Visionary Wealth Advisors
CIK Number: 0001802984
1.71B
Market Value
507
# of Holdings
11 months
Avg. Holding Period
36.63%
Win Rate
14.13%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 208.36 | +1.84% | 216.82K | -0.78% | 54.3M | 176.36 | 3.18% |
| 2 | SCHG | Schwab U.S. Lar... | 24.91 | +2.87% | 1.9M | +474.49% | 52.99M | 19.1 | 3.11% |
| 3 | IVV | iShares Core S&... | 549.35 | +2.14% | 88.85K | -0.96% | 52.31M | 376.95 | 3.07% |
| 4 | PWR | Quanta Services... | 282.52 | +2.99% | 150.48K | +14.97% | 47.56M | 77.52 | 2.79% |
| 5 | MSFT | Microsoft Corpo... | 387.36 | +3.46% | 100.49K | +6.64% | 42.36M | 209.02 | 2.48% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.