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Size ($ in 1000's)
At 12/31/2023: $1,360,698
At 09/30/2023: $1,234,280
Visionary Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Visionary Wealth Advisors 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Visionary Wealth Advisors top holdings by largest position size, as per the latest 13f filing made by Visionary Wealth Advisors.
In the Visionary Wealth Advisors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Visionary Wealth Advisors in that top holding, then the share count change between reporting periods, and finally the Visionary Wealth Advisors top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
92,699 |
+56 |
$44,276 | | IVV | 92,699 | +56 | $44,276 | | APPLE INC |
206,680 |
-3 |
$39,792 | | AAPL | 206,680 | -3 | $39,792 | | SCHWAB STRATEGIC TR |
1,064,617 |
-21,304 |
$39,348 | | SCHF | 1,064,617 | -21,304 | $39,348 | | MICROSOFT CORP |
91,152 |
+571 |
$34,277 | | MSFT | 91,152 | +571 | $34,277 | | QUANTA SVCS INC |
156,463 |
-467 |
$33,765 | | PWR | 156,463 | -467 | $33,765 | | SCHWAB STRATEGIC TR |
322,231 |
+9,777 |
$26,732 | | SCHG | 322,231 | +9,777 | $26,732 | | SCHWAB STRATEGIC TR |
526,012 |
-975 |
$24,849 | | SCHA | 526,012 | -975 | $24,849 | | VANECK ETF TRUST (MOAT) |
271,869 |
-6,437 |
$23,074 | | MOAT | 271,869 | -6,437 | $23,074 | | FIRST TR EXCHNG TRADED FD VI (UCON) |
846,312 |
-230,215 |
$20,938 | | UCON | 846,312 | -230,215 | $20,938 | | PROCTER AND GAMBLE CO |
133,899 |
-2,430 |
$19,622 | | PG | 133,899 | -2,430 | $19,622 | | AMERICAN CENTY ETF TR (AVLV) |
317,819 |
+279,085 |
$18,357 | | AVLV | 317,819 | +279,085 | $18,357 | | ISHARES TR (AGG) |
182,747 |
-14,836 |
$18,138 | | AGG | 182,747 | -14,836 | $18,138 | | CISCO SYS INC |
338,353 |
+1,702 |
$17,094 | | CSCO | 338,353 | +1,702 | $17,094 | | ISHARES TR (IWF) |
56,324 |
-1,101 |
$17,076 | | IWF | 56,324 | -1,101 | $17,076 | | VANGUARD BD INDEX FDS (BND) |
231,737 |
+2,477 |
$17,044 | | BND | 231,737 | +2,477 | $17,044 | | DBX ETF TR (DBEF) |
423,147 |
+398,610 |
$15,648 | | DBEF | 423,147 | +398,610 | $15,648 | | FIRST TR EXCHNG TRADED FD VI (FIXD) |
331,194 |
+107,974 |
$14,773 | | FIXD | 331,194 | +107,974 | $14,773 | | VANGUARD SPECIALIZED FUNDS (VIG) |
86,604 |
-15,382 |
$14,757 | | VIG | 86,604 | -15,382 | $14,757 | | PAR TECHNOLOGY CORP |
317,938 |
+8,635 |
$13,843 | | PAR | 317,938 | +8,635 | $13,843 | | ISHARES TR (IWD) |
74,956 |
-4,871 |
$12,386 | | IWD | 74,956 | -4,871 | $12,386 | | DIMENSIONAL ETF TRUST (DFAT) |
236,434 |
-10,378 |
$12,373 | | DFAT | 236,434 | -10,378 | $12,373 | | J P MORGAN EXCHANGE TRADED F (JCPB) |
246,472 |
+55,506 |
$11,605 | | JCPB | 246,472 | +55,506 | $11,605 | | VANGUARD INDEX FDS (VTV) |
76,238 |
-14,843 |
$11,398 | | VTV | 76,238 | -14,843 | $11,398 | | JPMORGAN CHASE & CO |
63,474 |
-384 |
$10,797 | | JPM | 63,474 | -384 | $10,797 | | BROADCOM INC |
9,394 |
-211 |
$10,486 | | AVGO | 9,394 | -211 | $10,486 | | CHEVRON CORP NEW |
66,259 |
+1,996 |
$9,883 | | CVX | 66,259 | +1,996 | $9,883 | | DIMENSIONAL ETF TRUST (DFAC) |
329,770 |
-3,131 |
$9,639 | | DFAC | 329,770 | -3,131 | $9,639 | | NAPCO SEC TECHNOLOGIES INC |
279,419 |
+770 |
$9,570 | | NSSC | 279,419 | +770 | $9,570 | | VANGUARD INDEX FDS (VOE) |
65,512 |
-4,758 |
$9,500 | | VOE | 65,512 | -4,758 | $9,500 | | INTEL CORP |
186,895 |
-3,902 |
$9,391 | | INTC | 186,895 | -3,902 | $9,391 | | SCHWAB STRATEGIC TR |
376,807 |
-10,383 |
$9,341 | | SCHE | 376,807 | -10,383 | $9,341 | | ABBVIE INC |
60,063 |
+38 |
$9,308 | | ABBV | 60,063 | +38 | $9,308 | | PHILLIPS 66 |
69,562 |
-422 |
$9,262 | | PSX | 69,562 | -422 | $9,262 | | WALMART INC |
56,507 |
+975 |
$8,908 | | WMT | 56,507 | +975 | $8,908 | | SELECT SECTOR SPDR TR (XLE) |
104,375 |
+6,821 |
$8,751 | | XLE | 104,375 | +6,821 | $8,751 | | EXXON MOBIL CORP |
86,787 |
-4,218 |
$8,677 | | XOM | 86,787 | -4,218 | $8,677 | | HOME DEPOT INC |
24,940 |
+1,146 |
$8,643 | | HD | 24,940 | +1,146 | $8,643 | | AMAZON COM INC |
56,498 |
-899 |
$8,584 | | AMZN | 56,498 | -899 | $8,584 | | ISHARES TR (IWY) |
48,873 |
+38,658 |
$8,564 | | IWY | 48,873 | +38,658 | $8,564 | | QUALCOMM INC |
57,835 |
-274 |
$8,365 | | QCOM | 57,835 | -274 | $8,365 | | SELECT SECTOR SPDR TR (XLK) |
42,079 |
-7,367 |
$8,099 | | XLK | 42,079 | -7,367 | $8,099 | | UNITED PARCEL SERVICE INC |
51,100 |
+1,576 |
$8,034 | | UPS | 51,100 | +1,576 | $8,034 | | SSGA ACTIVE ETF TR (RLY) |
293,855 |
-38,778 |
$7,999 | | RLY | 293,855 | -38,778 | $7,999 | | AMGEN INC |
27,758 |
-263 |
$7,995 | | AMGN | 27,758 | -263 | $7,995 | | VANGUARD INDEX FDS (VOO) |
17,100 |
+1,417 |
$7,469 | | VOO | 17,100 | +1,417 | $7,469 | | ULTRALIFE CORP |
1,082,246 |
+9,997 |
$7,381 | | ULBI | 1,082,246 | +9,997 | $7,381 | | JOHNSON & JOHNSON |
46,876 |
+15 |
$7,347 | | JNJ | 46,876 | +15 | $7,347 | | BANK NEW YORK MELLON CORP |
138,605 |
+1,217 |
$7,214 | | BK | 138,605 | +1,217 | $7,214 | | J P MORGAN EXCHANGE TRADED F (JPIE) |
158,159 |
+67,019 |
$7,214 | | JPIE | 158,159 | +67,019 | $7,214 | | VERIZON COMMUNICATIONS INC |
186,509 |
+2,522 |
$7,031 | | VZ | 186,509 | +2,522 | $7,031 |
See Full List: All Stocks Held By Visionary Wealth Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Visionary Wealth Advisors
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