$892 Million is the total value of Visionary Wealth Advisors's 290 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $400,000 | +13.0% | 8,090 | 0.0% | 0.04% | -10.0% | |
PSEP | INNOVATOR ETFS TRs&p 500 pwr | $330,000 | +6.1% | 11,831 | 0.0% | 0.04% | -15.9% | |
IVE | ISHARES TRs&p 500 val etf | $288,000 | +13.8% | 2,248 | 0.0% | 0.03% | -11.1% | |
BSEP | INNOVATOR ETFS TRs&p 500 buffer | $255,000 | +8.5% | 8,750 | 0.0% | 0.03% | -12.1% | |
NSL | NUVEEN SR INCOME FD | $52,000 | +8.3% | 10,000 | 0.0% | 0.01% | -14.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
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 | 2024-02-14 |
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 |
13F-HR | 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.