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
NOBL
Proshares S&P 500 Dividend Ari

ETFs
6
+ 0.24%
$99.2 - $108.47 $595 - $651
2.54K $252K
VFVA
Vanguard Wellington Fd U S Val

ETFs
53
+ 0.45%
$117.34 - $130.02 $6.22K - $6.89K
11.8K $1.39M
ORCL
Oracle Corp

Technology
140
+ 1.21%
$165.41 - $192.43 $23.2K - $26.9K
11.7K $1.95M
PDI
Pimco Dynamic Income Fund

Financial Services
53
+ 0.46%
$18.33 - $20.85 $971 - $1.11K
11.5K $211K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
162K
+ 208.29%
$26.93 - $84.95 $4.35M - $13.7M
239K $6.54M
SIVR
Abrdn Silver ETF Trust

ETFs
144
+ 1.08%
$27.61 - $33.22 $3.98K - $4.78K
13.5K $373K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.97K
+ 4.41%
$39.3 - $41.34 $156K - $164K
94.1K $3.71M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
316
+ 4.99%
$64.85 - $73.04 $20.5K - $23.1K
6.64K $434K
ROAM
Hartford Multifactor Emerging

ETFs
923
+ 5.34%
$22.81 - $25.56 $21.1K - $23.6K
18.2K $415K
VNQ
Vanguard Specialized Funds Van

ETFs
882
+ 6.96%
$87.85 - $98.6 $77.5K - $87K
13.6K $1.21M
FTCS
First Trust Capital Strength E

ETFs
855
+ 2.45%
$87.62 - $94.03 $74.9K - $80.4K
35.8K $3.15M
GE
General Electric CO

Industrials
9
+ 0.62%
$159.95 - $194.23 $1.44K - $1.75K
1.46K $243K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.24K
+ 3.65%
$98.47 - $109.35 $220K - $245K
63.6K $6.26M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
736
+ 1.92%
$12.1 - $13.52 $8.91K - $9.95K
39.1K $478K
MPC
Marathon Petroleum Corp

Energy
1
+ 0.06%
$131.65 - $174.84 $132 - $175
1.7K $236K
MELI
Mercadolibre Inc

Consumer Cyclical
103
+ 16.69%
$1666.0 - $2117.3 $172K - $218K
720 $1.22M
INDA
Ishares Msci India Index Fund

ETFs
932
+ 6.13%
$52.64 - $58.16 $49.1K - $54.2K
16.1K $848K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
293
+ 0.51%
$49.79 - $51.14 $14.6K - $15K
58.3K $2.92M
STZ
Constellation Brands, Inc.

Consumer Defensive
36
+ 2.44%
$219.66 - $257.62 $7.91K - $9.27K
1.51K $334K
VEA
Vanguard Ftse Developed Market

ETFs
6.29K
+ 9.0%
$47.57 - $52.44 $299K - $330K
76.2K $3.64M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
374
+ 3.9%
$89.81 - $104.0 $33.6K - $38.9K
9.97K $897K
VTV
Vanguard Value ETF

ETFs
1.82K
+ 2.65%
$168.32 - $181.87 $306K - $331K
70.5K $11.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
583
+ 2.75%
$44.04 - $49.49 $25.7K - $28.9K
21.8K $960K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
243
+ 0.82%
$68.01 - $70.67 $16.5K - $17.2K
29.9K $2.04M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.3K
+ 92.12%
$22.63 - $47.53 $302K - $634K
27.8K $631K
CI
Cigna Corp

Healthcare
512
+ 18.01%
$265.59 - $358.58 $136K - $184K
3.36K $926K
HYLS
First Tr Tactical High Yield L

ETFs
269
+ 0.22%
$41.29 - $42.03 $11.1K - $11.3K
120K $4.95M
SOXL
Direxion Daily Semiconductor B

ETFs
613
+ 6.8%
$26.3 - $40.82 $16.1K - $25K
9.63K $263K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
725
+ 1.76%
$43.84 - $48.76 $31.8K - $35.4K
42K $1.85M
URA
Global X Uranium ETF

ETFs
1.28K
+ 2.21%
$26.78 - $33.46 $34.3K - $42.9K
59.3K $1.59M
JPIE
J P Morgan Exchange Traded Fd
2.47K
+ 1.01%
$45.59 - $46.25 $112K - $114K
247K $11.3M
GNR
Spdr S&P Global Natural Resour

ETFs
461
+ 3.37%
$48.67 - $58.43 $22.4K - $26.9K
14.1K $704K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
410
+ 0.47%
$51.58 - $52.91 $21.1K - $21.7K
87.7K $4.53M
SCHP
Schwab Strategic Us Tips ETF

ETFs
37.8K
+ 98.56%
$25.74 - $53.78 $973K - $2.03M
76.2K $1.97M
MRK
Merck & Co., Inc.

Healthcare
697
+ 5.87%
$96.31 - $114.76 $67.1K - $80K
12.6K $1.25M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.62K
+ 3.23%
$90.42 - $94.5 $237K - $248K
83.8K $7.58M
VEU
Vanguard Ftse All World Ex Us

ETFs
348
+ 1.46%
$57.29 - $63.1 $19.9K - $22K
24.3K $1.39M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
185K
+ 195.09%
$27.54 - $83.04 $5.1M - $15.4M
280K $7.77M
CVX
Chevron Corp

Energy
125
+ 0.16%
$141.15 - $162.53 $17.6K - $20.3K
77.2K $11.2M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
114
+ 0.32%
$70.1 - $76.53 $7.99K - $8.72K
35.7K $2.52M
HD
Home Depot, Inc.

Consumer Cyclical
426
+ 1.59%
$385.02 - $431.37 $164K - $184K
27.2K $10.6M
PFE
Pfizer Inc

Healthcare
7.96K
+ 3.77%
$24.8 - $30.19 $197K - $240K
219K $5.8M
AMD
Advanced Micro Devices Inc

Technology
568
+ 6.12%
$118.88 - $172.8 $67.5K - $98.2K
9.85K $1.19M
SCHV
Schwab Strategic Tr Us Large C

ETFs
136K
+ 185.36%
$25.79 - $80.4 $3.5M - $10.9M
209K $5.45M
HTRB
Hartford Fds Total Return Bd E

ETFs
1.41K
+ 0.44%
$33.33 - $35.01 $47K - $49.4K
323K $10.8M
AVDE
American Centy ETF Tr Avantis

ETFs
1.57K
+ 1.42%
$60.9 - $66.69 $95.8K - $105K
112K $6.9M
SJM
J M Smucker CO

Consumer Defensive
870
+ 1.46%
$106.92 - $121.75 $93K - $106K
60.6K $6.68M
KO
Coca Cola CO

Consumer Defensive
6.08K
+ 5.99%
$61.74 - $71.71 $376K - $436K
108K $6.7M
ULBI
Ultralife Corp

Industrials
188K
+ 17.06%
$7.18 - $9.61 $1.35M - $1.81M
1.29M $9.39M
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
Track This Portfolio

Track Visionary Wealth Advisors Portfolio

Follow Visionary Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email