Visionary Wealth Advisors

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$1.64B
Signature - Title
Ryan Barke - Chief Compliance Officer
Location
O'fallon, IL
Summary
This page shows a list of all the recent 13F filings made by Visionary Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Visionary Wealth Advisors reported 533 stock holdings with total value $1.64B as of Q3 2024. Top holdings included IVV, AAPL, SCHF, MSFT, and PWR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 533 $1.64B +$113M -$67.9M +$44.7M IVV, AAPL, SCHF, MSFT, PWR 13F-HR 11/12/2024, 02:42 PM
Q2 2024 504 $1.53B +$107M -$67.8M +$39.6M IVV, AAPL, MSFT, SCHF, SCHG 13F-HR 8/13/2024, 04:15 PM
Q1 2024 483 $1.48B +$149M -$107M +$42.2M IVV, SCHF, MSFT, AAPL, PWR 13F-HR 5/15/2024, 12:05 PM
Q4 2023 474 $1.36B +$128M -$109M +$19.4M IVV, AAPL, SCHF, MSFT, PWR 13F-HR 2/14/2024, 12:12 PM
Q3 2023 445 $1.23B +$74.6M -$54.5M +$20.1M IVV, SCHF, AAPL, PWR, MSFT 13F-HR 11/13/2023, 04:25 PM
Q2 2023 462 $1.25B +$121M -$102M +$19M IVV, AAPL, SCHF, PWR, MSFT 13F-HR 8/11/2023, 03:45 PM
Q1 2023 456 $1.18B +$127M -$79.8M +$46.9M SCHF, IVV, AAPL, MSFT, PWR Restatement 5/15/2023, 11:26 AM
Q4 2022 425 $1.08B +$143M -$88.6M +$54M IVV, SCHF, AAPL, UCON, SCHA 13F-HR 2/13/2023, 05:43 PM
Q3 2022 401 $963M +$50.8M -$136M -$85.4M IVV, SCHF, AAPL, SCHG, UCON 13F-HR 11/14/2022, 05:12 PM
Q2 2022 437 $1.11B +$127M -$96.7M +$30.2M IVV, SCHF, SCHG, AAPL, SCHV 13F-HR 8/12/2022, 04:59 PM
Q1 2022 438 $1.24B +$273M -$153M +$119M IVV, SCHF, SCHG, AAPL, AGG 13F-HR 5/12/2022, 03:51 PM
Q4 2021 385 $1.22B +$205M -$14M +$191M SCHG, SCHF, SCHV, IVV, AAPL 13F-HR 2/14/2022, 03:55 PM
Q3 2021 311 $971M +$76.6M -$85.7M -$9.12M SCHG, SCHF, AGG, IVV, MSFT 13F-HR 11/12/2021, 02:26 PM
Q2 2021 332 $995M +$88.2M -$92.2M -$3.99M SCHG, SCHF, IVV, AGG, MSFT 13F-HR 8/13/2021, 03:59 PM
Q1 2021 315 $951M +$88.7M -$70.5M +$18.2M SCHG, SCHF, AGG, IVV, VCIT 13F-HR 5/18/2021, 12:30 PM
Q4 2020 290 $892M +$158M -$53.8M +$104M SCHF, SCHG, AGG, IVV, AAPL 13F-HR 2/16/2021, 02:44 PM
Q3 2020 251 $710M +$93.7M -$78.1M +$15.7M IVV, SCHF, SCHG, AGG, MSFT 13F-HR 11/16/2020, 03:00 PM
Q2 2020 230 $657M +$119M -$76.8M +$42.3M SCHG, SCHF, IVV, MSFT, AGG 13F-HR 8/14/2020, 05:30 PM
Q1 2020 198 $531M +$124M -$51.4M +$72.1M SCHF, SCHG, IVV, AGG, PG 13F-HR 5/15/2020, 11:12 AM
Q4 2019 207 $559M $0 $0 SCHF, IVV, PG, MSFT, AGG 13F-HR 2/14/2020, 02:06 PM