Visionary Wealth Advisors Portfolio Holdings
Q3 2025•578 long positions•$2.1B portfolio value
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Holding612 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $104.2M 4.9% | +$654.7K Bought | 0.003% 409.3K shares | 406.7K → 409.3K +$654.7K | +0.63% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $66.7M 3.13% | +$4.5M Bought | — 99.7K shares | 92.9K → 99.7K +$4.5M | +7.31% | — — | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $57.6M 2.71% | +$10.4K Bought | 0.001% 111.2K shares | 111.2K → 111.2K +$10.4K | +0.02% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $44.7M 2.1% | +$40.6M Bought | — 1.7M shares | 154.8K → 1.7M +$40.6M | +996.24% | — — | Q4 2019 Held for 5y 11m | |
Engineering & Construction Industrials | $42.8M 2.01% | -$410.7K Sold | 0.069% 103.3K shares | 104.2K → 103.3K −$410.7K | -0.95% | $61.8B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $42.0M 1.97% | -$21.3M Sold | — 1.3M shares | 2.0M → 1.3M −$21.3M | -33.71% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $38.4M 1.8% | +$2.6M Bought | — 1.6M shares | 1.5M → 1.6M +$2.6M | +7.23% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $37.3M 1.75% | +$11.9M Bought | — 372.0K shares | 253.0K → 372.0K +$11.9M | +47.04% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $34.5M 1.62% | +$116.0K Bought | — 477.0K shares | 475.3K → 477.0K +$116.0K | +0.34% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $28.7M 1.35% | +$4.0M Bought | — 1.1M shares | 920.7K → 1.1M +$4.0M | +16.19% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $27.1M 1.27% | +$1.5M Bought | — 364.3K shares | 344.4K → 364.3K +$1.5M | +5.77% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $24.6M 1.15% | +$5.4M Bought | — 529.5K shares | 414.0K → 529.5K +$5.4M | +27.89% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $24.2M 1.14% | -$1.6M Sold | — 51.7K shares | 55.1K → 51.7K −$1.6M | -6.23% | — — | Q4 2019 Held for 5y 11m | |
Communication Equipment Technology | $23.4M 1.1% | -$643.5K Sold | 0.009% 342.0K shares | 351.4K → 342.0K −$643.5K | -2.68% | $270.48B Mega Cap | Q4 2019 Held for 5y 11m | |
Home Improvement Consumer Cyclical | $22.7M 1.07% | +$998.8K Bought | 0.006% 56.0K shares | 53.6K → 56.0K +$998.8K | +4.6% | $403.32B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $22.5M 1.06% | -$1.6M Sold | — 227.3K shares | 243.6K → 227.3K −$1.6M | -6.71% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $21.8M 1.03% | +$5.7M Bought | — 35.7K shares | 26.4K → 35.7K +$5.7M | +35.09% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $21.4M 1.01% | +$482.9K Bought | 0.0% 114.9K shares | 112.3K → 114.9K +$482.9K | +2.3% | $4.54T Mega Cap | Q1 2020 Held for 5y 8m | |
Specialty Retail Consumer Cyclical | $21.0M 0.988% | +$3.0M Bought | 0.023% 195.1K shares | 167.7K → 195.1K +$3.0M | +16.35% | $91.5B Large Cap | Q3 2021 Held for 4y 2m | |
Household & Personal Products Consumer Defensive | $20.7M 0.972% | +$394.1K Bought | 0.006% 134.6K shares | 132.0K → 134.6K +$394.1K | +1.94% | $359.62B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $20.5M 0.961% | +$12.7M Bought | — 259.3K shares | 98.8K → 259.3K +$12.7M | +162.39% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $19.8M 0.932% | -$451.1K Sold | — 711.1K shares | 727.3K → 711.1K −$451.1K | -2.22% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $18.9M 0.886% | +$10.3M Bought | — 64.2K shares | 29.2K → 64.2K +$10.3M | +120.2% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $18.5M 0.867% | +$716.3K Bought | — 99.0K shares | 95.2K → 99.0K +$716.3K | +4.04% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $18.3M 0.86% | +$3.3M Bought | — 474.3K shares | 389.1K → 474.3K +$3.3M | +21.9% | — — | Q2 2021 Held for 4y 5m | |
Specialty Retail Consumer Cyclical | $18.2M 0.855% | +$572.6K Bought | 0.001% 82.9K shares | 80.3K → 82.9K +$572.6K | +3.25% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $18.1M 0.849% | -$3.3M Sold | 0.001% 54.8K shares | 64.8K → 54.8K −$3.3M | -15.5% | $1.56T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $18.0M 0.846% | +$2.7M Bought | — 309.4K shares | 263.4K → 309.4K +$2.7M | +17.44% | — — | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $17.8M 0.835% | -$185.2K Sold | 0.004% 95.8K shares | 96.8K → 95.8K −$185.2K | -1.03% | $446.55B Mega Cap | Q4 2019 Held for 5y 11m | |
Discount Stores Consumer Defensive | $17.6M 0.828% | +$154.7K Bought | 0.002% 171.1K shares | 169.6K → 171.1K +$154.7K | +0.88% | $821.68B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $17.6M 0.825% | -$11.8M Sold | — 174.5K shares | 292.0K → 174.5K −$11.8M | -40.25% | — — | Q1 2020 Held for 5y 8m | |
Banks - Diversified Financial Services | $17.6M 0.825% | -$12.0K Sold | 0.002% 55.7K shares | 55.7K → 55.7K −$12.0K | -0.07% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $17.1M 0.801% | +$1.0M Bought | — 60.5K shares | 57.0K → 60.5K +$1.0M | +6.25% | — — | Q4 2019 Held for 5y 11m | |
Insurance - Diversified Financial Services | $16.5M 0.776% | +$705.8K Bought | 0.002% 32.9K shares | 31.5K → 32.9K +$705.8K | +4.46% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $15.9M 0.748% | -$153.4K Sold | — 632.5K shares | 638.6K → 632.5K −$153.4K | -0.95% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $15.0M 0.707% | -$863.4K Sold | — 69.7K shares | 73.7K → 69.7K −$863.4K | -5.43% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $13.3M 0.624% | +$2.4M Bought | — 316.2K shares | 258.2K → 316.2K +$2.4M | +22.43% | — — | Q3 2023 Held for 2y 2m | |
Drug Manufacturers - General Healthcare | $13.3M 0.623% | +$13.9K Bought | 0.003% 57.3K shares | 57.2K → 57.3K +$13.9K | +0.1% | $409.03B Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Application Technology | $12.9M 0.608% | +$1.7K Bought | 0.805% 326.8K shares | 326.7K → 326.8K +$1.7K | +0.01% | $1.6B Small Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Integrated Energy | $12.8M 0.6% | +$157.4K Bought | 0.003% 113.2K shares | 111.8K → 113.2K +$157.4K | +1.25% | $480.68B Mega Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Midstream Energy | $12.4M 0.581% | +$450.0K Bought | 0.02% 437.2K shares | 421.3K → 437.2K +$450.0K | +3.77% | $62.9B Large Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $12.3M 0.577% | +$1.1M Bought | 0.001% 16.7K shares | 15.2K → 16.7K +$1.1M | +10.16% | $1.84T Mega Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Integrated Energy | $12.2M 0.574% | -$45.3K Sold | 0.004% 78.7K shares | 79.0K → 78.7K −$45.3K | -0.37% | $312.88B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $12.1M 0.57% | -$205.4K Sold | — 186.8K shares | 190.0K → 186.8K −$205.4K | -1.66% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.8M 0.555% | +$11.8M New | — 444.7K shares | 0 → 444.7K +$11.8M | New | — — | Q3 2025 Held for 2 months | |
Auto - Manufacturers Consumer Cyclical | $11.8M 0.554% | -$218.8K Sold | 0.001% 26.5K shares | 27.0K → 26.5K −$218.8K | -1.82% | $1.48T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $11.2M 0.527% | -$644.8K Sold | — 196.3K shares | 207.6K → 196.3K −$644.8K | -5.44% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $11.1M 0.522% | +$2.3M Bought | — 44.9K shares | 35.8K → 44.9K +$2.3M | +25.66% | — — | Q2 2023 Held for 2y 5m | |
Security & Protection Services Industrials | $11.1M 0.522% | -$330.7K Sold | 0.725% 258.6K shares | 266.3K → 258.6K −$330.7K | -2.89% | $1.5B Small Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $10.6M 0.499% | -$96.8K Sold | 0.006% 63.9K shares | 64.5K → 63.9K −$96.8K | -0.9% | $179.50B Large Cap | Q4 2019 Held for 5y 11m |
