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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 $1,957,847,901
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 406,726 $83,448,068 4.26%
2.
Schwab Strategic Trust
 FNDF 1,984,470 $57,966,372 2.96%
3.
Ishares Trust
 IEF 92,894 $57,677,834 2.95%
4.
Microsoft Corp
 MSFT 111,176 $55,299,861 2.82%
5.
Quanta Services Inc.
 PWR 104,243 $39,412,194 2.01%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)