Visionary Wealth Advisors New Holdings in Q4 2024

Visionary Wealth Advisors

  • $1.62 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
67.8K
New
$76.72 - $82.83 $5.2M - $5.61M
67.8K $5.23M
XSMO
Invesco S&P Smallcap Momentum

ETFs
64.7K
New
$65.08 - $73.72 $4.21M - $4.77M
64.7K $4.28M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
152K
New
$25.33 - $27.57 $3.86M - $4.2M
152K $3.95M
AEIS
Advanced Energy Industries Inc

Industrials
11.5K
New
$101.71 - $122.72 $1.17M - $1.41M
11.5K $1.33M
NSC
Norfolk Southern Corp

Industrials
5.56K
New
$230.6 - $277.0 $1.28M - $1.54M
5.56K $1.3M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
14.5K
New
$63.64 - $71.85 $925K - $1.04M
14.5K $931K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
12.9K
New
$68.62 - $82.57 $887K - $1.07M
12.9K $887K
PSC
Principal ETF U.S. Small Cap M

ETFs
15K
New
$50.76 - $56.6 $763K - $851K
15K $771K
IFRA
Ishares Tr

ETFs
15.4K
New
$45.94 - $51.71 $709K - $798K
15.4K $713K
FPE
First Tr Pfd Secs & Income ETF

ETFs
35.4K
New
$17.65 - $18.18 $625K - $644K
35.4K $627K
BWX
Spdr Bloomberg International T

ETFs
25.2K
New
$21.39 - $23.3 $540K - $588K
25.2K $540K
PAVE
Global X Fds Us Infrastructure

ETFs
9.8K
New
$40.41 - $45.95 $396K - $450K
9.8K $396K
JHMM
John Hancock Multifactor Mid C

ETFs
6.08K
New
$59.61 - $64.8 $362K - $394K
6.08K $362K
ARCC
Ares Capital Corp

Financial Services
12.6K
New
$20.74 - $22.27 $262K - $281K
12.6K $276K
CGGR
Capital Group Growth ETF Shs C

ETFs
7.21K
New
$34.49 - $39.24 $249K - $283K
7.21K $268K
MRVL
Marvell Technology, Inc.

Technology
2.32K
New
$70.31 - $124.78 $163K - $290K
2.32K $256K
SHOP
Shopify Inc.

Technology
2.31K
New
$78.14 - $119.49 $181K - $276K
2.31K $246K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
13.6K
New
$15.9 - $17.05 $217K - $233K
13.6K $226K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
4.39K
New
$50.81 - $51.59 $223K - $226K
4.39K $224K
UTG
Reaves Utility Income Fund

Financial Services
6.77K
New
$30.81 - $34.99 $209K - $237K
6.77K $214K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.04K
New
$63.19 - $73.31 $192K - $223K
3.04K $208K
BNOV
Innovator U.S. Equity Buffer E

ETFs
5.14K
New
$38.08 - $39.98 $196K - $206K
5.14K $201K
SILV
Silver Crest Metals Inc.

Basic Materials
14.7K
New
$8.92 - $11.65 $131K - $171K
14.7K $133K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
11.1K
New
$12.1 - $13.76 $134K - $152K
11.1K $133K
Amplify ETF Tr
38.3K
New
N/A
38.3K $0
Tidal ETF Tr
24.4K
New
N/A
24.4K $0
Proshares Tr Ii
18.7K
New
N/A
18.7K $0
Astera Labs Inc
1.59K
New
N/A
1.59K $0
Arista Networks Inc
4.81K
New
N/A
4.81K $0
Pimco ETF Tr
2.39K
New
N/A
2.39K $0
Blackrock Inc
289
New
N/A
289 $0
Capital Group Core Balanced
9.31K
New
N/A
9.31K $0
Fidelity Wise Origin Bitcoin
2.74K
New
N/A
2.74K $0
JPHY
Jp Morgan High Yield Research

ETFs
31.6K
New
N/A
31.6K $0
Goldman Sachs ETF Tr
12.4K
New
N/A
12.4K $0
Goldman Sachs ETF Tr
12K
New
N/A
12K $0
Innovator Etfs Trust
16.9K
New
N/A
16.9K $0
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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