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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 $1,360,704,769
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 92,699 $44,275,945 3.25%
2.
Apple Inc.
 AAPL 206,680 $39,792,030 2.92%
3.
Schwab Strategic Trust
 FNDF 1,064,617 $39,348,252 2.89%
4.
Microsoft Corp
 MSFT 91,152 $34,276,744 2.51%
5.
Quanta Services Inc.
 PWR 156,463 $33,764,715 2.48%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)