Visionary Wealth Advisors
Top Portfolio Positions
251 positions ·
$874,440,219 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
401,244 | $101,831,714 | 11.65% | |
| PWR |
Quanta Services, Inc.
Industrials
|
96,682 | $53,080,351 | 6.07% | |
| MSFT |
Microsoft Corp
Technology
|
116,754 | $43,218,828 | 4.94% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
332,927 | $25,831,805 | 2.95% | |
| JNJ |
Johnson & Johnson
Healthcare
|
89,720 | $21,931,156 | 2.51% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
168,453 | $20,935,338 | 2.39% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
134,430 | $19,417,069 | 2.22% | |
| NVDA |
Nvidia Corp
Technology
|
109,748 | $19,140,051 | 2.19% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
57,029 | $18,756,267 | 2.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
88,992 | $18,534,363 | 2.12% |
Portfolio Trend
Holdings in DEFT
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,244 | 121,600 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $85,013 | 112,600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $257,234 | 121,912 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $431,369 | 147,225 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||