Visionary Wealth Advisors Reduced Holdings in Q3 2025

Visionary Wealth Advisors

  • $1.96 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FSK
Fs Kkr Capital Corp

Financial Services
-5.12K
- 12.96%
$14.93 - $22.48 $76.4K - $115K
34.4K $513K
CRWD
Crowd Strike Holdings, Inc.

Technology
-510
- 20.66%
$412.46 - $514.1 $210K - $262K
1.96K $960K
CNC
Centene Corp

Healthcare
-2.31K
- 22.64%
$25.21 - $56.65 $58.2K - $131K
7.88K $281K
FCX
Freeport Mcmoran Inc

Basic Materials
-5.35K
- 41.75%
$35.34 - $47.21 $189K - $253K
7.47K $292K
TTD
Trade Desk, Inc.

Technology
-485
- 4.79%
$43.93 - $89.76 $21.3K - $43.5K
9.63K $472K
WFC
Wells Fargo & Company

Financial Services
-3.36K
- 35.97%
$77.05 - $85.16 $259K - $286K
5.98K $500K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-8.77K
- 10.35%
$53.81 - $57.52 $472K - $504K
75.9K $4.37M
ZWS
Zurn Water Solutions Corp

Industrials
-11.4K
- 38.9%
$36.48 - $47.94 $417K - $548K
18K $844K
ET
Energy Transfer LP

Energy
-2.98K
- 1.7%
$17.11 - $18.16 $50.9K - $54.1K
172K $2.96M
IHDG
Wisdomtree Tr

ETFs
-5.72K
- 13.85%
$43.81 - $46.31 $251K - $265K
35.6K $1.64M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
-7.3K
- 24.13%
$26.05 - $27.27 $190K - $199K
22.9K $617K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.88K
- 7.93%
$49.78 - $50.75 $193K - $197K
45.1K $2.28M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-3.04K
- 19.12%
$49.34 - $53.96 $150K - $164K
12.9K $672K
PM
Philip Morris International Inc.

Consumer Defensive
-297
- 5.14%
$157.77 - $183.27 $46.9K - $54.4K
5.48K $889K
OXY
Occidental Petroleum Corp

Energy
-5.27K
- 29.8%
$42.54 - $48.1 $224K - $253K
12.4K $586K
CI
Cigna Corp

Healthcare
-112
- 4.03%
$262.23 - $334.39 $29.4K - $37.5K
2.66K $767K
SYLD
Cambria Shareholder Yld ETF

ETFs
-5.14K
- 8.67%
$63.93 - $70.45 $329K - $362K
54.2K $3.72M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-4.6K
- 24.22%
$56.05 - $67.13 $258K - $309K
14.4K $965K
VIS
Vanguard Industrial ETF

ETFs
-628
- 15.0%
$281.0 - $296.29 $176K - $186K
3.56K $1.05M
T
At&T Inc.

Communication Services
-2.93K
- 6.23%
$26.94 - $29.62 $78.9K - $86.7K
44K $1.24M
CMCSA
Comcast Corp

Communication Services
-1.72K
- 19.77%
$31.41 - $36.33 $54K - $62.5K
6.98K $219K
IWM
Ishares Russell 2000 ETF

ETFs
-1.78K
- 13.57%
$214.92 - $244.84 $381K - $435K
11.3K $2.73M
MAR
Marriott International Inc

Consumer Cyclical
-236
- 17.46%
$255.35 - $282.87 $60.3K - $66.8K
1.12K $290K
IFRA
Ishares Tr

ETFs
-2.71K
- 15.22%
$49.77 - $52.82 $135K - $143K
15.1K $796K
DRI
Darden Restaurants Inc

Consumer Cyclical
-185
- 11.82%
$184.73 - $220.27 $34.2K - $40.7K
1.38K $262K
FV
First Trust Dorsey Wright Focu

ETFs
-1.87K
- 12.96%
$59.23 - $62.14 $111K - $116K
12.6K $777K
OKE
Oneok Inc

Energy
-182
- 2.86%
$71.36 - $83.47 $13K - $15.2K
6.19K $451K
SJM
J M Smucker CO

Consumer Defensive
-958
- 26.87%
$102.24 - $113.2 $97.9K - $108K
2.61K $283K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-711
- 9.94%
$91.44 - $91.77 $65K - $65.2K
6.44K $590K
PRU
Prudential Financial Inc

Financial Services
-475
- 10.44%
$100.68 - $109.89 $47.8K - $52.2K
4.07K $422K
SJNK
Spdr Bloomberg Short Term High

ETFs
-3.17K
- 2.09%
$25.28 - $25.63 $80.2K - $81.3K
149K $3.8M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-814
- 9.16%
$46.51 - $50.07 $37.9K - $40.8K
8.08K $379K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
-3K
- 12.99%
$7.55 - $9.06 $22.7K - $27.2K
20.1K $152K
IBM
International Business Machines Corp

Technology
-53
- 1.68%
$234.77 - $292.47 $12.4K - $15.5K
3.1K $874K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-600
- 12.58%
$81.76 - $86.36 $49.1K - $51.8K
4.17K $353K
VFVA
Vanguard Wellington Fd U S Val

ETFs
-1.15K
- 10.39%
$116.21 - $129.7 $134K - $150K
9.95K $1.27M
AEE
Ameren Corp

Utilities
-1.41K
- 11.18%
$95.0 - $104.38 $134K - $147K
11.2K $1.17M
F
Ford Motor CO

Consumer Cyclical
-6.12K
- 21.94%
$10.82 - $12.09 $66.3K - $74K
21.8K $260K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.31K
- 5.13%
$40.94 - $42.85 $53.5K - $56K
24.2K $1.02M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.08K
- 7.83%
$339.37 - $366.46 $367K - $396K
12.7K $4.65M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-146
- 3.4%
$60.9 - $70.75 $8.89K - $10.3K
4.15K $259K
ITW
Illinois Tool Works Inc

Industrials
-163
- 15.64%
$252.31 - $269.41 $41.1K - $43.9K
879 $229K
CEG
Constellation Energy Corp

Utilities
-100
- 12.03%
$298.82 - $354.89 $29.9K - $35.5K
731 $240K
XLV
Select Sector Spdr Fund Health

ETFs
-386
- 6.22%
$129.01 - $139.72 $49.8K - $53.9K
5.82K $810K
PANW
Palo Alto Networks Inc

Technology
-115
- 3.73%
$167.06 - $208.19 $19.2K - $23.9K
2.97K $603K
KKR
Kkr & Co. Inc.

Financial Services
-20
- 0.28%
$129.95 - $152.16 $2.6K - $3.04K
7.16K $930K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-645
- 11.25%
$64.75 - $69.05 $41.8K - $44.5K
5.09K $350K
MPLX
Mplx LP

Energy
-276
- 4.71%
$49.42 - $52.71 $13.6K - $14.5K
5.59K $279K
EFG
Msci Eafe Growth ETF

ETFs
-528
- 2.53%
$106.99 - $114.46 $56.5K - $60.4K
20.3K $2.32M
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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