Visionary Wealth Advisors
CIK Number: 0001802984
Main Sectors:
Top Industries:
Filing Date: Aug 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 257.13 | +0.66% | 406.73K | +86.96% | 83.45M | 189.84 | 4.26% | Share |
| 2 | SCHG | Schwab U.S. Lar... | 32.17 | +0.25% | 1.98M | +4.65% | 57.97M | 19.55 | 2.96% | Share |
| 3 | IVV | iShares Core S&... | 672.48 | +0.10% | 92.89K | +5.45% | 57.68M | 389.55 | 2.95% | Share |
| 4 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 111.18K | +17.33% | 55.3M | 251.61 | 2.82% | Share |
| 5 | PWR | Quanta Services... | 421.01 | +0.09% | 104.24K | -17.71% | 39.41M | 77.52 | 2.01% | Share |
| 6 | SCHF | Schwab Internat... | 23.52 | +0.23% | 1.54M | -16.85% | 33.97M | 16.64 | 1.73% | Share |
| 7 | AVLV | Avantis U.S. La... | 72.51 | +0.19% | 475.35K | +2.32% | 32.42M | 59.61 | 1.66% | Share |
| 8 | MINT | PIMCO Enhanced ... | 100.34 | +0.01% | 291.99K | +67.19% | 29.36M | 100.52 | 1.50% | Share |
| 9 | BND | Vanguard Total ... | 74.40 | +0.11% | 344.39K | +23.06% | 25.36M | 76.39 | 1.30% | Share |
| 10 | AGG | iShares Core U.... | 100.29 | +0.11% | 253.01K | +8.16% | 25.1M | 106.17 | 1.28% | Share |
| 11 | PYLD | PIMCO ETF Trust... | 26.75 | -0.06% | 920.75K | +104.20% | 24.44M | 26.46 | 1.25% | Share |
| 12 | CSCO | Cisco Systems, ... | 68.31 | -0.64% | 351.37K | +2.31% | 24.38M | 48.85 | 1.25% | Share |
| 13 | IWF | iShares Russell... | 471.80 | +0.13% | 55.12K | +1.19% | 23.4M | 232.97 | 1.20% | Share |
| 14 | MOAT | VanEck Mornings... | 100.62 | +0.15% | 243.61K | -12.09% | 22.85M | 69.9 | 1.17% | Share |
| 15 | PAR | PAR Technology ... | 38.20 | +1.37% | 326.71K | -0.24% | 22.66M | 36.67 | 1.16% | Share |
| 16 | SPYV | SPDR Portfolio ... | 55.48 | -0.02% | 416.78K | +4.45% | 21.81M | 49.94 | 1.11% | Share |
| 17 | PG | The Procter & G... | 152.07 | -0.72% | 132.04K | -0.59% | 21.04M | 126.78 | 1.07% | Share |
| 18 | DBEF | Xtrackers MSCI ... | 46.90 | +0.32% | 452.76K | +2.75% | 19.81M | 37.37 | 1.01% | Share |
| 19 | HD | The Home Depot,... | 395.01 | -0.51% | 53.56K | +94.21% | 19.64M | 331.73 | 1.00% | Share |
| 20 | JPIE | JPMorgan Income... | 46.27 | +0.09% | 414.02K | +19.22% | 19.18M | 45.73 | 0.98% | Share |
Page 1 of 28