$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TFSL | Exit | TFS FINL CORP | $0 | – | -11,085 | -100.0% | -0.02% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -3,836 | -100.0% | -0.03% | – |
| CG | Exit | CARLYLE GROUP INC | $0 | – | -7,665 | -100.0% | -0.03% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -5,350 | -100.0% | -0.04% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -1,300 | -100.0% | -0.04% | – |
| IGLB | Exit | ISHARES TRlng tr crprt bd | $0 | – | -3,681 | -100.0% | -0.04% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -1,691 | -100.0% | -0.04% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -3,195 | -100.0% | -0.04% | – |
| SPHQ | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $0 | – | -13,850 | -100.0% | -0.08% | – |
| AGZ | Exit | ISHARES TRagency bond etf | $0 | – | -4,961 | -100.0% | -0.09% | – |
| AEE | Exit | AMEREN CORP | $0 | – | -8,916 | -100.0% | -0.10% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -26,767 | -100.0% | -0.10% | – |
| NEAR | Exit | ISHARES U S ETF TRsht mat bd etf | $0 | – | -14,956 | -100.0% | -0.11% | – |
| IGIB | Exit | ISHARES TRintrm tr crp etf | $0 | – | -15,673 | -100.0% | -0.14% | – |
| BA | Exit | BOEING CO | $0 | – | -6,059 | -100.0% | -0.17% | – |
| AEM | Exit | AGNICO EAGLE MINES LTD | $0 | – | -21,538 | -100.0% | -0.21% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -7,843 | -100.0% | -0.21% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -1,173 | -100.0% | -0.49% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -14,253 | -100.0% | -0.51% | – |
| AAPL | Exit | APPLE INC | $0 | – | -51,809 | -100.0% | -2.88% | – |
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.