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Ryan Barke

@Visionary Wealth Advisors

Latest period2024 - Q3ReportedManaged Assets$1.643BTotal holdings534
Assets growth rate7.44%Assets growth rate (2-Q avg)5.35%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Visionary Wealth Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 534 positions.

Assets under management

The assets under management (AUM) of Visionary Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.643B in assets, with a quarterly growth rate of 7.44% and a 2-quarter average growth rate of 5.35%. The portfolio is managed by Ryan Barke, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 1.12%
3.15%
$51.747M
89,710 shares@ $576.83 avg price
AAPLApple Inc
Recent Activity
Decreased -1.66%
3.1%
$50.917M
218,526 shares@ $233.0 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -1.99%
2.51%
$41.136M
1M shares@ $41.13 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.87%
2.47%
$40.549M
94,234 shares@ $430.3 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -1.62%
2.38%
$39.022M
130,881 shares@ $298.15 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -3.16%
2.1%
$34.476M
330,932 shares@ $104.18 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
Increased 3.82%
1.75%
$28.712M
436,160 shares@ $65.84 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -6.51%
1.56%
$25.576M
263,809 shares@ $96.95 avg price
AGGIshares Tr
Recent Activity
Increased 0.86%
1.44%
$23.517M
232,225 shares@ $101.28 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.83%
1.4%
$22.932M
132,401 shares@ $173.2 avg price