Portfolio (Quarterly)
Guide ↗
Visionary Wealth Advisors
· CIK 0001802984| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MSFT CALL | MICROSOFT CORP | Technology | 7,500 | $3.6M | 0.16% | SOLD |
| 2 | NSC | NORFOLK SOUTHN CORP | Industrials | 5,627 | $1.6M | 0.07% | SOLD |
| 3 | — | FORTINET INC | — | 5,307 | $421K | 0.02% | SOLD |
| 4 | — | ASTRAZENECA PLC | — | 4,197 | $386K | 0.02% | SOLD |
| 5 | MCHI | ISHARES TR | — | 4,872 | $293K | 0.01% | SOLD |
| 6 | TTD | THE TRADE DESK INC | Technology | 7,562 | $287K | 0.01% | SOLD |
| 7 | CLOI | VANECK ETF TRUST | — | 5,416 | $286K | 0.01% | SOLD |
| 8 | — | BLACKROCK ETF TRUST | — | 6,997 | $261K | 0.01% | SOLD |
| 9 | SOXL | DIREXION SHS ETF TR | — | 6,171 | $259K | 0.01% | SOLD |
| 10 | GQGU | ADVISORS INNER CIRCLE FD III | — | 10,469 | $257K | 0.01% | SOLD |
| 11 | — | INNOVATOR ETFS TRUST | — | 11,789 | $255K | 0.01% | SOLD |
| 12 | DAX | GLOBAL X FDS | — | 5,553 | $253K | 0.01% | SOLD |
| 13 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 9,172 | $249K | 0.01% | SOLD |
| 14 | VLO | VALERO ENERGY CORP | Energy | 1,507 | $245K | 0.01% | SOLD |
| 15 | PAYX | PAYCHEX INC | Industrials | 2,058 | $231K | 0.01% | SOLD |
| 16 | AUSF | GLOBAL X FDS | — | 4,734 | $220K | 0.01% | SOLD |
| 17 | — | INNOVATOR ETFS TRUST | — | 7,666 | $214K | 0.01% | SOLD |
| 18 | XBJA | INNOVATOR ETFS TRUST | — | 6,373 | $204K | 0.01% | SOLD |
| 19 | CTOS | CUSTOM TRUCK ONE SOURCE INC | Industrials | 35,000 | $202K | 0.01% | SOLD |
| 20 | AMPY | AMPLIFY ENERGY CORP NEW | Energy | 11,500 | $53K | 0.00% | SOLD |
Sector Allocation
Technology
29.5%
Industrials
16.0%
Financial Services
10.6%
Consumer Cyclical
9.2%
Healthcare
8.4%
Consumer Defensive
8.3%
Energy
8.3%
Communication Services
4.6%
Utilities
3.9%
Basic Materials
1.0%