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CIK: 0001802984
Total reported value
$2.5B
$2.5B
504 檔
8.3%
The Q2 2024 SEC filing reveals that Visionary Wealth Advisors held a total portfolio value of $2.5B, covering 504 public equity positions.
During Q2 2024, Visionary Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, MSFT) accounted for 8.3% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 504 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.17% | +0.36% | +0.24% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.06% | +0.10% | +7.80% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.73% | -0.18% | +8.37% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.56% | — | -0.01% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.25% | +0.11% | -4.96% | |
| 6 | PWR | Quanta Services Inc | Stock-Industrials | 2.21% | +0.20% | -0.97% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.73% | +0.10% | +6.94% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.60% | -0.31% | -2.30% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.46% | -0.08% | +1.47% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.42% | -0.08% | -0.92% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.32% | +0.11% | -0.51% | |
| 12 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.30% | -0.14% | -12.85% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.25% | -0.06% | -4.05% | |
| 14 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.17% | -0.07% | +2.58% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.12% | +0.21% | +2.62% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.12% | -0.10% | -8.41% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.12% | +0.38% | +2.49% | |
| 18 | PAR | Par Technology Corp/del | Stock-Other | 1.03% | +0.06% | +1.64% | |
| 19 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.97% | +0.20% | +11.95% | |
| 20 | NSSC | Napco Security Technologies | Stock-Other | 0.94% | -0.07% | -0.75% | |
| 21 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.88% | — | -8.32% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.08% | +1.39% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.01% | -0.17% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.81% | +0.01% | -2.51% | |
| 25 | DFAT | Dimensional US Target Value | ETF-Other | 0.80% | -0.01% | +0.03% | |
| 26 | ULBI | Ultralife CORP | Stock-Other | 0.77% | -0.04% | +0.38% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.76% | +0.12% | -0.18% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.18% | +0.07% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.73% | -0.20% | +1.95% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.70% | +0.13% | +0.79% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.69% | +0.03% | -1.31% | |
| 32 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.67% | -0.13% | +4.27% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.67% | — | -3.88% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | +0.04% | +1183.47% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | +0.03% | -7.47% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | +0.04% | +3.74% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.63% | — | +0.03% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.63% | -0.17% | +77.97% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.22% | +1.41% | |
| 40 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.62% | — | +1.89% | |
| 41 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.60% | -0.11% | +10.56% | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.60% | +0.04% | +24.53% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.06% | +53.54% | |
| 44 | CSPI | Csp Inc | Stock-Other | 0.58% | -0.05% | +2.27% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.01% | +4.87% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.57% | +0.05% | +0.38% | |
| 47 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.57% | -0.09% | +48.95% | |
| 48 | MO | Altria Group Inc | Stock-Consumer Staples | 0.56% | — | +0.57% | |
| 49 | PSX | Phillips 66 | Stock-Energy | 0.56% | -0.09% | +2.69% | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.56% | — | +3.19% |
According to official SEC Form 13F filings, Visionary Wealth Advisors reported a total U.S. public equity portfolio value of $2.5B across 504 disclosed positions in Q2 2024.
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During Q2 2024, Visionary Wealth Advisors's top holdings by market value included IVV (3.2%)、AAPL (3.1%)、MSFT (2.7%). The largest single position, IVV, represented 3.2% of total portfolio value.
In Q2 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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