Visionary Wealth Advisors Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$1.7T
Holdings
541
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (541 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 88,095 | $49.5B | 2.97% | |
| 2 | AAPLAPPLE INC | 217,548 | $48.3B | 2.90% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 1,896,214 | $47.5B | 2.85% | |
| 4 | SCHFSCHWAB STRATEGIC TR | 1,848,300 | $36.6B | 2.19% | |
| 5 | MSFTMICROSOFT CORP | 94,757 | $35.6B | 2.14% | |
| 6 | PWRQUANTA SVCS INC | 126,671 | $32.2B | 1.93% | |
| 7 | AVLVAMERICAN CENTY ETF TR | 464,559 | $30.3B | 1.82% | |
| 8 | MOATVANECK ETF TRUST | 277,128 | $24.4B | 1.46% | |
| 9 | AGGISHARES TR | 233,919 | $23.1B | 1.39% | |
| 10 | PGPROCTER AND GAMBLE CO | 132,832 | $22.6B | 1.36% | |
| 11 | CSCOCISCO SYS INC | 343,430 | $21.2B | 1.27% | |
| 12 | BNDVANGUARD BD INDEX FDS | 279,852 | $20.6B | 1.23% | |
| 13 | SPYVSPDR SER TR | 399,015 | $20.4B | 1.22% | |
| 14 | PARPAR TECHNOLOGY CORP | 327,490 | $20.1B | 1.21% | |
| 15 | IWFISHARES TR | 54,471 | $19.7B | 1.18% | |
| 16 | DBEFDBX ETF TR | 440,649 | $19.1B | 1.15% | |
| 17 | MINTPIMCO ETF TR | 174,651 | $17.6B | 1.05% | |
| 18 | JPIEJ P MORGAN EXCHANGE TRADED F | 347,273 | $16.0B | 0.96% | |
| 19 | JNJJOHNSON & JOHNSON | 92,654 | $15.4B | 0.92% | |
| 20 | WMTWALMART INC | 164,718 | $14.5B | 0.87% | |
| 21 | SCHASCHWAB STRATEGIC TR | 615,787 | $14.4B | 0.87% | |
| 22 | UCONFIRST TR EXCHNG TRADED FD VI | 579,589 | $14.3B | 0.86% | |
| 23 | VIGVANGUARD SPECIALIZED FUNDS | 73,601 | $14.3B | 0.86% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 26,790 | $14.3B | 0.86% | |
| 25 | JPMJPMORGAN CHASE & CO. | 55,967 | $13.7B | 0.82% | |
| 26 | JEPIJ P MORGAN EXCHANGE TRADED F | 237,248 | $13.6B | 0.81% | |
| 27 | DFACDIMENSIONAL ETF TRUST | 395,672 | $13.1B | 0.78% | |
| 28 | DFATDIMENSIONAL ETF TRUST | 252,971 | $13.0B | 0.78% | |
| 29 | VTVVANGUARD INDEX FDS | 75,101 | $13.0B | 0.78% | |
| 30 | CVXCHEVRON CORP NEW | 75,944 | $12.7B | 0.76% | |
| 31 | VOOVANGUARD INDEX FDS | 23,772 | $12.2B | 0.73% | |
| 32 | PYLDPIMCO ETF TR | 450,899 | $11.9B | 0.71% | |
| 33 | KMIKINDER MORGAN INC DEL | 406,274 | $11.6B | 0.70% | |
| 34 | ABBVABBVIE INC | 55,179 | $11.6B | 0.69% | |
| 35 | AMZNAMAZON COM INC | 60,461 | $11.5B | 0.69% | |
| 36 | HELOJ P MORGAN EXCHANGE TRADED F | 182,487 | $10.9B | 0.65% | |
| 37 | AVGOBROADCOM INC | 65,025 | $10.9B | 0.65% | |
| 38 | HTRBHARTFORD FDS EXCHANGE TRADED | 320,073 | $10.8B | 0.65% | |
| 39 | CSPICSP INC | 700,449 | $10.7B | 0.65% | |
| 40 | NVDANVIDIA CORPORATION | 98,497 | $10.7B | 0.64% | |
| 41 | IWDISHARES TR | 55,659 | $10.5B | 0.63% | |
| 42 | XOMEXXON MOBIL CORP | 87,777 | $10.4B | 0.63% | |
| 43 | HDHOME DEPOT INC | 27,580 | $10.1B | 0.61% | |
| 44 | XLKSELECT SECTOR SPDR TR | 48,455 | $10.0B | 0.60% | |
| 45 | RLYSSGA ACTIVE ETF TR | 348,964 | $10.0B | 0.60% | |
| 46 | MOALTRIA GROUP INC | 162,247 | $9.7B | 0.58% | |
| 47 | JCPBJ P MORGAN EXCHANGE TRADED F | 193,192 | $9.1B | 0.55% | |
| 48 | DIVOAMPLIFY ETF TR | 220,597 | $9.0B | 0.54% | |
| 49 | PSXPHILLIPS 66 | 72,092 | $8.9B | 0.53% | |
| 50 | BACVERIZON COMMUNICATIONS INC | 196,167 | $8.9B | 0.53% | |
| 51 | SOSOUTHERN CO | 96,220 | $8.8B | 0.53% | |
| 52 | QCOMQUALCOMM INC | 57,388 | $8.8B | 0.53% | |
| 53 | BKBANK NEW YORK MELLON CORP | 104,566 | $8.8B | 0.53% | |
| 54 | SCHESCHWAB STRATEGIC TR | 315,286 | $8.7B | 0.52% | |
| 55 | VOEVANGUARD INDEX FDS | 53,804 | $8.6B | 0.52% | |
| 56 | AMGNAMGEN INC | 26,766 | $8.3B | 0.50% | |
| 57 | SDVYFIRST TR EXCHANGE-TRADED FD | 246,190 | $8.2B | 0.50% | |
| 58 | BONDPIMCO ETF TR | 86,288 | $8.0B | 0.48% | |
| 59 | ADPAUTOMATIC DATA PROCESSING IN | 26,092 | $8.0B | 0.48% | |
| 60 | GSKGSK PLC | 204,782 | $7.9B | 0.48% | |
| 61 | RTXRTX CORPORATION | 59,260 | $7.8B | 0.47% | |
| 62 | PEPPEPSICO INC | 51,892 | $7.8B | 0.47% | |
| 63 | CGDGCAPITAL GROUP DIVIDEND VALUE | 217,859 | $7.8B | 0.47% | |
| 64 | SJMSMUCKER J M CO | 65,004 | $7.7B | 0.46% | |
| 65 | NEENEXTERA ENERGY INC | 108,250 | $7.7B | 0.46% | |
| 66 | VUGVANGUARD INDEX FDS | 20,321 | $7.5B | 0.45% | |
| 67 | LMTLOCKHEED MARTIN CORP | 16,749 | $7.5B | 0.45% | |
| 68 | VOVANGUARD INDEX FDS | 28,720 | $7.4B | 0.45% | |
| 69 | SCHMSCHWAB STRATEGIC TR | 277,453 | $7.3B | 0.44% | |
| 70 | FBNDFIDELITY MERRIMACK STR TR | 156,385 | $7.1B | 0.43% | |
| 71 | KOCOCA COLA CO | 99,557 | $7.1B | 0.43% | |
| 72 | UPSUNITED PARCEL SERVICE INC | 64,534 | $7.1B | 0.43% | |
| 73 | SCHDSCHWAB STRATEGIC TR | 247,161 | $6.9B | 0.41% | |
| 74 | VBVANGUARD INDEX FDS | 30,067 | $6.7B | 0.40% | |
| 75 | AVDEAMERICAN CENTY ETF TR | 99,616 | $6.6B | 0.40% | |
| 76 | JSCPJ P MORGAN EXCHANGE TRADED F | 131,817 | $6.2B | 0.37% | |
| 77 | NSSCNAPCO SEC TECHNOLOGIES INC | 266,369 | $6.1B | 0.37% | |
| 78 | TSLATESLA INC | 23,508 | $6.1B | 0.37% | |
| 79 | ULBIULTRALIFE CORP | 1,091,932 | $5.9B | 0.35% | |
| 80 | DFIVDIMENSIONAL ETF TRUST | 145,325 | $5.7B | 0.34% | |
| 81 | METAMETA PLATFORMS INC | 9,614 | $5.5B | 0.33% | |
| 82 | SCHVSCHWAB STRATEGIC TR | 205,330 | $5.5B | 0.33% | |
| 83 | XMHQINVESCO EXCHANGE TRADED FD T | 59,565 | $5.5B | 0.33% | |
| 84 | DGROISHARES TR | 84,315 | $5.2B | 0.31% | |
| 85 | JEPQJ P MORGAN EXCHANGE TRADED F | 100,229 | $5.2B | 0.31% | |
| 86 | GSEWGOLDMAN SACHS ETF TR | 67,709 | $5.1B | 0.31% | |
| 87 | DFUVDIMENSIONAL ETF TRUST | 120,546 | $5.0B | 0.30% | |
| 88 | PFEPFIZER INC | 193,905 | $4.9B | 0.29% | |
| 89 | HYLSFIRST TR EXCHANGE-TRADED FD | 119,153 | $4.9B | 0.29% | |
| 90 | PRFDPIMCO ETF TR | 94,212 | $4.8B | 0.29% | |
| 91 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 153,251 | $4.7B | 0.28% | |
| 92 | EMREMERSON ELEC CO | 42,525 | $4.7B | 0.28% | |
| 93 | SPYSPDR S&P 500 ETF TR | 8,333 | $4.7B | 0.28% | |
| 94 | NDQINVESCO QQQ TR | 9,909 | $4.6B | 0.28% | |
| 95 | BITBBITWISE BITCOIN ETF TR | 103,340 | $4.6B | 0.28% | |
| 96 | JGROJ P MORGAN EXCHANGE TRADED F | 62,362 | $4.6B | 0.28% | |
| 97 | DDTOINNOVATOR ETFS TRUST | 145,896 | $4.6B | 0.27% | |
| 98 | TAXFAMERICAN CENTY ETF TR | 92,448 | $4.6B | 0.27% | |
| 99 | AVUVAMERICAN CENTY ETF TR | 51,671 | $4.5B | 0.27% | |
| 100 | JGLOJ P MORGAN EXCHANGE TRADED F | 75,834 | $4.5B | 0.27% |
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