Visionary Wealth Advisors
Visionary Wealth Advisors, LLC is a registered investment adviser offering investment advisory and financial planning services to retail clients, including retirement plan participants. The firm emphasizes creating tailored financial plans aligned with clients' unique goals, focusing on a discovery-based approach to wealth management. The firm is fiduciarily responsible to clients and does not offer proprietary investment products.
Investment Strategy
Builds diversified model portfolios using bonds, equities, ETFs, and mutual funds. Offers both discretionary and non-discretionary management. May recommend rollovers to IRAs when in clients' best interest. Utilizes a wrap fee program, and fees are typically asset-based, assessed quarterly. Additional sub-advisory and custodial fees may apply.
Top Holdings
Equity Positions (559)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.26% | $83.4M | 406,726 | $189.84 | $205.17 | +$35.1M |
S SCHG | SCHWAB STRATEGIC TR | 2.96% | $58.0M | 1,984,470 | $19.55 | $29.21 | +$10.5M |
I IVV | ISHARES TR | 2.95% | $57.7M | 92,894 | $389.55 | $620.90 | +$8.2M |
M MSFT | MICROSOFT CORP | 2.82% | $55.3M | 111,176 | $251.61 | $497.41 | +$19.7M |
P PWR | QUANTA SVCS INC | 2.01% | $39.4M | 104,243 | $77.52 | $378.08 | +$7.2M |