Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Visionary Wealth Advisors > Profile

Instuitional Investor - Visionary Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Visionary Wealth Advisors
Portfolio Value $1,665,844,727
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 88,095 $49,500,468 2.97%
2.
Apple Inc.
 AAPL 217,548 $48,324,031 2.9%
3.
Schwab Strategic Trust
 FNDF 1,896,214 $47,481,206 2.85%
4.
Schwab Strategic Trust
 FNDF 1,848,300 $36,559,376 2.19%
5.
Microsoft Corp
 MSFT 94,757 $35,570,848 2.14%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)