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CIK: 0001802984
Total reported value
$2.5B
$2.5B
541 檔
8.6%
During the Q1 2025 filing period, Visionary Wealth Advisors (CIK: 0001802984) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.5B across 541 reported positions.
In Q1 2025, Visionary Wealth Advisors displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 541 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.97% | +0.36% | -0.85% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.90% | +0.10% | +0.33% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.85% | +0.11% | -0.26% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.19% | — | -1.18% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | -0.18% | -5.70% | |
| 6 | PWR | Quanta Services Inc | Stock-Industrials | 1.93% | +0.20% | -15.82% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.82% | +0.10% | +4.14% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.46% | -0.31% | +6.90% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.39% | -0.08% | -0.80% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.36% | -0.08% | +0.54% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.27% | +0.38% | -12.34% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.23% | -0.06% | -0.84% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.22% | +0.03% | +5.70% | |
| 14 | PAR | Par Technology Corp/del | Stock-Other | 1.21% | +0.06% | -13.57% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.18% | +0.11% | +0.80% | |
| 16 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.15% | -0.07% | -0.31% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.05% | -0.06% | +23.23% | |
| 18 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.96% | -0.11% | +40.52% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.05% | +2.37% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.87% | -0.18% | +1.40% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.87% | -0.10% | -0.94% | |
| 22 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.86% | -0.14% | +45.40% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.86% | +0.01% | +2.04% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.06% | -1.85% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.01% | -4.39% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.81% | -0.17% | -3.31% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.78% | +0.03% | +6.20% | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 0.78% | -0.01% | +1.59% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.78% | +0.12% | +6.55% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.20% | -1.60% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.15% | +14.72% | |
| 32 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.71% | -0.22% | +284.20% | |
| 33 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.70% | -0.09% | -10.00% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | +0.04% | -4.41% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.03% | +3.26% | |
| 36 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.65% | -0.07% | +9.50% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | +0.08% | -9.71% | |
| 38 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.65% | — | -0.98% | |
| 39 | CSPI | Csp Inc | Stock-Other | 0.65% | -0.05% | -8.66% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | +0.04% | +4.04% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.63% | — | -0.85% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.22% | +5.04% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.01% | +1.49% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.60% | +0.21% | +5.41% | |
| 45 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.60% | — | +0.25% | |
| 46 | MO | Altria Group Inc | Stock-Consumer Staples | 0.58% | — | -7.15% | |
| 47 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.55% | +0.20% | -32.19% | |
| 48 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.54% | -0.03% | +7.51% | |
| 49 | PSX | Phillips 66 | Stock-Energy | 0.53% | -0.09% | +5.52% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.53% | -0.11% | -2.60% |
According to official SEC Form 13F filings, Visionary Wealth Advisors reported a total U.S. public equity portfolio value of $2.5B across 541 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, SCHG) accounted for 8.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $49.5M
During Q1 2025, Visionary Wealth Advisors's top holdings by market value included IVV (3.0%)、AAPL (2.9%)、SCHG (2.9%). The largest single position, IVV, represented 3.0% of total portfolio value.
In Q1 2025, Visionary Wealth Advisors made 200 total portfolio adjustments, initiating 200 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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