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Home > Institutional Investor > Visionary Wealth Advisors > Profile

Instuitional Investor - Visionary Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Visionary Wealth Advisors
Portfolio Value $2,532,771,602
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 403,814 $116,847,625 4.61%
2.
Ishares Trust
 IEF 114,825 $85,991,648 3.4%
3.
Quanta Services Inc.
 PWR 89,793 $64,654,569 2.55%
4.
Schwab Strategic Trust
 SCHD 1,845,188 $54,303,889 2.14%
5.
Schwab Strategic Trust
 SCHD 1,870,532 $51,813,723 2.05%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.