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.23K
+ 11.82%
$78.96 - $80.04 $255K - $259K
30.6K $2.44M
AXP
American Express CO

Financial Services
759
+ 56.1%
$294.27 - $342.31 $223K - $260K
2.11K $701K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.97K
+ 106.04%
$79.76 - $85.78 $237K - $255K
5.77K $488K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
10.9K
+ 31.02%
$22.63 - $23.3 $247K - $255K
46.2K $1.07M
TXN
Texas Instruments Inc

Technology
1.25K
+ 11.07%
N/A
12.5K $2.44M
DBND
Doubleline ETF Tr Opportunisti

ETFs
3.86K
+ 2.17%
$45.57 - $46.76 $176K - $180K
182K $8.45M
JHMM
John Hancock Multifactor Mid C

ETFs
2.9K
+ 33.07%
$61.22 - $65.26 $178K - $189K
11.7K $754K
VGT
Vanguard Information Technolog

ETFs
84
+ 4.57%
$656.44 - $753.15 $55.1K - $63.3K
1.92K $1.43M
IAU
Ishares Gold Trust

ETFs
1.96K
+ 32.83%
$61.62 - $72.77 $121K - $142K
7.91K $575K
SIVR
Abrdn Silver ETF Trust

ETFs
2.17K
+ 22.95%
$34.34 - $44.62 $74.7K - $97K
11.6K $518K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
31
+ 0.08%
$82.96 - $95.7 $2.57K - $2.97K
38.4K $3.45M
ADBE
Adobe Inc.

Technology
630
+ 63.77%
$333.65 - $392.1 $210K - $247K
1.62K $570K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
1.93K
+ 9.25%
$32.29 - $38.12 $62.2K - $73.4K
22.7K $866K
BAC
Bank Of America Corp

Financial Services
64
+ 0.15%
$44.92 - $52.42 $2.87K - $3.35K
42.7K $2.2M
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
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
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
INTC
Intel Corp

Technology
475
+ 4.0%
$19.31 - $35.5 $9.17K - $16.9K
12.4K $414K
CRDO
Credo Technology Group Holding LTD

Technology
129
+ 5.64%
$87.59 - $172.31 $11.3K - $22.2K
2.42K $351K
VT
Vanguard Total World Stk Index

ETFs
852
+ 36.09%
$128.41 - $138.03 $109K - $118K
3.21K $442K
ITA
Ishares Tr

ETFs
458
+ 29.42%
$184.73 - $209.26 $84.6K - $95.8K
2.02K $421K
CMBS
Ishares Cmbs ETF

ETFs
2.54K
+ 35.95%
$48.14 - $49.26 $122K - $125K
9.62K $472K
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
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
MRK
Merck & Co., Inc.

Healthcare
438
+ 2.57%
$77.6 - $87.37 $34K - $38.3K
17.5K $1.47M
UBER
Uber Technologies, Inc

Technology
751
+ 8.24%
$86.91 - $99.57 $65.3K - $74.8K
9.86K $966K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
18.6K
+ 5.65%
$12.11 - $12.64 $225K - $235K
348K $4.3M
BA
Boeing CO

Industrials
207
+ 1.84%
$209.79 - $237.38 $43.4K - $49.1K
11.4K $2.47M
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
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
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
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
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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