Visionary Wealth Advisors
Top Portfolio Positions
252 positions ·
$889,516,809 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
401,244 | $101,831,714 | 11.45% | |
| PWR |
Quanta Services, Inc.
Industrials
|
96,682 | $53,080,351 | 5.97% | |
| MSFT |
Microsoft Corp
Technology
|
116,754 | $43,218,828 | 4.86% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
332,927 | $25,831,805 | 2.90% | |
| JNJ |
Johnson & Johnson
Healthcare
|
89,720 | $21,931,156 | 2.47% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
168,453 | $20,935,338 | 2.35% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
134,430 | $19,417,069 | 2.18% | |
| NVDA |
Nvidia Corp
Technology
|
109,748 | $19,140,051 | 2.15% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
57,029 | $18,756,267 | 2.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
88,992 | $18,534,363 | 2.08% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FMBH
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,158,715 | 28,131 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,097,109 | 28,131 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,065,602 | 28,131 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,054,631 | 28,131 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $981,771 | 28,131 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,035,783 | 28,131 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $980,142 | 25,190 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $989,359 | 30,090 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $983,341 | 30,090 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,042,919 | 30,090 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $799,190 | 30,090 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $726,372 | 30,090 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $819,049 | 30,090 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,259,974 | 39,276 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,255,653 | 39,276 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,402,722 | 39,325 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,513,619 | 39,325 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,690,675 | 39,511 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,642,851 | 40,011 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,621,291 | 40,022 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,758,122 | 40,021 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,310,484 | 38,933 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $971,054 | 38,920 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,020,871 | 38,920 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $923,580 | 38,904 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||