$951 Million is the total value of Visionary Wealth Advisors's 316 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TZA | Exit | DIREXION SHS ETF TRdaily sm cp bear | $0 | – | -12,075 | -100.0% | -0.01% | – |
| ISBC | Exit | INVESTORS BANCORP INC NEW | $0 | – | -12,390 | -100.0% | -0.02% | – |
| TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -1,267 | -100.0% | -0.02% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -2,367 | -100.0% | -0.02% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -1,395 | -100.0% | -0.02% | – |
| TU | Exit | TELUS CORPORATION | $0 | – | -11,554 | -100.0% | -0.03% | – |
| IMCB | Exit | ISHARES TRmrgstr md cp etf | $0 | – | -1,048 | -100.0% | -0.03% | – |
| PBI | Exit | PITNEY BOWES INC | $0 | – | -40,100 | -100.0% | -0.03% | – |
| ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -4,999 | -100.0% | -0.03% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -5,792 | -100.0% | -0.03% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -2,910 | -100.0% | -0.03% | – |
| LGLV | Exit | SPDR SER TRssga us lrg etf | $0 | – | -2,408 | -100.0% | -0.03% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -5,472 | -100.0% | -0.03% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,907 | -100.0% | -0.03% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -8,358 | -100.0% | -0.04% | – |
| VOOV | Exit | VANGUARD ADMIRAL FDS INC500 val idx fd | $0 | – | -3,118 | -100.0% | -0.04% | – |
| ROKU | Exit | ROKU INC | $0 | – | -1,229 | -100.0% | -0.05% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -10,322 | -100.0% | -0.06% | – |
| SPIB | Exit | SPDR SER TRportfolio intrmd | $0 | – | -14,932 | -100.0% | -0.06% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -5,362 | -100.0% | -0.07% | – |
| ISCG | Exit | ISHARES TRmrgstr sm cp gr | $0 | – | -6,974 | -100.0% | -0.24% | – |
| RYT | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $0 | – | -11,132 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-18
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.