VISIONARY WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UNP | 4K | $974.36K |
 | PRU | 4K | $422.64K |
 | FTNT | 4K | $336.57K |
 | D | 4K | $215.85K |
 | DIS | 4K | $403.38K |
 | EOG | 3K | $383.79K |
 | RJF | 3K | $570.61K |
 | RIO | 3K | $213.00K |
 | CAT | 3K | $1.52M |
 | IBM | 3K | $874.16K |
 | PANW | 3K | $603.73K |
 | COST | 3K | $2.69M |
 | WELL | 3K | $482.76K |
 | NEM | 3K | $228.30K |
 | AMAT | 3K | $547.68K |
 | CI | 3K | $767.91K |
 | SJM | 3K | $283.15K |
 | CRDO | 2K | $351.79K |
 | SHOP | 2K | $358.00K |
 | OKLO | 2K | $262.33K |
Union Pacific Corporation
UNP
Shares Held
4K
Value
$974.36K
Prudential Financial, Inc.
PRU
Shares Held
4K
Value
$422.64K
Fortinet, Inc.
FTNT
Shares Held
4K
Value
$336.57K
Dominion Energy, Inc.
D
Shares Held
4K
Value
$215.85K
The Walt Disney Company
DIS
Shares Held
4K
Value
$403.38K
EOG Resources, Inc.
EOG
Shares Held
3K
Value
$383.79K
Raymond James Financial, Inc.
RJF
Shares Held
3K
Value
$570.61K
Rio Tinto Group
RIO
Shares Held
3K
Value
$213.00K
Caterpillar Inc.
CAT
Shares Held
3K
Value
$1.52M
International Business Machines Corporation
IBM
Shares Held
3K
Value
$874.16K
Palo Alto Networks, Inc.
PANW
Shares Held
3K
Value
$603.73K
Costco Wholesale Corporation
COST
Shares Held
3K
Value
$2.69M
Welltower Inc.
WELL
Shares Held
3K
Value
$482.76K
Newmont Corporation
NEM
Shares Held
3K
Value
$228.30K
Applied Materials, Inc.
AMAT
Shares Held
3K
Value
$547.68K
Cigna Corporation
CI
Shares Held
3K
Value
$767.91K
The J. M. Smucker Company
SJM
Shares Held
3K
Value
$283.15K
Credo Technology Group Holding Ltd
CRDO
Shares Held
2K
Value
$351.79K
Shopify Inc.
SHOP
Shares Held
2K
Value
$358.00K
Oklo Inc.
OKLO
Shares Held
2K
Value
$262.33K