Visionary Wealth Advisors

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1802984
Institutional-grade research for retail investors

13F Reported Value

$2.3B

Holdings

638

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Visionary Wealth Advisors disclosed 638 positions worth $2.3B in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 4.5% of the equity portfolio. During the quarter the fund opened 21 new positions and exited 13 and a full exit from $MSFT. The portfolio is most concentrated in Other (59.8% of disclosed assets). All figures are sourced directly from Visionary Wealth Advisors’s Form 13F-HR filing with the SEC under CIK 1802984.

Sector Allocation

OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored
  • 76.1#112

    Quality

    $101.8M401,244 sh
  • ISHARES TR

    Quality

    $68.8M105,311 sh
  • $53.1M96,682 sh
  • SCHWAB STRATEGIC TR

    Quality

    $46.7M1,822,755 sh
  • SCHWAB STRATEGIC TR

    Quality

    $46.3M1,868,703 sh
  • $43.2M116,754 sh
  • SCHWAB STRATEGIC TR

    Quality

    $39.8M1,366,994 sh
  • AMERICAN CENTY ETF TR

    Quality

    $37.9M470,069 sh
  • ISHARES TR

    Quality

    $36.7M369,575 sh
  • PIMCO ETF TR

    Quality

    $30.5M1,162,463 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Visionary Wealth Advisors's 638 positions.

Showing top 10 of 638 holdings.

Sector Allocation

Other

$1.4B

Technology

$329.8M

Financials

$118.7M

Industrials

$109.0M

Consumer Discretionary

$92.1M

Healthcare

$74.7M

Energy

$73.0M

Consumer Staples

$49.8M

Full Holdings — Visionary Wealth Advisors (Q1 2026)

All 638 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1AAPL$AAPLApple Inc.$101.8M4.5%+1%76.1
2ISHARES TR$68.8M3.0%+2%
3PWR$PWRQUANTA SERVICES, INC.$53.1M2.4%-5%62.6
4SCHWAB STRATEGIC TR$46.7M2.1%+4%
5SCHWAB STRATEGIC TR$46.3M2.0%+2%
6MSFT$MSFTMICROSOFT CORP$43.2M1.9%+5%83.7
7SCHWAB STRATEGIC TR$39.8M1.8%+3%
8AMERICAN CENTY ETF TR$37.9M1.7%-0%
9ISHARES TR$36.7M1.6%+4%
10PIMCO ETF TR$30.5M1.4%+5%
11VANGUARD BD INDEX FDS$29.5M1.3%+6%
12CSCO$CSCOCISCO SYSTEMS, INC.$25.8M1.1%+0%72.3
13J P MORGAN EXCHANGE TRADED F$23.4M1.0%-10%
14AMERICAN CENTY ETF TR$23.4M1.0%-0%
15VANGUARD INDEX FDS$23.0M1.0%+7%
16SCHWAB STRATEGIC TR$22.9M1.0%+9%
17JNJ$JNJJOHNSON & JOHNSON$21.9M1.0%-6%72.8
18DIMENSIONAL ETF TRUST$21.6M1.0%+2%
19ISHARES TR$21.6M1.0%-0%
20VANGUARD INDEX FDS$21.1M0.9%+1%
21WMT$WMTWalmart Inc.$20.9M0.9%-3%63.2
22DIMENSIONAL ETF TRUST$20.7M0.9%+0%
23VANECK ETF TRUST$19.9M0.9%-3%
24PG$PGPROCTER & GAMBLE Co$19.4M0.9%+1%72.9
25NVDA$NVDANVIDIA CORP$19.1M0.8%+1%90.2
26VANGUARD INDEX FDS$18.9M0.8%+0%
27HD$HDHOME DEPOT, INC.$18.8M0.8%+4%69.2
28AMZN$AMZNAMAZON COM INC$18.5M0.8%+4%74.6
29XOM$XOMEXXON MOBIL CORP$18.2M0.8%-7%61.8
30PIMCO ETF TR$17.7M0.8%-3%
31ORLY$ORLYO REILLY AUTOMOTIVE INC$17.5M0.8%-1%72.7
32INNOVATOR ETFS TRUST$17.0M0.8%+36%
33AVGO$AVGOBroadcom Inc.$16.9M0.8%+1%86.4
34VANGUARD SPECIALIZED FUNDS$16.6M0.7%+2%
35CVX$CVXCHEVRON CORP$16.4M0.7%-1%54.7
36FIRST TR EXCHNG TRADED FD VI$16.4M0.7%-2%
37JPM$JPMJPMORGAN CHASE & CO$16.0M0.7%-2%35.6
38CAPITAL GROUP DIVIDEND VALUE$15.5M0.7%+10%
39BRK.B$BRK.BBERKSHIRE HATHAWAY INC$15.1M0.7%-3%64.5
40RBB FUND TRUST$14.6M0.6%+1322%
41KMI$KMIKINDER MORGAN, INC.$14.5M0.6%-1%74.6
42EMR$EMREMERSON ELECTRIC CO$14.1M0.6%+6%65.9
43DIMENSIONAL ETF TRUST$13.3M0.6%+26%
44PSX$PSXPhillips 66$12.7M0.6%-5%47.6
45CAPITAL GRP FIXED INCM ETF T$12.5M0.6%+5%
46SELECT SECTOR SPDR TR$12.5M0.6%-17%
47ABBV$ABBVAbbVie Inc.$12.5M0.6%+2%59.3
48LMT$LMTLOCKHEED MARTIN CORP$11.4M0.5%-9%65
49VZ$VZVERIZON COMMUNICATIONS INC$11.4M0.5%+1%71.6
50VANGUARD INDEX FDS$11.1M0.5%+3%
51AMPLIFY ETF TR$11.1M0.5%+5%
52MO$MOALTRIA GROUP, INC.$11.0M0.5%+1%72.1
53__PARK_1390777$__PARK_1390777Bank of New York Mellon Corp$10.7M0.5%-1%36.7
54J P MORGAN EXCHANGE TRADED F$10.4M0.5%-13%
55NSSC$NSSCNAPCO SECURITY TECHNOLOGIES, INC$10.3M0.5%-0%62
56SO$SOSOUTHERN CO$10.3M0.5%+6%65.1
57NEE$NEENEXTERA ENERGY INC$10.2M0.5%-4%71.7
58AMGN$AMGNAMGEN INC$10.0M0.4%-5%79.5
59PEP$PEPPEPSICO INC$9.9M0.4%+2%62.7
60DUK$DUKDuke Energy CORP$9.8M0.4%+5%64
61QCOM$QCOMQUALCOMM INC/DE$9.8M0.4%+19%81.9
62SCHWAB STRATEGIC TR$9.8M0.4%+7%
63META$METAMeta Platforms, Inc.$9.7M0.4%+2%80.9
64ISHARES TR$9.7M0.4%-2%
65SCHWAB STRATEGIC TR$9.7M0.4%+1%
66GSK$GSKGSK plc$9.7M0.4%-16%
67TSLA$TSLATesla, Inc.$9.6M0.4%+0%50.1
68JANUS DETROIT STR TR$9.6M0.4%-8%
69AMERICAN CENTY ETF TR$9.4M0.4%-4%
70VANGUARD INDEX FDS$9.4M0.4%-0%
71RTX$RTXRTX Corp$9.3M0.4%-12%70
72DIMENSIONAL ETF TRUST$9.3M0.4%+1%
73DOUBLELINE ETF TRUST$9.3M0.4%+6%
74PUTNAM ETF TRUST$9.1M0.4%+1%
75J P MORGAN EXCHANGE TRADED F$9.0M0.4%-17%
76GOOGL$GOOGLAlphabet Inc.$8.6M0.4%+1%80.2
77PIMCO ETF TR$8.6M0.4%+31%
78SCHWAB STRATEGIC TR$8.5M0.4%-1%
79ADP$ADPAUTOMATIC DATA PROCESSING INC$8.3M0.4%+45%77.9
80FIRST TR EXCHANGE TRADED FD$7.9M0.3%+3%
81KO$KOCOCA COLA CO$7.7M0.3%-1%74
82SCHWAB STRATEGIC TR$7.6M0.3%+2%
83J P MORGAN EXCHANGE TRADED F$7.4M0.3%-14%
84INNOVATOR ETFS TRUST$7.4M0.3%+103%
85IVZ$IVZInvesco Ltd.$7.3M0.3%-33%
86ULBI$ULBIULTRALIFE CORP$7.2M0.3%+1%40.8
87PIMCO ETF TR$7.2M0.3%+7%
88AMERICAN CENTY ETF TR$6.9M0.3%+13%
89CAPITAL GRP FIXED INCM ETF T$6.9M0.3%+21%
90VANGUARD MUN BD FDS$6.8M0.3%+16%
91CSPI$CSPICSP INC /MA/$6.8M0.3%+3%26.2
92DIMENSIONAL ETF TRUST$6.5M0.3%+1%
93AEM$AEMAGNICO EAGLE MINES LTD$6.4M0.3%-1%
94VANGUARD ADMIRAL FDS INC$6.4M0.3%+7%
95ISHARES TR$6.2M0.3%+10%
96ISHARES TR$6.2M0.3%+4%
97DBX ETF TR$6.1M0.3%-1%
98FIDELITY MERRIMACK STR TR$6.1M0.3%+3%
99GOOG$GOOGAlphabet Inc.$6.1M0.3%-1%80.2
100ISHARES TR$6.0M0.3%+1%
101DIMENSIONAL ETF TRUST$6.0M0.3%-14%
102INNOVATOR ETFS TRUST$5.7M0.3%+7%
103SPY$SPYSPDR S&P 500 ETF TRUST$5.7M0.3%+14%
104BLACKROCK ETF TRUST$5.6M0.3%-0%
105SSGA ACTIVE ETF TR$5.6M0.3%+7%
106ISHARES TR$5.3M0.2%+3%
107QQQ$QQQINVESCO QQQ TRUST, SERIES 1$5.2M0.2%+6%
108J P MORGAN EXCHANGE TRADED F$5.2M0.2%-4%
109CAMBRIA ETF TR$5.2M0.2%+25%
110ISHARES TR$5.2M0.2%+1%
111COHEN & STEERS ETF TRUST$5.0M0.2%+611%
112VANGUARD TAX-MANAGED FDS$5.0M0.2%+10%
113URI$URIUNITED RENTALS, INC.$4.9M0.2%-0%70.7
114VANGUARD WORLD FD$4.9M0.2%-0%
115PAR$PARPAR TECHNOLOGY CORP$4.8M0.2%+3%37.1
116DIMENSIONAL ETF TRUST$4.8M0.2%+5%
117SELECT SECTOR SPDR TR$4.8M0.2%+69%
118KYN$KYNKayne Anderson Energy Infrastructure Fund, Inc.$4.7M0.2%-2%
119GLD$GLDSPDR GOLD TRUST$4.7M0.2%-13%
120SPDR INDEX SHS FDS$4.7M0.2%-5%
121RBB FD INC$4.7M0.2%+6%
122ISHARES TR$4.6M0.2%+3%
123AMPLIFY ETF TR$4.5M0.2%+50%
124LLY$LLYELI LILLY & Co$4.5M0.2%-1%89.3
125PFE$PFEPFIZER INC$4.5M0.2%+7%69
126VANGUARD SCOTTSDALE FDS$4.5M0.2%+9%
127J P MORGAN EXCHANGE TRADED F$4.5M0.2%-1%
128ISHARES TR$4.4M0.2%-2%
129DIMENSIONAL ETF TRUST$4.3M0.2%+3%
130TIDAL TRUST I$4.3M0.2%+20%
131J P MORGAN EXCHANGE TRADED F$4.3M0.2%-2%
132SPDR SERIES TRUST$4.2M0.2%+9%
133BITB$BITBBitwise Bitcoin ETF$4.1M0.2%-1%
134VANECK ETF TRUST$4.1M0.2%-53%
135MRK$MRKMerck & Co., Inc.$4.1M0.2%+3%70.9
136VANGUARD INDEX FDS$4.0M0.2%+4%
137IBIT$IBITiShares Bitcoin Trust ETF$3.9M0.2%-14%
138TIDAL TRUST II$3.8M0.2%+2%
139ISHARES TR$3.8M0.2%+5%
140SPDR SERIES TRUST$3.7M0.2%+3%
141AEIS$AEISADVANCED ENERGY INDUSTRIES INC$3.7M0.2%+0%61.9
142EA SERIES TRUST$3.7M0.2%-0%
143SPDR SERIES TRUST$3.7M0.2%+3%
144FRANKLIN TEMPLETON ETF TR$3.6M0.2%+4%
145VANGUARD WORLD FD$3.6M0.2%+88%
146TXRH$TXRHTexas Roadhouse, Inc.$3.6M0.2%+95%68
147PLTR$PLTRPalantir Technologies Inc.$3.6M0.2%+22%85.8
148ROL$ROLROLLINS INC$3.5M0.1%+16%73.2
149AMERICAN CENTY ETF TR$3.5M0.1%-0%
150FIDELITY COVINGTON TRUST$3.4M0.1%-3%
151SPDR SERIES TRUST$3.4M0.1%+3%
152V$VVISA INC.$3.3M0.1%+9%83.5
153ISHARES TR$3.3M0.1%+0%
154AMPLIFY ETF TR$3.3M0.1%+11%
155ET$ETEnergy Transfer LP$3.2M0.1%-0%64.5
156PIMCO ETF TR$3.2M0.1%+1%
157MU$MUMICRON TECHNOLOGY INC$3.2M0.1%-2%88.4
158INNOVATOR ETFS TRUST$3.1M0.1%-27%
159ISHARES TR$3.1M0.1%-1%
160VANGUARD INDEX FDS$3.1M0.1%-0%
161SELECT SECTOR SPDR TR$3.0M0.1%-7%
162COST$COSTCOSTCO WHOLESALE CORP /NEW$3.0M0.1%+0%67
163GLOBAL X FDS$3.0M0.1%-1%
164VANGUARD INDEX FDS$2.9M0.1%+18%
165ISHARES TR$2.9M0.1%+5%
166ISHARES TR$2.8M0.1%+12%
167PIMCO ETF TR$2.8M0.1%-42%
168GS$GSGOLDMAN SACHS GROUP INC$2.7M0.1%+2%
169SIMPLIFY EXCHANGE TRADED FUN$2.7M0.1%-5%
170TXN$TXNTEXAS INSTRUMENTS INC$2.7M0.1%+19%70.4
171ISHARES TR$2.7M0.1%-1%
172VANGUARD INDEX FDS$2.6M0.1%+10%
173J P MORGAN EXCHANGE TRADED F$2.6M0.1%-38%
174MA$MAMastercard Inc$2.6M0.1%-3%81.7
175SPDR SERIES TRUST$2.6M0.1%-0%
176AMD$AMDADVANCED MICRO DEVICES INC$2.6M0.1%+8%78.8
177IVZ$IVZInvesco Ltd.$2.5M0.1%+11%
178FIRST TR EXCHNG TRADED FD VI$2.5M0.1%-4%
179UPS$UPSUNITED PARCEL SERVICE INC$2.5M0.1%+180%58.2
180UNH$UNHUNITEDHEALTH GROUP INC$2.4M0.1%-2%66.8
181EPD$EPDENTERPRISE PRODUCTS PARTNERS L.P.$2.4M0.1%-1%66.4
182AMERICAN CENTY ETF TR$2.4M0.1%+6%
183BA$BABOEING CO$2.4M0.1%+5%51.8
184PIMCO ETF TR$2.3M0.1%+4%
185ISHARES TR$2.3M0.1%+4%
186SCHWAB STRATEGIC TR$2.3M0.1%+130%
187CAT$CATCATERPILLAR INC$2.2M0.1%-1%67.8
188ISHARES TR$2.2M0.1%+1%
189VANGUARD WORLD FD$2.2M0.1%+67%
190BAC$BACBANK OF AMERICA CORP /DE/$2.2M0.1%+0%68.4
191CAPITAL GROUP GROWTH ETF$2.1M0.1%+2%
192PROSHARES TR$2.1M0.1%-23%
193MCD$MCDMCDONALDS CORP$2.1M0.1%-3%73.9
194AZO$AZOAUTOZONE INC$2.0M0.1%+0%66.5
195ISHARES TR$2.0M0.1%-0%
196GLDM$GLDMWorld Gold Trust$2.0M0.1%-16%
197ISHARES TR$2.0M0.1%-0%
198IVZ$IVZInvesco Ltd.$2.0M0.1%+0%
199FIRST TR EXCH TRADED FD III$2.0M0.1%+7%
200PACER FDS TR$1.9M0.1%+2%
201ORCL$ORCLORACLE CORP$1.8M0.1%-0%67.2
202ISHARES TR$1.8M0.1%-3%
203EXCHANGE LISTED FDS TR$1.8M0.1%+9%
204VANGUARD INTL EQUITY INDEX F$1.8M0.1%+1%
205SELECT SECTOR SPDR TR$1.8M0.1%+568%
206FIRST TR EXCHANGE-TRADED FD$1.8M0.1%+43%
207ISHARES TR$1.8M0.1%-1%
208GBTC$GBTCGrayscale Bitcoin Trust ETF$1.8M0.1%-8%
209INNOVATOR ETFS TRUST$1.8M0.1%-9%
210TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$1.7M0.1%+1%
211PGIM ETF TR$1.7M0.1%+6%
212EFSC$EFSCENTERPRISE FINANCIAL SERVICES CORP$1.7M0.1%-19%
213PROFESIONALLY MANAGED PORTFO$1.7M0.1%-12%
214EXCHANGE TRADED CONCEPTS TRU$1.7M0.1%+6%
215EFT$EFTEaton Vance Floating-Rate Income Trust$1.7M0.1%+8%
216YMM$YMMFull Truck Alliance Co. Ltd.$1.7M0.1%+0%
217IVZ$IVZInvesco Ltd.$1.6M0.1%+0%
218J P MORGAN EXCHANGE TRADED F$1.6M0.1%-73%
219ISHARES INC$1.6M0.1%-1%
220VANGUARD MALVERN FDS$1.5M0.1%-14%
221INNOVATOR ETFS TRUST$1.5M0.1%-13%
222HON$HONHONEYWELL INTERNATIONAL INC$1.5M0.1%+1%65.7
223ISHARES TR$1.5M0.1%+2%
224CTAS$CTASCINTAS CORP$1.5M0.1%+0%76.3
225ISHARES TR$1.5M0.1%-3%
226NFLX$NFLXNETFLIX INC$1.4M0.1%+9%86.7
227THEMES ETF TR$1.4M0.1%+102%
228T$TAT&T INC.$1.4M0.1%+2%71.9
229TIDAL TRUST II$1.3M0.1%+0%
230GLOBAL X FDS$1.3M0.1%-41%
231FIRST TR EXCHNG TRADED FD VI$1.3M0.1%-41%
232ISHARES TR$1.3M0.1%-1%
233IVZ$IVZInvesco Ltd.$1.3M0.1%-16%
234ISHARES TR$1.3M0.1%+4%
235IVZ$IVZInvesco Ltd.$1.3M0.1%-11%
236DELL$DELLDell Technologies Inc.$1.3M0.1%-1%76
237WT$WTWisdomTree, Inc.$1.3M0.1%+9%62.9
238INNOVATOR ETFS TRUST$1.3M0.1%+107%
239GLOBAL X FDS$1.3M0.1%+14%
240IVZ$IVZInvesco Ltd.$1.3M0.1%-44%
241EA SERIES TRUST$1.3M0.1%+175%
242VANGUARD WELLINGTON FD$1.3M0.1%-2%
243MSTR$MSTRStrategy Inc$1.2M0.1%+0%25.4
244VANECK ETF TRUST$1.2M0.1%+27%
245AEE$AEEAMEREN CORP$1.2M0.1%+0%63.5
246VANGUARD WHITEHALL FDS$1.2M0.1%+9%
247FIDELITY COVINGTON TRUST$1.2M0.1%-21%
248ISHARES TR$1.2M0.1%+0%
249HODL$HODLVanEck Bitcoin ETF$1.2M0.1%+30%
250FMBH$FMBHFIRST MID BANCSHARES, INC.$1.2M0.1%+0%
251ISHARES TR$1.2M0.1%-1%
252ETH$ETHGrayscale Ethereum Staking Mini ETF$1.1M0.1%+7%
253VANGUARD INDEX FDS$1.1M0.1%-1%
254DIMENSIONAL ETF TRUST$1.1M0.1%+3%
255UNP$UNPUNION PACIFIC CORP$1.1M0.1%-0%74
256ISHARES INC$1.1M0.1%+8%
257AMERICAN CENTY ETF TR$1.1M0.1%+124%
258ISHARES TR$1.1M0.1%-42%
259FIRST TR EXCHNG TRADED FD VI$1.1M0.1%-9%
260MS$MSMORGAN STANLEY$1.1M0.1%-8%
261AMERICAN CENTY ETF TR$1.1M0.1%-94%
262VANGUARD WORLD FD$1.1M0.1%+3%
263INNOVATOR ETFS TRUST$1.1M0.1%-11%
264INNOVATOR ETFS TRUST$1.1M0.1%-32%
265SPDR SERIES TRUST$1.1M0.1%+13%
266VANGUARD INDEX FDS$1.1M0.1%+2%
267ALL$ALLALLSTATE CORP$1.1M0.1%+5%76.6
268ISHARES TR$1.1M0.1%+2%
269CRM$CRMSalesforce, Inc.$1.1M0.1%+0%75.2
270DE$DEDEERE & CO$1.1M0.1%-4%57.4
271MELI$MELIMERCADOLIBRE INC$1.0M0.1%+4%77.5
272AMPLIFY ETF TR$1.0M0.1%-29%
273ISHARES TR$1.0M0.1%+2%
274SPROTT FDS TR$1.0M0.1%NEW
275SPDR SERIES TRUST$1.0M0.1%-80%
276AMAT$AMATAPPLIED MATERIALS INC /DE$1.0M0.1%+15%74.8
277SELECT SECTOR SPDR TR$1.0M0.1%-1%
278AAAU$AAAUGoldman Sachs Physical Gold ETF$1.0M0.1%-3%
279CAPITAL GROUP CORE EQUITY ET$1.0M0.1%+7%
280ISHARES TR$1.0M0.1%+6%
281IP$IPINTERNATIONAL PAPER CO /NEW/$1.0M0.1%+19%52.1
282EA SERIES TRUST$1.0M0.1%-12%
283STATE STR SPDR DOW JONES IND$1.0M0.0%+1%
284C$CCITIGROUP INC$1.0M0.0%+3%54.8
285CAPITAL GROUP CORE BALANCED$1.0M0.0%+18%
286EA SERIES TRUST$1.0M0.0%+10%
287VANGUARD WORLD FD$1.0M0.0%+0%
288TCW ETF TRUST$997,8000.0%+9%
289FIRST TR EXCHANGE-TRADED FD$989,3790.0%-9%
290ISHARES TR$987,8470.0%+10%
291VANGUARD ADMIRAL FDS INC$982,2680.0%-91%
292GS$GSGOLDMAN SACHS GROUP INC$979,6230.0%-3%
293CRWD$CRWDCrowdStrike Holdings, Inc.$973,6830.0%+17%55
294FIRST TR EXCHANGE-TRADED FD$971,1050.0%+82%
295ISHARES TR$970,5790.0%+10%
296PM$PMPhilip Morris International Inc.$963,1650.0%-7%80.5
297VANGUARD ADMIRAL FDS INC$953,1800.0%-95%
298ISHARES TR$944,0780.0%-4%
299GEV$GEVGE Vernova Inc.$922,6960.0%+16%70.1
300ISHARES TR$910,0020.0%+11%
301SPDR SERIES TRUST$902,1800.0%-88%
302ISHARES TR$900,5560.0%-2%
303SELECT SECTOR SPDR TR$893,7410.0%+9%
304CVS$CVSCVS HEALTH Corp$892,2230.0%-1%51.3
305WFC$WFCWELLS FARGO & COMPANY/MN$889,3040.0%-8%
306FIRST TR EXCHANGE TRADED FD$871,4470.0%+15%
307IVZ$IVZInvesco Ltd.$871,0650.0%-2%
308WMB$WMBWILLIAMS COMPANIES, INC.$851,0280.0%-6%72.8
309LITMAN GREGORY FDS TR$847,5310.0%-1%
310NOW$NOWServiceNow, Inc.$839,0140.0%+6%76
311FIRST TR EXCHANGE-TRADED FD$836,5260.0%+4%
312USB$USBUS BANCORP DE$828,6680.0%+5%71.4
313FIRST TR EXCHNG TRADED FD VI$825,0220.0%+0%
314SIVR$SIVRabrdn Silver ETF Trust$818,5030.0%-1%
315IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$815,0800.0%-16%66.7
316VANGUARD INTL EQUITY INDEX F$814,3710.0%+14%
317AMERICAN CENTY ETF TR$800,9830.0%-11%
318J P MORGAN EXCHANGE TRADED F$799,8290.0%+21%
319INNOVATOR ETFS TRUST$798,3630.0%-20%
320J P MORGAN EXCHANGE TRADED F$790,5400.0%+9%
321CAPITAL GRP FIXED INCM ETF T$773,2640.0%+9%
322APO$APOApollo Global Management, Inc.$773,2550.0%+24%55.7
323FIRST TR EXCHANGE-TRADED FD$769,0030.0%-88%
324ISHARES TR$763,7420.0%+2%
325JOHN HANCOCK EXCHANGE TRADED$762,9920.0%-1%
326VICTORY PORTFOLIOS II$760,2730.0%+14%
327INNOVATOR ETFS TRUST$759,3910.0%-25%
328FIRST TR EXCHANGE TRADED FD$756,9930.0%+6%
329SPDR SERIES TRUST$747,4130.0%+2%
330VKTX$VKTXViking Therapeutics, Inc.$741,2290.0%+10%
331SELECT SECTOR SPDR TR$730,6790.0%+27%
332SPDR SERIES TRUST$727,4220.0%+10%
333DIMENSIONAL ETF TRUST$720,7950.0%+3%
334FRANKLIN TEMPLETON ETF TR$714,5240.0%+4%
335ISHARES TR$712,0890.0%+6%
336CI$CICigna Group$697,3220.0%+5%66.8
337IAU$IAUISHARES GOLD TRUST$696,9050.0%+3%
338SPDR SERIES TRUST$693,0640.0%+122%
339ISHARES TR$682,7350.0%+68%
340VANECK ETF TRUST$682,5210.0%-5%
341DIMENSIONAL ETF TRUST$681,8710.0%+6%
342VANGUARD SCOTTSDALE FDS$680,7650.0%+0%
343ANET$ANETArista Networks, Inc.$674,3080.0%+11%86
344ETN$ETNEaton Corp plc$668,0870.0%+3%
345INNOVATOR ETFS TRUST$662,1800.0%-4%
346SHEN$SHENSHENANDOAH TELECOMMUNICATIONS CO/VA/$653,2690.0%+75%34.5
347TIDAL TRUST III$650,6170.0%+149%
348DOV$DOVDOVER Corp$644,4330.0%+18%63.1
349DIREXION SHARES ETF TRUST$643,1620.0%-11%
350KKR$KKRKKR & Co. Inc.$642,5130.0%+0%49.8
351FIRST TR EXCHANGE TRADED FD$634,7790.0%+0%
352AXP$AXPAMERICAN EXPRESS CO$630,2600.0%-6%73.2
353SPDR SERIES TRUST$628,0780.0%+13%
354GS$GSGOLDMAN SACHS GROUP INC$623,5840.0%-2%
355TIDAL TRUST II$620,5630.0%+10%
356CAPITAL GROUP GBL GROWTH EQT$610,3040.0%+13%
357ISHARES TR$609,2920.0%-0%
358BE$BEBloom Energy Corp$608,0800.0%-34%54.4
359ISHARES TR$604,8210.0%+9%
360BX$BXBlackstone Inc.$599,0190.0%+6%68
361EMF$EMFTEMPLETON EMERGING MARKETS FUND$596,6000.0%NEW
362GLOBAL X FDS$592,7820.0%+4%
363ISHARES TR$591,9480.0%+0%
364EA SERIES TRUST$586,5040.0%+0%
365THEMES ETF TR$585,8570.0%+186%
366INNOVATOR ETFS TRUST$585,2550.0%-84%
367HUBB$HUBBHUBBELL INC$584,8250.0%-8%68.7
368AMPLIFY ETF TR$580,5170.0%+8%
369KRANESHARES TRUST$576,5050.0%-5%
370OKE$OKEONEOK INC /NEW/$574,2120.0%-3%72
371IVZ$IVZInvesco Ltd.$567,6890.0%-1%
372INNOVATOR ETFS TRUST$564,4860.0%-1%
373CLS$CLSCELESTICA INC$564,2060.0%+187%69
374VANECK ETF TRUST$563,2980.0%+38%
375GOLDMAN SACHS ETF TR$563,2510.0%+3%
376INNOVATOR ETFS TRUST$562,1590.0%-1%
377J P MORGAN EXCHANGE TRADED F$557,8210.0%+9%
378ISHARES TR$552,7390.0%+0%
379VIST$VISTVista Energy, S.A.B. de C.V.$550,8560.0%-19%
380VANGUARD WHITEHALL FDS$549,6310.0%-5%
381INVESCO ACTIVELY MANAGED EXC$548,9710.0%NEW
382INNOVATOR ETFS TRUST$546,0660.0%+0%
383ISHARES INC$544,0000.0%-27%
384INVESCO EXCHANGE TRADED FD T$543,4850.0%+0%
385BITW$BITWBitwise 10 Crypto Index ETF$543,1350.0%+7%
386GLOBAL X FDS$534,5940.0%-6%
387EOG$EOGEOG RESOURCES INC$534,1870.0%+14%71.1
388ISRG$ISRGINTUITIVE SURGICAL INC$531,0610.0%+9%81.4
389STT$STTSTATE STREET CORP$527,5650.0%-54%61.5
390VICTORY PORTFOLIOS II$526,5220.0%+24%
391SCHWAB STRATEGIC TR$524,8420.0%+8%
392UTG$UTGREAVES UTILITY INCOME FUND$523,7030.0%+7%
393FIRST TR EXCHANGE TRADED FD$511,3840.0%+0%
394VRT$VRTVertiv Holdings Co$510,7530.0%-3%82.7
395WELL$WELLWELLTOWER INC.$508,5110.0%+0%75.7
396INNOVATOR ETFS TRUST$507,6160.0%-2%
397PANW$PANWPalo Alto Networks Inc$504,6880.0%+0%66.5
398O$OREALTY INCOME CORP$503,0250.0%+19%74.6
399HARBOR ETF TRUST$500,3860.0%-77%
400INNOVATOR ETFS TRUST$499,2100.0%-86%
401ISHARES TR$496,0190.0%+1%
402INNOVATOR ETFS TRUST$490,2700.0%+0%
403VST$VSTVistra Corp.$485,1290.0%+0%62.9
404INNOVATOR ETFS TRUST$485,0090.0%-4%
405GLOBAL X FDS$481,0040.0%+9%
406ZBRA$ZBRAZEBRA TECHNOLOGIES CORP$479,4210.0%NEW65.9
407OXY$OXYOCCIDENTAL PETROLEUM CORP /DE/$478,5650.0%-19%66.3
408GLOBAL X FDS$476,3740.0%+13%
409AZN$AZNASTRAZENECA PLC$474,3150.0%-43%
410INTC$INTCINTEL CORP$473,7520.0%-13%41.5
411ISHARES TR$470,7720.0%-0%
412ISHARES TR$469,5620.0%-13%
413ZWS$ZWSZurn Elkay Water Solutions Corp$469,3410.0%-19%67.4
414RJF$RJFRAYMOND JAMES FINANCIAL INC$467,1900.0%-2%63.8
415GSL$GSLGlobal Ship Lease, Inc.$467,0880.0%-7%
416COP$COPCONOCOPHILLIPS$464,0490.0%+1%74.8
417HOOD$HOODRobinhood Markets, Inc.$462,9940.0%-1%75.8
418ENB$ENBENBRIDGE INC$462,4590.0%+1%
419ISHARES TR$462,2050.0%-0%
420ISHARES TR$461,5140.0%-4%
421FIRST TR EXCHNG TRADED FD VI$461,1310.0%+0%
422RBB FUND TRUST$457,1180.0%-58%
423RF$RFREGIONS FINANCIAL CORP$454,6930.0%-3%
424STT$STTSTATE STREET CORP$452,9130.0%-8%61.5
425IBRX$IBRXImmunityBio, Inc.$450,6900.0%NEW30
426STX$STXSeagate Technology Holdings plc$450,5240.0%-18%
427INNOVATOR ETFS TRUST$445,2580.0%+0%
428ROST$ROSTROSS STORES, INC.$444,2280.0%+1%71.5
429GLOBAL X FDS$439,3850.0%+20%
430SCHWAB STRATEGIC TR$437,3190.0%-99%
431UBER$UBERUber Technologies, Inc$434,8890.0%-10%79.3
432TORTOISE CAPITAL SERIES TRUS$430,4670.0%-14%
433M$MMacy's, Inc.$429,6380.0%+19%48.9
434PINS$PINSPINTEREST, INC.$429,1380.0%+41%62
435NORTHERN LTS FD TR IV$428,8310.0%+5%
436APP$APPAppLovin Corp$428,2480.0%+49%86.8
437ABT$ABTABBOTT LABORATORIES$427,5570.0%-13%67
438SLV$SLViShares Silver Trust$427,3750.0%-8%
439STT$STTSTATE STREET CORP$426,8200.0%-15%61.5
440FDX$FDXFEDEX CORP$426,2350.0%-5%60.3
441ISHARES TR$421,8290.0%+4%
442BLACKROCK ETF TRUST$421,7830.0%+67%
443ISHARES TR$419,8880.0%-10%
444CRWV$CRWVCoreWeave, Inc.$419,5010.0%+54%46.5
445INNOVATOR ETFS TRUST$417,5860.0%-1%
446TIDAL TRUST II$416,5200.0%+7%
447CDE$CDECoeur Mining, Inc.$414,9860.0%-9%78.1
448TIDAL TRUST II$411,2590.0%+9%
449INNOVATOR ETFS TRUST$409,7010.0%+4%
450ISHARES TR$409,0320.0%+7%
451CAPITAL GROUP GLOBAL EQUITY$406,2600.0%+44%
452EA SERIES TRUST$404,6030.0%-11%
453SPDR INDEX SHS FDS$402,0700.0%-86%
454ADBE$ADBEADOBE INC.$399,8670.0%+4%80.4
455WRB$WRBBERKLEY W R CORP$398,1440.0%+0%71.8
456INNOVATOR ETFS TRUST$394,6180.0%-7%
457MCK$MCKMCKESSON CORP$394,4530.0%-3%63.7
458CAPITAL GROUP DIVIDEND GROWE$391,9210.0%+29%
459RIO$RIORIO TINTO PLC$390,0980.0%-2%
460ISHARES TR$386,7660.0%+1%
461INNOVATOR ETFS TRUST$386,7210.0%+0%
462WT$WTWisdomTree, Inc.$384,7400.0%-3%62.9
463CB$CBChubb Ltd$383,6200.0%+31%
464CAMBRIA ETF TR$382,0490.0%+35%
465SBUX$SBUXSTARBUCKS CORP$379,4180.0%-16%54.6
466ALPS ETF TR$377,9680.0%-8%
467DVN$DVNDEVON ENERGY CORP/DE$376,0960.0%-2%70.2
468INNOVATOR ETFS TRUST$375,0790.0%-87%
469GE$GEGENERAL ELECTRIC CO$374,6030.0%-3%74.8
470FIRST TR EXCHNG TRADED FD VI$373,1210.0%+6%
471IONQ$IONQIonQ, Inc.$369,8890.0%+4%32.8
472MPC$MPCMarathon Petroleum Corp$367,3720.0%-8%50.7
473XPO$XPOXPO, Inc.$367,3110.0%-32%55.3
474ISHARES TR$365,6490.0%+0%
475J P MORGAN EXCHANGE TRADED F$364,9400.0%+0%
476TIDAL TRUST II$363,6580.0%+8%
477BAR$BARGraniteShares Gold Trust$362,7210.0%+0%
478TIDAL TRUST II$362,3800.0%+4%
479GLOBAL X FDS$360,1670.0%-22%
480LRCX$LRCXLAM RESEARCH CORP$359,1630.0%-9%82.4
481SPDR SERIES TRUST$355,9050.0%-21%
482SELECT SECTOR SPDR TR$354,0660.0%+0%
483ISHARES TR$352,6170.0%-0%
484OBDC$OBDCBlue Owl Capital Corp$352,0310.0%-0%
485VANGUARD SCOTTSDALE FDS$351,8220.0%+19%
486AMERICAN CENTY ETF TR$349,8790.0%-99%
487FRANKLIN TEMPLETON ETF TR$349,0050.0%-7%
488MAR$MARMARRIOTT INTERNATIONAL INC /MD/$347,1400.0%-5%65.9
489FSK$FSKFS KKR Capital Corp$343,9230.0%-3%
490BIP$BIPBrookfield Infrastructure Partners L.P.$343,5300.0%-3%
491CRDO$CRDOCredo Technology Group Holding Ltd$343,3770.0%+28%
492ISHARES TR$342,1930.0%-0%
493BP$BPBP PLC$341,9140.0%-13%
494COHEN & STEERS ETF TRUST$341,7530.0%-66%
495ORI$ORIOLD REPUBLIC INTERNATIONAL CORP$341,6110.0%-0%70.4
496MOD$MODMODINE MANUFACTURING CO$340,2350.0%-7%48.8
497FCX$FCXFREEPORT-MCMORAN INC$340,1630.0%-11%73.1
498AVB$AVBAVALONBAY COMMUNITIES INC$338,9520.0%-1%57.5
499INNOVATOR ETFS TRUST$337,1980.0%-0%
500INNOVATOR ETFS TRUST$337,1390.0%+0%
501IVZ$IVZInvesco Ltd.$337,0370.0%-22%
502HALO$HALOHALOZYME THERAPEUTICS, INC.$335,7530.0%NEW81.2
503FIDELITY COVINGTON TRUST$334,8420.0%+4%
504COLUMBIA ETF TR I$334,0200.0%+7%
505AFL$AFLAFLAC INC$328,5220.0%+0%60.3
506NEM$NEMNEWMONT Corp /DE/$326,9390.0%-7%88.3
507MDY$MDYSPDR S&P MIDCAP 400 ETF TRUST$326,5110.0%+0%
508PIMCO ETF TR$325,3180.0%-6%
509VANGUARD WORLD FD$324,5640.0%-2%
510ISHARES TR$323,1190.0%-96%
511ZS$ZSZscaler, Inc.$321,6850.0%+5%57.9
512SELECT SECTOR SPDR TR$313,5590.0%-1%
513AGQ$AGQProShares Trust II$310,7260.0%+9%
514PFH$PFHPRUDENTIAL FINANCIAL INC$308,0110.0%-2%58.6
515ADI$ADIANALOG DEVICES INC$307,3240.0%+4%76.2
516JANUS DETROIT STR TR$303,9260.0%+46%
517SHOP$SHOPSHOPIFY INC.$302,7190.0%-1%
518IVZ$IVZInvesco Ltd.$302,2770.0%-1%
519APLD$APLDApplied Digital Corp.$302,2580.0%-22%35.4
520INNOVATOR ETFS TRUST$302,2020.0%-9%
521MPLX$MPLXMPLX LP$301,9150.0%-6%76.5
522BLK$BLKBlackRock, Inc.$301,5840.0%+4%70.3
523COIN$COINCoinbase Global, Inc.$301,0280.0%+29%68
524ISHARES TR$300,7410.0%-0%
525INNOVATOR ETFS TRUST$297,6750.0%-7%
526NEW YORK LIFE INVTS ACTIVE E$297,1650.0%+1%
527WM$WMWASTE MANAGEMENT INC$295,1320.0%-2%70.7
528SPDR SERIES TRUST$294,9320.0%+4%
529LADR$LADRLadder Capital Corp$292,4830.0%-3%
530SCHWAB STRATEGIC TR$291,0910.0%-99%
531J$JJACOBS SOLUTIONS INC.$285,8960.0%+0%47.7
532DRI$DRIDARDEN RESTAURANTS INC$284,6510.0%+5%68.6
533UTF$UTFCOHEN & STEERS INFRASTRUCTURE FUND INC$284,2710.0%+1%
534CG$CGCarlyle Group Inc.$283,3880.0%-5%47.3
535MSI$MSIMotorola Solutions, Inc.$282,4110.0%+16%73.8
536ISHARES TR$282,2110.0%+8%
537ALAB$ALABAstera Labs, Inc.$280,4670.0%+1%77.7
538FIDELITY COVINGTON TRUST$280,1550.0%+1%
539INNOVATOR ETFS TRUST$278,3170.0%+0%
540LOW$LOWLOWES COMPANIES INC$277,4120.0%-1%63.5
541INNOVATOR ETFS TRUST$277,2480.0%+0%
542COF$COFCAPITAL ONE FINANCIAL CORP$276,1120.0%+66%71
543PPLT$PPLTabrdn Platinum ETF Trust$275,5440.0%+22%
544INNOVATOR ETFS TRUST$272,6170.0%+1%
545ISHARES INC$272,3210.0%-32%
546BTC$BTCGrayscale Bitcoin Mini Trust ETF$268,2010.0%+0%
547MRVL$MRVLMarvell Technology, Inc.$266,7810.0%+9%77.3
548INNOVATOR ETFS TRUST$266,7390.0%+0%
549CAPITAL GRP FIXED INCM ETF T$263,8320.0%-98%
550PIMCO ETF TR$263,7860.0%+8%
551DIS$DISWalt Disney Co$263,0390.0%-10%68.9
552INNOVATOR ETFS TRUST$261,8700.0%+0%
553TFC$TFCTRUIST FINANCIAL CORP$260,5920.0%+0%
554ISHARES TR$258,4190.0%-93%
555ETF SER SOLUTIONS$256,9980.0%+8%
556ARCC$ARCCARES CAPITAL CORP$255,7030.0%+2%
557DLR$DLRDIGITAL REALTY TRUST, INC.$253,3170.0%-9%70.2
558ISHARES TR$253,1510.0%-94%
559FIRST TR EXCHANGE TRAD FD VI$252,5670.0%-1%
560ETF OPPORTUNITIES TRUST$245,7490.0%+4%
561INNOVATOR ETFS TRUST$245,4530.0%-91%
562INNOVATOR ETFS TRUST$244,4100.0%+0%
563SQM$SQMCHEMICAL & MINING CO OF CHILE INC$242,8200.0%+0%
564ISHARES TR$242,5880.0%-1%
565ISHARES TR$242,3630.0%-10%
566SCHWAB STRATEGIC TR$241,7260.0%-100%
567VANGUARD WORLD FD$239,6380.0%-1%
568ISHARES TR$239,1260.0%-94%
569ISHARES TR$237,6460.0%+1%
570VANGUARD INDEX FDS$234,1540.0%-6%
571ISHARES TR$233,9560.0%-94%
572ARK ETF TR$233,8330.0%+6%
573GDLC$GDLCGrayscale CoinDesk Crypto 5 ETF$233,6760.0%NEW
574PROSHARES TR$231,1120.0%+0%
575IVZ$IVZInvesco Ltd.$230,9960.0%+0%
576MMM$MMM3M CO$230,3770.0%-6%60.7
577INNOVATOR ETFS TRUST$229,4200.0%-8%
578CMI$CMICUMMINS INC$229,2420.0%+0%58.9
579INNOVATOR ETFS TRUST$228,6660.0%-92%
580STAG$STAGSTAG Industrial, Inc.$228,2440.0%-3%67.8
581ISHARES TR$227,4890.0%-5%
582ISHARES TR$227,2000.0%+0%
583APD$APDAir Products & Chemicals, Inc.$227,1720.0%NEW41.2
584CAPITAL GROUP NEW GEOGRAPHY$226,5150.0%NEW
585E$EENI SPA$226,4400.0%NEW
586SOFI$SOFISoFi Technologies, Inc.$226,0840.0%+13%53.8
587SPG$SPGSIMON PROPERTY GROUP INC.$225,3470.0%+0%76.9
588DIMENSIONAL ETF TRUST$223,5530.0%-99%
589INNOVATOR ETFS TRUST$221,2250.0%+0%
590CIEN$CIENCIENA CORP$220,5150.0%NEW70.7
591TJX$TJXTJX COMPANIES INC /DE/$219,8970.0%NEW70.7
592NBIS$NBISNebius Group N.V.$218,7270.0%NEW
593F$FFORD MOTOR CO$218,3160.0%-6%58.5
594WT$WTWisdomTree, Inc.$218,0950.0%-86%62.9
595IVZ$IVZInvesco Ltd.$217,3400.0%-8%
596TMUS$TMUST-Mobile US, Inc.$216,3740.0%-3%72.7
597AMERICAN CENTY ETF TR$216,2570.0%+14%
598D$DDOMINION ENERGY, INC$215,7960.0%-1%74.9
599AIM ETF PRODUCTS TRUST$214,9570.0%+0%
600FIRST TR EXCHANGE-TRADED FD$214,0800.0%+2%
601FIRST TR EXCH TRADED FD III$213,8910.0%-11%
602AEP$AEPAMERICAN ELECTRIC POWER CO INC$213,8210.0%NEW75.4
603SELECT SECTOR SPDR TR$212,6730.0%-96%
604IVZ$IVZInvesco Ltd.$212,4130.0%-45%
605FBTC$FBTCFidelity Wise Origin Bitcoin Fund$211,6820.0%-0%
606HD$HDHOME DEPOT, INC.$211,2750.0%-11%69.2
607INNOVATOR ETFS TRUST$208,1190.0%-2%
608LUV$LUVSOUTHWEST AIRLINES CO$207,7220.0%+0%51.1
609MDLZ$MDLZMondelez International, Inc.$207,5160.0%-7%53.9
610TGT$TGTTARGET CORP$206,1610.0%NEW53.1
611CEG$CEGConstellation Energy Corp$206,1400.0%-3%62.5
612DXYZ$DXYZDestiny Tech100 Inc.$204,4120.0%-3%
613CME$CMECME GROUP INC.$204,0870.0%NEW74.5
614SJM$SJMJ M SMUCKER Co$203,7610.0%-5%46.4
615INNOVATOR ETFS TRUST$203,5770.0%-93%
616ISHARES TR$203,0680.0%+0%
617LISTED FDS TR$203,0030.0%+8%
618ITW$ITWILLINOIS TOOL WORKS INC$200,2490.0%NEW71.2
619AGNC$AGNCAGNC Investment Corp.$195,8760.0%-1%
620BCRX$BCRXBIOCRYST PHARMACEUTICALS INC$189,3530.0%-1%37.2
621UAMY$UAMYUNITED STATES ANTIMONY CORP$188,6650.0%-6%32.2
622TIDAL TRUST II$176,0850.0%+12%
623ETHE$ETHEGrayscale Ethereum Staking ETF$172,6640.0%-5%
624ETHW$ETHWBitwise Ethereum ETF$170,5200.0%+8%
625MESO$MESOMESOBLAST LTD$158,7990.0%+0%
626IVR$IVRInvesco Mortgage Capital Inc.$120,3920.0%+0%
627OWL$OWLBLUE OWL CAPITAL INC.$119,1300.0%-16%59.4
628VOLATILITY SHS TR$117,1160.0%+6%
629NAT$NATNORDIC AMERICAN TANKERS Ltd$102,5500.0%+0%
630MPT$MPTMEDICAL PROPERTIES TRUST INC$102,2080.0%-1%42
631DEFT$DEFTDefi Technologies, Inc.$67,1840.0%+8%
632FSCO$FSCOFS Credit Opportunities Corp.$58,8800.0%+2%
633DNN$DNNDENISON MINES CORP.$45,8900.0%+4%
634BNC$BNCCEA Industries Inc.$44,3900.0%NEW64.9
635HCAT$HCATHealth Catalyst, Inc.$17,3360.0%NEW28.1
636ABTC$ABTCAmerican Bitcoin Corp.$12,9470.0%+0%34.9
637BNZI$BNZIBanzai International, Inc.$11,7800.0%NEW
638CUE$CUECue Biopharma, Inc.$6,7330.0%NEW23.2

New Positions (21)

SPROTT FDS TR$1.0M
EMF$EMF TEMPLETON EMERGING MARKETS FUND$596,600
INVESCO ACTIVELY MANAGED EXC$548,971
ZBRA$ZBRA ZEBRA TECHNOLOGIES CORP$479,421
IBRX$IBRX ImmunityBio, Inc.$450,690
HALO$HALO HALOZYME THERAPEUTICS, INC.$335,753
GDLC$GDLC Grayscale CoinDesk Crypto 5 ETF$233,676
APD$APD Air Products & Chemicals, Inc.$227,172
CAPITAL GROUP NEW GEOGRAPHY$226,515
E$E ENI SPA$226,440
CIEN$CIEN CIENA CORP$220,515
TJX$TJX TJX COMPANIES INC /DE/$219,897
NBIS$NBIS Nebius Group N.V.$218,727
AEP$AEP AMERICAN ELECTRIC POWER CO INC$213,821
TGT$TGT TARGET CORP$206,161

Exited Positions (13)

MSFT$MSFTCALL MICROSOFT CORP
NSC$NSC NORFOLK SOUTHERN CORP
FTNT$FTNT Fortinet, Inc.
TTD$TTD Trade Desk, Inc.
DIREXION SHS ETF TR
ADVISORS INNER CIRCLE FD III
BITMINE IMMERSION TECNOLOGIE
VLO$VLO VALERO ENERGY CORP/TX
PAYX$PAYX PAYCHEX INC
CTOS$CTOS Custom Truck One Source, Inc.
AMPY$AMPY Amplify Energy Corp.
FBIO$FBIO Fortress Biotech, Inc.
PROP$PROP Prairie Operating Co.

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13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

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13F Pro tracks comprehensive institutional data for Visionary Wealth Advisors including:

Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

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AI-Powered Hedge Fund Analysis: Visionary Wealth Advisors

13F Pro is an AI hedge fund tracker and stock research platform. For Visionary Wealth Advisors (SEC CIK: 1802984), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Visionary Wealth Advisors's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.