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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 $1,705,555,981
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 216,822 $54,296,638 3.18%
2.
Schwab Strategic Trust
 FNDF 1,901,176 $52,985,763 3.1%
3.
Ishares Trust
 IEF 88,852 $52,305,598 3.06%
4.
Quanta Services Inc.
 PWR 150,477 $47,558,256 2.78%
5.
Microsoft Corp
 MSFT 100,488 $42,355,769 2.48%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)