$710 Million is the total value of Visionary Wealth Advisors's 251 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IUSB | New | ISHARES TRcore total usd | $10,073,000 | – | 185,236 | +100.0% | 1.42% | – |
| MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $6,934,000 | – | 127,018 | +100.0% | 0.98% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $3,213,000 | – | 27,196 | +100.0% | 0.45% | – |
| VIAC | New | VIACOMCBS INCcl b | $2,851,000 | – | 101,771 | +100.0% | 0.40% | – |
| TIP | New | ISHARES TRtips bd etf | $1,641,000 | – | 12,971 | +100.0% | 0.23% | – |
| EFG | New | ISHARES TReafe grwth etf | $1,377,000 | – | 15,317 | +100.0% | 0.19% | – |
| JPHY | New | J P MORGAN EXCHANGE-TRADED Fhigh yld resrch | $1,321,000 | – | 26,421 | +100.0% | 0.19% | – |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $1,093,000 | – | 27,923 | +100.0% | 0.15% | – |
| IWB | New | ISHARES TRrus 1000 etf | $891,000 | – | 4,761 | +100.0% | 0.13% | – |
| EFA | New | ISHARES TRmsci eafe etf | $863,000 | – | 13,560 | +100.0% | 0.12% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $759,000 | – | 4,455 | +100.0% | 0.11% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $702,000 | – | 3,168 | +100.0% | 0.10% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $620,000 | – | 2,682 | +100.0% | 0.09% | – |
| XSOE | New | WISDOMTREE TRem ex st-owned | $614,000 | – | 18,243 | +100.0% | 0.09% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $527,000 | – | 5,310 | +100.0% | 0.07% | – |
| TSLA | New | TESLA INC | $465,000 | – | 1,085 | +100.0% | 0.07% | – |
| PSEP | New | INNOVATOR ETFS TRs&p 500 pwr | $311,000 | – | 11,831 | +100.0% | 0.04% | – |
| SLV | New | ISHARES SILVER TRishares | $309,000 | – | 14,286 | +100.0% | 0.04% | – |
| DVYE | New | ISHARES INCem mkts div etf | $297,000 | – | 9,853 | +100.0% | 0.04% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $284,000 | – | 3,509 | +100.0% | 0.04% | – |
| CRM | New | SALESFORCE COM INC | $269,000 | – | 1,069 | +100.0% | 0.04% | – |
| COST | New | COSTCO WHSL CORP NEW | $261,000 | – | 736 | +100.0% | 0.04% | – |
| ROKU | New | ROKU INC | $261,000 | – | 1,380 | +100.0% | 0.04% | – |
| PYPL | New | PAYPAL HLDGS INC | $255,000 | – | 1,296 | +100.0% | 0.04% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $254,000 | – | 575 | +100.0% | 0.04% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $253,000 | – | 2,248 | +100.0% | 0.04% | – |
| NOCT | New | INNOVATOR ETFS TRnasdaq 100 pwr | $250,000 | – | 7,360 | +100.0% | 0.04% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $244,000 | – | 344 | +100.0% | 0.03% | – |
| IEMG | New | ISHARES INCcore msci emkt | $233,000 | – | 4,408 | +100.0% | 0.03% | – |
| BLK | New | BLACKROCK INC | $231,000 | – | 410 | +100.0% | 0.03% | – |
| BSEP | New | INNOVATOR ETFS TRs&p 500 buffer | $235,000 | – | 8,750 | +100.0% | 0.03% | – |
| NKE | New | NIKE INCcl b | $220,000 | – | 1,756 | +100.0% | 0.03% | – |
| TFI | New | SPDR SER TRnuveen brc munic | $219,000 | – | 4,218 | +100.0% | 0.03% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $218,000 | – | 3,796 | +100.0% | 0.03% | – |
| MDT | New | MEDTRONIC PLC | $219,000 | – | 2,108 | +100.0% | 0.03% | – |
| BUFF | New | INNOVATOR ETFS TR IIladrd fd s&p 500 | $213,000 | – | 6,705 | +100.0% | 0.03% | – |
| KMB | New | KIMBERLY CLARK CORP | $210,000 | – | 1,421 | +100.0% | 0.03% | – |
| MMM | New | 3M CO | $208,000 | – | 1,299 | +100.0% | 0.03% | – |
| JD | New | JD.COM INCspon adr cl a | $204,000 | – | 2,634 | +100.0% | 0.03% | – |
| ZS | New | ZSCALER INC | $200,000 | – | 1,425 | +100.0% | 0.03% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $202,000 | – | 4,574 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 5.3% |
| ISHARES TR | 16 | Q3 2023 | 4.2% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 5.2% |
| MICROSOFT CORP | 16 | Q3 2023 | 3.1% |
| ISHARES TR | 16 | Q3 2023 | 3.4% |
| PROCTER & GAMBLE CO | 16 | Q3 2023 | 3.6% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 2.4% |
| QUANTA SVCS INC | 16 | Q3 2023 | 2.5% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.1% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 2.3% |
View Visionary Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| SC 13G | 2024-02-14 |
| SC 13G | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR/A | 2023-05-15 |
| 13F-HR | 2023-05-15 |
| SC 13G | 2023-02-14 |
| SC 13G | 2023-02-14 |
View Visionary Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.