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CIK: 0001802984
Total reported value
$2.5B
$2.5B
483 檔
7.6%
At the close of Q1 2024, Visionary Wealth Advisors disclosed equity holdings valued at approximately $2.5B, spread across 483 reported holdings.
During Q1 2024, Visionary Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 483 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.14% | +0.36% | -4.52% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.69% | — | -4.11% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | -0.18% | -5.42% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.39% | +0.10% | -0.25% | |
| 5 | PWR | Quanta Services Inc | Stock-Industrials | 2.36% | +0.20% | -14.14% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.25% | +0.11% | +11.59% | |
| 7 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.75% | -0.31% | +6.24% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.70% | +0.10% | +23.61% | |
| 9 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.55% | -0.14% | +10.07% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.50% | -0.08% | +24.17% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.45% | -0.08% | -1.02% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.35% | -0.06% | +19.24% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.31% | -0.10% | -24.91% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.27% | +0.11% | -0.88% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.18% | +0.38% | +3.65% | |
| 16 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.16% | -0.07% | -0.50% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.04% | +0.21% | +75.79% | |
| 18 | PAR | Par Technology Corp/del | Stock-Other | 1.01% | +0.06% | +3.57% | |
| 19 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.00% | — | +3.02% | |
| 20 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.90% | +0.20% | +15.56% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.87% | -0.01% | -0.03% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.86% | +0.01% | -19.26% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | -0.01% | -0.27% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.80% | +0.12% | -5.11% | |
| 25 | NSSC | Napco Security Technologies | Stock-Other | 0.76% | -0.07% | -0.31% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.75% | -0.01% | +797.99% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.20% | +5.51% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.74% | — | -17.98% | |
| 29 | CSPI | Csp Inc | Stock-Other | 0.73% | -0.05% | +99.67% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.71% | +0.03% | -0.09% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.08% | -15.57% | |
| 32 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.70% | -0.13% | +125.97% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.18% | +199.95% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.68% | — | -1.52% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.03% | -1.79% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | +0.04% | -8.55% | |
| 37 | ULBI | Ultralife CORP | Stock-Other | 0.66% | -0.04% | +1.83% | |
| 38 | PSX | Phillips 66 | Stock-Energy | 0.65% | -0.09% | -14.80% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.22% | -4.26% | |
| 40 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.64% | — | +14.92% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.01% | -1.90% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.61% | +0.13% | -7.74% | |
| 43 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.61% | — | +18.06% | |
| 44 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.56% | -0.11% | +15.54% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.56% | +0.05% | -12.59% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.15% | +0.25% | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.55% | — | +14.20% | |
| 48 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.55% | -0.05% | +18.85% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.05% | +6.33% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.51% | -0.11% | -2.56% |
According to official SEC Form 13F filings, Visionary Wealth Advisors reported a total U.S. public equity portfolio value of $2.5B across 483 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHF, MSFT) accounted for 7.6% of total reported equity market value during Q1 2024.
During Q1 2024, Visionary Wealth Advisors's top holdings by market value included IVV (3.1%)、SCHF (2.7%)、MSFT (2.5%). The largest single position, IVV, represented 3.1% of total portfolio value.
In Q1 2024, Visionary Wealth Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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