VW
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Visionary Wealth Advisors13F | |
| Visionary Wealth Advisors | |
| Last update 2025-05-15 | 541 Stocks (36 new) |
| Value $1.67 Bil | Turnover 7 % |
Visionary Wealth Advisors Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 88,095 | 49,500.5 | -0.85% | 2.970 | -0.03% | 0.010 | +18.50% | +8.26% | 642,209.1 | ||
AAPL | Apple Inc | 217,548 | 48,324.0 | +0.33% | 2.900 | +0.01% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 1,896,214 | 47,481.2 | -0.26% | 2.850 | -0.01% | 0.130 | +23.62% | +7.43% | 45,727.4 | ||
SCHF | Schwab International Equity ETF | 1,848,300 | 36,559.4 | -1.18% | 2.190 | -0.02% | 0.080 | +13.00% | +22.65% | 50,258.3 | ||
MSFT | Microsoft Corp | 94,757 | 35,570.8 | -5.70% | 2.140 | -0.14% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
PWR | Quanta Services Inc | 126,671 | 32,197.2 | -15.82% | 1.930 | -0.44% | 0.090 | +47.72% | +28.30% | 60,036.8 | Construction | |
AVLV | Avantis U.S. Large Cap Value ETF | 464,559 | 30,293.9 | +4.14% | 1.820 | +0.07% | 0.450 | +14.72% | +5.26% | 7,895.3 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 277,128 | 24,387.3 | +6.90% | 1.460 | +0.09% | 0.190 | +18.80% | +6.17% | 13,044.2 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 233,919 | 23,139.3 | -0.80% | 1.390 | -0.01% | 0.020 | +0.67% | +1.50% | 128,152.2 | ||
PG | Procter & Gamble Co | 132,832 | 22,637.3 | +0.54% | 1.360 | +0.01% | 0.010 | -3.84% | -3.77% | 371,094.1 | Consumer Packaged Goods |
Visionary Wealth Advisors's Historical Top Holdings Breakdowns
Visionary Wealth Advisors's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | Add Add | +0.53% | 25.77 ($26.17) 26.48 | $26.39 | 0.84% | Add 284.2% | 450,899 | 333,537 | |
RTX | RTX Corp | 2025-03-31 | Add Add | +0.45% | 114.1 ($126.79) 135.66 | $156.49 | 23.42% | Add 2495.71% | 59,260 | 56,977 | |
PWR | Quanta Services Inc | 2025-03-31 | Reduce Reduce | -0.44% | 236.71 ($288.97) 358.03 | $405.11 | 40.19% | Reduce -15.82% | 126,671 | -23,806 | |
PRU | Prudential Financial Inc | 2025-03-31 | Reduce Reduce | -0.43% | 105.04 ($113.94) 122.33 | $105.35 | -7.54% | Reduce -92% | 5,405 | -62,139 | |
JSCP |
JPMorgan Short Duration Core Plus ETF
JPMorgan Short Duration Core Plus ETF
| 2025-03-31 | New Buy New Buy | +0.37% | 46.45 ($46.9) 47.26 | $47.25 | 0.75% | New holding | 131,817 | 131,817 | |
PRFD |
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
| 2025-03-31 | New Buy New Buy | +0.29% | 49.69 ($50.51) 51.03 | $50.79 | 0.55% | New holding | 94,212 | 94,212 | |
JPIE | JPMorgan Income ETF | 2025-03-31 | Add Add | +0.28% | 45.46 ($45.88) 46.18 | $46.20 | 0.71% | Add 40.52% | 347,273 | 100,138 | |
SPTI |
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
| 2025-03-31 | Sold Out Sold Out | -0.28% | 27.64 ($28.14) 28.58 | $28.54 | 1.42% | Sold Out | 0 | -168,608 | |
UCON |
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
| 2025-03-31 | Add Add | +0.27% | 24.5 ($24.74) 24.95 | $24.81 | 0.28% | Add 45.4% | 579,589 | 180,960 | |
JCPB | JPMorgan Core Plus Bond ETF | 2025-03-31 | Reduce Reduce | -0.25% | 45.56 ($46.5) 47.23 | $46.69 | 0.41% | Reduce -32.19% | 193,192 | -91,699 |
Visionary Wealth Advisors Total Holding History ($B)
Visionary Wealth Advisors's Asset Allocation
Visionary Wealth Advisors Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Visionary Wealth Advisors's Hypothetical Growth since 2025-03-31
Visionary Wealth Advisors's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Visionary Wealth Advisors's Holdings Heat Map
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Visionary Wealth Advisors's Holdings Bubble Chart
Visionary Wealth Advisors News
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