Visionary Wealth Advisors

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$1.71B
Signature - Title
Ryan Barke - Chief Compliance Officer
Location
O'fallon, IL
Summary
This page shows a list of all the recent 13F filings made by Visionary Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Visionary Wealth Advisors reported 534 stock holdings with total value $1.71B as of Q4 2024. Top holdings included AAPL, SCHG, IVV, PWR, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 534 $1.71B +$221M -$89.4M +$132M AAPL, SCHG, IVV, PWR, MSFT 13F-HR 2/13/2025, 06:10 PM
Q3 2024 533 $1.64B +$113M -$67.9M +$44.7M IVV, AAPL, SCHF, MSFT, PWR 13F-HR 11/12/2024, 02:42 PM
Q2 2024 504 $1.53B +$107M -$67.8M +$39.6M IVV, AAPL, MSFT, SCHF, SCHG 13F-HR 8/13/2024, 04:15 PM
Q1 2024 483 $1.48B +$149M -$107M +$42.2M IVV, SCHF, MSFT, AAPL, PWR 13F-HR 5/15/2024, 12:05 PM
Q4 2023 473 $1.36B +$129M -$109M +$19.7M IVV, AAPL, SCHF, MSFT, PWR 13F-HR 2/14/2024, 12:12 PM
Q3 2023 483 $1.23B +$74.6M -$54.5M +$20.1M IVV, SCHF, AAPL, PWR, MSFT 13F-HR 11/13/2023, 04:25 PM
Q2 2023 462 $1.25B +$121M -$92.7M +$28.6M IVV, AAPL, SCHF, PWR, MSFT 13F-HR 8/11/2023, 03:45 PM
Q1 2023 456 $1.18B +$127M -$73.6M +$53M SCHF, IVV, AAPL, MSFT, PWR Restatement 5/15/2023, 11:26 AM
Q4 2022 425 $1.08B +$143M -$70.9M +$71.8M IVV, SCHF, AAPL, UCON, SCHA 13F-HR 2/13/2023, 04:43 PM
Q3 2022 401 $963M +$50.8M -$111M -$60.7M IVV, SCHF, AAPL, SCHG, UCON 13F-HR 11/14/2022, 04:12 PM
Q2 2022 436 $1.11B +$127M -$77.3M +$49.4M IVV, SCHF, SCHG, AAPL, SCHV 13F-HR 8/12/2022, 04:59 PM
Q1 2022 436 $1.24B +$272M -$128M +$145M IVV, SCHF, SCHG, AAPL, AGG 13F-HR 5/12/2022, 03:51 PM
Q4 2021 385 $1.22B +$205M -$9.38M +$196M SCHG, SCHF, SCHV, IVV, AAPL 13F-HR 2/14/2022, 02:55 PM
Q3 2021 311 $971M +$76.6M -$85.7M -$9.06M SCHG, SCHF, AGG, IVV, MSFT 13F-HR 11/12/2021, 02:26 PM
Q2 2021 332 $995M +$88.2M -$92.2M -$3.99M SCHG, SCHF, IVV, AGG, MSFT 13F-HR 8/13/2021, 03:59 PM
Q1 2021 315 $951M +$88.7M -$70.5M +$18.2M SCHG, SCHF, AGG, IVV, VCIT 13F-HR 5/18/2021, 12:30 PM
Q4 2020 290 $892M +$158M -$45.7M +$113M SCHF, SCHG, AGG, IVV, AAPL 13F-HR 2/16/2021, 01:44 PM
Q3 2020 251 $709M +$93.7M -$42.8M +$50.9M IVV, SCHF, SCHG, AGG, MSFT 13F-HR 11/16/2020, 02:00 PM
Q2 2020 230 $657M +$119M -$62.1M +$57M SCHG, SCHF, IVV, MSFT, AGG 13F-HR 8/14/2020, 05:30 PM
Q1 2020 198 $531M +$124M -$35.8M +$87.7M SCHF, SCHG, IVV, AGG, PG 13F-HR 5/15/2020, 11:12 AM
Q4 2019 207 $545M SCHF, IVV, PG, MSFT, AGG 13F-HR 2/14/2020, 01:06 PM