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CIK: 0001802984
Total reported value
$2.5B
$2.5B
534 檔
9.9%
At the close of Q4 2024, Visionary Wealth Advisors disclosed equity holdings valued at approximately $2.5B, spread across 534 reported holdings.
During Q4 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 AAPL, SCHG, IVV) accounted for 9.9% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 534 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.18% | +0.10% | -0.78% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.11% | +0.11% | +474.49% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.07% | +0.36% | -0.96% | |
| 4 | PWR | Quanta Services Inc | Stock-Industrials | 2.79% | +0.20% | +14.97% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | -0.18% | +6.64% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.03% | — | +86.96% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.75% | +0.10% | +2.27% | |
| 8 | PAR | Par Technology Corp/del | Stock-Other | 1.61% | +0.06% | +12.94% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.41% | -0.31% | -1.74% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 1.36% | +0.38% | +6.22% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.34% | -0.08% | +1.54% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.30% | -0.08% | -0.21% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.27% | +0.11% | -0.37% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.19% | -0.06% | +0.02% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.13% | +0.03% | +659.14% | |
| 16 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.07% | -0.07% | +4.59% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | +0.08% | +0.08% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.94% | -0.10% | +79.38% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.18% | -1.26% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.83% | -0.06% | +101.18% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.83% | +0.01% | +8.45% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.83% | -0.17% | +8.18% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.01% | -2.90% | |
| 24 | DFAT | Dimensional US Target Value | ETF-Other | 0.81% | -0.01% | +5.55% | |
| 25 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.77% | +0.20% | -12.21% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.05% | -0.19% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.76% | +0.03% | +14.03% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | +0.03% | +13.45% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +0.04% | +4.86% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.06% | +3.52% | |
| 31 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.73% | -0.09% | -0.18% | |
| 32 | CSPI | Csp Inc | Stock-Other | 0.72% | -0.05% | +15.44% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | +0.12% | +2.65% | |
| 34 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.69% | -0.13% | -10.33% | |
| 35 | NSSC | Napco Security Technologies | Stock-Other | 0.68% | -0.07% | +19.53% | |
| 36 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.66% | -0.11% | +1.01% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.20% | +0.16% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.15% | +15.75% | |
| 39 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.63% | — | +0.44% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.63% | +0.21% | -39.29% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.01% | +1.59% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.61% | — | -1.82% | |
| 43 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.61% | -0.07% | +42.26% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.04% | +2.12% | |
| 45 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.58% | -0.14% | +34.72% | |
| 46 | ULBI | Ultralife CORP | Stock-Other | 0.56% | -0.04% | +17.06% | |
| 47 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.55% | — | -0.19% | |
| 48 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.54% | +0.05% | -2.25% | |
| 49 | MO | Altria Group Inc | Stock-Consumer Staples | 0.54% | — | +0.36% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.22% | -0.59% |
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 Q4 2024.
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During Q4 2024, Visionary Wealth Advisors's top holdings by market value included AAPL (3.2%)、SCHG (3.1%)、IVV (3.1%). The largest single position, AAPL, represented 3.2% of total portfolio value.
In Q4 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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