Visionary Wealth Advisors Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.7T
Holdings
534
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (534 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 216,822 | $54.3B | 3.18% | |
| 2 | SCHGSCHWAB STRATEGIC TR | 1,901,176 | $53.0B | 3.11% | |
| 3 | IVVISHARES TR | 88,852 | $52.3B | 3.07% | |
| 4 | PWRQUANTA SVCS INC | 150,477 | $47.6B | 2.79% | |
| 5 | MSFTMICROSOFT CORP | 100,488 | $42.4B | 2.48% | |
| 6 | SCHFSCHWAB STRATEGIC TR | 1,870,325 | $34.6B | 2.03% | |
| 7 | AVLVAMERICAN CENTY ETF TR | 446,081 | $29.8B | 1.75% | |
| 8 | PARPAR TECHNOLOGY CORP | 378,896 | $27.5B | 1.61% | |
| 9 | MOATVANECK ETF TRUST | 259,230 | $24.0B | 1.41% | |
| 10 | CSCOCISCO SYS INC | 391,759 | $23.2B | 1.36% | |
| 11 | AGGISHARES TR | 235,797 | $22.8B | 1.34% | |
| 12 | PGPROCTER AND GAMBLE CO | 132,121 | $22.2B | 1.30% | |
| 13 | IWFISHARES TR | 54,039 | $21.7B | 1.27% | |
| 14 | BNDVANGUARD BD INDEX FDS | 282,220 | $20.3B | 1.19% | |
| 15 | SPYVSPDR SER TR | 377,482 | $19.3B | 1.13% | |
| 16 | DBEFDBX ETF TR | 442,022 | $18.3B | 1.07% | |
| 17 | AVGOBROADCOM INC | 72,021 | $16.7B | 0.98% | |
| 18 | SCHASCHWAB STRATEGIC TR | 621,660 | $16.1B | 0.94% | |
| 19 | WMTWALMART INC | 162,436 | $14.7B | 0.86% | |
| 20 | MINTPIMCO ETF TR | 141,724 | $14.2B | 0.83% | |
| 21 | VIGVANGUARD SPECIALIZED FUNDS | 72,127 | $14.1B | 0.83% | |
| 22 | JEPIJ P MORGAN EXCHANGE TRADED F | 245,382 | $14.1B | 0.83% | |
| 23 | JPMJPMORGAN CHASE & CO. | 58,534 | $14.0B | 0.82% | |
| 24 | DFATDIMENSIONAL ETF TRUST | 249,009 | $13.9B | 0.81% | |
| 25 | JCPBJ P MORGAN EXCHANGE TRADED F | 284,891 | $13.1B | 0.77% | |
| 26 | JNJJOHNSON & JOHNSON | 90,505 | $13.1B | 0.77% | |
| 27 | DFACDIMENSIONAL ETF TRUST | 372,579 | $12.9B | 0.76% | |
| 28 | AMZNAMAZON COM INC | 58,555 | $12.8B | 0.75% | |
| 29 | NVDANVIDIA CORPORATION | 94,674 | $12.7B | 0.75% | |
| 30 | BRK/BBERKSHIRE HATHAWAY INC DEL | 27,296 | $12.4B | 0.73% | |
| 31 | KMIKINDER MORGAN INC DEL | 451,432 | $12.4B | 0.73% | |
| 32 | CSPICSP INC | 766,842 | $12.3B | 0.72% | |
| 33 | VTVVANGUARD INDEX FDS | 70,483 | $11.9B | 0.70% | |
| 34 | SDVYFIRST TR EXCHANGE-TRADED FD | 330,497 | $11.8B | 0.69% | |
| 35 | NSSCNAPCO SEC TECHNOLOGIES INC | 326,193 | $11.6B | 0.68% | |
| 36 | JPIEJ P MORGAN EXCHANGE TRADED F | 247,135 | $11.3B | 0.66% | |
| 37 | CVXCHEVRON CORP NEW | 77,181 | $11.2B | 0.66% | |
| 38 | VOOVANGUARD INDEX FDS | 20,722 | $11.2B | 0.65% | |
| 39 | HTRBHARTFORD FDS EXCHANGE TRADED | 323,237 | $10.8B | 0.63% | |
| 40 | XLKSELECT SECTOR SPDR TR | 45,970 | $10.7B | 0.63% | |
| 41 | HDHOME DEPOT INC | 27,174 | $10.6B | 0.62% | |
| 42 | IWDISHARES TR | 56,138 | $10.4B | 0.61% | |
| 43 | HELOJ P MORGAN EXCHANGE TRADED F | 166,662 | $10.3B | 0.61% | |
| 44 | ABBVABBVIE INC | 57,722 | $10.3B | 0.60% | |
| 45 | UCONFIRST TR EXCHNG TRADED FD VI | 398,629 | $9.8B | 0.58% | |
| 46 | ULBIULTRALIFE CORP | 1,292,836 | $9.6B | 0.56% | |
| 47 | RLYSSGA ACTIVE ETF TR | 348,101 | $9.4B | 0.55% | |
| 48 | BKBANK NEW YORK MELLON CORP | 120,741 | $9.3B | 0.54% | |
| 49 | MOALTRIA GROUP INC | 174,742 | $9.1B | 0.54% | |
| 50 | XOMEXXON MOBIL CORP | 83,565 | $9.0B | 0.53% | |
| 51 | VOEVANGUARD INDEX FDS | 55,443 | $9.0B | 0.53% | |
| 52 | SCHESCHWAB STRATEGIC TR | 321,999 | $8.6B | 0.50% | |
| 53 | TSLATESLA INC | 20,993 | $8.5B | 0.50% | |
| 54 | DIVOAMPLIFY ETF TR | 205,193 | $8.3B | 0.49% | |
| 55 | QCOMQUALCOMM INC | 53,667 | $8.2B | 0.48% | |
| 56 | VUGVANGUARD INDEX FDS | 19,902 | $8.2B | 0.48% | |
| 57 | SOSOUTHERN CO | 98,732 | $8.1B | 0.48% | |
| 58 | ADPAUTOMATIC DATA PROCESSING IN | 27,559 | $8.1B | 0.47% | |
| 59 | BACVERIZON COMMUNICATIONS INC | 201,408 | $8.1B | 0.47% | |
| 60 | FIXDFIRST TR EXCHNG TRADED FD VI | 187,365 | $8.1B | 0.47% | |
| 61 | PRUPRUDENTIAL FINL INC | 67,544 | $8.0B | 0.47% | |
| 62 | PSXPHILLIPS 66 | 68,322 | $7.8B | 0.46% | |
| 63 | SCHMSCHWAB STRATEGIC TR | 280,272 | $7.8B | 0.46% | |
| 64 | VOVANGUARD INDEX FDS | 29,131 | $7.7B | 0.45% | |
| 65 | CGDGCAPITAL GROUP DIVIDEND VALUE | 215,258 | $7.6B | 0.45% | |
| 66 | UPSUNITED PARCEL SERVICE INC | 60,133 | $7.6B | 0.44% | |
| 67 | BONDPIMCO ETF TR | 83,819 | $7.6B | 0.44% | |
| 68 | NEENEXTERA ENERGY INC | 102,012 | $7.3B | 0.43% | |
| 69 | LMTLOCKHEED MARTIN CORP | 14,965 | $7.3B | 0.43% | |
| 70 | PEPPEPSICO INC | 46,697 | $7.1B | 0.42% | |
| 71 | AMGNAMGEN INC | 26,895 | $7.0B | 0.41% | |
| 72 | AVDEAMERICAN CENTY ETF TR | 112,483 | $6.9B | 0.40% | |
| 73 | FBNDFIDELITY MERRIMACK STR TR | 150,422 | $6.7B | 0.40% | |
| 74 | KOCOCA COLA CO | 107,688 | $6.7B | 0.39% | |
| 75 | SJMSMUCKER J M CO | 60,642 | $6.7B | 0.39% | |
| 76 | GSKGSK PLC | 193,378 | $6.5B | 0.38% | |
| 77 | SCHDSCHWAB STRATEGIC TR | 239,246 | $6.5B | 0.38% | |
| 78 | XMHQINVESCO EXCHANGE TRADED FD T | 63,564 | $6.3B | 0.37% | |
| 79 | VBVANGUARD INDEX FDS | 25,223 | $6.1B | 0.36% | |
| 80 | AVIGAMERICAN CENTY ETF TR | 144,962 | $5.9B | 0.34% | |
| 81 | PFEPFIZER INC | 218,805 | $5.8B | 0.34% | |
| 82 | QQQMINVESCO EXCH TRADED FD TR II | 27,360 | $5.8B | 0.34% | |
| 83 | AVUVAMERICAN CENTY ETF TR | 59,340 | $5.7B | 0.34% | |
| 84 | EMREMERSON ELEC CO | 45,957 | $5.7B | 0.33% | |
| 85 | XLFSELECT SECTOR SPDR TR | 116,546 | $5.6B | 0.33% | |
| 86 | METAMETA PLATFORMS INC | 9,500 | $5.6B | 0.33% | |
| 87 | SCHVSCHWAB STRATEGIC TR | 209,123 | $5.5B | 0.32% | |
| 88 | JGLOJ P MORGAN EXCHANGE TRADED F | 90,475 | $5.4B | 0.32% | |
| 89 | GSEWGOLDMAN SACHS ETF TR | 67,771 | $5.2B | 0.31% | |
| 90 | NDQINVESCO QQQ TR | 10,160 | $5.2B | 0.30% | |
| 91 | BITBBITWISE BITCOIN ETF TR | 99,134 | $5.0B | 0.30% | |
| 92 | DGROISHARES TR | 81,837 | $5.0B | 0.29% | |
| 93 | DFIVDIMENSIONAL ETF TRUST | 140,009 | $5.0B | 0.29% | |
| 94 | JGROJ P MORGAN EXCHANGE TRADED F | 61,184 | $5.0B | 0.29% | |
| 95 | HYLSFIRST TR EXCHANGE-TRADED FD | 119,860 | $5.0B | 0.29% | |
| 96 | DFUVDIMENSIONAL ETF TRUST | 116,465 | $4.8B | 0.28% | |
| 97 | SPTISPDR SER TR | 168,608 | $4.7B | 0.28% | |
| 98 | MUNIPIMCO ETF TR | 87,654 | $4.5B | 0.27% | |
| 99 | TAXFAMERICAN CENTY ETF TR | 90,056 | $4.5B | 0.26% | |
| 100 | IWBISHARES TR | 13,887 | $4.5B | 0.26% |
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