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
SPYG
Spdr Portfolio

ETFs
107
+ 0.74%
$81.74 - $91.38 $8.75K - $9.78K
14.6K $1.28M
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.26K
+ 29.02%
$25.61 - $28.0 $109K - $119K
18.9K $489K
DELL
Dell Technologies Inc.

Technology
704
+ 39.86%
$111.96 - $144.21 $78.8K - $102K
2.47K $284K
OKE
Oneok Inc

Energy
132
+ 2.13%
$92.28 - $117.05 $12.2K - $15.5K
6.32K $634K
VST
Vistra Corp.

Utilities
172
+ 7.35%
$115.74 - $166.61 $19.9K - $28.7K
2.51K $346K
DE
Deere & CO

Industrials
136
+ 12.83%
$389.45 - $466.0 $53K - $63.4K
1.2K $506K
SHEN
Shenandoah Telecommunications CO

Communication Services
8.36K
+ 29.47%
$12.42 - $15.58 $104K - $130K
36.7K $462K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
5.44K
+ 12.34%
$26.01 - $28.19 $141K - $153K
49.5K $1.29M
FMBH
First Mid Bancshares, Inc.

Financial Services
2.94K
+ 11.68%
$36.82 - $43.25 $108K - $127K
28.1K $1.04M
ISRG
Intuitive Surgical Inc

Healthcare
42
+ 4.65%
$471.27 - $550.62 $19.8K - $23.1K
945 $493K
MCK
Mckesson Corp

Healthcare
1
+ 0.19%
$482.27 - $628.5 $482 - $629
526 $299K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
2.11K
+ 4.9%
$45.73 - $47.09 $96.4K - $99.3K
45.1K $2.08M
ITOT
Ishares Core S&P Total U.S. St

ETFs
64
+ 0.65%
$124.26 - $134.12 $7.95K - $8.58K
9.86K $1.27M
ABNB
Airbnb, Inc.

Consumer Cyclical
167
+ 5.89%
$125.36 - $147.37 $20.9K - $24.6K
3K $394K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
299
+ 1.73%
$103.6 - $112.52 $31K - $33.6K
17.6K $1.85M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
1.61K
+ 5.84%
$20.05 - $20.15 $32.3K - $32.5K
29.2K $587K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
163
+ 3.22%
$58.39 - $67.04 $9.52K - $10.9K
5.23K $331K
IVW
Ishares S&P 500 Growth ETF

ETFs
14
+ 0.28%
$94.43 - $105.47 $1.32K - $1.48K
5.01K $508K
MLPX
Global X Mlp & Energy Infrastr

ETFs
25
+ 0.54%
$54.89 - $64.32 $1.37K - $1.61K
4.67K $282K
VV
Vanguard Large Cap ETF

ETFs
89
+ 11.18%
$260.27 - $280.65 $23.2K - $25K
885 $238K
EFSC
Enterprise Financial Services Corp

Financial Services
2
+ 0.04%
$49.0 - $61.38 $98 - $123
5.23K $294K
IWV
Ishares Russell 3000 ETF

ETFs
10
+ 0.32%
$323.08 - $349.08 $3.23K - $3.49K
3.17K $1.06M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
490
+ 2.94%
$113.92 - $127.38 $55.8K - $62.4K
17.2K $1.98M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.4K
+ 11.85%
$75.1 - $82.99 $256K - $282K
32.1K $2.43M
RWL
Invesco Exchange Traded Fd Tr

ETFs
267
+ 4.29%
$97.11 - $104.1 $25.9K - $27.8K
6.49K $635K
FTGC
First Trust Global Tactical CO

ETFs
772
+ 2.33%
$23.23 - $24.25 $17.9K - $18.7K
33.9K $810K
JMEE
J P Morgan Exchange Traded Fd

ETFs
601
+ 2.78%
$60.1 - $66.4 $36.1K - $39.9K
22.2K $1.34M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
44
+ 7.47%
$563.99 - $620.12 $24.8K - $27.3K
633 $360K
HYGV
Flexshares Tr High Yield Value

ETFs
920
+ 6.89%
$40.53 - $41.51 $37.3K - $38.2K
14.3K $580K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
186
+ 3.8%
$126.68 - $134.74 $23.6K - $25.1K
5.09K $648K
BOTZ
Global X Fds

ETFs
661
+ 7.13%
$31.11 - $34.18 $20.6K - $22.6K
9.93K $317K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
76
+ 0.43%
$78.43 - $87.17 $5.96K - $6.62K
17.6K $1.41M
JNUG
Direxion Shs ETF Tr Daily Jr G

ETFs
2.85K
+ 36.02%
$35.7 - $60.11 $102K - $171K
10.8K $392K
MPLX
Mplx LP

Energy
27
+ 0.54%
$43.77 - $51.66 $1.18K - $1.39K
5K $239K
FENY
Fidelity Covington Tr Msci Ene

ETFs
844
+ 4.02%
$23.14 - $26.91 $19.5K - $22.7K
21.8K $520K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.21K
+ 4.55%
$23.29 - $23.93 $28.1K - $28.8K
27.7K $650K
MARA
Marathon Digital Holdings, Inc.

Financial Services
517
+ 3.05%
N/A
17.5K $394K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.18K
+ 13.47%
$37.12 - $41.23 $80.9K - $89.9K
18.4K $681K
ACN
Accenture PLC

Technology
26
+ 3.46%
$343.9 - $376.86 $8.94K - $9.8K
778 $273K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
241
+ 1.12%
$17.93 - $18.8 $4.32K - $4.53K
21.8K $397K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
601
+ 3.32%
$89.9 - $100.66 $54K - $60.5K
18.7K $1.69M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
356
+ 1.66%
$80.18 - $88.79 $28.5K - $31.6K
21.8K $1.76M
RSP
Invesco S&P 500 Equal Weight E

ETFs
165
+ 2.61%
$174.22 - $187.62 $28.7K - $31K
6.49K $1.14M
GAA
Cambria Global Asset Allocatio

ETFs
1.45K
+ 3.97%
$28.43 - $29.66 $41.1K - $42.9K
37.9K $1.08M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3
+ 0.05%
$63.58 - $71.15 $191 - $213
6.13K $398K
SHV
Ishares Tr

ETFs
15
+ 0.78%
$109.92 - $110.57 $1.65K - $1.66K
1.93K $212K
American Centy ETF Tr
27.4K
+ 246.88%
N/A
38.5K $0
Vaneck Bitcoin ETF
883
+ 11.5%
N/A
8.56K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11
+ 0.25%
$61.68 - $67.87 $678 - $747
4.38K $272K
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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