Visionary Wealth Advisors New Holdings in Q3 2025

Visionary Wealth Advisors

  • $1.96 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
120K
New
$39.93 - $42.72 $4.8M - $5.14M
120K $5.14M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
37.7K
New
$67.52 - $76.75 $2.55M - $2.9M
37.7K $2.83M
GII
Spdr S&P Global Infrasture ETF

ETFs
35.2K
New
$66.35 - $69.9 $2.34M - $2.46M
35.2K $2.45M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
19.4K
New
$95.22 - $96.21 $1.85M - $1.87M
19.4K $1.87M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
11.1K
New
$64.17 - $68.19 $715K - $760K
11.1K $758K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
15.8K
New
$46.45 - $47.42 $735K - $751K
15.8K $749K
AIQ
Global X Funds Global X Artifi

ETFs
13.2K
New
$43.2 - $49.66 $572K - $657K
13.2K $653K
EEM
Ishares Msci Emerging Markets

ETFs
12.1K
New
$48.07 - $53.4 $582K - $647K
12.1K $646K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
8.46K
New
N/A
8.46K $630K
AVDV
American Centy ETF Tr Avantis

ETFs
6.96K
New
$79.24 - $89.03 $551K - $619K
6.96K $619K
M
Macy'S, Inc.

Consumer Cyclical
20K
New
$11.9 - $18.17 $238K - $363K
20K $358K
FTNT
Fortinet, Inc.

Technology
4K
New
$74.39 - $107.65 $298K - $431K
4K $336K
MCHI
Ishares Msci China ETF

ETFs
4.87K
New
$54.58 - $65.85 $266K - $321K
4.87K $320K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.08K
New
$138.08 - $151.2 $287K - $314K
2.08K $313K
AGQ
Pro Shares Trust Ii

ETFs
3.95K
New
$47.2 - $76.88 $187K - $304K
3.95K $301K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.99K
New
$58.97 - $60.36 $294K - $301K
4.99K $299K
LEN
Lennar Corp

Consumer Cyclical
2.32K
New
$107.73 - $142.4 $250K - $331K
2.32K $292K
DAX
Global X Fds Dax Germany ETF

ETFs
5.76K
New
$43.16 - $45.98 $248K - $265K
5.76K $257K
PAYX
Paychex Inc

Industrials
2K
New
$126.69 - $147.99 $253K - $296K
2K $253K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
12.4K
New
$19.57 - $19.98 $244K - $249K
12.4K $247K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
5.18K
New
$40.04 - $45.11 $207K - $234K
5.18K $229K
NEM
Newmont Corp

Basic Materials
2.71K
New
$57.35 - $85.25 $155K - $231K
2.71K $228K
TMUS
T Mobile Us, Inc.

Communication Services
940
New
$226.02 - $259.01 $212K - $243K
940 $225K
SLV
I Shares Silver Trust

ETFs
5.31K
New
$32.73 - $42.5 $174K - $226K
5.31K $224K
SPG
Simon Property Group Inc

Real Estate
1.19K
New
$159.93 - $187.67 $190K - $222K
1.19K $222K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.22K
New
$94.17 - $99.95 $209K - $222K
2.22K $222K
D
Dominion Energy, Inc

Utilities
3.53K
New
$56.32 - $62.1 $199K - $219K
3.53K $215K
MOD
Modine Manufacturing CO

Consumer Cyclical
1.49K
New
$90.02 - $158.57 $134K - $236K
1.49K $211K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.67K
New
$111.55 - $125.05 $186K - $209K
1.67K $208K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.88K
New
$22.9 - $23.58 $203K - $209K
8.88K $208K
FVD
First Tr Value Line Divid Inde

ETFs
4.48K
New
$44.73 - $46.86 $200K - $210K
4.48K $207K
HGER
Harbor ETF Tr All Weather Infl
7.9K
New
$24.26 - $25.91 $192K - $205K
7.9K $203K
UAMY
United States Antimony Corp

Basic Materials
26.2K
New
$1.97 - $7.3 $51.6K - $191K
26.2K $162K
VRT
Vertiv Holdings CO

Industrials
1.73K
New
N/A
1.73K $150K
AGNC
Agnc Investment Corp.

Real Estate
14.2K
New
$9.2 - $10.37 $131K - $148K
14.2K $139K
Pgim ETF Tr
30.1K
New
N/A
30.1K $0
Volatility Shs Tr
11.5K
New
N/A
11.5K $0
Tidal Trust Iii
11.5K
New
N/A
11.5K $0
Themes ETF Tr
2.77K
New
N/A
2.77K $0
Victory Portfolios Ii
12.9K
New
N/A
12.9K $0
Proshares Tr
11.9K
New
N/A
11.9K $0
ALCC
Alt C Acquisition Corp.

Financial Services
2.35K
New
N/A
2.35K $0
Bitwise Ethereum ETF
11K
New
N/A
11K $0
Capital Group Dividend Growe
5.82K
New
N/A
5.82K $0
CGMU
Capital Group Core Plus Income
101K
New
N/A
101K $0
Celestica Inc
973
New
N/A
973 $0
ETF Opportunities Trust
19.5K
New
N/A
19.5K $0
QTUM
ETF Ser Solutions Defiance Qua
2.12K
New
N/A
2.12K $0
Advisors Inner Circle Fd Iii
121K
New
N/A
121K $0
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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