Visionary Wealth Advisors

Position in AXP — American Express Co

CIK 1802984 O'FALLON, IL

Position in AXP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$722,840

+$92,472 QoQ

Shares Held

2,137

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,764

of 2,990 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Visionary Wealth Advisors holds $7,866,544 across 5 Credit Services names. AXP ranks #3 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	11,093	$3,805,897
2	MA	Mastercard Inc	5,123	$2,631,172
3	AXP	American Express Co This page	2,137	$722,840
4	COF	Capital One Financial Corp	2,104	$422,104
5	SOFI	SoFi Technologies, Inc.	15,869	$284,531

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$722,840	2,137	+2.5%	Shares	Sole	2026-08-13
2026-03-31	$630,368	2,084	-5.8%	Shares	Sole	2026-05-13
2025-12-31	$818,329	2,212	+4.7%	Shares	Sole	2026-02-13
2025-09-30	$701,521	2,112	+56.1%	Shares	Sole	2025-11-13
2025-06-30	$431,579	1,353	+21.0%	Shares	Sole	2025-08-14
2025-03-31	$300,797	1,118	+22.7%	Shares	Sole	2025-05-14
2024-12-31	$270,375	911	-7.3%	Shares	Sole	2025-02-14
2024-09-30	$266,589	983	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.