VISIONARY WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MSFT | 111K | $57.59M |
 | PWR | 103K | $42.79M |
 | KO | 101K | $6.69M |
 | SO | 99K | $9.40M |
 | JNJ | 96K | $17.77M |
 | BK | 95K | $10.31M |
 | UPS | 89K | $7.47M |
 | AMZN | 83K | $18.19M |
 | CVX | 79K | $12.22M |
 | PSX | 74K | $10.01M |
 | DUK | 70K | $8.65M |
 | QCOM | 64K | $10.63M |
 | EPD | 64K | $1.99M |
 | PEP | 62K | $8.72M |
 | ABBV | 57K | $13.26M |
 | RTX | 56K | $9.41M |
 | HD | 56K | $22.70M |
 | JPM | 56K | $17.56M |
 | ROL | 55K | $3.24M |
 | AVGO | 55K | $18.06M |
Microsoft Corporation
MSFT
Shares Held
111K
Value
$57.59M
Quanta Services, Inc.
PWR
Shares Held
103K
Value
$42.79M
The Coca-Cola Company
KO
Shares Held
101K
Value
$6.69M
The Southern Company
SO
Shares Held
99K
Value
$9.40M
Johnson & Johnson
JNJ
Shares Held
96K
Value
$17.77M
The Bank of New York Mellon Corporation
BK
Shares Held
95K
Value
$10.31M
United Parcel Service, Inc.
UPS
Shares Held
89K
Value
$7.47M
Amazon.com, Inc.
AMZN
Shares Held
83K
Value
$18.19M
Chevron Corporation
CVX
Shares Held
79K
Value
$12.22M
Phillips 66
PSX
Shares Held
74K
Value
$10.01M
Duke Energy Corporation
DUK
Shares Held
70K
Value
$8.65M
QUALCOMM Incorporated
QCOM
Shares Held
64K
Value
$10.63M
Enterprise Products Partners L.P.
EPD
Shares Held
64K
Value
$1.99M
PepsiCo, Inc.
PEP
Shares Held
62K
Value
$8.72M
AbbVie Inc.
ABBV
Shares Held
57K
Value
$13.26M
RTX Corporation
RTX
Shares Held
56K
Value
$9.41M
The Home Depot, Inc.
HD
Shares Held
56K
Value
$22.70M
JPMorgan Chase & Co.
JPM
Shares Held
56K
Value
$17.56M
Rollins, Inc.
ROL
Shares Held
55K
Value
$3.24M
Broadcom Inc.
AVGO
Shares Held
55K
Value
$18.06M