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CIK: 0001802984
Total reported value
$2.5B
$2.5B
534 檔
8.8%
In Q3 2024, Visionary Wealth Advisors's U.S. equity holdings reached a combined market value of $2.5B, distributed across 534 disclosed stock positions.
During Q3 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 534 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.15% | +0.36% | +1.11% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.10% | +0.10% | -1.67% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.50% | — | -2.00% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | -0.18% | +0.87% | |
| 5 | PWR | Quanta Services Inc | Stock-Industrials | 2.37% | +0.20% | -1.62% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.10% | +0.11% | -3.17% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.75% | +0.10% | +3.82% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.56% | -0.31% | -6.51% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.43% | -0.08% | +0.85% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.40% | -0.08% | +0.83% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 1.29% | -0.06% | +6.42% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.24% | +0.11% | -2.34% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 1.19% | +0.38% | +2.60% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.09% | -0.10% | -4.20% | |
| 15 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.08% | -0.07% | -2.15% | |
| 16 | PAR | Par Technology Corp/del | Stock-Other | 1.06% | +0.06% | +0.24% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.04% | +0.21% | -0.24% | |
| 18 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.95% | +0.20% | +1.76% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.05% | +80.53% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.82% | -0.17% | +32.53% | |
| 21 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.82% | -0.13% | +19.22% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.18% | -3.01% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.80% | +0.01% | -2.43% | |
| 24 | DFAT | Dimensional US Target Value | ETF-Other | 0.80% | -0.01% | -0.21% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | -0.01% | -4.60% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.08% | +794.94% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.06% | +18.50% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.73% | +0.12% | -4.91% | |
| 29 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.72% | — | -16.96% | |
| 30 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.69% | -0.11% | +21.10% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.69% | -0.20% | +8.12% | |
| 32 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.68% | — | — | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.68% | +0.03% | +0.49% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | +0.04% | -0.80% | |
| 35 | NSSC | Napco Security Technologies | Stock-Other | 0.67% | -0.07% | -1.29% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | +0.04% | +11.27% | |
| 37 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.67% | — | +28.91% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.66% | — | -3.24% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.01% | +4.25% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.64% | — | -2.91% | |
| 41 | XLF | Ss Financial Select Sector | ETF-Other | 0.62% | +0.04% | +0.99% | |
| 42 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.61% | — | +1.36% | |
| 43 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.61% | -0.09% | +3.85% | |
| 44 | ULBI | Ultralife CORP | Stock-Other | 0.61% | -0.04% | -0.16% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.22% | -0.23% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.03% | +0.53% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.57% | +0.05% | -2.08% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.15% | +8.56% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.55% | +0.13% | -1.08% | |
| 50 | MO | Altria Group Inc | Stock-Consumer Staples | 0.54% | — | -7.96% |
According to official SEC Form 13F filings, Visionary Wealth Advisors reported a total U.S. public equity portfolio value of $2.5B across 534 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, SCHF) accounted for 8.8% of total reported equity market value during Q3 2024.
During Q3 2024, Visionary Wealth Advisors's top holdings by market value included IVV (3.1%)、AAPL (3.1%)、SCHF (2.5%). The largest single position, IVV, represented 3.1% of total portfolio value.
In Q3 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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