Visionary Wealth Advisors 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
VW Visionary Wealth Advisors | Institutional Filer | ▲ 4.55% | $2.26B | 638 |
Current Portfolio Holdings
Showing all 638 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 401K | $101.8M | 4.51% |
| 2 | IVV | ISHARES TR | — | 105K | $68.8M | 3.04% |
| 3 | PWR | Quanta Services, Inc. | Industrials | 97K | $53.1M | 2.35% |
| 4 | SCHX | SCHWAB STRATEGIC TR | — | 1.8M | $46.7M | 2.07% |
| 5 | SCHF | SCHWAB STRATEGIC TR | — | 1.9M | $46.3M | 2.05% |
| 6 | MSFT | Microsoft Corporation | Technology | 117K | $43.2M | 1.91% |
| 7 | SCHG | SCHWAB STRATEGIC TR | — | 1.4M | $39.8M | 1.76% |
| 8 | AVLV | AMERICAN CENTY ETF TR | — | 470K | $37.9M | 1.68% |
| 9 | AGG | ISHARES TR | — | 370K | $36.7M | 1.62% |
| 10 | PYLD | PIMCO ETF TR | — | 1.2M | $30.5M | 1.35% |
| 11 | BND | VANGUARD BD INDEX FDS | — | 401K | $29.5M | 1.31% |
| 12 | CSCO | Cisco Systems, Inc. | Technology | 333K | $25.8M | 1.14% |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 507K | $23.4M | 1.03% |
| 14 | AVDE | AMERICAN CENTY ETF TR | — | 275K | $23.4M | 1.03% |
| 15 | VOO | VANGUARD INDEX FDS | — | 39K | $23.0M | 1.02% |
Showing 1 to 15 of 638 holdings