Long-term investor
Visionary Wealth Advisors @visionarywealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802984).
Record
- Tracked since 2025-06-30 (434 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months +8.7% · 1 year +15.5% · all +15.5%
- Max drawdown -0.4% · Sharpe 1.06 · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.6% · long · since 2025-06-30
- IVV · 3.4% · long · since 2025-06-30
- PWR · 2.6% · long · since 2025-06-30
- SCHX · 2.1% · long · since 2025-06-30
- SCHF · 2.0% · long · since 2025-06-30
- SCHG · 1.9% · long · since 2025-06-30
- AVLV · 1.8% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30
- AGG · 1.5% · long · since 2025-06-30
- CSCO · 1.5% · long · since 2025-06-30
- AVDE · 1.5% · long · since 2025-06-30
- BND · 1.2% · long · since 2025-06-30